@EchoAnalysis Do you buy based solely on technical specifications? Or do you also consider your thesis when making a purchase?
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useeeer12345
63 posts
🟢 $WYFI Starting a position here 🟢
Price has tested the 0.618 fib and showing a strong initial reaction.
We got this chart perfect and were the first to share it.
Wave 3 target: 237% 🚀
Echo Analysis@EchoAnalysis
$WYFI We nailed this 👀 Down another 11% today and nearly 40% since the Wave B top. I expect support at the 0.618 fib and 200DMA confluence around $24. Wave 3 target: 237% 🚀
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$WYFI We nailed this 👀
Down another 11% today and nearly 40% since the Wave B top.
I expect support at the 0.618 fib and 200DMA confluence around $24.
Wave 3 target: 237% 🚀
Echo Analysis@EchoAnalysis
$WYFI Going exactly to plan 👀 Price down 6% today and making a lower low. Confirming bearish momentum. I'm certain price tests the 0.618 fib. Support there is an easy buy. Wave 3 target: 237% 🚀
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@mikalche I'm in a trading tournament that ends in two weeks. What do you think about buying now?
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$AVAV 230 CALL JUNE 5TH
DO NOT SLAP THE ASK - ASK FOR THE MID PRICE
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@Adonis_Stergiou I'm in a trading tournament and I have two weeks left. I was thinking of buying now. What do you think?
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$AVAV
interesting spot here to watch and set some alerts here
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Once $RGTI sweeps this level, we should go parabolic again 🚀
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$AAOI before and after 👀
Up 120% in 6 weeks...
I have a whole catalogue of plays like this
Echo Analysis@EchoAnalysis
$AAOI About to take off👀 Price up 20% off the 0.382 Fib on Thursday and formed a bullish hammer on the weekly A breakout from the trendline confirms Wave 5 Wave 5 target: +98% 🚀
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@athuinvests I can't find the SIVE ticker anywhere, where is it?
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$SIVE - PHOTONICS LASER SHORTAGE IN 2030 BY ALMOST 50%
$NVDA wants suppliers of InP lasers to increase capacity by 20x through 2030 to support AI cluster networking. They agreed to 12x. This clearly means a 40% shortage.
In such circumstances, how can one not be bullish for $SIVE? 😍 They make exactly these types of InP lasers for future 1.6T+ transceiver architectures & CPO programs.
They are a chokepoint for many supply chains mapped directly to hyperscalers and OEMs out there.
The thesis that it could be the next $LITE is by no means shallow. There is definitely more realness to it than ever before as we keep seeing huge signals coming our way, every few weeks.
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@yianisz I don't really understand photonics, could you explain a little about what they do? And is it a good time to buy?
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Not selling. Highest conviction engineering moat.
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@AlmaCap114204 When will it happen? I'm in a trading tournament that ends in two weeks, should I buy or not?
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$AAOI, $LITE and $COHR will all do really well on this
Sean@sean_________
Rosenblatt InP lasers checks: According to our checks, NVIDIA, which is the driving force behind scale up CPO, asked the supply chain to increase InP laser capacity by ~20x from 2025-2030. The vendors appear to have taken a more conservative stance, agreeing to an ~12x increase ( $AAOI / $LITE etc)
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@saso_capital Do you think it's possible? What do you need?
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I gave you $IREN at $39.
I told you it would outperform $NBIS over the short-term:
$NBIS + 44%
$IREN + 73%
And the run is far from over here.
$103 is my absolute minimum target for this move.
$IREN still has some room to run here, but I believe $NBIS will ultimately be the better long-term hold.
And I will massively add to my $NBIS position once it's worth it again.
Subs will be the first to know when I make a move.
The Analyst@MMatters22596
I think $IREN will outperform $NBIS over the short-term. $NBIS has already ran really high, and $IREN probably just bottomed. You also can't forget that $IREN is also expected to grow revenue over 100% this year. My minimum target is $103 for the next impulse. Thats nearly a 3x from here. That being said, I prefer to hold $NBIS over the long-term, just from a fundamental perspective. $NBIS remains my biggest position and i will never sell it for $IREN, expect the fundamental thesis breaks.
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@CKCapitalxx I'm in a trading tournament that has 2 weeks left. What do you think about buying $VIVO now?
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$VIVO just shortlisted prospective AI tenants for their 41.5MW Norway data center following a competitive RFP process with multiple formal bids.
The catalyst I have been waiting for is closer than ever.
Let me remind everyone why this is still one of the most asymmetrical small cap setups in the market.
$75 million market cap. Already operational. Already generating $31 million in annualized revenue. Grid demand response already activated and paying. And now a formal shortlist of AI operators and infrastructure groups competing to become the anchor tenant.
This is not a company hoping someone shows up. Multiple parties submitted formal bids. The RFP process is competitive. That means $VIVO has leverage on pricing and terms. When you are the only operational renewable powered AI data center with sub $0.035 per kilowatt hour energy costs in Norway you do not beg for tenants. You choose them.
When a hyperscaler or AI neocloud signs that lease the revenue per watt jumps 3 to 5x over standard hosting rates. That single facility at AI compute pricing could generate $150 to $200 million annually.
And behind Norway sits 291MW of secured powered land in Finland and a 25MW sovereign AI platform in the UAE.
Management formally targeting $1 billion in revenue by 2029. By 2033 they are targeting $3 billion. On assets they already control today.
At $1 billion in revenue and 5x revenue multiple that is a $5 billion market cap from $75 million today.
The tenant announcement is the catalyst. The shortlist just told you it is coming.
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@RealJGBanks Do you think buying is a good option for earnings? I'm in a trading tournament, so I'm looking at catalysts.
