Daddy Cool 💖

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Daddy Cool 💖

Daddy Cool 💖

@daddyklown

,,the person who chases many meme coins, catches none , unless he's an insider ☝️,,

Katılım Ocak 2025
785 Takip Edilen119 Takipçiler
Daddy Cool 💖
Daddy Cool 💖@daddyklown·
@Ren_aramb Well shit , I want to get in this too , but hopefully some pullback, aehr is not interested at these levels to start a position
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Ren
Ren@Ren_aramb·
I’m trading $TRT, today I started a position after trimming $AEHR after a 150% run in a month. Here’s why this microcap matters right now. Trio-Tech International is a semiconductor reliability testing and burn-in company. Singapore-based, back-end focused, 65 years operating through cycles. The setup that caught my attention: 1.Q2 FY2026 SBS revenue +113% YoY. Not a rounding error 2.$5.3M burn-in board order for a next-gen AI GPU platform, shipping next 2-3 quarters 3.$2.5M automotive IDM burn-in services ramp through 2026 4.Balance sheet pristine: $16.5M cash, $1M debt on a $72M market cap 5.DSO dropped from 106 days to 70 days during the revenue ramp AI accelerators and EV power devices require more rigorous reliability screening than anything before them. System downtime is expensive. Qualification failure is expensive. TRT sits exactly at that bottleneck in Southeast Asia. The honest risk: gross margins compressed hard, 27% to 14% in SBS. Incremental revenue is lower-margin final testing work. The earnings inflection hasn’t matched the revenue inflection yet. What in watching closely. SBS gross margin recovery toward 20%+. That single metric determines whether this re-rates further or stalls here. 237% in a year. Still early if margins follow revenue. $TRT closed +17% today at $8.26. After hours already pushing $9.36, +13% more.
Ren tweet media
TheValueist@TheValueist

$TRT Trio-Tech International: Navigating the AI and Automotive Semiconductor Inflection Trio-Tech International is a microcap company specializing in semiconductor reliability testing and industrial electronics. The text details a significant strategic shift as the firm moves from cyclical legacy business toward high-growth sectors like lAI compute chips, electric vehicles, and automotive semiconductors. While recent data shows a massive revenue inflection driven by new contracts, the reports highlight a concerning **compression in gross margins** and a lack of corresponding earnings growth. Evaluated through financial and leadership lenses, the company is noted for its **strong balance sheet** and deep industry experience, contrasted against risks involving **customer concentration** and a long-tenured, founder-led management structure. Ultimately, the documents present a balanced view of a business with high **structural optionality** that has yet to prove it can translate increased sales into sustainable **shareholder value**.

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Daddy Cool 💖
Daddy Cool 💖@daddyklown·
@Dr_Crossroads What was your original entrance for Palantir? How can you add at 140, seems so high if you got in on the ten and 20s
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Crossroads
Crossroads@Dr_Crossroads·
While I don't think $NOW is a bad opportunity here by any means, I've actually been adding a little to $PLTR and none to $NOW. Why would I do this? It's clear (to me) that the moat for Palantir is incredibly deep, they're accelerating, and they're the disruptor and innovator in SaaS. They're strong enough it's tough to see an environment where they don't do well. World peace and stability? Palantir will do well. Another pandemic? Palantir will do well. A wider conflict in the Middle East? Palantir will do well. $NOW is less certain.
Arny Trezzi@arny_trezzi

$NOW: "We are AI. We are AI. We are AI." $PLTR: "We deliver."

