Geoff VanBueren

8.5K posts

Geoff VanBueren banner
Geoff VanBueren

Geoff VanBueren

@GCV_geoff

Florida Gators, Georgia Tech Yellow Jackets, Denver Broncos, Atlanta Braves. What’s the good word? THWg

Katılım Aralık 2014
789 Takip Edilen96 Takipçiler
Cole Grinde
Cole Grinde@GrindeOptions·
Tonight will likely be one of the best announcements that we’ve had by POTUS over the last several months. The stock market is going higher in anticipation of what is to come. Oil prices were lowered because of this. Bitcoin and Ethereum are coming back to life. War in the Middle East is ending. NATO countries are trying to figure out their next moves once America leaves Iran and ceases to help keep the peace in the strait of Hormuz. The U.S. will get back to doing what it does best, BUILDING and GROWING the economy. Cuba is likely to be next up on the agenda. Keep the winning streak going.
English
50
12
101
13.5K
Serenity
Serenity@aleabitoreddit·
@0xInitialAce I’m pretty sure I have institutional fund managers copy trading me now lol
English
9
0
110
5.2K
Serenity
Serenity@aleabitoreddit·
Bro how is a $20B+ company like $TSEM up 63%… 2 weeks after I go long? The company was stagnant for like 3 months until my post.
Serenity tweet media
Serenity@aleabitoreddit

I'm long $TSEM, the $TSM of photonics. My top two picks for CPO are $SOI and Tower Semi. Given the $NVDA GTC catalyst on new photonic related architecture next week: I expect Tower Semi to get a huge catalyst. Nvidia laready directly collaborated with Tower to scale 1.6T silicon photonics last month (hint hint for GTC), likely pushing the downstream players to use it. And now, Tower is the leading supplier of 1.6T SiPh PICs and the primary foundry for scale-up CPO architectures. (the other being global foundries) From my forward est: 2028 Forward P/E: ~16.8x to ~18.1x (Tower set a target $2.84B revenue by 2028, with ~31.7% operating margin, ~$750M in net profit) The thing to note is over 70% of their planned SiPh capacity is already reserved through 2028. And photonics haven't even ramped up yet. So, I expect them to strongly beat earning projections due to extreme photonics scaling + allocations price hikes that's not modeled into projections. Also, $TSEM is heavily de-risked by 70% of capacity already being reserved. MC is likely due to $TSEM being a very obscure upstream player in the photonics supply chain. But I expect the $NVDA GTC conference to be that catalyst that brings it to premium valuations. I'm long $TSEM as an asymmetrical upside for upstream photonics foundry layer.

English
75
43
711
239.6K
zach
zach@ZachNagel7·
The Braves season starts with 19 games in 20 days
English
5
2
124
6.4K
Geoff VanBueren
Geoff VanBueren@GCV_geoff·
@RobinhoodApp Bro. Let’s get better screeners first. And more global stocks please. I have to go elsewhere for KRKNF SOI IQE SIVE. Or just approve my gold card so I can dma $300-$400 a month. Or do all of it.
English
0
0
0
86
Geoff VanBueren
Geoff VanBueren@GCV_geoff·
@Jack_Raines Bro you can literally disable prediction markets in less than 22 seconds from the time you login. It’s not a poor design choice. It’s poor user error setup. I disabled mine a few days ago cause it started bugging me. To each their own I guess.
English
0
0
0
58
Jack Raines
Jack Raines@Jack_Raines·
It’s objectively a bad user experience when, instead of opening an app and seeing your positions, you have to scroll (a couple of times) past all sorts of prediction market nonsense. Just poor design choice.
Jack Raines@Jack_Raines

Moved my retirement accounts to Robinhood last year bc of their asset match (like 3% match on all assets or something like that?) But it’s incredibly annoying that you have to scroll past prediction markets (read: sports betting) to see portfolio positions. The forced sports betting is gross.

English
10
0
93
12K
Beardo
Beardo@BeardoTrader·
My big beautiful "BOTTOM" post might be further away than I'd originally anticipated… $SPY
Beardo tweet media
English
56
41
522
54.1K
Chucky D
Chucky D@notjspieth·
@GCV_geoff @BTRowland You’ve lost it. They won 76 last year with no bats and injured arms. Too much talent to say they’ll be under .500.
English
1
0
0
64
Brad Rowland
Brad Rowland@BTRowland·
Braves season win total odds have moved (down) significantly over the last few weeks. For example, it's down to 86.5 at FanDuel DraftKings and others have 87.5
English
11
0
77
14.7K
Geoff VanBueren
Geoff VanBueren@GCV_geoff·
@Jack_Raines Bro it’s a simple toggle you just turn off in the account settings. Literally a 12 second exercise
English
0
0
0
61
Jack Raines
Jack Raines@Jack_Raines·
Moved my retirement accounts to Robinhood last year bc of their asset match (like 3% match on all assets or something like that?) But it’s incredibly annoying that you have to scroll past prediction markets (read: sports betting) to see portfolio positions. The forced sports betting is gross.
English
122
24
1.3K
214.2K
Mark Bowman
Mark Bowman@mlbbowman·
Reynaldo Lopez says he physically felt fine yesterday. He blames his velo (87-90) on some mechanical issues. He said it was just one of those days.
English
56
18
327
115.4K
Pepe Invests
Pepe Invests@pepemoonboy·
There are lots of people lately saying they’re leaving $HOOD because predictions markets make it feel like a gambling app. What will you do or say when the new brokerage you move to inevitably implements prediction markets?
English
95
7
249
34.1K
Geoff VanBueren
Geoff VanBueren@GCV_geoff·
@BarrettSallee Won’t matter. Our starting pitching will finish with the worst numbers in the NL east. 83 wins incoming
English
0
0
0
95
Barrett Sallee 🇺🇸
Barrett Sallee 🇺🇸@BarrettSallee·
It might not seem like much, but the fact that Michael Harris II has walked four times in 40 plate appearances this spring is very encouraging.
English
3
1
169
8.7K
MattOlsonsBurner
MattOlsonsBurner@ChoppinBravos·
The Atlanta Braves are going to be walking a high wire with this rotation- Sale-elite but he will miss time..he is 37 Strider- a mere 5.9% WHIFF on his 4-Seam this spring averaging at 94.5MPH average. (29% - 97.2mph in ‘23) Lopez- missed all of 2025, spent time on IL in ‘24 and has averaged 91.5MPH this spring and 89.2MPH in his last ST start. (95.5 in 2024) Holmes- recovering from a partial torn UCL and flexor tendon injury has looked good but effectiveness sees severe decline after the first time through a lineup. Elder- 5.50 ERA since 7/15/23 Perez- 4.50era arm is healthy spent large stretches injured the last few years. Ritchie- looks ready but no big league experience and has crossed 50IP once in his career Fuentes- looks ready but a career high 75IP and will start in the bullpen
English
22
8
141
27.6K
The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: US oil prices surge above $100/barrel at the open as President Trump's "deadline" for Iran to open the Strait of Hormuz is now 25 hours away.
The Kobeissi Letter tweet media
English
122
338
2.4K
350.5K
Ehrmantraut Capital
Ehrmantraut Capital@EhrmantrautCap_·
As you may have noticed already, my highest conviction plays are: $SNDK, $AAOI, $ASTS, and $KRKNF. 🚀 What am I missing? Give me your best stock picks.
English
6
0
19
1.4K