Ryan Ahern🐊

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Ryan Ahern🐊

Ryan Ahern🐊

@ryanahern

Computer Engineer • Entrepreneur • Investor Always Use Stops! My tweets do not represent financial advice

เข้าร่วม Ocak 2009
836 กำลังติดตาม289 ผู้ติดตาม
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Ryan Ahern🐊
Ryan Ahern🐊@ryanahern·
Updated Link: Yesterday I published my first TradingView indicator. I've found that looking at the Market Cap to Revenue ratio has had an enormous impact on my conviction to hold on rallies as well as decisions to sell certain stocks into strength. Stocks with a HIGH Market Cap to Rev Ratio tend to chop around ( $PLTR, $ARM ) after good news while ones with a LOW multiple tend to continue rallying after breakouts ( $APP, $SMCI, $MU ). This indicator simply takes the future estimated rev for the current stock and shows the ratio to a market bellwether ($MSFT by default) to gauge whether it has a high or low multiple. Here's the script (open source) if you want to try it out: tradingview.com/script/LvBAruu…
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David Z. Morris
David Z. Morris@davidzmorris·
I think there's a verrrrrrry real possibility that OpenAI's planned IPO for late 2026 crashes and burns. A few points: - OpenAI's $122b raise was co-led by Softbank and Masayoshi Son - the same guy who told WeWork's Adam Neumann that he "wasn't crazy enough." 🧵follows
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Ryan Ahern🐊
Ryan Ahern🐊@ryanahern·
Buying back into oil names here on today's smackdown. Netanyahu doesn't want a ceasefire and we've got the large cap oil companies doing their first pullback to the 10-wk MA / 50DMA Current Energy Holdings: $XOM $CVX $YPF $DTM $EPSN $XLE $EQT Small Speculative Buy: $PROP
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Chris Camillo
Chris Camillo@ChrisCamillo·
Any chance this peace deal somehow ends with an $NVDA-powered, $BE-fueled $AMZN data center in Tehran?
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Ryan Ahern🐊
Ryan Ahern🐊@ryanahern·
@Crowded_Mkt_Rpt It's absolutely amazing... he finally goes long something and its NKE into the earnings smackdown
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Crowded Market Report
Crowded Market Report@Crowded_Mkt_Rpt·
Covers his IBIT puts yesterday. You cant make this stuff up: Disclosures as of 3/17/26 (4:30 PM ET): Dan Nathan is long TSM March Put Spread, TBLA, XLE March Put Spread, NVDA March Put Spread, META March Put, PLTR March Put Spread
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Ryan Ahern🐊
Ryan Ahern🐊@ryanahern·
Did $FSLY just break out of an Ascending Base? 🧐
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Ryan Ahern🐊
Ryan Ahern🐊@ryanahern·
@nextbigtrade The money quote from Jensen’s keynote yesterday: “AI will run at the Edge”
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Ryan Ahern🐊
Ryan Ahern🐊@ryanahern·
"AI will run at the edge. Our platform is called AI-RAN - big partnerships with Nokia, T-Mobile, and others." - Jensen Huang, during today's GTC Keynote $FSLY is our Edge Computing hold. While AI-RAN (AI Radio Access Network) does not currently apply to Fastly's tech stack, Jensen pointing out the importance of Edge shows the $FSLY growth thesis is correct.
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Dennis C
Dennis C@dennisc230·
Since the market sucks lets have some fun. Share a photo with me. Make sure to reply to the original post so they are all in the same place and add where the photo was taken. Glacier Lake Eagle Cap Wilderness Oregon.
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Ryan Ahern🐊
Ryan Ahern🐊@ryanahern·
$TMDX is a great example of why we use stops: This thing was ready to GO until the Iran War jacked up oil prices. TransMedics runs a fleet of its own aircraft to move transplants and the spike in Energy prices creates revenue uncertainty. But she's not knocked out: Back on the watchlist and will absolutely be back in when she recovers and gets ready for ATH Love all those green volume spikes on the weekly chart while sitting in this base. She'll be back.
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Ryan Ahern🐊@ryanahern

Transmedics $TMDX keeps showing relative strength.... one of these days she's gonna GO Weekly chart is 🔥

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Ryan Ahern🐊
Ryan Ahern🐊@ryanahern·
$SPY @ $666 going into Friday the 13th This market is RIDIC
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Daniel A. Saedi (DataManDan)
Daniel A. Saedi (DataManDan)@TheRealDanSaedi·
This is giving me nightmares
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Ryan Ahern🐊
Ryan Ahern🐊@ryanahern·
While everyone expects oil companies to blindly rise with Oil price increases due to the Iran War, if Iran attacks Middle East oil pipelines, refineries, and infrastructure, this could do longterm damage to revenue growth for companies that have exposure ($HAL $NBR $SLB) I’m going to be focusing on positions in energy companies with little to no exposure to ME infrastructure / Hormuz: $DTM $COP $DVN $KMI $WMB $EQT
zerohedge@zerohedge

Will Trump Seize Or Destroy Iran's Oil Export Island? zerohedge.com/energy/will-pr…

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Ryan Ahern🐊
Ryan Ahern🐊@ryanahern·
Part of the fun of this market is picking out which names are getting unfairly SMOKED because of AI. A few weeks ago it was $FSLY and I think Veeva $VEEV is another. AI is a tailwind for these guys in the healthcare space due to regulatory lock-in and their AI's ability to scan tons of medical and pharmaceutical data. Buying an small initial position to see if we get a move on earnings today then will add on a great report. If not, I'll sell after hours and take a small loss. Total gamble here given this chart is most definitely not a setup.
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Duckman1717
Duckman1717@duckman1717·
$FSLY weekly. Big earnings gap up on 2/12 on volume 1600% above the 50-day MA. This little edge computing company has been re-rated due to higher than expected bandwidth and computer usage. Estimates for 26'/27' are 0.27/share and 0.36/sh, respectively. Underowned and underknown. #Long
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