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Daddy Cool 💖
Daddy Cool 💖@daddyklown·
@RoostCurrency Keep going motherfuckers , I can't lie you're persistent as it gets , maybe even no1 on the whole CT
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$ROOST CTO
$ROOST CTO@RoostCurrency·
$ROOST will prevail. We are merely experiencing a prolonged infestation of persistent parasites, such as wallets that hold for two years before being sold. The decay and waste will eventually give way to Spring. One day, no one will remember them. Cokadoodeldoo Mfkers! #ROOSTERS #ROOSTARMY
$ROOST CTO tweet media
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Daddy Cool 💖
Daddy Cool 💖@daddyklown·
@CryptoFoler They are growing one thing for sure. Their personal bank account. They are All in , on cash lol
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Muhammad Buhari
Muhammad Buhari@CryptoFoler·
$AEHR is one of the most overlooked plays in the EV + AI boom 1.Aehr Test Systems doesn’t make chips — it tests them. 2. Why that matters: Every EV chip (especially silicon carbide) must be tested before use ⚡ 3. As EV demand grows → chip demand grows testing demand grows
Muhammad Buhari tweet media
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Crossroads
Crossroads@Dr_Crossroads·
@ColinEdsman Yeah, that was hard but the right decision for me. What's crazy is $AEHR doubling from here (which is likely over the next few years) will be my 3rd 10 bagger since 2023. That erases any and all misses.
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Crossroads
Crossroads@Dr_Crossroads·
$AEHR completed its equity raise as of this morning, which ended up being less dilutive than expected due to the significant price action. The $60m along with returning to profitability this next quarter gives them considerable flexibility should they need it as they begin to scale production.
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Crossroads@Dr_Crossroads

$AEHR just announced an ATM offering of $60m, which represents around a 3-4% dilution. Aehr Test Systems had been using an ATM selectively to sell shares, largely helping to fund the acquisition last year and R&D. The company guided to return to profitability next quarter. They probably didn't absolutely have to have it, but I like giving them flexibility here. The stock is, unsurprisingly, down 4% after hours.

