Aundre Lua

@Realcoinforge Memory prices going up 70-80% in trendforce. Ddr4 and ddr5 rocketing higher

🇺🇸 WHY IS NO ONE TALKING ABOUT THE STATE OF THIS AI STOCK. $MU has just broken a multi-month symmetrical triangle to the upside. If this follows through, it's about to go absolutely parabolic. Remember: when every think the bubble is about to burst. It isn't.

@preetkailon Memory prices are surging 70-80% ddr4 ddr5

$MU BIG MONDAY AHEAD Price has been respecting this 700/720 support zone perfectly. Friday the market pulled back and $MU landed right on this level again. This is called a "support retest" . Bulls need a hold + consolidation here. Then reclaim 770 is the next hurdle. Bears need a clean break lose 700 . Lose this → 675 first, then 625/630 back in play. Also watch for a weak break below 700 followed by a strong reclaim that's called a "stop hunt." Shakes out weak hands then rips back. One of the most powerful reversal setups you'll see.

@asklivermore Is it too late to trim half now?

This is why you always listen to me. I saved you millions by trimming and taking profits. Now we wait and we will buy $MU, $SNDK and $DRAM. AI is still VERY early and we will keep going up. But we need a "breather" first. Do NOT miss the next opportunity to become a multi-millionaire.

@daniel_koss Yes. Ive been in and out of nbis, amd and micron since last year. I couldnt decide in nbis so i was reading all the info you were sharing and researching more

@arashi188 nice! made some good gains?

Did you listen anon? 😄 Told Subscribers I'm 100% all-in $NBIS into earnings. Numbers so far confirm all of predictions. Now freaking pumped for the earnings call. Do we get 1) New customers? 2) Some unit economics? 🥹 I want to get net $ retention and some cohort data! 3) More capacity than expected? 4) More details on how they productize agentic workloads?

@longinvest32 Lets buy more!!! I want to add more but maybe wait.

See the big picture ? Stop trading $NBIS accumulate !!!!

@daniel_koss Thank you Daniel!!! Got into Oust and went back to nbis again.

@aleabitoreddit I have oust. :)

Here's the humanoid exposure crowdsourced list: - $OUST - Rainbow Robotics (277810) - $AMBA - Ubtech Robotics - $MKA - Nextronics - $SYM - Harmonic Drive (6324) - $VPG - Beijing Geekplus - $MBLY - $ARBE - Nabtesco (6268) - $SERV - $HSYDF - Robotstrategy - $ZBRA - $CATL - $ABB - $BOT - Unitree (not public yet) - $LSCC - Esunny Robot (300024) - $NOVT - $RR - $PDY - Hesai (2525) - $SHA.DE - $XBOT - $XPEV - $BAM - $ALNT - 6268.T - $AMBQ - $ATOM - $MRAM - $ISRG - $HLIT - Robosense (2498) - $HG - $ACUVI - $CGNX - $KLIC - $BSL - $AEVA - $AUR - $CTH.V - $IMSR - $NEO - $KDK - $MRLN - $KITT - $INDI - $NOVT Off the top of my head: Harmonic Drive, $OUST, $BOT, $VPG, $MBLY, and Ubtech showed up the most. Will start doing DD into mentions.

@StockSavvyShay Feels like early days of amazon. I think Amazon was in similar when i was investing in it. Hopefully it goes same direction

$HIMS Q1 EARNINGS • Revenue $608M vs Est. $618M • EPS ($0.40) vs Est. $0.02 • EBITDA $44M vs Est. $46M • Gross Margin: 65% vs Est. 72% • Subscribers $2.6M vs Est. $2.6M Q2 Guidance • Revenue $690M vs Est. $645M • EBITDA $45M vs Est. $70M FY26 Guidance • Revenue $2.9B vs Est. $2.8B • EBITDA $315M vs Est. $319M

@StbjergTro97997 Would you buy this little dip before earnings?

I do not wanna do somekind of insane x hype But after this great weekend spending a lot of time with $NBIS research I honestly do not think I have ever been more bullish on a company

@ParadisLabs $INOD $QUIK ?

Finishing up my write-ups for two new positions I took over the last couple of weeks: 1. World’s #1 industrial-grade SSD provider + top 10 global DRAM supplier at under $5B MC 2. ASIC designer + turnkey supplier qualified by $TSM at $150M MC Any guesses?

@longinvest32 Thats my plan too

$NBIS adding Monday with clear funds 200$ after earnings

@EchoAnalysis Where can i see your post?

Posted.

@ftr_investors Asts?

The Future Investors presents the 40 stocks with the highest projected revenue growth for the next 3 years! 📈🚀 1. $NBIS | Nebius - 211.8% 2. $IREN | IREN Limited - 106.0% 3. $CRDO | Credo Technologies - 96.6% 4. $CRWV | CoreWeave - 94.2% 5. $SNDK | SanDisk - 80.2% 6. $LITE | Lumentum - 70.2% 7. $HXSCL | SK hynix - 68.7% 8. $BE | Bloom Energy - 67.0% 9. $MU | Micron - 62.6% 10. $PLTR | Palantir - 52.0% 11. $FPS | Forgent Power - 49.9% 12. $ALAB | Astera Labs - 47.7% 13. $AVGO | Broadcom - 46.8% 14. $AMD | AMD - 42.4% 15. $NVDA | Nvidia - 39.1% 16. $FTAI | FTAI Aviation - 38.3% 17. $RKLB | Rocket Lab - 37.8% 18. $RHM | Rheinmetall - 36.6% 19. $BESI | BE Semiconductor - 36.0% 20. $APP | AppLovin - 34.5% 21. $RDDT | Reddit - 34.2% 22. $WDC | Western Digital - 33.2% 23. $MRVL | Marvell - 32.7% 24. $ORCL | Oracle - 31.1% 25. $PRX | Prosus - 30.3% 26. $STX | Seagate - 30.2% 27. $AXON | Axon - 30.2% 28. $LSCC | Lattice Semi - 29.2% 29. $COHR | Coherent - 29.1% 30. $NU | Nu Holdings - 28.4% 31. $ARM | Arm - 28.2% 32. $NET | Cloudflare - 27.9% 33. $TSM | TSMC - 27.8% 34. $TER | Teradybe - 27.7% 35. $VRT | Vertic - 26.7% 36. $CIEN | Ciena - 26.7% 37. $AFRM | Affirm - 26.5% 38. $MELI | MercadoLibre - 26.2% 39. $SHOP | Shopify - 25.7% 40. $FORM | FormFactor - 25.6% Source: @KoyfinCharts 𝗖𝗿𝗶𝘁𝗲𝗿𝗶𝗮 - Revenue TTM >$500M - Gross Profit Margin >30% - Revenue est. next 3Y >25% - No biotech, mining companies - Marketcap >$10B What are your favourite growth stocks for the next 3 years? 🤔🚀

@YodaStockInvest I have 4 of them

Thinking 3-5 years out, what’s the best play here? A) $NBIS B) $IREN C) $SOFI D) $HIMS I keep asking myself WHICH SHOULD I ADD?

@daniel_koss @CABeyney Im worried about vineland delays too.