@Sandeman52 I considered buying $MRNA after the Hantavirus chatter as well, but I decided not to. Not in my blood to trade strictly on narrative fear.
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Ghost Whisperer
1.1K posts
Ghost Whisperer
@ichiro1992
I share esoteric, unconventional stock picks with a strong potential to explode. Beating the NASDAQ with a 500 stock portfolio. AI photonics are too saturated.
Toronto, Ontario, Canada Katılım Ağustos 2009
279 Takip Edilen76 Takipçiler
I bought 150 $MRNA $60 July strike calls.
This is to hedge on the chance this new virus starts to gain traction. They actually worked on a vaccine a few years ago.
I’m assuming it’s going to die down and my money is liquidated. This is the first time I’d be happy to have a trade liquidated.
However, I remember Covid….vax stocks went vertical quick. This is my hedge.
Am I worried about Hantavirus? Nope. Not one bit.
This is a moonshot hedge…
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@Sandeman52 A bit pretentious, but you’re not wrong. A lot of ten baggers are narrative pumps. Average joes are willing to pay for the hope of scoring more. In reality, they can just copy trades for free from the public chatter. I post about a bunch of tickers most don’t even think about.
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I know of an account with 300k+ followers that has 30k subscribers paying $40+ per month.
He’s raking in 1.2 mill per month on subs.
His stock picks are literal garbage.
He gives out 100 different stock picks per month.
He will retweet the winners and delete the losers.
It gives the illusion of winning.
I actually win. 26000%+ gains in 12 years is real.
My CAGR in 12 years is better than the best hedge fund manager to ever live.
My CAGR is 3x better than buffet.
These are facts. These are facts you can look up.
My Stocktwits goes back to January 1 2014. I started posting on X 2 years ago.
What do I want from you? Nothing.
I’m here to make retail break out of the rut, in any way I can possibly help.
Why?
Karma. Pay it forward.
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@stocktalkweekly @WolfRyan The closest parallel to this was the run-up during Dotcom. Market never pulled back meaningful enough to give people an entry. So the only play from here is constant rotation. Swing trade and stop hoping for deep discounts.
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@WolfRyan Pullback necessary at some point (as always) but I am making tooooo much money rn to worry about that 😂😂
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$SPY and $QQQ haven't even touched the 9 EMA on the daily chart in over a month...
cc: @stocktalkweekly
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@Evan_ss6 There’s a 2X $DRAM ETF now? Wild. Mind sharing the ticker?
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@bbpla1201 @Speculator_io I owned nine of the tickers on that list, as well as $SIMO.
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@Speculator_io Out of curiosity, how many of these did you catch? And congrats if you did. I caught one big-time move, only problem was it was to the downside, FSLY. Held 18% cushion into earnings then....yeah you know the rest.
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One of the best ways to find the next big winner is to track how stocks react to earnings.
And this earnings season was insane...
Here are some of the biggest 1-day earnings reactions:
$INOD Innodata +85.91%
$BLZE Backblaze +63.58%
$STRL Sterling +52.22%
$DOCN DigitalOcean +40.40%
$FLNC Fluence +39.90%
$FLEX Flex +39.71%
$XMTR Xometry +39.18%
$SILC Silicom +37.75%
$HUT Hut 8 +35.31%
$RKLB Rocket Lab +34.32%
$AAON AAON +31.49%
$DDOG Datadog +31.33%
$HIMX Himax +30.01%
$SITM SiTime +27.91%
$BE Bloom Energy +27.21%
When companies surprises to the upside, the market is repricing the company.
Everyone raises their price targets. Funds that were underweight now need to buy. Short sellers rush to cover. And all of that buying pressure can push the stock much higher in a very short period of time.
Sometimes it is just a one hit wonder and then gives back the entire move a few days later. Because the report was good, but not good enough to change the long-term story.
But in other cases, earnings become the start of something much bigger.
That is usually when the report confirms that growth is accelerating, demand is expanding, and the company is starting to separate itself from competitors. Institutions begin to realize they may be looking at one of the next major leaders.
The stock keeps holding its gains, keeps making new highs, and every small pullback gets bought aggressively.
Those are the names worth paying attention to.
