ทวีตที่ปักหมุด
EK
7.2K posts

EK
@citrusvert
your exit liquidity support is not support
Cosmos เข้าร่วม Ağustos 2010
550 กำลังติดตาม432 ผู้ติดตาม
EK รีทวีตแล้ว
EK รีทวีตแล้ว

Sometimes it’s so simple…
Sell $GOOGL → Buy $PYPL
Sell $ORCL → Buy $HIMS
Sell $PLTR → Buy $PATH
Sell $AVGO → Buy $DUOL
Sell $CRWD → Buy $BABA
Sell $AAPL → Buy $JD
Sell $NET → Buy $XPEV
Note:
The stocks on the sell side still have the potential to print one last ATH, but the air is getting thinner (Not a 1-to-1 replacement).
And we want a strategic portfolio positioned for the medium and long term.
English
EK รีทวีตแล้ว

Out of these 6 stocks…
$META is the most “sure $ next 5 years”.
$AMD is the largest $ maker next 2 years.
$PLTR will likely be most volatile
$ADBE will be the one that suddenly 2xs within a 6 month span & everyone will be like wtf 😳
$EL $ $CRM will be the sneaky gainers
Jeremy Lefebvre@HolySmokas
Big moves‼️ if you had to sell 1 of these 6 stocks which one do you pick to cash?
English

@MeteoraAG Those who sold still won imo
Bcz jup is literally more than half.
Still a win is win
English
EK รีทวีตแล้ว
EK รีทวีตแล้ว

The Trump Administration wants to bring chip manufacturing back to America
Here are some plays so you can profit off it:
$MU (Micron) — The largest US-based memory foundry, producing DRAM, NAND, and HBM in Idaho, Virginia, and Utah. The only American supplier of advanced HBM for AI datacenters.
$SKYT (SkyWater) — The largest US pure-play foundry, with 200 mm fabs in Minnesota and Florida. Specializes in rad-hard, aerospace, and defense chips under DoD Trusted status.
$INTC (Intel) — The only US-headquartered leading-edge logic maker, with 300 mm fabs in Arizona and Oregon plus advanced packaging in New Mexico.
$GFS (GlobalFoundries) — At-scale US pure-play foundry with a 300 mm fab in Malta, NY, focused on auto, RF, and aerospace chips.
$TXN (Texas Instruments) — Analog leader with 300 mm fabs in Lehi, UT, and Sherman, TX, home to one of the world’s largest analog sites.
$ON (ON Semiconductor) — Expanding US power and auto chip output, including the 300 mm East Fishkill, NY fab.
$WOLF (Wolfspeed) — Runs the world’s first 200 mm silicon carbide fab in Mohawk Valley, NY, vital for EVs and high-power devices.
$MCHP (Microchip) — US microcontroller maker with fabs in Arizona, Colorado, and Oregon producing 200 and 300 mm wafers.
$ADI (Analog Devices) — Mixed-signal leader with fabs in Massachusetts and Oregon, supplying industrial and defense-grade chips.
$COHR (Coherent) — Key US supplier of silicon carbide substrates and epitaxy from North Carolina, critical for EV and defense power systems.
$AMAT (Applied Materials) — The largest US chip equipment maker, providing deposition, etch, and inspection tools across fabs.
$LRCX (Lam Research) — US leader in etch and deposition, with high share in advanced logic and memory lines.
$ACLS (Axcelis Technologies) — US ion implantation equipment provider, essential for silicon carbide and power chip production.
$ENTG (Entegris) — US specialist in chemicals and filtration, enabling ultra-clean manufacturing at new fabs.
$GLW (Corning) — Supplies glass and optics for lithography and semiconductor tools, with strong US production capacity.

English
EK รีทวีตแล้ว
EK รีทวีตแล้ว

DaosWorld has collab'd with @talesofmeteora to give out 15 FCFS spots!
They are an MMORPG built on top of Meteora's tech, possibly the new DFK 👀
Integrate existing coins and create quests for your communities to complete.
RT & comment to apply for WL, winners will be DM'd!

Tales of Meteora@talesofmeteora
Chapter one begins $TASM launches Thursday, Sep 18, on @indiedotfun GTD: 3 PM UTC FCFS: 3:30 PM UTC PUBLIC: 5 PM UTC Get ready for a first-of-its-kind gamified internet capital market powered by @moddio and @meteoraag
English

$TASM incoming. Can’t wait for the raise on indiefun @talesofmeteora
Tales of Meteora@talesofmeteora
Say less, fam.
English
EK รีทวีตแล้ว

HERE IS EVERY STOCK IN TOM LEE'S ETF
These are the 39 names that Tom Lee currently holds in his Fundstrat Granny Shots ETF $GRNY
Robinhood $HOOD
Google $GOOGL
Palo Alto $PANW
Broadcom $AVGO
American Express $AXP
Tesla $TSLA
Arista Networks $ANET
Expedia $EXPE
GE Aerospace $GE
Apple $AAPL
Netflix $NFLX
Live Nation $LYV
Garmin $GRMN
Caterpillar $CAT
Cadence $CDNS
Amazon $AMZN
JPMorgan $JPM
BNY Mellon $BK
Willis Towers $WTW
Goldman Sachs $GS
Quanta $PWR
Emerson $EMR
Crowdstrike $CRWD
Costco $COST
Eaton $ETN
Monster $MNST
$AXON
Meta Platforms $META
Lam Research $LRCX
S&P Global $SPGI
Oracle $ORCL
Microsoft $MSFT
KLA Corp $KLAC
GE Vernova $GEV
Vistra $VST
Nvidia $NVDA
Strategy $MSTR
Palantir $PLTR
$AMD

English
EK รีทวีตแล้ว
EK รีทวีตแล้ว
EK รีทวีตแล้ว

S&P 500 is trading at 28 times earnings, the highest level in the last 20 years, except the Covid Bubble.
Here are the 10 high-quality stocks that are still undervalued:
1. $UNH
P/E Ratio: 13
Return on Capital: 11.3%
5-Year Revenue CAGR: 10.4%
The largest healthcare company in the world is going through tough times.
Healthcare, as an industry, is experiencing above forecasted costs and activity, eating into its profits.
This is a temporary headwind as they are already raising prices for the next year and tightening their underwriting standards. I believe it'll quickly recover next year.
Warren Buffett has also opened a multi-billion-dollar position.
If the performance recovers, it can easily double from here.

English
EK รีทวีตแล้ว






















