Silver Freedom

2.8K posts

Silver Freedom

Silver Freedom

@SilverFreedom2

love leaning about economy, real estate, cooking and traveling

Katılım Mayıs 2020
190 Takip Edilen248 Takipçiler
Market Occultations
Market Occultations@marketoccultat1·
I’ve been getting a lot of daily requests for “joining my group” Joining my discord joining my “market calls” website Or me personally tutoring one on one etc etc I don’t have any of that …and I’m not tutoring or teaching one on one for a couple of years now Videos of mine are still available but thinking of taking those down as there is serious lack in interest I’ve been busy raising my kids and enjoying life away from here! Sorry for not getting back to people but honestly if I never said I had any of those services and they aren’t on my website WHY would anyone think I do have those services? Makes me think people are falling for scams or they are somehow scammers or getting info about me from scammers that isn’t true - I am not sure what’s up but I don’t really have the will to look into it.
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Silver Freedom
Silver Freedom@SilverFreedom2·
@SanCompounding I thought it would be better than having to hold individual power and energy stocks. Thx for your feedback.
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Sandeep Anand
Sandeep Anand@SanCompounding·
🚨 $EUV : Finally — The first U.S.-listed Optics ETF is here. Corgi Lithography & Semiconductor Photonics ETF — actively managed, 41 holdings, built to capture the photonics value chain powering AI infrastructure. The top 10 reads like a who’s who of the AI optical interconnect & EUV lithography stack: 1.$TSM — Taiwan Semiconductor — 9% 2.$ASML — ASML Holding — 8.04% 3.$GLW — Corning — 5.25% 4.$LRCX — Lam Research — 4.94% 5.$AMAT — Applied Materials — 4.76% 6.$LITE — Lumentum — 4.49% 7.$CIEN — Ciena — 4.20% 8.$COHR — Coherent — 4.11% 9.$KLAC — KLA Corp — 4.03% 10.$MTSI — MACOM — 3.33% The thesis in one line: every AI rack needs Optics and Laser !! – $ASML owns EUV. No EUV, no leading-edge AI chips. – $TSM is the foundry funnel — every NVIDIA, Broadcom & Marvell die runs through it. – $GLW, $LITE, $COHR, $CIEN, $MTSI = the optics & interconnect supercycle (CPO, 1.6T, silicon photonics) – $LRCX, $AMAT, $KLAC = the WFE picks-and-shovels behind every fab buildout Notable names further down the book: $NBIS (neocloud) $WOLF (SiC) $OUST (lidar) — broadening into adjacent photonics plays. After DRAM, optics is the obvious next supercycle to package 📈
Sandeep Anand tweet media
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Raj Chadha
Raj Chadha@rkchadha·
@SilverFreedom2 Yes, it is good. But Mars is bad in Taurus. That's why I am saying consolidation or a minor pullback.
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Raj Chadha
Raj Chadha@rkchadha·
Stocks are going higher and higher as forecasted last week. However, conditions may begin to shift in the following week, as Mercury moves into Gemini on May 18, Venus enters Cancer, and Mars transits from Aries into the enemy sign of Taurus on May 19. These changes could weaken momentum and increase the likelihood of a market pullback or consolidation phase.
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Silver Freedom
Silver Freedom@SilverFreedom2·
@ShardiB2 If the premium is then the fear must’ve been high, right?
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Andy Heilman, CFA
Andy Heilman, CFA@imapedestrian·
@sjkokinda What role, if any, does gold and possibly bitcoin have to play in the reconstruction/revival of the American System?
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C.G.D. Walker
C.G.D. Walker@walker119298·
@MarcosMillaYT He was talking about DRAM (Dynamic Random-Access Memory) , not ETF $DRAM.
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Marcos Milla
Marcos Milla@MarcosMillaYT·
So the Micron $MU CEO is basically saying that $DRAM ETF could be worth at least $100-$200 per share by 2028…
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