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J.J.
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J.J.
@jayjayGoFast
Prescribed AZ sports fan. Side effects include dizziness, insomnia, feelings of despair and anguish. But support the home team anyway. Ezekiel 25:17
Scottsdale. AZ Katılım Haziran 2011
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J.J. retweetledi
$TE sits directly in the power bottleneck behind the AI buildout.
Its stringer machines connect 70+ solar cells per minute into the electrical core of high-performance solar modules with materials and manufacturing capacity anchored in the U.S.
Shay Boloor@StockSavvyShay
Why did Leopold Aschenbrenner’s fund initiate a new ~$44M position in $TE last quarter? T1 Energy is trying to become a scaled U.S. solar manufacturing platform and already has a 5 GW solar module facility in Dallas called G1 but the bigger opportunity is its planned solar cell facility in Austin called G2. If G2 comes online then T1 could move into domestic cell production right as AI data centers, reshoring and grid demand are pulling on U.S. power supply.
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@Ducnghia16 Back when a roll of quarters, feathered hair, and a fifth of Jack were considered proper stage equipment. 😂
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When musicians were really talented and can outperform live better than in studio.
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@TradingThomas3 It’s not the earnings that matter, it’s the forecast and guidance
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Can we break through $110 resistance $NOW?
Josh@JoshTradeOption
I added to my $NOW position on Friday. I was previously long via LEAPS, but added 1,000 shares around $95.00. We have resistance at $100.52 (50 day SMA), Then $110, $129. $NOW dropped from $211 to $81 during the sell off. A 38.2% fi retrace puts us at $131.00. 50% retrace is $146.00 I'm long to $140.00, then take another look at the charts. Are you bullish?
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@JoeG463 @Bickley_Marotta It’s the Cardinals, that’s literally all they have ever been good at!!!
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#Cardinals fans - How would you handle the Jacoby Brissett situation? Why?
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Josh Sweat is not in attendance for Cardinals OTAs, and it’s not injury-related, per @Gambo987.
Sweat signed a four-year, $76.4 million contract with Arizona to reunite with Jonathan Gannon, who was ultimately fired.
If Sweat wants out, there would be a strong trade market.
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The worlds largest company, $NVDA reports Q1 earnings tomorrow…
Wall Street estimates predict an EPS of $1.77 (+119% YoY) & Revenues of $79.1B (+79.6% YoY).
$NVDA has sold off over the last 3 days into earnings, with the last time this occurred resulting in a +13% rally following earnings.
The fate of the entire AI theme is leading all up to this…
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EARNINGS COULD SHOCK THE MARKET 🚫
$NVDA up until this week has been VERY bullish, breaking $235... Now we are seeing Sellers after no china sales or deals were made.
Either way this is setting up for a MASSIVE impact for the rest of the market and another SOLID setup 👇
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Live from Arizona Cardinals OTAs @BurnsAndGambo will be joined by head coach Mike LaFleur & others. twitter.com/i/broadcasts/1…
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"Jacoby Brissett is the guy for the Arizona Cardinals this season..
The minute he stepped in last year this was an efficient offense" ~ @aqshipley #PMSLive
Pat McAfee@PatMcAfeeShow
"When Jacoby Brissett took over at quarterback the ball got pushed down the field" ~ @aqshipley #PMSLive
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Jensen Huang’s 5 Layer AI Cake 🍰
1️⃣ Energy ⚡
$VST $CEG $BE $NEE $GEV $OKLO
2️⃣ Chips 🧠
$NVDA $AVGO $AMD $TSM $MU $ASML
3️⃣ Cloud & Data Center Infrastructure 🏗️
$ORCL $CRWV $NBIS $IREN $ANET $VRT
4️⃣ AI Models 🤖
$MSFT $GOOGL $META $AMZN
OpenAI • Anthropic
5️⃣ Applications 🖥️
$NOW $PLTR $SHOP $CRWD $DDOG $PANW
Are you positioned across the chain?
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J.J. retweetledi
@FuturumEquities $IREN still has to build, finance and execute and the dilution concern is real but AI demand is moving faster than the normal data center build cycle which makes power-secured capacity much more valuable.
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@Kyle_Odegard The spreads make sense. Cardinals fans already spent all their money on season tickets that now resell for the value of a gas station hot dog and a medium Coke.
Honestly surprised I’m still attending games instead of just watching RedZone from the driveway!!
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Here are the Cardinals point spreads for each game this season, via BetOnline.
In Year 4 of the Monti Ossenfort era, they are a touchdown underdog or more in each of their first 11 games.
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