Vincent Van Gogh
348 posts
Vincent Van Gogh
@realvgogh
Freedom Isn’t Given, It’s Taken
Katılım Temmuz 2023
295 Takip Edilen72 Takipçiler
@tw_crypto_ @TT_stocks_ That’s correct! I did follow him for buying HIMS which was down 40% from $30!
English
Kevin Xu
- $HIMS was a loss ❌
- $QS was a loss ❌
- Gave up on $IREN ❌
- $BOT was a loss (currently trading -25%) ❌
$199 a month subscription to lose money. Stop getting farmed by this guy
TW@tw_crypto_
Kevin Xu - $HIMS was a loss ❌ - $QS was a loss ❌ - Gave up on $IREN ❌ - Multiple pumping post to buy while only risking .5% of his own port Who is paying $199 a month for this clowns sub? Shameless
English
@dewman309 @georgep_83 @GrindeOptions You’re one of the first to have a real story that’s not filled with bull. 🐂
English
@georgep_83 @GrindeOptions Yooo, best move I’ve made is running hims from single digits to 60s, rinsing and repeat from $30 to 60s once and then moving 80% of it to amd last year I the low 100s 🚀🚀
English
Who in the right minds would be buying $HIMS right now? 🤔
English
$AMD is trading at $414/share in the pre market
Just $6 more and I’ll be up 100X
I will officially be a 100X investor
English
@GrowthOverYield Oh shit! Why didn’t you roll way up and out?
English
$11k profit for the week mostly selling options
English
@LorrieBoca @optionscjp QQQI, JEPI and JEPQ have only averaged about 3-4% return the last year
English
I think if someone had $500k cash and sold options with it - that’s enough to probably never work again.
Given a frugal lifestyle and managing their positions right.. You could make $5-$10k per month no problem.
And it would compound.
English
@TheValueTrade The hims guys on this app conveniently ignore that they were buying in the 40s and 50s, and now act like they are geniuses because it rallied from 18 to 28. If they showed their positions, they would probably still be underwater
English
Can $HIMS hit $100 within 12 months?
If Peptides are approved, its possible.
English
@Sandeman52 My 2030 view:
• Base: $100–130
• Bull: $150–250
• Stretch: $250+
Why: even with strong growth, you’ll get multiple compression + dilution, and GLP-1/peptides will be competitive, not monopoly. Still a great story, just not pricing perfection yet.
English
I’m shocked large accounts are all tweeting this news like Amazon just got into the GLP 1 business. This is not new.
Classic dip to rip.
Shay Boloor@StockSavvyShay
$HIMS is getting hit hard right now after $AMZN launched a national GLP-1 weight-loss program 🫣
English
@Sandeman52 At what prices do you think the stock will split
English
@realvgogh $200-$500 depending on how they do with peptides. This assumes only capturing 5% of the TAM
English
Guys, please listen to what I am saying.
You need to finds ways to make additional income outside of your 9-5.
Layoffs are accelerating at a rapid pace.
3 of my closest friends, all in the IT industry, just got laid off in the past few weeks.
They have no plan. No side gig. No savings.
Please, do not ignore this warning.
IT companies are the first to integrate AI to automate roles.
Every other industry will follow suit soon.
It is only a matter of time.
Protect yourself.
It’s coming.
English
@mousetrappua @clarshel @IanMalcolm84 @DanBilzerian @RepFine This is normal to swear the oath for most countries in order to get the second passport
English
@clarshel @IanMalcolm84 @DanBilzerian @RepFine He never served in a foreign military. He served in our own i.e. United States Navy.
What branch did fat fuck jew Randy Fine serve?
English
.@DanBilzerian on how having it all makes it all meaningless and having meaning, makes it worthwhile.
Vote Bilzerian; let’s defeat genocidal fat jew @RepFine
English
@SanFranAnt @thetatemotive @Cobratate He is the bot king, look on X at all the different accounts that parrot his messaging but are located in Asia, Middle East or Eastern Europe.
These days having a large group is followers doesn’t even mean much.
English
@thetatemotive @Cobratate Tate is a rapiest. She doesn’t have 2 million followers unless she paid for bots like Tate
English
Andrew Tate on the modern dating market:
“There’s no such thing as a hot girl from a small town anymore. She’s got 2 million followers.”
“From 18 she’s being offered flights to Dubai, Singapore, Tokyo.”
You have two choices. Cry about it. Or compete 😳💀
English
@congelation242 @jerr_rrej Armenians are technically white. They are not European white but they are white. Same with Georgians and even Iranians
English
Kim Kardashian is one of the biggest psyops against the White race. Lot of White millennial girls were brainwashed by this jewish propaganda to be whores. Kim was pimped by her own mom to date rap and basketball nigs. Normalized whoredom.
