Venkat Munn

@KrisPatel99 $orcl has the worst technical chart i have seen. Ill wait.

$ORCL Among all the "hyperscalers" Oracle may ultimately be one of the best future winners... if they dont kill themselves with Capex and debt... The market is mispricing the future cashflows relative to their Capex. While the breadth of the Capex is expansive at the moment, the monetization of the spend should materialize starting 2028, with the company returning to FCF positive by 2028. Capex intensity will begin to slow in late 2027 forward and that should help boost equity value as cash flows are used to pay down debt and used for share repurchases. Another factor for $ORCL that the market is missing is that they will act as an ifrastructure layers between properietary models and Opensource. In a world where companies have the ability to train very specific models, Oracle makes money by hosting them and providing the infrastructure behind the scenes. Amazon is doing the same with with AWS.

@optionscjp When is your subscription gonna hit 12M?

Michael Burry making $12m per month from subscribers by telling them to buy $ADBE and short $NVDA Amazing

@Mr_Derivatives Gold has been following nasdaq, which is historically unusual. I am sure, Gold in the next few years will reach ATH, once that gets decoupled. the money printing and debt is a ticking time bomb.

$GOLD after going up 7 months in a row and hitting an ATH of $5,626, Gold is now down 5 months in a row for -30% since. Ultra parabolic rises usually lead to sharp declines as such. Common especially in the commodity space. With that said, I actually really like it for a new entry here sub $4k.

@RealMattMoney I thought you also had $BMNR as eth play. do you prefer the underlying eth more than BMNR?

My reoccuring equity investments that I buy on the 15th and last day of the month: $amzn $avgo $gpix $msft $next $pltr $rklb $vg My reoccurring crypto investments: $btc $eth

@otigart why not chose $RKLB for space theme?

Added $SPCX $141

~50% of Uranium world supply is from Kazakhstan. insane.

@Venu_7_ Thoughts on $be?

Emerging Mid-Cap Leaders $ASTH $LMND $BB $HNGE Most of these names are forming cup-and-handle patterns, making a series of higher highs and higher lows, or breaking out of their IPO bases into a new Stage 2 uptrend. Definitely a group worth keeping on the watchlist.

@SayNoToTrading @AM57568836 @CENTCOM finally, we found the Citrini analyst #3!

@AM57568836 @CENTCOM I would kayak there, would be fun!

The Strait of Hormuz is open to all vessels seeking to lawfully transit the international waterway. U.S. forces are positioned and prepared to ensure that freedom of navigation remains available despite unwarranted Iranian aggression, harassment, threats, and arbitrary declarations. Iran does not control the strait. Traffic is flowing.

@WOLF_Financial @ChrisCamillo @amitisinvesting

EXCLUSIVE LIVE STREAM THAT YOU WONT WANT TO MISS Monday at 1PM ET we will be joined by BOTH @ChrisCamillo and @amitisinvesting on the WOLF live stream 👀

@Sam_Badawi $MRVL next

$ORCL is in its largest drawdown since the Great Financial Crisis.

@Sam_Badawi @ChrisCamillo They beating down our boy with short reports! Is this legit?

Crossroads Capital disclosed they are short $BE and related derivatives. Second company to announce a short report on a week. They argue Bloom Energy has been treated as an AI power bottleneck winner, but the stock is not pricing in supply constraints. The report also flags hidden China risks and says the repricing could be severe if those limits become visible.

@Sam_Badawi x.com/HormuzLetter/s…

President Trump just said the “ceasefire with Iran is OVER!” 🤯

@ekwufinance Crazy I saw the chart without the ticker and I knew what you are referring to

So... what piece of fake news did I miss this time?

@insane_analyst If you had a time machine. Would have you sold at 2.2

Slowly recovering. Remember I was at $2.2M like 1 week ago.

@Sam_Badawi @TJTheWheelDeal Why you not in $enph?

@TJTheWheelDeal This is going to be a winner ngl

$ENPH earning its keep in the portfolio. Looking to scale up to 25k shares over time.