Joe
@joedab12
Semi retired entrepreneur and investor. Salsa dancer and follower of Christ. My favorite app is Quartr.
คุณอาจชื่นชอบ
$NVDA $BE $EOSE $RMBS $VICR $MU now is the time to double down on research and dd. Make smart buys for the inevitable next leg up whenever that may come. AI is still in early innings, pullbacks are to be expected. It may feel a lot worse holding high beta stocks but indices…
$EOSE $TSLA $BE do any of you guys remember how Tesla performed from 2018 to 2020 when their main profit driver was selling tax credits? Wonder how much EOSE will benefit from $90m per line in tax credits...please share your feedback. I'm new to EOSE and dont know it inside and…
SPX hit 5% correction territory to the penny and bounced. Seeing some signs of capitulation now finally, may not be done yet but worth deploying some cash here IMHO. $RMBS $VICR $EOSE loaded up these 3 names on the dip today. Lots of profits from $MU $ORCL $VRT went here. Also…
$JCI $VRT $NVDA $MU $VICR $RMBS $SNDK $TSM JCI looks interesting. Very strong balance sheet, similar market cap to VRT, way more revenue and a big disruptor to VRT's early dominance in liquid cooling... No position yet but will likely enter soon.
$EOSE $BE $NVDA $MU $VICR $RMBS $AMD EOSE is getting pounded today but I added some shares and sold a bunch of puts. This thing was up 500% from the April lows at the recent highs but has had so much of the risk removed. I've listened to the call 3 times now and the bull case…
$RMBS $MU $NVDA $AMD $INTC $VICR $SNDK $WDC $STX $EOSE $BE $EQT I was pounding the table on Micron early this year and into the first part of the summer when the hit pieces came out. Obviously the demand for memory is now well publicized and everyone is chasing the memory names.…
$VICR $AMD $NVDA $MU $RMBS $EOSE Vicor could have just landed AMD silently. Would explain the brief jump to $100 before pulling back today. We do know they are in Cerebras and we also know they USED to be in NVDA ecosystem a couple years ago. This is a sleeper stock most people…
This is just as likely to happen as 500% lower drug prices. GTFOH. If it does short $RKT
TRUMP ADMIN EYES PORTABLE MORTGAGES — LETTING AMERICANS KEEP THEIR RATE, TERM & LENDER WHEN MOVING TO A NEW HOME
Are you talking about them selling nvda recently or the time they sold it in 2019 for a loss after owning 4.9% in 2017? Masa Son could've taken an 8 year vacation and been the richest man on earth. $NVDA @jimcramer @masason We all make mistakes, Masa lives a good life regardless.
$CRWV dangerous stock but has $160-180 potential next few months if the q4 capex of $11-12b leads to 35-40b in new deal announcements by year end like I think it will.
$NVDA $MU $ORCL $EOSE $BE $GOOG $CRWV $NBIS $IREN $RMBS $VICR $EQT $MRVL anyone paying attention to every little thing dumbass Michael bury is saying is wasting their time. Look at the fundamentals yourself and look at the chart yourself. This guy has been wrong for years and his…
$MU now trading at 15-16x fwd EPS, maybe lower with price hikes. However, cashflow will ALWAYS be a concern for a company spending over 30% of REVENUE on CAPEX. I have reduced A LOT of my position from the 80s today. I am still bullish MU but raising cash for other opportunities.…
$EOSE this is really starting to look like $BE did a few months ago before they signed their first hyperscaler deal with $ORCL that setup a 500%+ move. I was long BE and still am but now with much less size. A lot of the money from BE proceeds has moved to EOSE and they are now…
$VICR a great bet here as they are on a path to $180m annual run rate in royalties(confirmed by CEO to double royalties in next couple years from current $90m). Only $4b market cap which is 100% justified by JUST those royalties. And they have a leading 48v PDU technology that…
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