sri

153 posts

sri

sri

@Sri3679

Ponnur Katılım Aralık 2012
235 Takip Edilen61 Takipçiler
sri retweetledi
Paradox
Paradox@TheTradeParadox·
$RDW - Space Defense and Infrastructure Long-term investment idea (10+ years) as a space manufacturer. Redwire is an early stage small-cap aerospace & defense company building infrastructure for the space economy. They use advanced manufacturing (including 3D printing) to produce satellite components and on-orbit solar generation systems, providing critical tech for NASA, Space Force, and commercial partners. They’re also expanding in-space drug development (PIL-BOX) and sponsored cancer-detection experiments. • Market Cap: $1.32B • Revenue: $261.3M (TTM; FY-2024 +24.7% YoY) • EPS: -$3.39 (negative TTM) • Free Cash Flow: –$23.8M (negative) • Cash & Equivalents: $76.5M • Net Debt: $79M • Valuation: P/E –2.4x (negative) • Institutional Ownership: 63% • Short Interest: 17% Risks: Fundamentally weak, unprofitable, heavy cash burn, contract-driven revenue Catalysts: • 3/25/25 - NASA contract: 4 additional PIL-BOX pharmaceutical investigations to the ISS • 6/3/25 - Aspera Biomedicines contract: cancer treatment in space using PIL-BOX • 8/28/25 - $25M NASA award IDIQ contract for biotech and on-orbit operations aboard the ISS • 9/16/25 - Prime contractor agreement with Thales Alenia Space / European Space Agency for Skimsat VLEO mission • 9/25/25 - Contract from Axiom Space for roll-out solar array wings for Axiom Station • 10/14/25 - Edge Autonomy (subsidiary) partnered with $RCAT to integrate Teal Drones with Edge Autonomy tech for U.S. Army missions Technical: 3-year rounded bottom forming a symmetrical wedge (neutral pattern, similar to cup and handle). Reached the 1.618 target in Jan 2025 and pulled back to the .786 fib level. Selling pressure declining, MACD and RSI reversing on daily. Thoughts: This could be a reasonable area to begin accumulating long term. Use $6.61 as a stop. Fib levels can serve as potential targets long term but do not account for a 10 year outlook.
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Paradox
Paradox@TheTradeParadox·
$CRUS (weekly) semiconductor play • Market Cap: $6.0B • Revenue (TTM): $1.93B (4.5% YoY) • EPS: $6.64/share • Free Cash Flow: $458M • Cash & Equivalents: $615M • Debt: $141M → Net Cash $474M Valuation: P/E 18.2x (Forward 17.3x) Institutional Ownership: Approx 87% Technicals: Above all kma's (key moving averages) on daily, weekly, monthly. Seeing some accumulation in volume.
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Jaswanth Shetty
Jaswanth Shetty@JShetty007·
The 7 Layers of Photonics
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sri
sri@Sri3679·
@Venu_7_ @afasano23 Am I correct that today's volume is 3 times the average volume?
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Venu
Venu@Venu_7_·
@afasano23 I don't see volume much!
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sri
sri@Sri3679·
@EndicottInvests Did all $NBIS holders moved to $BIRD yesterday?
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Nate Endicott
Nate Endicott@EndicottInvests·
$IREN down 3.65% today $NBIS down 2.14% today Clearly IREN holders are rotating into nebius I called this I’m always 10-30 steps ahead on these things
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Traderstewie
Traderstewie@traderstewie·
$RKLB #18 on the @IBDinvestors IBD Top 50 list! twtr.to/_siQT Hints of an awkward lookin Inverse H&S pattern emerging. Those patterns are still quite reliable as long as the Higher Low stays intact in the days to come! Targets $80 & $90 #IBDpartner
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Emmanuel – Big Tech & AI Investor
🚀 NVIDIA Key Suppliers 💡 IP (Innovation) $ARM 🏭 Fab (Fabrication) $TSM $INTC 💾 Memory (Storage) $MU $SNDK $WDC 📦 Packaging (Assembly) $ASX $AMKR $CAMT ⚙️ Equipment (Tools & Machines) $KLAC $LRCX $ASML $KEYS 🌐 Networking (Connectivity) $COHR $GLW $FN $LITE $APH 🖥️ Servers OEMs (Computing) $DELL $SMCI $JBL 🔌 Power Systems (Infrastructure) $FLEX $ETN $VRT 🔋 Power Electronics (Chips & Modules) $STM $ADI $MPWR $NVTS $ON
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Sam Badawi
Sam Badawi@Sam_Badawi·
EVERYTHING $NVDA TOUCHES TURNS INTO INFRASTRUCTURE GOLD This isn’t luck. It’s a coordinated buildout of the AI stack, from silicon to systems to scale. $INTC $5B $SNPS $2B $LITE $2B $COHR $2B $MRVL $2B $CRWV $2B $NBIS $2B $NOK $1B $LLY $1B
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Venu
Venu@Venu_7_·
@rvbrii added with you!
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Venu
Venu@Venu_7_·
$FSLY - we’ve already seen how it reacted at the 21 EMA on the last test. As mentioned earlier, IPO VWAP is acting as resistance here, so a pullback toward the 21 EMA would be healthy. Strong names tend to find support at the 21 EMA
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Venu@Venu_7_

