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English
James
7.8K posts
James
@Jamesbe7825
Detailed equity research and balanced portfolio insights for serious investors who want analysis over hype. Invest with good reason here.
Kansas, USA Katılım Ocak 2011
200 Takip Edilen2.5K Takipçiler
• بالنسبة لسهم WOK هذا بسميه ابو المعارك … عليه تدوير كميات مو طبيعي … من تقيد بالوقف 1.10$ سلم … بس له عوده باذن الله لو تجاوز 79 سنت بزخم يرد اقل شي 1.50$ … ننتظر ونشوف الاسبوع القادم … والله يعيني على المتعلقين بشيل همهم بالسهم 🙆🏻
سقراطون@sm551
• سهم WOK في الحضيض وعليه تجميع مو طبيعي … إذا نزل 1.20$ وقف صارم 1.10$ … هدفكم بحول الله وقوته 2.00$ … 👌🏻
العربية
@GuyTalksFinance Is the BRK worth buying now? Or should I wait and see?
English
Berkshire Hathaway just loaded the boat on Google and dumped everything else.
This is a great time to buy the stock as the company reshapes their portfolio.
English
BREAKING: Take a look at Trump's trades.
You can see a large majority of the millions traded were recently in the new year, and especially after the Iranian war.
English
Kioxia has once again set a new benchmark for the entire industry.
MU currently possesses a dual-engine growth strategy of AI NAND + HBM, with enormous growth potential during the 2026-2027 cycle.
With the announcement of its US stock listing, will SNDK's related stocks also surge? 🔥
English
$SNDK $MU Japan’s NAND giant Kioxia just forecasted a 48x YoY net profit surge to ~$5.5 billion USD for Apr-Jun with operating profit hitting $8.2 billion and revenue ~$11 billion. After doubling full-year profit to ~$3.5B.
They’re now eyeing a U.S. listing 🔥
Q1 FY2027 (Apr-Jun) Forecast:
Net profit: ~$5.7B (48x YoY surge)
Operating profit: $8.2B (29x YoY)
Revenue: ~$11B (5.1x YoY)
Full FY2026: Record net profit of ~$3.5B (doubled YoY), with Q4 margins hitting 66% gross / 60% operating
Planning U.S. ADS listing to attract more global investors
NAND market tightening: Supply growth limited in 2026, demand to outpace supply in 2027
Trade Whisperer@TradexWhisperer
$MU $SNDK AI NAND Boom Alert Kioxia (Sandisk Partner) dropped a record ~$3.56B Q3 revenue. Entire 2026 production is SOLD OUT.
English
@Mr_Derivatives KWEB's stock price has already halved several times compared to QQQ's. While its valuation is low, growth prospects and geopolitical risks continue to weigh on it. We'll have to wait for stimulus policies to be implemented before making a further judgment.
English
$KWEB etf made a fresh ALL TIME LOW today relative to the $QQQ etf.
China tech stocks are so far behind US tech stocks it’s not even funny.
English
@MikeLongTerm @PalantirTech wo Sigma went from a small position to 6.43 million shares, worth $650 million! PLTR is currently highly valued but has strong growth certainty, and its commercial growth is accelerating. Thanks for sharing @MikeLongTerm
"
English
BREAKING $PLTR| $652M Purchased 🚀🚀🚀
13F FIling- Two Sigma Investments ( $70B AUM) bought 4,866,142 @PalantirTech shares or 311% increase.(link below)
Total Holding: 6,430,502 shares
This is a pretty big add!
Mike@MikeLongTerm
$PLTR Michael Burry trying to stop @BlackRock from buying call contracts on @PalantirTech.
English
Market Closing, May 15, 2026
📉 S&P 500 - 7,408.50, down 1.24%
📉 Dow Jones Industrial Average - 49,526.17, down 1.07%
📉 Nasdaq Composite - 26,225.14, down 1.54%
📉 Russell 2000 - 2,793.30, down 2.44%
📈 CME Group Volatility Index (VIX) - 18.43, up 6.78%
📉 Gold - 4,543.60, down 3.02%
📉 Bitcoin/USD - 79,079.52, down 2.82%
📈 Brent Crude Oil - 109.24, up 3.33%
English
Leopold Aschenbrenner is a legend, but I'm not quite sure he can beat 3152.77% YTD in the Serenity Awareness fund.
That being said, I've hit 23 different longs this year with 100-1000%+ YTD.
