melvish
15 posts


🚨 Heisenberg Contest 🚨
Let's run another contest back. And I'll make it easier this time and guarantee the winner.
Guess $NVDA's exact closing price to end 2025. So the exact CLOSE on December 31st 2025.
Closest to it will win about $1,000 (judging from my recent X payouts). If tied, split between the ties.
I'll participate in it too. My guess is $230.69.
YOUR TURN!
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$GRAB
Grab price action is a classic example of manipulation/shorts being in control.
The stock was $6+ for a month, had the highest volume ever in September (1B), and now gets stuck in the $5.50s. This is likely due to the short float now going up above 8% and being stuck to the whim of these algos.
The only way to break though...strong earnings. I expect Q3 to be very strong, along with Maybank that has 3-5% higher targets across the board on Grab, but nonetheless price action is of course frustating.
Important to remember the facts during these situations:
- stock is up 20% YTD, beating the S&P
- smart money is loading the boat, 84% of the float is institutional and only increase
- if you are in this long, these are moment to further add vs get scared because some random hype name is going up (as we can see lately, those names are violently losing 20% in a week)
- mgmt has done 7-8 NEW interviews in the last month, first time in over 3 years they are engaging with the media, that is not bearish
- this company, unlike many of the names up 5-8x YTD that are now seeing weakness, has 7B in cash. i will take poor performance being able to sleep at night knowing my company has a massive balance sheet over getting into speculation that has narrative powering it, not a balance sheet
- rates coming down will give a premium to companies that can actually grow
- product innovation is high, multiple new partnerships every month, broadening of their scale across financial services (will do 1B in loans by end of year) and GAAP profitable
Not something to be scared about but rather understand the manipulation is inevitable until a re-rating and if the tutes continue to buy, they also are expecting a change in growth expectations as well.
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@steakhunt42 @icanc4 im crying for you, bro absolutely dismal that you don't have that😿
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Let's play a game!
$NVDA just needs to hit ~$205ish to get to $5,000,000,000,000 in market cap. Yes, you read that right, that is $5 TRILLION.
About 16% ish percent away from doing so.
At this rate we get there by....hmm, I don't know, a few months at most?
Whoever guesses the correct date when $NVDA hits $5T first, I will send them my ad rev for that week.
GO!
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