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@FDu213

$KRKNF $AMD $KTOS $MDA $CRDO

Canada Katılım Haziran 2020
212 Takip Edilen212 Takipçiler
Püller
Püller@FDu213·
@lma_yu j'avais beaucoup plus que ca à 18 ans et tu fais tres peut avec ca
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salmette
salmette@lma_yu·
Ptdrrrr on a tellement pas la même vie ,comment ca 20k en livret A donc a 18 ans c pas énorme ?????????
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Saint Nomad
Saint Nomad@Saint_n0mad·
engineering is art
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Patriot Investing 🇺🇸
Patriot Investing 🇺🇸@InvestFreedom05·
How did everyone’s stock portfolio do in April? Tell me your percentage gain….
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Barbarian1994
Barbarian1994@BT3551994·
$ODD - Next earnings will be interesting. I’ve probably seen less evidence than hoped that the advertising dislocation at Il Makiage has been resolved.
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Shark Chart
Shark Chart@SharkChart·
besides $ONDS what are you favorite companies right now? mine would prob be $AMZN, $MU, $PBR, $CRDO
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SpacBobby
SpacBobby@SpacBobby·
$RKLB - Cramer's lightning round: 'Rocket Lab is a winner' Rocket Lab: "I feel exactly like you. And when they had a problem two weeks ago, the stock barely went down for a day, and that's about it. I think Rocket Lab is a winner, and that is a speculative stock that I am blessing right here." Love how Cramer keeps saying Rocket Lab is a “speculative stock” as revenue approaches $850M this year. Anyways, we have been cursed by Cramer. Sell it all! 🙃
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Püller
Püller@FDu213·
@davey_juice Your credo position will be worth like 500k in 3 years
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Bill 'Latency Lord' Brennan
Bill 'Latency Lord' Brennan@davey_juice·
Portfolio update after market close of 28-4-26 * = Have current covered calls 1st pic= main port, 2nd=covered calls on that port, 3rd=Roth IRA port 14 holdings Top 6: $crdo (more or less 1/4 of port) $crwd * $nvda $app $rbrk $meli Other 8: $net * $ddog * $amd * $nu $se $zs $dlo $now Sold: 1/5 of $zs Note: $now is a swing position that I slowly buy on way down and slowly sell on way up similar to $tsm $alab but my favorite of the 3 is $tsm
Bill 'Latency Lord' Brennan tweet mediaBill 'Latency Lord' Brennan tweet mediaBill 'Latency Lord' Brennan tweet media
Bill 'Latency Lord' Brennan@davey_juice

Portfolio update after market close of 17-4-26 * = Have current covered calls 1st pic= main port, 2nd=covered calls on that port, 3rd=Roth IRA port 14 holdings Top 6: $crdo (more or less 1/4 of port) $app $crwd * $nvda $rbrk $meli Other 8: $net * $ddog * $nu $amd * $zs * $se $dlo $now Sold: $tsm $alab Note: $now is a swing position that I slowly buy on way down and slowly sell on way up similar to $tsm $alab but my favorite of the 3 is $tsm

