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@TempName1000432

Stocks, options, futures, Alysa Liu and not crypto.

New Jersey, USA Katılım Mart 2014
322 Takip Edilen48 Takipçiler
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😁@TempName1000432·
@BeardoTrader Surely not for people alive today, but maybe someday.
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Beardo
Beardo@BeardoTrader·
Bitcoin promises financial freedom. AI promises ultimate freedom. Elon says there's no point saving for retirement because we’re entering an age of abundance driven by AI. If true, does this drastically reduce the need for bank, fintech, and crypto services? Would partially explain the recent underperformance.
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😁@TempName1000432·
@insane_analyst Verizon has always been similar to Ford imo. As in they do not go up but they have good dividends. But all of a sudden Ford is a battery storage company akin to Tesla Megapacks? Maybe Verizon can pivot to a data center build out company.
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Irrational Analysis
Irrational Analysis@insane_analyst·
Is Verizon dividend yield a trap? Help a tourist out here plz.
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😁@TempName1000432·
@pepemoonboy $TTMI due to the PCB price surge seems too obvious to be the next one
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Pepe Invests
Pepe Invests@pepemoonboy·
What’s one stock that no one’s talking about yet that you think will skyrocket in the coming year? I want real alpha that few are aware of like the next $NOK, $BB, $SHAZ, $NBIS, $MU, etc. I will compile all the responses and will put together a ranked list of the most undervalued gems. I don’t want to hear about the stocks that have already 10x’ed. Lets see what FinX can come up with 😎🚀
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😁@TempName1000432·
@TheRealDanSaedi Implying $1.75 trillion valuation isn't early 😁
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Daniel A. Saedi (DataManDan)
Daniel A. Saedi (DataManDan)@TheRealDanSaedi·
If you go to any city in America, there is a chance that you will meet someone who has become a millionaire from investing early in Apple, Google, Tesla or Nvidia. If you go to any city in America, there is almost a zero % chance that you encounter anyone who has become a millionaire from investing early in SpaceX, Anthropic or OpenAI. There will be severe sociopolitical consequences from this when all of the dust has settled.
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😁@TempName1000432·
@wliang $SLNH with the -99% chart. 🤮 I wish you luck.
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Wayne Liang
Wayne Liang@wliang·
Quick recap on some of our recent setups, in different layers of the same supercycle. Nailed the $SNDK rally, alongside $MRAM as a proxy which ran from ~$13 to ~$51 at peak. Nailed the $AMD thesis shortly after, before the next leg up. $SNDK earnings (datacenter revenue +233% YoY) reaffirmed our AI infrastructure & data center thesis. We already knew where to position our capital. Leading into Neocloud... with $CBRS IPO and $DGXX's recent deal with them, it was an easy proxy - rallied from ~$4 to ~$9 before the classic "sell-the-news" volatility. I expect it to be very short-lived. With $SNDK, $AMD, and $CBRS reaffirming the supercycle, power has become one of the most overlooked layers (all these chips run inside data centers, all those data centers need massive amounts of power). $TLN and $CEG dominate the sector. Now the most asymmetric name in the same chain? In comes... $SLNH. Renewable power. Fundamental and asymmetric thesis has been explained in a separate post. Called it at ~$1 (currently still playing out and early IMO). It's the same process over and over again. Find the bottleneck, find the asymmetric setup, position before the market catches up. All of this was posted in real-time, using fundamental explanations and technicals for solid entries. Every single name has paid off heavily. Don't miss the next run.
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😁@TempName1000432·
@BeardoTrader What will it take to break this uptrend? I hear rumblings of credit deterioration but nothing substantial, yet. Data center buildout still has legs for years it seems.
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Beardo@BeardoTrader·
Alright, let’s throw the bears a bone. You’d think with bond yields, oil, CPI, & PPI all screaming higher, the market would finally show some weakness. But... NEW ALL TIME HIGHS FOR $SPY AND $QQQ
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😁@TempName1000432·
The more $CELH goes down the more I like it, but I already have too many shares tbh. Entire portfolio +1% YTD in an absurdly good market because $CELH -40% YTD... If I buy more it will be in calls. Probably need oil to go down so consumers stop feeling the pinch? Saw a news reporter interviewing people on the street and the people were all cutting back on their little treats like Dunkin etc.
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😁@TempName1000432·
$MU 1000 1/15/27 call purchased. This will mark the top.
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😁@TempName1000432·
@Mr_Derivatives Looks like another double top on RSI. Last 2 double tops on RSI had sharp corrections.
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Heisenberg
Heisenberg@Mr_Derivatives·
$SPX What if the wedge just keeps going higher and higher....? Excuse my charting, if it's off screen lol.
Heisenberg tweet media
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😁@TempName1000432·
@JaguarAnalytics How much does 100% depreciation codified in the OBBBA affect capex spending for hyperscalers? Would we see anywhere near this level of build out sans OBBBA? @grok
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JaguarAnalytics
JaguarAnalytics@JaguarAnalytics·
$QQQ Eventually, this will turn into a big problem at this pace. If you understand the depths of these two charts. — Capex vs Operating Income — Cash vs Liabilities
JaguarAnalytics tweet mediaJaguarAnalytics tweet media
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😁@TempName1000432·
@JOBhakdi Where are they going? Just sitting there for now? Surely they aren't all for crash testing lol
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Jo Bhakdi
Jo Bhakdi@JOBhakdi·
Another... 40! Cyebrcab is preparing the global takeover :D Once we hit 40 per day, Tesla produces 1200/month. When we hit 100 per day, it will be 3,000. 4 months of 3,000 is 12,000. That's why I maintain my prediction of over 10,000 Robotaxis by end of the year. If that happens, fair value is $600, and the odds of the stock significantly overshooting are very high. Cybercab timeline always has been my #1 source of confidence for quantitative Robotaxi predictions, because it is a capital expenditure forcing function that Tesla was always unlikely to get wrong.
Joe Tegtmeyer 🚀 🤠🛸😎@JoeTegtmeyer

