Jesus is King. GO BLUE. Litigator. Long-duration equity / LEAPS expert. DYOR and never do what I do 😉.
Texas, USA
Joined June 2020
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Lots of AI panic this weekend based on comments from Anthropic and OpenAI…could be a harsh Monday / Tuesday in equities…but might want to remember that a brilliant investor once said: be greedy when others are fearful. DYOR and DYODD.
TheMarketMaker retweeted
💡 $NBIS Made huge run this week
Today Learn
-> How & When to Long Such Mega Movers
-> Trade Day1 Earning Gap
-> 10 AM FLAG SETUP
-> How to Hold for Big Winner
-> How to trade Day2 Earning Setup
-> When to Exit Trade
-> Using Ripster Clouds
-> Live Trade Recap
TheMarketMaker retweeted
BREAKING: Houthis have hit a pair of Saudi oil tankers in the Red Sea with missiles and drones
The attack comes after the Houthis declared Red Sea naval blockade on Saudi Arabia and its trading partners, warning vessels against entering the Bab-el-Mandeb.
TheMarketMaker retweeted
Your little reminder that Jensen Huang, CEO of Nvidia, indirectly told everyone to buy $NOW
TheMarketMaker retweeted
I love it when there’s good news on my largest position…
$AMD just expanded its AI footprint inside $MSFT Azure. Fits right into the thesis we’ve been talking about…
Every hyperscaler wants a credible second source to $NVDA, and $AMD rack-scale systems are how they get it.
Valuation gap fill towards $NVDA continues.
$AMD is now approaching the $1T milestone, ~5.7x away from $NVDA.
Initially started at more than 10x... that valuation gap is filling rapidly. Exactly what I've been calling for.
The thesis was simple: $AMD is the smaller version of the same AI infrastructure story. As they execute, the market gives them more credit. And less as a "second source."
That's exactly what's happening.
$NVDA is undoubtedly still the leader. But $AMD has more room to grow off a smaller base.
The next leg up has already started, and will accelerate even faster when MI450 interest converts to contracts.
(and tbh, I don't think you can lose betting on either of them long-term)
Was a tad bit early lol but this popped hard today. If they nail their new venture, this is going to rise further. DYOR. NFA.
Never want to try to catch a falling knife, but $CBRS is mispriced IMO. I’m watching for an entry, but “rule of threes” might be prudent. I think this company could be a major player in the near future. DYOR.
Also, AXON. Again.