AverageInvestor

@DeepValueBagger @regard_capital @EndicottInvests 🫡

@AvgInvestorr @regard_capital @EndicottInvests This is the way

Public account is now up 17.5% YTD 8 positions are green: $NBIS $ZETA $AMZN $IBIT $PGY $APP $NVDA $HOOD 1 position is red: $META $QQQ is only up 10% and the $SPY is only up 5.6% in the same time period. All it takes is $100 a week!

@DeepValueBagger @regard_capital @EndicottInvests $NBIS 411 shares.

@regard_capital @EndicottInvests ^

@crescendo_cap Welcome back 🫡

Sold some $TSLA today at ~400 to fund a meaningful allocation of pre-IPO SpaceX shares. We’ll see how it plays out…

@FrostyFinances @fammetaX 100%

@fammetaX So. Basically the average American.

i know a guy who makes $120k a year he has $0 invested drives a $65k truck rents an apartment thinks the stock market is a scam how do you explain it to someone like that?

@DeepValueBagger Thoughts on selling some CC on $NBIS here?

My top two companies $NBIS and $MU are killing it today.

Ok! I did the math ✍️ If $NBIS hits $167 I’m at 25,000% gains from my original $50k I started with 12 years ago. To celebrate, if it hits that number this week, I’ll give $100 to a follower that likes and retweet this. Must have a Zelle account. 🫡👊

@DeepValueBagger Thank you sir.

Getting the hate was worth it to help the ones who listened to my warnings. You're welcome.

@Yeah_Dave Thoughts on $HOOD?

$ASTS -record RSI oversold levels -record shorts -significant retail pessimism/capitulation -completing a fourth 50% correction -hitting big trendline support -at 200MA -Rakuten selling nearly done -Well below avg analyst price target Decent spot to add if you don't scare easy.

@thekriskay Thoughts on earnings tomorrow?

also how can you not be giga bullish $HOOD on the back of this

the most collective wealth acquired in the next 10 years will be thru the stock market. no close 2nd.

@DeepValueBagger Ready whenever you are 🫡

I'm really tired of arguing with random people in my posts. I have been thinking about creating a smaller circle, "DVB Circle". I would like to share more long form format. I have a couple thesis I think could be big. I have a really nice research pipeline to produce great reports to share to. But i hate to be that guy with a sub. And I hate to be the guy having to nuture it. You guys know I don't need the money but it would be nice if I have a fund to increase my local LLM hardware. The idea is 1) I give you excellent reports from my research pipeline. 2) private discord for like-minded people 3) small fee to subsidize my local LLM hardware + cloud fees etc. 4. You get some really interesting thesis on my mind.

@DeepValueBagger 🫡

I have not shared my big account (inclusive of 2 more here) in a long time and proof of net worth. Normally I prefer not to share much of these days. But I would like share a snapshot of it right now with the YTD returns - Robinhood splits it by stocks, derivatives and so forth. I have been on margin for quite sometime, and this is the first time in 3 years that I'm completely out of margin with small cash position. No, it's not because I think the market will crash. It's just for my personal sanity, and financial security to grow this diligently in the time to come. I do have other assets such as Bitcoin, and private equity in SpaceX and few other names.

@Sandeman52 🫡

@AvgInvestorr I have a number in my head using math, pattern recognition, intuition. I don’t get overly excited until that number is close to reached. No emotions.

