Nora 🦋

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Nora 🦋

Nora 🦋

@Nora_pics

Curator of Random Thoughts & Erratic Activities, with a heart that falls too softly 💞 || DM 📥 for Pr/Ads || RT not Endorsement.

Chicago, IL Katılım Nisan 2022
281 Takip Edilen468 Takipçiler
Nikita Bier
Nikita Bier@nikitabier·
@ianmiles Perhaps it's not the algorithm but rather, the sudden pivot from politics to promoting scam coins? I have seen users lose some reach after engaging in criminal activity and robbing their followers.
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caiuwus ✨
caiuwus ✨@caiuwus_·
WE DID OUR FIRST EVENT IM SO PROUD OF US 🤍🤍🤍🤍
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Nora 🦋
Nora 🦋@Nora_pics·
@WheelieInvestor It is $453 now. Same pattern for MU, drops AH but always reclaims and flips higher near market open
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Emmanuel – Big Tech & AI Investor
🚨 $ASML HOLDS ABOVE $1,480 AFTER STRONG Q1 SIGNALS
Emmanuel – Big Tech & AI Investor@EmmanuelInvest

🚨 $ASML HOLDS ABOVE $1,480 AFTER STRONG Q1 SIGNALS AI semiconductor demand remains powerful… but EUV dominance + 2026 guidance are the real story 👀 📊 KEY SNAPSHOT (TODAY) 🟢 Price: $1,488.40 🟢 Overnight: +0.44% 🟢 Q1 Net Sales: €8.8B 🟢 Net Income: €2.8B 🟢 Gross Margin: 53% 👉 Core takeaway: ASML remains the critical choke-point supplier of advanced semiconductor manufacturing 📈 WHY ASML MATTERS MOST IN THE AI STACK ASML is the only company globally producing: 🟢 EUV lithography systems 🟢 High-NA EUV next-gen tools Customers include: • $TSM • $NVDA supply chain • $AMD supply chain • $INTC • sovereign semiconductor programs Translation: no EUV = no advanced AI chips 🚀 2026 GUIDANCE SIGNAL (IMPORTANT) Updated expectations: 🟢 Revenue target: €36–40B (2026) 🟢 Gross margin outlook: 51–53% Meaning: AI capacity expansion visibility remains strong into next year ⚡ INSTALLED BASE IS QUIETLY BOOMING Installed Base Management revenue: 🟢 +16.6% QoQ Why this matters: • recurring service revenue rising • tool utilization remains high • advanced-node production still tight Signal: chip fabs are running hot 📉 WHAT MARKETS ARE WATCHING 🔻 Lithography system shipments fell QoQ 🔻 Cash position declined short-term 🔻 export policy risk remains a variable (China restrictions) Still: demand backlog remains structurally strong 🧠 MARKET SIGNAL 👉 ASML sits at the center of: • AI accelerator production • 3nm → 2nm transition • sovereign semiconductor strategies • hyperscaler silicon expansion Translation: ASML is the infrastructure layer beneath the AI boom 🔥 BULL vs BEAR 🟢 Bull Case • High-NA EUV rollout strengthens monopoly moat • 2nm node ramps accelerate globally • sovereign semiconductor investment expands • service revenue becomes larger profit driver 🔴 Bear Case • export controls tighten further • fab capex cycle slows • shipments remain uneven quarter-to-quarter • geopolitical risk premium persists 💭 CONCLUSION ASML isn’t just another semiconductor stock… 👉 it’s the single most important equipment provider enabling the global AI chip supply chain

