pablo

1.5K posts

pablo

pablo

@pabl0777

Katılım Şubat 2014
284 Takip Edilen149 Takipçiler
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Jared Doerfler
Jared Doerfler@DoerflerJared·
Let's give this putter away. Here's how to win. • Retweet this tweet • Fill out the form in the next tweet Winner can choose the below. • 3 lie angles (69,70,71) • 5 sight line options • RH or LH • Length • Chrome or Black shaft Runs through 5/25 at 5:00 Central. Winner will be selected on 5/25 by 10:00 Central.
Jared Doerfler tweet mediaJared Doerfler tweet media
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Michael | Hypermarkets
Michael | Hypermarkets@itsmichaelluu·
In $SPCX IPO, on page 154, you'll see why SPACEX valued at $1.75 trillion will go up 300x-400x like $TSLA. Read this: "Our strategy for Terafab is to vertically integrate across design of lithography masks, fabrication of logic and memory chips, design of advanced packaging and rapidly test and iterate in order to improve chip design and performance. With this internal manufacturing capability, we plan to alleviate potential future chip shortages at SpaceX, especially as we develop orbital AI at scale, and design chips that are optimized for the space environment. We expect that our speed and cost advantage from vertical integration will allow us to scale efficiently in AI chip manufacturing." There's only 5 companies that are close to $SPCX: 1. $CRWV — the most direct analog to SpaceX. Backlog hit $99.4B last quarter, up from $66.8B, with inferencing now over 50% of compute usage. 2. $NBIS — the stealth play. Meta committed up to $27B over five years and Microsoft committed up to $19.4B — combined ~$46B in contracted revenue. 3. $ORCL — the enterprise anchor. Oracle's Remaining Performance Obligations reached $523 billion, with OCI growing 68% year over year. 4. $IREN — the sleeper. Landed a five-year $9.7B contract with Microsoft for GPU cloud services at 85% EBITDA margins. 5. $AMZN — already has a multibillion-dollar compute deal with Anthropic, making it the only name with a direct real-world comp to the SpaceX trade. ♻️ RESHARE this post and make 1 comment and I'll DM you my current 1000% play.
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Tradestar
Tradestar@ezpzinvesting·
@MrZackMorris I remember waking up and shitting myself to the AMC squeeze
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Zack Morris
Zack Morris@MrZackMorris·
$GETY will squeeze overnight sometime this week like $AMC did
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pablo
pablo@pabl0777·
@BeardyBrandon Just put it in the s&p 500 they don't call you for burnt out light bulb
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Brandon Turner
Brandon Turner@BeardyBrandon·
Here’s EXACTLY how to calculate the number of rental properties you need to retire… down to the door. Most investors just guess. “I want 10 rentals.” “I want 50 doors.” Cool. But based on what? Here’s the actual formula. Five minutes. Real number. Let's get you retired... ---->
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FearBuck
FearBuck@FearedBuck·
Tyson Fury’s 16-year-old daughter marries her 18-year-old fiancé.
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pablo
pablo@pabl0777·
@PrinceOfFlint Look wise yes! Comfort nooooo! Don't make the mistake I did!
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pablo
pablo@pabl0777·
$POET paying off. Leapsssss crushing
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pablo
pablo@pabl0777·
@Andrew_D_Curtis Fun track, thank God for JJ the caddy best out there btw.
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Andrew Curtis
Andrew Curtis@Andrew_D_Curtis·
Arcadia Bluffs- South Course. Place was FIRM. Super fun round and a nice pairing to the Bluffs. Big square greens and easy to know what you need to do. Can be tough to execute though. A really enjoyable walk.
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Andrew Curtis
Andrew Curtis@Andrew_D_Curtis·
Arcadia Bluffs- Bluffs Course. Good views all around.
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Michael | Hypermarkets
Michael | Hypermarkets@itsmichaelluu·
I am liking this stock here $RXT and I will add Nov 2026 $7 strikes: 1. $AMD Partnership (May 2026): Rackspace signed a memorandum of understanding with AMD to build a governed Enterprise AI Cloud using AMD's specialized hardware. 2. Return to Profitability: In early May 2026, the company reported Q1 2026 revenue of US$678.1 million, surpassing forecasts, and, critically, moved back into profit with a net income of US$8.3 million compared to a substantial loss a year earlier. 3. $PLTR Partnership (Feb 2026): Earlier in the year, a partnership with Palantir to deploy its Foundry and AIP (Artificial Intelligence Platform) started the upward momentum. ♻️RESHARE this post and make 1 comment for 3 others I have under $10 just like $RXT.
