Melinda Kelly-Major
5.5K posts

Melinda Kelly-Major
@mkellymajor
REALTOR® w/ @ReliantRealty, Real Estate Specialist w/ @HomesforHeroes, LOVE my Family, Best Friend you EVER had, LOUD, from the South & I will Bless your Heart!
Clarksville, TN Katılım Mayıs 2009
2.1K Takip Edilen1.1K Takipçiler

GM X FAM
Don’t miss the next $MRVL
This is like buying $MRVL at 15$ in 2016
Up ~130%+ from recent lows
AI + AR + smart glasses + CPO optics are it. Vision AI is the bottleneck.
I give you $HIMX
Up 107% past year, +30% PM today after earnings
Trading at fresh 52-week highs
Only ~$2B market cap vs ~$60B+ for $MRVL
~$900M–$1B+ 2026 revenue potential vs $6B+ for $MRVL
Q1 revenue: $199M (beat)
Q2 guide: $219M–$225M (+10–13% QoQ)
EPS: $0.046 (beat)
Q2 EPS guide: $0.086–$0.103
~30.4% gross margins
Q2 guided to ~32% margins (expanding)
Operating profit: $10.2M
After-tax profit: $8M
~$288M cash + financial assets
Only ~$27M debt
$0.252 dividend per ADS
~$44M shareholder payout
Same category:
AI edge semis ➝ AR / automotive / smart glasses / optics
$MRVL already dominates networking + AI infra
$HIMX is earlier… but that’s where the upside is
Same playbook:
Legacy display drivers ➝ AI vision / AR / optical compute
$MRVL already powers hyperscale AI infrastructure
$HIMX is targeting smart glasses, automotive AI, edge sensing & CPO optics
What $HIMX does that others don’t:
- Global leader in automotive display ICs + TDDI
- WiseEye ultralow-power AI sensing for always-on smart glasses
- LCoS microdisplays for AR / waveguide ecosystems
- CPO (co-packaged optics) exposure for AI data centers
- High-margin non-driver IC expansion
- Hundreds of automotive design wins entering mass production
👉 Very few small-cap semis have exposure to AR + AI edge + automotive + CPO all at once 👀👀👀
Financials:
~$288M cash
Low debt balance sheet
Improving DSO + disciplined CapEx
Gross margin expansion underway
Q1 marked management’s “trough” quarter
Q2 accelerating:
- Revenue growth
- Margin expansion
- EPS growth
Partnerships / catalysts:
- Smart glasses mass production later 2026
- FOCI CPO partnership for AI data centers
- Automotive ramps in H2 2026
- Display Week 2026 AR showcase momentum
~40%+ auto DDIC market share
50%+ global TDDI share
Near-term still small vs mega-cap peers…
-but that’s the early phase
This is like buying $MRVL before scale
If $HIMX rerates even partially toward AI optics / edge AI semiconductor peers… upside could be massive
$NVDA $ANET $AVGO $IREN $NBIS $RKLB $CELH $MU $AMD $OSS $DDOG $DASH $IONQ $LITE $SIVE $SIVEF $ARM $NET $MP $RKLB $AAOI
Peep $CELH earnings 💪
Watching $GLE $ASBP $EPOW $RSMG
HAVE A DAY X FAM LETS GETS IT
This is a high-risk, high-reward AI semiconductor bet
AR + edge AI + optics evolution = next wave 🚀




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BILL GATES’ MICRONEEDLE mRNA PATCH IS HERE
Meet the new “vaccine” that doesn’t just jab you — it permanently tattoos your body with modified mRNA AND quantum-dot QR codes.
One painless patch on your wrist (or wherever) dissolves, floods you with mRNA, and embeds scannable biotech markers that last years — possibly forever.
No phone needed.
No card.
No paper passport.
Just scan your skin at the store, airport, or restaurant and the system instantly knows your “vaccine status,” batch number, and compliance level.
This is the biological control grid planned for the next plandemic — a permanent digital prison under your skin.
They’re not hiding it anymore.
Your body is the barcode.
Wake up.
Resist.
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$PCLA- 1 HOUR WICK IS FILLEDDDDD
HOLYYYYY

