MOBY
4.5K posts



longs at 65.8k if given (daily, VAL, local avwap)


ZEC hit the 1 to 1 extension completing the ABC correction could still sweep 200 but bottom here



HYPE ideally sweep this 30 daily one more time into the avwap thats been holding us up since 20

Here it is, by far the best risk-reward I have ever written up (in my 10 year + career). - Near monopoly in its niche. - EV/EBIT <10 - AI Expose and growing its ~50% operating margin segment fast. - Clear room for more growth (and busy growing double digits), capex spending situation close to TSMC gigafabs. The best part is that its undervalued for obvious reasons! There is a clear misunderstanding of this business. It’s got a moat that would make Buffett drool but unfortunately he wouldn’t buy because it’s too small (which is another reason it’s undiscovered). It has management that have a firm grasp of governance and capital allocation who have performed extremely well and have earned a exceptional ROIC. link is in my bio













