EvaEquities📈

247 posts

EvaEquities📈

EvaEquities📈

@EHGInvests

Katılım Ocak 2025
523 Takip Edilen90 Takipçiler
Cole
Cole@StockOptionCole·
If you have a few minutes to spare or some time this weekend. Please check out my trading Guide. I have put down everything I could off the top of my head for this guide book. docs.google.com/document/d/1IU…
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Cole
Cole@StockOptionCole·
If you're struggling yourself. All you need is someone with experience & consistent results to point the direction for you every single day. Thats why I have a Twitter subscription and a Discord subscription. It is available for all levels of experience. Everyone is welcome.
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Coach Mak | Know Your Money
Coach Mak | Know Your Money@WealthCoachMak·
If you are just selling puts as your options and investing strategy… You are doing it completely wrong You need to get long exposure to quality stocks Buy shares Buy LEAPS calls Income alone from selling puts is NOT enough when $QQQ is up by 10% in a month $NVDA $AMZN
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amit
amit@amitisinvesting·
launching something pretty fun for all retail investors tomorrow i don’t want to hype it up too much but im almost certain every single person that sees this will probably sign up for it launching at 10AM EST & no its not a crypto coin or an ETF or my onlyfans 😅😂
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Paper Gains
Paper Gains@PaperGainsInc·
You think you missed $QCOM? Think it ran too far too fast? Bears had 5 straight days to break it below $200. They couldn’t. Haven’t you figured out why? Next stop $230. New ATH. 10% move. Do I care? HELL NO. The chart is ripping because the story changed. The real trade is $QCOM to 400+ when the market stops valuing it like a cell phone chip maker. $QCOM is no longer just a phone company. A major hyperscaler just signed up for custom AI silicon. First shipment: December. 7 months out. “This particular engagement, which we are going to ship in December, is a custom product we are working with a hyperscaler.” Management framed it as multi-generation. Translation: years of custom silicon revenue. Not a one-off science project. Data center revenue today? Basically zero. Tomorrow? “Success in this area presents to us a potential multibillion-dollar revenue opportunity in a couple of years.” That is fresh multibillion-dollar revenue and TAM sitting inside a stock still priced like the old Qualcomm. Not the new Qualcomm. AI200 and AI250 launch in 2026 and 2027. Rack-scale inference systems. PCIe scale-up. Ethernet scale-out. Liquid-cooled. Open AI framework support. Built for existing data center infrastructure. "With the ability to connect our custom processors to NVIDIA's rack-scale architecture, we're advancing our vision of high-performance, energy-efficient computing to the data center." QCOM CEO. Nvidia NVLink Fusion announcement. That means QCOM custom processors can connect into Nvidia rack-scale AI architecture. People still don't get it. Phones were the base. Data center revenue is the re-rate. Same playbook the market eventually realized and rewarded in $MRVL once investors finally understood the custom silicon ramp. Except $QCOM has something most custom silicon stories do not: A massive install base. Product matters. Moat matters more. "The install base is the single most important part of an architecture." - Jensen Huang Nvidia’s edge is not just the chip. It is millions of developers already building on CUDA. QCOM is running its own version of that playbook. Their AI stack already lives across billions of devices. Phones. Laptops. Cars. AI200 is not some random science project. It is the Snapdragon family scaled into the data center. Same software DNA. Same ecosystem. Same edge AI footprint. They did not spend a decade trying to build a developer base from scratch. They already had one. It was sitting in your pocket. So no, I don't think $200 is late. December starts the ramp. $230 hasn't reclaimed yet Old highs come next. $300 when the street accepts the data center story. $400+ when the multiple finally re-rates.
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Griffonomics
Griffonomics@griffonomics·
First $QXO I’ve seen in-person. Oklahoma City, makes sense 🌪️
Griffonomics tweet media
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amit
amit@amitisinvesting·
@gurgavin ngl I have been to a few tech company cafeterias and if i got fired that same day id be raiding that place with a garbage bag and two bookbags your not gonna fire me and then force me to buy $7.50 welches fruit snacks in the real world
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GURGAVIN
GURGAVIN@gurgavin·
*META LAYOFFS SPARK PANIC AS STAFF RUSH TO GRAB FREE SNACKS, DRINKS & CHARGERS *META PLANS TO CONDUCT MAY 20 LAYOFFS IN THREE BATCHES GLOBALLY *META TELLS EMPLOYEES 'MANY LEADERS WILL ANNOUNCE ORG CHANGES' ALONG WITH LAYOFFS $META
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amit
amit@amitisinvesting·
TRUMP: - DELAYING OUR ATTACK ON IRAN - MIDDLE EASTERN OFFICIALS TOLD ME THAT NEGOTIATIONS ARE TAKING PLACE FOR A DEAL markets trying to pump off this
amit tweet media
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TJTheWheelDeal
TJTheWheelDeal@TJTheWheelDeal·
Sold 500 more puts on $CLSK @$12 strike 11 DTE
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Matt
Matt@3KComeback·
What’s your favorite company to sell CSPs on?
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Matt
Matt@3KComeback·
@EHGInvests For real? That’ seems wild haha
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Sasha
Sasha@bullish_sasha·
Are we pumpin tomorrow?
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Leo Invests
Leo Invests@Leo_Traydes·
Just started some recurring buys today Here’s the set up - $70 weekly $SMH - $50 weekly $DRAM - $20 weekly $SPMO All of this in my Roth Decided to add SPMO simply to gain some Mag7 exposure. All I had previously was Nvidia and I figured it can’t hurt to own the big boys
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amit
amit@amitisinvesting·
STANLEY DRUCKENMILLER SELLS $GOOGL AND BUYS $SNDK SANDISK IN RECENT 13F FILING Well, looks like even some of the big guys are ditching their Mag 7s for the AI infrastructure plays…
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amit
amit@amitisinvesting·
Bill and Melinda Gates Foundation sold 100% of their Microsoft $MSFT position… The guy who created Microsoft just had his foundation dump the entire stake, 7.6M shares. Either he thinks Microsoft is over or he completely hates valuations in tech right now 😂
amit tweet media
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