"Justin" • Precise Market Analysis

91 posts

"Justin" • Precise Market Analysis

"Justin" • Precise Market Analysis

@Rhonn_05

Katılım Eylül 2010
34 Takip Edilen31 Takipçiler
Justin Spittler
Justin Spittler@JSpitTrades·
$SIMO acting like a new small/mid-cap leader First we had the monster PEG +46% on 7x normal volume. This was followed by two consecutive green daily candles, including +7% today on strong volume. Closed Friday at new ATHs. SIMO is in hot theme: semiconductor storage. $MU $WDC etc. That certainly bodes well for the stock But the breakout trigger was a stellar earnings report. +106% YoY revenue growth +23% QoQ +140%+ YoY and Ferri/boot drive solutions +755% YoY on AI infrastructure & automotive demand Q2 revenue guidance of $393 million - $411 million was well above street estimates Roth Capital raised its price target to $250 and JP Morgan lifted its target to $260
Justin Spittler tweet media
Justin Spittler@JSpitTrades

$SIMO with a hall-of-fame PEG today +46% on 7x normal volume Closed at daily highs, and fresh all-time high $7 billion market cap. This chart screams new small-mid cap leader

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Justin Spittler
Justin Spittler@JSpitTrades·
$BE quietly recorded its highest daily close ever today. You better believe that institutions bought the dip on this leader. Continuation to the upside next week.
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Justin Spittler
Justin Spittler@JSpitTrades·
$DOCN ready for a huge breakout? DOCN has been one of the most resilient software stocks in the market. Up 10 straight months. It hit new 52-week highs today (nearly 5 years to be exact), while $IGV is still 27% off its all-time highs. Reports on Tuesday before the open. Are we about to find out why this leader kept rising when most software stocks were getting hosed?
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Justin Spittler
Justin Spittler@JSpitTrades·
Endless opportunity in this market and there's still people calling tops every day. I truly don't understand
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Justin Spittler
Justin Spittler@JSpitTrades·
$DDOG could come back alive... Monthly chart looks a lot like $ARM before its massive breakout. Obvious, DataDog is in a different industry. But we're starting to see software show signs of life. $IGV is looking more and more bottomed. Finished up 3% today. The leaders - $DOCN $FSLY $NAVN - had huge days today. We've had some monster earnings reactions from the group, too. $TWLO $TEAM $BAND Also, there was recent reporting suggesting Anthropic may be the “big new customer” behind a large DDOG deal. Worth watching for sure...
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Justin Spittler
Justin Spittler@JSpitTrades·
$AMBQ is a recent small-cap edge AI IPO One of my followers mentioned the name in my comment section. Haven't done any DD yet But it seems like the sort of thing that could work in current environment haha Will dig deeper into it this weekend
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