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Dave C
10.6K posts
Dave C
@dc10023
Investor in real and financial assets . RE very overpriced. I am bullish on stocks near term and particularly AI and mega cap tech stocks.
Miami, FL Katılım Mayıs 2010
219 Takip Edilen700 Takipçiler
@AndrewYang Eventually. Just like many wildly successful startups leaned in to grow before they tried to monetize and turn a profit, as a nation, we would benefit from delaying monetizing AI via tax until it grows much bigger.
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I’m pretty sure we should tax AI. blog.andrewyang.com/p/tax-the-bots
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@StockMKTNewz Look at MU stock price holistically over the past 2 weeks. 5% drop is simply buy the rumors/high expectations and sell the news. But $MU is still much higher than $357.67 it touched on March 9th.
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Micron $MU stock is down by almost 5% in after hours following its earnings
There is literally nothing they could have said today that would have made the stock go up … insane numbers and guidance
🔴🔴🔴🔴🔴
WOLF@WOLF_Financial
MICRON TECHNOLOGY $MU JUST REPORTED Q2 EARNINGS Topline Performance • Revenue: $23.86B vs $19.94B est 🟢 Profitability • EPS: $12.07 • Adjusted EPS: $12.20 vs $9.21 est 🟢 • Net Income: $13.79B • Adjusted Net Income: $14.02B Outlook • Q3 Revenue: $33.50B vs $23.80B est 🟢 • Q3 EPS: $18.90 • Q3 Adjusted EPS: $19.15 vs $11.70 est 🟢 • Q3 Gross Margin: 81%
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@amitisinvesting I see large open interest at 430 and 420. I'll wait for a bit before getting back in.
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so…
who’s buying the $MU dip?
best quarter in terms of the magnitude of beats since those early 2023 $NVDA quarters…
stock was $250 in December…maybe it just needs to consolidate even with the explosive numbers?
or is the cyclicality narrative just that strong?
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Quick read on the GLP-1 triangle:
$HIMS: still grinding $23–25, +47% from lows, shorts still ~85M shares.
No covering yet. Farallon buying the dip tells you smart money is accumulating, not exiting. This is the boring phase before the move..
$NVO: near lows, down ~74% from peak.
Structural issues + guidance cuts still weighing, even with buybacks.
$LLY: Feels like macro + TAM reset, not broken fundamentals. Still guiding strong growth.
$HIMS is the only one where positioning + narrative are improving at the same time.
And with ~40% of float short… we’re still one catalyst away from this getting very interesting.
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@WOLF_Financial This works for hedge funds who has a large team that watches closely 24/7...
It doesn't work for people like my dad who never watches his investments. Diversification is crucial to mitigate financial ruin if one of his assets is a disaster.
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@StockSavvyShay First, $MU earnings results was great!
However, the last 2 weeks it went from $357.67 to $471.34; +32% in 2 weeks! I got out too early (~$450) but didn't believe this run up into earnings was going to hold.
I'll look to get back in the coming week(s).
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@StockSavvyShay @Polymarket Retail and Wall st are both dovish... 12% 3 cuts!
I'm in the zero cuts camp.
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Polymarket now shows a 26% chance of no rate cuts in 2026 after this morning’s hot PPI.
Shay Boloor@StockSavvyShay
MACRO DATA JUST DROPPED • PPI 3.4% YoY vs. Est. 3.0% • PPI 0.7% MoM vs. Est. 0.3% • PPI Core 3.9% YoY vs. Est. 3.7% • PPI Core 0.5% MoM vs. Est. 0.2%
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@Mr_Derivatives I'm flat my MU. I'm happy to take money off the table on this recent rally going into earnings tonight. I like it longer term but see risks balanced to slightly more on the downside above $450.
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@StockSavvyShay $NVDA China H200 story is giving me whiplash. On again, Off again going no where dog chasing its tail... I will be constructive once I see the $ hit the books.
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$NVDA H200 orders from China have resumed prompting a restart in manufacturing.
Signals renewed demand despite prior restrictions.
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When are they going to ban AI replies here on X?
Totally worthless for everyone and hurts the user experience.
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@BrianSozzi Isn’t 2025 already past? Please help me understand why comparing his forward statement of $1tr for the next 2 years with consensus that included actuals for last year?