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BULL OF BRITAIN
BULL OF BRITAIN@BULLOFBRITAIN·
My opinion on the best companies for every role in Photonics - from someone with 1000+ hours on the sector. Layer 1 (Equipment): $AIXA Layer 2 (Substrates / Raw Materials): $SOI Layer 3 (Epiwafers): $IQE Layer 4 (PIC Fabrication / Foundry): $TSEM Layer 5 (Lasers / Light Sources): $LITE Layer 6 (Electronic ICs (Drivers / DSP / TIA): $MRVL Layer 7 (Packaging / Assembly / CPO): $TSM Layer 8 (Transceivers): $AAOI Layer 9 (Passive Optics): $GLW Layer 10 (Test & Measurement): $AEHR Layer 11 (Switch ASICs): $NVDA Layer 12 (Hyperscalers): $AMZN
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Crazy
Crazy@Craaazy1231·
As one of the biggest $POET bull, I've finally sold out. There was zero statement from the company. $MRVL got out without a mess. $POET was most likely never going to be a supplier. Good luck to everybody, who's still in.
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SuperDuper Investor
SuperDuper Investor@SuperDuperInvst·
Which stock in your opinion has potential to rise between 100% to 1000% within 1 year from today? Please share the stock symbol and current price in comment.
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Feroce Research
Feroce Research@FeroceResearch·
Credo $CRDO and Astera Labs $ALAB truly are yin and yang of one another Both have everything needed for a complete bullish thesis which makes them stand out from the rest, especially in the sub $50B market cap trading companies I truly do not see any other better mid-cap basket stocks which the market has to offer right now Think of them as the Sandisk and WDC of connectivity during the early memory stages. Smaller companies which benefit directly from the growth of larger companies in the space, making them a very appealing pair of stocks for the market to push higher
Feroce Research@FeroceResearch

the 2x ETFs for $ALAB and $CRDO are both pushing nearly 150% in just 3 weeks I will publish my reports on these sometime soon, but I do want to go on record and say I believe Astera Labs and Credo will be trading higher than $80B market caps this year

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Mitchell Martan
Mitchell Martan@MitchMartan98·
$CRDO $ALAB $AAOI $AEHR and basically everything somewhat in this sector being punished for $POET Should 100% be seen as a buying opportunity as these companies are far far stronger and executing extraordinarily well. Even $SOI $SIVE being hit. Pullback was needed anyways and I've posted/talked about some levels I like. $SOI $70's (greedy) maybe only get high $80's and would DCA from there. $AAOI $100 ish (greedy)$110's DCA. $ALAB $CRDO -> $140 / $120 respectively.
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SpacBobby
SpacBobby@SpacBobby·
$KRKNF $PNG.V - National Bank reiterates it’s $13 price target (CAD) on Kraken Robotics and maintains outperform rating
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Püller
Püller@FDu213·
@neppy In a third world country sure, but not in any first world country !
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neppy
neppy@neppy·
$500k is easily enough to retire with if you are not a materialistic retard.
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Püller
Püller@FDu213·
@MirageWL8 Im bullish on neoclouds but his arguments are solid !
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Mirage
Mirage@MirageWL8·
$NBIS I pray to god these guys are shorting $NBIS. If people are going to post for engagement bait then they need to put their money where their mouth is, that’s how the game works If you’re not short here and you post this you basically have zero conviction in your own thesis. Just the peanut gallery
Nanalyze@nanalyzetweets

$IREN $NBIS $CRWV $APLD Neoclouds will be the first to get crushed if AI compute demand cools. Why? Their biggest "customers" are also their fiercest competitors - $META, $AMZN, $GOOG, $MSFT- pouring hundreds of billions into their own data centers right now. All this capacity will come online soon. Neoclouds are debt-heavy stop-gap plays being blindly hyped as the "next big thing." History rhymes with the fiber bubble. Stop-gap solutions eventually get steamrolled by leaders. If you're holding any of the neocloud stocks getting pumped on X - this video is a must-watch:

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Michael Sikand 🦑
Michael Sikand 🦑@michaelsikand·
You don't need to be a genius to get rich. "Customers are deploying server CPUs along accelerators in the ratio that is moving back towards CPU" - $INTC CEO Translation: CPU TAM could 7x fast. Dudes are about to get way too technical on here. But that's the trade.
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Püller
Püller@FDu213·
@nileshbutala you treated it like a short term swing trade , $CRDO still has room to run !
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Valuation First. Hype Last
Valuation First. Hype Last@nileshbutala·
1/ New position opened today: added $CRDO at $115. High risk, high reward but one of the most interesting companies in the AI infrastructure space right now. Thread on why I'm bullish 👇
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Keşfet

@lma_yu @InvestFreedom05 @BT3551994 @aminoactif @SharkChart @HolySmokas @SpacBobby @davey_juice