ai ben hig

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ai ben hig

ai ben hig

@tweakdbentweets

Florida Gators, Philadelphia 76ers, Crypto, Stocks, Call of Duty, & Memes

Tennessee, USA Katılım Ocak 2025
195 Takip Edilen155 Takipçiler
Kalshi Crypto
Kalshi Crypto@Kalshi_Crypto·
BREAKING: 85% chance Bitcoin hits $75,000 before $100,000
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ai ben hig
ai ben hig@tweakdbentweets·
@pepemoonboy Ive enjoyed this account for these reasons exactly. Win or lose, all documented with conviction — respect 👊 (mostly wins though so congrats man thats awesome)
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Pepe Invests
Pepe Invests@pepemoonboy·
I don’t pretend to think I am the best investor/trader on this app. I’m decent, sure, but far from the best. But that’s not why I created this account... If you want to see someone transparently document their entire journey to financial freedom, then give me a follow. In 2026 alone I’ve analyzed multiple big winners before anyone else was really covering them: $FLEX, $CRWD, $NBIS, $AMKR, $PLAB, $ASX, $FN, $CLS, and $ONTO. My goal is to be as genuine and honest as possible, document my wins AND losses…in the hopes that you learn from my mistakes and ultimately accelerate your own journey to financial freedom. Ride with me!
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Kalshi
Kalshi@Kalshi·
BREAKING: Trump says stock market will go "through the roof" when war ends
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ai ben hig
ai ben hig@tweakdbentweets·
@CastilloTrading Besides EFT, it is always a sell the news event for crypto. This will be the same
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Castillo Trading
Castillo Trading@CastilloTrading·
Saylor is bidding $BTC while Coinbase is nuking $BTC all before the Clarity Act is supposedly going to pass. What am I missing? Sell the news event? Can’t get a pulse.
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ai ben hig@tweakdbentweets·
@FredWick7 I mean, is this not just gonna be a sell the news event? When has positive “crypto” news ever yielded immediate higher prices lol
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Fred Wick
Fred Wick@FredWick7·
The actual announcement of the Clarity Act imo will be a sell the news event.
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Sleeper76ers
Sleeper76ers@sleeper76ers·
Joel Embiid called this season a “success” for himself health-wise despite its ending: “I came into this year not knowing where I’d be, how long I was going to play, if I was even going to be able to play… I came in hoping for the best.” 🙌 (h/t @DerekBodnerNBA)
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ai ben hig
ai ben hig@tweakdbentweets·
When you come play basketball for the Philadelphia 76ers, all NBA rebounding badges are stripped from your build #76ers
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Buzz
Buzz@dan_wilson4·
Only the Sixers could get everyone to hate them again 6 days after completing a 3-1 Celtics comeback. Impressive stuff, you have to tip your cap at some point.
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Pepe Invests
Pepe Invests@pepemoonboy·
@aleabitoreddit Agreed. Reddit and X are the only two real community social media apps out there that people enjoy using.
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Serenity
Serenity@aleabitoreddit·
I still think $RDDT is one of the few non-AI names that is extremely compelling. Just by how fast they’re growing + true profitability post-earnings. Honestly still not sure why they’re underperforming the market…
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Shams Charania
Shams Charania@ShamsCharania·
Just in: Philadelphia 76ers star Joel Embiid has been ruled out for Game 2 tonight against the New York Knicks due to ankle and hip injuries, sources tell ESPN.
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ai ben hig
ai ben hig@tweakdbentweets·
@pepemoonboy New script, wait for the second screenshot to take profits lol
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Pepe Invests
Pepe Invests@pepemoonboy·
$FLEX Q4 FY26 just dropped and the stock ripped 19% after hours. This is one of the most insane ER’s I’ve seen the past few months… Here is why: 1. Massive top line beat. Revenue came in at $7.48B vs $6.96B consensus. That is a $520M beat, the biggest of FY26 and accelerating, not pulling forward. 2. Earnings beat too. Adjusted EPS $0.93 vs $0.86 consensus. Up 27% year over year. GAAP EPS $0.67 (charges below the line, mostly spin related and restructuring). 3. Record margins. Q4 adjusted operating margin hit 6.7%. That is the 6th straight quarter at or above 6%. Three years ago this was a 4% margin business. 4. Full year was a flex. FY26 revenue $27.9B (+8% YoY), adjusted EPS $3.30 (+24.5% YoY), record 6.3% adjusted op margin, $1.06B free cash flow. 5. The bombshell. Flex is spinning off the Cloud and Power Infrastructure segment into a standalone publicly traded company. Tax free to shareholders, board unanimous, target close Q1 calendar 2027. On the spin date (target Q1 calendar 2027), Flex distributes shares of SpinCo to existing Flex shareholders pro rata. You do nothing. You wake up one morning and instead of owning just $FLEX, you own two tickers in your brokerage account: $FLEX (RemainCo, the diversified manufacturer) and $SpinCo (the AI data center power and cooling business). 6. CEO is going with the spin. Revathi Advaithi becomes CEO of SpinCo. Michael Hartung takes over as Flex CEO. When the CEO leaves the bigger entity to run the smaller one, that tells you exactly where the value is. 7. SpinCo growth profile is wild. Targeting 65-75% revenue growth in FY27 and 80%+ in FY28. This is the AI data center power, cooling, and integrated infrastructure business. Think Vertiv, but trapped inside an EMS multiple today. 8. FY27 guide reset the entire model. Revenue $32.3B to $33.8B (+18% midpoint). Adjusted EPS $4.21 to $4.51 (+32% midpoint). Adj op margin 7.0 to 7.1%. And this guide explicitly excludes the spin. 9. Sell side is wildly behind. Pre print consensus price target was $69.71. Stock closed at $96.45 and printed $115 after hours. The Street has to chase tomorrow. 10. SOTP math is the story. RemainCo throws off $1B+ FCF a year and grows low to mid single digits. SpinCo growing 65 to 80% should trade like Vertiv at 5 to 7x sales. Combined SOTP pencils to $58B to $95B vs current $42B post AH cap. That is the trade. Bottom line. Flex just told the market it is two companies, not one. One is a durable cash generator. The other is a critical AI infrastructure pure play growing 70%+. The conglomerate discount is closing in real time. Earnings call tomorrow at 8:30 AM ET. The number to watch is SpinCo standalone P&L. That is the disclosure that rebuilds every model on the Street. Not financial advice. Do your own research and run your own numbers.
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Pepe Invests@pepemoonboy

I think I found a gem that no one is talking about yet. Everyone on FinX talks about the same stocks, but every now and then a gem that no one has heard of pops up. The company I'm talking about is Flex Ltd., ticker symbol $FLEX. 🧵 Why $FLEX might be an undervalued stock in the AI infrastructure space right now. A thread.

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Liberty Ballers
Liberty Ballers@Liberty_Ballers·
Serious candidate for most impressive Sixers stat of the night: Adem Bona with 5 fouls in 3:47 on the floor.
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Star Wars Daily
Star Wars Daily@StarWarsDaily_·
May the 4th be with you!
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Sixers Nation
Sixers Nation@PHLSixersNation·
It's not like Brunson is getting super wide open looks. He's a great player, he's going to get his. Limit everyone else. When the Sixers won in MSG in January, Brunson had 31.
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NBACentel
NBACentel@TheNBACentel·
Knicks fans started the game chanting “FU**K EMBIID.” 💀
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