Stocks Surfer

$ORCL is raising $40B for capex, guess what they're buying? Probably mainly AI servers and chips... Can't be more bullish for this sector. Maybe they're one of the 20 $SMCI customers accounting for the $39B recent orders?

@italianinvesto They are raising $40B for capex, guess what they're buying? AI servers and chips. Can't be more bullish for this sector

Okay guys we are fucked...the $ORCL earnings are out and the market isn't liking them. The AI trade is over. It was fun while it lasted, good luck all 👋

@VforPepe @MoInvestingHQ Understandable! I really like the new premium options they are releasing on Instagram/WhatsApp/Facebook and I think their investments in AI will pay in the next years. We'll see!

@StocksSurfer @MoInvestingHQ I had bought it in the 200’s and was holding for a while, but feel like it’s kinda peaked, and big investments in metaverse and vr etc was a flop etc.. wasn’t feeling it anymore, I cashed out and disbursed elsewhere 🤷🏻‍♂️

Now that $NVO is out of the portfolio, rating my current holdings in terms of Buy, Sell or Hold $AMD - HOLD $AMZN - BUY $META - BUY $GOOGL - HOLD What would you Buy, Sell or Hold from this group?

@BrettKessler__ Absurd overreaction here, $39B in orders is massive

I am watching the market today, and the panic selling hitting Super Micro Computer $SMCI is an absolute, multi generational buying opportunity. The market is completely overreacting to short-term margin noise, entirely missing the physical reality on the ground. There is simply not enough compute in the world, and the demand is never going away. 🧵

@VforPepe @MoInvestingHQ Why? 🤣

@StocksSurfer @MoInvestingHQ Bold move. I exited all my META 🤷🏻‍♂️

@MrStealth27 $39B in recent order is massive

The selloff for $SMCI may be a bit overblown right now. Has a 12 Forward PE. So still some solid growth!

@BourbonCap Exactly! I bought more $VST today

$VST is trading at 13x forward earnings... the lowest level since Liberation Day It looks like the market is planning to power AI with prayers

@wealthyfranklin Made $META my biggest position today

Okay, I'm officially convinced $META is a buy at these levels. Revenue up 33% last quarter, stock down 26% from its high, trading at just 18x forward earnings. 18x for 33% growth. I'll take that all day.

@LeopoldATracker $SMCI

I'm scanning the market for undervalued stocks after the recent dip. Drop the ticker of the stock you'd like me to analyze, and I'll share my thoughts.

$SMCI announced a $7B financing package to secure components needed to fulfill demand from more than 20 customers and $39B in AI server orders. Stock is trading at -18% because market fears dilution. I see demand is literally exploding here. $39B is 2x the entire market cap of the company.

@BullishNSassy I'm buying too, $37B in new orders and people panicking for $7B dilution is nonsense

Am I absolutely crazy for buying some $SMCI just now?🤷‍♀️

@Brownmoose They're raising $7B in order to buy components to manage $37B of new orders... This is very bullish for me

$SMCI CRASHING -35.50% From last Week ATH -17.4% Intraday Does anyone know what's happening with it ?

@QC_Capitals $NVDA, cheaper and with more growth

$AMZN or $NVDA ?

I just started a new position in $SMCI at $35.8 after closing it at $46 exactly one week ago. Thanks to the market and this nonsense volatility for this cheap price. $SMCI is very cheap at 13x fwd p/e and 0.7 p/s. Revenue growth is expected at +100% YoY for the next 2 quarters.

@frcryptonewsfr I think $AVGO is a good buying opportunity right now. Forward p/e 25x, PEG lower than 1, around 90% revenue growth forecasted for the next 2 quarters.

Do you think that, after this slight correction, $AVGO is starting to be a good buying opportunity, or is it still too overvalued for now? I am hesitating to add to my position; the huge increase in fundamentals and the dividend growth make me want to strengthen it.

@InvestsDad Yep, started a position Friday

I've had $LITE on my watchlist.👀 Anyone own it?

@MoodyWriter13 $INTR is one of my biggest positions. Its valuation is completely misaligned.

Yesterday, the Federal Reserve approved the application for $INTR to operate a branch in the United States. A new growth market. The stock currently appears absurdly cheap. With a P/E of just 7 for 2026, 5 for 27, at an expected growth rate of over 20%. In October, elections will take place in Brazil. The incumbent leftist president Lula will likely run against the son of his incarcerated predecessor Bolsonaro. Critics claim that Inter’s major shareholders, the powerful Menin family, support Lula, and that if he loses, INTR would be at a disadvantage, since INTR benefits from the Lula government’s housing projects. I’m an outsider, but I consider the risk to be low. If that’s really the reason, why are the other Brazilian fintechs being affected too? I understand the criticism of the rapidly growing loan books of these fintechs like NU and others, which are largely unsecured. But my understanding ends with INTR, which has over 50% secured loans and has recently grown most strongly in mortgages. Lots of drama, little substance imo.

@italianinvesto This is very interesting, surely undervalued. Worth 1% of my ptf.

$CEK — CeoTronics AG A €72M market cap German micro-cap sitting on a €78M order backlog and a forward P/E of ~10x. Most people have never heard of it. Here's why I think this could be an interesting opportunity. Read the full investment thesis below🧵👇