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Gnotz (Bull)
69.4K posts
Gnotz (Bull)
@BullTradeFinder
📈 Full Time Options Trader & Analyst | $RIVN $ZETA $OSCR Investor | Join the #1 Options Trading Discord 👇🏼
Join BullTradeFinder 👉🏼 Katılım Aralık 2013
406 Takip Edilen120K Takipçiler
All the shareholders of $GME about to be drained in dilution!
The Kobeissi Letter@KobeissiLetter
BREAKING: GameStop, $GME, is offering to buy eBay at $125/share per WSJ. This would be a ~20% premium to eBay’s closing price on Friday, meaning an implied market cap of $55 billion. That’s nearly 5 times the market cap of GameStop.
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Nobody wants to hear this:
You don’t need more indicators.
You need:
Patience
Discipline
Risk control
That’s it.
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@BullTradeFinder For the greater good of sticking it yo short sellers… yes
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Most traders don’t lose because of bad setups.
They lose because they:
Overtrade
Size too big
Chase entries
Fix those 3 and your PnL changes overnight.
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$GME Here goes all the share holders with dilution.
Evan@StockMKTNewz
GmeStop $GME just said it has made a ~$56 Billion unsolicited bid to acquire $EBAY GameStop CEO Ryan Cohen has already built a ~5% stake in eBay and is offering to buy the rest at ~$125 per share in cash and stock Cohen said he has a commitment letter from TD Bank to provide around $20 billion in debt financing to help make a deal possible If eBay isn’t receptive to the proposal, Cohen said he was prepared to run a proxy fight and take his offer directly to shareholders (Source - WSJ)
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Unlimited debt.
FinancialJuice@financialjuice
Gamestop offering to buy eBay for $125 a share - WSJ $GME $ebay
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I’m in for it.
1980’s Finance@1980Finance
Imagine managing a $48.5 million portfolio from here
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Gnotz (Bull) retweetledi
@BullTradeFinder That’s why I follow you on options selling. Looking for consistent gains not home run while preserving the capital 🙏🏻❤️
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@BullTradeFinder Serious question, why not just buy MU and SNDSK and WDigital stock. All i can think of is the SK - Samsung exposure as a reason.
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I feel like these ETF’s are always so late to the game
InvestmentGuru@InvestmentGuru_
The first Memory ETF just dropped — $DRAM Top holdings: → Samsung Electronics — 25.02% → $MU Micron Technology — 24.13% → SK Hynix — 23.61% → Kioxia — 4.98% → $SNDK SanDisk — 4.81% → $STX Seagate — 4.75% → $WDC Western Digital — 4.67% The AI memory arms race now has its own ETF HBM demand isn’t slowing down. Memory is the bottleneck. $DRAM gives you a basket of every major player in the space.
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Absolutely unreal. Feels like $NVDA type growth.
Investing visuals@InvestingVisual
$SNDK net income growth is insane: • Q1 2025: -$1,923M • Q2 2025: -$23M • Q3 2025: +$122M • Q4 2025: +$803M • Q1 2026: +3,615M From -$1.9B to +$3.6B in just 5 quarters.
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Did you see $SNDK also got a $42B contract or contracts up to $42B it’s crazy.
These names are undervalued with their growth.
Trade Whisperer@TradexWhisperer
$MU $SNDK $DRAM "Way Cheaper" Mizuho (Jordan Klein) noted that $MU is “crazy cheap,” trading at around 3 to 4 times buy-side EPS. He “could not be more bullish on DRAM and Memory overall off this AI CPU acceleration narrative/chase.” Supply is not keeping up with demand and no new supply is expected until the second half of 2027. As a result, prices are expected to rise. High Bandwidth Memory (HBM), a type of DRAM used in AI accelerators, is also seeing strong demand, with a 3-to-1 trade ratio. Klein also pointed out that CPUs cannot operate without RAM. He noted that “they go hand in hand. So a lot more server (or even client CPUs) means a lot more DRAM over time.”
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