Dan Wilder | Stock Trader 📈

@ParikPatelCFA Oh no they fixed it!

All three of them look pretty close to flipping to a new bull cycle, from their current bear cycles. $V and $AXP are right around the fair value band and buying pressure is good in the last few weeks. $MA is a bit further behind the fair value band but also has good buying pressure recently. All three are worth a watch but all three could reject near this fair value band.

Watch credit card companies. American Express $AXP Mastercard $MA Visa $V I am bullish on all of them.

@asklivermore I would say that while stocks are in a bull cycle (making higher highs) then don't sell, add at pull backs. But when they flip to bear cycles (making lower lows) then you shouldn't be in them anymore. Just tying up capital and losing money.

My dear followers. Never sell your WINNERS fully like $MU, $NVDA, $SNDK, $NBIS, $CRWV, etc. Remember, winners keep winning. They will be included into major indices like $SPY, $QQQ, etc. What does this mean? This means that MILLIONS of passive investors continue to pour money into your WINNERS every single paycheck. Do NOT be scared of the markets. CHANGE your mentality. You will be RICH with me in the future.

@jimcramer You work quickly friend

SpaceX thrown back= negative yardage??

@TheRonnieVShow Top comment from the original post. Fun I told you so here, and proof what a wild year we have had pulling 2-5 year gains in 6 months.

The best Christmas Gift I gave you so far this year wasn't $OSCR or $ZETA... It was $NBIS +208% since this post where people called me crazy...yet again.

@StockSavvyShay I was really excited about the current setup on $CRWV but after @jimcramer talking positively now I wonder.. More chop ahead possibly.

Jim Cramer says $CRWV could play a role in orbital data centers if AI compute eventually moves to space. He said CoreWeave has one of the best handles on building data centers quickly making it a name to watch if the space-compute thesis becomes real.

@elonmusk What a game change that is, no wonder $NFLX stock is in the toilet. In a couple of years we won't need any of these streaming services anymore. At least not at the price they command today.

Full movies by the end of this year

$tsla a pice of shit again today.

@surfranchvibes @elonmusk

Any day now I expect $TSLA and @elonmusk to give us a catalyst

@jimcramer Now he's said it can't go up a bunch, and that it will go up a bunch all in the same morning. You got it covered!

I clock SpaceX going up one point per hour

@jimcramer Definitely not $SPCX - hater Probably $NVDA - more chop (thanks)

Sign up now for our club talk at noon (CNBC Investing Club) and hear which is my favorite stock to buy right now.

@aleabitoreddit Another $SIVE and $AAOI bullish post. That is reassuring.

Trendforce reports that $AMD is actively trying to secure CW laser supply with multiple major procurement orders... Is probably just the start of the bottleneck? There's not much independent capacity in Western supply chains left other than $SIVE or $AAOI and maybe Macom. Especially after Lumentum/Coherent got locked up with multi-year agreements with Nvidia. (disclosure, own Sive and aaoi) Lumentum is already CW laser constrained and is likely buying off Japanese companies like Sumitomo/Furukawa if I had to guess per ER, and those are probably running at max capacity. From the Trendforce report, this is: "to ensure that its future capacity will not be constrained by NVIDIA and other major Cloud Service Providers (CSPs)." I wouldn't be surprised if other hyperscalers like Amazon, Microsoft, and others saw Nvidia / AMD signing LTAs, and are trying to secure capacity next. A lot of it is game theory on not getting choked out by competitors, and looks like AMD is tipping the first domino after Nvidia. But my opinion is that this just goes and show how invaluable this CW laser chokepoint is and the companies are inside it.

@unusual_whales Really you don't say.. you mean they didn't think a few billion in revenue was worth almost 3 trillion in valuation? That it might have been Musk?

Jim Cramer has said SpaceX investors aren't buying earnings, they're buying Elon Musk

@unusual_whales I doubt this, AI has the backing of the largest most successful and profitable companies leading the way here.

AI credit markets at risk of ‘violent’ correction, Man Group has said

@WealthMechanic1 Well I wouldn't try to sell the bottom. It is possible that this is it, but even a little more pain will likely lead to a rally soon, you would hate to miss the recovery. I wouldn't be buying in myself here but I wouldn't want to lose my position if I had it.

My Bitcoin position is down 28%. My index funds are up 40-57%. Should I sell the Bitcoin and go all in on index funds? Genuinely curious what you'd do.

I wonder how much gas prices were baked into the "expected" number. Great to see the consumer resilience though, that should help us today.

@NoLimitGains A magical rate cut to please Trump would have a huge impact on the market. So would a surprise increase out of nowhere. But really, we know the answer already is no change.

FOMC today. The decision does not really matter. What matters is what Warsh says.

@BoBbyPleWniaK Very cool strategy. Nice to have the capital to pull those kind of moves off like that.

SpaceX $SPCX Investment Timeline So Far Thursday June 11th: Changed my Fidelity allocation from 2,000 shares down to 500 right before the cutoff. Friday June 12th: Got filled on 400 shares. Monday June 15th: Watched the stock keep climbing. Tuesday: Sold calls shortly after the open. IV was spiked and premiums were juicy. I targeted the Jan 2028 300 strikes and got 69 points. That’s roughly 40% of my initial investment collected in premium with still 40%+ upside left. Happy with that kind of return. I then sold 2 at my planned 250 strike entering the day for 83 points of premium each contract. Didn’t perfectly nail the top (premiums kept rising initially), but I’m not complaining. Now I’m reflecting on how this has all played out. My plan moving forward is to add to the position by selling short puts on pullbacks — specifically ATM June 2028 puts. Goal is to get assigned and hold long-term while continuing to sell calls against the shares. That way the big put premium received becomes tax-advantaged long-term and possibly never taxed (Golden Wheel) I could’ve easily gotten only 1 share like many Robinhood users or nothing at all. Instead I’m up nicely already. $54k to buy the shares → already put $30k back in my pocket in premium. This is the game I like to play.

@squawksquare I agree, Optimus will be the biggest product ever and it's hard to even quantify what that means right now.

People keep saying on $tsla that “it’s all priced in” right now. Perhaps the car business but not the future which isn’t even close to the hype of $spcx. SpaceX is pricing in a TAM of the entire U.S. GDP. Think about that and then ask if Tesla is all priced in right now.

@jimcramer This is the most bullish $SPCX post you've made to date.

Once people start coming in we get a two-way market in SPCX taking it down four dollars to $205. Can't meme it; too many sellers

@Mr_Derivatives There is only one way with profits and demand like this

$NVDA since the March 30th lows, has made a series of higher lows. $NVDA since the May 14th ATH’s, has made a series of lower highs. I call this coiling or compression for a larger directional move and soon… But, WHICH WAY?!