Tarre86

512 posts

Tarre86

Tarre86

@test8612

Katılım Temmuz 2017
188 Takip Edilen42 Takipçiler
AskLivermore
AskLivermore@asklivermore·
Listen to me. I've MADE you millions and now, I will SAVE you millions. You NEED to stay careful here. The next timing cycle is a week away. While retail is trying to PUSH the markets higher, we (smart money) are TRIMMING out and locking in some gains. What's happening? 1. Dollar $DXY - is breaking out, this is not a good sign for equities 2. High-yield bonds $HYG - they are a leading indicator, it's breaking down ahead of $SPY 3. S&P 500 $SPY - buying momentum is starting to fade 4. Volatility Index $VIX - the VIX is at support, not the best time to go big into equities What should you do? 1. I've been telling you to TRIM your top winners 2. No need to sell FULLY, just 20% - 30% so you can lock-in those gains 3. Keep it BALANCED for the next 5 months, high growth + defensive stocks Where's the opportunities? 1. Buy the DIP on AI - it will happen $MU, $ARM, etc. 2. Position some into consumer defense $WMT, $KO, $MCD, $HD, etc. 3. Get STRONG companies at lows - not CRAP companies at lows $ADBE, $NOW, etc. 4. Relative strength winners in space $RKLB, $PL, $BKSY, $LUNR, etc. 5. Healthcare and financials - they will go down, but down less that tech $V, $MA, $LLY I share all my buy and sell signals, follow my every move so you never lose any money.
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Ren
Ren@Ren_aramb·
$TRT ER just dropped May 14 and it’s insane how fast this company is moving. The revenue is not only growing it’s accelerating: Q1: +58%. Q2: +82%. Q3: +124%. AI GPUs and EV chips can’t ship without reliability testing. $TRT runs the burn-in. $7.8M in orders already confirmed. New 104K sqft facility coming online in Malaysia. This is $AEHR in the making. Picks and shovels for the AI and EV silicon buildout. The market is just starting to realize it. Revenue run rate approaching $65M annualized. Balance sheet clean. Debt-to-equity 0.11. This is still early but it’s going fast. Complementary TA from @mkfilko, looks like a break out is bound to happen. I’m long $TRT NFA
Ren tweet mediaRen tweet mediaRen tweet media
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Justin Banks
Justin Banks@RealJGBanks·
THIS IS WHERE THE MARKET ROTATES NEXT. I still believe AI goes much higher long term. But right now: • the market is stretched • positioning is overcrowded • and rotations happen FAST when momentum cracks If AI hardware slows down even temporarily, this is where I think money rotates next: DEFENSE / WAR
$LMT $PLTR $BA $RTX $AVAV $KTOS POWER / NUCLEAR
$VRT $ETN $CEG $OKLO $SMR $UEC SPACE / SATELLITE
$RKLB $ASTS $PL $LUNR $IRDM DEFENSIVE / STABILITY
$WMT $KO $JNJ $PEP $XOM $NEM $JCI ENTERPRISE AI / SOFTWARE
$NOW $CRM $ORCL $MDB $SNOW $TEAM AI INFRASTRUCTURE
$ANET $NBIS $APLD $AVGO $MRVL OPTICS / DATA MOVEMENT
$LITE $AAOI $CIEN $COHR STAGE 2 / ROTATION SETUPS
$CRCL $CRWV $IREN $V HIGH UPSIDE
$SMCI $DAL CURRENT RELATIVE STRENGTH
$CGNX $APLD $RKLB $ASTS I am also sitting in 30-40% cash now to buy dips.
Justin Banks tweet media
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Tarre86
Tarre86@test8612·
@trades2g How high can this go next couple of weeks?
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Sammy
Sammy@trades2g·
$TRT :
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The Trend Sage
The Trend Sage@JonkooTrades·
Been up all night on $TRT. Digging through SEC filings, $AMD roadmap presentations, semiconductor packaging docs, lease agreements, press releases. I think I found something. Two data points. Six weeks apart. Same geography. Let me walk you through it. March 17, 2026 → TRT receives a $5.3M order for burn-in boards. The exact language from the filing: "Qualification and reliability testing of a next-generation AI GPU platform for advanced computing and AI infrastructure applications." Qualification. Not production. This is what happens 3 to 6 months before a chip goes to mass production. You stress-test every design variant. You prove the boards work. The customer is unnamed. But I kept digging. → Next-generation AI GPU. → Advanced computing infrastructure. → Malaysia. → March 2026. There is one company with a next-gen AI GPU in qualification in Penang in early 2026. → $AMD The MI455X. The chip inside AMD's Helios rack. → 432GB HBM4. → 40 petaflops FP4. Targeting H2 2026 shipments to Meta, OpenAI and Microsoft Azure. AMD's own VP of Software said in February 2026 that MI455X bring-up was: "The fastest I have seen for a complex GPU platform." Engineer language for: we are moving fast toward production. A March 2026 qualification burn-in order fits that timeline precisely. Then comes → April 28, 2026 42 days later. TRT signs a lease for 104,000 square feet of industrial space in Perai, Penang. → $115,000 per month. → Starts June 1. This is what stopped me. You do not sign a 24-month industrial lease at $115K per month because you are optimistic about the future. Companies do not commit $2.76M in rent on a hunch. You sign it because a customer has given you visibility on what is coming. → March: Customer tells TRT the platform is real & orders qualification boards. → April: TRT gets visibility on production timing. → April 28: TRT signs the lease. → June 1: 104,000 sq ft comes online in Penang. → H2 2026: AMD MI455X begins production ramp to hyperscalers. The qualification order was $5.3M. Production burn-in for 72-GPU Helios racks shipping to Meta, OpenAI and Microsoft Azure at volume is not a $5.3M order. That is the order TRT just built 104,000 square feet to fulfil. And it has not been announced yet. Customer is unconfirmed. This is not financial advice. But I did not find a hole in this after 6 hours of digging.
The Trend Sage tweet media
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Al Bert
Al Bert@Albert_TheVoid·
Yes, the issue with Reddit is that each sub has its own rules. So you cannot post about small-cap stocks like $TRT on WSB or on larger subs that prohibit small-cap coverage. That is why you have to go elsewhere, and you cannot really choose who else writes to the sub, too. But this is not primarily about Reddit itself, I guess. More of a strategy of using Reddit to populate Google search with entries about a stock (and thereby also AI searches).
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Al Bert
Al Bert@Albert_TheVoid·
$TRT was one of the stocks that I got right (publicly). I also found others before they became popular, like Sive in January, or Riber and P4O before they were played by Serenity. My price target for $TRT was based on AEM premiums, bc they have a similar profile, and AEM is the leader in testing in ASE (also in tech). While TRT is smaller, it is the only NYSE-listed burn-in player among the small-cap reliability-testing stocks active in the region, and it is showing great momentum (with a good story). I know there are a lot of comparisons between TRT and AHER on X, but I see the comparison to other ASE burn-in manufacturers as more relevant. Based on AEM multiples, I see at least another 30%+ for the stock from here. It could also cool down and arrive later, but it will get there eventually, IMO. Also, I am updating my upper bound range to 33$ in the mid-term (higher once production capacity increases). Also, once TRT gets higher, they should do another quick raise, I think, to expand even more aggressively. The 10m raise was executed really well last time with minimal dilution.
Al Bert tweet media
Al Bert@Albert_TheVoid

