JohnnyLi

3.2K posts

JohnnyLi

JohnnyLi

@johnnylixf

Building @NefariousTrades Swing trading till I make $1m. Long $CRWV, $RDDT, $NBIS $OUST

Vancouver Katılım Mart 2014
654 Takip Edilen1.1K Takipçiler
JohnnyLi
JohnnyLi@johnnylixf·
@citrini @AlessioTMAD Longer timeframe shows the truth, bro really picked a specific time and thought he cooked
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Alessio
Alessio@AlessioTMAD·
While everyone is drawning breakout sven wedges, corporate bonds are sending warnings Concerning
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JohnnyLi
JohnnyLi@johnnylixf·
@BryzonX Hopefully we bounce here at 100 ema
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bryan
bryan@BryzonX·
@johnnylixf Been in for a few weeks, just been averaging down
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bryan
bryan@BryzonX·
The next stock in my “memory wall” basket is $QCOM HBC will be something people talk about real soon Instead of relying on standard HBM heavy architecture like $AMD & $NVDA chips, QCOM's HBC architecture utilizes a near memory computing framework that reduces the distance data must travel This reduces the dominant source of energy consumption in heavy inference workloads By aggressively lowering both power consumption and the total cost of ownership without sacrificing throughput, HBC positions Qualcomm as a highly efficient, cost effective alternative to the big 2 with a unique selling point that has become a major problem in today's environment
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bryan@BryzonX

“Anything that helps soften the memory blow will do well for the next year”

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JohnnyLi
JohnnyLi@johnnylixf·
@Albert_TheVoid It’s not confirmed, all speculation. Same with current $AMD partnership
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Al Bert
Al Bert@Albert_TheVoid·
I see no reason for $TRT to be down, given it is a confirmed $MU reliability-testing supplier (unless the party is over for semis generally). Considering the demand for MU products, Trio-Tech will benefit structurally from this relationship, as demand for advanced semiconductor memory and data storage solutions will drive testing demand. Unlike some who tend to overhype $TRT, I generally view it as a solid company that’s in the right place at the right time. __ PS: If you want to investigate the MU x TRT link for yourself, see the post (and QT) below with evidence. Do not trust, verify.
GIF
Al Bert@Albert_TheVoid

"The role will be based at MMP." $MU Micron Memory Penang is now a confirmed customer of Trio-Tech International. $TRT

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Matt
Matt@3KComeback·
Options print good
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JohnnyLi
JohnnyLi@johnnylixf·
3 ai small cap stocks!
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JohnnyLi
JohnnyLi@johnnylixf·
📷 Watchlist $MRVL — $280.71 $NOW — $103.08 $RDDT — $173.26 $CRWV — $95.74 $OUST — $39.61 $CLFD — $39.99 $CZR — $29.51 $FIVN — $20.83 $LUMN — $8.49 $ARRY — $7.45
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BRICS News
BRICS News@BRICSinfo·
JUST IN: 🇺🇸🇮🇷 President Trump says he directly spoke with Iranian officials and agreed to stop all strikes.
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Serenity
Serenity@aleabitoreddit·
Just a random thought: $JBL seems highkey compelling long idea at $38B. Don’t really think markets have priced in their 1.6T LRO pluggable transceiver business yet. Especially if it’s “how much can you make” with $SIVE as the bottleneck H1 2027. Not really is there enough demand. They already have the massive supply chains setup… and took over $INTC pluggable lines. Seems more scalable than $AAOI capex ATMs for laser fabs, if you have $SIVE + tons of different fabs like Win Semi + others mass producing lasers and $JBL doing the rest. So you’re getting that Innolight style setup for free (with US premiums), with an already validated hyperscaler supply chain. Don’t currently have positions, just throwing out a thought for others to do research on. Prob H1 2027 is when everyone starts realizing. Maybe 40% rereating seems plausible? (dont have any open positions, just a thought)
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jacktradesnq
jacktradesnq@jacktradesnq·
GUYSS WE HIT 1K FOLLOWERS LFGGGGG
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JohnnyLi
JohnnyLi@johnnylixf·
We’re doing one of the biggest giveaways for prop firm funded accounts!
Enick ツ@EnickFutures

🚨$2,375,000.00+ FUNDED ACCOUNT GIVEAWAY🚨 We are giving away 50 Accounts (Apex & Lucid) to the community! Thank you for your support How to enter: 1️⃣Follow @NefariousTrades, @EnickFutures & @Johnnylixf 2️⃣ Like + RT this post 3️⃣ Reply "50 Accounts" 4️⃣ Enter via Gleam: gleam.io/sfRfi/nefariou… Join the Discord for 20 accounts being given away inside! 🤝 discord.gg/NFRS

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