• ShayBoloorShayBoloor
      ·08-24 14:32

      Which One You Want to Pick?

      Hello everyone! Today i want to share some trading ideas with you! 1 $NVIDIA(NVDA)$ is pushing deeper into AI software as its relationship with Perplexity expands beyond infrastructure. Nvidia is reportedly discussing an investment at a $30B valuation after previously considering a licensing deal for Perplexity’s technology and talent. 2 The next phase of HBM could push $Micron Technology(MU)$ and $SK hynix(SKHY)$ further up AI value chain as memory moves directly on top of the GPU. zHBM would collapse memory and compute into one 3D package eliminating the 2.5D interposer and increasing the value memory suppliers can
      300Comment
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      Which One You Want to Pick?
    • 8899Nar8899Nar
      ·08-24 14:22

      TMDX: The Risk is Worth Taking

      I'm 30% invested in $TransMedics Group, Inc.(TMDX)$. It might look like an oversized position, but I think the risk is worth taking: • At $70, the stock was absurdly cheap, and the market overpunished it for its investment-heavy focus • Even after the recent rebound, the company still trades cheap relative to sector averages given its 20%+ growth rate • Q3 numbers are very likely to impress, with a strong acceleration in growth. Since the market isn't efficient and tends to focus on the short term, I expect the stock to keep climbing over the coming months • The medtech sector has suffered a lot lately, without much real justification. A lot of funds rotated into biotech, which now trades at clearly richer valuations. I expect capi
      1Comment
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      TMDX: The Risk is Worth Taking
    • Jake_WujastykJake_Wujastyk
      ·08-24 14:09

      NVDA, OKLO, SOXX, SMCI& NFLX Comes to the Crossroad Right Now

      Hello everyone! Today i want to share some technical analysis with you! 1 $Netflix(NFLX)$Bounced off the S/R flip zone pretty nicely over the last two months. 2 $SUPER MICRO COMPUTER INC(SMCI)$ Bull flag on the daily candle chart. 3 $iShares Semiconductor ETF(SOXX)$ Bear flag or ultimate fake out setup before potential $NVIDIA(NVDA)$ earnings ripper? 4 $Oklo Inc.(OKLO)$ Still a month and a half that price could trade in this falling wedge before hitting the apex. However, at that point, things get pr
      2751
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      NVDA, OKLO, SOXX, SMCI& NFLX Comes to the Crossroad Right Now
    • TrendSpiderTrendSpider
      ·08-24 13:47

      TSLA, MU, MCD, COST& SPY Confronted the Tough Choice: Buy In or Exit?

      Hello everyone! Today i want to share some technical analysis with you! 1 Since the 2022 lows, the $SPDR S&P 500 ETF Trust(SPY)$ has provided an impressive 22% annual return. What a run 🔥 2 $Costco(COST)$ slipped below the 200EMA The business hasn’t gotten the memo 👀 Cardholders and warehouses have continued to make record highs as growth rates start to recover 3 The chart looks stressed. The business doesn’t. $McDonald's(MCD)$ sitting below its 200 week EMA with momentum starting to turn bullish 4 Gotta be a candidate for one of the greatest wedge breakouts of all time 🔥
      665Comment
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      TSLA, MU, MCD, COST& SPY Confronted the Tough Choice: Buy In or Exit?
    • ShayBoloorShayBoloor
      ·08-21

      AI Trading Ideas: New Trend to Know

      Hello everyone! Today i want to share some ai trading ideas with you! 1 Elon Musk says $SpaceX(SPCX)$ is aiming for “30+ Starship launches/day in 2030” or roughly 10,000 launches a year. That would represent a completely different scale for spaceflight with Starship launching more than once an hour. 2 $SpaceX(SPCX)$ and $AST SpaceMobile, Inc.(ASTS)$ are reportedly eyeing ~$6B of 800 MHz spectrum that could strengthen their push into satellite direct-to-device service. The licenses cover nearly the entire U.S. population with preliminary bids due in early September and the FCC targeting a Nov. 5 completion. 3
      555Comment
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      AI Trading Ideas: New Trend to Know
    • 8899Nar8899Nar
      ·08-21

