Raj ▲

207 posts

Raj ▲

Raj ▲

@hero688

Investing & Cars fuel my Life 💎

Katılım Eylül 2010
81 Takip Edilen44 Takipçiler
Raj ▲
Raj ▲@hero688·
@pepemoonboy At the end of day, im sure they hold significant amount of stock too so its win win either way
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Pepe Invests
Pepe Invests@pepemoonboy·
$META is already tracking employee activity, keystrokes, output, everything. The direction is obvious. Automate as many knowledge worker roles as possible. I don’t agree with it. But it will likely drive profits. As a shareholder, that’s positive. As someone thinking about the impact on jobs, it’s negative. Only a matter of time before majority of companies follow suit.
Kalshi@Kalshi

JUST IN: Meta reportedly adding tracking software on employee computers to train AI

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Raj ▲
Raj ▲@hero688·
@pepemoonboy $SABR if they finally hit their turn around = 5 Billion minimum just on Enterprise Value
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Pepe Invests
Pepe Invests@pepemoonboy·
Markets are euphoric and everything seems to be going up. What are some gems you have your eyes on currently? I'm not talking about the stocks everyone is posting about. I want to hear about the stock retail HASN'T discovered yet. Shill me your best alpha! I'll compile all the stocks mentioned and will stack rank them for you all based on financials and fundamentals.
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amit
amit@amitisinvesting·
TRUMP: - CHINA WANTS ME TO PERMANENTLY OPEN THE STRAIT - XI WILL GIVE ME A BIG FAT HUG SOON Trump is set to meet Xi on May 15th in China.
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Serenity
Serenity@aleabitoreddit·
Modest +1,124.09% return over the past year. Anon, only a few years left to escape the permanent underclass due to AI? OpenAI raising $122B is enough to fuel the rally for another 2 years. And new supercycles from photonics < $SIVE to $AAOI >, testing with $AEHR, $NBIS DCs, and advanced packing from $AMKR to $POET. Is just getting started.
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Serenity
Serenity@aleabitoreddit·
I still can't believe I’m probably the #1 most subscribed to finance account on X now? 8,000+ subscribers is an insane number. Thank you for validating my ideas. What a crazy timeline! Going from getting temp-banned on $RDDT after Mods kept censoring my $RKLB Pokemon TA posts at $20... To now having institutions copytrading my thoughts on photonics bottlenecks.
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amit
amit@amitisinvesting·
IRAN SAYS THEY HAVEN’T HAD A SINGLE NEGOTIATION WITH THE US IN 31 DAYS 💀 markets…don’t like that Iranian Foreign Ministry: - We have not conducted any negotiations with the United States during the 31 days of the war. - What happened is a request for negotiations accompanied by American proposals that reached us through some intermediaries, including Pakistan - Our position is clear, and it is that we are dedicating all our efforts to defending our sovereignty amid the continuation of American aggression.
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Raj ▲
Raj ▲@hero688·
@aleabitoreddit 100%, just sad that the anti war govt chose war for legacy over the will of the people. Could of been great year for the economy. Let's hope we all still get our 🌮's. Hope that doubles to 1000% 💯💯
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Serenity
Serenity@aleabitoreddit·
@hero688 People are forgetting that this is despite indexes crashing already. If they were green, these names would be a lot higher.
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Serenity
Serenity@aleabitoreddit·
