Ives Robbins
Ives Robbins
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avatarIves Robbins
10-27 09:17
$BlackBerry(BB)$ Plenty of people disliked this stock in the $2 to $5 range. Once it gets past $35, the tone will likely shift, and I still have a lot of cheap shares to sell into strength if it reaches $65+.
avatarIves Robbins
10-26 12:38
$Advanced Micro Devices(AMD)$ AMD closed Friday at $516.79, up about 1.7% on the day, after sliding to near $508 and holding there. The setup here is betting that Friday low was the floor, with a walk back toward $548 first and then toward $580 if buyers keep showing up. A close under $500 says the floor gave way. The math: up 6.0% to the first objective and 12.2% to the second, against 3.2% risk on the invalidation, better than 3 to 1 to the second. Earnings land after the close on November 3, so this is a swing into that print with a clear line that says the idea is wrong. Watching $523.92, the Friday high. A move back above it shows buyers pressing again.
$BlackBerry(BB)$ Missing $Advanced Micro Devices(AMD)$  back in 2015 when it was trading under $2.00 with bankruptcy fears running high was painful enough. This one has EPS and revenue growth that has been building for a while now, with backlog revenue up to over $1.2 billion while still holding the Rule of 40. The skeptics will likely end up chasing later. That's part of why I was buying from $2 to $5, and I added a bit more over the last few weeks at $8 and under.
$Advanced Micro Devices(AMD)$  The media keeps pushing out article after article trying to take this stock market down. Midterms are getting close, and they already started about a month ago with the fake AI is bad for you articles.
$NVIDIA(NVDA)$ Looking good in 2027. $SpaceX(SPCX)$  needs $Nokia Oyj(NOK)$  just like NVDA. The AI-RAN platform integrates AI and radio workloads onto a single converged computing and communication infrastructure, using Nokia anyRAN software and NVIDIA Aerial accelerated computing.
$Palantir Technologies Inc.(PLTR)$  Watching PLTR Nov 6 $190 CALL above $190.70. Targets are $192.60 and $196.85, with invalidation below $189.50. Need a 5m close plus a retest above the trigger with VWAP support. Friday broker expiry POP was 29.5%, which is not the setup win rate. I'll refresh option pricing at the open.
$Ondas Holdings Inc.(ONDS)$ Points to ponder. The noise votes, but the backlog weighs. Sure, there is short-term stock volatility, but I'm focused long-term on Ondas' massive, surging backlog, which grew to $757 million pro forma following major defense acquisitions. Sovereign defense isn't built overnight, it's scaled by execution. Ondas is transforming into a Tier-1 defense prime, backed by its $11 billion two-year pipeline and its new Regna AI partnership with Palantir PLTR. Ondas isn't just riding the wave of the AI and drone boom. Ondas is quietly constructing the architecture that makes true multi-domain automation possible.
$NVIDIA(NVDA)$  $Advanced Micro Devices(AMD)$ $NEBIUS(NBIS)$ $Palantir Technologies Inc.(PLTR)$ Hope the bears enjoyed the dip, because I sure did. Looking forward to a rally from here.
$Palantir Technologies Inc.(PLTR)$ Looking at the one-year market graph of all roughly 9,500 U.S. stocks, the setup seems promising for a turn-around. I'd think those with the nerve for it might consider getting back in, just my take.
$NEBIUS(NBIS)$ $Advanced Micro Devices(AMD)$ $Applied Optoelectronics(AAOI)$ $Marvell Technology(MRVL)$ $CoreWeave, Inc.(CRWV)$ The market just needs the Iran war to deescalate and oil to drop back to $60. AI stocks could go up 100% in 1-2 months.
$Palantir Technologies Inc.(PLTR)$  Rule of 40 score comes in at 155. Revenue growth is 93% year-over-year, adjusted operating margin is 62%, so the total score works out to 93% + 62% = 155%.
$Ondas Holdings Inc.(ONDS)$ I can't believe this isn't getting more attention. Most people have no idea what they're actually doing here. Let me be more specific. Most are still looking at pennies and missing the bigger picture. This can be an agnostic platform, not just a drone company. Ondas and Palantir announced the launch of Regna AI, a new company focused on developing specialized AI models for governments and enterprises that want to retain full control over their models, data, and infrastructure. Initially wholly owned by Ondas, Regna will leverage Palantir's AI platform and model-training infrastructure, with Ondas serving as its first customer. The company's initial focus is on intelligence, surveillance, and defense, developing AI
$NVIDIA(NVDA)$ NVDA has that set it and forget it quality. I've collected gains in 12 of the 14 years I've been invested in this cash cow. Meanwhile, the bears and clowns here keep things entertaining while the returns keep coming year after year.
$Advanced Micro Devices(AMD)$  The Fed said no rate hike. SPY could push toward 780.
H.C. Wainwright reiterated its Buy rating on $Ondas Holdings Inc.(ONDS)$  and kept the $25 price target after the Regna AI announcement with PLTR.
$Advanced Micro Devices(AMD)$ Sounds like the supply increase is already locked in. Su tends to be pretty conservative with wording, but she still used "we're going to" — that feels deliberate. The quote going around: "We've been able to increase our supply as we've gone through 2026, and we're going to substantially increase our supply in 2027."
$NVIDIA(NVDA)$ As long as AI spending and demand keep growing, NVDA's stock price will keep moving with it. Everything else is just market noise. Four years and counting.
$ImmunityBio, Inc.(IBRX)$ This is quickly turning into the $NVIDIA(NVDA)$  of biotech. Mark it.
$Invesco QQQ(QQQ)$ Intel news is out. From here, it feels like things are going to move fast. When you know, you know. $Advanced Micro Devices(AMD)$  $NVIDIA(NVDA)$  $SPDR S&P 500 ETF Trust(SPY)$ 
$AppLovin Corporation(APP)$ I've been in this game long enough to know that the market will leave things for dead for no reason that seems logical to me, and then reverse course entirely 12-18 months later. I've got quite a few 10x's under my belt at this point, where the market was right the first time, it dipped down to a fraction of the high, only to soar to much higher all time highs. I was in $Cloudflare, Inc.(NET)$  since $30, shortly after the IPO, watched it go up over $200, and then go back down to $35, sitting at $350 today. A decade ago I was in $Advanced Micro Devices(AMD)$  at $4. The market couldn't make up its mind despite Lisa Su deliv

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