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@Sergeant991

CPA. Constantly researching to get an edge. Looking for asymmetric returns. High tolerance for volatility.

Katılım Eylül 2020
482 Takip Edilen815 Takipçiler
Serge
Serge@Sergeant991·
@kevinxu $NOK Insider purchased 500k$ shares on Friday at $15.34
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Kevin Xu
Kevin Xu@kevinxu·
which stock should i not go all in next?
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Serge
Serge@Sergeant991·
The Trading Venue is "XNYS" The filing explicitly states that the venue for the trade was XNYS (the acronym for the New York Stock Exchange). When executives receive stock options, grants, or structural incentives from the board, the venue is typically listed as Outside a trading venue or Over the Counter (OTC). (Gemini)
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Serge
Serge@Sergeant991·
Name: Owczarek, Konstanty Position: Other senior manager From Nokia's website: Konstanty brings more than 20 years of experience, increasing value across a diverse set of industries with focus on AI infrastructure, technology and financial services, with a unique combination of expertise spanning corporate development, investment banking, strategy, investing and broadly finance. At Nokia, he leads the Corporate Development Organization to accelerate Nokia’s strategy evolution and execution, and oversees the teams working to support Nokia’s business development, mergers and acquisitions, integration, strategic investments and alliance activities.
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DH
DH@MarketMovesX·
@DGretta_Author I think it goes back to the all time high
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Dave Data Guy | author of 2 stock investing books
The Fibonacci 1.618 extension for Nokia $NOK stock is $21.82 so that is when I will start taking profits in some of my $NOK stock. I also have deep ITM $10 calls as well. 🏖️💰
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Serge
Serge@Sergeant991·
yup also from Nokia's website about this insider: At Nokia, he leads the Corporate Development Organization to accelerate Nokia’s strategy evolution and execution, and oversees the teams working to support Nokia’s business development, mergers and acquisitions, integration, strategic investments and alliance activities. He definitely knows.
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Danny cheng
Danny cheng@dannycheng2022·
Do not sell multi-year breakouts — buy at the breakout! Most retail traders have it completely backward — they sell at multi-year breakouts instead of buying them. In reality, when price finally breaks out after years of consolidation, it often signals the start of a powerful, sustained uptrend with strong momentum. Selling into the breakout means exiting far too early and missing the biggest part of the move. Smart traders or investors do the opposite: they buy the breakout to ride the expansion phase. 1. $BB 2. $EWY 3. $INTC 4. $DELL @cantonmeow @sheslee @tonylee80 @starship_ride @yatchiu226 @chad_ventures @gabz_investing Disclaimer: Not financial advice.
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Prof
Prof@TheProfInvestor·
The AI boom is not over. It has barely started. What happened in 2023 to now was infrastructure seeding. What is coming next is full-scale deployment across every industry on the planet. The companies that own the compute, the networking, the power, the software, and the data centers are going to compound for years. I want quality med-to-mega cap companies with real demand, and clear bottlenecks. AI compute NVDA: The leader in AI compute. AMD: Earlier in the cycle, with room to gain share. AVGO: Custom AI chips, networking, and infrastructure. ARM: Benefits across mobile, edge, and AI architecture. QCOM: Edge AI exposure in mobile and auto. INTC: Turnaround and foundry optionality. Semiconductor manufacturing ASML: The lithography bottleneck. TSM: The foundry backbone of AI hardware. AMAT: Essential wafer-fab equipment. LRCX: Etch and deposition. KLAC: Process control and inspection. TER: Chip testing. AI networking ANET: One of the most important AI networking names. MRVL: Data-center connectivity and custom silicon. CRDO: AI interconnect and serdes exposure. CIEN: Optical networking demand. CSCO: Slower growth, but still relevant. GLW: Fiber and materials demand. LITE: Optical components exposure. COHR: Optical components exposure. Servers and storage DELL: AI servers and enterprise systems. HPE: Enterprise infrastructure and supercomputing. MU: Memory bottleneck exposure. PSTG: High-performance storage. NTAP: Hybrid cloud storage. WDC: Cold storage at scale. STX: Cold storage at scale. Power and cooling VRT: Clean AI cooling and power exposure. ETN: Power management and electrical infrastructure. GEV: Grid and power equipment. CEG: Nuclear baseload power. VST: Data-center power demand. NEE: Grid and generation exposure. DUK: Grid and generation exposure. Enterprise AI MSFT: Core AI platform and enterprise distribution. GOOGL: Undervalued AI platform with search, cloud, and models. ORCL: Cloud infrastructure and database leverage. META: AI-enabled ad platform. SNOW: Data layer for AI. PLTR: Enterprise AI and government. NET: Edge infrastructure and inference. DDOG: Observability for AI-heavy systems. MDB: Application data infrastructure. NBIS: Higher-beta AI cloud name. Data centers EQIX: Premium interconnection and colocation. DLR: Hyperscale data-center infrastructure. AMT: Tower and data infrastructure. IRM: Data center and records management. APLD: AI-focused data center operator.. Defense and Space LMT: Defense prime with AI integration. RTX: Aerospace, defense, and autonomous systems. NOC: Defense tech, space, and cyber. GD: Defense platforms and systems. AVAV: Drones and autonomous systems. RKLB: Defense and launch systems. RKLB: Cleanest space name with revenue and launch activity. ASTS: High-upside, but execution-heavy. LUNR: More speculative, but interesting. Optics and fiber GLW: Fiber and materials leader. CIEN: Optical networking for AI clusters. LITE: Optical components. COHR: Optical components. Solar and clean energy FSLR: Cleanest solar name with utility-scale exposure. ENPH: Residential solar and more cyclical. RUN: Higher risk and financing-sensitive. SEDG: Turnaround name. NEE: Clean power and grid exposure. Nuclear and uranium CEG: Best nuclear utility-style name. VST: Generation exposure. NEE: Grid and baseload exposure. DUK: Grid and baseload exposure. CCJ: Uranium supplier exposure. OKLO: More speculative SMR name. Quantum IONQ: Optionality name. RGTI: Optionality name. QBTS: Optionality name. INFQ: NVIDIA-tied quantum name. QTUM: Cleaner ETF route Strategic materials MP: Rare earths and strategic materials. UUUU: Strategic materials and uranium. USAR: Rare earth exposure. CRML: Rare earth exposure. What this captures is simple: the AI trade is bigger than chips. It runs through compute, networking, power, storage, data centers, software, and the adjacent sectors that support the buildout. This is not a trading list. This is a positioning list. You do not need to own all of these. You need to understand all of these. Pick your conviction plays, size them correctly, and hold through the volatility. Take the long weekend to study them.
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Remz
Remz@Remzztrades·
Leaps and chill :) $NOK January calls up 150% since I posted here :)
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Serge
Serge@Sergeant991·
@ZSanders53865 Long-term top target is much more than 25$ tbh
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Juvstivn Banckes
Juvstivn Banckes@ZSanders53865·
$NOK Ring Ring... hello 20 is coming Target 1 is HIT Over 16 -> 20 comes quick Top target is 25 🎯🚀🚀
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Anni
Anni@anni_sen·
@Sergeant991 I said that’s sarcasm. I doubt it will.
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