Kokushu

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Kokushu

Kokushu

@SagaShujiro

I own $CLBT $XPEV $QCOM $EVLV $TTAN $GRAB

Kyoto, Japan Katılım Ocak 2025
58 Takip Edilen162 Takipçiler
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Kokushu
Kokushu@SagaShujiro·
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Kokushu
Kokushu@SagaShujiro·
$SQNS is a small-cap SEMI that is actually down -22% YTD. Where do you think it goes once retail investors inevitably discover it? The next $MXL?
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Kokushu
Kokushu@SagaShujiro·
ROTH thinks $SQNS is a multi-bagger
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Kokushu
Kokushu@SagaShujiro·
That $25B $NFLX buyback doesn’t appear to be helping
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Kokushu
Kokushu@SagaShujiro·
@pradeeepk What $HUBS "Alt data" could you possibly have?
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MacroValue
MacroValue@pradeeepk·
$HUBS is the next $TEAM Alt data looks very strong
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Kokushu
Kokushu@SagaShujiro·
@TommyTwoClubs If $SHOP tries to buy $EBAY I will eat my $ONON Cloudmonsters.
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Tom
Tom@TommyTwoClubs·
GameStop is not actually buying eBay. eBay will turn the offer down. $GME wants someone else like Shopify to bid more and run the price up. $GME currently holds 22,176,000 shares of $EBAY in call options. Brilliant move. GameStop is about to make more than a billion dollars and they don’t have to buy anything. $GME is big winner here. $40-60 incoming.
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Kokushu
Kokushu@SagaShujiro·
@bucketshopcap Buy $TTAN at $60 in 2026. Revisit in 2031 at $250. Enjoy a 33% IRR without overthinking it. Drink some cocktails instead. 🍹
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Bucket Shop Capital
Bucket Shop Capital@bucketshopcap·
I own 2 software stocks and am already fatigued from the constant whiplash of price action & nonstop narratives. How do software specialists do it?
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: GameStop, $GME, is offering to buy eBay at $125/share per WSJ. This would be a ~20% premium to eBay’s closing price on Friday, meaning an implied market cap of $55 billion. That’s nearly 5 times the market cap of GameStop.
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Kokushu
Kokushu@SagaShujiro·
$XPEV the trough is in. Deliveries bottomed at 15K in Feb and have doubled to 31K in April. 4 new SUV models plus an expanded EREV lineup will should drive volume growth through the rest of 2026. Call option nobody's pricing in: IRON humanoid robot enters mass production Q4.
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Kokushu
Kokushu@SagaShujiro·
@DisAnalyst $5 trillion market cap for an inevitability cyclical semiconductor company.
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Dis Analyst
Dis Analyst@DisAnalyst·
Holy fuck $NVDA what happened?
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Kale Abe
Kale Abe@kale_abe·
I no longer understand anyone buying any car other than a Tesla Where are you people living where driving is fun? Any decent city and traffic makes it unbearable Seems insane not to have self driving at this point
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Stock Market Nerd
Stock Market Nerd@StockMarketNerd·
If AI isn’t killing Atlassian & Twilio. AI isn’t killing software.
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TrendSpider
TrendSpider@TrendSpider·
$AMZN Double Beat, -1.55% 🟥 $MSFT Double Beat, -1.73% 🟥 $GOOG Double Beat, +3.89% 🟩 $META Double Beat, -5.57% 🟥 Just brutal 🩸
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Alexander
Alexander@big34431674·
@SagaShujiro Do you think farmers will adopt $INDI’s tech quickly, or is there resistance?
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Gublo 🇨🇦
Gublo 🇨🇦@Gubloinvestor·
Which stock below $5 is the best buy right now?
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Kokushu
Kokushu@SagaShujiro·
$QCOM has server CPUs $QCOM has AI inference chips 11x EBITDA, 2.5% dividend yield
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Kokushu
Kokushu@SagaShujiro·
Even after this power move $QCOM is still down -12% YTD vs. $SMH +40%
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YodaStocks
YodaStocks@YodaStockInvest·
Name a stock with improving fundamentals but lacking stock price. Help a brother out.
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Kokushu
Kokushu@SagaShujiro·
@HormuzLetter Two spoiled brat siblings fighting over a lollipop.
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The Hormuz Letter
The Hormuz Letter@HormuzLetter·
BREAKING: Iran is no longer willing to negotiate over its nuclear program at all, per Tasnim. Discussions will only cover ending the war, sanctions relief, compensation, and lifting the blockade. Nuclear issues "could be addressed later in a separate agreement," only after the war has ended. Nuclear was the central issue in the first round of Islamabad talks, with Trump saying it was "the only point that really mattered." Iran has now removed it from the table entirely. Trump says the war won't end without a nuclear deal. Iran says nuclear won't be discussed until the war ends.
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