BkSteve
1.5K posts


Everyone talking about the CPU bottleneck now after the stocks have ripped 50-100%.
Article published on 3/26 and $ARM position initiated a few days later, after already owning $INTC.
This is why it pays to be early and not just follow the crowd.
open.substack.com/pub/zastocks/p…


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@1ChartMaster Looking good. Check out $IREN as well. Pulled back and kissed the 8ema, held the breakout gap, and now pushing through the DTR. All the things you look for
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@Agrippa_Inv @Sumeet2692 Dulce has some great DD on $nuai. If the New Mexico AG's case is resolved favorably for $NUAI, it could really pop. Can wait to hear your research.
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@Sumeet2692 I love what $NUAI is up to right now. I’m in deep research mode right now
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@FransBakker9812 @gerardholland82 Thanks Frans. Great update. You a surfer btw? Stoked🏄♂️
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@Jake__Wujastyk TY Jake. Hopefully the IPO high gets in the way first. Thanks for reminding me about unfilled gaps.
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$IREN #IREN Descending triangle setup broke down over the last couple of days.
This market has been hunting gaps. There's a couple below if things really get out of hand.

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@JonahLupton Thanks Jonah. What are your thoughts from a technical view on $IREN. It has lost the 200 wma. Strong support at the 28.50 IPO high.
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I have no idea when this war ends or where oil prices will be in 3-4 weeks or 3-4 months... however, I believe we're seeing some the biggest dislocations between fundamentals and valuations... and therefore some the best buying opportunities we've had in the past 3+ years.
12 charts that caught my attention today...
1) $MU down -32% since earnings, now trading at 3.5x NTM eps, trying to bounce off trendline
2) $ONDS down -48% from January highs, trading at 9x NTM revs, revenues expected to grow at triple digit CAGR for next few years, bouncing off the 200d ema
3) $TMDX down -40% from highs, trading at 4x NTM revs, trying to bounce off VWAP from 2022 lows
4) $NVDA down -22% from highs, trading at 20x NTM EPS, trying to bounce off VWAP from April 2025 lows




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@RichardMoglen @Deepvue what prompt did you use in deepvue to get that breakdown
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$NAVN Highest Volume ever after earnings
New AI Product Announced - TravelClaw
Earnings breakdown from @Deepvue

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