Arkham

366 posts

Arkham

Arkham

@ArkhamInvests

Entrou em Nisan 2026
52 Seguindo45 Seguidores
Prof
Prof@TheProfInvestor·
@aleabitoreddit Anyone who full ports on any stock is dumb period. They should learn position sizing.
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Serenity
Serenity@aleabitoreddit·
I have high conviction that majority/full port $IREN investors are the dumbest people you’ll meet in this world.
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Arkham
Arkham@ArkhamInvests·
@__Con_ Should be at $200 minimum
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Con
Con@__Con_·
@ArkhamInvests Fr Nio, baba, xpev, send all the China stocks
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Con
Con@__Con_·
I still think the China thesis is playing out. $BABA might be the next stock in the thesis. Just finished its ABC wave lower (in a larger wave 4 retracement). It's time to send higher now. Soon...
Con tweet media
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RonnieV
RonnieV@TheRonnieVShow·
This kind of stuff will make you want to chase... $AMD Weekly "Bull Trigger" then BOOM... + 25% Move Semis are so HOTT.
RonnieV tweet media
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Arkham
Arkham@ArkhamInvests·
@Fickifacki123 @BlackPantherCap @daniel_koss I got blocked for saying his framing of using all time charts as a rationale for which investment is better today is ridiculous. I guess we only want echo chambers on this app
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Anders
Anders@Fickifacki123·
@BlackPantherCap @daniel_koss He is a serial blocker in this infantile $Iren vs $Nbis clown show. So i thought this was directed at him
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Black Panther Capital
Black Panther Capital@BlackPantherCap·
Seriously. Stop. The $IREN vs $NBIS debate is getting embarrassing. A few things worth saying out loud: 1. A stock is not a religion. Marry a thesis, until it’s broken. Not a ticker. If you can’t separate your ego from a position you shouldn’t be managing money. 2. Blocking people over a stock discussion is a red flag. Not for the person who got blocked. For the person doing the blocking. It happened today to me from a ‘legend’ with a big following. That’s not investing. That’s insecurity in public. 3. Learn to read behavior, not just charts. How someone responds to pushback on their positions tells you everything. → Can’t handle disagreement? Real conviction welcomes pushback. Hope doesn’t.​​​​​​​​​​​​​​​​ A well-developed thesis can withstand pushback. You can explain why you own it, address the bear case, and still hold your position without getting emotional. → Attacks instead of engages? Emotionally reactive. → Blocks instead of responds? Not as confident as they appear. The market will humble every single one of us eventually. The investors who last are the ones who stay curious, not defensive. Study the person behind the post. It’ll save you from following the wrong people into the wrong trades. The ones who block, attack, and defend tickers like religions? 3 possibilities: → The thesis isn’t there yet. → Their brain hasn’t fully developed yet. → The emotional maturity isn’t there yet. Either way, not someone you want managing your money mindset. -BP Not financial advice.
Black Panther Capital tweet media
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Arkham
Arkham@ArkhamInvests·
@growthrapidly Unfortunately some people on this app spread misinformation about how ATMs work so people have missed out on free money buying in the 30s
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Joel
Joel@growthrapidly·
$IREN is still trading at $50 despite massive AI/ data center demand. If this is not one of the best discounts on one of the best AI infrastructure companies in the world, I don't know what is.
Joel tweet media
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Serge
Serge@Sergeant991·
@mind1nvestor yea idk about that, couple months ago people on X were saying $AMD will fill the gap at $150-160 but didn't happen and it the stock is flying now. I think the bottom is in for $ZETA at 14.50 area, that was the reversal zone. Earnings in 4 trading days.
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Mind Investor
Mind Investor@mind1nvestor·
$ZETA Most people are getting this wrong right now. Price has been moving in a 3 wave structure for the past 8 months, a clear sign of a corrective phase, not a real trend. This is where most investors lose money, they simply can’t wait. Patience is what separates positioning from guessing.
Mind Investor tweet media
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DVB
DVB@DeepValueBagger·
@fin_anthro There's a price on peace of mind. Plus interest rate, the way mortgage work, 90% is paid for the first few years.. so expenses will be $150k-$200K just on interests. I buy it to live, so if i feel i have good value, it's fine. I don't worry much about market price.
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DVB
DVB@DeepValueBagger·
More to nice things, the reason I went aggressive on my investments is because I wanted to live a 2m+ waterfront house. I asked my wife, a realtor, to start booking tours. The purchase will be done in fully cash. I want that peace of mind not having a mortgage over my head esp with some of my concentrated positions. At some point I want to take easy and rotate some to index & chill. (I know many you guys here are expert geo-detectives so I have to be super careful about what I share - more to come)
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Arkham
Arkham@ArkhamInvests·
@DeepValueBagger Why would you not want a mortgage if you get the interest rate to 4%~?
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JasontheGreat
JasontheGreat@jason334990·
@na_option The entire conversation during the earnings call should have been around robotaxi and not future optimus and terafab talks. Literally no new details about the robotaxi rollout...
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Tezlar
Tezlar@na_option·
Company’s that hit ATH recently: • $AAPL • $AMZN • $NVDA Company’s that are nowhere near ATH • $TSLA
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Marcos Milla
Marcos Milla@MarcosMillaYT·
4 Stocks that have a high chance of reaching a $10 Trillion Valuation in the next 10 years… 1) NVIDIA $NVDA 2) SpaceX (IPO Pending) 3) OpenAI (IPO Pending) 4) Anthropic (IPO Pending)
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Halal Investor
Halal Investor@_HalalTrader_·
$MU If you understood the memory bottleneck, you'd see how ridiculous is a 5 fwd PE on Micron. Compare that to another cyclical $INTC that trades at 50+ fwd PE. A rerate to at least 15 will take $MU to $1500, not accounting for rising memory costs. SemiAnalysis is expecting DRAM and NAND prices to double or triple from here.
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Arkham
Arkham@ArkhamInvests·
@TradexWhisperer Where was this when I needed it, now I am working double shifts at Wendy’s
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Trade Whisperer
Trade Whisperer@TradexWhisperer·
$CAR The PINK candle told the story before it happened. Not after. Not during. Before. Your only regret? Not having a system this sound and this simple. Get 300+ charts daily. Try it free: patreon.com/posts/master-m…
Trade Whisperer tweet media
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Arkham
Arkham@ArkhamInvests·
@__Con_ I’m interested but have too many positions in this account, this is an add for my new one
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Con
Con@__Con_·
Why is nobody talking about $CELH (Celsius) here?
Con tweet media
Con@__Con_