      BABA: AI Line Begin to Fly

      MY $Alibaba(BABA)$ VALUATION MODEL PRICE TARGET: $192 --> $203 POTENTIAL UPSIDE: +61% ✅ "The stock remains undervalued modeling $100B cloud revenue in 5 years and a decent operating leverage" ASSUMPTIONS: LTM Revenue: $149.282B (𝘢𝘴𝘴𝘶𝘮𝘪𝘯𝘨 𝘜𝘚𝘋/𝘊𝘕𝘠 = 𝟩.00) 5Y Revenue CAGR: 10% 2031 Profit Margin: 17% 2031 PE Ratio: 18 Shares outstanding: 2.416B Shares reduction: 1%/year VALUATION: Q2 2031 $Alibaba(BABA)$ SHARE PRICE =149.282 * (1.10)^5 * 0.17 * 18 /[2.416 * (0.99)^5] = $320 You can now choose the discount rate that you prefer, for Alibaba I want to use 12% ACTUAL PRICE: $128 FAIR VALUE: $182 PRICE TARGET (1Y): $203 POTENTIAL UPSIDE: 61% EXPECTED RETURNS: 20.1%/year DIVIDEND
      279Comment
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      BABA: AI Line Begin to Fly
    • MMMTWealthMMMTWealth
      ·08-21

      TEM is Still Wildly Undervalued

      $Tempus AI(TEM)$ is still wildly undervalued. Here's how I think the business should be valued over the next 12 months: DATA & APPLICATIONS -> Annualized revenue based on Q2 is currently ~$410M. Growth at a similar rate into FY27 would put us at $525M. -> This business has 73% gross margins so at 28% YoY growth and those margins it's putting up figures like a solid SaaS company. -> $525M * 10x sales = $5.3B -> $525M * 12x sales = $6.3B DIAGNOSTICS -> Generated $293.3M in Q2 alone which is $1.2B annualized. Growth at a similar rate gets us to $1.5B in FY27. -> And plus, $Tempus AI(TEM)$ recently received FDA approval on xT CDx test which brings tumor DNA
      677Comment
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      TEM is Still Wildly Undervalued
    • Jake_WujastykJake_Wujastyk
      ·08-21

      LULU, GLD, NKE, SPY& BTC Enjoy Great Recovery Right Now

      Hello everyone! Today i want to share some technical analysis with you! 1 Well, there's the impulse candle. $Bitcoin(BTC.USD.CC)$ 2 $SPDR S&P 500 ETF Trust(SPY)$Rising wedge on the weekly candle chart. 3 $Nike(NKE)$Bullish Divergence has been forming for months. 4 $Lululemon Athletica(LULU)$ Bear flag on the weekly candle chart. 5 $SPDR Gold ETF(GLD)$Trading right at the diagonal resistance zone this week.
      2.07KComment
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      LULU, GLD, NKE, SPY& BTC Enjoy Great Recovery Right Now
    • MasterWUMasterWU
      ·08-21

      Trading Ideas: .SPX

      Hello everyone! Today i want to share some trading ideas with you! 9:40am, Aug. 14, my 2-hr TOP KILLER signal flashed RED ALERT, and I opened some short-term puts & have closed ALL of them today. A few sessions generated 170+ SPX points, which is quite remarkable--esp. since this indicator rarely flashes; but, if it does, look out below. $S&P 500(.SPX)$
      335Comment
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      Trading Ideas: .SPX
    • TrendSpiderTrendSpider
      ·08-21

      IREN, CLSK, OXY, SNDK& MRVL Enjoy Great Potential to Go!

      Hello everyone! Today i want to share some technical analysis with you! 1 Jensen Huang called it "the next trillion dollar company" It is currently worth $220B. $Marvell Technology(MRVL)$ 2 $SanDisk Corp.(SNDK)$ trying to make this breakout stick 💾 3 Buffett favorite breaking out to its highest price in over 4 months 👀 $Occidental(OXY)$ 4 Bullish RSI divergence found 👀 $CleanSpark, Inc.(CLSK)$ 5 $IREN Ltd(IREN)$ has some catching up to do 👀
      4.75K1
      Report
      IREN, CLSK, OXY, SNDK& MRVL Enjoy Great Potential to Go!
    • ShayBoloorShayBoloor
      ·08-20

      Investing Logic: Chose One of Your Target to Buy

      Hello everyone! Today i want to share some trading ideas with you! 1 $NVIDIA(NVDA)$ is turning to the Nordics to help solve AI’s next bottleneck by finding powered capacity for its GPUs. Nvidia is matching GPU buyers with operators across a region where abundant power, land and cooler climates are attracting major AI infrastructure builds. 2 $Snowflake(SNOW)$ is positioned as one of the clearest software beneficiaries of the new AI economy because it can monetize machine activity as every useful agent needs enterprise context. That means retrieving data, running queries and writing information back allowing Snowflake to capture more consumption across compute, storage, anal
      665Comment
      Report
      Investing Logic: Chose One of Your Target to Buy
    • MMMTWealthMMMTWealth
      ·08-20

