Wayne Liang

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Wayne Liang

Wayne Liang

@wliang

Asymmetric trader. Use my Indicators: https://t.co/r8G8UwUxO6

Not Financial Advice Katılım Nisan 2022
360 Takip Edilen138.8K Takipçiler
Wayne Liang
Wayne Liang@wliang·
$SKHY is up 27% today, and $MU rose with it. Turns out giving U.S investors a direct HBM play doesn't cap $MU. It lifts the entire memory group by eliminating the "Korea discount." The MC ceiling is going to rocket for everyone. I guess the overhang just became a tailwind? And remember, HBM is still sold out through 2027.
Wayne Liang tweet media
Wayne Liang@wliang

A common misconception is that mega caps don't deliver multi-baggers... Unless you followed my calls on: $MU from ~$118 to $1,000+ (~9x) $INTC from ~$25 to $130+ (~5x) $SNDK from ~$500 to ~$2,000+ (~4x) $AMD from ~$200 to $500+ (~2.5x) You just have to be early on the thesis before the consensus catches up. Whether it's small cap asymmetric swings or large cap long-term holds, I'll always share my notable finds and theses with you guys!

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Wayne Liang
Wayne Liang@wliang·
Entire neocloud sector is reacting poorly to NY’s moratorium... Except it doesn’t actually affect any of the The only name it even brushes is $WULF, a pause on any potential expansions, not existing operations. New York isn't where the AI buildout is happening. It’s North Carolina, Texas, and other states, or all the way in Europe and Canada. Anyway, haven’t sold a single share, and personally bought more $WYFI at these levels. Gotta love buying on illogical selloffs.
Wayne Liang tweet media
Wayne Liang@wliang

Despite CPI coming in cooler than expected, it seems like the market is still uncertain about AI infra/neocloud? $WULF is lower than before its deal with Anthropic. Just watched $CLSK nearly roundtrip its first HPC deal, which never happens. Seems like this sector-wide pullback is a no-brainer buying opportunity...

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Wayne Liang
Wayne Liang@wliang·
@ROIRecruiter Odd, because neoclouds aren't affected by NY state-wide ban. Maybe WULF for expansion reasons, not operating reasons... but has nothing to do with others.
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Matt
Matt@ROIRecruiter·
@wliang Looks like the New York State news is raining on the parade
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Wayne Liang
Wayne Liang@wliang·
@sunxliao Bears aren’t going to like this incoming rally…
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Wayne Liang
Wayne Liang@wliang·
Reminder that my $WYFI avg isn't that much lower than this. Actively looking to buy on pullbacks as well, which'll push me higher. Betting on the upcoming catalysts, with a pretty high likelihood we hit the initial target of ~$60. Pay attention. Doesn't matter if it's a $CBRS or Nscale expansion, or something completely new, if news comes out, this'll move fast. For those that have less risk tolerance, it's an easy trade invalidation if we close below the marked zone.
Wayne Liang tweet mediaWayne Liang tweet media
Wayne Liang@wliang

Full transparency, I’m holding 86,000 shares of $WYFI at ~$34.5 average. Actively looking to add on pullbacks to hover near ~100,000 shares. IMO retail is starting to realize what $META did… $NBIS should not have sold off like that. $WULF / Anthropic validated the entire neocloud thesis and it doesn’t seem like the market has properly priced it in. There’s a reason institutions swooped in and picked up shares instantly after the selloff began. As usual, I will add/sell as I see fit.

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Sun Liao
Sun Liao@sunxliao·
June CPI just came in ice cold... 🧊 The next few weeks are going to be one of the cleanest windows to be a bull IMO. Headline CPI at 3.5% versus expectations of 3.8% (prior 4.2%). Core CPI at 2.6% versus 2.8%. Month over month CPI dropped 0.4%, the biggest monthly decline in a VERY long time (since like 2020). Bears spent the last few years screaming that inflation is stuck. Sticky services. Shelter costs. Wage pressure. Every quarter another reason the Fed cannot cut. Every quarter another “higher for longer” narrative. Core CPI at 2.6% is now within touching distance of the Fed’s 2% target. Exact data they need to see. Stars aligning... AI bull market top isn't in.
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Wayne Liang
Wayne Liang@wliang·
$CLSK just became an official HPC company, not a speculative one. 20-year infrastructure deal signed today with a high-investment-grade global tech company. Very happy to see this. Since last year, $CLSK was priced as "miner that might pivot to HPC." Solid tailwind for the whole sector. Expecting $NBIS, $IREN, $CIFR, $WULF, $WGMI ETF, and more to benefit. (And most definitely $WYFI, my favorite neocloud name at the moment. Risk/reward here is extremely appealing) Impeccable timing with CPI reports coming in cooler than expected.
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Wayne Liang
Wayne Liang@wliang·
CPI tomorrow (reports pre-market) could send us into an aggressive rally. Position accordingly.
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The Long Investor
The Long Investor@TheLongInvest·
$WYFI to $45 in less than 7 days. Save it.
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Wayne Liang
Wayne Liang@wliang·
@sunxliao Flipping previous resistance into support. That’s what we like to see. 🚀
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Sun Liao
Sun Liao@sunxliao·
$WYFI expecting a perfect retest and bounce, if this continues to hold. The 4H gold zone has been respected so many times I lost count... To figure out what timeframe to focus on, I like to zoom out and see how the ticker has previously reacted to support and resistance (like the gold zone). Most growth tickers respect the 4H. If not... gotta look at 1H, 1D, and 1W. Bullish above the gold (risk on). Bearish below the gold (risk off). For me at least... TA gets rid of FOMO.
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Sun Liao@sunxliao

