Mike Moves

@MemphisJookin That “My Pleasure” in Memphis different lol

Chick Fil A in Memphis is different 😂🔥

KAT: “Jalen knows… he has a national championship.” JB: ✌️ Jalen Brunson had to clarify how many titles he won in college at Villanova University 😅 Brunson and the Knicks have a 2-0 series lead in the NBA Finals!

JUST IN : MARVELL TECHNOLOGY TO JOIN S&P 500 $MRVL

@Wale @Wale Check out IOS mobile app called “SilverSpoon Ai” to find the best spots anywhere in the world in seconds. I’m the founder; I’m from DC as well. Would be dope to hear your feedback on it. apps.apple.com/us/app/silvers…

Aye who got the best soul food in Austin TX ? This cheat day . Imma make it worth it.

It’s on the way right to the support line I placed on the chart when I got into the $SPX puts 📈

My entry on these $SPX puts was surgical 🔥🔥🔥🔥🔥🔥

Recently I sold out of $EOSE and increased my $TE position

@mikealfred Texas Wedge all day lol

Serious question: putt or chip?

$META | UBS reiterates 𝐁𝐮𝐲 on 𝐌𝐞𝐭𝐚, maintains 𝐏𝐓 𝐚𝐭 $𝟖𝟔𝟓 Analyst sees clear signs of GenAI chatbot monetization, alleviating investor concerns on ROIC from GenAI CapEx and creating future revenue potential.

Keep mastering your #investing craft until you become an independent thinker with your own style, framework, conviction, and ideas. There’s nothing wrong with getting inspiration from others or hearing about a play through your network, but the ownership of the decision must come from you. If your entire strategy depends on Discord groups, private signals, tweets, or chasing other people’s conviction, you’re not investing. You’re gambling.

@Charlesedward00 @gurgavin Yes, of course he has a team. Broadcom is a trillion dollar company with over 30k employees and a bunch of different companies in different verticals underneath the brand.

@MikeMoves_CCP @gurgavin yea but common, brah doesn't have a team or something??

TODAY BROADCOM A $2 TRILLION DOLLAR COMPANY REPORTED Q2 2026 EARNINGS CEO OPENED THE CALL READING LAST YEAR’S Q2 2025 NUMBERS STOCK IS DOWN ~15% AFTER HOURS HOW DOES THIS HAPPEN AT A $2 TRILLION COMPANY $AVGO

Just grabbed a few $SPX puts. Looks like we may get some sort of pull back shortly.

Everyone says they want cheaper prices. Then the dip comes and they freeze. Me personally, I’m buying $NOW. If you’re not buying the stocks you’ve been waiting for, when exactly are you buying?

I don't see anything that can justify the $META valuation gap with peers. It has higher revenue CAGR estimates for the next 3 years than the hyperscaler peers: $AMZN: 13.90% $MSFT: 17.20% $GOOG: 19.10% $META: 20.70% Yet, it's trading at the lowest forward earnings multiple at 18x. It's already generating ROI from AI capex in its core businesses in the form of higher conversion rates and impressions. This is the hard part; no other hyperscaler is seeing ROI from AI capex beyond their cloud businesses. If $META ends up with excess compute, it can easily monetize it at a significant premium to its cost of ownership in the current demand environment. So, $META is actually the best-positioned company to see ROI from AI capex. I don't see how its discount is justified given this. People will look at this a few months down and say $META was obvious.

You can make a lot of money fading the casuals on X haha Use their emotional overreaction as a reverse indicator

The reaction to $AVGO earnings is confirmation that there are a bunch of casuals on X. Haha

@Mike_Hunt_Sr It’s the casuals overreacting as usual lol

did avgo announce bankruptcy or what

$META next to make a big comeback.

I see a lot of chatter about Hock Tan’s minor mix up on the call. Hock Tan is literally the best CEO that I have ever worked for. Broadcom is a well ran company that dominate in a lot of verticals beyond the AI headlines. He is NOT a leader to bet against. I don’t work at #AVGO anymore but I’m still very bullish on the company long term.