The Lantern Man
8.3K posts
The Lantern Man
@lantern_men
Trend Hater. Lighting the world with my humble head.
Silesia, Poland Beigetreten Ocak 2017
96 Folgt282 Follower
This is a generational bull market.
Take advantage while it’s here because this type of market with such strong tailwinds is rare.
Earnings, government policy, investment, narratives, themes, technology, etc. like we have today only comes around a few times per lifetime.
More money has been lost calling “tops” or sitting on the sidelines vs. simply respecting a strong trend like this.
I’m not worried about exiting at the exact top or “calling top” and you shouldn’t either.
English
@Deilounge Software, ecommerce, apparell, automotive.. Właściwie wszystko na wpierdzielu
Polski
To co zadziało się przez ostatni rok na amerykańskiej giełdzie w sektorze spółek AI nie mieści mi się do końca w głowie. W ciągu 12M niektóre spółki urosły na wartości nawet 30x. Niestety złapałem tylko część ruchu, ale ostatni raz taki vibe czułem w czasach internetowej bańki 🤯
Polski
A quick thought for all the perpetual top callers.
Markets hitting all-time highs regularly are strong.
Markets that can't push past all-time highs and roll over are weak.
We're in a strong market.
Sure we can have pullbacks, but the path of least resistance remains higher.
English
@2kaykim Have you tested their software? It's really crappy...
English
@TheH0n3stTrader After 13 years on the market its the same Bro..
English
The hardest period in a trader's life is after 2 years of trading..
Too deep to quit.
Too broke to continue.
Family's asking you to quit.
You know you can do it, but you can't prove it.
Everyone thinks you're crazy.
It's extremely painful..
English
$SNDK – this is exactly why you let your winners run and cut your losers quickly.
Revenue $5.95B vs $4.73B expected. EPS $23.41 vs $14.66 expected. Q4 guidance raised to $8.1B revenue and $31.50 EPS. Zero debt on the balance sheet.
After running +3,314% in a year – it’s still going.
I bought $SNDK back in October. Six months. +500% on my position. I don’t have a price target to sell.
I only sell when memory stops being a bottleneck. It hasn’t
As long as the thesis holds the best thing you can do is be patient, stay informed, and not let short term noise shake you out of a core position.
I agree with Paradis here, down 8% after hours on results like this? That’s the market giving you a chance to buy at a discount.
Paradis Labs@ParadisLabs
$SNDK down 8.5% despite posting U.N.R.E.A.L earnings. - Revenue $5.95B vs. $4.73B expected......LOL wtf - EPS $23.41 vs. $14.66 expected......LOL wtf Q4 Guidance - Revenue $8.1B, up from $6.6B - EPS $31.50, up from $23.44 Zero debt on balance sheet. “This quarter marks a fundamental inflection point for Sandisk - where our technology leadership is enabling a deliberate shift in our mix toward the highest-value end markets, led by Datacenter.” Absolutely mental. Very easy point to buy more imo.
English
@antibearthesis I've sold puts on $NBIS and $AMZN when they were dipping
English
Bought $GOOGL at 160. Sold at 300 after a massive run. 🤦♂️
I thought I was being "smart" by taking profits, but I was actually just being impatient. The company's story remains exactly the same as it was on day one.
Mistake: Selling a winner for no real reason
Lesson learned: Let your winners run as long as the thesis holds. 📈
Thank you 🙏🏻
English
So you’re telling me I should sell my house to buy more $SNDK
John Tinsman@JohnTinsman
SANDISK $SNDK GUIDANCE SHOCKS INVESTMENT WORLD Revenue guide midpoint implies 321% y/y growth EPS guide midpoint implies 3000%+ y/y growth Guess what, $SNDK is up 3,300% over the past year. I guess stock prices really do follow earnings after all.
English
$SNDK just issued Q4 earnings guidance of $31.50
The stock was trading below $31.50 last year
Actually one of the most insane stats ever
We will likely never see something like this again
English
THIS IS UNBELIEVABLE.
SanDisk just hit another all time high and is now up almost 4,000% in the last 1 year.
If you invested $50,000 in $SNDK last year, you would be sitting on $2,000,000 today.
SanDisk makes NAND flash memory chips and SSDs for AI data centers.
Every AI data center being built right now needs massive amounts of NAND storage. Supply cannot keep up with demand and SanDisk is one of the few companies that makes this chip at scale.
English