Babar Ali

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Babar Ali

Babar Ali

@babarali_786

Reviewing stocks, tracking momentum, and spotting clean opportunities.

Seattle, WA Katılım Nisan 2021
60 Takip Edilen53 Takipçiler
Babar Ali retweetledi
Crypto Rover
Crypto Rover@cryptorover·
🩸CRASH: Gold and Silver are getting absolutely destroyed. More than $2.5 TRILLION has been wiped out from precious metals in the last 24 hours. Gold just erased nearly $1.7 TRILLION in value. Silver crashed over 11% and lost almost $800 BILLION.
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Babar Ali
Babar Ali@babarali_786·
@MerlijnTrader Low float can amplify both rallies and selloffs. The real test comes when liquidity increases and the market starts pricing fundamentals instead of scarcity
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Merlijn The Trader
Merlijn The Trader@MerlijnTrader·
🚨 SPACEX IS ALREADY CRACKING $SPCX just dropped 20% from its peak. $600,000,000,000 wiped out in two days. A 4% float built the price. The unlock will break it. The crypto FDV playbook, live on the Nasdaq.
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Babar Ali retweetledi
Crypto Rover
Crypto Rover@cryptorover·
BREAKING: 🇺🇸 50% of Fed officials now expect a rate hike in 2026. BITCOIN FELL MORE THAN 68% DURING THE LAST FED TIGHTENING CYCLE (2022–2023). 🤯 Prediction markets are already pricing a 62% chance of a hike by September. The consensus going into 2026 was rate cuts and easy money. Then came an energy shock. Inflation reaccelerated. Kevin Warsh vowed to crush it. More volatility ahead. More opportunity to accumulate cheap $BTC.
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Babar Ali
Babar Ali@babarali_786·
@GrindeOptions PLTR has spent years building the foundation. If AIP keeps driving adoption and margins stay strong, today's consolidation could look like an opportunity in hindsight
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Cole Grinde
Cole Grinde@GrindeOptions·
Buying $PLTR in the $130’s is probably one of the best buying opportunities you’ll likely have over the next several years. This year, the stock hasn’t had the best performance but that’s only healthy. Palantir is a company that’s extremely profitable, has amazing fundamentals and their products help other businesses become more efficient and profitable. That in itself is worth a premium. The ontology they’ve built over the last 20 years is pretty remarkable. Palantir’s AIP is one of the companies greatest products. In short, AIP is Palantir’s way of making generative AI enterprise ready and operational, not just experimental. It’s a major growth driver for Palantir’s commercial and government business. I’m a buyer at these levels. The longer the base, the bigger the breakout.
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Babar Ali
Babar Ali@babarali_786·
@aleabitoreddit Analyst reports are data points, not investment theses. The market has a way of humbling both retail investors and Wall Street forecasts
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Serenity
Serenity@aleabitoreddit·
Bernstein is legit the dumbest analyst firm I’ve seen calling for a 50% crash in Kioxia. They gave $INTC a $36 PT back in Jan and now it’s $118. Good lesson to ignore institutional reports that get published for retail consumption. They’re not here to help retail investors.
ブルームバーグニュース@BloombergJapan

時価総額トップのキオクシア、株価に50%の下落余地-バーンスタイン bloomberg.com/jp/news/articl…

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Crypto Rover
Crypto Rover@cryptorover·
🚨 SPACEX MAY BE THE BIGGEST EXIT LIQUIDITY EVENT IN MARKET HISTORY. SPCX is up 70% from IPO. But only 4% of shares actually trade publicly. The other 96% are still locked. Now passive funds are being FORCED to buy while insiders prepare to unlock and dump shares starting as early as July/August. Retail thinks they are buying the future of space. They may actually be funding the largest insider exit of this entire cycle.
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Babar Ali
Babar Ali@babarali_786·
@cryptorover Low float can create explosive upside, but lockup expirations often change the supply-demand equation fast. The real test starts when insiders can sell
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Serenity
Serenity@aleabitoreddit·
I did say $MU looked like the next $NVDA. Now we're at a $1.23T MC. Started talking more about Samsung Electronics/Sk Hynix back in 2025. Put more concentration into the memory theme like $SNDK and others, Jan of this year. And I'm glad my prediction with Micron + memory is playing out well! Hope people had fun with $EWY longs too, those are up a lot.
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Serenity@aleabitoreddit

$MU looks like the next Nvidia. When Nvidia was $400B (now $4.5T+), markets thought GPUs were a short-term cycle. Same with memory today. AI has broken that cycle. With the same "Made in America" and White House backing like $INTC: Don't overthink things with Micron.

