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Insert Don Draper meme:
Serenity, but totally retarded
x.com/contra_club_/s…
Serenity@aleabitoreddit
2 Year Return: 22,561.99% Pretty decent, right anon?
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ContraClub
8.6K posts
ContraClub
@Contra_Club_
Trading Community. Proprietary Indicators. Live Callouts. Technicals and Astrology Focused
Level 2 Data Katılım Temmuz 2023
169 Takip Edilen1.3K Takipçiler
@ohiain Entered and added this past week. Excellent Friday candle with volume supporting
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$AEVA is starting to look extremely interesting here.
Technically, it’s breaking out of a 270+ day Stage 1 base after finding aggressive buyers right off VPOC + IPO AVWAP reclaim while closing on > average monthly volume…exactly the type of subtle accumulation behavior I look for before large potential expansion phases.
Fundamentally, the story keeps strengthening. $NVDA: Hyperion integration, Daimler autonomous trucking exposure, and growing momentum around 4D LiDAR + Physical AI perception infrastructure.
This looks like 1 of the more compelling “early lifecycle” Physical AI names setting up.
This is a must-watch over the next few weeks!
Chart: $AEVA.
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@SRxTrades Long and strong and I am not referring to my penis 🫡
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$AEVA
Breaking out of a massive weekly base..
FMCW LiDAR producer
Similar setup to $NVTS before it tripled.
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For me since I learned the concept via Qullamaggie I prefer to see the flag surfing the 10 or 20 MA. DIOD has retraced more than that, and the price action is not particularly tight to me. It’s forming higher lows now which is good. But I believe HIMX you posted is the much better example of a HTF
Pulls back to the 10 day off an impulsive move. 4 tight sideways days establishing a clear range and then breakout
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“High, Tight Flag” patterns are extremely rare and usually appear in only a handful of stocks during strong bull markets.
According to William O’Neil, many of the greatest winners in history formed this setup before rallying another 200%+.
The pattern:
- 100%+ move in 4-8 weeks
- Tight sideways consolidation
- Shallow pullback
- Strong institutional demand
Few current names that somewhat fit the criteria:
$DIOD $KLIC $HIMX $MRAM
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@chinoalemano We’re better than Serenity
x.com/contra_club_/s…
ContraClub@Contra_Club_
In honour of Serenity scammer getting Community Noted I just realized there’s a performance button beside. Knocks down my numbers a bit cause I guess I had to seed the account with a few extra thousand bucks at the start when I was < $5k and still blowing up But even with that I still cleared that fucking fraud
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A retail investor just outperformed entire hedge funds.
One person. No team. No billions. No PhDs.
His name comes up again and again: Serenity, with $SIVE.
The world got too complex for the old playbook.
Hedge funds have armies of analysts, but the machine still thinks in simple, decades-old models.
Slow. Bureaucratic. Allergic to anything new.
Meanwhile one obsessed retail investor can go all-in on a single edge. No committee. risk officer or permission needed.
Focus is the new alpha.
And then came the variable nobody priced in: AI.
New. Misunderstood. Completely lost on the old guard sitting on legacy capital.
Misunderstood + moving fast = the biggest opportunity of our lifetime.
The edge used to be money.
Now the edge is understanding.
Serenity / SIVE is just the first name you'll hear.
It won't be the last.
Serenity@aleabitoreddit
All right chat, crowdsourcing your #1 highest conviction (10x only) stock long for the Power Semi trade. Especially given $NVDA pushing shift to 800 VDC. Stuff like $NVTS or $WOLF, but high-beta, 10x potential only. Anywhere around the world. What's your pick?
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$OUST
→ I’m heavily eyeing a LEAP position in this name.
→ Last week was honestly the perfect entry opportunity, but I got distracted by $PLTR and $SMCI.
→ Structure still looks very constructive on the bigger timeframe.
→ Above 38, this opens the room toward 52.50 and eventually 82.50.
→ Momentum expansion could get violent once that trigger level is reclaimed.
