Just knowledge share, not financial advice.
Joined August 2021
- Tweets1.1K
- Following225
- Followers421
- Likes3.7K
Pinned Tweet
🤷🏽♂️ just a little 9x (ish from here).
$MU CEO came out last week with a strong statement, sold out through the end of the year 🚀🚀🚀
HBM Memory is going to be a huge focus I believe now. $MU is set-up to benefit the most from this, anticipate them to post good numbers with a bullish guide.
2
317
traderX retweeted
$SMCI SMASHED Q1 EARNINGS
Adj EPS: $1.81 vs $1.23 est ✅
Sales: $19.95B vs $16.39B est ✅
Raised Q2 Adj EPS Guidance ✅
Raised Q2 Sales Guidance ✅
🟩 +7.04% in after-hours
traderX retweeted
After round tripping 10
Points on AAPL. At least this $SNDK trade worked out well. Locked in for 22
traderX retweeted
HOPE EVERYONE HAD A HAPPY HALLOWEEN!!! @TFLabofficial
🎃🎃🎃🎃🎃🎃🎃
Sincerely, Tip Toe
@themissinglinks
@GranderTheGreat
@redbadbear
@sp_traderX
traderX retweeted
If you were bearish on $MU at $850, you must be thrilled to have a generational short opportunity here near $1,000. 😂
traderX retweeted
I think historical analogs are important. Studying past market cycles and trying to find precedents for current price action can be extremely valuable.
But some of the comparisons I’ve seen lately are just outrageous, with ZERO context or awareness of the broader market backdrop.
Comparing $SOXX today to the 2000 dot-com top is a poor comparison, and so is comparing $MU to the tops in COVID darlings like $ZM, $W, $ETSY, etc. Sure MAYBE the charts share some similarities but have a little common sense.
Market structure, fundamentals, earnings growth, industry dynamics, and the broader macro backdrop all matter.
Just because a few charts look similar doesn't mean the circumstances are remotely comparable.
Context matters.
traderX retweeted
$DELL CEO Michael Dell says memory shortage is going to “get worse” next year with ~$95B in AI server backlog and DRAM supply still limiting deliveries.
With new memory fabs unlikely to provide meaningful relief until 2029 or 2030, the 2027 oversupply fears weighing on $MU and $SKHY look really disconnected from what customers are actually seeing.
traderX retweeted
Everyone sleeping on $QSI when a company transions from shitco science product to having a real product. That is the best time to buy
Ok this is pretty big for $QSI. Maybe it’s not a shitco anymore. Big seal of approval from the founder of $BFLY. @pennycheck
traderX retweeted
We sniped some $META 747.5c for tomorrow sub 1 before the OpenAI event as our thesis was it would go up after as OpenAI cannot compete on consumer. We added when @eliant_capital called the 730c. Made them all free. Target 750 tomorrow. Only @TFLabofficial
traderX retweeted
This post is why we do what we do.
We’re here not just to help you become a better trader, but to help save you time and mental bandwidth.
Many of our traders do so on the side of a busy career and family.
And it’s important to us that you protect that.
traderX retweeted
Breaking news: Rolex debuts the brand new Perpetual Padellone, bringing back the moon phase alongside instantaneous complete annual calendar functionality.
FIRST LOOK HERE: tinyurl.com/ycn8nmz8
Drawing on the legendary reference 8171 “Padellone” produced from the late 1940s into the early 1950s, the new watches pays tribute to the brand’s legacy, while looking toward its future. Housed in a 39mm case and offered in Everose gold and platinum, this isn’t just one of the most elegant Rolex pieces to date, but one that introduces a suite of new mechanical innovations.
Packed with instantaneous complete annual calendar and moonphase the new automatic Calibre 7190 within builds on recent technologies, including a Syloxi hairspring and the Dynapulse escapement introduced with the Land-Dweller, while adding the new patented Haplos annual-calendar system. The new line is kicking off with three distinct configurations, including one with a matching Settimo bracelet in Everose Gold for the first time.
We’re reporting to you live from the launch, with a full video now on YouTube and an article by Danny Milton on our website. Be sure to let us know your first impressions of the Perpetual Padellone in the comments!
traderX retweeted
🤝
Make memory great again Friday as we anticipated these old momo leaders would take the lead. @GranderTheGreat called $MU 980-1000 call spreads from 3.5 to 20. We rolled those profits higher looking for 1055 by Wednesday. @cordae nailed $SNDK swing from 1537 and I got a massive $SKHY swing from 150s. Only @TFLabofficial
traderX retweeted
Great work by these guys ! @sp_traderX & Casey
BREAKING - $BE Bloom Energy joins the S&P 500!!
The team @TFLabofficial predicted this one with Casey calling it early this week with the 2x leverage BE $BEX buy and call options and @sp_traderX adding on more calls today. Check the timeline we consistently nail the S&P 500 additions.