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Babar Ali
Babar Ali@babarali_786·
@aleabitoreddit Great calls, but the bigger takeaway is the theme. AI demand made memory strategic again, and the market is finally pricing that reality in
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Babar Ali
Babar Ali@babarali_786·
@cryptorover Every cycle gets its “this time is the top” narrative. Hype can signal risk, but bubbles burst from conditions, not headlines alone
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Crypto Rover
Crypto Rover@cryptorover·
🚨 WARNING: $SPCX surged more than 20% yesterday. The last 3 mega hype IPO's ended up crashing the markets brutally. 1972: Intel mania → S&P 500 crashed -46%. 1999: AT&T and Dot-Com mania → Nasdaq crashed -78%. 2026: SpaceX IPO mania. History may be repeating again.
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Babar Ali
Babar Ali@babarali_786·
@StockSavvyShay Distribution + compute is a powerful combo. Owning both the developers and the infrastructure could be where the next AI moat gets built
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Shay Boloor
Shay Boloor@StockSavvyShay·
$SPCX will acquire Cursor in an all-stock deal valuing the AI coding company at $60B The companies say pairing Cursor’s software engineer distribution with SpaceX’s Colossus compute would help them build “the world’s most useful models.”
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Babar Ali
Babar Ali@babarali_786·
@StockSavvyShay The AI race is no longer just about GPUs - it's becoming a power infrastructure story. As racks move toward megawatt scale, every 800V component becomes a critical bottleneck
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Shay Boloor
Shay Boloor@StockSavvyShay·
$NVDA Vera Rubin & $GOOGL next-gen AI data centers are pulling 800V DC adoption ahead of schedule with shipments expected in Q3 2026. The shift to 800V becomes a forced upgrade as AI racks move toward megawatt-scale power increasing power-semiconductor content in every rack.
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Bull Theory
Bull Theory@BullTheoryio·
BREAKING: NIKKEI just crossed 69,500 for the first time in history. Over ¥77,220,000,000,000 ($465 BILLION) added to Japan's stock market as NIKKEI surged +5.4% in just last 2 hours. Japan's Nikkei is hitting all-time highs despite expectations that the Bank of Japan will raise rates to 1% tomorrow.
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Babar Ali
Babar Ali@babarali_786·
@BullTheoryio Markets don't wait for rate decisions - they price them in. If the Nikkei is making new highs ahead of a hike, investors may be seeing stronger growth than tighter policy
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Babar Ali
Babar Ali@babarali_786·
@AshCrypto $206B back into crypto in just 10 days. The dip buyers are getting rewarded, and momentum is clearly shifting back to the bulls
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Ash Crypto
Ash Crypto@AshCrypto·
Bitcoin and ETH just posted their highest daily close in 12 days after the recent sell-off. $BTC is back above $65k, up 11% from the recent low of $59k. $ETH is back above $1,700, up 15% from the low of $1,500. +$206 billion has been added to the crypto market in the last 10 days.
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Babar Ali
Babar Ali@babarali_786·
@wallstengine Love him or hate him, it's hard to find another entrepreneur who has built multiple companies at this scale across so many industries
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Bull Theory
Bull Theory@BullTheoryio·
The SpaceX IPO is becoming one of the biggest FOMO events Wall Street has ever seen. SpaceX already allocated 30% of shares to retail investors, three times the industry norm. Most IPOs give retail almost nothing. SpaceX gave them triple the standard allocation. It still was not enough. The deal is 4 times oversubscribed with demand exceeding $300 billion against a $75 billion raise. That means for every $4 of orders, only $1 worth of shares actually gets allocated. Most retail investors will get a fraction of what they asked for or nothing at all. And yet instead of walking away, they are finding ways to put in even more money to maximize whatever small allocation they might receive. A 33 year old PR manager in New York saved $6,500, asked her best friend for a $5,000 loan, then applied for a bank loan. Both said no. She is still buying everything she has. A 48 year old marketing executive in Indianapolis has already poured tens of thousands into a fund holding SpaceX shares before the IPO even opens. He is putting in more on Friday. His reason: "I'm willing to overpay just to say I'm part of the thing." A 26 year old in Austin has set aside $25,000 and is not even concerned whether his order gets filled at the IPO price. A real estate professional in Orlando who can watch SpaceX rockets launch from his backyard is investing tens of thousands for himself and his two teenage sons. "It's a generational business," he said. The SpaceX IPO is turning into a global Elon Musk FOMO event.
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Babar Ali
Babar Ali@babarali_786·
@BullTheoryio When people start taking loans just to get an IPO allocation, the story is no longer about valuation. It's about FOMO. History says that rarely ends well
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