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$P - EARNINGS TOMORROW
We already hit 500% on them
Data center names are hot
Will be a good tell how the market wants to price in the rest like $IREN $CORZ $CIFR
Another FREE trade idea that was given to you
Listen and follow and we can RETIRE… are you ready?
Justin Banks@RealJGBanks
🚨Blackstone just launched a $1.74B Data Center REIT IPO. Data centers are the next rotation. Setups: $P - Break $78 → $90+ $IREN - Break $59 → $70+ $WULF - Break $26 → $36+ $CIFR - Break $23 → $30+ $CORZ - Break $24 → $30+ This is where life changing money is made.
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@BULLOFBRITAIN I'm in a month-long trading tournament and your post caught my eye as I'm considering buying something. I have three weeks left in the tournament; what do you think about buying any of those? What do you think about $SMTC, which releases results on Tuesday?
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New names floating around with high volume and sentiment / mindshare with retard explanations at the end of each.
> $HYLN - their product KARNO generator is an alternate option instead of fuel cells in data centers
(fuel cell expensive and bad life span, generator not.)
> $025560 Mirae Corp - post packaging chip inspection tools into CXMT / sk hynix
(the machines that test memory chips after they're packaged)
> $HLIT - 95% market share in virtualized cable modem termination systems
(the software running cable internet upgrades for most of the industry)
> $SMTC - high speed signal integrity platform for 800G, 1.6T and 3.2T transmitters
(the chips that move faster data inside AI clusters)
> $SEDG - solar inverter maker, pivoting into AI data center power hardware
(sun make energy for stuff)
> $AMPG - only US maker of a 5G tower antenna , NVIDIA just picked it as the hardware for AI on cell tower.
(the box on top of cell towers that beams signal to thousands of phones at once in cities and stadiums)
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@CKCapitalxx I need more. I'm in a month-long trading tournament and I want to win. For that, I need those shares. Please help me.
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In the last week I gave you guys $OPTX and $AMPG.
Look at the performance.
$OPTX up 33%
$AMPG up 87%
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@InversorSensei Me gustaría conocer $CRWV en tus gráficos, como la ves?
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Os comenté $AMZN…
Después $META
Ahora $TSLA
Y la siguiente…$MSFT
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I calculated the value if you followed all my decisons with 1K in the last 2 months:
The decisions
1. Sk Hynix (09/03): Buy at 487 - 2.05 shares
2. $OUST (10/03): Buy at 20 - 50 shares
3. $MRVL (11/03): Buy at 88.66 - 11.27 shares
4. $POET (11/03): Buy at 6.52 - 153.37 shares
5. $POET (31/03): Buy at 4.9 - 204 shares
6. $OUST (31/03): Buy at 16.7 - 59.88 shares
7. $HIMS (31/03): Buy at 18.7 - 53.47 shares
8. Filtronic (20/04) Buy at 230 - 4.34 shares
9. $POET (27/04) Sold at 8 - 357.37 shares
10. $WOLF (05/05) Buy at 36 - 27.78 shares
11. $FLNC (07/05) Buy at 16.67 - 59.99 shares
The value up to now
1. Sk Hynix - Now at 996 -> 2.041 (+104.1%)
2. $OUST - Now at 24.38 -> 2.678 (+33.94%)
3. $MRVL - Now at 165.86 -> 1.896 (+86.92%)
4. $POET - Sold at 8 -> 2.858 (+42.95%)
5. $HIMS - Now at 25.61 -> 1.369 (+36.93%)
6. Filtronic - Now at 388 -> 1.683 (+68.39%)
7. $WOLF - Now at 49.49 -> 1.374 (+37.48%)
8. $FLNC - Now at 24.78 -> 1.486 (+48.65%)
Total invested: 10K
Total Return 15.38K
Return: 53.85%
I'm happy with the value I provide on here. All for free, just a nerd sharing his research.
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@WealthyReadings I thought about buying it recently, but I thought I'd missed out. Now it's clearly more expensive, but is there still a chance to buy it right now? What do you think?
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$SILC just confirmed my bull case.
They received their first inference focused hardware order, up to tens of thousands units, upon successful completion. PoC starting H2-26.
$SILC isn't my next $SOI
It'll be bigger.
The Few Bets That Matter@WealthyReadings
Let me bring you back to speed about $SILC. Manufacturing hardware designed to reduce bottlenecks - rings a bell? ~$130M capitalization, sitting on $74M of net cash. Double-digit growth guidance. Why does the market ignore this name? Because a strong balance sheet isn't enough to deserve a premium, and the company has been struggling. A hardware cyclical business that boomed and crashed post-covid, struggling to find new demand for its tech. Until AI networking bottlenecks, robotics and now quantum. Three new verticals which will require very specific and customized compute optimization hardware, and $SILC excels at doing exactly that. They sell packaged optimizers. That's all they do. But until the market sees proof of this comeback - not only in words but in numbers, it won't reward it. The stock rose on optimism but is still missing proof. Was. This contract is the first step toward letting the market know that management's optimism is founded and that these new verticals have a real demand. The market will adapt once this materializes.
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$CRWV might become one of the best performing stocks this year.
And I'm still extremely bullish on this company.
Long-term target remains at $300+
But I want to be honest here.
I sold the position I bought together with the subs for a 42% gain.
Not because I think the top is in.
I simply prefer $NBIS.
Why own a good company when you can own the best in the sector.
And I believe $NBIS will, over the long-term, be a far better investment than $CRWV.
The Analyst@MMatters22596
$CRWV The higher low today looks insanely bullish. This has to be the most underrated AI-Infra play in the entire market. Literally $NVDA's biggest stock position. My target is $310.
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