Michael
@Stage2Patterns
Big potential stocks: growth, insider, large earnings beats "The World is my country, all mankind are my brethren, and to do good is my religion-Thomas Paine
Was dir gefallen könnte
"We have just witnessed the largest Retail Investor buying EVER. Retail has bought over +$100B of US stocks in the last month, the largest 1M buying on record." Morgan Stanley via @Marlin_Capital
Retail investors were buyers of stocks on Friday Buying appeared to be at a normal pace despite the unusual decline in equities. This shows that retail investors were not a driver of the declines. Source: GS
$BE .... Brookfield Asset Management and Bloom Energy agreed to a $5 billion partnership to construct factories to supply compute and energy for AI. As part of the partnership, Bloom Energy will be the preferred power provider for Brookfield's AI factories. The agreement…
A few tickers that held up well on Friday's sell off. At least of of those is looking really good to me.
Done and Done
Odds of Trump Sunday evening post: "Had a great call with China's wonderful president Xi Jinping, and our relations have never been better. Look forward to our meeting in two weeks. Thank you for your attention to this matter!"
The HyperLiquid whale shorting BTC/ETH yesterday was placing shorts up till exactly 1 minute before Trump threatened tariffs against China. The last short was placed at 20:49 GMT. Trump tweeted at 20:50 GMT. What incredible "luck"
Looking back at who I was two years ago… I just smiled. Didn’t realize how far I’d come until now. Back in April 2024, I was ready to walk away from everything. I’d tried it all - shares, options, day trades, swing trades. Nothing worked. Everyone else seemed to be printing…
Classic. JUST IN: BlackRock bought 45,000 BTC worth $5 Billion at average price of $105,000 during the flash crash
$IREN ... IREN In a new report on Friday, the analysts led by Gautam Chhugani argued that this power advantage positions miners as critical partners for AI cloud providers who are facing long interconnection delays and rising grid congestion. Among the group, Bernstein named the…
$LAES All positions are up a few hundreds % for the chat
$LAES teamed up with Trusted Semiconductor Solutions to build “Made in USA” post-quantum security chips for U.S. defense and government use. Trusted Semiconductor holds top-tier Category 1A accreditation, and the partnership combines SEALSQ’s QS7001 secure element tech with…
$CIFR is my number one AI utility play. No further explanation needed.
I really want to be bullish on $OPEN but I just can’t get there. I’m cheering for anyone who owns the stock. I’m also a fan of @APompliano @rabois and @CanadaKaz from his time at $SHOP. I was bullish (and owned) Shopify in 2017 when it was a $4.5B market cap. Here are my…
$PATH looks to be the purest way to play Agentic AI. I don’t see many stocks still building a big base who use AI effectively, have $0 in debt, $1.3B in cash, $1.5B in yearly revenue, and partnerships with OpenAI, Nvidia, Microsoft, and Google.
$PATH up 8% pre-market. Are investors starting to understand the story? My deep dive on UIPath in my reply to the tweet below 👇
$PATH is going all in on Agentic Automation which you’re going to start hearing a lot more about. Trades at 4x next year revenue and a P/E under 20. Management is making a big bet and if they’re right, the stock is incredibly cheap
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