I freely share trade ideas on X, hoping some of you make life changing money: $AMD at $96.65 (flew ~505%) $AMPG at $3.66 (flew ~176%) $ASTS at $28.61 (flew ~368%) $AXTI at $19.40 (flew ~638%) $BOT at $21.00 (flew ~131%) $CIFR at $3.15 (flew ~856%) $DGXX at $2.33 (flew ~295%) $IREN at $7.52 (flew ~840%) $KEEL / $BITF at $1.05 (flew ~601%) $MU at $92.96 (flew ~1254%) $NBIS at $39.12 (flew ~667%) $NUAI at $1.85 (flew ~295%) $ONDS at $0.71 (flew ~2055%) $OPEN at $0.90 (flew ~1106%) $OUST at $28.00 (flew ~127%) $PENG at $44.13 (flew ~104%) $PL at $12.94 (flew ~300%) $QBTS at $9.50 (flew ~232%) $RDW at $7.67 (flew ~247%) $RKLB at $30.57 (flew ~394%) $SATL at $2.40 (flew ~400%) $SIDU at $2.20 (flew ~208%) $SLNH at $0.67 (flew ~669%) $SNDK at $665.24 (flew ~253%) $WULF at $3.53 (flew ~744%) NFA. I like $WYFI now (for those asking). Pay attention... I post charts 24/7. 🫡

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Wayne Liang
Wayne Liang@wliang·
Nscale's UK site just got delayed... no grid power until after 2027. Meanwhile their NC-1 capacity with $WYFI is already powered and billing. Grid is the bottleneck, and $WYFI is clearly the solution. Looking a lot more valuable to Nscale right about now...
Wayne Liang tweet media
Wayne Liang@wliang

I just posted about $WYFI's inference edge, forgot to share the news from yesterday, confirming everything. $WYFI just tested their cross-data-center tech (Project Redwood) and hit 111.2 Tbps over 83km of dark fiber... at 0.9ms latency, within 8% of the physical speed limit of light through fiber. In short, it means two separate data centers running as ONE logical GPU supercluster. This is the low-latency, distributed inference capability I was talking about. It just went from a slide to a proven result, patents filed, and commercial launch still on track for Q3. Built with DriveNets (powers AT&T, Comcast) and WEKA. Applications include distirbuted inference, edge, and sovereign AI. I absolutely love it when our thesis keeps getting validated.

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Wayne Liang
Wayne Liang@wliang·
I stand by my thoughts on $SPCX.
Wayne Liang tweet media
Wayne Liang@wliang

$SPCX is undoubtedly a solid long-term play. Never bet against Elon. But like most IPOs, we can expect the initial hype to fade. I’d say 6-8 months before $SPCX finds its actual bottom. Personally not buying $SPCX for a few months, but I’m almost certain this’ll be my largest position in the coming years. Very interesting day for $RKLB as well, as the only direct proxy to $SPCX. All eyes on the space theme today.

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Wayne Liang
Wayne Liang@wliang·
Very odd on a red day, but we just got a 1D buy-signal on $WYFI. Perhaps the algo is detecting something we aren't...
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Wayne Liang
Wayne Liang@wliang·
Buying quality companies at a discount is one of the fastest ways to build real wealth. The hard part isn't finding them, it's having the conviction to buy when everyone else is scared.
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Wayne Liang
Wayne Liang@wliang·
Always funny seeing comments asking if $WYFI is too far gone to join in, up 40% in a month, etc. Reminds me of when I called $MU at ~$118. Got the same reaction. "Already ran." "Missed it." “Should’ve gotten in at $75..” Then $MU proceeded to 10x from there. When you understand what they're building, and the fact that their backlog is nearly the size of their entire market cap, you’ll understand we’re still early.
Unordinary Flow@UnordinaryFlow

@wliang Bro are we too late to join? I ve made alot of your trades you think this can go to highs again?

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Keşfet

@Prima_Portfolio @ROIRecruiter @sunxliao @stocks4545 @TheLongInvest @elonmusk @BarackObama @taylorswift13