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Great chart from a recent Ciena report. Should be a nice tailwind for all the fiber providers out there. Hopefully $CCOI will get a nice piece of this growing pie with its new wavelength network.
Alright, another $CCOI thread. Pretty wild stock move today, brings me back to the good ol’ days of $CVNA back in 2022. Fun to joke about later, not fun to experience in the moment. A lot of people have been pinging me about Cogent since I have been rather public about it. I’ll…
facebook.com/reel/735260456… $SRPT 1/n) "My son Cinar now 8 years old and 3 years ago we participated in a trial and took the drug elevidys. Last 2 weeks ago we were at Nationwide in Ohio. My son Cinar scored 8 points higher in the tests compared to his values before taking the drug."
Wow , David Zervos
Trump is now weighing 11 candidates for Fed Chair. This includes: • David Zervos (Jefferies Chief Market Strategist) • Rick Rieder (BlackRock CIO, Global Fixed Income) • Kevin Hassett (former NEC Director) • Kevin Warsh (former Fed Governor) • Larry Lindsey (former Fed…
It is rumored not confirmed that Sarepta has sought outside council to advise on suing the #FDA and Dr. #Prasad for premeditated malicious harm. Damages sought could be up to $10-$15 billion. The sources also say Sarepta has asked about how to go about requesting the DOJ for a…
$CORZ / $CRWV - What price? The value to $CRWV is the contracts. With 590MWs, buying would add ~$7.5b to the bottom line across 17 years. That's $15/sh. Times 1.5x if $CRWV were planning on expanding the 300MWs with $CORZ. Between $15.00 - $22.50 would be win-win. There are many…
$CORZ I’m in for a short term trade (~3k shares, ~$50k). Tomorrow takes us past $20 on the $CRWV M&A excitement. The sell-side (cantor Fitzgerald, Roth Capital) indicating $30+ takeout price, at $17 there’s room to run short term, even if they are way off.
NVIDIA's new Taiwan office, NVIDIA Constellation, is located in the Shilin-Beitou area of Taipei. NVIDIA 全新台灣辦公室 NVIDIA Constellation 在落腳於台北的士林北投地區
$msft
$LC Up to 211 reviews in the last 30 days
$LC is now up to 196 reviews in the last 30 days, it just keeps moving up and to the right
Bullish for $AMN
Eldercare will become the biggest industry in America Even when you weed out the fraud in the numbers
I’ve share the same view and was accumulating shares at ~20, but also think @MaiusPartners concern is something that has to be take into consideration.
New write-up on a dirt cheap AI beneficiary at a bargain 6x ‘26 P/E after the sell off. open.substack.com/pub/ltvresearc…
Average cost at $6, exit at $22, think I exit a little bit too early. But my best conviction since 2021. $HIMS
$HIMS BofA increase target price from 17 to 22 Finally sellside will take it seriously one day. Jefferies/Citi will have to upgrade it someday. BBG ALTD shows revenue growth reaccelerate since GLP-1 launch and consensus estimates rev growth to slow down over next several Q.
$CORZ
$CRWV Coreweave notes from Roadshow with CEO today. "Microsoft, unequivocally is not walking away from any of its obligations to Coreweave...they are "take-or-pay" and cannot be cancelled." Michael Intrator, CEO and co-founder of CoreWeave, introduced the company as the "AI…
Next Bank Long Idea
$gbfh files S1. As stated previously by executive mgt this Sl filing is for the purpose to up-list to the Nasdaq. Once up-listed the company would be eligible to enter the Russell Index in June! sec.gov/Archives/edgar…
L $MNDY S $PLTR
Back for Round 2: ⚡️TMTB Bi-Monthly Pair Trade Challenge ⚡️ Winner gets: A TMTB Pro sub ($1,500 value) OR $500 cash* Rules: 1. Pick one equity long and one short before MIDNIGHT tonight. Quote-tweet this thread with your entry. 2. Company has to be a TMT (Tech Media…
Thanks! Added during the insane sell off
Well done, congrads
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