Feelings 🍃@itsmyfeelingss_
Kim Kardashian, 45 and still a baddie
English
@aleabitoreddit @ecomTrevor When you say a long way to go meaning haven’t fully played out for medium or long term?
English
@ecomTrevor $SIVE was my latest call! My personal short term PT was $2-3B, and it sits at a $300M MC now.
That being said a lot of these existingnames still have a long way to go.
English
Holy ****, my $AXTI thesis was legendary?
AXT is up another 20% today to ATHs at $58.
Happy I got this right, gains in a short time blew away holding $NVDA over the years.
Serenity@aleabitoreddit
Warning: The entire AI industry will likely be bottlenecked by two companies: 1. $AXTI ($700M) 2. $SMTOY ($31.7B) Which both control 60–70%+ of the world's InP substrates. Future $NVDA, $GOOGL TPU v7 pods, $META, $MSFT, $AMZN hyperscaler clusters require InP-based lasers and receivers. $AVGO, $LITE, $COHR use for EMLs for 800G/1.6T transceivers, DFB lasers, and other optical infra. Without InP substrates, the supply chain falters. After looking at TPU BOM to Maia BOM, it looks like future ASICs + GPUs + hyperscaler deployments are heavily reliant on photonics. And two vendors could freeze the global InP substrate market covering nearly all of: - Hyperscaler optics (TPU pods, etc) - Optical transceivers (5g, data) - LiDAR (robotaxis, drones, military) -Optical Modules (interconnect clusters) - Silicon photonics laser dies (Nvidia’s future co-packaged optics and Intel/Broadcom SiPh engines use InP CW laser arrays.) Since these companies make up majority of the market supply: -AXTI (est. ~30–35%) -Sumitomo (est.~30%) - JX Nippon (est. 10-15%) That’s it. (eg. 2021 industry note from Yole states that "Sumitomo Electric + AXT together had “more than 75%” of the InP substrate market") Hyperscalers/AI are moving toward photonics but the entire AI industry is fragile. If either $AXTI or $SMTOY stop supplying materials, the entire future AI buidlout gets crippled. It's even crazier that a $700m company could become the the center of it all. InP substrate will likely one of the biggest bottlenecks alongside HMB as the AI industry shifts to photonics.
English
@aleabitoreddit @StrategicParry I have shares, good for covered calls
English
@StrategicParry Agreed, there's clearly better opportunities out there.
I'm just seeing a lot of news around $SMCI, but nobody stating any clear positions they have.
That being said $SMCI is actual an American company with deep roots to Taiwan, not a Chinese one.
English
Everyone is looking at $SMCI smuggling billions of dollars of AI chips to China.
But nobody is answering the question:
How do I make money off this, and is it a good buying opportunity?
My answer:
If $SMCI drops much lower than ~$24 overnight. It like a buying opportunity at a ~$14B MC.
Everyone looks at the DOJ case and thinks Super Micro are cooked.
But two things:
1. The company itself looks insulated, so far (not named a defendant)
2. $SMCI chip sales to China state actors was already known (just not to the $2.5B+ extent), by Hindenburg short seller reports in 2024.
So a decent part of the China revenue stuff was already priced in, which is why $SMCI crashed from $100+ and is now trading at $24.
Now if we strip away optics and some material revenue:
-> $SMCI GAAP net income was $1.05B last year, and FY 2026 is estimated to be around ~$1.25B with some estimates going to $1.5B.
And then we rip away an est ~$150M in smuggled in profit out of financials: ~$1.05 billion -> ~$900M?
On a P/E basis, still looks relatively cheap as a growing company, maybe ~10-11x?
Now the downside:
-> Optics are still trash. You can add more trash to trash.
But it's still trash regardless, doesn't change much?
-> $NVDA distancing itself with $SMCI? (They already did in 2024).
-> $SMCI not named a defendant, but in the case SEC/DOJ goes after them, then lot of regulatory fees and possibly fines.
-> Maybe order cancellations, but if they didn't cancel orders for the problems they had in 2024, it looks fine now?
Now... Are there a lot better opportunities than taking this regulatory leap of faith?
100%.
Is there potential more downside from panicking?
Yes.
But if you strip away the noise, $SMCI as a company looks cheap ~$14B at roughly 10-11x forward earnings.
English
@Mr_Derivatives What’s the odds of $23 PUT expiring tomorrow and this happens
English
