@Banana3Stocks The demand for sophisticated server components, networking, energy and data center infrastructure will never ever decline. Ever. Not in your lifetime. Now go buy stocks that make them. It's really that simple.
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Jon Bakke
6.5K posts
Jon Bakke
@jonbakke
Database exec, investor, husband, father of 4, musician, sports fan. 🇺🇸 🇺🇸 🇺🇸 ~~ All views and opinions are mine.
Arizona, USA Katılım Haziran 2010
721 Takip Edilen1.9K Takipçiler
$AMD
So it got plenty of championship rings 🏆 🏀 like Scottie Pippen did right?
Now you are all seeing what I have been talking about for years and the spend on data centers that was coming when everyone said it was a bubble two years ago
🍌🍌🍌 🧠
Banana3@Banana3Stocks
$AMD They smacked it on sell the news as AMD basically said instead of being 10 years behind $NVDA we’re 5 years behind them and it wasn’t good enough for today Your all just starting to see the power of ALLLLL the ESSAYS I wrote about every layer of technology and how NVDA is so far ahead even the closest competitor What’s ironic is this is still great news for AMD as there is still plenty of championship rings in being Scottie Pippen 🥇 while NVDA is clearly Jordan 🏆 I expect investors to come back around for AMD as demand is HIGH for their products, that’s all that matters. It’s a bigger business than the analysts still realize, as I have been saying it’s a trillion dollars on just current data centers that are obsolete/nada/ziltch as in they don’t exist anymore - all of it has to be replaced from CPU to GPU. But but but… the entire CPU market worldwide - so PC, in house IT, etc etc all of that is ONE HUNDRED TRILLION and it’s all going to be replaced so there’s plenty of business for everyone. The market is too hypersensitive on finding an AI - GPU - Data Center - Competition - TOPPPPP - 🤦♂️🤦♂️🤦♂️ CHILLAX 😎 💛🍌🍌🍌 P.s. this will be reminder of the power of NVDA as it goes for my 🎯$146 target 😘 Not financial advice!
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@amitisinvesting It's funny that the top 3 choices are all excellent. And the last is the most stupid you could possibly imagine being today.
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Jon Bakke retweetledi
“The Distance That Defines Us” 🌍🌑
April 23, 2026 — A horizon that isn’t a horizon at all.
From the silent, ash-gray surface of the Moon, Earth doesn’t just rise… it reminds. No borders. No chaos. No noise. Just a fragile blue glow holding every dream, every life, every story we’ve ever known.
Inspired by the stunning views from Artemis II and the iconic Earthrise, this perspective changes everything. The Moon stands still—ancient, lifeless, untouched. But that distant blue light? It’s alive with oceans, storms, laughter, love, and billions of moments happening all at once.
From this distance, Earth looks small…
But it has never meant more.
Sometimes, you need to step away from everything…
just to understand what truly matters.
✨ If you could see Earth from the Moon, what would you feel?
#
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So maybe we should buy $GME ?
Watcher.Guru@WatcherGuru
JUST IN: "Big Short" investor Michael Burry sells all his GameStop $GME stock.
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Jon Bakke retweetledi
When earnings are so baller you need 3 mics to capture all the heat
Palantir@PalantirTech
Palantir reports Q1 ‘26 U.S. revenue growth of 104% Y/Y and revenue growth of 85% Y/Y; raises FY ’26 revenue guidance to 71% Y/Y growth and U.S. comm revenue guidance to 120% Y/Y, crushing consensus expectations. Q1 U.S. commercial revenue grew 133% y/y and adjusted operating margin was 60%. We also generated $871 million in Q1 2026 GAAP net income, representing 53% margin and 307% Y/Y growth.
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$NVDA has given a TRILLION dollars worth of future orders coming
Yet trades at a '27 Fwd P/E of 17x
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@FurtureRichKid The more I make, the more that number seems to go up-up-up.
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Living in a time where $TSLA is still under $400 is such a blessing.
Those who aren’t adding here are respectfully speaking, RETARDED.
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What’s the biggest risk or overhang in the stock market right now? 🤔
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@ns123abc @CynicalPublius Toe to toe with a methodical genius thinker.
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🚨 Musk vs OpenAI's lawyer — the cross-examination exchanges
William Savitt — Wachtell Lipton's lead defense lawyer, Supreme Court clerk, trained to break witnesses.
Savitt opens with a misleading premise.
Musk: "You're being misleading. What you're saying is false."
Savitt tries again with a different loaded frame.
Musk: "Your questions are not simple. They are designed to trick me."
Savitt demands a yes or no answer to a complicated question.
Musk: "If you ask a question where there is no possible simple answer, I must give a longer answer because any simple answer would be misleading the jury."
Musk reaches for an analogy: "The classic answer to a yes or no question is not so simple. For example, if you ask the question 'will you stop beating your wife?'..."
Judge Gonzalez Rogers cuts him off: "No, we're not gonna go there."
The courtroom laughs.
Savitt apologizes for the question.
Musk: "I find it funny you saying it wasn't an unfair question since you're only asking unfair questions."
Savitt: "I'm doing my best."
Musk: "That is not true."
OpenAI's lawyer came to break Musk.
Musk wasn't having it.
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@womengrom @Thebestfigen Mine did that once and he swallowed the bird whole.
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$NVDA only has to double and $TSLA has to 6x.
Dalton Brewer@daltonbrewer
Nvidia was the first company to $5 trillion Tesla will be the first company to $10 trillion $TSLA $NVDA
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