I track all the best earnings moves here:
fullstackinvestor.co/earnings
Lin@Speculator_io
Another huge earnings week is coming up. 𝗠𝗼𝗻𝗱𝗮𝘆 After Hours: $PLTR $FN $BWXT $AEIS $FLY $ADEA $ON 𝗧𝘂𝗲𝘀𝗱𝗮𝘆 Pre-Market: $SHOP $PYPL $ENLT $ETN After Hours: $AMD $ANET $LITE $ALAB $NVTS $NRGV $SU $WOLF 𝗪𝗲𝗱𝗻𝗲𝘀𝗱𝗮𝘆 Pre-Market: $UBER $FLEX $SOLS $NRG $HUT After Hours: $ARM $COHR $UUUU $FSLY $SEZL $AOSL $APP $IONQ $SNAP 𝗧𝗵𝘂𝗿𝘀𝗱𝗮𝘆 Pre-Market: $DAVE $HWM $VST $DDOG $BSKY After Hours: $NET $CRWV $RKLB $IREN $LASR $PDFS $OPEN 𝗙𝗿𝗶𝗱𝗮𝘆 Pre-Market: $WULF $UI Track all the key earnings reports here: fullstackinvestor.co/earnings
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@Speculator_io I own nine tickers out of that list. I’d like to think I’m doing pretty well so far.
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@babyfolio Probably have to be like a certain someone and keep posting about $AXTI’s moonshot aggressively. People only care for +5,000% gains now, after all. Shrug.
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@thekevinqi @thechosenberg It’s not an insurance policy underwriting. It’s just a few credit cards. Most companies just issue them blindly.
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@thechosenberg I guess the bank doesn't check for terminal illness when issuing the loan.
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Her name is Erika,
and she collects ONLY Erika cards 😳💀
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@babyfolio @BrandonWealth I recall watching a video on YouTube a while back where the creator interviewed several multimillionaires, and they believed that $10M USD was roughly the threshold where someone would be comfortably set for life.
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Real question:
What’s the amount invested where you’d truly feel financially free?
Not billionaire rich.
Just secure.
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@babyfolio @haydendevs I bought into $NVDA in April at last year and held most of my shares until now. I think I did okay. But the real money came from all of the infrastructure plays after they hit $5T and went sideways.
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@haydendevs There's always the next opportunity, don't let it bring you down.
I missed $NVDA (was all in at one point in 2017)
I missed $PLTR at $6 because of "valuation"
But I did hit some homeruns and will continue to do so, and so will you, there are always winners ready for the picking
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@itschrisray This might be a good time to rotate into $P, yeah. I was watching it for a while as it kept dropping each month while other storage makers kept climbing. Once people start to rotate, they’ll want to park their cash somewhere. That alone is a reason to be bullish on them for a bit
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A great write-up on $P!
For those with questions about this name, I encourage you to give this a read.
It’s hard for me to see a world where every data center doesn’t turn to this type of tech.
When $P can offer 5x storage at 50-80% less power consumption, how can they say no?
Coffee House Stocks@CoffeeStocksGuy
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@sayinshallah It’s called “Buy a diversified ETF” now. That’s your only refuge now instead of trying to cherry pick stocks. Or just buy $DRAM like everyone else is.
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@anishmoonka So replace your sponge every few weeks and wash the fridge every one in a while. Got it.
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The research behind this is wild. Your kitchen sponge has the same density of bacteria as human stool. German scientists found 54 billion bacterial cells per cubic centimeter inside used sponges in 2017. Yours is sitting right next to your sink.
Sponges are the perfect home for bacteria. They are wet, warm, full of food bits, and never fully dry between washes. Across all 14 sponges, the team found 362 different types of bacteria. The most common species include strains that can make people sick.
In 2011, the public health group NSF International swabbed 30 things in 22 American homes. The dirtiest object in the entire house was the kitchen sponge. It was dirtier than the toilet seat. 75% of the sponges tested positive for the kind of bacteria that includes Salmonella and E. coli.
Microwaving does not clean the sponge. The 2017 study found microwaved sponges had higher amounts of the smelliest, most harmful bacteria. Heat kills the weak strains. The strong ones survive and refill the sponge with no competition for space.
A 2021 Norwegian study compared kitchen sponges to dish brushes. In brushes, Salmonella was wiped out within three days because the bristles dry out between uses. In sponges, bacteria climbed to about a billion cells per sponge. The lead researcher told CNN that one kitchen sponge can hold more bacteria than there are people on Earth.
Three things actually work. Switch to a dish brush, because brushes dry fully between uses while sponges stay wet for hours. Replace your sponge every one to two weeks. Never leave it sitting wet in the sink. Norway and Denmark already do this by default, but most other countries don't.
The detergent is fine. Your sponge is the problem.
Psicóloga Helen Versuti@psihelenversuti
O pessoal com medo do detergente contaminado sendo que a esponja que tá na pia tá desse jeito
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@oguzerkan It was called the SaaSpocalypse. It’s not idiosyncratic. Nothing new here. Buy low and hold for a year or two. Many other SaaS stocks are already recovering well.
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What did $SOFI do to deserve this?
Last quarter numbers:
- Members up 35%
- Revenues up 41%
- Profits up 134%
All-in net charge off rate remained stable around 4.4%.
