Liam Gonzalez

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Liam Gonzalez

Liam Gonzalez

@liamgnzalez

Full time student of the markets, part time drummer @LiamGtrades

Katılım Aralık 2024
35 Takip Edilen16 Takipçiler
Liam Gonzalez retweetledi
Richard Moglen
Richard Moglen@RichardMoglen·
Tomorrow we are releasing my in person interview with Jim Roppel, @Upticken, CANSLIM Hedge Fund Manager Jim shares his journey, greatest trades, Key Lessons and stories from William O'Neil Here's a sneak preview 👇
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Liam Gonzalez
Liam Gonzalez@liamgnzalez·
Emerging theme: Strategic Metals Mining - Western supply security 50% aluminum tariffs+China tungsten/antimony export bans, Iran war squeezing supply Stocks in play: $AA $CENX $ALM $PPTA
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Liam Gonzalez
Liam Gonzalez@liamgnzalez·
Weekly rotation scan: Space Data Analytics & Earth Observation $PL record Q4 revenue +41% YoY, $900M backlog+NVIDIA AI partnership $BKSY Gen-3 satellites live+$345M backlog+near EBITDA positive $SPIR guiding >50% revenue growth SpaceX IPO filing is re-rating the whole sector
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Liam Gonzalez retweetledi
Brew Markets
Brew Markets@brewmarkets·
Oil prices are up 11%. The S&P 500 is down 0.12%. Wow.
Brew Markets tweet media
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Liam Gonzalez retweetledi
Ted Zhang
Ted Zhang@TedHZhang·
The 'relative strength trap'. What is it? Stocks are showing relative strength as the general market is rolling over, which leads you to think you are in the leaders, but eventually they collapse to the weight of the market too. $BE $AAOI $SNDK $MU $AMPX $LITE $POWL $PL $WDC $DELL $Q $SOLD $SEI $BTU $WULF $INTC and many more.
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Liam Gonzalez
Liam Gonzalez@liamgnzalez·
Memory stocks down heavy today $MU although previously reported the best quarter in its history Doesn't matter right now. Spiking energy(supply chain threat)+TurboQuant(Most analysts say this is overblown) Structural story=Strongest it's ever been. The tape doesn't care yet
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