Shiven Chopra

@oguzerkan Why is $AAPL not considered quality? They have omitted themselves from huge capex and hence preserved their cash flow, plus they have a great hardware MOAT?

Bill Ackman says investors are repeating the same mistake from 2000 by chasing hot stocks and ignoring quality. Here are 10 quality stocks trading at attractive valuations: 1. $META 5-Year Revenue CAGR: 15.2% Forward P/E: 18 Consensus Price Target: $826 Implied Upside: 39%

@drayinvests BMNR 😜

What stock is skyrocketing this week like this?

@ObedientBread @dalilmarko @MartinShkreli Probably 😂

@shivenC @dalilmarko @MartinShkreli Could be money laundering

CAN SOMEONE EXPLAIN TO ME WHAT QUANTUM COMPUTING COMPANIES DO?? Explain it like I still eat glue sticks and crayons. $IONQ $RGTI $QBTS $QUBT

@amitisinvesting Love your conviction man. I was thinking to sell it after the earnings but I held only because of you.

Put on your hoodies folks. Robinhood has been traded with $BTC all year. Today, the market is pricing in agentic finance + Trump Accounts + new PDT rules along with various other catalysts to begin the divergence from Bitcoin. First time seeing $90s in 4 months! $HOOD +7%

@amitisinvesting Add $HOOD to that list

It has been a bull market, but not everywhere. There are MANY stocks down heavily YTD and while semis and AI can continue the rally, there are names that have been compounding and growing earnings but getting zero love from the market due to the sector they are in. I really do wonder if we will look back in a few years and see these as incredible opportunities OR if the liquidity around SpaceX, OpenAI, Anthropic and many of the "picks and shovels" of AI lead to these names being stuck for years. Not an easy time to have them in the portfolio, but it also may be worth looking at beaten up names if you can practice delaying gratification and buying incredible companies when they are hated the most IF those companies are not giving you a thesis-breaking reason to explain why they are down YTD but rather being influenced by a macro/thematic reason. Here's 10 names that may be worth a second look and if there is interest, I can create another article with a different 10 names. $RDDT $SOFI $SE $META $MSFT $GRAB $SHOP $CHTR $APP $NOW Substack linked below to read ⬇️

@HertzyTrades A macro driven stock for sure. But trading at a fair value now. Anything under $65-70 is an opportunity.

COO steps down, crypto revenue declines, lots of negativity recently but not many talking about what will likely be an IPO season of our lifetime, with some huge names planning to go public in the near future Are we still bullish on $HOOD?

@TheTechInvest His calls will will earn him big enough to write of those puts. Plus we don't know the date on those puts, so 🤷

🚨BREAKING🚨 IRAN AGREED TO GIVE UP ENRICHED URANIUM Leopold Aschenbrenner is COOKED! He just opened $8.45B in new puts against tech and semiconductor. He was pessimistic about reaching an agreement with Iran His Puts 1. $SMH 2. $NVDA 3. $ORCL 4. $AVGO 5. $AMD 6. $MU 7. $TSM 8. $ASML 9. $INTC 10. $GLW

@dalilmarko @ObedientBread @MartinShkreli But how do these companies keep getting funding then. And now even the government has funded them. There must be some progress they are seeing, right?

@ObedientBread Look at @MartinShkreli debates on it the stuff is way overhyped and there is currently no real use case for them

@amitisinvesting How about we sell everything and start doing ultra-small investments in these two for 2-3 years every week?

So Ackman buys Microsoft… I know the picks and shovels plays of the AI buildout are getting all the attention, but it does feel like you could open a brokerage account… Buy $META and $MSFT… And just not look at it for the next few years and be fine. These companies are trading at historic discounts due to “Meta cannot do anything other than Ads” and “Microsoft is a software play so software should go down.” They will not provide the same short term alpha but these are two of the greatest companies on the planet…doesn’t feel that scary taking a shot on them here.

@amitisinvesting NFW

$CRBS OPENS UP 75% The expected price was supposed to be $185. The company did $585M in revenue last year and now trades at a $100B marketcap. Are you buying?

@izzy_dbz @qualtrim @joecarlsonshow Spot on! Thats why AI infrastructure stocks are already so high because all the future growth is already priced in.

@qualtrim @joecarlsonshow Assuming earnings continue with the same trajectory... Share prices are forward looking. MSFT is not going anywhere, but not sure about some of the other picks

Peter Lynch said: "There is 100% correlation between a company's earnings and what happens to the stock.” If stock price follows EPS, here are 6 stocks that look like opportunity. 1. $MSFT - Microsoft

@CaesarCapitalz Also a follow up question. Do you think right now IREN is better valued than NBIS?

@shivenC What would you consider entry point?

$NBIS to acquire Eigen AI bringing advanced inference optimization to Nebius Token Factory 👀 By integrating their model, chip and kernel-level techniques, $NBIS is solving the open source inference bottleneck, delivering materially better performance and cost efficiency out of the box. “The deal consideration will be paid in a combination of cash and Nebius’s Class A shares with aggregate value as of signing, based on Nebius’s 30-day weighted average stock price, of approximately $643 million, subject to adjustments. The transaction is expected to close in the coming weeks, subject to certain customary conditions, including antitrust clearance.” This is a huge news for $NBIS 🔥

@CaesarCapitalz May be around $120-130 or even lower?

@CaesarCapitalz Do you think its late to invest in $LTE now? The stock has already rallied more than 1000%?

Here’s a list of 7 photonics stocks focused on optical components, lasers, transceivers, and networking gear. All benefiting from AI data centers, high speed optical communications and silicon photonics demand: 1) $LITE - Lumentum Holdings: Leader in optical components, EML lasers, and 800G/1.6T transceivers for AI data centers.

@CaesarCapitalz Can you please explain why you decided to close $HOOD position? Just asking to get the POV as I am quite bullish on the stock.

I just closed my $HOOD position! I’m still trying to reduce the number of positions in my portfolio. I’ll slowly get where I want to be. I bought $HOOD one year ago at $48.13. I sold about half of my $HOOD shares at the end of 2025 at $125 for a ~+160% profit and sold the remaining half today at $86.55 for a ~+80% profit. Overall performance on my $HOOD trade is ~+120%. I was quite late to the party but still managed to make some good profits! Wish all my $HOOD brothers all the best 🫶🚀

@Rizwanabbasi022 120

You can't use the calculator.

@NotA_Bull I think PE is not the only metric when evaluating growth based companies. The future growth bull case is probably the most compelling for Tesla and if they hit that the PE of 360 will probably be nothing. They are creating future of technology!

This why I sold my $TSLA for a profit … I get the hype, but a 360 P/E goes against everything I’ve learned about investing. Are you still holding $TSLA at these levels, or is the math not mathing? lol

@draati3 I don't understand - are you asking the number '9' that how many other numbers are there? I guess the answer would be 'there are many but all are 8'

Eye test How many number are there 9

@Jennnyyyyyy Two approaches and both lead to 51: 2x+5 or 2(x+1)+3

What is the next number? 🤔 Difficulty - Medium 😬