Market Magicians

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Market Magicians

Market Magicians

@MrktMagicians

https://t.co/lRpGQRbrfp

Mars Katılım Temmuz 2017
232 Takip Edilen426 Takipçiler
Market Magicians
Market Magicians@MrktMagicians·
@TT_stocks_ $MRAM loaded $20C for December. discord gonna EAT FAT off this one $200 fills & already up 1000% 📈
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The Titan Traders
The Titan Traders@TT_stocks_·
$MRAM to triple digits and it would still only be worth a few billion in market cap. Precisely how you find the next $SNDK , it needs to have the correct share structure in order for it to happen to be clear.
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Shay Boloor
Shay Boloor@StockSavvyShay·
At the beginning of the year, I called out $P as the next AI rerating after memory and bought $75 leaps because storage is the second-order bottleneck. Once models are running everywhere then constraint becomes how well you can feed, store, retrieve & manage the data exhaust of intelligence. The stock is up over 10% overnight and now running toward $100.
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Sam Badawi
Sam Badawi@Sam_Badawi·
$P EVERPURE, A STORAGE ARRAY COMPANY, IS UP 6% OVERNIGHT Insane.
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Hunter Allen
Hunter Allen@HunterAllen4·
$MRAM THE DIP WAS JUST MISSED Everspin Technologies produces magnetic memory — storing data in magnetic states instead of electrical charge. The market just re-rated it in a single week from “forgotten microcap” to “momentum + structural scarcity story.” But moves like ~+80% in a week don’t remove risk — they compress it into sharper, more reflexive price action. Watching closely. NOW the market action (this is the real change): Everspin Technologies just went through a full vertical repricing: ~+59% Friday ~+80% over the past week broke long-term / ~9-year resistance structure This is no longer “re-rating.” It’s price discovery after a long structural base. The core technology moat (what actually matters long term) $MRAM is still unique in one key way: Everspin is the only company on earth manufacturing Toggle MRAM at commercial scale. That matters because MRAM is fundamentally different from standard memory: Why defense is structurally tied in This isn’t just commercial tech — it’s embedded into national security systems: missile electronics submarine systems aerospace / avionics platforms classified defense hardware where data loss is unacceptable No scaled substitute exists in production today for this exact MRAM implementation class. The defense contract structure (key distinction) A ~$40M U.S. Department of Defense contract includes an unusual continuity clause: If Everspin were ever to cease MRAM production, the U.S. government has the legal right to assume or acquire: process technology manufacturing IP production know-how to ensure domestic continuity of supply. That effectively reframes the relationship: Not vendor → customer But strategic infrastructure dependency with legal continuity enforcement Phase shift This is the important part: Early → thesis discovery Mid → validation + re-rating Late → reflexive momentum + positioning loop $MRAM is now clearly in the late-stage repricing phase in the short term, regardless of long-term structural validity. $ATOM $AAOI $SNDK $LWLG $QUIK $NVE $MU $GSIT $POET The monopoly narrative is real in structure. The defense linkage is real in contract form. The only thing that hasn’t fully caught up is execution — and the market just tried to price all of that forward in a single week.
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CK Capital
CK Capital@CKCapitalxx·
$MRAM is one of the most interesting technology monopolies on the market. No position. Not planning one until the execution matches the monopoly. Everspin Technologies is the world’s only manufacturer of Toggle MRAM at scale. Memory that stores data using magnetic states instead of electric charge. Retains information when power goes out. Immune to radiation. Works in extreme temperatures. The US military runs it in missiles, submarines, aerospace systems, and classified platforms. No substitute exists. No competitor operates at this level. The defense contract they just signed has the most interesting clause in any contract. If Everspin ever decides to stop making MRAM the US government requires them to hand over all process technology, IP, and manufacturing know-how to ensure continuity of domestic supply. The Pentagon literally built a legal mechanism to keep this technology alive because they cannot afford for it to disappear. That is not a customer. That is a national security dependency. $40 million contract with the US Department of War just signed. New foundry partnership with Microchip for domestic production in Oregon. The US defense industrial base is onshoring MRAM supply and Everspin is the only game in town. Now the problem. The execution has been frustrating. Revenue growth has been inconsistent. Margins have been all over the place. For a company with this level of monopoly positioning the financial results should look much better than they do. The technology and the contracts are real. The execution is not where it needs to be. $MRAM
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Market Magicians