      Humanoid Robotics: Public Options Compared – And a Case for Component Suppliers

      Humanoids are coming and there are three public options now. We have Unitree (688836) now public at $53B. -> 2025 revenue ~$250M (humanoids were half of that). -> 2025 humanoid shipments ~ 5,500. -> ASPs ~$24k -> Production already demonstrated in the multi-thousand unit annual output range. Nomura has already initiated a 25x (yes...25x) 2027 P/S multiple for Unitree. We have $Churchill Capital Corp XI(CCXI)$ (Agility) expected to go public at $2.5B pre-money. -> Trailing annual revenue ~$37M -> Cash burn ~$100M -> 150 units but 65,000 real world hours -> ~$125k BOM with a path to $30k long0term -> $300M multi-year contracted order. And we have Optimus /
      9371
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      Humanoid Robotics: Public Options Compared – And a Case for Component Suppliers
    • TrendSpiderTrendSpider
      ·08-20

      HIMS, BULL, META, TLT& XLV Welcome Great Upward Momentum

      Hello everyone! Today i want to share some technical analysis with you! 1 $Health Care Select Sector SPDR Fund(XLV)$ soaring to new all-time highs after a historic day on the mission to cure cancer 2 Long-term Treasury prices are currently trading at 22-year lows... Yes, 22-year lows. Persistent inflation, ballooning government debt, and uncertainty around the Fed have investors demanding much higher yields to hold long-term debt. $iShares 20+ Year Treasury Bond ETF(TLT)$ 3 Pressure building at a level $Meta Platforms, Inc.(META)$ simply refuses to give up 🌡️ 4 Another mean Stage 2 breakout after a strong Q2 earnings
      1.06KComment
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      HIMS, BULL, META, TLT& XLV Welcome Great Upward Momentum
    • ShayBoloorShayBoloor
      ·08-19

      Who is the Winner Under this AI Race?

      Hello everyone! Today i want to share some ai trading ideas with you! 1 $Cerebras Systems(CBRS)$ says its new CS-4 delivers up to 30x faster inference than GPUs while doubling CS-3 performance and improving efficiency by up to 10x. That extra speed gives AI agents more room for reasoning and tool use while pushing Cerebras deeper into production workloads. 2 $Rocket Lab USA, Inc.(RKLB)$ was selected as one of five vendors for the U.S. Space Force’s Space Data Network with a 2027 Photon mission set to test interoperability with $SpaceX(SPCX)$ $2.3B network backbone. Rocket Lab’s $12M award covers a Photon spacecraft
      994Comment
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      Who is the Winner Under this AI Race?
    • MMMTWealthMMMTWealth
      ·08-19

      NVDA& CBRS: Which One You Prefer?

      $NVIDIA(NVDA)$ vs $Cerebras Systems(CBRS)$ $NVIDIA(NVDA)$ is far cheaper but is it a better bet today? For now, yes. But let's see where $Cerebras Systems(CBRS)$ can get to when it's through this early IPO period. Firstly, $Cerebras Systems(CBRS)$ valuation was insane. It came in with an IPO that was 20x oversubscribed and then hit ~90x FY26 revenue estimates on day 1. With the stock now trading ~$52B on $900M in FY26 numbers...the valuation is still insane at ~57x 2026 forecasts. But we're also trad
      643Comment
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      NVDA& CBRS: Which One You Prefer?
    • MMMTWealthMMMTWealth
      ·08-19

      The Reason I am Bullish on AMZN

      Just want to add to this $Amazon.com(AMZN)$ math: E-Commerce: ARR is currently $547B. It's likely worth anywhere between 1 -1.8x sales which puts the e-comm valuation ~$800B. Digital Ads: FY26 revs is heading towards $80B+ with operating margins likely at +50% which puts operating income +$40B. I think a conservative multiple on this is in the 20x EBIT range which values the ads business ~$800B as well. That's a total of $1.6T in e-comm and ads. Overall valuation is $2.8T which means ~$1.2T is available for: -> AWS: Likely worth +$3T by 2030 -> Amazon Leo -> Zoox -> One Medical -> Prime Video -> Equity stakes
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      The Reason I am Bullish on AMZN
    • ShayBoloorShayBoloor
      ·08-18