1. $AXTI
2. $AAOI
3. $SIVE
4. $LITE
5. $IQE
6. $AEHR
7. $CRCL
8. $EWY
9. Unimicron
10. Nitto Boseki
11. $OSS
12. $GDRZF
13. $RPI
14. $SOI
15. $ALRIB
16. $SNDK
17. $SIMO
18. $VPG
19. $TSEM
20. $ARM
21. $MRVL
22. $INTC
23. $LPK
Do you remember all of these anon?
Sam@Quantrarian52
Wait wait wait….. could Leopold be the infamous @aleabitoreddit ?
English
Market Closing, May 15, 2026
📉 S&P 500 - 7,408.50, down 1.24%
📉 Dow Jones Industrial Average - 49,526.17, down 1.07%
📉 Nasdaq Composite - 26,225.14, down 1.54%
📉 Russell 2000 - 2,793.30, down 2.44%
📈 CME Group Volatility Index (VIX) - 18.43, up 6.78%
📉 Gold - 4,543.60, down 3.02%
📉 Bitcoin/USD - 79,079.52, down 2.82%
📈 Brent Crude Oil - 109.24, up 3.33%
English
@DigitalSam39039 @unusual_whales The State Department says the world belongs to the United States.
English
Israel-Lebanon "ceasefire" extended by 45 days to allow more negotiations, State Department has said.
English
@JesseOlson Strong move on DXY! That trendline is holding perfectly. What’s your target on this breakout? ”
🧐
English
Overweight GOOGL: Alphabet's valuation is relatively reasonable (compared to other FAANGs), and its advertising + AI cloud business has a strong long-term competitive advantage. BRK has missed out on technology in the past, and this additional investment is a signal of adapting to the new management.
English
And this means $BRK.B was OUT of their $AMZN by end of March
The $BRK.B crew is losing their luster
Exiting winners
Buying losers
Sitting on $400B in cash earning 4%
PASS
The Kobeissi Letter@KobeissiLetter
BREAKING: Berkshire Hathaway discloses new purchases of Alphabet, $GOOGL, Macy's, $M, and Delta Airlines, $DAL. Berkshire Hathaway has also exited its entire position in Amazon, $AMZN, UnitedHealth, $UNH, and Dominos Pizza, $DPZ.
English
$plug
السهم مسار صاعد
السلبية تحت 2.40
اقرب هدف 4.11
Abdulrhman@Abdulrhmann94
@0jb5_ تكفى شوف plug
العربية
Today's market did see a significant pullback, with the S&P 500 falling over 1% and the Nasdaq even more sharply, mainly dragged down by high inflation, oil prices, and soaring yields. However, this appears to be more of a profit-taking reaction coupled with macroeconomic adjustments, rather than a systemic risk.
English
🚨 $1.2 trillion was wiped out from US stocks today.
- S&P 500 down -1.2%, wiping $900 billion from its market cap.
- Nasdaq down -1.5%, wiping $525 billion from its market cap.
The largest single day crash since March 27.
English
⛔️A Historic Week: 😨💸
16 profitable trades 🔥💸
0 losing trades. 😎❤️
I dare say you absolutely won't find a trader who can achieve zero losses and clear, precise trade entry points in a week. ❤️
Stocks
$AIIO
From April 20th to September 20th, all targets were achieved✅💸, doubling, reaching 100%. 💯
Share.
$QUCY
Rising from 1.92 to 3.97, all targets were achieved, doubling,
increase✅💸 reaching 100%. 💯
$AEHL
Rising from 4.88 to 6.27, achieving two targets✅💸
$MOBX
Rising from 2.99 to 4.25, achieving all targets✅💸
(Share)
$FCHL
Rising from 1.95 to 2.99, achieving two targets ✅💸
$JZXN
Rising from 1.20 to 1.88, achieving all targets ✅💸
(Share)
$GRAW
Rising from 2.44 to 3.30, achieving two targets ✅💸
Click
From 4:40 to 5:30, all targets achieved ✅💸
(Share)
$AUUD
Rising from 1.93 to 2.38, achieving the first target ✅💸
Payment
Rising from 1.17 to 1.40, achieving the first target ✅💸
$HTCO
Rising from 9.60 shares to 12.10 ✅💸
$AIIO
Rising from 1.34 to 1.50, achieving the first target ✅💸
$AEHL rose from 2.97 to 4.24, achieving all targets ✅💸
(Share)
$AIIO rose from 1.50 to 2.79, achieving all targets ✅💸
(Share)
$EOSE rose from 10.58 to 11.90, reaching two targets ✅💸
$FCHL rose from 1.95 to 2.34, achieving the first target ✅💸
English
⛔️A Historic Week: 😨💸
16 profitable trades 🔥💸
0 losing trades. 😎❤️
I dare say you absolutely won't find a trader who can achieve zero losses and clear, precise trade entry points in a week. ❤️
Stocks
$AIIO
From April 20th to September 20th, all targets were achieved✅💸, doubling, reaching 100%. 💯
Share.