Mini_Tradez@Mini_Tradez
$PCLA- 1 hour wick fill now to $4.05 Maybe AH or tomorrow overnight gapped Let’s see
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@CKCapitalxx Order book tells ya where it is going to go...most won't chase and/or are gonna be priced out of solana:4yEjcMiy6GAgrpWpUvhUXfaP1vQmJXfqJjEyxBSZpump and that $DGXX is gonna get the attention. 👀
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Tomorrow is going to be a big day.
$CBRS IPOs tomorrow and $DGXX is my favorite proxy.
Most people are going to try to chase Cerebras on day one. The IPO was oversubscribed, raised from $115-$125 to $150-$160, upsized to 30 million shares, and Polymarket has it closing above $50 billion on day one.
Getting in at a good price on the IPO itself is nearly impossible for retail.
So instead of chasing it I am watching $DGXX.
Digi Power X signed a 10 year $1.1 billion colocation agreement directly with Cerebras to build and operate their AI data center campus in Columbiana Alabama.
Up to $2.5 billion in total expansion options. Phase 1 operational by December 15 2026.
A $50 billion AI chip company going public tomorrow. The company building their infrastructure has a $550 million market cap.
When $CBRS starts trading tomorrow morning and every financial headline is about the hottest AI IPO of 2026 the market is going to start mapping who actually builds what Cerebras runs on. That connection gets made fast.
The re-rate for $DGXX does not happen gradually. It happens in real time.
Tomorrow is going to be interesting.
$DGXX $CBRS

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@small_capshark Praying that God’s hand covers Malachi and that he gives comfort and strength to his family during this difficult time…and provide guidance to the doctors and nurses as they work to find answers and treatments. Amen 🙏
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@small_capshark Send in the clowns 🤡on this one for sure...like the price of $10.75 is like China's dumbest pumpers...if said something less maybe got away w it...zero rev and 164M loss ...can't wait to see the filings on this one...if and when they come!!
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@small_capshark @stomping_llama like why such a high buyout price? Was the plan to pump & dilute into the momo but market called bs and dilution hit anyway...and they had the 100M shares buy back in case? So they just r/s run it back up, dilute some more... rinse/repeat unless SEC does something
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@small_capshark Also Wealthy Concord & East Valley Tech aka current 'buyers' are same ppl that in Sept 25 sold Pallas & 7.5k BTC ($875M) to GDC for 39.2M shares of GDC...Feb 26 approved to sell BTC to fund $100M/sh buyback...May 26 WC & EVT form 'consortium' to buy back GDC for $10.75/sh 🇨🇳💩
GIF
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@Mini_Tradez $SEGG another w recent prediction market news ready for round #2
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@small_capshark Almost killed some lady in Walmart parking lot who tapped my buggie w/ one of kids in it then jumped out when I cussed her wtf!! SIL only reason I didn't go to jail! Someone ever hurts my child I will kill them with my bare hands and enjoy watching the life leave their bodies!!
GIF
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@small_capshark And wait till someone bumps your stroller or coughs on him or you think the nurse was too rough etc...you will be a special kinda crazy Mama bear that has no shame or couth at all!!
GIF
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@dan1983p @small_capshark The last was easiest birth and sweetest baby but when he started walking...the spawn of satan. Thankfully had him when 38 and had see it all or so I thought...haven't been able to tell him a thing since he was born...he thinks he is the parent!🤣
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@small_capshark @mkellymajor Each one gets a little more difficult until you’re about ready to give up. Then you have baby no. 5 and he’s just as easy going as the first and the circle is complete. 🤣
GIF
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@small_capshark Yas!! The Maya that went into hospital is different now...they change you for the better and the miracle of life and love you have for your children is hard to explain until you experience it yourself!!
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@small_capshark @dan1983p Oh they are now cause they sleep all the time...enjoy every min!! 😉
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I'm only going to say this once:
LEAPS are by far the best way to grow a small account when done correctly.
One contract. Exposure to 100 shares. A fraction of the cost. 12+ months of runway. Amplified returns. Defined max loss.
No margin. No weeklies. No staring at charts all day.
My results from LEAPS:
- $IREN: 800% gain
- $HOOD: 700% gain
- $NVDA: 300% gain
But this only works if you're disciplined about entry. Most people buy LEAPs at the wrong time, on the wrong stock, with the wrong strike and expiration. That's how a leveraged position bleeds to zero.
There are specific conditions I look for before I enter, and specific rules around strike selection and expiration that keep the odds in my favor. Get those wrong and LEAPs will hurt you. Get them right and a small account can do things most people don't think are possible.
Comment "LEAPS" and I'll send you my free cheat sheet - everything I use to find, structure, and manage these trades on one page.

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