Jordan Kerner
3.8K posts

Jordan Kerner
@jskerner
Financial advisor
Westport, Ct Sumali Mart 2009
575 Sinusundan620 Mga Tagasunod
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@jskerner got is pulled up right now. Can u share a bit about what u like about $PENG
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Not a time to be aggressively selling in to strength in my opinion.
6 month correction.
Washout in breadth.
Sentiment in the toilet.
Basket of stocks acting incredibly and breaking from bases.
Market shrugging off bad news.
Follow through day.
Many underinvested/not believing the rally.
Time to take a swing for the fence for me.
Grabbing some bench and sitting
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@DGretta_Author Very happy bro. Was early to Powl, 340 before split last year. Also like Prim.
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@jskerner mod is a great stock
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@ruth_capital @Biotech2k1 Agree unfortunately it’s seems retail hasn’t committed yet, hedge funds are net short and CTA’s playing catch up.
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@Biotech2k1 low volume is a bullish indicator. that's where most of the gains are made and by the time everyone complains many names end up being 20-30% higher
as someone who was bearish and wrong... this was the main indicator that showcased me that
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@amitisinvesting @DollarCostAvg @peterjwolff I have been in through calls last few weeks for same reason.
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@peterjwolff kind of want to buy $IREN just given how much it’s lagged
feels like one big deal and it catches up
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so…
the debate is over right?
$NBIS is the best neocloud out there?
is it still even a question or has Nebius officially won?
stellar mgmt, multiple equity stakes in diverse businesses, scooping up deal after deal…
i trimmed some at $105 to derisk and buy more $NVDA, letting the rest of my position ride although the CCs on this even for $200 are very attractive
it does feel overbought here (i would not buy at $150) but it is now in price discovery so anything goes
i still don’t love the biz model of the neoclouds with unlimited dilution + no profitability but $NBIS does seem to be differentiating themselves with ambitions to be a hyperscaler cloud vs just a neocloud
debate is done? are they the single best one out of the entire batch of neoclouds?
+8%

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