JC

674 posts

JC

JC

@Altjxcx1990

LONG TERM INVESTOR / OPTIONS TRADING / TECHNICAL ANALYSIS / My post is my personal view / NFA / DM ME FOR THE DISCORD

Florida, USA Katılım Mayıs 2026
128 Takip Edilen276 Takipçiler
Sabitlenmiş Tweet
JC
JC@Altjxcx1990·
Quick update, I deleted my old account (@jxcx1990) and created this one. X support never resolved the spam/ghost account issue despite an active subscription, visibility was throttled for weeks with no fix. @altjxcx1990 here. Same research, same brand, fresh start.
English
2
1
18
3.3K
JDTrades
JDTrades@OnlyTrades365·
67,000 on the day. You show me 72,000 and I will quit my job right now
JDTrades tweet media
English
10
2
56
6.2K
JC
JC@Altjxcx1990·
@varuntakkar01 I didn’t actually look at the date, now it makes a bit more sense, a few quarters of earnings, good development and partnership. Thanks for the head ups!
English
0
0
1
105
Varun Takkar
Varun Takkar@varuntakkar01·
Time to load $NOK If you are still looking at Nokia as a legacy telecom dinosaur, you are missing one of the most explosive tech turnaround plays of the year. Nokia is up nearly 80% YTD, and the stock is actively breaking out of its historical value-trap plateau. ​The narrative has entirely flipped. Nokia is no longer just selling 5G base stations; they are rapidly becoming a vital backbone for global AI infrastructure and sovereign defense. Here is the data-driven bull case for $NOK right now in mid-July 2026. ​1. The €1 Billion "AI & Cloud" Backlog ​The foundational catalyst for Nokia's massive re-rating was its blowout Q1 2026 earnings print in April. While traditional telecom provider sales were flat or slightly down, Nokia’s AI & Cloud segment exploded, posting 49% year-over-year revenue growth. ​More importantly, they locked in a stunning €1.0 billion order backlog in a single quarter for high-margin optical networking gear. Hyperscalers are desperately realizing that massive GPU clusters are useless without the cutting-edge optical transport networks required to move the data. Thanks to their highly publicized AI-RAN (Radio Access Network) alliance with NVIDIA and recent integrations with Google Cloud and AWS, Nokia is aggressively capturing this spending wave. ​2. The NestAI Defense Deal (The July Catalyst) ​If you saw NOK spike nearly 10% in a single day last week (July 9), this is why: Nokia unveiled its first operational results from the NestAI defense partnership. ​Nokia is rolling out portable 5G command networks and agentic AI tools designed specifically for "denied environments" where standard communications get jammed or cut off by adversaries. By leaning into sovereign AI and military-grade tech, Nokia triggered a massive €5.5 billion market cap surge, proving they are unlocking completely new, high-security revenue streams outside of standard commercial telecommunications. ​3. Expanding Margins in a Tough Hardware Market ​Revenue growth is great, but Nokia is actually making more money per sale. In Q1, their comparable gross margin jumped a massive 320 basis points to 45.5%, while operating margins expanded to 6.2%. This is exactly what you want to see during a turnaround—management is shifting away from low-margin legacy hardware and successfully selling higher-margin cloud-native software and advanced optical equipment. ​The Road to $20+ ​While Ericsson just flashed a warning sign about AI-driven component inflation squeezing the broader sector, Wall Street remains incredibly bullish on Nokia's specific setup. JPMorgan Chase and Northland have both slapped $20 to $21 price targets on NOK, implying nearly 75% upside from its recent ~$11.70 levels. ​The Key Date: July 23, 2026. Nokia drops its Q2 earnings next week. If they confirm that their €1 billion cloud backlog is successfully converting to revenue and that their margins are holding steady against component inflation, this stock could easily trigger a massive second-leg rally.
Varun Takkar tweet media
Flowseidon@kiantrades

$NOK darkpool

English
2
1
23
4.3K
JC
JC@Altjxcx1990·
@Simply0DTE Have you had a look at my TA on that one? I shared a while back on 7/7 and before, I saw the $70 coming before the heatmap, purely by doing the TA. Check it out 🫡
English
0
0
1
104
Giul
Giul@Simply0DTE·
$CRWV $80 has arrived Interesting level here $70 came into play on map today, and grew through out the day If $80 collapses as floor, that $70 node can grow and draw price lower Will be watching this $80 area on live rest of week
Giul tweet mediaGiul tweet media
Giul@Simply0DTE