2026 is giving you the best buying opportunities. So let's take a review at this niche stock. The fundamentals are insane: < Premium functional energy + wellness drinks dominating the “better-for-you” category (zero-sugar, vitamins, amino acids, no junk) < Massive distribution scale unlocked via PepsiCo network + Alani Nu + Rockstar acquisitions turning it into a true beverage platform < Transitioning from single-brand rocket ship to diversified category captain with women’s wellness, core Celsius, and Rockstar synergies < Major margin expansion kicking in H2 2026 as integration costs roll off (gross margins recovering to low-50s) < Explosive U.S. shelf-space gains + huge international runway still in front of them < Category tailwinds on steroids: health-conscious consumers dumping sugar drinks for Celsius/Alani every single day < Gross profit -> up crazy, Total revenue -> up crazy, Net income -> down (due to high spending), but I think this is a simple case for a company that wants to grow. They're nearly 3x the revenue and a far stronger, scaled business… yet trading at basically the same levels as pre-acquisition 2023-2024. All when people have started to care about their health. And while they're hitting technical support: - just finished its C wave into support. - big inverse head and shoulders - while the whole market is bottoming Something seems undervalued here. Yeah, send $CELH higher...

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Arkham
Arkham@ArkhamInvests·
@TheProfInvestor Until Dan says “no deal yet” and we back at $40.
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Prof
Prof@TheProfInvestor·
Starting to believe that $IREN might have better medium term upside vs $NBIS I own both. $NBIS from sub 100 Took home $IREN this week.
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Jacob Moreno
Jacob Moreno@jacob_moreno_·
If the #Sixers were to win this series, they had to pull it off tonight. Little things like second-chance opportunities, center instability, VJ missing all seven threes, Grimes going MIA, all add up.
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