TradeStackr
488 posts


@wollmangideon You’re a retard, I’m one of the only people on this platform that actually shares receipts regularly lol search any of these tickers “from:stocktalkweekly $TICKER”
Since my initial purchases I have exercised calls so cost basis has increased slightly, but here you go…



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Everyone is searching for the next CPO bottleneck whilst ignoring one of the more obvious trades out there:
Chemicals.
It's the boring and unglamourous part of the AI infrastructure buildout, but one too many don't have on their radar.
You have:
1. $ENTG: The purity play.
Sits directly in the middle of the of $TSMC's Arizona fab.
-> A single contaminant can destroy a $30,000 package just like that. Just as $AEHR is critical to chips, $ENTG is critical to chips. It just hasn't moved yet.
2. $MKSI: The packaging chemistry play.
Supplies the specialty chemicals that enables advanced semiconductor packaging.
3. $ROG: System level materials play.
Indirect play on optical transceivers and high-speed switches.
4. $ESI: Direct advanced packaging play.
Most direct play on advanced packaging with organic growth now the highest since COVID.
I have a deep dive into the chemicals thematic out soon.
Make sure you're subscribed (for free).

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@stocktalkweekly @stocktalkweekly I want you know your opinion on this one
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@stocktalkweekly Don't have enough money? Cancel your Netflix, Spotify and YouTube premium sub but keep STW discord sub. Period.
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When I first started my service, it was $20/month. I realized within the first year that demand was insatiable, because thousands of members signed up & hardly anyone ever cancelled. So, prices had to go up.
Every year since, I've had to continue to raise prices to moderate the never-ending stream of new members.
Our service is uniquely transparent. I share all my positions, weightings, cost-basis, and live entries & exits.
I also share my performance along the way. I started sharing my portfolio transparently at the beginning of 2024, and since then we've posted 3 consecutive triple-digit return years (+260%, +505%, and +115% so far this year).
All of my picks are swings or investments. No scalps or day-trades. I don't share a new ticker every week, and the portfolio stays tight with anywhere from 10 up to 25 positions at a time.
No OTC, no illiquid ADRs, no meme stocks, no 0DTEs. All U.S. listed names with a real thesis. I never, ever pump & dump on our members and I don't shill weak narratives.
Our competitors either A) have 200 positions with no sense of conviction or B) share ideas, but don't share their entries/exits/weightings or C) share new ideas every day or week and pump & dump on their members.
We do none of the above.
People who are tired of "idea" sharing with new charts, stocks, and half-baked thesis shared every week have found that our service provides a much more easily followable structure with clear indications as to what exactly I'm doing. That's why so few people ever leave.
If our service is too expensive for you, that's fine! I share plenty of free ideas on Spaces and on my X feed. But, if you want to know what a real trading & investing community looks like, I encourage you to check us out. Cheers 🍻
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I remember thinking I had it all figured out after one good run.
Caught a clean move, made money fast, felt like I cracked the code. Naturally, I started taking everything that looked even remotely similar. Same pattern, same idea... or at least that’s what I told myself.
Gave it all back within a week.
That was the moment things shifted for me. Not because I learned a new setup, but because I finally saw the truth. It wasn’t the chart making me money, it was how I was showing up around it. The discipline, the patience, the ability to pass.
Same market. Same patterns. Completely different results.
These days my process looks almost boring. I spend more time cutting names from my list than adding them. I wait for relative strength. I wait for confirmation. I let a lot go without me.
Most days there’s nothing to do, and that used to bother me. Now I understand that’s the job.
The real edge wasn’t finding better trades. It was learning when not to trade at all.
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@TradeStackr @stocktalkweekly 💯 a group that makes you smarter and keeps you in line. The price is nothing compared to the community
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Since September of last year, I've been pounding the table on our 2nd largest position Amkor $AMKR repeatedly.
The stock has more than doubled since, and today it's trading at all-time-highs, taking out the peak from the dotcom bubble.
Ahead of the herd.
Stock Talk@stocktalkweekly
Amkor $AMKR - Broadcom $AVGO is designing OpenAI chips - Amkor won 2024 'Best Supplier Award' from Broadcom - Amkor partnered with Taiwan Semi $TSM & Apple $AAPL to launch largest OSAT hub in the U.S. -- Apple to be first customer - Trades under 1x sales - Testing 200-week SMA
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@wealthmatica Bro those arrows on David is diabolical. Looks like devil lol
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Officially announcing the start of something new and fun for the $ZETA community tomorrow...
Episode #1: ZEUS WEEKLY.
Agenda:
- SPECIAL Guest... 👀
- Earnings: Re-cap
- Updates: Athena/38th Roth Conference
- Strategy: Defensive Edge/MOAT
Join us LIVE tomorrow evening at 5PM EST on YouTube.
Feat: @TheRonnieVShow
Trust me, you'll want to see this special guest. 👇youtube.com/live/tcrq616rh…

YouTube
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@FugaziResearch Somebody just wants a cheaper long position 😭😂
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We just published a short report on Energous Corporation $WATT
A decade of promises, batteries drained by dilution🪫
Please see our report for our full disclaimer:
fugaziresearch.com/p/watt-a-decad…
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@AAA44360579 @pennycheck You can buy on trading 212 or scalable capital
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Trade idea:
$DXYZ
$VCX is up nearly 900% in last few days due to their stake in anthropic accounting for 20% of the fund
$DXYZ seems like a undiscovered sympathy play on this
Known for their SpaceX stake , but largely unknown is they recently purchased $100M on Anthropic though SPV / same rate of exposure as $VCX at 20% according to Claude.
Stock has always traded at a massive premium to NAV and is now trading just a few dollars above NAV
Feels like a easy and obvious sympathy for those who don't want to chase $VCX all the way up here
There is also notable short interest at 17% adding possible torque to this idea

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@bullish_sasha Sorry but what is that suppose to mean in this context?
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@wallstengine Thats crazy news! Totally opposite of what investors might me thinking!
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