Aditya R

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Aditya R

Aditya R

@AdityaInvests90

Breaking Down Stocks and Business 📈 | Undergrad Majoring in Data Science 🧪 With Minor In Finance 💰

Chantilly, VA Katılım Mart 2020
830 Takip Edilen2.1K Takipçiler
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Aditya R
Aditya R@AdityaInvests90·
Thanks everyone for 1k followers 🥳 The finX community is an experience you can’t get anywhere else, the amount of stocks that have ran with retail getting in early has been unbelievable this year. It’s been such a fun journey posting everyday about different stocks, in this incredible community love yall.
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Alpha Percentage
Alpha Percentage@AlphaPercentage·
@amitisinvesting It’s all good, but isn’t NOK too extended? The right time to enter was back in Feb this year. If I enter, it would be on a bullish pull back.
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amit
amit@amitisinvesting·
$NOK Nokia long thesis: - Nvidia owns 2.9% of the company, they bought in October 2025 when the stock was around $6.50 - The option flow is incredible signaling that there are larger players that see the name moving into the $20s - Chart is breaking out from a decade-long consolidated base - Core AI business is growing 49% YoY and AI data centers are moving towards the cell tower / telecom edge which would imply Nokia having a strong runway of growth The Chief Development officer also just bought 32,595 shares at $15.34 on Friday. (h/t @Sergeant991) Jensen is bullish as he has repeatedly framed the Nokia partnership as part of a much bigger generational platform shift from traditional 5G toward AI-native 6G networks. EdgeAI is essentially having compute run on device. Why is this important for Nokia? EdgeAI transforms global telecom networks into distributed computing platforms. By providing carrier-grade 5G and fiber hardware (which Nokia plays A BIG role in), they enable data to be processed locally at cell sites rather than sending it to distant cloud data centers, ensuring ultra-low latency, enhanced security, and bandwidth efficiency. In fact, Nvidia has changed their reporting for earnings to be Data Center Compute and Edge Compute with one of the core parts of Edge Compute as AI-RAN base stations. A few months ago, Jensen said “Telecommunications is a critical national infrastructure — the digital nervous system of our economy and security,” and argued that AI-RAN built on CUDA and AI will “revolutionize telecommunications.” If semis hit a short term top, Nokia will absolutely fall, so the broader risk is also macro and sentiment on semis. Originally was a trade, still doing more DD, but feeling like this can be more of a hold, seeing the insider buy recently at these prices (after a 100% move YTD) is also encouraging. Thoughts on $NOK? Substack linked below discussing the thesis. other accounts that have been covering it well @optionscjp @KawzInvests @michaelsikand @investingluc
amit@amitisinvesting

@FrostyFinances jumped in right before the breakout lol this market is getting crazy

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Aditya R
Aditya R@AdityaInvests90·
$NBIS is up over 7% in German stock market.. This likely means it will open up 7% when US overnight markets open up today putting the price at $226
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Aditya R
Aditya R@AdityaInvests90·
My 3-year price targets: - $NBIS: $1200 - $HOOD: $500 - $AMZN: $500 - $AMD: $1500 - $META: $2000 - $ZETA: $150
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Aditya R
Aditya R@AdityaInvests90·
@CarsonTalkMoney I really don’t get why they keep the market closed on these holidays
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Heisenberg
Heisenberg@Mr_Derivatives·
Pathway for the NY Knicks: 1) Sweep tomorrow and enjoy a nice week of rest. 2) Spurs and Thunder continue to duke it out punch for punch. Goes to a grueling battle for attrition Game 7. Thunder wins at home in a nail biter. 3) A well rested and hungry Knicks vs. a tired Thunder team in the Finals. 4) Pacers gave the Thunder all they got last year and almost won. Thunder were vulnerable then and are vulnerable now especially playing against the best Knicks starting 5 of all time imho. 5) Knicks win the Chip in 6 or 7 in an all time classic, one for the ages. 6) Heisenberg cries. Tears of joy. Can rest in peace now.
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Brett
Brett@Brettman77·
@AdityaInvests90 Are you buying right $NOW? I’m $OPEN to the idea 😂
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Aditya R
Aditya R@AdityaInvests90·
$NOW stock has been at the same price for 5 years now while revenues have gone 3x 2021: $NOW at $101 - Revenue: $5.9 Billion 2026: $NOW at $101 - Revenue: $15.7 Billion Tripled revenue Same stock price Are you buying $NOW right now?
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Aditya R
Aditya R@AdityaInvests90·
$SOFI Revenue went 5x over the past 5 years while the stock price remained the same. 2021: $SOFI at $15 a share - Revenue: $985M 2026: $SOFI at $15 a share - Revenue: $4.77B At some point, price has to follow fundamentals. Are y’all buying $SOFI right now?
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TJTheWheelDeal
TJTheWheelDeal@TJTheWheelDeal·
How we be feeling knowing that market is closed tomorrow lol. Some jerk off will say GO TOUCH GRASS!! YOU TOUCH GRASS. WAHHHHH lol
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kizzy
kizzy@KizzyInvests·
@AdityaInvests90 $NBIS has been executing at a higher level. I will say $IREN is making the right acquisitions, but is not moving at the same pace. If $IREN drops to $30 I would likely re-enter as I do believe they can succeed over time, I am just much more confident in $NBIS.
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Aditya R
Aditya R@AdityaInvests90·
I remember when people were saying $IREN was going to outperform $NBIS in the beginning of 2026 what happened to those people? Since then $NBIS has returned 145% while $IREN has returned only 45%… looks like the market has chosen which is the best neo cloud $NBIS is just better because of them not doing ATMs worth half their market cap, they have valuable subsidiaries like clickhouse which is set to scale up, and they constantly have new deals with customers like $META $MSFT more frequently.
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Jeremiah
Jeremiah@Jeremia76920744·
@AdityaInvests90 CEO claimed that Middle East numbers hurt this past quarter. With peace, it may rip 10% next week. Salesforce earnings beat would help tremendously even tho they aren’t directly linked.
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Aditya R
Aditya R@AdityaInvests90·
$MU will hit $1500 by EOY in my opinion Agree or disagree?
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Drago
Drago@Dragonito007·
@AdityaInvests90 Unless there is some disruption or another competiition coming out (there are some already appearing) yes I think it's very possible.
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Aditya R
Aditya R@AdityaInvests90·
@BullTradeFinder Yea it definitely has a chance of happening if they maintain their growth
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Matt
Matt@3KComeback·
I want to increase my X payouts every 2 weeks. Anyone have any thoughts on how to do this? 👇
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