Always Be Compounding

@itsmichaelluu Have to balance long term gain with current relatuve opportunity

4 years ago, $NVDA was at $20 when everyone said its too high now, we missed it. It's up 1000% now at $200+and probably another 100% from here. This is exact same for: • $MU • $INTC • $AMD • $SNDK • $LITE • $BE • $ASTS • $IONQ So don't sell early, you're going to be a millionaire.

@ColesTrades Nope, loaded up at 200 so rebalancing to do

Are you buying $NVDA next week? 237 —> 214

@AdityaInvests90 Loaded up at 86.

$NOW stock has been at the same price for 5 years now while revenues have gone 3x 2021: $NOW at $101 - Revenue: $5.9 Billion 2026: $NOW at $101 - Revenue: $15.7 Billion Tripled revenue Same stock price Are you buying $NOW right now?

@NotA_Bull What time horizon

Considering 3 stocks right now… $NOW, $PLTR, and $CRWD. What’s the bull case?

@ColesTrades Based on what

AFTER A BLOWING QUARTER, THE STOCK IS DOWN 7.5% $NVDA IS A $350 STOCK! I’M BUYING

@CGInvesting10 Viagra

Can someone explain to me why $AMD is up 6% today?

@JimiTrades_ @GrindeOptions Whats wall street got to do with this. Street consensus was below...

@GrindeOptions It’s always funny the Wall Street expectations are always so much higher than the “expected revenue” Clearly Wall Street priced in a bigger beat at earnings

WHO THE HELL IS SELLING $NVDA? 🤔

@GrindeOptions The AI that front run earnings and is front running the next earnings

@100xWill5 @growthrapidly If you math it out, it should lead to less volatikity overalle but bigger overall peaks and troughs around earnings in growth stocks. These things rotate capital in and out of earnings on high growth stocks, progressively earlier and earlier

@growthrapidly Got to be some sort of manipulation, options pressure, market forces due to war/oil or $ rotation into something else for the day. Has to go up shortly, has to. Defies logic to be red after numbers they put up. ⬆️

$NVDA Hard to believe NVDA is red after delivering an excellent Q1: $81.6B rev., and EPS of $1.87. $80B buyback and dividend raised. Yet, the stock is sill red. Has Nvidia become a victim of its own success? What am I missing?🤔

@100xWill5 @growthrapidly AI front runni g algos are core consideration in any analytics framework now. You have to conaider precedent and the network effect it has on ML/AI

@growthrapidly Simple. AI front running algos

@wembumyama @osarood @Mr_Derivatives The word ontology got everyone confused. As I Say DSAM do dome actual reseaech

@osarood @Mr_Derivatives It empowers AI agents. Agents still need a framework to operate (like a job manual). Palantir’s ontology is their framework to operate compliantly, deleting any chance of hallucinations. It’s why they’re compliant enough to work with healthcare records, auditors, and the DOD

$PLTR percolating...

Whats your stock entry system? CY2026 loaded up on $NOW $NVDA $PLTR $META $ORCL $MSFT. Currently Oracle and Service Now driving net P&L growth. $PLTR will bode well rest of year... agree or disagree?

@alojoh You cant tell me the company thats 96% of global space launch capacity and building full reusable heavy lift rocket doesnt have a durable moat. Its not the cost to recreate, but the time and market position. Sure another company could spend 25b to develop one but its the years

Nvidia generated $119 billion in free cash flow over the last 12 months. We estimate Nvidia will generate $210 billion in free cash flow over the next 12 months, and remember, over the last 2.5 years since we started publicly sharing our Nvidia forecasts, we have been the most accurate Nvidia forecasters out there. So what exactly is Nvidia supposed to do with all that cash? M&A, you might say. But with that cash, Nvidia could buy 10 Groqs. And taking key technology providers off the market, for example Lumentum, would simply open all kinds of cans of worms with competition regulators. In other words, there is not even enough realistic M&A Nvidia could do to absorb all that cash. So Nvidia does the sensible thing. It increases the dividend a bit and, just like every other large tech company has done for years, returns the rest through share buybacks. On top of that, Nvidia plays it smart. Instead of getting dragged into lengthy anti competition lawsuits over M&A deals, Nvidia invests in key suppliers, takes board seats, and quietly cements its access to critical technology. Don't follow stupid accounts folks. Peace

@FrugalisteFutee @otigart Saas isnt dead if it delivers data structure and context. Its as simple as that. Generic horizontal saas, yes. Vertical industry specific data models and structures with distribution are fine. Structured context aware saas is literally infrastructure for AI. Its as simple as that

@otigart SaaS is dead narrative. Microsoft is embroiled in it too. Temporary.

$PLTR …added $129.85. I don’t understand this selling but I like buying falling knives

@2147mill Asx: A4N for materials play (semiconductors). Heavy government backing, project completing and production ramp in constrained market in 12 months time so still risk'd (discounted) Biotech: Kura

Ok everyone so I am thinking of making a pie of single stocks companies. No ETF’s. Shill me a stock you’re incredibly bullish on over the next few years and hasn’t already taken off.

@XcellentTrader @growthrapidly It is the AI eliminating software companies

@growthrapidly Even cheaper now. Software is NOT a good investment until the A.I. picture becomes clearer. Some well known software companies will be eliminated by A.I.

$PLTR was at $200 last November. Now it’s $146 AFTER record Q1 revenue of $1.63B; FY guidance of $7.66B; and strong demand. If this is not one of the best discounts on one of the best AI infrastructure companies in the world, I don't know what is.

@em013L 1. Algo trading rotating capital post earnings. The same happens with many tech stocks ie NVIDIA despite exceptional prints 2. Miss on AIP commercial/enterprise revenue feeding anthropic 'eating pltr's lunch' narrative 3. Stock multiple already elevated 4. War back on potentially

$PLTR Palantir restated Q4 2025 RPO ~$200 million lower, and there's not a big jump from Q4 to Q1 2026, like Q3 to Q4 2025. Is that the reason the stock isn't moving up? A pretty poor reason if you ask me...

@marketpathfin @crescatkevin @LawrenceLepard Lol what? Its company free cash flow driven down by capex spend. Not the world or US running out of cash.

@crescatkevin If these "way too big to fail" companies are all running out of cash, does that mean the world will need more cash soon? Like a "Big Print" is coming or something? @LawrenceLepard

Free cash flow race to the bottom.

@mymarvelouslife Look at the materials in structural deficit at the mining / mid stream level

I got 30K ready right now. Someone tell me what’s the next Sandisk 😭