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Za

@ZaStocks

Thematic trader + investor. This is my trading and investing journal where I share charts, trade ideas, and market thoughts. Not financial advice.

Katılım Aralık 2020
393 Takip Edilen78K Takipçiler
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Za
Za@ZaStocks·
I’m very selective when making long term investments. It’s rare for me to even initiate a new long term position, typically I only do it when I see a severely discounted asset. Thats what I saw in January with $INTC at $39 per share. 156% in four months. Why? Price is what you pay, value is what you get. Posting a bit of the thesis I shared back then. Not only has the thesis started to come to fruition, but it’s strengthened and become even more relevant as the AI story for Intel has accelerated.
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Za@ZaStocks·
$QCOM Did someone mention big multi year bases? First $DELL + $ARM, maybe Qualcomm is next. Investor day coming in June…
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Za@ZaStocks·
@zcelestialbaby A win is a win but I don’t like to trim often.
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zc@zcelestialbaby·
@ZaStocks Crap I just trimmed a bunch…
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Mads Trading
Mads Trading@prasadmaddali20·
@ZaStocks Yes $QCOM 300 by Aug very much on cards. That 231 break is what i was looking for. Failed last week but did it this week. Lets go $QCOM
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Kayser Sosa@SosaKayser666·
@ZaStocks People really dont understand this one will double easily
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Za@ZaStocks·
@anni_sen @Venu_7_ Huh? I’ve been in $MRVL since $84, $ARM since $140, $INTC since $39.
Za@ZaStocks

Google is developing two custom ASICs with $MRVL. One a memory focused processing unit designed to complement existing TPUs, the other a next gen TPU built for running more efficient AI models. Thesis from late 2025-early 2026 below. Fundamentals, narratives, and thematics. I try to identify these opportunities early, before they show up in the charts. Pays to be early.

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Anni@anni_sen·
@Venu_7_ @ZaStocks Wait for June investor day! @ZaStocks Bro you join the party after Venu’s MRVL and my QCOM ideas have 2x’ed😀
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Za@ZaStocks·
@TedHZhang Pretty clear these will lead the next crypto uptrend whenever it starts.
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Za@ZaStocks·
@FranVezz Have to think they’re going to announce some new customers soon.
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Francesco@FranVezz·
@ZaStocks It's definitely got that violent right side power to it!
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Za@ZaStocks·
@tgw_dta Another good example.
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Za@ZaStocks·
The power and strength behind a stock that builds a multi year base can’t be overstated. $DELL and $ARM are textbook. Save these and study them.
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Za@ZaStocks·
@jrouldz That’s not enough, need them within 2 minutes of eachother.
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DocIRA51k@DocPod4·
@ZaStocks Solar theme is heating up. As seen by $ENPH $FSLR. Glad I am in it with $TE
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Za@ZaStocks·
$TE Profitable + vertically integrated U.S. based solar manufacturer. Leopold Aschenbrenner buying in to bring the volume doesn’t hurt either.
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Za@ZaStocks·
I discussed $TSLA, a lagging chip stock sitting at the edge of robotics, two AI infrastructure stocks with great setups that haven’t broken out, a stock with government investment sitting in a massive base, my portfolio, favorite charts and more here: open.substack.com/pub/zastocks/p…
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Za@ZaStocks·
@gbc_it $KTOS has been hit just as hard.
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Za@ZaStocks·
$AVAV Anduril CEO: "We are definitely going to be a publicly traded company.” Drone theme might start to bottom out if the Anduril IPO talk heats up. $1.5T military budget won’t hurt. Something about that 200 week moving average…
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Keşfet

@Trader183242281 @zcelestialbaby @YasirShahnawaz1 @prasadmaddali20 @SosaKayser666 @hansmast @anni_sen @Venu_7_