ExcelMonkey

3K posts

ExcelMonkey

ExcelMonkey

@MonkeyExcel

Sumali Mart 2021
64 Sinusundan67 Mga Tagasunod
Tucker Kraft
Tucker Kraft@TuckerKraft·
Jesus Christ is King
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Charlie Elliott
Charlie Elliott@Charlie28962870·
@rufw91 @WyronGaines I’m sorry but I can’t agree with that, there is a clear distinction in a system thats whole purpose was to exterminate a specific group of people compared to casualties in a conflict
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Myron Gaines Updates
Myron Gaines Updates@WyronGaines·
♦️j*wish chick tried to press Myron about the H*Iocaust and he hit her with the UNO reverse card!😭✡️🔁 “Do you think that lsraeI did a genocide?” “That’s a complicated question..”
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CineLost
CineLost@thecinelost·
Martin Scorsese and Robert De Niro… From 1973 to 2023, exactly 50 years and 10 legendary films. This partnership is pure cinema history.
CineLost tweet media
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ExcelMonkey
ExcelMonkey@MonkeyExcel·
@doomernat22 Imagine thinking it's good to let innocents die. Cry baby Fuentes fags
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Serenity
Serenity@aleabitoreddit·
This is factually not true and this is the exact same reasoning why we're in this mess. US is completely reliant on Japan/China. eg. InP feedstock/substrates for AI with photonics. US is reliant on China for manufacturing bodies of humanoids. US is reliant on Russia/other enemies (won't disclose specific names since it's national security risk) through some niche chokepoints. US is reliant on Taiwan/Korea for high end semiconductors. US is reliant on Europe for high-end machines ( $AXIA, $AMSL type) or specific substrates ( $SOI ). Again, supply chain is interconnected. This type of take is the exact reason why the current administration thought it had all the cards. Name one US company that can supply enough raw feedstock required for InP substrates for AI. Name one US company that can completely replace $ASML today. You can't because they don't exist yet.
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Bill Ackman
Bill Ackman@BillAckman·
Some of the highest quality businesses in the world are trading at extremely cheap prices. Ignore the MSM. One of the most one-sided wars in history that will end well for the U.S. and the world. And we have the potential for a large peace dividend. One of the best times in a long time to buy quality. Ignore the bears.
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ExcelMonkey nag-retweet
Serenity
Serenity@aleabitoreddit·
Faster compounds: $AAOI - 10x revenue ramp from optical transcivers h2 2027 $NBIS - 10x revenue ramp Q4 2026 $ARM - 5x revenue growth from their new AI CPU $MRVL - 2-3x revenue growth from $MSFT Maia Ramp. $AVGO - Long hyperscaler ASIC $LITE - Long OCS / Google TPU Win Semi - Foundry exposure to frontier industries $TSEM - Long photonics, backlogged SK Hynix - Memory exposure, extreme operating income ramp With some barbell exposure away from Hyperscaler capex aside from Amazon: $VNP - Long term rare earths for Western Supply chains $NEO (TCX) - Robotics Supply chains $AMZN - Robotics/AI cutting opex $CRCL - Stablecoin long $RDDT - Ridiculously high profit $GLD - Safe Hedge $IBIT - Halving 2028 $CVX Calls - Oil Hedge And maybe long term (you know it's coming): $INTC / $AMKR- Made in America supply chains $SOI - Silicon Photonics / CPO substrates. $RKLB - Long term call on Space industry Then pick one or two small cap moonshots: $SIVE - CW Laser Chokepoints or $IQE for Landmark rerating on restructuring were my two favorites. There's others I've mentioned like $AEHR for testing or $VPG for Optimus. How I actively manage my own stuff from $AXTI and others is a lot different risk profile than what others should do. Going full port into high-beta in this macro environment is not the best idea.
5k to 5000k@Ud197601

@aleabitoreddit @BitcoinAIGuy Do you mind sharing a core diversified list for those looking to allocate smaller accounts? Under $250k? Wasnt sure if your list has changed from recent macro events

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Ben
Ben@jt_martin·
@danorlovsky7 bro he won back to back national titles in '23 and '24 and turned down $70 million from the Lakers. what more do you need him to do, walk on water? Dan Orlovsky ran out the back of his own end zone and he's questioning a two-time champ
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Dan Orlovsky
Dan Orlovsky@danorlovsky7·
What BIG GAMES Has Danny Hurley won?
Dan Orlovsky tweet media
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Tips Excel
Tips Excel@gudanglifehack·
Don't pay for Apple Music, use ESound Don't pay for Netflix, use Flixio Don't pay for Peacock, use GlitchTV Don't pay for Hulu, use ShowZone Don't pay for Disney, use Netmirror Don't pay for Spotify, use Lyra Don't pay for Prime Video, use CineHub Don't pay for Paramount+, use EpicFlix Don't pay for YT Premium, use Brave browser Don't pay for HBO Max, use Moviebox Don't pay for Apple TV, use Streamly (SAVE THIS before disappearing).
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Nicholas J. Fuentes
Nicholas J. Fuentes@NickJFuentes·
@ImperiumFirst People like this make you start to believe that goyim are in fact beasts that only resemble people.
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