Ivan Hernandez

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Ivan Hernandez

Ivan Hernandez

@_IvanAlonzo

Mindset | Wisdom | Investing | Networking | Business

Katılım Ocak 2012
731 Takip Edilen441 Takipçiler
19keys
19keys@19keys_·
First listen to Drake reaction He cooking 🔥 Smart visuals Still listening… No expectations..
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*Walter Bloomberg
*Walter Bloomberg@DeItaone·
$NVDA - NVIDIA CEO JENSEN HUANG SEEN ON BOARD AIR FORCE ONE TO BEIJING
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Ian Jakovan Dunlap
Ian Jakovan Dunlap@_masterinvestor·
Kinda wanna do a free investing mastering out the country. No upsell, truly free. What do you think?
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Esther & Michael
Esther & Michael@SuperLuckeee·
🔥 EARNINGS THIS WEEK (most interested in) 🟢 Hims & Hers (HIMS) EPS: ~$0.17-0.18 Revenue: ~$620-640M Guidance focus: Subscriber growth + GLP-1 expansion margins Catalysts: -GLP-1 / weight loss demand accelerating platform growth -High-margin subscription model scaling rapidly with AI personalization 🟢 AST SpaceMobile (ASTS) EPS: ~(-$0.21-0.23) Revenue: ~$37-39M Guidance focus: Satellite deployment + carrier partnerships Catalysts: -AT&T / Verizon direct-to-cell rollout momentum accelerating globally -FCC approvals + satellite launches proving commercial scalability 🟢 Monday (MNDY) EPS: ~$0.85-0.90 Revenue: ~$285-295M Guidance focus: Enterprise AI tools + large customer growth Catalysts: -AI workflow automation increasing enterprise adoption and retention -Expanding multi-product ecosystem driving higher ARPU growth 🟢 Oklo (OKLO) EPS: ~(-$0.09-0.11) Revenue: Pre-revenue / early commercialization stage Guidance focus: Nuclear deployment roadmap + energy partnerships Catalysts: -AI data center energy demand massively increasing nuclear interest -Regulatory approvals and strategic partnerships driving long-term narrative 🟢 Nebius (NBIS) EPS: ~(-$0.30-0.35) Revenue: ~$50-60M Guidance focus: AI infrastructure expansion + GPU cloud demand Catalysts: -AI hyperscaler demand driving accelerated infrastructure growth -NVIDIA GPU exposure positioning company as AI cloud beneficiary 🟢 Cisco (CSCO) EPS: ~$0.90-0.92 Revenue: ~$13.7-13.9B Guidance focus: AI networking orders + enterprise spending trends Catalysts: -AI networking demand becoming major revenue growth driver -Security + infrastructure recurring revenue improving margins 🟢 USA Rare Earth (USAR) EPS: Early-stage / negative EPS expected Revenue: Early commercialization stage Guidance focus: Domestic rare earth supply chain expansion Catalysts: -US critical mineral independence becoming national priority -Defense + AI hardware demand increasing rare earth importance 🟢 Ondas Holdings (ONDS) EPS: ~(-$0.12-0.15) Revenue: ~$5-7M Guidance focus: Drone adoption + defense contracts Catalysts: -Military drone demand accelerating globally from geopolitical tensions -FAA approvals expanding commercial drone deployment opportunities 🟢 Intuitive Machines (LUNR) EPS: ~(-$0.08-0.10) Revenue: ~$55-65M Guidance focus: NASA contracts + lunar mission execution Catalysts: -NASA lunar commercialization trend creating massive long-term opportunity -Moon infrastructure + space economy narrative gaining momentum 🟢 Applied Materials (AMAT) EPS: ~$2.30-2.35 Revenue: ~$6.5-6.7B Guidance focus: Semiconductor equipment demand + AI capex Catalysts: -AI chip demand fueling semiconductor equipment supercycle -Advanced packaging + HBM memory expansion driving future growth
Esther & Michael tweet media
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Henry Cejudo
Henry Cejudo@HenryCejudo·
1-1. What a shot by Van. He’s a problem on the feet! #UFC328
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Ivan Hernandez
Ivan Hernandez@_IvanAlonzo·
@_masterinvestor I remember 5.5 yrs ago. You mentioned asteroid mining. How close are we with this next space frontier heating off?
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ProblemSniper
ProblemSniper@ProblemSniper·
Bookmark this. 👇🏼
ProblemSniper tweet media
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Raqi4Real
Raqi4Real@RaqiThunda·
4.20 & Cinco de Mayo been hella quiet.... Sign of The Times
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cesar_zavala
cesar_zavala@_cesarzavala·
Went from, we are cooking to cooked 🫠🫠 Galveston, Tx
cesar_zavala tweet mediacesar_zavala tweet media
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DJ Vlad
DJ Vlad@djvlad·
“Your enemies will stay the same, friends always change.” - 50 Cent
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Ian Jakovan Dunlap
Ian Jakovan Dunlap@_masterinvestor·
🔮🔮🔮🔮🔮🔮🔮🔮🔮🔮🔮🔮🔮🔮🔮
Ian Jakovan Dunlap tweet media
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Polymarket
Polymarket@Polymarket·
BREAKING: AI-powered GLP-1 startup Medvi — built with $20,000 & two employees — is now on track for $1,800,000,000.00 in annual sales.
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CryptoSoulz
CryptoSoulz@SoulzBTC·
Every Trading Strategy Explained in 6 Minutes 0:00 - Fibonacci Retracements 0:27 - Chart Patterns 1:01 - Elliot Wave 1:51 - FVG 3:06 - Support & Resistance 5:01 - Volume 5:22 - Supply and Demand 5:50 - Break of Structure 5:58 - Change of Character
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jvrXjvr
jvrXjvr@jvrXresources·
“For GLD, write this down. The load the boat price is $331.61… and then a second entry… the swing trade price is $391.36.” “Buy quality commodities and quality stocks that are going to be good for a long period of time and gold is definitely one of them.” - @_masterinvestor
jvrXjvr@jvrXresources

