Ives Robbins

    • Ives RobbinsIves Robbins
      ·07:07
      $Advanced Micro Devices(AMD)$  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.
      28Comment
      Report
    • Ives RobbinsIves Robbins
      ·10-19 23:08
      $NVIDIA(NVDA)$ 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.
      165Comment
      Report
    • Ives RobbinsIves Robbins
      ·10-19 09:18
      $Palantir Technologies Inc.(PLTR)$  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.
      29Comment
      Report
    • Ives RobbinsIves Robbins
      ·10-19 08:39
      $Ondas Holdings Inc.(ONDS)$ 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.
      137Comment
      Report
    • Ives RobbinsIves Robbins
      ·10-19 07:58
      $NVIDIA(NVDA)$  $Advanced Micro Devices(AMD)$ $NEBIUS(NBIS)$ $Palantir Technologies Inc.(PLTR)$ Hope the bears enjoyed the dip, because I sure did. Looking forward to a rally from here.
      46Comment
      Report
    • Ives RobbinsIves Robbins
      ·10-16
      $Palantir Technologies Inc.(PLTR)$ 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.
      204Comment
      Report
    • Ives RobbinsIves Robbins
      ·10-15
      $NEBIUS(NBIS)$ $Advanced Micro Devices(AMD)$ $Applied Optoelectronics(AAOI)$ $Marvell Technology(MRVL)$ $CoreWeave, Inc.(CRWV)$ 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.
      129Comment
      Report
    • Ives RobbinsIves Robbins
      ·10-14
      $Palantir Technologies Inc.(PLTR)$  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%.
      308Comment
      Report
    • Ives RobbinsIves Robbins
      ·10-14
      $Ondas Holdings Inc.(ONDS)$ 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
      822Comment
      Report
    • Ives RobbinsIves Robbins
      ·10-14
      $NVIDIA(NVDA)$ 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.
      78Comment
      Report
     
     
     
     

    Most Discussed