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F-Dawg
F-Dawg@way_bo·
@TraderJonesy Genuine question. Your pinned post says “no idea exceeds 3-6% of total capital.” With a 122k loss and a portfolio of roughly 700k the math says you exceeded 3-6% with current idea.
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TraderJonesy
TraderJonesy@TraderJonesy·
This month trading $SPY will haunt me for a long time. I am in with new dates and strikes with remaining equity. Realized the L on the old cons. Still green on the year thankfully. By a little. I am not done with the trade. Just adjusted it. But had to show this for transparency so you all can see in a couple of months time that no hot streak lasts forever. And losses are apart of the game. What matters is how often you win vs lose vs risk and whether you stay true to your system in the long run. What a terrible week and month it has been. I am down, but not out. Just in new cons. Thank you for your attention to this matter. $SPY #SPX #SP500
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The Salty Doc
The Salty Doc@saltydocEM·
They keep shooting for 1% days here with max premarket gamma at 6950. PPI ignored for now as predicted. This can change as the market opens… not buying today. VIX futures expire in 24hrs and there’s a pretty hefty spread between spot and the expiring contract that needs to resolve. Will see how that plays out first.
The Salty Doc tweet media
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Nora 🦋
Nora 🦋@Nora_pics·
@saltydocEM Crazy QQQ over $621, SPY over $688. Smart money will sell into retail today.
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Nora 🦋
Nora 🦋@Nora_pics·
@saltydocEM Yep. I do see there are some noticeable algo pumps at 3AM algo past few days😅
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The Salty Doc
The Salty Doc@saltydocEM·
@Nora_pics There’s some early morning strategy to this where you counter against it once they run their first 30-60 min of giddy buying or selling.
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The Salty Doc
The Salty Doc@saltydocEM·
Europe opens up and they jump straight to selling oil.
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Flow God
Flow God@FL0WG0D·
$OXY - $394K Call buyer
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TraderJonesy
TraderJonesy@TraderJonesy·
The #SP500 futures seeing some weakness! How the hell are we all feeling??? Hopefully it holds. Probability once again favors a 70% chance of 642 by Wednesday and a 85% chance by Thursday... But hey.. Ill take a 2.5% drop tomorrow instead! 🩸 $SPX $SPY
GIF
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Ben Kizemchuk
Ben Kizemchuk@BenKizemchuk·
SPX rallied 2.9% today. This marks the first time in 90 trading days that SPX finished at least 2.85% above the prior close. Historically, these outsized upside shocks have tended to precede higher volatility rather than sustained momentum. Looking back to 2006, similar occurrences have generally been followed by choppier price action and weaker risk‑adjusted returns over the subsequent one to two weeks. What stands out in the data: 1) Near term returns skew negative. Average performance is negative across every horizon from 1 to 10 days, indicating poor follow through after the initial surge. 2) Weakness tends to deepen with time. Drawdowns are modest early but deteriorate meaningfully after Day 4, with the Days 6-8 window showing the worst combination of win rate and average return. 3) Volatility increases with a lag. The largest downside outcomes do not occur immediately; historical worst‑cases widen from single digit declines early on to roughly ‑20% or more within two weeks. 4) Upside tails are narrow. Strong positive follow through beyond one week is rare and largely driven by a single historical episode. 5) Even at horizons where outcomes are positive roughly 50% of the time, average returns remain firmly negative, implying losses have historically outweighed gains. Bottom line: Large upside shock days have tended to mark inflection points within downtrends rather than new trend accelerations. Price action becomes choppier and risk skews to the downside. History argues for expecting higher volatility and poorer risk-adjusted returns, not a smooth continuation higher.
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Brent
Brent@brent_e_trader·
$UNH stock dumped today after algos got manipulated by this horrible sounding headline even though these lowered earnings expectations were known since last year.
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Jim Cramer
Jim Cramer@jimcramer·
Amazon: Buy
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Nora 🦋 retweetledi
Life Lessons Academy
Life Lessons Academy@LifeLessonsAcad·
Another solid day. $ALB and the other four stocks in my portfolio are still indicating to be a hold for tomorrow.
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Patriot Investing 🇺🇸
Patriot Investing 🇺🇸@InvestFreedom05·
So let me get this straight Nvidia $NVDA: - Even though your stock price has soared +700% since early 2022, your forward P/E ratio goes from nearly 80 down to 26, meaning the stock is at a CHEAPER valuation since then. - Operating margins are near their all time highs, at an astounding 63.2% right now, meaning they're better than ever at turning revenues into profits. - Their net income has increased EVERY single quarter over the last 3 years, with the exception of Q2 2025. Q3 2022 --> $680 Million Q3 2025 --> $31.91 BILLION (+4,593%) And yet somehow people are bearish on the future? Lol. #nvidia #stocks
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