LongGameEquity

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LongGameEquity

LongGameEquity

@LongGameEquity

Long-term investor focused on disruptive tech 🚀 AI • SaaS • Software | 5–10 yr horizon 👇 Investing tools + brokerage signup

Katılım Mayıs 2024
5K Takip Edilen5.3K Takipçiler
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LongGameEquity
LongGameEquity@LongGameEquity·
$MSFT is a $500 stock trading at $383 $AMD is a $1200 stock trading at $514 $MU is a $400 stock trading at $943 $ZETA is a $200 stock trading at $21 $NOW is a $400 stock trading at $107 $NVDA is a $350 stock trading at $203
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TheMarketTell
TheMarketTell@TheMarketTell·
@LongGameEquity $TSM is probably the earnings report I’m most excited for this week. Will give us a real time read on AI infrastructure demand across Nvidia, Apple, Broadcom and the broader semiconductor ecosystem. Full research note below if anyone wants a deeper dive.
TheMarketTell@TheMarketTell

The biggest story in $TSM earnings isn’t the quarter. It’s something management already hinted at THREE months ago that almost nobody is talking about. If I’m right, Thursday won’t be about an EPS beat. It’ll be about a guidance raise that could ripple across the entire AI supply chain. Here’s my full research. 🧵 **not financial advice

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LongGameEquity
LongGameEquity@LongGameEquity·
🚨 EARNINGS CALENDAR THIS WEEK: Wednesday: $ASML Thursday: $TSM & $NFLX
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StockStorm
StockStorm@StockStormX·
@LongGameEquity asml bookings wednesday is the tsm capex read a day early $ASML $TSM
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LongGameEquity
LongGameEquity@LongGameEquity·
Can anyone name a stock with a cleaner revenue chart and higher gross margin than $ADBE? I thought this was a Dying Company 🧐
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LongGameEquity
LongGameEquity@LongGameEquity·
Me listening to Elon explain why data centers in space will actually be viable and cheaper than on Earth $SPCX
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LongGameEquity
LongGameEquity@LongGameEquity·
@FindleysFinance I’m super bullish long term I just think the market is digesting 200 billion capex they aren’t as smart as you lol
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FindleysFinance
FindleysFinance@FindleysFinance·
@LongGameEquity Or they announce an entry into the chip market, or early success with LEO as they announced services later this year.
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FindleysFinance
FindleysFinance@FindleysFinance·
If the market opens red tomorrow, are you buying the dip?
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LongGameEquity
LongGameEquity@LongGameEquity·
Stock Futures look pretty flat! Calm before the storm? ⛈️
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LongGameEquity
LongGameEquity@LongGameEquity·
@FindleysFinance I need more $AMZN but i don’t see it taking off their their level of spending unless aws growth is just some absurd number
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FindleysFinance
FindleysFinance@FindleysFinance·
@LongGameEquity Fair. They are not big enough for me and I want more shares. But they are very new positions only a few weeks old for me.
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LongGameEquity
LongGameEquity@LongGameEquity·
@FindleysFinance I have most the positions i want built out built out I think we have time on $AMZN and $MSFT
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FindleysFinance
FindleysFinance@FindleysFinance·
@LongGameEquity That's fair. If I had cash I would be buying $AMZN and $MSFT regardless of opening price.
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LongGameEquity
LongGameEquity@LongGameEquity·
Space Data Centers are the ultimate tech hype bubble. Wall Street is pumping names like $SPCX and $RKLB, but the actual physics are trash. We are easily a decade off. Here is why the math fails: 🔹 The Thermal Trap: Vacuums are natural insulators. Without air, high-wattage GPUs overheat, fry, and break down instantly. 🔹 Astronomical Costs: Launching heavy server racks costs thousands per kg. The payload capex is a literal black hole. 🔹 Radiation Damage: Cosmic rays cause constant bit flips and degrade delicate silicon, leading to permanent hardware failure. $SPCX can pitch the vision and $RKLB can build the rockets, but orbital AI remains pure sci-fi. 🛰️❌
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LongGameEquity
LongGameEquity@LongGameEquity·
My watchlist ranked by which stocks I believe have the highest 5-year EPS growth potential. Right now, the top 3 are: 🥇 $SOFI 40% CAGR 🥈 $AMD 38% CAGR 🥉 $CELH 36% CAGR Am I too bullish, or do you see the same opportunity?
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LongGameEquity
LongGameEquity@LongGameEquity·
@DavidVanKnapp11 I’m just giving my opinion haha. $PLTR is extremely risk here in my opinion especially because it will be a huge target next election
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David Van Knapp
David Van Knapp@DavidVanKnapp11·
@LongGameEquity PLTR already had its run? A $300B market cap doesn’t mean the story is over — it usually means the real story is just beginning. I share my views, not debates. If you’re looking at the long game, you know exactly why PLTR is still on the radar.
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David Van Knapp
David Van Knapp@DavidVanKnapp11·
I'll say this once. These 8 stocks are going to make generational wealth for many by year end... 1. ServiceNow ~ $NOW 2. Cipher Digital ~ $CIFR 3. Nebius ~ $NBIS 4. CoreWeave ~ $CRWV 5. Iren ~ $IREN 6. USA Rare Earth ~ $USAR 7. Rocket Lab ~ $RKLB 8. Palantir ~ $PLTR These names will be your next wave of opportunities that you need to take advantage of. Save this to look back on later...
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Valerie
Valerie@valerijatrades1·
@LongGameEquity Mostly in, but I will also always have some cash on the sidelines to take advantage of the dips
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