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180 posts

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@EBswings
strategy + investing . Not Financial Advice just posting my thoughts. 1 Corinthians 10:13 $JNJ $VISA $NVO $MYRG $ISRG

Went long with $CIFR June contracts, only trade today. From a pure technical standpoint and market regime I’m surprised this isn’t at least $25 yet. Risking 0.5% on this one


Swing trading $BAND, breaking out with a recent partnership with $CRM, looks good to me.

👀The AI grid infrastructure trade is not being talked about at all which blows my mind. 📈 Will repost when these run like photonics📈 $MYRG $AGX $POWL $PLPC $STRL $IESC $FIX $PWR $EME

$MYRG earnings 🟩📈🟩 🟩Revenue: $1.00B (+20% YoY) — first ever $1B Q1 🟩EPS: $2.99 vs $2.06 est — 45% beat 🟩Gross margin: 13.4% vs 11.6% last year 🟩EBITDA: $81.5M (+62% YoY) — record 🟩Backlog: $2.84B — record high 🟩Debt-free. 25% ROIC. C&I margins nearly doubled YoY

Added $COIN calls

For some more gambling this week any $BTC exposure call options look good. $COIN $IBIT $MSTR

$MYRG Builds and maintains the transmission lines, substations, and data center electrical infrastructure that makes the AI buildout physically possible. Just posted record $3.66B revenue, beat EPS by 30%, $2.82B backlog growing. Free cash flow $232M. I like it at the 50 DMA