My portfolio has drawdowns from Macro as well. YTD is now 527%. After the index crashed -7%. - $AAOI “crashed” from $30 -> $100 -> $96… - $LITE “crashed” from $330-> $800 -> $702… - $AXTI “crashed” from $15 -> $70 -> $60… I’m not underestimating the War in Iran. This has serious consequences to liquidity/energy, so I’ve winded down margin. But if a company is going from $134m quarterly revenue to projected $1.54B a quarter from Made in America optical transceiver ramps... or if the tiny $3.6B company owns the materials supply chain for the hyperscaler photonics buildout... or a tiny laser supplier at $290m in $SIVE feeds to $MRVL CPO programs or Jabil transcivers... or a optical giant like $LITE is sold out of EML capacity until 2028... or a small European company in $SOI provides all the substrates required for silicon photonics / CPO. or a small European company in $IQE has latent reactor capacity multiple times what their valued at… or a memory company like SK Hynix is projected to make more than what their current market cap is in 3 years… There’s going to be tons of volatility on the way up, as markets realize their importance to supply chains But if you can’t bypass them to scale AI. Or they’re designed into the supply chains of $AMZN or $MSFT. Maybe they tend to outperform the market?
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Raj ▲
Raj ▲@hero688·
@SenSanders @RepAOC So companies shouldn't let go of relatively easy jobs that should genuinely be replaced? So that those people can move to more in demand jobs such as healthcare, trades, and other important sectors that require more human support.
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Raj ▲
Raj ▲@hero688·
@StockMKTNewz So companies shouldn't let go of relatively easy jobs that should genuinely be replaced? So that those people can move to more in demand jobs such as healthcare, trades, and other important sectors that require more human support. Smh
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Serenity
Serenity@aleabitoreddit·
Should I open Pandora's box with my next post?
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Raj ▲
Raj ▲@hero688·
@Sandeman52 Do you have a certain price target you'd like to see this year? Or I guess what is your long term view of of its value realiistically if all goes as planned?
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Raj ▲
Raj ▲@hero688·
@Sabre_Corp A new Sabre, maybe if enough noise is made the US govt can make strategic investment given the importance of an American company that may need to avoid a Canadian takeover? Food for thought 🍎
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Sabre
Sabre@Sabre_Corp·
The new Sabre. Open platform. AI-native. Built for the ambitious who refuse to be locked in. Let’s get going. ➡️ bit.ly/4bkduBu
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Evan
Evan@StockMKTNewz·
(Rumor) IRAN'S 🇮🇷 REVOLUTIONARY GUARDS COMMANDER SAYS STRAIT OF HORMUZ IS CLOSED, IRAN TO SET ON FIRE ANY SHIP TRYING TO PASS - Iranian Media
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Raj ▲
Raj ▲@hero688·
@wliang Keep an eye on $SABR with your system, big executive shakeup. Up huge from the recent lows
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Wayne Liang
Wayne Liang@wliang·
Anduril sitting at $80B valuation. $ONDS trading at $4B market cap. One is perfect for IPO exit liquidity, The other is severely undervalued.
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stock goat
stock goat@kylewhitegoat·
$SOFI 🚨BREAKING NEWS🚨 SOFI has finally failed to meet S&P500 market cap requirements of 22.7 Billion 🔴 Better luck next time ❌
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Raj ▲
Raj ▲@hero688·
@Sandeman52 Same thing happened with Affirm and Klarna. Klarna IPO has ruined Affirms success and is now stuck in box
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SandemanStocks
SandemanStocks@Sandeman52·
Repeat after me: $NBIS is not $CRWV $NBIS is not $CRWV $NBIS is not $CRWV $NBIS is not $CRWV $NBIS is not $CRWV $NBIS is not $CRWV $NBIS is not $CRWV $NBIS is not $CRWV $NBIS is not $CRWV $NBIS is not $CRWV $NBIS is not $CRWV $NBIS is not $CRWV $NBIS is not $CRWV $NBIS is not $CRWV $NBIS is not $CRWV $NBIS is not $CRWV $NBIS is not $CRWV $NBIS is not $CRWV $NBIS is not $CRWV $NBIS is not $CRWV $NBIS is not $CRWV
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Palmer Luckey
Palmer Luckey@PalmerLuckey·
Anduril no longer needs to raise another round of funding. I will pay for Arsenal 2 by reselling the the RAM that came in my @FrameworkPuter Desktop a few months ago. Sorry, venture capitalists.
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Sabre
Sabre@Sabre_Corp·
“Most of the [AI] travel sites you see today are really just a veneer. We think we can bring the ability to handle the full trip...so you can shop, you can book, you can change, you can fix.” - Brad Johnson, Product Exec, Sabre. Read the @skift Article: bit.ly/3Yt9tDS
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