
Find Alpha
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Find Alpha
@MicrocapTrader
Microcap catalyst/theme/special-situations trader // Verseoftheday is my best post by far, each day// 1Peter4:10



$RBNE well my thesis for next moves were wrong & guessing they get delisted August 21st with the rest of the trash again sorry will do better next one









谷歌这个财报, 就是说明,极其的缺算力,自己的tpu是不够的,要去租外面的gpu 看一个恐怖的细节 云增速,82%,你知道什么概念吗,之前的预期不谈了,64%而已。买方,最严格的预期,来到了百分之75%,当时看到这个75%我都惊呆了,结果还高出7个百分点。 36%的利润,你知道为啥吗,这里验证了一个东西,企业在持续为AI付费 就是企业没有缩减预算,反而是持续付费了 你要知道,走到这个阶段的科技AI最主要的逻辑 验证了anthropic的超级斜率增长,coding带来的企业付费 特别重要的一点。 企业付费,在爆发 。。。

从英特尔 $INTC 的业绩看,正在通往再次伟大的道路,人类走像AGI的道路上,英特尔必然是重要的基石之一!



$HIMS $LFMD $PNGAF FDA PANEL VOTES YES FOR BPC-157 Yes: 8 No: 6 Abstain: 1


$RBNE 580K Total Shares out Float in 400's Day 3 R/S like $NVVE 520K Float started running $NVVE went $3's to $21 in a week Imo $RBNE next besides 400K Float $RBNE has $24 Million Cash & after Qtr end sold a vessel for $12.7 Million Current Market Cap $2.9 Million Dollars do the DD $RBNE is profitable vessels on time charters so Rev's locked in They did a $3 Million $$ Stock Buyback SCAMS Never do that EVER !!!!! small starter Friday either we build cheaper slowly or we get big Vol & load like $NVVE PR's worth reading dilution.news/8160ddaae4d922… dilution.news/8bd577a0c94091… dilution.news/544fb4bdeae882…