      RKLB, GOOG, MU& NBIS: Retracing the AI Trading Clues

      Hello everyone! Today i want to share some trading ideas with you! 1 $NEBIUS(NBIS)$ just secured approval to keep scaling Vineland after the planning board backed its expansion 9 to 1. The vote clears construction to continue and locks in 300 MW of capacity at the site. 2 Cramer thinks $Micron Technology(MU)$ can double again because the market is still pricing Micron like a boom and bust memory stock. He says data center demand has become “endless” while long term agreements lock in margins making this cycle fundamentally different from what the market is used to. 3 $Alphabet(GOOGL)$ is turning Spirit Airlines bankr
      868Comment
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      RKLB, GOOG, MU& NBIS: Retracing the AI Trading Clues
    • 8899Nar8899Nar
      ·08-18

      𝙈𝙔 REGN 𝙑𝘼𝙇𝙐𝘼𝙏𝙄𝙊𝙉 𝙈𝙊𝘿𝙀𝙇

      𝙈𝙔 $Regeneron Pharmaceuticals(REGN)$ 𝙑𝘼𝙇𝙐𝘼𝙏𝙄𝙊𝙉 𝙈𝙊𝘿𝙀𝙇 1Y TARGET: $1060 POTENTIAL UPSIDE: +31% ✅ ASSUMPTIONS: LTM Revenue: $15.535B 5Y Revenue CAGR: 10% 2031 Profit Margin: 35% 2031 PE Ratio: 17 Shares outstanding: 106.0M Shares reduction: 2%/year VALUATION: Q2 2031 $Regeneron Pharmaceuticals(REGN)$ SHARE PRICE =15.535 * (1.10)^5 * 0.35 * 17 /[0.1060 * (0.98^5)] = $1554 You can now choose the discount rate that you prefer, for Regeneron I want to use 10%. ACTUAL PRICE: $810 FAIR VALUE: $965 PRICE TARGET (1Y): $1060 POTENTIAL UPSIDE: +31% EXPECTED RETURNS: 13.9%/year DIVIDEND YIELD: 0.5% - - - - - - - - - - - - - - - 𝘛𝘩𝘪𝘴 𝘱𝘰𝘴𝘵 𝘪𝘴 𝘧𝘰𝘳 𝘪𝘯𝘧𝘰𝘳𝘮𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘢𝘯𝘥 𝘦𝘥𝘶𝘤𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘱𝘶𝘳𝘱𝘰𝘴𝘦𝘴 𝘰𝘯𝘭𝘺
      185Comment
      Report
      𝙈𝙔 REGN 𝙑𝘼𝙇𝙐𝘼𝙏𝙄𝙊𝙉 𝙈𝙊𝘿𝙀𝙇
    • MMMTWealthMMMTWealth
      ·08-18

      Pretty Difficult to Make a Legitimate LONG TERM Bearish Case

      Just some back of the napkin maths on $Amazon.com(AMZN)$from MS: $Amazon.com(AMZN)$ AWS: AWS Q2 2026 revenue came in at $42.2B. That's an annualized run rate of $169B. $Amazon.com(AMZN)$ management have said it's very possible AWS reaches a $1T annual revenue business. Constraint is entirely capacity driven with a huge $496B backlog. But let's model out the path to $1T in annual revs: Capacity ~14 GW in 2025 -> 120 GW in 2035. -> ~6 GW in 2026 and then ~8 GW per year thereafter. -> Monetization rises to ~$12 revenue per incremental watt. -> Which means at $12/W, each 8 GW of new capacity adds $96B in ann
      812Comment
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      Pretty Difficult to Make a Legitimate LONG TERM Bearish Case
    • TrendSpiderTrendSpider
      ·08-18

      IREN, SLV, HOOD, PFE& XLE Welcome Great Rebound Here

      Hello everyone! Today i want to share some technica analysis with you! 1 Energy $Energy Select Sector SPDR Fund(XLE)$ quietly putting together its best stretch in months as it breaks out of the wedge 🌶️ 2 🚨 CEO Buy Alert The CEO of Pfizer $Pfizer(PFE)$ dropped $1,000,000 on his own stock last week while shares trade more than -55% below their 2021 peak. 3 MACD just crossed bullish below the zero line 👀 $Robinhood(HOOD)$ 4 Silver $iShares Silver Trust(SLV)$ reclaiming the 200 👀 5 It's a loooong way to Wall Street's price targets 🌶️
      820Comment
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      IREN, SLV, HOOD, PFE& XLE Welcome Great Rebound Here
    • ShayBoloorShayBoloor
      ·08-24 14:32

      Which One You Want to Pick?

