Marius Băncilă

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Marius Băncilă

Marius Băncilă

@Stock_Marius

Global markets • Credit investing • AI infrastructure Institutional-style research and market analysis. All content shared is for reference only, not financial

Manhattan Katılım Mayıs 2012
3.2K Takip Edilen4.9K Takipçiler
Phantom_Defi
Phantom_Defi@0xPhantomDefi·
95% OF PEOPLE WILL SELL $SPCX BEFORE THE REAL RALLY EVEN BEGINS. Read that again. My roadmap hasn't changed: $150 → $200 → $75 $75 → $90 → $80 $80 → $130 → $170 $170 → $200 → $250 Save this tweet. You'll understand why later. Everyone thinks the IPO was the opportunity. It wasn't. It was the bait. Here's how this plays out: Phase 1 • Hype • FOMO • Everyone piles in Phase 2 • Lockups hit • Supply floods the market • Price breaks down Phase 3 • Panic • Capitulation • Retail gives up This is where almost everyone quits. This is where smart money quietly starts building positions. Not at the highs. Not on green candles. When nobody wants to touch it. Then comes the part everyone misses. The supply is gone. The sellers are gone. The trend flips. And suddenly everyone is chasing the same stock they were terrified to own. $250 won't surprise me. Watching most people miss it won't surprise me either. Don't let short-term pain make you miss the entire move.
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H E S S A👸
H E S S A👸@iHessa_xx·
صفقات اليوم ولله الحمد ☘️ كالعاده لاجديد وبفضل من الله أعطيك التنبيه قبل الساعه 11 ص 🏓 وأعطيك الدعم والاهداف والوقف وكل شيء مكتوب وواضح وضوح الشمس 🌞 ولاعزاء لمن يبث حقده وحسده بكل منشن ويقلل من مجهودي ويستقوي علي 😉🤷🏻‍♀️ أكحل عدوك لين تعمى عيونه 🤞🏻😉 #السوق_الأمريكي
H E S S A👸 tweet media
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Jonah Lupton
Jonah Lupton@JonahLupton·
Speaking of ai infrastructure stocks, $CLS just crushed it... Revs of $4.7B vs $4.39B est Revs up 62.5% YoY EPS of $2.54 vs $2.31 est EPS up 82.7% YoY Guidance... Revs of $5.25-5.55B vs $5.0B est Implies 64-74% YoY growth EPS of $2.88-3.08 vs $2.69 est Implies 82-95% YoY growth This means revenue growth and eps growth are both accelerating. Going off current sell side estimates...with $CLS trading at $348 AH, the stock is only trading at 26x NTM EPS and I'm pretty sure those estimates are going higher by at least 10-15% which means $CLS is probably trading closer to 22x NTM EPS. $CLS also saying this... "We now expect our revenue growth rate in FY2027 to accelerate, relative to the 65% revenue growth rate anticipated in our latest FY2026 outlook. We also anticipate adjusted EPS to grow at a faster rate than our revenue in FY2027" This should give ai infrastructure stocks a lift tomorrow.
Jonah Lupton@JonahLupton

Software stocks having a good day. Semis and ai infrastructure stocks not having a good day. Seems like another rotation day based on the premise that open source models will be cheaper for software companies to implement/integrate into their workflows, products, development etc which could accelerate productivity gains and margin expansion however as that adoption and usage accelerates so does the demand for compute… so I think the selloff in many of the ai infrastructure names is misguided because companies switching to open source models doesn’t diminish the need for more compute… it actually increases it. Just my opinion. Feel free to disagree.

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The Wheelie Investor
The Wheelie Investor@WheelieInvestor·
MY AGENT ON PUBLIC IS LIVE After more than a week of refactoring and changing some variables, my agent is live again Today it took $MSFT puts in the early afternoon and closed them right before market close Another $70 without lifting a finger It sucked when this thing was offline and not printing money but we are back and better than ever
The Wheelie Investor tweet media
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Anp🅰️nman
Anp🅰️nman@spacanpanman·
Try to name a worse flight nightmare than sitting between these two 🤮
Anp🅰️nman tweet media
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Coin Bureau
Coin Bureau@coinbureau·
UPDATE: 🇺🇸Republican Senator Dave McCormick says Congress has two weeks left to pass the CLARITY Act. “We gotta move fast. If the Democrats are gonna oppose it, we need this on the record.”
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Marius Băncilă
Marius Băncilă@Stock_Marius·
🚨 $NVTS Earnings Update Navitas Semiconductor just reported Q2 results. Key takeaways: ✅ Revenue: $10.5M (+22% QoQ) ✅ Gross margin: 39.5% ✅ Cash balance: $557.4M ✅ Q3 revenue guidance: $13.5M (+28% QoQ) The company is showing improving momentum as it transitions toward new growth areas. The next quarter will be about execution. 👀 #NVTS #Semiconductors #AI
Marius Băncilă tweet media
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Halal Investor
Halal Investor@_HalalTrader_·
We're at the stage when investors have their finger on the 'sell' button, and any minor FUD triggers it. $ASML is an example - the Chinese DUV machines are the equivalent of 2 decade old ASML tech and they're not even in mass production. But ASML was pretty richly valued, so the selloff came fast. Same goes for every semi name - so make sure you know the valuation model for what you hold.
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JEFE TRADES 🔪
JEFE TRADES 🔪@JEFETRADES·
THE BLOOD WONT STOP, THIS COULD KILL IT🩸 $TSLA continues to show weakness, we mentioned the $314.80 level last night. This gave you almost a $10 short opportunity today but thats not even the REAL THREAT This IS MAKE OR BREAK for Tesla👇
JEFE TRADES 🔪@JEFETRADES

BLOOD IN THE STREETS🩸 $TSLA I have covered this a few times but I CANNOT stress how big $300 is here. If this support doesn't hold we could see Sellers take full control. Major earnings this week as well will play a LARGE impact...

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IncomeSharks
IncomeSharks@IncomeSharks·
Usually tech dominates with the dark pool premiums. This month we've seen Financial Services and Healthcare both have the largest dark pool prints for an individual stock.
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CNBC
CNBC@CNBC·
Stocks making the biggest moves midday: ASML, SK Hynix, SAP, Forte Bio, Brown-Forman & more cnbc.com/2026/07/27/sto…
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RK
RK@RoaringKitty·
The price action on ethereum:0xf280b16ef293d8e534e370794ef26bf312694126 is quite suspicious. An on-chain whale keeps clipping in 6 figure buys with the most insensitive slippage, does he know something?
RK tweet media
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Hims House
Hims House@himshouse·
🚨 $HIMS SHORT INTEREST SPIKED BY 3 MILLION SHARES ON FRIDAY, PER ROBINHOOD DATA From 58M to 61M shares short ~29% of the float
Hims House tweet media
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Cheddar Flow
Cheddar Flow@CheddarFlow·
$SPY $1.7 BILLION Put Wall @ 740 This will act as a hard resistance
Cheddar Flow tweet media
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