Philip Ferrari

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Philip Ferrari

Philip Ferrari

@Ferrari_Capital

Building https://t.co/elTtKOqcGy

Alabama, USA Beigetreten Ekim 2014
231 Folgt229 Follower
duck says
duck says@ducksays·
@SPYTrader33363 haha go ahead and guess ... you'll probably get it first try :)
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duck says
duck says@ducksays·
$694,338.16 net worth at 28 years old. i'm just a duck with a simple strategy.
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Philip Ferrari
Philip Ferrari@Ferrari_Capital·
@aleabitoreddit Something I’d find extremely useful is a public webpage where we can see your current positions. A lot of us simply struggle with processing all of the posts, data, etc, and having a way to just simply see what you’re holding at any given time would be perfect.
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Serenity
Serenity@aleabitoreddit·
Glad to hear that the $1 worth of thoughts helps out retail that much! All my thesis are free in the end though, it’s mainly validation for my ideas. Comments like these help avoid the burn out for sure. On a side note… still can’t believe I’m catching up to Elon Musk! My goal is to deliver so much value… that I’ll be #1 most subscribed to person on the entire X platform soon.
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Michael@Michael13277144

@aleabitoreddit Serenity, I just want to thank you. As of today, at age 42, I am officially a millionaire. I wasn’t expecting this until at least age 45, but the following you a little over a month ago supercharged the tax-sheltered portion of my portfolio. God bless you!

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Tito A
Tito A@GnT_Trades·
@Ferrari_Capital Yes Phillip - alerts and also additional ideas throughout the day/week
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Tito A
Tito A@GnT_Trades·
Well that’s a wrap on my new PR month, +$352K! 🍸 Also first month ever where I had just 1 red day Was just fortunate to catch some incredible opportunities almost every day Goal is capital preservation into May
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MrBeast
MrBeast@MrBeast·
If this tweet has exactly 1 like in 24 hours I’ll give that person $1,000,000
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Serenity
Serenity@aleabitoreddit·
Fun fact: don’t think any large US institution had positions in $SIVE / $SIVEF since it was a majority owned local Swedish retail stock. There’s also fund mandates preventing US funds from entering (eg. Nasdaq listing / $1B MC) That’s definitely changed now thanks to European media shaking out the local holders, Sivers upcoming NASDAQ listing, and hitting $1B+ MC. Again $1.3B is literal spare change for hyperscalers and US institutions. And I have high confidence many would want exposure to CPO, silicon photonics and lasers, since there’s only a few in the entire world like $LITE, $COHR, and $MTSI. Especially… a CHIPS Act laser supplier likely in $AMD, $MRVL, $AAPL, Lightmatter, Ayar, AlChip, GUC, O-Net and other supply chains like the Golden Dome. Part of it is game theory for share accumulation. Since US/Western retail now owns a large part of the float (off of the Swedish sellers). And US institutions now want exposure.
OrangeGroveCapital@OGCapital25

Also feels like there’s an infinite TWAP on $SIVE Price goes up, long time holders sell, price goes up even more. Feel like large institutional bids averaging their buys.

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Justin Banks
Justin Banks@RealJGBanks·
JUST HAD MY LARGEST MONTH EVER!! +$440k I have to go back from where I came from My parents worked multiple jobs just to keep this roof over our heads. I never was supposed to make it this big in life. My mom gave me the belief I could achieve anything I wanted to. I’m living proof trading is possible. Keep your head down and keep working. One year is all it takes to change everything. I know you’re looking down on me Mom. Thank you for always supporting me. ❤️
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Nicolaj
Nicolaj@KejserX·
@RealJGBanks your the man and deserve all good in your life, last 2 weeks im in 15 options trade 12 wins 1 square 2 very small losses, and tanks to no risk its mostly 1odte option ♥️💰🇺🇸🐺😀
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stocksandrealestate
stocksandrealestate@stocksandreales·
CALLED THE CRASH AT 9:30AM 4/30 $SPY Put $709 0.49
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Paradis Labs
Paradis Labs@ParadisLabs·
Oh baby. $QCOM up 13% - lead hyperscaler custom silicon engagement is on track to ship this yr - CEO said smartphones will rebound after Q3: "We can now call the bottom" Maybe I should charge $5,000 per year for trade signals?
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Paradis Labs@ParadisLabs

I don't want to become a signal service, but for tomorrow I'm looking at $QCOM: - $QCOM partnering w/ OpenAI to develop smartphone chips. - $QCOM stock jumped ~12% intraday on the news, but the Q1 consensus (~$2.50-2.60 EPS & mid-teens growth) is still priced on the old mobile/Auto cycle imo. Not new AI tailwinds. - Implied move is big cos it’s Big Tech earnings week, but the risk is skewed: a miss on legacy handset numbers is already priced imo. So any colour on the OpenAI/Snapdragon AI roadmap could lead to upside. - Snapdragon 8 Elite Gen 5 (3nm) is already beating $AAPL silicon. Pair that with OpenAI co-design and you have visible acceleration in high-margin AI silicon revenue that Q1 results + guide will start to confirm. $META are another one I'll be looking at: - 1 gw $AVGO AI chip deal - scales to multi-GW by 2027 & is basically like $ORCL x $BE for $META's own AI infra. - But $QCOM's news is fresher & a bit more asymmetric right now imo. Annoying how the hypserscalers all report at the same time. I usually use the first one of the bunch to report as a rough proxy for the others. - $CAT could be nice tomorrow though if hyperscalers confirm accelerating capex (which they probs will according to forecasts). Kinda surprised $CAT isn't up more already off the back of capex reports - probs just waiting for hyperscaler confirmations?

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Serenity
Serenity@aleabitoreddit·
Anyone else getting a little tired of everything from $INTC to $SIMO just going up so much every day? You have Intel, a $300B+ company gaining 11% a day, while Silicon Motion gaining 41%… Large part of it is just going long on the right sector/players...
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Don’t Follow Shardi B If You Hate Money
What the markets don't understand from $SOFI and $HOOD now, which I pointed out a while ago... is that the front end for trading is DYING. If anyone can build a trading platform with AI or use Agents and use Alpaca API's/MCP/Webhooks for example, your UI becomes irrelevant. Combine that with @SignaTrading and users have a trading stack with full intelligence. Brokerage is a commodity, and one generally available so the pipes, and accessing them, becomes most valuable. And those pipes, don't have the same margins....
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