Make it make sense..
Oguz Erkan@oguzerkan
Are you aware that $SOFI CEO bought $1 million worth of shares at $17.88, on $1 million base salary? Probably nothing..
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@Speculator_io There are so many space stocks now, I don’t even feel like investing in any of them. I’d probably just throw some chips into a space ETF and call it a day.
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The trillion-dollar space race is taking off today:
$RKLB Rocket Lab +25.57%
$FLY Firefly Aerospace +21.08%
$BKSY BlackSky Technology +18.36%
$RDW Redwire Space +16.47%
$LUNR Intuitive Machines +15.97%
$SATL Satellogic +11.18%
$SIDU Sidus Space +11.19%
$VOYG Voyager Space +9.33%
$SPIR Spire Global +9.70%
$PL Planet Labs +8.43%
$FJET Starfighter Space +7.52%
$YSS York Space Systems +7.34%
$SPCE Virgin Galactic +6.59%
$ASTS AST SpaceMobile +6.28%
Lin@Speculator_io
The SpaceX IPO will ignite a trillion-dollar space race. 𝗦𝗽𝗮𝗰𝗲 𝗜𝗻𝗳𝗿𝗮𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲 $RKLB Rocket Lab $SIDU Sidus Space $FLY Firefly Aerospace $RDW Redwire Space $LUNR Intuitive Machines $MDA MDA Space $VOYG Voyager Space $YSS York Space Systems $SPCE Virgin Galactic $FJET Starfighters Space 𝗦𝗮𝘁𝗲𝗹𝗹𝗶𝘁𝗲 𝗖𝗼𝗺𝗺𝘂𝗻𝗶𝗰𝗮𝘁𝗶𝗼𝗻𝘀 $ASTS AST SpaceMobile $GSAT Globalstar $SATS EchoStar $IRDM Iridium Communications $ETL Eutelsat $TSAT Telesat $GILT Gilat Satellite Networks $VSAT Viasat 𝗦𝗽𝗮𝗰𝗲 𝗜𝗺𝗮𝗴𝗶𝗻𝗴 $PL Planet Labs $GSAT Globalstar $SATL Satellogic $BKSY BlackSky Technology $SPIR Spire Global 𝗦𝗽𝗲𝗰𝗶𝗮𝗹𝗶𝘁𝘆 𝗠𝗮𝘁𝗲𝗿𝗶𝗮𝗹𝘀 $CRS Carpenter Technology $MTRN Materion $HXL Hexcel $ATI ATI $GLW Corning $PKE Park Aerospace 𝗔𝗲𝗿𝗼𝘀𝗽𝗮𝗰𝗲 & 𝗗𝗲𝗳𝗲𝗻𝘀𝗲 $RTX RTX Corporation $LMT Lockheed Martin $KTOS Kratos Defense & Security $VOYG Voyager Space $LHX L3Harris Technologies $NOC Northrop Grumman $BA Boeing $AIR Airbus $HO Thales 𝗦𝗽𝗮𝗰𝗲 𝗖𝗼𝗺𝗽𝗼𝗻𝗲𝗻𝘁𝘀 $TDY Teledyne Technologies $APH Amphenol $KRMN Karman Space $RBC RBC Bearings $PH Parker Hannifin $AME AMETEK $GHM Graham $HEI Heico $DCO Ducommun $ATRO Astronics $TDG TransDigm
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@iamfabian I mean, they bought DustPhotonics. That’s enough for it to have a long-term bull case.
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This is bullish for $CRDO and all other 800G/1.6T DCI transceiver manufacturers with a strong and secured supply chain especially for their lasers.
Kairos@KairosPraxis
Lumentum $LITE earnings call was basically a pitch for every other optics stock. For example, I'm super positive on $CRDO and its new zeroflap transceiver line. While CPO and OCS are cool, the biggest driver of Lumentum's growth this quarter was the (vertically integrated) transceiver business, which is (no surprise) supply constrained. $CRDO has guaranteed supply of lasers for the next two years and a few confirmed customers already, so I suspect the transceiver revenue will surprise to the upside.
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@zephyr_z9 I got far better information from TAM articles than random price target estimates that are far too conservative.
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Investment banks don't understand shit about LLMs architectures or AI
I have never read a good sell-side memo on AI
IMO, a huge opportunity for independent research firms
Semianalysis has done a great job in this area
qt cache🪷@frontier_foid
complete slop. wrong on nearly every technical detail.
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@Walrus_Moonboy These seriously need to be behind a counter or in a locked glass shelf and quantity limited. This is ridiculous.
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So scalpers always love scalping Pokémon cards, even grandma. 😭💀
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