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Why Nvidia's stock isn't doing much after the speech by Jensen...
Nvidia previously cited ~$500 billion of high confidence demand and purchase orders for Blackwell and Rubin chips through 2026, and now said it sees in excess of $1 trillion through 2027. For context, this compares to consensus data center revenue estimates for 2025-2027 of ~$989 billion.
Despite the buzzy $1 trillion headline, some of this was expected, and the revenue growth rate from 2026 into 2027 for Nvidia could flatten out.
Investors don't want flat anything for Nvidia.
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@elonmusk @CuriousPejjy I thought Sam Altman made a similar pledge about not enriching himself from OpenAI. Did I misunderstand?
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@munster_gene I agree. He is being conservative but is very clear that growth isn’t going to die anytime soon like all the naysayers are claiming.
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Jensen reminds investors of the big picture: Over the past five years, they have moved from a chip company to an AI factory company. He says there is a lot of compute that is squandered today. Says systems are getting more complex, and Nvidia is the platform to build the most cost-effective infrastructure because they bring together CUDA, compute, and networking.
My take: Factoring in Jensen's demand comments for CY27, the Street will likely increase revenue growth estimates from 30% to 39%.
For CY28, the Street is at 16% growth. I don’t expect analysts will change that number after today. I believe CY28 will finish measurably higher than that current 16% estimate. $NVDA
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@munster_gene @DivesTech Did he say/imply in 2027 or thru 2027 (presumably 2027 would be more than 2026; ie more than $500B).
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Big update on demand: Stock goes from up 2% to up 3%. Raised CY27 revenue to be about 7% higher than the Street.
Specifics: Jensen now says through end of CY27 there is $1 trillion in demand for Rubin.
Three weeks ago, he was saying CY26 was going to be better than $500B.
My take: This implies CY27 revenue of better than $500B. The Street is currently at $468B, so he effectively raised next year’s outlook 7% higher than the Street. $NVDA
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@jonnajarian Imagine wealthy having to pay 40% federal estate tax on top of that. How many wealthy will stay in NY with such a high Fed+NY tax rate?
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Imagine working most of your life & you've accumulated $3M in real estate, stocks & such. Now 50% of that (above $750K) will go to Mandani to waste as he sees fit. That sound you hear are 25,000 U-Hauls starting up!
Eric Daugherty@EricLDaugh
🚨 JUST IN: NYC voters are PANICKING after learning Ugandan Mayor Mamdani scammed them again — he wants to raise the estate tax to 50% at $750,000, NOT $7 million Some DEMOCRATS are now sounding the alarm this is bad for “everybody” COMMUNIST SCAMMER!
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@FIREDUpWealth Yes. But it may be 1-2 quarters from now. At some point consistent incredible earnings will drive out doubter.
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Do you think Nvidia $NVDA stock will hit $250 this year?
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$HIMS was down 5% this morning following a short attack and now it’s flat.
I’ve seen this sort of behavior before…
Time is running out.
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@PauloMacro Why are you including 2025 (this is water under the bridge). By my math (yours too if you remove 2025), its +20% vs current consensus.
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This NVDA is hysterical
First it's red bar *NVIDIA CEO SEES 2027 AT LEAST ONE TRILLION DOLLARS OF REVENUE
Now it's $1T for 2025-27.
Now look at the revenue line from bloomberg table...
ummm $216bn 2025 + 364b 2026 + $470b 2027 = $1.05T
did Jensen just guide down??
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@munster_gene That was my question, was this fiscal year 2027 or calendar year... Fiscal year 2027 is Late Jan 2026 – Jan 2027 (largely this calendar year). $1tr this calendar year would be crazy as current consensus is $367.71B (yahoo finance).
If its thru calendar year 2027 its 2yrs (+20%)
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The fact that Jensen guided CY27 revenue about 7% ahead of the Street, yet the stock only moved about 1% higher on the news, speaks to investors' willingness to believe. $NVDA
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@StockSavvyShay Custom version for SpaceX! Do I hear SpaceX $5tr (by 2035)?
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$NVDA unveiled a new Space Computing platform designed to power AI workloads in orbit.
The system includes the Space-1 Vera Rubin module delivering up to 25x H100 inference performance and aims to enable orbital data centers.
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