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
5.1K Takip Edilen5.4K Takipçiler
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LongGameEquity
LongGameEquity@LongGameEquity·
$META is a $2000 stock trading at $670 $AMZN is a $500 stock trading at $246 $AMD is a $2000 stock trading at $560 $ZETA is a $220 stock trading at $21 $NOW is a $400 stock trading at $107 $NVDA is a $500 stock trading at $211 $SPCX is a $20 stock trading at $145
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LongGameEquity
LongGameEquity@LongGameEquity·
Cybersecurity concerns are taking center stage for enterprise clients, according to the $IBM CEO. $CRWD +9% 🟢 $PANW +5% 🟢 $ZS +5% 🟢 Enterprise spend is shifting fast. Security is no longer optional.
LongGameEquity@LongGameEquity

THE "AI KILLING SOFTWARE" SENTIMENT IS BACK. 🔴 IBM preliminary results look terrible, sparking a massive wave of panic across enterprise tech: 🔴 $IBM -18% 🔴 $NOW -6% 🔴 $ADBE -5% 🔴 $ZETA -4% 🔴 $MSFT -3% Is the software growth narrative hitting a wall, or is capital just rotating straight into hardware?

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LongGameEquity
LongGameEquity@LongGameEquity·
$AEHR just dropped a monster guide. 🔥 FY27 revenue guidance: $130M–$150M vs. ~$113M expected. That’s a ~24% beat at the midpoint. The turnaround is here. Up 21% 🟢
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Carson
Carson@CarsonTalkMoney·
Is the sell off in $IBM justified? I haven't looked at the numbers, but am wondering if its even worth my time
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LongGameEquity
LongGameEquity@LongGameEquity·
POV: You bought the absolute top of every single runner 🔴🚨 🔻 $ORCL @ $350 🔻 $SNDK @ $2500 🔻 $MU @ $1200 🔻 $OKLO @ $150 🔻 $ASTS @ $130 🔻 $SPCX @ $220
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Luisa🌸🍓🩷
Luisa🌸🍓🩷@Fridge0_3·
Good morning, friends!! 🩷☕ Happy Tuesday!! I am back in the office. 😝. Enjoy today!! The buys this am: $SCHD 3 & $O .Enjoy today. Let’s go!!! 🥳🥳🙌🏻
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LongGameEquity
LongGameEquity@LongGameEquity·
@dissectmarkets That’s great news!! I’m sure $META will eventually raise prices too but not nearly as much
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Dissecting the Markets
Dissecting the Markets@dissectmarkets·
@LongGameEquity Not sure All I know is many business customers are satisfied with it and they complain way less about token costs than those who use ChatGPT or Claude
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LongGameEquity
LongGameEquity@LongGameEquity·
$META is absolutely pricemogging OpenAI and Anthropic with Muse Spark 1.1 which is 75% CHEAPER!!
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Molly O’Shea@MollySOShea

BREAKING: Meta just pricemogged OpenAI & Anthropic with Muse Spark 1.1 that’s reportedly 75% cheaper, putting new pressure on both open & closed models We’ve now hit the price wars phase of the AI cycle. @amitisinvesting covers how models are going to battle, including our interview w/ @Cerebras CEO @andrewdfeldman on Alex Karp’s sovereign AI thesis: “You shouldn’t be dependent on NVIDIA. You shouldn’t be dependent on one model maker… you’d like to have choices at each layer of the stack.” “If you have unique data, be sure you don’t give that away… have multiple choices in different parts of the stack, but you get the credit for your data.” Amit’s take: “This is great for Meta. It’s great for NVIDIA. It’s great for all the semi-stack. It means they’re gonna spend more on compute. It’s good for Nebius. It’s good for CoreWeave. It’s good for all the software names.”

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Pump It
Pump It@aposadas104·
@LongGameEquity I had bought 1 year call options at $250 thinking it was a steal 😳😳😳 $ORCL
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LongGameEquity
LongGameEquity@LongGameEquity·
@Fin_Eng_Net I’m worried about $SPGI rating their debt grade BBB- one step above junk
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LongGameEquity
LongGameEquity@LongGameEquity·
If $ORCL didn’t have such a terrible balance sheet it would be a Strong Buy
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LongGameEquity
LongGameEquity@LongGameEquity·
POV: You listened to Trump and bought $IBM -22% 🩸
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FreshM
FreshM@FreshM_89·
@LongGameEquity Its a Strong Buy NOW because when they Show more results, its to Late ;)
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Mimo
Mimo@MimoCrypto17·
@LongGameEquity Balance sheet is what determines a stock though, so they have to sort this out
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QED
QED@qedresearch·
@LongGameEquity ...and there are companies taking 70-80% margin from highly leveraged firms like Oracle. $SKHY $MU $SNDK 🫨
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