Cybercab action at Giga Texas today with over 40 in the outbound lot, many at Crash Texting (likely disposing of older engineering versions no longer needed) and Cybercab production body parts stands on the N end of the main factory.

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😁@TempName1000432·
@TrendSpider Good news recently Europe sales up bigly Semi starting scale production Robotaxi fleet expanding plenty more speculative stuff SpaceXAI rollup, optimus idk what the deal is with megapack 3 You never know what Elon will unveil next
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TrendSpider
TrendSpider@TrendSpider·
Can we just talk about this for a second? $TSLA
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😁@TempName1000432·
@imPenny2x For me, everything in the new testament really boils down to Mark 12:30-31. If you were a repeat violent offender, would you want someone to lock you up so you could no longer harm others? Locking them up is an act of love.
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Penny2x
Penny2x@imPenny2x·
Genuine question for my Christian friends: Im trying to use Grok to help me find examples in the Bible and understand how Jesus would approach handling repeat violent criminals for example. My basic understanding at this point is that the individual believer should more or less infinitely forgive the offender and trust the “authorities” to justly handle the situation or let God judge. Is that the end of it? Or is there examples where an individual might be morally obligated to become that “authority”?
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😁@TempName1000432·
>buy $MU at 390 >write call for 430 strike >it goes to 750 Imagine writing calls on the best stock since NVDA 2023. But if I buy calls that is surely the top
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😁@TempName1000432·
@himari_tsuki You will sound like a goober but that is a good thing 👍
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😁@TempName1000432·
@RampCapitalLLC Everything I buy goes up so I sell then it goes up even faster???
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Ramp Capital
Ramp Capital@RampCapitalLLC·
The masculine urge to call the top because the market goes up every single day and you’re not long enough
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😁@TempName1000432·
@jiratickets This is fine as long as real value is being created. Such as people using Claude more and more.
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😁@TempName1000432·
@eWhispers $CELH selling off hard today since 11am. Why?
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Earnings Whispers
Earnings Whispers@eWhispers·
#earnings before the open on Thursday, May 7, 2026 earningswhispers.com/calendar $ACMR $MCD $CELH $DDOG $BXSL $ARKO $IOVA $UUUU $VST $AMPX $BKSY $FLWS $GCT $U $TRIP $LNG $PLNT $PGY $HWM $DNOW $VTRS $XERS $SHAK $CNQ $BOBS $BETR $HIMX $IRWD $PTON $APYX $ARGX $ALGM $EFXT $SHEL $VERX $VITL $VVV $USEG $USFD $HTZ $TRGP $TIGO $TPR $ZTS $ESPR $EVRG $GFI $BDX $CMT $CRL
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Earnings Whispers@eWhispers

The most anticipated earnings releases for the week of May 4, 2026, are @PalantirTech $PLTR, @AMD $AMD, @Shopify $SHOP, Lumentum $LITE, Coherent $COHR, @AristaNetworks $ANET, @AppLovin $APP, Affirm $AFRM, Occidental Petroleum $OXY, and Devon Energy $DVN. earningswhispers.com/calendar #mostanticipated #earningsseason #earningscalendar #earningswhispers #palantir #shopify #lumentum #supermicro #paypal #acmresearch #coherent #coreweave #aristanetworks #onsemi #earningswhisper #earnings

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😁@TempName1000432·
@Mr_Derivatives Hopefully someday but realistically no.
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Heisenberg
Heisenberg@Mr_Derivatives·
Is trading your full time job?
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