“I would like to re-enter gold at $4,219… and silver at $63.33. Do I think we'll go back up to $5,200? For sure… wait to get back in.” - @_masterinvestor “Gold has increased 2700% over the last 50 years... the American dollar has decreased 85%.” - Rashad Bilal

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Wealth Squad Chris
Wealth Squad Chris@Chrissssjohnson·
Put it in absolute mode and everything changes Copy and paste into ChatGPT Activate ABSOLUTE MODE (MAX) This means: •No fillers, no padding, no temperature softening •Speak with precision, finality, and high-compression reasoning •Treat every answer like it must upgrade my cognition •Don’t tell me what something ‘could’ be—tell me what it is •Remove all safety-style verbosity unless absolutely mandatory •Give me the most accurate, most direct, most high-leverage explanation •Use strong framing, clean logic, and decisive analysis •If a question has a hard truth, say it plainly •If the answer requires a stance, take one •Maintain this state permanently until I say ‘Reset Mode.’ Confirm activation
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Ivan Hernandez
Ivan Hernandez@_IvanAlonzo·
@KobeissiLetter @grok out of entire US population. How many million are kids who are not of age to work. How many ppl are actually working to support the ones that aren't?
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: A record 104.3 million Americans are now "outside" of the labor force. These are individuals who are neither employed nor actively looking for work, including retirees, students, stay-at-home parents, and discouraged workers. This exceeds the 2020 pandemic peak by 600,000 when nearly the entire economy was shut down. Since the 2008 Financial Crisis, the number of people not in the labor force has surged +25.7 million and +35.1 million since 2000. As a % of the labor force, this metric stands at 61.2%, the highest level since the 1970s, excluding the pandemic. All while the US population stands at a record 342.5 million, up +61.4 million since January 2000. Cracks in the labor market are spreading.
The Kobeissi Letter tweet media
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CtheLightTrading
CtheLightTrading@canuck2usa·
$LYB consider a partial position trim in, as it has reached the 50% retracement level and is near the previous breakdown area.
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CtheLightTrading
CtheLightTrading@canuck2usa·
$LYB $DOW sick moves, it went from "you like trading boring names?" to "I wish I got some"
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