Dr. Gillus Willus
1.8K posts

Dr. Gillus Willus
@GWillus
American Technological Supremacy // $RKLB, $TSLA
Beigetreten Temmuz 2024
60 Folgt133 Follower

@YoItsDLo christ.. four years ago... please tell me you held? been looking for a solid DD on SIMO and came across yours
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Posted a DD on Reddit for $SIMO. Big upside on this name as it recovers from indiscriminate selling of Q1 and updates fwd guide on capacity increases.
#stocks #stockmarket #wallstreetbets
reddit.com/r/wallstreetbe…
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I'm seeing this go viral and surely everyone is thinking to theirselves
"HOW CAN I INVEST IN THIS?"
What if I told you, there was a stock that is currently building the infrastructure to provide a product like this?
These residential backyard data centers will not be able to run on old, choppy copper lines
To process these local AI workloads without choking the power grid, thousands of these home nodes will have to plug directly into Charter or Comcast’s distributed neighborhood networks
And who runs those networks in the background?
You guess it... $HLIT
Here's how it will work:
$NVDA / Span node processes the compute -> $HLIT 's cOS will orchestrate the massive data load from the DC's to the local node -> Comcasts physical fiber will deliver the data to the core internet
Broadband already has the fiber cables in residential areas physically reliable enough to guarantee this works
Although this start up product seems like a pipe dream as of today, this is a great indication that $NVDA is already thinking how they can capitalize on residential areas where broadband infra is built for
Daily Loud@DailyLoud
Nvidia will now pay you to put a mini AI data center on your house making you close to $22,000 a year
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Citrini added to $HLIT while all of you are being panicans
LMAO
Dr. Gillus Willus@GWillus
@BryzonX little poor retailers selling $HLIT because of Kevin Furu meanwhile Citrini added today 🤣 they’ll never learn
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@kevinxu bro moved on to 2x illiquid etfs
literal no shame..jail
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NEW ALL IN: $PALU @ 33.60
This is the 2X Palo Alto Networks $PANW ETF. I entered roughly when $PANW was at $270.
The thesis is simple: they have earnings on Tue 6/2 and could pull a SNOW or DELL like move.
(Breaking my rule here on leverage. The implied move on earnings is +/- 8% so a 2X leveraged ETF makes this +/- 16%. I think that is still survivable if I'm wrong)
- Anthropic Mythos is causing havoc finding 10K+ security exploits and that is legitimately scaring EVERYONE
- Palo Alto Networks is one of the main security partners helping Anthropic find and fix things before its release. They are publishing so many blog posts and deep dives and really establishing themselves as the main name for this new era of AI cybersecurity
- Project Glasswing started on April 7 so while the price is already up 69% since then, I think (just like every other crazy earnings) they will somehow surprise us even more
- Hedge fund 🐐 Gavin Baker started a new $90M position along with dozens of hedge funds increasing positions in Q1 2026
- CEO is so badass he bottom-ticked his own stock on March 27 for $10M. Robinhood has this labelled wrong (it shows only 100 shares bought on open market but I checked the actual SEC filing and confirmed he did buy the whole $10M on open market)
- Board also authorized an extra $1B stock buyback program on March 10 which is always nice to see
Earnings have been massive re-rating events for software names these past few days.
If you read my late night free alpha post x.com/kevinxu/status… you might've got a wiff of where my spidey senses are at.
1. Cybersecurity underloved ✅
2. Software rotation ✅
3. Insider buy ✅
TLDR: Market is rotating back into software and rewarding high quality category leaders.
Note: $ZS and $S had bad earnings and tanked but are incomparable in quality and market cap to $PANW. Plus $PANW has had time to learn how to structure their earnings calls.
They're also beating $CRWD to the punch with their earnings a day earlier.
I literally stumbled upon this ticker last night and learned they have earnings on Tue. Hence the late night alert and urgent trade.
You have to turn the bell on if you're following me. Subscribing gets you my first thoughts and drafts.
Sold $HLIT @ 16.32 right when I woke up for an 8% gain.
Still believe in the thesis (I stand by every thesis I publish) and would love to jump back after the earnings play (same with any stock I talk about).
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As a reminder: this is my challenge account where I restarted with $35k to go all-in swing trading 1 stock at a time to $10M again.
Now at $71k.
As always, please do your own research with your own independent thinking and risk tolerance and decide your own buys and sells.



Kevin Xu@kevinxu
JUST MADE A NEW TRADE. It's got earnings next week and checks off the 3 boxes from my last post, any guesses?
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@jcplay1 nice call here, looking more likely. my avg is around $23.50..so hard to determine a fair value of this company right now.
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This Kevin Xu guy really is a curse. $HLIT was doing great before he got involved. Then it goes sideways for a few days and he dumps it. Others follow. It goes down 11% today.
Meanwhile the bull case perfectly intact all along.
I expect a recovery within days that'll make me thousands on my second buy at trough today.
Cyberpunk Sense 👑@napoleon21st
Bought the dip on $HLIT Speculative fools dumped a solid company for nothing today. Bull thesis link below 👇🏻
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New $HLIT catalyst just dropped 🙏
Kevin Xu@kevinxu
JUST MADE A NEW TRADE. It's got earnings next week and checks off the 3 boxes from my last post, any guesses?
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@rahmbotrades do they have any AI moat? i know they got the quantum investment but dell is actually having insane numbers from AI.. i dont think IBM will do the same? idk maybe i just need to turn brain off and buy
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If you missed out on $DELL and want to buy another Trump stock, it’s not too late to long $IBM
rahmbo@rahmbotrades
Trump will do to $IBM what he did to $INTC
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@TruMachiavelli @wallstengine they literally just went public and raised 100m+ lmao
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$BRUN disclosed a major GPU compute deal with Thinking Machines Lab.
Boost Run will provide managed GPU compute and cloud infrastructure under a 36-month agreement with a total contract value of ~$471.7M.
The order covers 5,000 NVIDIA B300 GPUs across Boost Run data center facilities, plus related shared storage and CPU node services.

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@cyberprince_rwo @InvestmentAbc bro just guessing out here with his trading strategy 🤣 ngmi
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@cyberprince_rwo @Mattertrades might just get some BMNU for shits and gigs
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@jixontwitr @GenXAlumni1 @patriottakes take a break from reddit buddy, there’s a real world out there
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@GenXAlumni1 @patriottakes You’re gonna have a hard time coping after the next two elections, fascist swine.
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Jaxson Dart’s Trump Instagram Likes Exposed
The Giants QB’s liked posts include promotion of mass deportation, anti-LGBTQ rhetoric, and attacks on “racial” curriculum in schools.
meidasnews.com/news/jaxson-da…
meidasnews.com/news/jaxson-da…
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