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Mavro

@mavrocapital

Focused on asymmetric upside in growth sectors. Ex-Big 4 Finance. Sharing DD, thoughts & memes — NFA

Katılım Nisan 2025
376 Takip Edilen104 Takipçiler
Mavro
Mavro@mavrocapital·
SK hynix up 16% pre market. Don’t be a panican.
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Mavro
Mavro@mavrocapital·
Current price action on European market. $SIVE $PENG $AAOI $NBIS $IREN
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David Bauer
David Bauer@Dividend_Miner·
It’s more than just Jensen giving the nod. $MRVL is sitting right in the AI infrastructure lane: custom silicon, data center networking, hyperscaler demand, and now S&P 500 inclusion bringing more institutional/index fund attention. That’s not a meme thesis. That’s momentum + validation + real AI plumbing. Marvell is set to join the S&P index on June 22, replacing Pool Corp.
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Mavro
Mavro@mavrocapital·
People keep asking me what the thesis behind $MRVL The thesis is simple, $MRVL was knighted by Uncle Jensen himself. When Jensen talks, I listen. Keep doubting.
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Mavro
Mavro@mavrocapital·
@ColeMInvests Sooner or later the market would realize. Its just a matter of time.
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Mavro
Mavro@mavrocapital·
Uncle Jensen just did it again. $QCOM is up 4% after hours. Still doubting? $MRVL $NVDA $QCOM
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Mavro
Mavro@mavrocapital·
@StockMKTNewz Why are people still leaving OpenAI for Anthropic though?
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Evan
Evan@StockMKTNewz·
OPENAI JUST PUBLISHED ITS VISION FOR THE FUTURE OF AI Three goals. One deadline that stands out. Goal 1: Build an automated AI researcher that can accelerate and increasingly automate the research process itself. Internal target: by March 2028, a significant fraction of OpenAI's research will be done by AI systems working alongside human researchers. Goal 2: Accelerate the economy through scientific progress and productivity growth, with gains widely shared. Goal 3: Give every person on Earth a personal AGI. The framing they used: electricity reaching rural America in the 1920s. Before power lines, life was shaped by physical limits. As access spread, the average lifespan increased by 23 years and inflation-adjusted income by roughly 50% by end of the century. They believe AI is that same shift happening again.
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Mavro
Mavro@mavrocapital·
@PrasVectorTech You dont have to overcomplicate it. Sometimes its simple and right in front of you.
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techVector
techVector@PrasVectorTech·
@mavrocapital Uncle Jensens blessing is all the thesis you need. When he speaks, the market listens. Simple as that.
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YodaStocks
YodaStocks@YodaStockInvest·
After more than a year on X, it’s time to properly introduce myself: My name is Yoda and I’m a 22 year old from The Netherlands. I’m a medical student in his fourth year, doing internships in the hospital now. I started investing on my 18th birthday (19th September 2021) and am almost addicted to learning and improving myself in every way. I’m learning every day and have already been a very successful investor so far. My Portfolio & Goals: $215k worth $159k profit My short-term goal is 500k by 2030, mid-term goal is 1M before 30 years old (2033) and long-term goal is (partly) retiring in my 40s. I’m completely self-made. No financial aid from my parents. I’m a first generation investor, nobody in my family invests. I want to show you all what you can do when you believe and try your best! My current portfolio consists of 8 holdings: $AMD $SOFI $NBIS $HIMS $IREN $ASTS $ONDS $PNG.V Thank you all for following me on my journey! Hoping to inspire and add to the community.
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Ehrmantraut Capital
Ehrmantraut Capital@EhrmantrautCap_·
$AMPG; The only American company at the intersection of 5G, Open RAN, and $NVDA's AI infrastructure buildout AMPG just had its radio selected as the central hardware in the world's first open-source Massive MIMO AI-RAN prototype at Northeastern University's Open6G OTIC, powered by NVIDIA $NVDA GPUs. Here's why this is a big deal. - AMPG is the only American company to design and commercialize an O-RAN CAT B 64T64R Massive MIMO radio. There is no domestic competitor for this certification. - AI-RAN (AI-native Radio Access Network) is the next trillion-dollar infrastructure wave. Every carrier building out 5G/6G AI networks needs hardware that plugs into AI acceleration stacks like NVIDIA AI Aerial. $AMPG's radio just proved it can. - ORAN 5G infrastructure is projected at 33%+ CAGR, reaching $42 billion globally by 2030. $AMPG is showing proof that they are well-positioned to massively win in this segment. $AMPG is poised to generate $50m revenue in 2026 and become profitable too, with ~45% gross margin and an incredible moat. Yet, it is only trading at a market cap of ~$130 million. We are so early.
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Mavro
Mavro@mavrocapital·
What a run for $AMPG today!
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Pepe Invests
Pepe Invests@pepemoonboy·
My $NBIS options setup is elite… If $NBIS is under $200 by 12/18, I keep all 700 shares, collect the full ~$17k from my covered calls, and will likely be assigned on my 4 $200 cash secured puts, allowing me to buy 400 more shares at a price I’m comfortable owning long term. If $NBIS is over $200 by 12/18, I keep the full ~$21k from my $200 cash secured puts, and my 700 shares will likely be called away at $200 while I also keep the ~$17k in covered call premium. Either way, I’m collecting significant premium while positioning myself around a stock I have high conviction in. I can also choose to roll either side of the trade if I want more time, additional premium, or to manage assignment. I love selling options.
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Mavro
Mavro@mavrocapital·
@PrasVectorTech What happens next is crystal clear, $400 first, then $750...
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techVector
techVector@PrasVectorTech·
@mavrocapital Positioned with you. Feels like people are sleeping on this one. Let's see what happens next.
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Mavro
Mavro@mavrocapital·
@KobeissiLetter Market don't realize that $AAPL barely spent any capex on Siri AI.
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: Apple stock, $AAPL, falls -5% from its high of day after unveiling Siri AI, its biggest AI release ever.
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Mavro
Mavro@mavrocapital·
@Jsqus exactly, smart people are listening carefully
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J s@Jsqus·
@mavrocapital Jensen literally controls the ecosystem and he is telling you what the value is
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amit
amit@amitisinvesting·
The Top 10 investments across Robinhood just got updated for June. All 10 of the top held assets are the same except for one... $AMD. AMD replaces $NFLX (which was in the top 10 for the past few months) as one of the top 10 held stocks across the platform on $HOOD Robinhood. $AMD is up 118% YTD and has been a massive winner for retail investors that bet on Lisa Su over the past few years. The other 9 most held on Robinhood: $META $GOOGL $AMZN $MSFT $NVDA $PLTR $F $MSFT $TSLA
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