      Hello everyone! Today i want to share some trading ideas with you! 1 $NVIDIA(NVDA)$ is pushing deeper into AI software as its relationship with Perplexity expands beyond infrastructure. Nvidia is reportedly discussing an investment at a $30B valuation after previously considering a licensing deal for Perplexity’s technology and talent. 2 The next phase of HBM could push $Micron Technology(MU)$ and $SK hynix(SKHY)$ further up AI value chain as memory moves directly on top of the GPU. zHBM would collapse memory and compute into one 3D package eliminating the 2.5D interposer and increasing the value memory suppliers can
      300Comment
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      Which One You Want to Pick?
    • Jake_WujastykJake_Wujastyk
      ·08-24 14:09

      NVDA, OKLO, SOXX, SMCI& NFLX Comes to the Crossroad Right Now

      Hello everyone! Today i want to share some technical analysis with you! 1 $Netflix(NFLX)$Bounced off the S/R flip zone pretty nicely over the last two months. 2 $SUPER MICRO COMPUTER INC(SMCI)$ Bull flag on the daily candle chart. 3 $iShares Semiconductor ETF(SOXX)$ Bear flag or ultimate fake out setup before potential $NVIDIA(NVDA)$ earnings ripper? 4 $Oklo Inc.(OKLO)$ Still a month and a half that price could trade in this falling wedge before hitting the apex. However, at that point, things get pr
      2751
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      NVDA, OKLO, SOXX, SMCI& NFLX Comes to the Crossroad Right Now
    • TrendSpiderTrendSpider
      ·08-24 13:47

      TSLA, MU, MCD, COST& SPY Confronted the Tough Choice: Buy In or Exit?

      Hello everyone! Today i want to share some technical analysis with you! 1 Since the 2022 lows, the $SPDR S&P 500 ETF Trust(SPY)$ has provided an impressive 22% annual return. What a run 🔥 2 $Costco(COST)$ slipped below the 200EMA The business hasn’t gotten the memo 👀 Cardholders and warehouses have continued to make record highs as growth rates start to recover 3 The chart looks stressed. The business doesn’t. $McDonald's(MCD)$ sitting below its 200 week EMA with momentum starting to turn bullish 4 Gotta be a candidate for one of the greatest wedge breakouts of all time 🔥
      665Comment
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      TSLA, MU, MCD, COST& SPY Confronted the Tough Choice: Buy In or Exit?
    • 8899Nar8899Nar
      ·08-24 14:22

      TMDX: The Risk is Worth Taking

      I'm 30% invested in $TransMedics Group, Inc.(TMDX)$. It might look like an oversized position, but I think the risk is worth taking: • At $70, the stock was absurdly cheap, and the market overpunished it for its investment-heavy focus • Even after the recent rebound, the company still trades cheap relative to sector averages given its 20%+ growth rate • Q3 numbers are very likely to impress, with a strong acceleration in growth. Since the market isn't efficient and tends to focus on the short term, I expect the stock to keep climbing over the coming months • The medtech sector has suffered a lot lately, without much real justification. A lot of funds rotated into biotech, which now trades at clearly richer valuations. I expect capi
      1Comment
      Report
      TMDX: The Risk is Worth Taking
    • ShayBoloorShayBoloor
      ·08-21

      AI Trading Ideas: New Trend to Know

      Hello everyone! Today i want to share some ai trading ideas with you! 1 Elon Musk says $SpaceX(SPCX)$ is aiming for “30+ Starship launches/day in 2030” or roughly 10,000 launches a year. That would represent a completely different scale for spaceflight with Starship launching more than once an hour. 2 $SpaceX(SPCX)$ and $AST SpaceMobile, Inc.(ASTS)$ are reportedly eyeing ~$6B of 800 MHz spectrum that could strengthen their push into satellite direct-to-device service. The licenses cover nearly the entire U.S. population with preliminary bids due in early September and the FCC targeting a Nov. 5 completion. 3
      555Comment
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      AI Trading Ideas: New Trend to Know
    • 8899Nar8899Nar
      ·08-21

