Mike Moves

1.9K posts

Mike Moves banner
Mike Moves

Mike Moves

@MikeMoves_CCP

▫️Founder | SilverSpoon Ai ▫️ Investor | Carr Capital Partners ▫️ΑΦΑ ΔN ▫️Former Mainframe Systems Engineer at @Broadcom, @Fidelity, @McMasterCarr, and more

North Carolina เข้าร่วม Ağustos 2021
5.1K กำลังติดตาม852 ผู้ติดตาม
Mike Moves
Mike Moves@MikeMoves_CCP·
You can make a lot of money fading the casuals on X haha Use their emotional overreaction as a reverse indicator
English
0
0
0
55
Mike Moves
Mike Moves@MikeMoves_CCP·
The reaction to $AVGO earnings is confirmation that there are a bunch of casuals on X. Haha
English
0
0
0
184
Michael Hunt
Michael Hunt@Mike_Hunt_Sr·
did avgo announce bankruptcy or what
English
20
2
184
34.2K
Mike Moves รีทวีตแล้ว
Pharmdca
Pharmdca@Pharmdca·
$META next to make a big comeback.
English
2
2
45
5.8K
Mike Moves
Mike Moves@MikeMoves_CCP·
I see a lot of chatter about Hock Tan’s minor mix up on the call. Hock Tan is literally the best CEO that I have ever worked for. Broadcom is a well ran company that dominate in a lot of verticals beyond the AI headlines. He is NOT a leader to bet against. I don’t work at #AVGO anymore but I’m still very bullish on the company long term.
English
0
0
2
133
Mike Moves
Mike Moves@MikeMoves_CCP·
@gurgavin No Hock Tan slander will be tolerated. He is the best CEO I have ever worked for.
English
3
0
6
6.1K
GURGAVIN
GURGAVIN@gurgavin·
TODAY BROADCOM A $2 TRILLION DOLLAR COMPANY REPORTED Q2 2026 EARNINGS CEO OPENED THE CALL READING LAST YEAR’S Q2 2025 NUMBERS STOCK IS DOWN ~15% AFTER HOURS HOW DOES THIS HAPPEN AT A $2 TRILLION COMPANY $AVGO
GURGAVIN tweet media
English
124
85
1.6K
420.6K
Mike Moves
Mike Moves@MikeMoves_CCP·
$META and $AMZN are sleeping giants ready to go on a strong run. I’m well positioned (equity and leaps) in both.
English
1
0
1
296
Mike Moves รีทวีตแล้ว
Wall St Engine
Wall St Engine@wallstengine·
$META is starting to sell businesses access to Meta Business Agent, its AI customer-service agent for WhatsApp, Messenger, and Instagram, per Bloomberg. Larger businesses will pay based on token usage, while smaller businesses will access it through Meta’s business subscription offerings. Meta previously offered AI agents for customer interactions, but this is the first time it is charging businesses for the product. The agent is mainly for customer chats now, with future plans for tasks like market research, product insights, and calendar management.
Wall St Engine tweet media
English
9
41
356
36.5K
Mike Moves รีทวีตแล้ว
Shay Boloor
Shay Boloor@StockSavvyShay·
$META launched Business Agent across WhatsApp, Instagram and Messenger with more than 1M businesses already using the product. Meta is also rolling out an enterprise platform with $SHOP and $SE Shopee integrations with paid plans expected in coming months.
Shay Boloor tweet mediaShay Boloor tweet media
English
59
118
1.2K
166.4K
Vivek Sen
Vivek Sen@Vivek4real_·
ROBERT KIYOSAKI WARNED THERE’S AN AI BUBBLE AND SAID IT COULD TRIGGER THE BIGGEST FINANCIAL CRASH IN HISTORY WITHIN THE NEXT 3–4 MONTHS.
English
81
60
313
50.4K
Mike Moves รีทวีตแล้ว
Xavier MacDuff
Xavier MacDuff@xvrmdf·
I really don't get the investment case with $META. What is all their AI spend for, exactly? At Alphabet it's for Gemini, Google Cloud; at Amazon to serve customers at AWS? What is Meta doing?
Oguz Erkan@oguzerkan

$META now is $GOOG in 2024. $GOOG was sold down to 18x fwd earnings in 2024. It’s doubled since then. $META has also been sold down to 18x fwd earnings because the market doesn’t think it’ll be able to generate ROI on its AI capex. I think it’ll play out similarly to $GOOG.

English
156
11
399
303K
Mike Moves
Mike Moves@MikeMoves_CCP·
Officially out of $EOSE for now. I’ll revisit this at a later time. Reallocated the capital to higher conviction plays
English
0
0
0
434
Mike Moves รีทวีตแล้ว
Wall St Engine
Wall St Engine@wallstengine·
$TE agreed to acquire KORE Power for ~$32M, giving T1 Energy an entry point into battery storage and AI data center infrastructure. The deal centers on KORE’s NRI division, which designs and operates utility-scale battery energy storage systems and has deployed ~1,100 projects globally. T1 expects the acquisition to be EBITDA-positive in 2026 and contribute $15M-$20M of EBITDA in 2027.
Wall St Engine tweet media
English
14
56
538
86.8K
Mike Moves
Mike Moves@MikeMoves_CCP·
@marcuslemonis Chicago, Illinois (908 W North Ave in the Lincoln Park neighborhood)
English
0
0
4
652
Mike Moves
Mike Moves@MikeMoves_CCP·
@semager Check screenshot. It’s how Robinhood refers to it outside of market hours.
English
0
0
0
6
Mike Moves
Mike Moves@MikeMoves_CCP·
$NOW up over 8% in 24 hour market. 🚀 I definitely sold my calls too soon; glad I kept all the equity though lol
Mike Moves tweet media
English
2
0
1
522
Mike Moves รีทวีตแล้ว
netprofit
netprofit@netprofitpro·
$NOW was at $200 11 months ago... Today it's at $135 Still got a long way to go BABY📈🦅 Time is $NOW
netprofit tweet medianetprofit tweet media
English
4
8
371
24.5K
Mike Moves
Mike Moves@MikeMoves_CCP·
$META is a great risk/reward play at these levels. Every day I realize I don’t own enough of it. Less than a year ago investors were panicking over a one-time tax charge and rising AI spend. Today the market is realizing those investments are strengthening an already dominant business. $META is a sleeping giant, but as soon as a strong catalyst arrives, Meta will RUN!! The best opportunities await in the shadows while Wall Street is distracted by other names.
English
0
0
1
181