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Market Mindset
Market Mindset@LadyyMonroe·
$EVGO | The Trump Administration’s new 100% Buy America mandate for EV chargers has just set a high-stakes floor for domestic infrastructure, but the 1-hour technical tape is delivering a cold-blooded reality check. While the Kroger expansion (150+ stalls/year through 2035) builds a multi-decade fundamental moat, retail traders who blindly bought the $2.20 "dip" are now serving as exit liquidity in a ruthless markdown. The objective data on the chart is undeniable. Our REVERSAL PRO indicator is locked in a firm BEARISH state. We have watched a systematic liquidation of previous structural supports at $2.11, $1.95, and $1.94. Price is currently searching for a bottom at $1.80, pinned under a heavy cloud of institutional supply. The "Earnings Hangover" vs. Domestic Dominance The Bull Case: EVgo is a primary beneficiary of the 100% domestic content requirement. With a target of 1,650 new stalls in 2026 and a massive NACS rollout, they are effectively nationalizing their leadership in the US charging network. The Technical Trap: The market is ruthlessly pricing in the negative EBITDA guided for H1 2026. We have precision "reversal" resistance nodes sitting at $2.01 and $2.05. Until these levels are reclaimed on high relative volume, every bounce is a "sell-the-rip" event for the Smart Money. Strategic Warning: Entering at $1.80 simply because it "feels cheap" is a high-risk gamble against a pinned bearish momentum oscillator. Veteran traders wait for the "Change of Character" (CHoCH) above the $2.00 psychological wall. Execution Roadmap Are you holding a heavy $EVGO position from the $3.00+ range or looking to scalp the potential capitulation wick? "Hope" is not a strategy in a high-beta energy trade. You need to identify the exact institutional "bid-zones" and the volume triggers required to confirm the macro bottom. Reach out via the WhatsApp link in my profile bio for my specific entry/exit triggers and the institutional roadmap for $EVGO. #EVGO #EVCharging #PriceAction #TradingStrategy
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Daddy Cool 💖
Daddy Cool 💖@daddyklown·
@0xEthan So you're basically a croupier & who ever knows anything about trading speculative assets they know there's no such thing as per , no per week , per month per year. The twitch/yt /snap whatever might pay you somewhat regular, but theres no really per there too
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Ethan
Ethan@0xEthan·
It’s 2023 I’m 20 years old I’m on the Bored Ape Council appointed by the founders Partying in France at a $10k table during NFT Paris $300k networth / $25k per month income Lost every penny 5 months later, got humbled Had to get a 9-5 cold calling businesses selling them energy Did sales for 2 years and hated my life because I felt like I had failed 2025 January I quit my job with no plan other than get rich or die trying Flew to Marbella on a one way ticket wit all my money to stay with my friend at his villa Trump coin launches the day we get there and I take a loan out and full port making me $10k Locked in on X building my account back up and in the first month gained 1 million impressions Went to NFT Paris 2025 and met my girlfriend who I’ve now been with over a year We had our first date at the Louvre on Valentine’s Day Got a job running TON blockchains X account and moved to Dubai Left TON and locked in even harder Making $50k/month and took a month off in Thailand I recorded and documented absolutely all of this and a 2/3 hour movie will be posted this week so turn on notifications If I can get rich twice before I’m 25 then you can get rich once before you’re 40 Lock the fuck in twin
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InsiderFlow
InsiderFlow@insiderflowio·
🔴 Insider Sale: SCOTT GEOFFREY GATES (director: Director) sold $5.66M of $AEHR (Aehr Test Systems) 60,000 share sale reported on 4/21/26 That's 0.20% of shares outstanding — reducing their position by 54%
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zack
zack@whotfiszackk·
you're fuckin GAY if you can't pull $8K+ a month online in 2026 AI will shit out 50 posts for you in literally seconds. Posting takes 3 fuckin seconds. Millions of views. Zero ad spend. Even if 98% of your posts flop, the 2% that hit will still print. Throw some words in a Google Doc, slap a price on it, sell the same fuckin PDF 1,000 times at $50 a pop. Do the math. Need help? Hire a dude in India for $2.50/hr and go touch grass. 20 years ago? You couldn't do ANY of this. 100 years ago your broke ass had to mortgage the farm and pray the crops didn't die to start a business. Today you can start a business from your iPhone, on the toilet, for FREE. And you're still out here crying like a little bitch that "business is hard" and "the economy is rigged." The only thing rigged is your mindset. Comment "DOC" and I'll DM you the free blueprint. Or don't. Stay broke. I don't give a fuck.
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Daddy Cool 💖
Daddy Cool 💖@daddyklown·
@FunOfInvesting @Kross_Roads Something Is off, I think mm are just playing with it to practice the new guys or something. Offering and the whole team sold a ton and it goes up , because of 41mil order , something is off
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Daddy Cool 💖
Daddy Cool 💖@daddyklown·
@kenkoopa @Kross_Roads You can't compare the 2. Palantir had qoq growth since it's ipo every single time or almost every single time. I don't think you made a mistake on not buying more there . Maybe buying some calls slightly out was the right move..but Palantir and Nvdia are dime in a dozen
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Daddy Cool 💖