→ Definitely one of the more interesting asymmetric setups on my radar right now. 🔥
💁🏽♂️Aston🦦@Simemeulation
@BabaNeal007 $OUST
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ContraClub retweetledi
@steve2bacon @gotraderj Wizards Jordan still better than Lakers LeChump
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$CL $USO bear break over this long weekend. Not surprising as we had noted the similarities between this and the blowoff moves in gold and silver recently. In particular with gold as it testing the high of the move before resolving lower
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ContraClub retweetledi
I’m massively outperforming Serenity and definitely has absolutely nothing to do with account deposits.
Not bad, right anon?
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$FLY looking great
+22% last week... thanks to a 15% move on Friday
Starting to climb out of a nice base.
Space theme is hot.
Justin Spittler@JSpitTrades
$FLY on the verge of a big breakout. Space theme is hot 🔥
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@steve2bacon @StrateGeee Clearly I need some improvement on this whole shit talking thing 😂😂
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@Contra_Club_ @StrateGeee i was gonna say something similar but about serenity’s 💀💀
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Wait so let me get this straight we’re going to clown Citrini for putting small % allocation in his picks many of which went 10 bag+ but not Serenity for posting no allocation or trades and a screenshot of sub revenue inflated gains in a non-trading account 😆😆😆
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This valuation completely misses the excessive ongoing share-dilution in $OUST which might not stop immediately when they get to profitability
Also, 35% EBITDA margin is a very optimistic assumption at ~1B revenue given D&A isn't a huge item to add back to their operating income. Operating expense will likely be around $180-200 million so unless you think their gross margin will naturally grow to 50% it's hard to see how they would have that big of a margin, and to apply a high multiple on top of that isn't leaving much "margin of safety".
I'm bullish $OUST but they need either one of these to truly drive exceptional returns:
1, stop the share-dilution
2, accelerate growth well above 50% (this is what I'm betting on)
3, get strong retail hype along with Physical AI buzz in the market (this is also possible and we see early signs of it)
My personal base case for $OUST is $100-150 a share by 2030 with the optionality of the Physical AI bull case playing out that accelerates their revenue growth well above 50%
Oliver | MMMT Wealth (CPA)@MMMTwealth
Here's how I see $OUST getting to +$180. I think we get $950M in revs in 2030. That's 41% CAGR which is just above managements midpoint they guided for. So, at $180 based on this revenue you'd need a revenue multiple of ~13x. At 72M outstanding shares, $245M in net cash... you need an EV of $12.6B to hit the $180 target. 13x revenue multiple on 41% revenue CAGR isn't cheap...but $OUST will be a business that deserves a premium just like optics plays deserve a premium now. You'd also need an EBITDA multiple of ~38x. 35% EBITDA margins on $950M in revenue gives you $333M in EBITDA. $CGNX trades between 35-45x EBITDA so this is a fully defensible comp to use. $CGNX is growing EBITDA at 30% CAGR right now... $OUST should be growing EBITDA far more than that. Long $OUST.
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@Contra_Club_ How is it sub inflated when he says its all donated to charity?
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Here’s a real screenshot of Interactive Brokers showing both the Value and Performance. In the post above this one I only posted my Value tab which has text equivalent to Serenity-scammer. The text under Performance is different.
Also note that both my %’s are higher than this sub inflated fake trash Serenity-scammer posted. He’s just a market research firm like Zoltan, not a trader. Which is fine
ContraClub@Contra_Club_
In honour of Serenity scammer getting Community Noted I just realized there’s a performance button beside. Knocks down my numbers a bit cause I guess I had to seed the account with a few extra thousand bucks at the start when I was < $5k and still blowing up But even with that I still cleared that fucking fraud
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ContraClub retweetledi
@Contra_Club_ I take 30% gain on a 1mil capital over 3000% on a 1000 capital. If Serenity actually risked that much money, he'd be bragging until there's no tomorrow. The fact he's scared of revealing the portfolio is very revealing
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