$QUCY
Rising from 1.92 to 3.97, all targets were achieved, doubling,
increase✅💸 reaching 100%. 💯
$AEHL
Rising from 4.88 to 6.27, achieving two targets✅💸
$MOBX
Rising from 2.99 to 4.25, achieving all targets✅💸
(Share)
$FCHL
Rising from 1.95 to 2.99, achieving two targets ✅💸
$JZXN
Rising from 1.20 to 1.88, achieving all targets ✅💸
(Share)
$GRAW
Rising from 2.44 to 3.30, achieving two targets ✅💸
Click
From 4:40 to 5:30, all targets achieved ✅💸
(Share)
$AUUD
Rising from 1.93 to 2.38, achieving the first target ✅💸
Payment
Rising from 1.17 to 1.40, achieving the first target ✅💸
$HTCO
Rising from 9.60 shares to 12.10 ✅💸
$AIIO
Rising from 1.34 to 1.50, achieving the first target ✅💸
$AEHL rose from 2.97 to 4.24, achieving all targets ✅💸
(Share)
$AIIO rose from 1.50 to 2.79, achieving all targets ✅💸
(Share)
$EOSE rose from 10.58 to 11.90, reaching two targets ✅💸
$FCHL rose from 1.95 to 2.34, achieving the first target ✅💸
English
$CSCO رجع يتحرك بقوة بعد نتائج إيجابية وتفاؤل كبير بقطاع ال AI infrastructure والشبكات السوق واضح بدأ يرجع يركز على الشركات اللي تستفيد من توسع مراكز البيانات والذكاء الاصطناعي مو بس شركات الشيبس نفسها
العربية
@fundmyfund The space is indeed large. The courage to increase holdings in LEAPs is commendable. I'm also keeping an eye on the drone supply chain.
English
$UMAC fought back nicely here at the close
The chart is a bit of a mess so we will see
Added 27 LEAPs at the lows today but this could crash out if market corrects, we don't know. Traded some common out just to raise cash for the LEAPs.
Uber bullish next 36+ months.
Fund.Drone.DefenseTech.Photonics $LPTH $UMAC 🐋@fundmyfund
$UMAC new financial model w/ 10Q data Share count steady with my estimate at 47.8M shares I did sniff out some contingent shares down the road which appears to be Rotor Riot related but that will come to pass when it comes to pass based on performance I would think. Also in the future there will be contingent shares paid out to Upgrade Energy based on performance. My long term model has 65M shares o/s "eventually" so that all will fall within my bounds, along with a raise here or there as needed next few years. ----------- I am at $70M revenue for 2026 - they are $8M in, so $62M over the rest of the year, which should be very heavy back loaded. At 12x forward sales $UMAC is pretty fairly valued on my $70M. At $25-$30M the analysts have for the year it would look extremely expensive. I am starting a 2027 revenue guestimate of $225M. That will sound ludicrous right now as the company is at ARR of $32M. But if they do a $130M component order this fall we are talking $300M+ in revenue. 🤷♂️ So I am hoping to see my $225M smashed. The analyst from Needham this morning for example has them at $100M for 2027. And he is an uber bull compared to the rest of them. I modeled share count to rise to 55.5M by end of 2027 - that may be low based on performance payouts and a potential cash raise but I think the company can be cash flow positive by end of year so maybe no more raises. 🤞 If $225M is legit we are talking 200%+ upside. Again while it seems ludicrous, this could be a $300M revenue company by end of next year, almost all organic....
English
Good, the stock price broke through the 67.5 resistance level today, and the trading volume also increased. In the short term, there's resistance at 70-72, but if Broad Markets continues its high single-digit YoY growth, the target could be 80+. Do you think the next earnings report will continue to beat this level?
English
$SWKS بدأ يرجع للحياة بعد إيرنقز قوية وتفوق على التوقعات والسوق متفائل بصفقات ال Android الجديدة ونمو الطلب على شرائح الاتصال وال AI.
السهم كان مضغوط فترة طويلة بسبب Apple لكن واضح فيه محاولة تغيير المسار والأنظار رجعت له من جديد 👀🔥
العربية
Zena
للاسف مسار هابط
كاسر ترند اسبوعي
ايجابيته فوق 2.20
abu-bandr69@AbuBandr69
@0jb5_ وش رايك في سهم zena
العربية