      BABA: AI Line Begin to Fly

      MY $Alibaba(BABA)$ VALUATION MODEL PRICE TARGET: $192 --> $203 POTENTIAL UPSIDE: +61% ✅ "The stock remains undervalued modeling $100B cloud revenue in 5 years and a decent operating leverage" ASSUMPTIONS: LTM Revenue: $149.282B (𝘢𝘴𝘴𝘶𝘮𝘪𝘯𝘨 𝘜𝘚𝘋/𝘊𝘕𝘠 = 𝟩.00) 5Y Revenue CAGR: 10% 2031 Profit Margin: 17% 2031 PE Ratio: 18 Shares outstanding: 2.416B Shares reduction: 1%/year VALUATION: Q2 2031 $Alibaba(BABA)$ SHARE PRICE =149.282 * (1.10)^5 * 0.17 * 18 /[2.416 * (0.99)^5] = $320 You can now choose the discount rate that you prefer, for Alibaba I want to use 12% ACTUAL PRICE: $128 FAIR VALUE: $182 PRICE TARGET (1Y): $203 POTENTIAL UPSIDE: 61% EXPECTED RETURNS: 20.1%/year DIVIDEND
      279Comment
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      BABA: AI Line Begin to Fly
    • ShayBoloorShayBoloor
      ·08-20

      Investing Logic: Chose One of Your Target to Buy

      Hello everyone! Today i want to share some trading ideas with you! 1 $NVIDIA(NVDA)$ is turning to the Nordics to help solve AI’s next bottleneck by finding powered capacity for its GPUs. Nvidia is matching GPU buyers with operators across a region where abundant power, land and cooler climates are attracting major AI infrastructure builds. 2 $Snowflake(SNOW)$ is positioned as one of the clearest software beneficiaries of the new AI economy because it can monetize machine activity as every useful agent needs enterprise context. That means retrieving data, running queries and writing information back allowing Snowflake to capture more consumption across compute, storage, anal
      665Comment
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      Investing Logic: Chose One of Your Target to Buy
    • MMMTWealthMMMTWealth
      ·08-21

      TEM is Still Wildly Undervalued

      $Tempus AI(TEM)$ is still wildly undervalued. Here's how I think the business should be valued over the next 12 months: DATA & APPLICATIONS -> Annualized revenue based on Q2 is currently ~$410M. Growth at a similar rate into FY27 would put us at $525M. -> This business has 73% gross margins so at 28% YoY growth and those margins it's putting up figures like a solid SaaS company. -> $525M * 10x sales = $5.3B -> $525M * 12x sales = $6.3B DIAGNOSTICS -> Generated $293.3M in Q2 alone which is $1.2B annualized. Growth at a similar rate gets us to $1.5B in FY27. -> And plus, $Tempus AI(TEM)$ recently received FDA approval on xT CDx test which brings tumor DNA
      677Comment
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      TEM is Still Wildly Undervalued
    • TrendSpiderTrendSpider
      ·08-21

      IREN, CLSK, OXY, SNDK& MRVL Enjoy Great Potential to Go!

      Hello everyone! Today i want to share some technical analysis with you! 1 Jensen Huang called it "the next trillion dollar company" It is currently worth $220B. $Marvell Technology(MRVL)$ 2 $SanDisk Corp.(SNDK)$ trying to make this breakout stick 💾 3 Buffett favorite breaking out to its highest price in over 4 months 👀 $Occidental(OXY)$ 4 Bullish RSI divergence found 👀 $CleanSpark, Inc.(CLSK)$ 5 $IREN Ltd(IREN)$ has some catching up to do 👀
      4.75K1
      Report
      IREN, CLSK, OXY, SNDK& MRVL Enjoy Great Potential to Go!
    • Jake_WujastykJake_Wujastyk
      ·08-21

      LULU, GLD, NKE, SPY& BTC Enjoy Great Recovery Right Now

      Hello everyone! Today i want to share some technical analysis with you! 1 Well, there's the impulse candle. $Bitcoin(BTC.USD.CC)$ 2 $SPDR S&P 500 ETF Trust(SPY)$Rising wedge on the weekly candle chart. 3 $Nike(NKE)$Bullish Divergence has been forming for months. 4 $Lululemon Athletica(LULU)$ Bear flag on the weekly candle chart. 5 $SPDR Gold ETF(GLD)$Trading right at the diagonal resistance zone this week.
      2.07KComment
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      LULU, GLD, NKE, SPY& BTC Enjoy Great Recovery Right Now
    • MMMTWealthMMMTWealth
      ·08-20

