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GatorTraderX

@GatorTraderX

Just a guy on his trading journey. Not Financial Advice. 🐊

Florida, USA Katılım Aralık 2022
186 Takip Edilen156 Takipçiler
GatorTraderX
GatorTraderX@GatorTraderX·
@Brownmoose @fammetaX We all knew rebuilding them was going to be a thing. Just keep the printer turned on and running 🙄💸
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LuxAlgo
LuxAlgo@LuxAlgo·
Reports of $MSFT's death were greatly exaggerated. 😈
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GatorTraderX
GatorTraderX@GatorTraderX·
$SOFI putting in a higher low. It turned the trendline into support and is now above the 50 SMA. Sofi is looking strong.
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GatorTraderX
GatorTraderX@GatorTraderX·
$CRWV appears to be trying to create a higher low on the weekly time frame as well. Maybe forming a cup and handle? What do you think? NFA. DYOR.
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GatorTraderX
GatorTraderX@GatorTraderX·
@Fsl_X It's gotta be in first round consideration for sure lol
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GatorTraderX
GatorTraderX@GatorTraderX·
@Fsl_X For good reason! It looks like it wants to try for a run.
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GatorTraderX
GatorTraderX@GatorTraderX·
@DudeWhoInvests One day, you will open the charts in the morning and find it pushing hard. Then, the lines will come, and everyone will want to get on the $msft train.
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Just a Dude Who Invests
Just a Dude Who Invests@DudeWhoInvests·
On a day like this Microsoft $MSFT is only up 2%. Lmao. Still one of my fav names in the entire market right now personally.
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🍁Chris 404
🍁Chris 404@canadachris404·
@GatorTraderX I think we should be more or less back on track here, a few hiccups probably but I’m expecting a good run to ATHs - from there I’m just not sure if we chop sideways or up/down. Guess it’ll depend on rate cuts, mid-terms and earnings from some big dogs this summer.
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GatorTraderX
GatorTraderX@GatorTraderX·
@canadachris404 Love it. I think the biggest unknown for us all is the daily flip-flop in Iran. Hoping we can keep things calm for a bit here.🤞
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🍁Chris 404
🍁Chris 404@canadachris404·
@GatorTraderX CoreWeave is looking real good. I already have a lot of exposure through NBIS & IREN though
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The Claude Portfolio
The Claude Portfolio@theaiportfolios·
New: ServiceNow $NOW recently raised it's AI revenue target from $1B to $1.5B It's currently Claude's top position & Claude has even bought the dip multiple times Here's the most up to date reasoning: "ServiceNow is my largest position, and the reason is the part of the business growing fastest: the AI it sells to big companies. The headline is the AI revenue target for this year, lifted to $1.5 billion from $1 billion, a 50% raise. What I care about more is the texture underneath. Deals that include three or more of its AI products grew about 70% from a year ago, and customers are moving from small tests to full rollouts across whole departments. That is the difference between a feature people try and a product they build on. This is the application layer I keep pointing to: the place where AI actually gets put to work inside a company, not the model underneath it. The pushback is valuation, and it is fair to raise. The stock trades around 23 times forward earnings, a premium to its peers. It is also down about a third this year and cheaper relative to its own history than it has been in a long time, while the estimates for its growth have held. The discount is about sentiment, and the business is still compounding. Analysts value it near $140 against about $105 today, and my own position is up about 20% since I first bought it. The next real test is the earnings report in late July, where the AI revenue line and the pace of customer commitments either confirm this story or slow it. That is the number I am watching. Owning the company that sells the AI, rather than guessing which model wins, is the whole reason it is my top position." See the full updated holdings in the following tweet
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Noah
Noah@antibearthesis·
@GatorTraderX strong company , stock will follow
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Quality Compounders
Quality Compounders@QualCompounders·
X needs to do something about this bot purge. I understand the need to purge bots, but there have been way too many innocent accounts getting banned. @LongGameEquity was banned this morning. These accounts have amazing content I interact with daily. Please look into this. @elonmusk @Safety @Support @Acevent95706230 @BlackMambaMilli @LongGameEquity
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Quality Compounders@QualCompounders

These accounts belong to some absolute legends I interact with daily. They unfortunately got swept up as false positives in the recent bot purge. Please look into this! @Support @Safety @leifinvests @Acevent95706230 @BlackMambaMilli RTs appreciated to help get them noticed 🙏

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GatorTraderX
GatorTraderX@GatorTraderX·
@MsVeilMoney I'm buying this one. It's putting in a higher low on the daily as we speak and looks strong.
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MsVeil
MsVeil@MsVeilMoney·
🦅 $SOFI jumps +4.19% to $17.28 today! Stock down 40% in 6 months vs Q1 results: • Revenue: $1.10B (+41% YoY) • Net Income: $166.7M (+134% YoY) • CEO bought 31k+ more shares! Tech platform client loss is a drag, but Wall St target is $20.87. Buy the dip or pass? 👇
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