William Cohen

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William Cohen

William Cohen

@OnlyContrarian

Finding value where others aren’t. Deep due diligence | Stocks | Catalysts $SKYX $SOFI $SMCI $IOVA $TENX $NOW

California, USA Katılım Nisan 2026
103 Takip Edilen157 Takipçiler
William Cohen
William Cohen@OnlyContrarian·
@HeroDividend Ya because the 28 yr old dividend king says so? Go ahead and keep your mouth shut
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amit
amit@amitisinvesting·
$SMCI Woah. SMCI guided for 8.4-8.7% gross margins last quarter. They have a TTM gross margin of 8.83%. They just came out after hours and said they are increasing their guide for gross margins to now 15-17%. Even during 2024-2025, their gross margins went from 11-13%. How does a commodity server rack provider double their margins in the past 90 days? If anything, it feels like the company is either rolling out new products with better margins in the AI space or gaining more leverage with their customers to command better margins. If a low margin business like $SMCI can gain leverage, then other AI names can as well, which is part of the reason that competitors like $DELL and $HPE are up after hours. Pretty incredible move from SMCI and could be a big moment for many AI names that are able to increase margins. $SMCI +15%
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Dividend Hero
Dividend Hero@HeroDividend·
Is this a good Roth IRA for a 28 year old?
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Jake Browatzke 🚀
Jake Browatzke 🚀@jakebrowatzke·
God brought me from $10m to NEGATIVE $500k in 7 months Here's why I'm greatful 🙏❤️
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Just a Dude Who Invests
Just a Dude Who Invests@DudeWhoInvests·
If you got $100,000 today but only could go ALL-IN on a single stock which stock would it be?
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William Cohen
William Cohen@OnlyContrarian·
@jimcramer You told everyone not to touch it. Ugly red headed step sister 🤣
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Jim Cramer
Jim Cramer@jimcramer·
If Supermicro did that well Dell should be incredible
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William Cohen
William Cohen@OnlyContrarian·
$SMCI I’ve been a huge critic of management fumbling the ball several times. But I also posted this earlier in the month.. Today, shares of Super Micro surged more than 20% in after-hours trading after the company said its gross margins for the quarter ending in June will be in the range of 15% to 17%—double the 8.2% to 8.4% from its prior guidance.
William Cohen@OnlyContrarian

Everyone hates $SMCI right now—and maybe for good reason. Accounting issues led to Ernst & Young walking away. More recently, a co-founder was indicted on allegations tied to smuggling Nvidia AI servers to China. AND, management is raising $7B through equity-linked offerings. The stock trades at roughly an $18B market cap, just ~15x trailing earnings, despite receiving approximately $39B in AI server orders from more than 20 customers. That’s the kind of disconnect contrarians look for. finance.yahoo.com/technology/ai/…

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William Cohen
William Cohen@OnlyContrarian·
I made about ~$200,000 profit on $BYND when it ran from $0.50 last year and now I’m wondering if lightning strikes twice. Why are institutions buying so much of this stock for it to reverse split into oblivion?
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TrendSpider
TrendSpider@TrendSpider·
BREAKING: Nvidia $NVDA has just disclosed an ownership stake in Nebius Group $NBIS Nvidia owns 22.2 million shares, representing nearly 10% of the company.
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William Cohen
William Cohen@OnlyContrarian·
@Freedom_By_40 Do you have any concern for dilution? Very curious how they plan to build these facilities without raising capital. Do they require a prepayment before build out? Would appreciate your thoughts
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Freedom By 40
Freedom By 40@Freedom_By_40·
$SLNH people are quiet today. You just went up massively yesterday and now you're consolidating before you go higher lol.. On top of that we see a clear change in price action from the previous few months and we marked off a significant swing low. Celebrate a little people, have a beer or some chipotle.. jeezus. You'll all be happy again by the end of day when we get this next leg up into the 1.5's.
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jordanhaim29
jordanhaim29@jordanhaim29·
@OnlyContrarian Lol. The defensiveness and language says it all. It’s ok that I called out your bs. It’s ok you’re a liar. Just go inward and work on yourself. It will set you free. ☮️
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William Cohen
William Cohen@OnlyContrarian·
$SLNH +$63,000 on shares I purchased in premarket today. Unreal!
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William Cohen
William Cohen@OnlyContrarian·
@jordanhaim29 You have to see to believe. Hopefully you’re able to see this! Bitch.
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William Cohen
William Cohen@OnlyContrarian·
@jordanhaim29 But then again it seems typical for a single father from Idaho to question another man’s success 🤣
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William Cohen
William Cohen@OnlyContrarian·
@BryanYNWA @WatcherUpNorth @MarkJCarney @kvallevand You cannot maintain your own borders. You are heavily reliant on the US military keeping Russia out of your own backyard. I could go on and on. Isolate yourselves and see what happens. We’ll go without maple syrup thanks
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Bryan
Bryan@BryanYNWA·
@WatcherUpNorth @MarkJCarney @kvallevand It boggles my mind how few Americans on here understand how tariffs work. Do everyone a favor and look it up. Why is there a trade deficit? It's easy math. Simple as that. Population of USA 10X The population of Canada. Thats why you buy more from us than you sell.
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Mark Carney
Mark Carney@MarkJCarney·
My statement on the United States administration’s intention to impose new tariffs on Canadian goods:
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William Cohen
William Cohen@OnlyContrarian·
@MarkJCarney This guy couldn’t wait to flip the hat backwards and trade in his suit & tie for a few pressed pills at Coachella 💊 ....in the United States
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