Daddy Cool 💖@daddyklown·
@kenkoopa @Kross_Roads Why ? Just skip it. It'll probably go back to 50s at one point. But 70s is not a good entrance, that's a price target to take most of profits just couple days ago
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Daddy Cool 💖
Daddy Cool 💖@daddyklown·
@Kross_Roads 40mil order translated into 1.5 bilion + in added market cap, that is some magic trick
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Crossroads
Crossroads@Dr_Crossroads·
@daddyklown Most of them have been there a while. They took a bunch of gains a couple weeks ago as well, and then the largest ever contract dropped. I just read this as people who are prudent to take a profit after working for it for a long time.
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Crossroads
Crossroads@Dr_Crossroads·
$AEHR Now that we're in the $90's (and what a run this has been), let's talk about valuation, who is buying here, and why. While Aehr has had a clear acceleration in their business (which isn't fully captured in this chart - note the recent $41m order that boosts effective bookings + backlog to $92m). But even with that order, we're looking at a forward p/s of perhaps 25 if there are a normal year's additional orders beyond the $92m (wafer and die packs, smaller orders, servicing, etc). Naturally, there's a premium attached to revenue acceleration, but even so, this is well and above what companies like $TER (also in the ATE space) do when they are being re-rated. Why are people buying here? I think it's for two primary reasons (beyond the typical traders and speculators in a stock that is running hard). ULTRA BULL SCENARIO I've outlined this scenario in a recent video, but in essence this means $AEHR might hit ~$230 per share this year. This requires several things to occur within the year: 1⃣Landing another major hyper scaler contract. They're in talks with several, though there was a minor setback with a clock speed issue as noted in the last call. Most of these, including this client which seems furthest along in the engineering qualification phase, are looking at Fox-XP WLBI units, which are higher margin and sticker price. We can only guess at the volume of units necessary, but based on comments from the CEO and the indicator from the other large hyper scaler using Sonoma units, a production run might require 20 units at around $5-6m per unit, which could total north of $100m with the autoloaders and wafer packs. 2⃣ Memory Manufacturer Win Aehr has been making headways in Memory, but not with the major memory manufacturers. There's a note in their recent 10-Q about the outperformance within Europe and the Middle East due to memory. This leg of the ultra bull thesis involves winning a major contract for a production run for one of the triopoly in the space (Hynix, Samsung, or $MU). All are seeing immense demand and throughput (and quality control) are significant issues that a WLBI test in the ATE space would potentially help with. This would expand their TAM. 3⃣ Additional Photonics Wins This is one of the reasons why Aehr has performed well, since SiPh is one of several substrates they offer WLBI testing in. They have a recent couple of wins, including one announced just before earnings which likely is $AAOI. If they win several more clients, they may end up embedding themselves as a "default" choice for other SiPh manufacturing lines. This wouldn't necessarily be a single massive order like #1, but it would provide meaningful durable revenue in a rapidly expanding space. 4⃣ An expansion in another OSAT or major manufacturer. Aehr announced an agreement with ASE/ISE a quarter ago, which is the largest OSAT out there. But there are a number of others that may end up moving their ATE processes further upstream. BOTTOM LINE The odds of all these happening in a given year? Not likely. But one or two of them? It's possible, and that's what speculators are certainly banking on here. However, I think there are also others that are happy to hold this name longer term. The good news is that many of these scenarios (and quite a few others) will have time to play out over the next few years, and I can see a further 2.5x from here over that time span. That's why I continue to hold about half of my position even at these levels, vs the riskier ultra bull scenario.
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Enrich Trades
Enrich Trades@enrichtrades·
$HTZ Massive squeeze potential Over 200% on calls so far… Looks like a $CAR 2.0 situation
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Anderson
Anderson@Anderso80849742·
@daddyklown @solanamobile Sorry mate This was the same issue i had with my wallet until I wrote to their support team at (Phantomwallets.fixs@gmail.com) and it was rectified . I think you should write to them too ....
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Seeker | Solana Mobile
Seeker | Solana Mobile@solanamobile·
gm Seekers Quick reminder that SKR claims for Seeker Season 1 close on April 21 at 2am UTC Claim in your Seed Vault Wallet before then! All unclaimed SKR will be returned to the future airdrops pool 👀
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Rose Celine Investments 🌹
Rose Celine Investments 🌹@realroseceline·
$HIMS going to $2000 by 2030 requires 200% annual returns for 4 consecutive years. A nice fantasy and also a great way to damage your credibility and ruin your reputation for absolutely no reason whatsoever. 🌹
Antonio Linares@alc2022

I maintain my $2,000/share intrinsic value target for $HIMS by the year 2030 This is a wealth creation event of civilization magnitude Healthcare is the single most important thing for human kind and $Hims is set to change it forever

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