Ivan Hernandez
5.4K posts

Ivan Hernandez
@_IvanAlonzo
Mindset | Wisdom | Investing | Networking | Business
Katılım Ocak 2012
731 Takip Edilen441 Takipçiler
Ivan Hernandez retweetledi

🔥 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

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1-1. What a shot by Van. He’s a problem on the feet! #UFC328
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@_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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Ivan Hernandez retweetledi

@_masterinvestor @RaqiThunda Money is tight and everybody on peptides
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it’s why i own land, commercial property, and 2 apartment complex’s…. all purchased from those numbers on the screen… but u stay blessed
Chris Reilly@C_Reilly5
@Chrissssjohnson @Wallstreet504 We need to learn what REAL wealth is It’s not numbers on a screen my friends!!!!!
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Ivan Hernandez retweetledi

@_masterinvestor You were pounding the table 2 yrs ago #respects 🫡
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Ivan Hernandez retweetledi
Ivan Hernandez retweetledi

“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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Ivan Hernandez retweetledi

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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@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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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.

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