Quality Compounders

5 Stocks to buy and hold for the next Decade: 1. $TSM 2. $META 3. $AMZN 4. $SOFI 3. $AMD Let's get into it see the thread below. 👇🧵

@AutismCapital Wow NVDA chips so in demand we have peope smuggling them like cartels.

🚨 BREAKING: Super Micro co-founder Yih-Shyan was arrested for smuggling $2.5 billion worth of Nvidia GPUs to China. The Super Micro stock is down nearly 12% after hours.

@thestockwhale @jiwanpark1014 1k working 1-2 years it is a good sign they are cutting cost with layoffs and slashing the metaverse.

$META is starting to come down to good prices. I will be buying and scaling in slowly very soon for $1,000 per share in the future. But not yet. Here is exactly when and what to do.

@RentYourStocks Not in the slightest.

Is anyone surprised by this? 👀

@lonseidman @mweinbach @grok Wow second time they got caught being crooks.

@mweinbach @grok what is this super micro thing

I'm sorry but this super micro thing is awful but parts of it are genuinely hilarious They literally used a hair dryer to move serial numbers from real servers to dummy servers to throw in a warehouse and got caught on camera

@unusual_whales Shows how valuable they are.

U.S. tech execs smuggled Nvidia chips to China, per CNBC

@cmsinvests Solid work!

10 days of showing up on X. Results: • 500+ followers • 200k impressions • Close to monetization Consistency compounds.

@RicketRobin @ns123abc Yes they said they do not need our chips BS.

@QualCompounders @ns123abc This! It also indicates China is unable to duplicate reverse engineered chips, or at least without great expense.

🚨BREAKING: SUPER MICRO CO-FOUNDER ARRESTED FOR SMUGGLING $2.5B IN NVIDIA GPUs TO CHINA >SMCI co-founder Yih-Shyan "Wally" Liaw arrested today >personally holds $464 MILLION in SMCI stock >charged with smuggling BILLIONS in Nvidia servers to china >used a southeast asian shell company to funnel $2.5B in servers to chinese buyers >$510 million worth shipped in just THREE WEEKS in spring 2025 >built thousands of fake dummy servers to fool U.S compliance auditors >caught on surveillance camera using a HAIR DRYER to swap serial number stickers >coordinated the whole thing over encrypted group chats >SMCI down 12% after hours >faces up to 30 years in federal prison ITS SO OVER…

@BullMarketBoss Will have to order it.

@QualCompounders It’s a must read for sure

Top of the morning ☕📈 In One Up on Wall Street, Peter Lynch said: “The best stock to buy may be the one you already own.” We often spend our energy hunting for the "next" big thing, overlooking the winners already sitting in our portfolios. When the fundamentals of a company are hitting their stride, like what we’re seeing with the build-out of AI infrastructure, the smartest move isn't always finding a replacement. It’s having the patience to let a great story play out. From the chips powering data centers to the software redefining productivity, the foundation is set. While the noise of the market fluctuates daily, the compounding power of a "wonderful company" remains the greatest engine for wealth. Don’t pull the flowers to water the weeds. Stay bullish 🤝

@BullMarketBoss Nope not at all.

@QualCompounders Not looking good

$SMCI down 14% AH and it’s getting ugly. 📉 DOJ charges 3 individuals, including a co-founder, for a "convoluted" scheme to smuggle AI servers into China using fake docs and dummy servers. 🇨🇳🚫 Remember: This is the same company that paid $17.5M to the SEC for accounting violations in 2020 and just spent the last 2 years dodging auditor resignations and delisting threats. #SMCI #Stocks #StockMarket #FinTwit #Invesing

@HyperAICapital Insane numbers a forward PE of 10 is way too cheap for this company.

MASSIVE PRICE TARGETS JUST DROPPED FOR MICRON 🔥 $MU price targets from current price $444: HSBC: $750 (+69%) Cantor Fitzgerald: $700 (+58%) Barclays: $675 (+52%) Rosenblatt / Susquehanna: $600 (+35%) JPMorgan: $550 (+24%) Morgan Stanley: $520 (+17%) TD Cowen: $500 (+13%) “AI-driven HBM demand and pricing power are accelerating faster than expected, driving a structural re-rating in Micron’s earnings power.”

@BullMarketBoss For sure.

@QualCompounders 💯 Insane is an understatement bro 🔥

$NVDA 🤝 $AMZN Nvidia is set to ship 1 million GPUs to AWS by 2027. This isn’t just a sale; it’s a massive infrastructure lock-in, integrating Spectrum networking into Amazon’s custom stacks. The deal spans seven different chips, including the new Groq tech, to dominate AI inference. Amazon is betting its cloud lead on Nvidia’s full-stack "wickedly hard" solutions. This partnership anchors Jensen Huang’s 1T revenue vision through 2027. This multi-year roadmap proves the AI revolution is just hitting its stride. LFG

@alifarhat79 Turned green on rhetoric that the war may be coming to a close.

Nothing, just the S&P 500 trading like a penny stock

@crypto_condom Yes, what we see is that using million-dollar missiles to shoot down cheap drones is not sustainable.

I continue to believe drones are the single best investment sector over the next 5y outside of AI/robotics. The current Middle East conflict is teaching us that drones are here to stay as cheap, modern kamikaze against infra & high value targets. Many drone stocks are overvalued based on TAM & team due to people piling in on war onset. However I would expect a sector wide correction to occur during any reported resolution or de-escalation. THAT is the dip to buy. 🍌

JIM CRAMER JUST SAID: “Sometimes you have to hold your nose and buy” ... “When the averages come down too far, too fast, history says you need to be a buyer because when the market gets oversold, it will inevitably bounce.”

@1000xStocks And $META should have another move like that as well.

March of 2020 was one of the greatest buying opportunities of our lifetime. Here's 10 reasons why: 1. $GOOG went from $52 to $308. That is +485% 2. $Meta nobody wanted shares at $148, now its $617 3. $NVDA went from $5 to $182. That's +3,550% 4. $TSLA was at $28, now it is $380 5. $AAPL was $57, now it's $252 today 6. $MSFT went from $135 to…see more

@TheLongInvest Yes too many people overcomplicate it.

Buy companies with: - Strong moats - Strong management - Strong FCF That are technically undervalued And then hold This does not need to be difficult