price target would be* between 18-28$

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Damnang2
Damnang2@damnang2·
Honestly, I did not know much about TRT. Even when I wrote about testing, I tried to approach it very conservatively. Now I learned something new from Pikachu’s post(@Ren_aramb) Thanks for the insight!
Ren@Ren_aramb

$TRT holy f… TRT is going vertical +40% on the day after earnings confirm the sustained acceleration in growth and revenue. I have to thank @MauroBianchi24 for making me look at TRT again. He was telling me about this stock just yesterday, and his insights about a crushing ER were spot on. We are all better if we support each other. Let’s keep sharing alpha.

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Tarre86
Tarre86@test8612·
$spcb truly frustrating stock movement
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Investor
Investor@MBronchalo·
@PakBenikasim Cuidado. Está empresa lleva años prometiendo y luego nunca cumplen. Tiene pinta de fraude israelí.
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𝐏𝐀𝐊
𝐏𝐀𝐊@PakBenikasim·
SUPERCOM $SPCB Es una empresa pequeña pero que quiere dejar de ser un chicharro incrementando facturacion con beneficio y dando un servicio que creo que va a tener crecimiento exponencial. Clientes gubernamentales en EE.UU y UE Mientras este sobre 10$ 🆗
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Tarre86
Tarre86@test8612·
@j16425646 What do you think about Q1 next week?
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JC
JC@j16425646·
Companies with strong moats and no risk of AI disruption in supercycle industries are garnering 20 - 100+X EBITDA in today's market, yet $SPCB is trading at just ~2X '26 EBITDA with 40% growth ex-Romania in '25 likely accelerating to ~100% in '26.
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Tarre86
Tarre86@test8612·
@PeterSweden7 Heregud vilken foliehatt denna Peter är 😂 Ska bli ett nöje att blocka dåren
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PeterSweden
PeterSweden@PeterSweden7·
SURPRISE. Guess who began working on an mRNA Hantavirus vaccine back in 2024? Moderna did. In collaboration with Korea University College of Medicine.
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SpruceHill Capital
SpruceHill Capital@Aksel465·
$SPCB Great find! It looks like the Swedish contract could be worth up to 700m SEK ($76 million) compared to the $17 million SuperCom mentioned in their press release. This notice doesn't name SuperCom because it is the original competition announcement, but the evidence that this is them is convincing: 1. Duration: The contract term matches perfectly. Both the tender and SuperCom's contract are up to 9 years. 2. The deadline to enter the competition was in January 2025, and SuperCom announced the win in March 2026. This aligns exactly with the company’s statement that the evaluation process took "over one year". 3. The 700m SEK figure in the notice represents the maximum spending limit for the entire nine-year term. SuperCom reported the lower $17 million figure because it reflects the government’s initial budget for the core program only. This explains the specific language in their press release regarding "opportunities to grow the contract value meaningfully if additional programs are added." Between that and the earnings call, where the CEO stated we can expect growth on top of the $17 million, this find by @Slapper10101 essentially confirms the significant upside potential of this contract.
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Almas invests
Almas invests@AbdrazakAlmas·
@Aksel465 there is still a chance it's not $SPCB though , but as a shareholder I hope it is
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Mac 🐺
Mac 🐺@MacnBTC·
are there any undervalued stocks left on NASDAQ? everything is trading at 30-50x future earnings lmao
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Housemarque
Housemarque@Housemarque·
Ready your Bowgun and take aim. Pre-order SAROS now! #PS5
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Single Best Ideas
Single Best Ideas@SingleBestIdeas·
$SPCB 2-year chart suggests there's more to go on the upside as we await year-end results due April 30th. A quick look at the 5-year chart helps explain why impressive electronic monitoring contract wins and rev ramp have been largely ignored ... so far.
Single Best Ideas tweet media
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Chris Martz
Chris Martz@ChrisMartzWX·
Every flat Earth retard should be strapped onto a rocket ship and blasted into outer space.
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