Market Magicians@MrktMagicians·
$SPY top ticked some shorts w the members $300 to $600 for Friday 717 puts Livestream 0dte hit 715p for $60 to $200
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Market Magicians
Market Magicians@MrktMagicians·
$SOUN 37% short interest, shares available have been getting eaten up & cost to borrow has started to push up heavy since last week. Sleeper play ready to pop off first target $10 and squeeze mode begins for 12+
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Lin
Lin@Speculator_io·
The Most Shorted Stocks $CAR Avis Budget $TNGX Tango Therapeutics $VELO Velo3D $NEGG Newegg $HTZ Hertz $IBTA Ibotta $GRPN Groupon $BTDR Bitdeer $SOUN SoundHound Al $UPST Upstart $FOUR Shift4 $RR Richtech Robotics $CLSK CleanSpark $NTLA Intellia $HIMS Hims & Hers $ONDS Ondas
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Market Magicians
Market Magicians@MrktMagicians·
@RobinhoodApp Ready for the app to fail when I place a trade at open and portfolios not to update until premiums have gone flat or red. Classic $HOOD move
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Robinhood
Robinhood@RobinhoodApp·
We've seen your questions and want to provide an update on the upcoming PDT rule change: The $25,000 equity requirement is on its way out. Our teams have been building, we're fully tested and are standing by to flip the switch.
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Market Magicians
Market Magicians@MrktMagicians·
@MarketMatrixs Only issue is the platform is so dog shit it’s a joke. Breaks everytime markets move crazy and their PFOF system is a scam. $HOOD other than that. Stock is a good buy down here for a move back to 90-100s
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The Market Matrix
The Market Matrix@MarketMatrixs·
$HOOD 5 years ago: Stock price: $70 Net income: -$3.69B (unprofitable) Funded accounts: 11M Revenue: $1.82B AUC: $95B ARPU: $103 $HOOD today: Stock price: $70 Net income: $1.9B (profitable) Funded accounts: 27.4M Revenue: $4.5B AUC: $314B ARPU: $191 Starting to look attractive..?
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Market Magicians
Market Magicians@MrktMagicians·
$SPX $SPY Thanks $DJT knew you’d do us a favor
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Luc
Luc@investingluc·
I re-built the Fear & Greed index. Wanted something deeper and actually accurate. So I completely re-engineered it from scratch. 10+ inputs: - volatility (VIX level + term structure) - options positioning (put/call ratios, skew) - trend (SPX vs 20d / 50d / 200d) - market breadth (advancers vs decliners) - new highs vs new lows - momentum (sector leaders vs laggards) - % of stocks above key ma's - credit spreads (risk-on vs risk-off) - flows (etf + fund inflows/outflows) - sentiment (social + positioning data) It's ludicrous that we are ~6% off ATHs in $SPY, and CNN's Fear & Greed Index is reading "extreme fear" at 16 (!!!). My Fear & Greed Index 2.0 is reading 38.7 Definitely gives a better representation of where we currently are + potential room lower (or higher). Made with @perplexity_ai's Computer again...will update reading daily.
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The Wheelie Investor
The Wheelie Investor@WheelieInvestor·
The past 3 months in the stock market have been some of the worst trading conditions i’ve seen in my life Please for the love of God, pick a direction
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Market Magicians
Market Magicians@MrktMagicians·
$RR alerted live in discord early Jan. Options went 100% and stock is up 60% since our entry early January.
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Market Magicians
Market Magicians@MrktMagicians·
And as soon as $TSLA support removes the car from my account I will no longer be allowed to transfer the FSD, been a supporter since 2018. Purchased my FSD when it got released and this is the customer service I got from @Tesla? @elonmusk I love Tesla. Love the car... we’ve also purchased 2 Cybertruck last year just wish you could help with the X
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Market Magicians
Market Magicians@MrktMagicians·
Yes. My Tesla just totaled by an accident with deer. Contacted @Tesla & they told me I have to transfer the FSD before the insurance takes the vehicle from my account making it no longer mine! This is honestly not what I expected after owning a Tesla from 2018. Looks like i won’t be buying a new one anytime soon.
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Trevor Scott ✘
Trevor Scott ✘@TrevorScottReal·
Wait…. So if my car with FSD gets totaled, I will basically just lose the $10,000 FSD purchase. Confused by this.
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amit
amit@amitisinvesting·
$GME MICHAEL BURRY’S LATEST SUBSTACK IS A BULLISH ARGUMENT TO GO LONG GAMESTOP. Now it makes sense why Ryan Cohen, CEO, bought 1M shares last week. The largest voice of the AI bubble crowd has decided his next big bet is Gamestop. “I own GME. I have been buying recently. I expect I am buying at what may soon be 1x tangible book value / 1x net asset value. And getting a young Ryan Cohen investing and deploying the company’s capital and cash flows. Perhaps for the next 50 years.” $GME +8%
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