@boymanrobshit Who are they even competing with? AMD but not really?
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Maybach Groyper
1K posts
Maybach Groyper
@noturdaddytoday
Rick Ross Groyper
Flawda Katılım Mayıs 2024
232 Takip Edilen40 Takipçiler
$NVDA is probably the greatest engineering company in the world, but I have trouble holding the stock rn. One missed earnings… And it will happen eventually, even if it’s slight… Will cause a 25% crash in the stock. seems asymmetrical
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@soumyasen Both companies will have to pull off perfect build out execution to catch up to their valuations
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For $CRWV long-term investors: If you are worried that $NBIS is outperforming Corweave in terms of stock price then look back and see how $IREN outperformed $NBIS in Jan-Feb of this year. Fundamentally, Coreweave is the company with most potential to be the AWS of AI Clouds ( even beating AWS), That is thesis. There is a temporary correction possible in Neoclouds but that is just an opportunity to close your short and open more long if you have a long short portfolio, like I do. Thank you for your attention to the matter !
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@fivepointscap I refuse to believe reddit is a top 500 company
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The Kalshi market has $RDDT as the frontrunner to join the S&P 500 this quarter. Very low volume though.
Frankly, I don’t see how Marvell $MRVL doesn’t get the nod. So it may depend on how many companies they’re removing.
2+ additions and I expect Reddit gets added. Would be a nice catalyst to keep the momentum. Should also curb some of the wild vol when it’s getting a constant bid from the index.
Kaushik@WisemanCap
$RDDT green, you guys think it gets added to SP500?
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@tw_crypto_ @asklivermore Im up over 100% this year and unless you are giving me lots of money to invest i have no interest in taking your money
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Another example of the subscription bait people are falling for -
@asklivermore If you knew how to make people millions in the market , you would not be here on X charging $19.99 a month for it
Shortly going through his feed and all I see is - I made this guy money , please subscribe. Stop falling for the bait!
I share my positions with you guys for the entertainment. I will never charge for a subscription.
I can guarantee my portfolio has outperformed any of these Kevin Xu , AskLivermore and any other sub begger.
AskLivermore@asklivermore
I MADE you millions. And now I SAVED you millions with my perfect calls. All you need to do is FOLLOW my exact trades. I'm getting ready SOON to buy. Let's go.
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Maybach Groyper retweetledi
$AVGO Q3 AI revenue expected to exceed $16 billion (>200% YoY growth)
Q3 Rev Guidance: $29.4 billion (+84% YoY)
Huge guidance but stock is down. People selling right now are event traders. They are reacting to price action not fundamentals.
The fundamentals just got stronger.
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@capybaraReborn Everything has to go perfectly then get exponential sequential revenue for this to match the valuation. Not seeing deep value here
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$NBIS is a great company and a testament to Volozh’s superb entrepreneurial skills.
However it’s price, as other AI supply chain names like $BE and $AMD has simply become disconnected with reality.
At the current price we are due for a 20-30% correction from these prices.
Simply too much optimism priced in.
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The $MA bull case is really simple:
Next 5 years:
- Same FCF growth (16%)
- Multiple stays at historic low levels (24x)
You get:
- Stock price of $1012
- Total return of 110% (16% annualized)
And btw, this is excluding dividends and buybacks adding around 3% of annualized returns (2.3%+0.6%)
Vebjørn | VJN@VJNCapital
While software, fintech and AI stocks are ripping higher, $MA is being left in the dust Now down to a 24x forward PE The lowest multiple recorded in the last 10 years +
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@FinanceJack44 Finally an account that posts good deals and not memes
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They really out here treating $MA like a software company...
This is one of the strongest businesses of all time lmao
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How Peter Lynch selects stocks.
Here are 4 companies that currently meet his criteria:
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@W0LF0FCRYPT0 If you believe in Bitcoin 20k is a dream come true
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Whales need BITCOIN below $50,000 or they are not touching it
I’ve been here for multiple cycles so I fully understand how it will all play out
Anything above $50,000 is simply overpriced
Especially now Michael saylor’s Ponzi is falling apart and he has started selling
We will only get any good bounce or significant buy pressure below $50,000
The final bottom will be between $28,000 to $30,000.
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Bitcoin at $126k:
Man, I wish I had one more chance to buy at $66k.
Bitcoin at $66k:
It’s a Ponzi.
It’s going to zero.
I’m waiting for lower.
Conviction is why a few get rich.
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@cloud9markets I've seen this exact tweet from like 20 accounts
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Wow the crypto bag holders are pretty mad, coz I said 7yrs instead of 5,
5yrs ago Bitcoin was $69,400, and today it is $66,000- while everything exploded
Stop gambling on this trash - Bitcoin, altcoin, they all trash, pump n dump garbage
Buy quality stocks, buy gold, buy🏡
Cloud9 Markets@cloud9markets
7yrs ago bitcoin hit 69.5k Today bitcoin sits at 70k Literally every asset class in the world has at least TRIPLED in past 7yrs Instead, you wanted to gamble on Bitcoin and Altcoins Come on, stop this gambling, u are not getting any younger
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7 years ago bitcoin hit 69.5k
Today bitcoin sits at 70k
It has done literally nothing.
Meanwhile, every asset class in the world has at least TRIPLED over that period.
At what point do we all just admit we’re retarded and move on to investing in real assets like adults?
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@shaguncrypto Do about 10k then 1k per month until 100k. We aren't sure how much of the Iranian market is being liquidated vs held but the US Gov tends to liquidate
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I feel like putting my income of $70,000 into Bitcoin right now and let it ride for the next 30 years.
I’m 30 right now. Is this wise?
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@Howlingmutant0 Making sure your wife is btfo by pornstar bbc is such a power move before a divorce
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Quality is getting HAMMERED the last two days
The wider the moat the bigger the discount it seems:
$MA
$ISRG
$INTU
$UBER
$MSCI
$SPGI
$CPRT
$MSFT
$PLTR
$V
$SPOT
$ADBE
$NFLX
It’s time to pick your spots and swing big.
What are yall buying today?
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@TheRayMyers Probably the stocks that don't have positive pe ratios
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@HatedMoats Incredible deal for long holding. I'm already up 20% on nvo
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@DudeWhoInvests Obviously. They know when the orders stop...
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Micron $MU insiders are selling shares right now while the market is buying hand over first.
Reason for concern??
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