@amitisinvesting @DollarCostAvg @peterjwolff I have been in through calls last few weeks for same reason.
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Jordan Kerner
3.8K posts
Jordan Kerner 리트윗함
@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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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%
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@MMMTwealth Your piece pushed me to buy $crdu last night. Thank you.
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$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 리트윗함
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 리트윗함
@RemoteNavigator yes sir...in lots of places too. my big one was $CRDU last night..
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Jordan Kerner 리트윗함
$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 🧭@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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@blondebroker1 can i ask you thoughts on CRDO please? got in last night and thinking it can get to new highs
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$165 $ALAB
$185 above
$148 below
Real Blonde Broker@blondebroker1
$ALAB absolutely beautiful today💙
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Jordan Kerner 리트윗함
Space theme - on weekly time frames are telling us we have bigger move is coming!
here are my 4 favorite names
$LUNR - 1 year base with tons of accumulation
$RKLB - A close above $73 will take us to $100
$BKSY - stage 2 name
$FLY - new space IPO that trades above IPO VWAP.
Venu@Venu_7_
the only theme you want on your radar right now is space today’s price action might make it feel like it’s already run but the real move hasn’t started yet (i'm not kidding) this could be one of the hottest themes in the market
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It's wayyy too early to be investing in Robotics.
Even if they can sprint as fast as Usain Bolt and wield dual MP5K's instead of hands.
ETFs like $BOTZ ($3.2B aum) or $ROBO ($280M aum) are just marketing wrappers bloated with legacy industrial firms + startups with no path to profitability.
$TER semis revenue rose to $883M on AI compute demand. But its Robotics segment contributed only $89M and cut 400 jobs last yr.
Says a lot that leaders in the space need to restructure to account for the hardware lag.
Then you've got $ABB spinning off its robotics division since its 12% margin drags down the group’s 18% average.
So you know it's serious when the world's largest automation players exit hardware to protect profitability.
Humanoid ASPs remain at $200k+, while mass utility requires a drop to $50k-$75k - a target projected for 2050...not this decade, let alone 2026.
AI infrastructure spend is crowding out the capex needed for a robotics boom.
It's pretty obvious that the alpha rn lies in the AI supply chain, not Robotics and well-marketed ETFs.
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Charts of interest:
$CRWV $NBIS $LUNR $YSS $BKSY $RKLB $ASTS $PL $ARM $FLY $BE $AMPX $AMZN $GLW $TER $DELL $LWLG $SNDK $SEI $SKM $EWZ $MOD $SOLS $AMD $AMKR $SPIR $FCX $BWXT $HUT $TTMI $VIAV $TSEM $AAOI $AXTI $MRVL $AEHR
Finding the leaders is never the hard part. Getting positioned and catching the meat of the move is where it gets tricky.
Focus on stocks at or near new highs, with big bases and strong thematic or fundamental drivers. Those are the names that make the biggest moves when the environment cooperates.
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