K_Analyser
316 posts
K_Analyser
@KAnalyser1
It is all about the leap of faith you take every now and then. Mechanical Engineer by profession, trader by choice.
Katılım Nisan 2025
52 Takip Edilen27 Takipçiler
@pelositracker never seen anything like it
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Stop overthinking what stocks to buy
$DELL crushed their earnings and is up +16% now
Take a look at the recent activity:
• Trump bought up to $5,000,000 in $DELL on Feb 10th
• Then bought more on March 2nd
• Then again on March 11th
• Then once more on March 23rd
• On May 8th, Trump said "Go out and buy a Dell, they're great" - $DELL jumped 12% that day
• Yesterday, Dell was awarded a 5-year, $9.7B contract with the Pentagon
Nancy Pelosi Stock Tracker ♟@pelositracker
Trump: "Go out and buy a Dell, they're great" $DELL is up 12% today
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*DELL SHARES EXTEND GAIN TO 22% AFTER BOOSTING FY SALES OUTLOOK
zerohedge@zerohedge
*DELL RAISES FY27 AI SERVER REV. TO ABOUT $60B FROM ABOUT $50B *DELL SEES FY REV. $165B TO $169B, SAW $138B TO $142B
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I don't think its the time to be heroic. Keep some cash not margin
- Inflation is picking up massively
- PM's are about to go enjoy their summer
- Sector rotation might sneak up on you. Happening in Drones and Software right now
- Market seems stretched
- Pumper in Chief isn't able to move the crypto market, even though pumping it thoroughly
- H200 Rental prices crashed. This could be due to other reasons, but still
Unless you get good entries into good companies, don't enter
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There’s one very compelling name someone called out.
That I ended up taking positions in for power semi exposure.
Heavily tied to $NVDA but not directly mentioned like $NVTS.
Can anyone guess?
Serenity@aleabitoreddit
All right chat, crowdsourcing your #1 highest conviction (10x only) stock long for the Power Semi trade. Especially given $NVDA pushing shift to 800 VDC. Stuff like $NVTS or $WOLF, but high-beta, 10x potential only. Anywhere around the world. What's your pick?
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See that red circle? That’s when I made this post.
Can’t say I’m surprised to see $WWR ending up as one of the worst-performing rare earth stocks in the basket.
Do not buy this.
cek@cekdrew
@vinny_lupis I’ve known about WWR since 2019 and have stayed away from it since 2020. I personally don’t have faith in their management.
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@aleabitoreddit $ENPH
Check their announcment last week, shifting to inveters to support the 800 VDC architecture for data centers .
investor.enphase.com/news-releases/…
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All right chat, crowdsourcing your #1 highest conviction (10x only) stock long for the Power Semi trade.
Especially given $NVDA pushing shift to 800 VDC.
Stuff like $NVTS or $WOLF, but high-beta, 10x potential only. Anywhere around the world.
What's your pick?
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🚨 Someone will profit $129 MILLION on an option on oil falling to $90 by Tuesday (placed last Tuesday, so 7 days).
Just now: Trump says an Iran peace deal is being finalizing and Hormuz will reopen.
Unusual.
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@aleabitoreddit What are your thoughts on this bond selling this week
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How are so many of these large scamming/impersonator accounts allowed to exist on X?
They just copy your username, block the original author so you can't find them, then manipulate the algorithm for their main accounts.
Then any accidental view algorithm boosts their main account.
It's a lose lose situation.
You report them, X doesn't seem to care.
You report them, their main account gets more impressions.
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@YeeTak8 Any idea why would it deep dive like that ? Weird though
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@PokeBearGuru HIVE is nice
TE is great especially that one can buy bellow his average price that he bought with
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@cekdrew Compare it to October 2025 fact sheet announcement on rare earth, this one look like nothing man
This is actually positive for us; they bounded it to specific metals related to optical laser manufacturing...
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Are we cooked chat?
VERY interesting language used here. “China will address U.S. concerns” …but what does that exactly mean?
It’s incredibly open-ended, which makes it odd to see phrased this way in an official fact sheet.
It doesn’t say that China will relax any restrictions or plans, but simply “address U.S. concerns.”
cek@cekdrew
White House Fact Sheet on Trump-Xi Meeting Released: Critical Minerals & Rare Earths “Will Be Addressed” $MP $USAR $TMC $UAMY $UUUU $AREC $NB • China will address U.S. concerns regarding supply chain shortages related to rare earths and other critical minerals, including yttrium, scandium, neodymium, and indium. • China will also address U.S. concerns regarding prohibitions or restrictions on the sale of rare earth production and processing equipment and technologies. whitehouse.gov/fact-sheets/20…
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@cekdrew Compared to the last fact sheet , this one seems on point "will adress" 😏 and then grounding it re to couple of rare metals, i see it positive honestly
Subject the chinese confirming it , which they will not , maximum they will ease few additional shipments in next few months
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White House Fact Sheet on Trump-Xi Meeting Released: Critical Minerals & Rare Earths “Will Be Addressed” $MP $USAR $TMC $UAMY $UUUU $AREC $NB
• China will address U.S. concerns regarding supply chain shortages related to rare earths and other critical minerals, including yttrium, scandium, neodymium, and indium.
• China will also address U.S. concerns regarding prohibitions or restrictions on the sale of rare earth production and processing equipment and technologies.
whitehouse.gov/fact-sheets/20…
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@cekdrew China will address U.S. concerns regarding supply chain shortages related to rare earths and other critical minerals, including yttrium, scandium, neodymium, and indium. China will also address U.S. concerns regarding prohibitions or restrictions on the sale of rare earth pructio
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BREAKING: U.S. and Israeli defense officials are actively engaged in intense preparations and formulating target banks for the possible resumption of combat operations against Iran as early as next week, per CNN
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@burrytracker But last two filings published on 7:11 ans 8:00 , so they will only show on Monday?
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Breaking: Everyone waiting on Aschenbrenner's 13F won't see it until next week
Here's why:
• The 13F cutoff is at 5:30 PM ET
• Filed after that means it's queued to the next business day (Monday)
Leopold's trades will be posted here when live
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@hiteshkar It does actually under time management, you put shorts time allowed to 0
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@TechniCameron Option flows today were crazy with strikes in mid 20s
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