ValuePig

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ValuePig

ValuePig

@valuepig

growth at value investor & dev $Vpig meme coin. trading algo and analysis tool dev.

California Katılım Ocak 2009
444 Takip Edilen563 Takipçiler
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ValuePig
ValuePig@valuepig·
Community asked me to share ca: 7qSHA6KYqV3SNatP6xcYgi96TvvX2ubcwdrZsoa3pump
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ValuePig
ValuePig@valuepig·
#aapl $aapl and what a cheap bottom looks like, youd be surprised how many like this you can find even now
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SG@stockgutter·
$KSPI skyrocketing on news of Tencent stake. I'm long.
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ValuePig@valuepig·
$intc owns ~88% of $Mbly
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ValuePig@valuepig·
$intc has had quite the run after holding near tangible book value : 18$ to now 65$
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ValuePig@valuepig·
$intc earned as much as 4.94 per share in 2020
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ValuePig@valuepig·
current eps expectations from analysts. Intel is returning to its old earning power peak of 4 ish eps.
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ValuePig@valuepig·
10-year growth case: Continued ADAS leadership + content increases per vehicle, plus physical AI expansion. Revenue CAGR estimates around 18% annually with a strong $24B+ pipeline. Positioned for multi-year compounding if execution holds.
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ValuePig@valuepig·
$MBLY's Mentee acquisition positions them in physical AI / humanoid robotics. Leveraging EyeQ tech for context-aware, safe robots alongside their ADAS leadership. Early days, but broadens the addressable market meaningfully.
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ValuePig@valuepig·
$MBLY at ~3.3 price-to-sales. Down sharply from its $47 ATH. Fresh Berenberg Buy initiation highlights their dominant position in camera-based ADAS. Solid pipeline and tech moat intact. Worth watching on this dip. 📉➡️
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ValuePig@valuepig·
growth stock investing
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ValuePig
ValuePig@valuepig·
growth stocks hunting:
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ValuePig
ValuePig@valuepig·
🤯
Hanzo ㊗️@DeFi_Hanzo

🚨 SILVER WILL GO TO $300/OZ The math is simple. > Banks are shorting silver for $4.4B. > Industrial demand consumes 60% of the annual supply already. These banks need 5.5 years of EVERY ounce mined on Earth just to cover. There's no way out. They can't cover without buying every ounce mined for over five years. But solar panels, electronics, and industrial uses aren't stopping. That silver is already spoken for. Which means these shorts are PERMANENTLY stuck. Every covering attempt pushes physical prices higher. > Higher prices make the remaining position more expensive. > More expensive positions create urgency to cover. > More urgency pushes prices even higher. It's a structural doom loop. CME keeps hiking margins to shake out longs. BofA and Citi keep suppressing paper prices on COMEX. But none of that creates physical metal. The moment large buyers demand actual delivery, the system breaks. Because the metal backing those paper contracts doesn't exist. COMEX will eventually invoke force majeure. Cash settlement only. But physical silver will be trading at completely different levels by then This is why silver only goes up from here. Not because of inflation or speculation. Because the short position is mathematically impossible to close, and real supply is genuinely limited. They're defending paper prices at $92 through margin hikes and forced liquidations. But physical premiums keep climbing. Delivery times keep extending. The bifurcation is already happening. You can manipulate paper prices temporarily. You can't manipulate a physical supply that doesn't exist. There's no scenario where they cover these positions at current prices. Price has to rise until either new supply appears or shorts capitulate. Neither is happening at these levels. Silver's not a trade anymore. It's trapped capital searching for an exit that doesn't exist. And that creates persistent upward pressure regardless of what paper markets show.

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ValuePig
ValuePig@valuepig·
7qSHA6KYqV3SNatP6xcYgi96TvvX2ubcwdrZsoa3pump
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ValuePig
ValuePig@valuepig·
Buying more $vpig since #solana is rising…
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