      Humanoid Robotics: Public Options Compared – And a Case for Component Suppliers

      Humanoids are coming and there are three public options now. We have Unitree (688836) now public at $53B. -> 2025 revenue ~$250M (humanoids were half of that). -> 2025 humanoid shipments ~ 5,500. -> ASPs ~$24k -> Production already demonstrated in the multi-thousand unit annual output range. Nomura has already initiated a 25x (yes...25x) 2027 P/S multiple for Unitree. We have $Churchill Capital Corp XI(CCXI)$ (Agility) expected to go public at $2.5B pre-money. -> Trailing annual revenue ~$37M -> Cash burn ~$100M -> 150 units but 65,000 real world hours -> ~$125k BOM with a path to $30k long0term -> $300M multi-year contracted order. And we have Optimus /
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      Humanoid Robotics: Public Options Compared – And a Case for Component Suppliers
    • MasterWUMasterWU
      ·08-21

      Trading Ideas: .SPX

      Hello everyone! Today i want to share some trading ideas with you! 9:40am, Aug. 14, my 2-hr TOP KILLER signal flashed RED ALERT, and I opened some short-term puts & have closed ALL of them today. A few sessions generated 170+ SPX points, which is quite remarkable--esp. since this indicator rarely flashes; but, if it does, look out below. $S&P 500(.SPX)$
      335Comment
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      Trading Ideas: .SPX
    • TrendSpiderTrendSpider
      ·08-20

      HIMS, BULL, META, TLT& XLV Welcome Great Upward Momentum

      Hello everyone! Today i want to share some technical analysis with you! 1 $Health Care Select Sector SPDR Fund(XLV)$ soaring to new all-time highs after a historic day on the mission to cure cancer 2 Long-term Treasury prices are currently trading at 22-year lows... Yes, 22-year lows. Persistent inflation, ballooning government debt, and uncertainty around the Fed have investors demanding much higher yields to hold long-term debt. $iShares 20+ Year Treasury Bond ETF(TLT)$ 3 Pressure building at a level $Meta Platforms, Inc.(META)$ simply refuses to give up 🌡️ 4 Another mean Stage 2 breakout after a strong Q2 earnings
      1.06KComment
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      HIMS, BULL, META, TLT& XLV Welcome Great Upward Momentum
    • ShayBoloorShayBoloor
      ·08-19

      Who is the Winner Under this AI Race?

      Hello everyone! Today i want to share some ai trading ideas with you! 1 $Cerebras Systems(CBRS)$ says its new CS-4 delivers up to 30x faster inference than GPUs while doubling CS-3 performance and improving efficiency by up to 10x. That extra speed gives AI agents more room for reasoning and tool use while pushing Cerebras deeper into production workloads. 2 $Rocket Lab USA, Inc.(RKLB)$ was selected as one of five vendors for the U.S. Space Force’s Space Data Network with a 2027 Photon mission set to test interoperability with $SpaceX(SPCX)$ $2.3B network backbone. Rocket Lab’s $12M award covers a Photon spacecraft
      994Comment
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      Who is the Winner Under this AI Race?
    • MMMTWealthMMMTWealth
      ·08-19

      NVDA& CBRS: Which One You Prefer?

      $NVIDIA(NVDA)$ vs $Cerebras Systems(CBRS)$ $NVIDIA(NVDA)$ is far cheaper but is it a better bet today? For now, yes. But let's see where $Cerebras Systems(CBRS)$ can get to when it's through this early IPO period. Firstly, $Cerebras Systems(CBRS)$ valuation was insane. It came in with an IPO that was 20x oversubscribed and then hit ~90x FY26 revenue estimates on day 1. With the stock now trading ~$52B on $900M in FY26 numbers...the valuation is still insane at ~57x 2026 forecasts. But we're also trad
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      NVDA& CBRS: Which One You Prefer?
    • ShayBoloorShayBoloor
      ·08-18

      RKLB, GOOG, MU& NBIS: Retracing the AI Trading Clues

      Hello everyone! Today i want to share some trading ideas with you! 1 $NEBIUS(NBIS)$ just secured approval to keep scaling Vineland after the planning board backed its expansion 9 to 1. The vote clears construction to continue and locks in 300 MW of capacity at the site. 2 Cramer thinks $Micron Technology(MU)$ can double again because the market is still pricing Micron like a boom and bust memory stock. He says data center demand has become “endless” while long term agreements lock in margins making this cycle fundamentally different from what the market is used to. 3 $Alphabet(GOOGL)$ is turning Spirit Airlines bankr
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      RKLB, GOOG, MU& NBIS: Retracing the AI Trading Clues
    • MMMTWealthMMMTWealth
      ·08-19

