Theo Nzali

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Theo Nzali

Theo Nzali

@theonzali620

Small/Mid-Cap Swing Trader 🚀 TA Breakdowns & Setups | Let's stack loot & compound gains are greater than bank CDs 💰 Entries, risks, & GL | DYOR, Not advice

Albuquerque, NM Katılım Temmuz 2016
110 Takip Edilen240 Takipçiler
Theo Nzali
Theo Nzali@theonzali620·
Elon is building a true tech conglomerate. $spcex just acquired Cursor for $60B-an AI coding powerhouse with strong, exploding recurring revenue (already $2B+ ARR and climbing fast). This reinforces the AI flywheel and helps justify SpaceX's massive post-IPO valuation ($2T–$2.9T range). Remember, Elon could eventually merge SpaceX & $tsla for even bigger synergies. Hoping to get a dip < $135 so i can buy in.
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Theo Nzali
Theo Nzali@theonzali620·
$amkr $tsmc and #amkor have just signed a 10 year advanced packaging deal in arizona. Going long here, hopefully we have nice dips, so i get the opportunity to average down. A year from now, this could be trading above $130. Bought in at $90.30. Goodluck
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Theo Nzali
Theo Nzali@theonzali620·
Thanks to @aleabitoreddit’s extensive research and posts on $AAOI, I’m restarting a position. About a year ago, even though I was already aware of the potential, I bought around $18 and sold at ~$24. Sad, isn’t it? This ticker still has a lot of room to run-perhars a 3x+ from here if you’re long-term bullish on it. I just opened an initial position at $175.26 and plan to DCA. GL everyone!
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Theo Nzali
Theo Nzali@theonzali620·
@growthrapidly Thanks and I'am "Paytiently" waiting, while hunting for more opportunities below $5.
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Joel
Joel@growthrapidly·
Which stock made you your first $1 million in profit? For me, it hasn’t happened yet. But I believe $HIMS has a real shot at being the one. 👀
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Theo Nzali
Theo Nzali@theonzali620·
@ojinsseu46982 No one can predict the future with certainty. That said, as long as management continues executing well and consistently delivering (or beating) their guidance, I'd be comfortable going long with a 1+ year horizon.
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Theo Nzali
Theo Nzali@theonzali620·
Great list of long-term investments adding $gcts to it won't hurst. $gcts Fabless 5G/4G chipset leader with proven LTE track record + proprietary multi-antenna/modem tech (120+ patents). Niche edge in cost-effective FWA, IoT, private nets & satellite-terrestrial convergence.
The Chairman's Ledger@ChairmansLedger

Portfolio update: What I own and why. $IREN: AI’s biggest bottleneck is power and compute. Exposure to both through real assets. $ONDS: Autonomous defense platform across stratosphere, air, land and sea. Defense, offense, counter-drone, one-way attack, and battlefield comms that keep assets connected when normal networks fail. Civilian and military use cases in one stack. $ASTS: Space-based D2D cellular network. Cell towers moving from the ground to orbit. Starlink biggest competitor. $RKLB: Launch and space infrastructure. FedEx of space. They deliver payloads to orbit and build a lot of the parts and logistics behind it. $AMPG: Amplified signal for defense, satellites, radar, 5G and electronic warfare. Small hardware sitting inside very important comms systems. $DGXX: Compute and energy optionality. Early, messy, but pointed directly at the AI infrastructure bottleneck. $KRKNF: One of the biggest sleepers I own. Underwater drones, sonar and naval robotics in a market with very few serious players. Feels like a monopoly in parts of the stack. $MRLN: Autonomous AI pilot OS for aviation. Regulated, hard to deploy and trust heavy. The moat isn’t just code. It’s approvals, integration, flight data and operational reliability. $SIVE: Silicon photonics and mmWave. Bandwidth, wireless, satellites, defense comms and the physical layer behind AI. $ASPI: High purity isotope and element separation for quantum, nuclear, medical and strategic supply chains. Not advice. These are my positions, not instructions.

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Theo Nzali
Theo Nzali@theonzali620·
@growthrapidly You should add $asts to that list. Probably within the next 9 years, perhaps sooner
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Joel
Joel@growthrapidly·
One of these stocks could shock the market over the next two decades: $HIMS $IREN $NOW $NBIS I believe a future trillion dollar company is somewhere on this list. Bookmark this.
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Theo Nzali
Theo Nzali@theonzali620·
@kevinxu You forgot what you wrote before "i dont ever tip."
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Kevin Xu
Kevin Xu@kevinxu·
i fully credit my net worth to never ordering a drink at the restaurant $8 for a poured out coke with ice is insane
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Theo Nzali
Theo Nzali@theonzali620·
@PMccrenshaw Unmm, let say they no longer have any setbacks and the full constellation was fully operational in q1 2033, and q2 and q3 they are bringing in revenues.
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Ducking Hell
Ducking Hell@PMccrenshaw·
@theonzali620 It depends. Is it the first day that ASTS has its full constellation up? Are they past the first 45 promised in 2025?
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Theo Nzali
Theo Nzali@theonzali620·
Let assume that we are 2033 asts full constellation is up and running. $asts vs $spceX - which one is a better investment ?
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Theo Nzali
Theo Nzali@theonzali620·
Africa rooted for Mexico over South Africa in the 2026 World Cup opener-and that should sting. When your neighbors cheer for another continent's team over yours, it's a referendum on how you've treated them. #Xenophobia has a price. Today it's football. Tomorrow it may be commerce, diplomacy, or something bigger. #VivaMéxico
Theo Nzali tweet media
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Theo Nzali
Theo Nzali@theonzali620·
The space sector just got crushed today: $soceX +24% $rklb -9.24% $asts -13.87% $rdw-9.78% $spce -30.80% $lunr -12.25% $pl -9.34% $fly -17.78% $sidu -15.04% While SpaceX rips on its oversubscribed IPO, the rest of the space stocks are bleeding. Institutions likely sold/reduced positions in these names to create liquidity and fund allocations into the massive SpaceX offering. Classic rotation play.
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Fred Krueger
Fred Krueger@dotkrueger·
There is a certain class of people who claim to be Bitcoiners who keep insisting the price must go lower and that it is never a good time to buy. These people have never held Bitcoin for long periods and never will. They have almost no conviction on the asset. It’s a good idea to mute them
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Theo Nzali
Theo Nzali@theonzali620·
I am adding to my oil stocks, this is why. No Europe deal this weekend despite Trump's claims. Iranians deny any tentative agreement, and threats to Musk's West Asia interests risk derailing the massive $spcex IPO. Once that cools off, expect escalation. Still holding $skyq $tpet $batl strong.
Theo Nzali@theonzali620

Just as i predicted, now the Strait of Hormuz is completely closed. The Houthis have already closed the Bab el-Mandeb one to all Israeli's vessels, perhaps they will indiscriminately close it to all vessels like Iran just did. Oil stocks will be printing $tpet $skyq, $batl $eonr

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Theo Nzali
Theo Nzali@theonzali620·
In anticipation of the SpaceX IPO, I bought $spce (@$6.40), $rdw (assuming that's what you meant), and $rklb (@$110) as proxy plays. Hoping they keep printing tomorrow.
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