Jordan Kerner

3.8K posts

Jordan Kerner

Jordan Kerner

@jskerner

Financial advisor

Westport, Ct Inscrit le Mart 2009
574 Abonnements620 Abonnés
Jordan Kerner retweeté
Nathan Bancroft
Nathan Bancroft@n_bancroft2·
Not a time to be aggressively selling in to strength in my opinion. 6 month correction. Washout in breadth. Sentiment in the toilet. Basket of stocks acting incredibly and breaking from bases. Market shrugging off bad news. Follow through day. Many underinvested/not believing the rally. Time to take a swing for the fence for me. Grabbing some bench and sitting
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Dave Data Guy | author of 2 stock investing books
I bought this stock a month ago because they had the word 'energy' in their name and their headquarters are in Pennsylvania near where I grew up. I'm sorry I didn't do more research on them.
Dave Data Guy | author of 2 stock investing books tweet media
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Jordan Kerner
Jordan Kerner@jskerner·
@ruth_capital @Biotech2k1 Agree unfortunately it’s seems retail hasn’t committed yet, hedge funds are net short and CTA’s playing catch up.
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Jordan Kerner retweeté
Ruth Capital
Ruth Capital@ruth_capital·
@Biotech2k1 low volume is a bullish indicator. that's where most of the gains are made and by the time everyone complains many names end up being 20-30% higher as someone who was bearish and wrong... this was the main indicator that showcased me that
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Biotech2k
Biotech2k@Biotech2k1·
Another huge up day on super low volume. There is no volume what so ever to their entire rally off the lows. I don't know who is propping up this market, but it looks like a clear bull trap.
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CMS Invests
CMS Invests@cmsinvests·
I’m looking to add ONE space stock to my portfolio to play the Space X IPO… Deciding between $RKLB, $ASTS, and $FLY What stock would you pick out of the three?
CMS Invests tweet media
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Jordan Kerner retweeté
amit
amit@amitisinvesting·
@peterjwolff kind of want to buy $IREN just given how much it’s lagged feels like one big deal and it catches up
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amit
amit@amitisinvesting·
so… the debate is over right? $NBIS is the best neocloud out there? is it still even a question or has Nebius officially won? stellar mgmt, multiple equity stakes in diverse businesses, scooping up deal after deal… i trimmed some at $105 to derisk and buy more $NVDA, letting the rest of my position ride although the CCs on this even for $200 are very attractive it does feel overbought here (i would not buy at $150) but it is now in price discovery so anything goes i still don’t love the biz model of the neoclouds with unlimited dilution + no profitability but $NBIS does seem to be differentiating themselves with ambitions to be a hyperscaler cloud vs just a neocloud debate is done? are they the single best one out of the entire batch of neoclouds? +8%
amit tweet media
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Oliver | MMMT Wealth (CPA)
$CRDO is acquiring silicon photonics company DustPhotonics for $750M in cash and 920k shares. It's estimated this should bring it's total optical revenue to more than $500M by FY27. $CRDO now leads in AEC's and is a big player in photonics. Best of both worlds...and still very cheap.
Oliver | MMMT Wealth (CPA)@MMMTwealth

$CRDO is quickly becoming one of the more asymmetric bets in the market. $CRDO isn't a pure photonics play by any means but we've been told more than enough times that AEC's aren't going anywhere anytime soon. $AVGO CEO: "The final, final straw is when you can't do it well in pluggable optics. And of course, when you can't do it even in copper, then you're right. You go to silicon photonics, and it will happen. We're ready for it. Just saying, not anytime soon." $NVDA CEO: "In the future, we need more copper cable capacity, and we also need more optical chip and CPO capacity." $CRDO at 13x NTM sales and 21x NTM EBITDA and 27x NTM PE is very cheap when you have: -> Revenue growing 205% in FY26 -> EBITDA growing 380% in FY26 -> EPS growing 373% in FY26 Yes, there's still the long-term risk that photonics dominates but if you're bullish on the AI buildout for the next 5+ years... $CRDO will remain a core part of that buildout. And $CRDO potentially doesn't deserve the premium that a stock like $LITE trades at because the LONG-TERM "leadership" status (I'm talking +3-5 years from now) isn't as strong. But even with that, $CRDO is trading at more than a 50% discount on EBITDA and 2.5x cheaper on EPS. Imo, the disconnect should be nowhere near that.

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Jordan Kerner retweeté
unusual_whales
unusual_whales@unusual_whales·
Bernie Sanders said he will force a vote on legislation to block nearly $500 million in bombs and bulldozers from being sold to the Israeli military.
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Jordan Kerner retweeté
Nathan Bancroft
Nathan Bancroft@n_bancroft2·
$MOD New highs from watchlist. No position
Nathan Bancroft tweet mediaNathan Bancroft tweet media
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Remote Navigator 🧭
Remote Navigator 🧭@RemoteNavigator·
$RDW is crazy coiled - moving averages don't get tighter than this 👀 $RDW is struggling for momentum in the short term, but don't automatically mistake quiet for weakness, because it is becoming extremely coiled. Also keep in mind that is it still above the downsloping resistance line that it recently broke and has now successful back tested 4 times. The stock is currently squeezed between the Daily 50MA (yellow) and the 200MA (purple), the latter of which aligns perfectly with the key structural resistance at $9.75. The most compelling technical feature right now though is the extreme confluence of averages - a ribbon contraction. The following levels on the Daily chart are all compressed within a tiny 7-cent range ($9.23 – $9.30): - EMA10, EMA20, EMA50 - 20MA and 50MA With Friday’s close at $9.29 sitting within this cluster too, it indicates a period of extreme price equilibrium; the market is undecided and the rubber band is stretched as far as it can go. What to Watch Next When moving averages cluster this tightly, it usually precedes a high-velocity expansion move. The Bull Case: A high-volume break above the $9.30 cluster and more importantly the $9.75 level (and 200MA) could trigger a squeeze as the coiled energy is released to the upside. The Bear Case: Failure to hold the $9.23 support level would signal that the coil is breaking downward, likely leading to a test of deeper structural support, such as $7.85. A few times I have compared the current setup in $RDW to $LUNR around $10 at the end of last year. I also shared that $LUNR had a Ribbon Contraction in November (x.com/RemoteNavigato…) and we all know what happened there. So keep $RDW on high alert and watch for any break, because this level of compression rarely lasts long so expect a decisive move soon.
Remote Navigator 🧭 tweet mediaRemote Navigator 🧭 tweet media
Remote Navigator 🧭@RemoteNavigator

Fire some tickers my way and I will look to do a few chart posts before market open 📈📉 The two most commented and a couple randomly selected by Grok. I have already done $ONDS $IREN $CIFR $ANET $ALAB $CRDO $ASMC over the weekend so please don't comment those. 🔥🔥🔥

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