$FSLY is up +80% since our add and we’re still holding. As I always say, names that hold strong in a weak market usually turn out to be leaders. Very few spot them early and execute right. Now approaching major resistance near $35, some chop before the next leg higher.

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Traderstewie
Traderstewie@traderstewie·
$55 and $60 targets achieved in this $AXTI steep wedge setup!
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Traderstewie
Traderstewie@traderstewie·
$AXTI Wedging nicely after ~40% pullback since printing new highs a mere 6 days ago. Short-term oversold enough here for a multi-day bounce. Printed an INSIDE DAY candle today. Look for upside traction from here as we move into the second half of the week. Targets $55 and $60
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sri
sri@Sri3679·
@Venu_7_ AXTI do you like it in the semis category? TIA
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Venu
Venu@Venu_7_·
If you ignored the noise and focused on price + positioning, you’d already be sitting on +20% across these themes. I’ll repeat it - semis, space, and small-cap growth are building leadership. They were accumulating in a weak tape. That’s the signal. Now with the market catching a bid, they’re expanding. Gap ups don’t mean buy - they mean you’re late on entry, not on the move. Don’t chase the open. Let it settle, wait for 9 EMA / intraday pullbacks, then position. Bottoms aren’t timed - they’re absorbed.
Venu@Venu_7_

Money is flowing into a handful of themes - that’s where you need to focus Space: $PL $LUNR $BKSY $RKLB $ASTS $SATL $RDW $FLY Semi Testing & Assembly: $FORM $AEHR $COHU $TER $ASX $AMKR CPU: $AMD $ARM $INTC Edge Computing (Agentic): $FSLY $DOCN $AKAM $NET optics: $AAOI $LITE $TSEM $MRVL $VIAV $COHR $KEYS Memory & Storage : $SNDK $MU $WDC $STX New IPO: $SOLS $LGN $Q $SWMR $VELO BioTech: $XBI $TXG $CGON $LQDA Tankers & LNG: $NEXT $TNK $INSW $EQNR $STNG $GLNG $LNG $VG small cap: BW AMPX Aluminium: CSTM KALU AA CENX

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Eshwar Vishnubhotla
Eshwar Vishnubhotla@Eswarkarthikeya·
మచిలీపట్నం విజయవాడ గుంటూరు Tri City అంశంలో ఎవరు నవ్వినా,Troll చేసినా జగన్ ఎందుకు వెనక్కి తగ్గడం లేదు? పైగా ఈ సారి మరింత సవివరమైన ప్రాతిపదిక ఇవ్వడం వెనక ఇది తన సీరియస్ నిర్ణయం, ఈ అంశంలో మొండిగా ముందుకే వెళ్తానుని సంకేతమా? ఏంటి విషయం? ఏంది ధైర్యం? x.com/greatandhranew…
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