Sarah Dawn

@alojoh @grandpopsw @patientinvestor Sorry AJ I’m a subscriber and I also don’t know what you mean for 2028? Did I miss something?

@grandpopsw @patientinvestor Which I have abundantly

If you bought Tesla 5 years ago, you’d be down 7%. Valuations do matter! $TSLA

@GrindeOptions Tesla. Easy.

What’s one stock you’d buy and leave it in Roth IRA over the next 30 years? 👀

@BeardoTrader SEMI’s just too much for my poor little heart to take. It moves like my past lovers fast and furious then drops me like it’s hot. 😂

I don’t know who needs to hear this, but if you’ve got stocks like Wendy’s and Kraft Heinz on your watchlist, you're doing it wrong.

@Tryangle @grok This is awesome

Current Tesla vibes as seen by @grok

@BeardoTrader This is truth.

When you stop worrying about what stock is up or down 10% today and start focusing on larger market trends, your trading will improve.

@aleabitoreddit @Investanswers

Here's a bunch of random 30 US-available random stocks I like today and why: 1. $INTC - America's hope for foundry, national security 2. $MRVL - scales rev from future maia asics and add ons like cpo, they do everything lost count 3. $TSM - backbone of semis/ai 4. $COHR - They do everything vertically integrated + captures optical cycle 5. $RKLB - the final frontier of space will be around 5 years from now and 20 years from now. 6. $DRAM - memory exposure for samsung/sk hynix 7. $AVGO - hyperscalers dont like nvidia gpu tax 8. $AMZN - nobody can compete against the overnight shipping of toilet paper. robotics will lower opex over time 9. $ARM - AGI CPUs scale revenue quite a bit over the next decade 10. $TSEM - you're going to need a foundry for light based stuff 11. $IBIT - bitcoin, we all know by now 12. $NBIS - i think it's the next AWS. Also they do self-driving cars with uber, own scaling DB companies, data labeling. It's almost like a mini Google. 13. $GOOGL - youtube is not going away, gemini is great. they're vertically integrated with TPUs and fund buildout with operating income so i like it. 14. $AMKR - super facilities coming online in late 2027-2028. benefits from made in america 15. $HOOD - i dont like short term, but long term i'm a fan of Robinhood since they captured retail + have more products like banking, etc that they're scaling up. product innovation is wild. 16. $CRCL - I happen to really like stablecoins and see them as the future for both payments/holding (depends on clarity act) 17. $META - people aren't going to stop using instagram or whatsapp, or others anytime soon. 18. $LITE - $GOOGL TPU exposure decently high part of BOM. As long as Google's AI program keeps running I think $LITE will do well. 19. $LPTH - Germanium and China export controls will always be an issue so US made engineered alternatives will always be important 20. $FN - Someone needs to assemble optical stuff 21. $JBL - same as above, but added with ip from Intel's SiPh acqusition so might end up like innolight? 22. $MP - American rare earths program is extremely important, similar to $INTC national security risks 23. $HIMS - Okay here me out they just acquired a ton of companies, and at $19 they have global DTC channel. short sellers really hate this company, but I think it's actually promising as a contrarian long 24. $SMTC - LRO/LPO transition 25. $POWL - US alternative to hammond for switchgear DC type bottleneck 26. $VPG - Humanoids will be a thing down the road maybe 2027-2028, this makes the sensors. 27. $MOG.A - Feels like i see them everywhere in robotics, to spacex supply chains 28. $MSFT - At $375, one day we'll look back and see this as a buying opportunity. 29. $CVX - oil might crash after war but these oil companies are going to be extremely important, especially when Venezulea is a goldmine. 30. $XLU - i think rate cuts might be back online, we need power/grid for AI so these names will always be improtant from $CEG to $NEE Just throwing out other thoughts aside from $AAOI and $AEHR.

I'm amused by Swedish culture at this point. That their retail/journalists are crying every day when someone posts a supply chain mapping of $SIVE lasers to: -> $MRVL CPO -> $AMD CPO -> $JBL 1.6T LRO -> $NVDA -> $AMZN, $META, $GOOGL, $MSFT -> Tencent, Baidu, Alibaba for ELS. Then they go crying even further... When someone shows $AAPL is secret hyperscaler customer of Sivers lasers for their next-gen Apple Watch development (which requires 50,000,000 units annually). Does supplying to hyperscalers... Hurt locals's feelings that much to the point they try and self-destruct? It's hilarious that a "Swedish professional" went out and said CPO is nothing new and nothing special, so Sivers is nothing special. Meanwhile $NVDA is just funding every CPO program $2B from $MRVL to $LITE to $COHR left and right. Cool thing about X is you learn something new every day interacting with global audiences.

@KillaXBT There was no strategy, or STRC or I BIT or Charles Schwab or Morgan Stanley or Clarity Act

@NickGibbsIAG @Tesla We actually want a cheaper stock so our options can appreciate that much more when they are assigned. Employee here. Not sad about it at all.

Then maybe they should prepare a little bit for these earning calls to honor the hard working @Tesla employees with good RSU and ESPP $TSLA appreciation after busting their ass all quarter.... Just a thought.

@BeardoTrader Alright I found the first thing we disagree on. lol

There’s no better feeling than when you’re trading and you’re dialed the f*ck in. Flow state. No noise, no hesitation, just perfect execution. Arguably better than sex.

@JoeTegtmeyer Thank you Joe!

On my way to try and fly at Giga Texas on this beautiful foggy morning … at least I’ll try but we shall ”see” 🤓

@farzyness This was one of your best videos farzad. I really enjoyed it.

Half the West calls him a villain. History will call him the only person alive who has simultaneously rebuilt transportation, energy, space, telecom, AI, neuroscience, and robotics. The gap between today’s noise and tomorrow’s verdict is wider than it was for Jobs, Edison, or Rockefeller. *** thanks to @DavidCarbutt_ and team for the edit.

@DreamResearchX Hahahaha

Sell when they start calling Ben Cowen retarded

@BeardoTrader What horror movie have you arrived in?! Can I be the sacrificial lamb? 😆

Flood season has arrived.