Contrarian

$NVDA Jensen said this 3 weeks ago… Just buy it. $CRWV

@Chartradamus @babyfolio $SEI Solaris is providing power for his data centers via portable nat gas turbines. Great looking chart. x.com/semianalysis_/…

@baggedtrader @babyfolio Sick. Thanks for the insight.

One of these periods where FinX is super bearish. I think it's time to buy. I will give a list of great companies that aren't just $NBIS this time. $CRDO $APP $META $HOOD I don't have position in any of them, but they have great potential & financial profiles.

@Mr_Derivatives You know it’s ugly when I come looking for the @Mr_Derivatives Futes tweet specifically

Futes:

@Vinnakin @CKCapitalxx $189 is the highest close. $213 intraday

@CKCapitalxx I see a ath of 189. Am I looking at the wrong ticker?

The numbers for $CRDO are truly insane yet this stock is down heavily from aths. $CRDO revenue for the last 6 quarters: Q2 FY2025: $72M Q3 FY2025: $135M Q4 FY2025: $170M Q1 FY2026: $223M Q2 FY2026: $268M Q3 FY2026: $407M $72 million to $407 million in 6 quarters. Every single quarter was a beat. Every single quarter set a new record. EPS last quarter was $1.07 vs $0.89 expected. Q4 FY2026 guidance: $425-435M. FY2027 guidance: 50%+ growth on top of all of this. 68.6% gross margins. 49.6% operating margins. The stock is down 55% from its all time high of $213.

@Nietschecapital @jmess78 Market is looking 2 years down the road and sees price decreases and margin compression. You may get a bounce short term but are you going to sell?? Probably not. Just buy more RDDT and chill

@jmess78 @baggedtrader profit taking plus terrible macro with the war and oil prices rising and then multiple fake short reports right when stock was at 50 DMA. none of this has anything to do with fundamentals

I wonder how many people are selling $mu just because PE is cheap and claiming end of cycle only because earnings are growing super fast

@Nietschecapital Get the hell off margin dude

30% $app 30% $rddt 30% $mu 30% $sndk 20% margin and keep adding. I don't see how this doesn't perform over 100% over next 12-18 months

@lifeofthebob A great spot to buy I would too

@baggedtrader $30 is when I would look to start a new position again

How come nobody talks about how much $HOOD they are buying anymore? It was a “great buy” at $120 and now you got a 50% discount yet nobody talks about their buys anymore. Weird how that works huh 🤔

@lifeofthebob HOOD is expected to do ≈$2.80-3 of EPS next year. In a bear market the forward multiple could get down to 10x or lower which gives you a $30 stock at best

@baggedtrader That’s true but in a raging bear market wouldn’t nothing work?

@lifeofthebob Yes, but HOOD being such a direct proxy to the market it gets hurt the worst

@lifeofthebob Metrics start deteriorating and their multiple gets destroyed.

@baggedtrader Why is that?

@lifeofthebob None of em realized $HOOD can literally ONLY work in a raging bull market

@baggedtrader So many people kept saying it’s going higher all over X it was wild

@Kyle2Stonks @salmaogs Until CAPEX stop…it’s not unfortunately

@salmaogs Kind of feel like buying AMZN sub 180 is like buying META at 90.

What stocks would you be looking to buy the dip on and add to your long term portfolio?

@salmaogs $CRDO $ALAB

@ColesTrades Thursdays have consistently been the biggest dips too fyi

Bottom is near but I think we’re going lower. If you think now’s a good time to buy, wait another week Better opportunities are coming…

@_LEAPOptionsCP_ You think a BANK is going to trade at 50x??

$SoFi — Once this downtrend breaks, I believe we’re looking at a +200% run. Bookmark this.

@GarciaCap Market questioning terminal value of legacy business.

If you’re not buying $MSFT while it’s trading below the 200-week moving average, what are you waiting for? I’ll be buying the 2x ETF $MSFU Monday morning

@stocksandreales Why the hell would anyone invest in brokerages??

ROBINHOOD IS WORTH OVER $60B AND WEBULL IS ONLY WORTH $2B WHILE HAVING ALMOST THE SAME AMOUNT OF USERS? INCREDIBLY UNDERVALUED. I’M EASILY MAKING OVER $1,000,000 ON THIS TRADE

@OptionsFlowBoss Can you pull the action on RDDT $105 puts for 9/18/26?

$DAVE Holding steady after the recent sell off