Abhi

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Abhi

Abhi

@KryptonCEO

Do deep research, position better. NFA

Katılım Temmuz 2021
263 Takip Edilen503 Takipçiler
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Abhi
Abhi@KryptonCEO·
The goal in founding @KryptonResearch was to create a different sort of research firm, both for personal practice as well as the betterment of our growing subscriber base. Many great traders exist out there in an ever saturated field, but we take our edge in the ability to apply thinking first and investing second. I like to joke that investment research and stock picking requires some of the highest IQ out there. You not only need to be an expert at financial analysis, modeling, etc... in our eyes that's irrelevant and just the baseline level of work. You need to be able to see trends and patterns before they happen and be functional experts in pretty much every field, whether it be robotics, rocket science, energy or rare diseases... you must be able to speak on EVERYTHING and be able to understand it all so as to not limit your investment universe and maximize potential returns. We do that. Its fun, and rewarding when it works out. We look forward to delivering on our goals and bringing strong returns to our readers, future investors and of course, ourselves. Join along today. kryptonresearch.substack.com $SPY $NVDA $GLD
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jbulltard
jbulltard@jbulltard1·
This selling is real $intc was the strongest name the last 2 days and look at this
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Abhi
Abhi@KryptonCEO·
@aaaqsaud Third world country investigating their own government for corruption is nothing new or something to worry about
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saud@aaaqsaud·
@KryptonCEO Malaysia's anti corruption agency has opened a probe into a US$250m chip design agreement between the government and Arm Holdings (NasdaqGS:ARM), signed in 2025. The investigation focuses on alleged corruption, fraud, and abuse of power tied to a decade long technology ket.
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Abhi
Abhi@KryptonCEO·
$ARM Not many want to talk about this one, just us with notable coverage. We hammered $MU in the $100s last summer. ARM is about to go on a Memory-like run when everyone realizes the massive CPU wave that’s coming. Jensen told you this already at GTC: “We never thought we would be selling CPUs standalone. We are selling a lot of CPU standalone. This is already for sure going to be a multi-billion dollar business for us.” x86 is dead, ARM and $NVDA have proven to be the leaders with Vera and no ones close. Now we have Arm Everywhere event coming on Tuesday, where we expect custom chip designs, a massive high margin unit coming for the business on top of a step change in royalty rates with Armv9. This stock looks expensive, semis always do at cycle bottoms. The amount of high margin revenue growth ahead could blow away even the most bullish analysts like us. Full expanded thesis from our $110 initiation in replies.
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Antonio Costa
Antonio Costa@ACInvestorBlog·
$SMCI Forward P/E at $23 price = 8.60 thas was reason to take some at current levels. Lets see how it plays out. Bad news but stock is already trading with a very low PE
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Wall St Engine
Wall St Engine@wallstengine·
HSBC Upgrades $ARM to Buy from Reduce, Raises PT to $205 from $90 Analyst comments: "We believe Arm is now firmly in the middle of a transition from being a smartphone-dependent semi-IP play into a major AI server CPU beneficiary that remains undervalued by the market. As highlighted in our previous research, agentic AI is expanding the TAM for server CPUs, which should drive server unit growth upside. All major hyperscalers also have Arm-based server CPUs and are moving to both its v9 architecture as well as Neoverse Compute Subsystems, doubling its royalty revenue per chip. We also believe Arm will enter the merchant CPU business, which will not only significantly boost its revenue and earnings potential but could also lead to a potential re-rating." Analyst: Frank Lee
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Abhi
Abhi@KryptonCEO·
Both $PL and $FLY earnings reinforcing the strength of the space trade. Last weekend we highlighted the SpaceX IPO as a major catalyst for this theme, bringing more coverage and capital. We initiated a basket of stocks covering the whole supply chain (link in replies👇)
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Abhi
Abhi@KryptonCEO·
@Mr_Derivatives @DougCli13776839 No matter how cheap it looks on paper this company simply can’t be trusted. Wonder how low it goes this time around…
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Heisenberg
Heisenberg@Mr_Derivatives·
$SMCI whoa 👀 H/t @DougCli13776839
NIK@ns123abc