Hit another all time high. Feel pretty blessed. To think I only started with $50k just 12 years ago 🙏 Will my account stay this high? Maybe. Maybe it keeps going up, maybe it goes down. I don’t care. I keep the formula the same: Pick 1-3 high conviction stocks and don’t believe FUD, bears, trolls, jealous people, panicans, nervous Nellies, media, talking heads, doomers… I believe in myself and my DD. I believe in my conviction. I believe in my judgment. To all the accounts that add value to X, thanks. Special shout out to @mvcinvesting who was literally the first person I saw posting about $NBIS. For some reason your posts kept entering my feed…..I did my own DD and I was hooked. 3.5 bagger for me. Probably my 10th multi bagger but with each consecutive bagger, they become more and more substantial. Also major shout out to @daniel_koss his DD is second to none. Let’s keep the grind going y’all! Just the beginning 🙏👊👍🫡

@StonkShepherd @accounting_ds If you could share once done that would be amazing!! 🙏🏻

@AvgInvestorr @accounting_ds I wrote his stuff down just gotta clean it up

I highly recommend these two articles by SJ before his departure x.com/sjcapitalinves… x.com/sjcapitalinves… He is a regular guy just like us, but through pure curiosity and work ethic learned skills that used to be reserved for a select few That’s the takeaway, information is now democratized, go get it

@Micro2Macr0 @PurdyInvestor Current avg for $HOOD is $128, is there hope?

@PurdyInvestor I'm guessing a lot of things. I wouldn't mind picking up more $SOFI and $HOOD among many others. I'm still not using leverage though and I'm going to take it slow and just nibble. This seems like an endurance race more than it does a Sprint.

Markets will BLEED 🩸 RED on MONDAY, with the USA closing The Strait of Hormuz.

@stockedgeN 🔥🔥

$CRDO — The Connectivity Stack Just Went Full Spectrum Credo closed +12.35% today and ripped another 9% after hours to $146.80. The catalyst: a definitive agreement to acquire DustPhotonics for $750M cash + stock, bringing industry-leading Silicon Photonics PIC technology in-house. This is a thesis-level event. Here’s why: The Bear Case Just Died The biggest overhang on CRDO was the copper-vs-optical debate — would optical interconnect eventually cannibalize their dominant AEC franchise? That question is now irrelevant. Credo owns both sides of the connectivity stack: AECs within racks, optical between racks and across pods. They don’t care which one wins. They win either way. What DustPhotonics Brings DustPhotonics has a differentiated SiPho PIC portfolio spanning 400G, 800G, 1.6T with a roadmap to 3.2T — already deployed at leading hyperscale AI clusters and in design for both NPO and CPO applications. This isn’t a speculative R&D bet. These are production-grade photonic integrated circuits sitting in live AI infrastructure today. The Numbers Credo now expects combined optical revenue (ZeroFlap transceivers + Optical DSPs + Silicon Photonics) to exceed $500M in fiscal 2027. For context, CRDO did ~$268M total revenue last quarter. Optical alone is on track to become a revenue pillar on par with the core AEC/IC franchise. The deal is expected accretive to non-GAAP EPS in FY27. The Vertically Integrated Moat Post-acquisition, Credo’s stack reads: SerDes → DSP → Silicon Photonics → System Integration. Electrical and optical. Scale-up and scale-out. No other pure-play connectivity company offers this full spectrum. Broadcom has optical but is a conglomerate. Marvell has optical but lacks the AEC dominance. CRDO is now the only vertically integrated connectivity pure-play purpose-built for AI datacenter fabric. The Technical Setup Price reclaimed the 50 SMA and blew through the 100 and 200 SMAs in a single session on 2x average volume. After hours puts it at $147, back inside the prior $140–165 consolidation zone from late 2025. This is conviction buying, not a dead cat bounce. Next resistance: $160–165. Conference call tomorrow, April 14 at 1 PM ET. That’s your next catalyst — integration roadmap, design win pipeline, and FY27 guidance details. When the market gives you a company that was already the AEC market leader with 75%+ share, and they go acquire the missing piece to own the entire AI connectivity stack from copper to light — you pay attention.

@stockedgeN Nice coverage, keep it up! Bought this morning at $124.70.

Well done $CRDO management Excellent timing on photonics acquisition Great Thematic fit Earnings accretive

@JUST_KAWS $CRDO

What’s a stock you think will surprise everyone this year?