Anthony Massa

@amitisinvesting @JDVance lol

@JDVance JD I am also very happy for her podcast but can you PLEASE PUMP OUR BAGS WE ARE REALLY FEELING IT OUT HERE

Very proud of my wife, Usha, for launching her podcast today!

@jrouldz Fuck yeah

More to life than markets my friends For example, sunny days and buffalo chicken slices 😎🍕

@spacanpanman Word!!! More death!

☢️ Kids too damn soft these days

@Clutchcity_Ita @itschrisray @NASAAdmin What’s your buy zone? I’m looking at around 45 to 55. Thoughts?

@itschrisray @NASAAdmin All my eyes on $RKLB Approaching buy zone

Can someone explain to me like I’m 5 why space stocks are getting hammered on the day that @NASAAdmin is giving his Return to the Moon/Golden Era of Space presentation? 🤔 $FLY $RKLB $ASTS $PL $VOYG $LUNR $RDW $BKSY

@TechTraderView @itschrisray @NASAAdmin “buy”

@itschrisray @NASAAdmin “But the rumor, sell the news.” Traders have known this for almost a hundred years.

@MMMTwealth Why does he use witch instead of which lol

Another reason why spending your Sunday evening fear mongering about the red futures market is a pointless task. Trump just now: 1. Postponing energy strikes on Iranian power plants. 2. Productive conversations over the last 48 hours. So far the markets like it, but we're nowhere near to having any conclusive evidence still. Stay patient.

@amitisinvesting “Which”

So let’s get a sense of the vibes now that Trump has said this… If you aren’t long, would you go long? If you are long, would you derisk? If you are short, would you double down? The war isn’t over, but this shows Trump might not want to escalate as much as people think…

@jrouldz Rigaku… thank me later lol

I’ve been spending a lot of time thinking about how the AI and robotics revolution will play out Where the bottlenecks may be, and what sectors might accordingly have the most investment potential Energy and raw materials keep coming to mind. There is no shortage of speculative, next-generation tech companies in these spaces. Companies that show a lot of potential, but burn cash and have no meaningful revenues, let alone profits. I figure over the next decade, a lot (most?) of these companies will fail. But for anyone who can choose them right, the return potential will be enormous 🧠

@ChrisCamillo Chris how do you feel about photonics? Does it have any promise or just hype?

never felt better about my AI trades

@btcbongo @ChrisCamillo Rigaku he just bought 1 million worth of it

@ChrisCamillo what trades camilo??

@MagnusNoru2llt @ChrisCamillo Rigaku

@ChrisCamillo Which? Amzn?

@ChrisCamillo I’m am so loaded up on Rigaku it’s insane

@jrouldz When you have five children and are going to Disney and can’t afford to go to sleep because you need to watch them……that’s when you need it lol

I’ll never understand why people want caffeine before sitting on a plane

@CatSE___ApeX___ @retail_mourinho @CatSE___ApeX___ dancing on him after dropping some knowledge lol

@retail_mourinho Dude. $2 was hard. Holding from there to ~$90 isn’t really a bad experience.

$ASTS investors having a hard time

@DumbMoneyTV @ChrisCamillo I just sent this video to my daughter. I told her to keep an eye out for things that are trending on tik tok. Yesterday she brought this product to my attention and I literally bought shares of the stock yesterday lol

#1 on Amazon… and Almost No One Owns the Stock x.com/i/broadcasts/1…

@Chi_w_wong @amitisinvesting I do lol

@amitisinvesting Who's got cash, that's the main question ?

FUTURES Worst futures open we’ve had in a while. S&P $SPX has held $6700 all year and futures are showing that level being taken out.

@MMMTwealth Rigaku is a good one. You should look into that

One stock I'm mulling over a lot lately is $AEHR. It's starting to look more like a necessity in the AI buildout and less like a speculative bet. As more and more bottlenecks appear, more ways of chips "failing" increases... i.e. thermal, packaging, interconnect failures. Thermal is the biggest one though. More advanced chips means more heat which means more likely chips melt down. This is where $AEHR comes in. They stress test ever chip. But here's where the numbers get interesting: Currently analysts are estimating $82M in revenue in FY27. You can make quite a reasonable case that $82M is VERY conservative by just replacing what management has said and doing some simple numbers on bookings and capacity. 1. Management's own $60-80M 2H FY26 booking guide vs $25-$30M revenue all but guarantees a large backlog entering FY27. 2. Majority of these bookings are high value AI wafer and package level burn in, not low margin legacy orders. 3. Sonoma AI ASIC forecasts starting to ship in Q1 FY27. 4. The $14M AI processor order, silicon photonics follow on, and rising early Q3 bookings is already underway. Put simply, I'd argue if $AEHR actually books anywhere near $60-80M in 2H FY26 and converts even a normal portion of that... $82M seems like a bearish forecast. The question is then whether +80% expected growth in FY27 warrants a 17x sales multiple... and I think it does. I think it's time for $AEHR to rerate now in the midst of this CapEx cycle.

@ChrisOn50570948 @yankeesmobb You read my mind lol was thinking the same thing

@yankeesmobb DAMN ! I never though I'd say this but that is too much cheese LOL Lets Go Devils !

Vilardo’s in Nutley.

@Roiet549111 You ever look at Rigaku… I think it will print money

@AnthonyM59634 Not just $NVDA

$NBCLF don’t overthink it folks. Moat on the glass sheath substrate that stops nvidia chips from overheating.

@KirkSpano I love Dario

Dear young folks, ethics matter, this is the type of biz leader who you support support, not the Eluns & Scamaths, for a better world.