$CRWV Eyeing this map through out this week Love this $80-$85 area as a potential support, will update on this one in @SkylitAI as price approaches If $85 area holds, and downside doesnt increase in volume, $90 can act as a gatekeeper with $100 being a major PT

English
3
4
48
11.3K
JC
JC@Altjxcx1990·
@kiantrades Time to add into my jan2028 $20c
English
0
0
2
171
Flowseidon
Flowseidon@kiantrades·
$NOK darkpool
Flowseidon tweet media
English
9
5
62
20.2K
JC
JC@Altjxcx1990·
@Glitch_Trades I told people about $FSLR $SEDG $RUN, they told me, it ain’t running!
English
1
0
0
58
Glitch
Glitch@Glitch_Trades·
Talon strikes again. $RUN up 4% $BE up 7% $ENPH up 4% $FSLR up 2%
Glitch tweet media
English
28
1
42
12.3K
JC
JC@Altjxcx1990·
@unusual_whales Deepseek IPO, who is goin to buy that? $MSFT?
English
0
0
0
77
unusual_whales
unusual_whales@unusual_whales·
DeepSeek is said to be preparing for an IPO filing as soon as this year, per Bloomberg
English
59
43
587
182.4K
JC
JC@Altjxcx1990·
@BlackOutTrade I also told you to do covered calls! I’m sure you didn’t listen to that haha 👀🫡
English
1
0
0
10
BlackOut
BlackOut@BlackOutTrade·
@Altjxcx1990 I’ll always Hold shares of NBIS almost Bought puts today when someone told me they had bullish News lol. Got distracted though with Nighthawk.
English
1
0
1
40
JC
JC@Altjxcx1990·
I know a lot of people gonna call me out in the comments but I think $ASTS is going to retest $50 range and then pump from there. We have a weekly double top and it’s at the neck line at this moment. That would create a bigger channel for the trader to work in! Let’s see how it develops.
JC tweet media
English
2
1
2
389
JC
JC@Altjxcx1990·
@BlackOutTrade Let’s find out how it develops! Look at NBIS! I shared it with you! The trader is up big time!
English
1
0
0
38
JC
JC@Altjxcx1990·
@BlackOutTrade Yes, if the double top / neckline breaks down and they don’t reclaim, we def see $50 range. If they like the stock now, they will like it at $50
GIF
English
0
0
0
42
BlackOut
BlackOut@BlackOutTrade·
@Altjxcx1990 If it Does JC Definitely called this First. Let’s see 🤝⚫️
English
2
0
1
62
JC
JC@Altjxcx1990·
@Stealthct_Storm I don’t even own the stock but for a trade, I’d like to have it lower for bigger upside.
English
0
0
0
26
Open Source Intel
Open Source Intel@Osint613·
Footage from earlier tonight shows the moment Iranian drone struck a warehouse in Kuwait.
English
48
178
1.1K
132.3K
JC
JC@Altjxcx1990·
@MintedTools Then we are red tomorrow. Gotta swap
English
1
0
1
22
MintedTools
MintedTools@MintedTools·
KOSPI is casually up over 6% while U.S. futures are barely green. Korea woke up and chose to go green instead of red one once. That's a fun change of pace
English
1
0
4
170
JC
JC@Altjxcx1990·
@Breadddman Same to me. I am trying to grow my account but X is not letting my engagement go through. Still working till I reach 500 followers and more.
English
0
0
1
47
BREADMAN
BREADMAN@Breadddman·
BM was less active on X the past month because the algo was wack & engagements were suppressed. It seems like something’s happened since the beginning of this week. I wasn’t even seeing the 80% of the market related accounts I follow posts until yesterday. Anyone else ?
English
9
0
36
3.2K
JC
JC@Altjxcx1990·
@optionscjp There is a massive puts holder sept $210 which is up $4.5M, they are not going to let this go! It’s on my page.
English
0
0
1
50
JC
JC@Altjxcx1990·
@optionscjp Aight imma DCA into my Jan 2028 leaps!
English
2
0
2
374