Ray

676 posts

Ray

Ray

@rayyela

investor/stock trader in the Financial stock market, big $tesla $nvda

Katılım Ekim 2024
215 Takip Edilen92 Takipçiler
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Ray
Ray@rayyela·
$tesla is going to do what it did in Covid times $800 to 2.000$ real soon
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DrippingAway
DrippingAway@DividendDrip·
If your portfolio balance is below $100,000, you should own individual stocks not index funds. Too much risk or sound advice?
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Ray
Ray@rayyela·
@cashflow_king94 I’ve been using 212 for a long time now was just wondering on the platform you’re using now 😊
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Cashflow King
Cashflow King@cashflow_king94·
+20.43% in a single month. Not a year. A month. This is what happens when you buy quality companies during extreme fear and just hold. While everyone was panicking about Iran, selling everything and sitting in cash, I was deploying capital. Every buy signal that fired, I bought. Now the market is recovering and the portfolio is ripping.... This is the month that makes the whole year. This is why you don't sell during the red days. Because the green days that follow make it all worth it. Remember that stat? Missing just the 10 best days in the market cuts your returns in half. This month is exactly why. The system works. Buy quality. Hold. Let compounding do its thing.
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Ray
Ray@rayyela·
@NotA_Bull Tesla Amd Nbis NVDA Rocket labs Asts space Applied digital The Oder of my top holdings been in them for a long time now
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Evan | Investments
Evan | Investments@NotA_Bull·
What is the single biggest position in your entire portfolio? No ETFs, stocks only.
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Ray
Ray@rayyela·
@cashflow_king94 Pltr and boardcom will become the one world government king pins powering it all
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Cashflow King
Cashflow King@cashflow_king94·
Broadcom is the Shovel Maker for the next wave of AI
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Cantal Capital
Cantal Capital@Cantal_Capital·
$ONDS Fundamental Analysis Are you bullish or bearish?
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Venu
Venu@Venu_7_·
$IONQ - revenue scaling from $43M in 2024 to $600M by 2028E (140% CAGR) that’s what early-stage exponential growth looks like
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NVIDIA
NVIDIA@nvidia·
.@GoogleCloud and NVIDIA are expanding their partnership across agentic and physical AI.   At #GoogleCloudNext, the companies made several announcements, including:   ✅ NVIDIA Vera Rubin-powered A5X instances, scaling up to nearly 1M Rubin GPUs ✅ Gemini on Google Distributed Cloud, powered by the NVIDIA Blackwell platform ✅ First Confidential Computing NVIDIA Blackwell GPUs in the cloud ✅ Agentic AI built on Gemini Enterprise Agent Platform with NVIDIA Nemotron and NeMo
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Daniel
Daniel@danielisdizzy·
My 3-year price targets: • $AMZN: $500 • $META: $1,500 • $AMD: $900 • $IREN: $200 • $NBIS: $800 • $HOOD: $350
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Ray
Ray@rayyela·
@EdFrosty500 I don’t really own many uk stocks I’ve always had us stocks and I’m up 43% 1y
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Edward Frost
Edward Frost@EdFrosty500·
UK inflation news not good but to be expected. Red again today? 📉📈
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Justin
Justin@iewney·
$OKLO ‘s isotope test reactor that will reach criticality by July 4. $OKLO is currently up by 10.57% and inching closer to $70:
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Oklo@oklo

Oklo CEO Jacob DeWitte joined @LizClaman on @FoxBusiness to discuss why nuclear is the clear solution for power in space. Nuclear has powered missions for decades through isotope systems that deliver continuous energy where others can’t. At Oklo, we’re building the systems that support both the present and the future, including our isotope test reactor that will reach criticality by July 4. Full interview: foxbusiness.com/video/63935748…

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Sam Badawi
Sam Badawi@Sam_Badawi·
$AMZN CEO Andy Jassy said power is now the primary bottleneck for scaling AI infrastructure, with grid connection timelines stretching to three years and transformer shortages slowing build cycles. $MSFT, $GOOG, and $META are increasingly turning to natural gas as the fastest way to bring new capacity online. This is pulling energy providers and infrastructure suppliers like $BE and $GEV deeper into the AI buildout, as compute expansion becomes constrained by electricity rather than chips. It also signals that future data center growth may depend as much on permitting and grid upgrades as on GPUs or servers. Power is becoming the limiting resource for the next phase of the AI cycle, not compute availability.
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Noah
Noah@antibearthesis·
Hard truth: Owning index funds will not make you rich They’ll make you feel comfortable Since 2022: $PLTR +2300% $NVDA +1600% $META +700% $AMD +400% S&P 500: +50% The index won’t change your life One right position might Now read that again…
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BMSInvests
BMSInvests@BMSInvests·
My portfolio growth over the past year has been absolutely insane. From £4.9k to £55.7k in 12 months with just an extra £3.6k deposited. 10X from April 2025 lows when I was £1.5k down. ATH was +1,169%, currently +825%. New ATH’s 🔜? Inspired by @itschrisray.
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IncomeShares EU
IncomeShares EU@IncomeShares·
What new ETPs do you want to see in the next launch? Boss asked me to take notes
GIF
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Shay Boloor
Shay Boloor@StockSavvyShay·
Elon Musk said the company plans to use $INTC 14A process for its large-scale Terafab as the node matures. He also said $tsla wants memory, logic, masks and packaging under one roof to speed up chip iteration.
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Shay Boloor
Shay Boloor@StockSavvyShay·
$TSLA Q1 EARNINGS • Revenue $22.4B vs Est. $22.2B • EPS $0.41 vs Est. $0.35 • Gross Margin 21% vs Est. 18% • FCF $1.4B vs Est. ($1.9B) Tesla says Cybercab, Tesla Semi and Megapack 3 remain on schedule for volume production starting in 2026.
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Cashflow King
Cashflow King@cashflow_king94·
Updated portfolio allocations as of today. 9 stocks. One account. Here's where every pound sits. $AVGO 15.2% $NVDA 14.4% $MSFT 14.3% $LLY 14.1% $META 13.8% $MA 13.2% $CAT 7.5% $TSM 6.5% $COST 0.5% $LLY went from my smallest position to my 4th largest. Been loading up heavily while it's been sitting in my buy zone. The top 6 are all between 13-15%. Nicely balanced. No single stock dominating. $CAT and $TSM still have room to add on the next dip. $COST barely registers at 0.5% but it never hits my buy signal so I just wait. This is what a concentrated, high-conviction portfolio looks like. No filler. No padding. Every position is there for a reason. What does your portfolio breakdown look like?
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