      The Reason I am Bullish on AMZN

      Just want to add to this $Amazon.com(AMZN)$ math: E-Commerce: ARR is currently $547B. It's likely worth anywhere between 1 -1.8x sales which puts the e-comm valuation ~$800B. Digital Ads: FY26 revs is heading towards $80B+ with operating margins likely at +50% which puts operating income +$40B. I think a conservative multiple on this is in the 20x EBIT range which values the ads business ~$800B as well. That's a total of $1.6T in e-comm and ads. Overall valuation is $2.8T which means ~$1.2T is available for: -> AWS: Likely worth +$3T by 2030 -> Amazon Leo -> Zoox -> One Medical -> Prime Video -> Equity stakes
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      The Reason I am Bullish on AMZN
    • MMMTWealthMMMTWealth
      ·08-18

      Pretty Difficult to Make a Legitimate LONG TERM Bearish Case

      Just some back of the napkin maths on $Amazon.com(AMZN)$from MS: $Amazon.com(AMZN)$ AWS: AWS Q2 2026 revenue came in at $42.2B. That's an annualized run rate of $169B. $Amazon.com(AMZN)$ management have said it's very possible AWS reaches a $1T annual revenue business. Constraint is entirely capacity driven with a huge $496B backlog. But let's model out the path to $1T in annual revs: Capacity ~14 GW in 2025 -> 120 GW in 2035. -> ~6 GW in 2026 and then ~8 GW per year thereafter. -> Monetization rises to ~$12 revenue per incremental watt. -> Which means at $12/W, each 8 GW of new capacity adds $96B in ann
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      Pretty Difficult to Make a Legitimate LONG TERM Bearish Case
    • 8899Nar8899Nar
      ·08-18

      𝙈𝙔 REGN 𝙑𝘼𝙇𝙐𝘼𝙏𝙄𝙊𝙉 𝙈𝙊𝘿𝙀𝙇

      𝙈𝙔 $Regeneron Pharmaceuticals(REGN)$ 𝙑𝘼𝙇𝙐𝘼𝙏𝙄𝙊𝙉 𝙈𝙊𝘿𝙀𝙇 1Y TARGET: $1060 POTENTIAL UPSIDE: +31% ✅ ASSUMPTIONS: LTM Revenue: $15.535B 5Y Revenue CAGR: 10% 2031 Profit Margin: 35% 2031 PE Ratio: 17 Shares outstanding: 106.0M Shares reduction: 2%/year VALUATION: Q2 2031 $Regeneron Pharmaceuticals(REGN)$ SHARE PRICE =15.535 * (1.10)^5 * 0.35 * 17 /[0.1060 * (0.98^5)] = $1554 You can now choose the discount rate that you prefer, for Regeneron I want to use 10%. ACTUAL PRICE: $810 FAIR VALUE: $965 PRICE TARGET (1Y): $1060 POTENTIAL UPSIDE: +31% EXPECTED RETURNS: 13.9%/year DIVIDEND YIELD: 0.5% - - - - - - - - - - - - - - - 𝘛𝘩𝘪𝘴 𝘱𝘰𝘴𝘵 𝘪𝘴 𝘧𝘰𝘳 𝘪𝘯𝘧𝘰𝘳𝘮𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘢𝘯𝘥 𝘦𝘥𝘶𝘤𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘱𝘶𝘳𝘱𝘰𝘴𝘦𝘴 𝘰𝘯𝘭𝘺
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      𝙈𝙔 REGN 𝙑𝘼𝙇𝙐𝘼𝙏𝙄𝙊𝙉 𝙈𝙊𝘿𝙀𝙇
    • TrendSpiderTrendSpider
      ·08-18

      IREN, SLV, HOOD, PFE& XLE Welcome Great Rebound Here

      Hello everyone! Today i want to share some technica analysis with you! 1 Energy $Energy Select Sector SPDR Fund(XLE)$ quietly putting together its best stretch in months as it breaks out of the wedge 🌶️ 2 🚨 CEO Buy Alert The CEO of Pfizer $Pfizer(PFE)$ dropped $1,000,000 on his own stock last week while shares trade more than -55% below their 2021 peak. 3 MACD just crossed bullish below the zero line 👀 $Robinhood(HOOD)$ 4 Silver $iShares Silver Trust(SLV)$ reclaiming the 200 👀 5 It's a loooong way to Wall Street's price targets 🌶️
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      IREN, SLV, HOOD, PFE& XLE Welcome Great Rebound Here