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Zack Morris
Zack Morris@MrZackMorris·
$NVAX Let’s break $10 today. $ 818 million in cash, hantavirus vax angle, and buy-out candidate. All-time high $330 youtu.be/lAtAHR350D4?si…
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pablo
pablo@pabl0777·
@incarceratedbob IB stocks going crazy. No insight? I know you got some plays lol
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Michael | Hypermarkets
Michael | Hypermarkets@itsmichaelluu·
$SOXL is up 1500% since CHATGPT started in 2022. 1 month ago, $DRAM (memory ETF) launched and its up 100% (this one you're super early). Here's the easiest way to 10x-20x since there's 10 super ETFs in AI: 1. $CHPX → AI semiconductors and quantum chips powering the next generation of compute. Now: ~$90 | 5-year target: ~$500 2. $AIQ → Broad AI and big data exposure including the memory chipmakers most funds ignore. Now: ~$62 | 5-year target: ~$720 3. $BOTZ → Robotics and automation bringing AI into the physical world. Now: ~$42 | 5-year target: ~$120 4. $SOXL → 3x leveraged semiconductors for those with high conviction on the chip supercycle. Now: ~$177 | 5-year target: ~$1200 5. $DRAM → Pure-play memory chips, the critical bottleneck for AI training and inference. Now: ~$53 | 5-year target: ~$700 6. $DTCR → Data center REITs collecting rent from hyperscalers spending $350B on AI build-out. Now: ~$30 | 5-year target: ~$150 7. $AIPO → AI power infrastructure. Grid upgrades, energy generation, and data center operations. Now: ~$33 | 5-year target: ~$250 8. $GRID → Smart grid modernization. The global power network being rewired for AI demand. Now: ~$200 | 5-year target: ~$800 9. $PAVE → Physical construction. The contractors, materials, and equipment building it all. Now: ~$58 | 5-year target: ~$150 10. $AIS → Full AI supply chain mapped from the ground up using a Bill of Materials approach. Now: ~$64 | 5-year target: ~$180 11. $TCAI → Hard AI infrastructure. Compute, power, networking, and contracted cash flows. Now: ~$49 | 5-year target: ~$300 12. $CHAT → Generative AI pure-play actively rotating into the companies winning the software layer. Now: ~$87 | 5-year target: ~$320 Listen carefully, pick 3-4 you like then buy and hold. My favorite one is $DRAM and $SOXL. You're still super early because AI will last about 12-15 years. ♻️RESHARE this post and make 1 comment and I'll DM you the option contract to buy for FREE.
Michael | Hypermarkets tweet media
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Michael | Hypermarkets
Michael | Hypermarkets@itsmichaelluu·
1 year ago, SNDK was under $30, its up 5200% at $1560. SNDK lost $2 billion every quarter, but GOOG AMZN needs their chips. Right now, there's 7 companies under $30 exactly like SNDK: 1. $POET — $11.19 🎯 PT: $80 Optical interconnects that replace copper inside AI data centers. Customers: Lite-On, $SMTC, NTT now targeting Marvell's ecosystem Catalyst: Malaysia plant ramping 30,000+ Infinity optical engines in 2026 2. $NOK — $12.82 🎯 PT: $15 5G + optical networking backbone for every hyperscaler buildout. Customers: Amazon, Google, Microsoft €1B in orders from them in Q1 alone Catalyst: Raised optical network growth outlook to 18–20% on exploding AI demand 3. $EOSE — $8.70 🎯 PT: $30 American-made zinc batteries powering the grid AI data centers drain. Customers: Utilities, IPPs, CAISO & ERCOT grid operators Catalyst: $303.5M DOE loan finalized — funds 8 GWh annual production by 2027 4. $DGXX — $6.45 🎯 PT: $30 Building GPU data centers to rent compute directly to AI companies. Customers: Cerebras Systems (AI chip maker) Catalyst: $1.1B, 10-year colocation deal signed $2.5B potential with expansion 5. $LWLG — $16.41 PT: $120 Electro-optic polymers that make AI fiber speeds physically possible. Customers: Tower Semiconductor, GlobalFoundries, 4 Fortune 500 companies in Stage 3 Catalyst: PDK 1.1 ready for high-volume foundry transfer tape-outs begin H2 2026 6. FLNC — $24.50 🎯 PT: $28 Battery storage that keeps AI data centers powered without grid failure. Customers: Two major hyperscalers (MSAs just signed), utilities globally Catalyst: Record $5.6B backlog + first hyperscaler order converting Q3 2026 7. $PLAB — $49.50 🎯 PT: $55 Photomasks for every advanced AI chip no mask, no chip, period. Customers: $TSM, $INTC, Samsung, UMC the entire chip foundry food chain Catalyst: Record high-end IC revenue driven by AI chip packaging and advanced logic nodes Remember, these have 1000%–2000% potential like $SNDK. My favorite is POET, but I like PLAB too since it makes photomasks which is needed in every chip on earth. ♻️ RESHARE this post and share 1 comment, and I'll DM you my BUY ZONES for each of these.
Michael | Hypermarkets tweet media
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