🚨BREAKING: SUPER MICRO CO-FOUNDER ARRESTED FOR SMUGGLING $2.5B IN NVIDIA GPUs TO CHINA >SMCI co-founder Yih-Shyan "Wally" Liaw arrested today >personally holds $464 MILLION in SMCI stock >charged with smuggling BILLIONS in Nvidia servers to china >used a southeast asian shell company to funnel $2.5B in servers to chinese buyers >$510 million worth shipped in just THREE WEEKS in spring 2025 >built thousands of fake dummy servers to fool U.S compliance auditors >caught on surveillance camera using a HAIR DRYER to swap serial number stickers >coordinated the whole thing over encrypted group chats >SMCI down 12% after hours >faces up to 30 years in federal prison ITS SO OVER…

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Abhi
Abhi@KryptonCEO·
Added pressure on $SMCI could be worse buying conditions from $NVDA This indictment, of a high ranking official nonetheless, is very impactful imo. Especially with cited amounts “in the billions”. Saw this name drop to teens last time it was under investigation…
Wall St Engine@wallstengine

$NVDA statement on $SMCI report: "Strict compliance is a top priority for NVIDIA. We continue to work closely with our customers and the government on compliance programs as export regulations have expanded. Unlawful diversion of controlled U.S. computers to China is a losing proposition… across the board—NVIDIA does not provide any service or support for such systems, and the enforcement mechanisms are rigorous and effective."

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Abhi
Abhi@KryptonCEO·
$SMCI Company just can’t stay out of its own way. In an indictment, the U.S. government alleged that Yih-Shyan "Wally" Liaw, Ruei-Tsan "Steven" Chang and Ting-Wei "Willy" Sun worked together to violate the Export Control Reform Act and used a Southeast Asian company as a middleman. Wally Liaw, VP SMCI
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Abhi
Abhi@KryptonCEO·
@ZaStocks That was our exact thesis we laid out last weekend… SpaceX IPO probably acts as a catalyst for sell side research to scrutinize and begin to cover not only the top level $RKLB $PL of the world, but the entire supply chain… kryptonresearch.substack.com/p/the-final-fr…
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Za@ZaStocks·
Can’t vibe code rockets and SpaceX is planning to IPO at a $1.5T+ valuation later this year. Monitoring the situation on space stocks.
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Abhi
Abhi@KryptonCEO·
@stocktalkweekly To sell more discord subs obviously. Realistically no great trader would post any of their trades and offer a paid “trade notification” service for income, not even worth the hassle. Hence why substacks providing research and investment outperformance (like us) make more sense.
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Stock Talk
Stock Talk@stocktalkweekly·
Anyone doing "small account challenges" is an amateur or a charlatan. No real trader would even consider it. Why on earth would a consistently profitable trader, with millions of dollars in capital, spend time & effort trying to turn $10K into $100K? Makes absolutely no sense.
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Abhi
Abhi@KryptonCEO·
@JaguarAnalytics Space stocks have a long way to go, the SpaceX IPO alone will be a major catalyst
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JaguarAnalytics
JaguarAnalytics@JaguarAnalytics·
$PL Planet Labs was up +16% during the regular session and up another +23% after hours. Look at that backlog up +79% YoY. This is why stock will keep on running while many on X will keep calling space tech stocks a bubble. Presentation: s29.q4cdn.com/903184914/file…
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Abhi
Abhi@KryptonCEO·
Space theme catching some more momentum here after hours with $FLY and $PL earnings. This is going to be the theme for a bit, but its really going to accelerate as the SpaceX IPO nears, forcing more sell side research and enabling not just these direct launch companies ( $RKLB + $LUNR too) but also the rest of the space supply chain to catch major momentum. We’re talking down to the materials companies, to those making critical components all the way to the builders and operators. There is a whole supply chain waiting to be discovered. Taking lessons from the AI trade and how it expanded in themes, we launched a basket of space stocks covering the full supply chain and across various themes. This trade is in its extreme infant stages, with a defined catalyst ahead. 🔵(Full basket initiation article in replies)
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Abhi
Abhi@KryptonCEO·
March 19th 2026 Recap: Krypton Managed Fund: +0.41% $SPY: -0.25% $QQQ: -0.32% YTD: Krypton Managed Fund: +18.12% $SPY: -3.24% $QQQ: -3.47% Another day of outperformance and green on a red day, more importantly, our overall alpha since inception (Dec 23, 2025) is up to +20%.
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@jbulltard1 @aaaqsaud @ACInvestorBlog @wallstengine @Mr_Derivatives @DougCli13776839 @ApeStrong1122 @elonmusk