“All I have in this world is my balls and my word, and I don’t break them for nobody.”
Joined January 2024
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thekidjax retweeted
“See, this is why I keep my portfolio in an FDIC-insured savings account clipping 3.05% APY”
thekidjax retweeted
The stock market will run a test once in a while to see how much of a pussy you are
thekidjax retweeted
BofA Assumes Coverage on $FIG with Buy Rating, PT $30
Analyst comments: "We are reinstating coverage of Figma with a Buy rating and a $30 price objective, based on 8x CY27E EV/sales. The stock is down 85% from its 52-week high amid concerns that generative AI could disrupt the design layer and compress its value. We take a more constructive view and believe AI is more likely a tailwind, not a headwind. In addition, we see encouraging traction in the company's transition toward a hybrid consumption/seat-based pricing model, creating monetization opportunities while reinforcing adoption."
Analyst: Tal Liani
thekidjax retweeted
This is like when Curry hit 4 3s in a row against France to win us gold and LeBron fans were on the TL saying "this is so much fun when he's on our side"
thekidjax retweeted
Sea mine removal in the Strait of Hormuz could take 40-50 days once the effort begins, per Reuters.
thekidjax retweeted
Memory Companies Forward P/E Estimates [May 2026]:
Sandisk ( $SNDK ):
~22.9x [2026]
~7.4x [2027]
Micron ( $MU ):
~12.9x [2026]
~7.5x [2027]
SK hynix:
~6.9x [2026]
~5.5x [2027]
Samsung Electronics:
~6.8x [2026]
~5.0x [2027]
Data sources:
Sandisk: Bernstein (1 May)
Micron: BofA (13 May)
SK Hynix & Samsung: JP Morgan (18 May)
LTAs extending through to 2030 from hyperscalers have effectively transformed memory companies to have predictable SaaS-style revenue streams.
A paradigm shift to reliable earnings where suppliers hold all the pricing power.
Yet forward P/E multiples remain paradoxically compressed.
thekidjax retweeted
Got my wife an HBM3E necklace for Mother’s Day.
Not diamonds. Not pearls.
Micron high-bandwidth memory, wrapped in gold, because she’s the most supply-constrained asset in the house and somehow still has more memory bandwidth than NVIDIA.
Happy Mother’s Day!
🤖 Made with AI
thekidjax retweeted
This PR from $AMPX on it's deal with $NOK last december becomes a LOT more interesting after this news from Anduril.
Fwiw I have also noted in the past @PalmerLuckey only follows one battery company and it is @AmpriusInc
ANDURIL ADDS 5G COMMS TO SENTRY TOWERS
Anduril says its new 5G Comms Sentry Tower, built with Nokia $NOK Federal Solutions, can deploy in under 3 hours, run without existing power or network infrastructure and scale coverage across remote sites.
thekidjax retweeted
IMO still not worth it
My over simplified framework is
Are we at war ?
Is the strait closed ?
I personally am always trying everything I can to grind a edge in the mkt but it is just to difficult to predict.
Preserve capital and get back in when I feel like I understand where were headed
thekidjax retweeted
Today, we released our Q4 results!
We’re proud to have enhanced our supply chain to continue meeting the increasing demand for Amprius’ innovative batteries.
See more in the release below:
ir.amprius.com/news-events/p…
$AMPX
thekidjax retweeted
THE MOMENT THAT SECURED GOLD FOR TEAM USA MEN'S HOCKEY 🇺🇸
(via @NBCOlympics)
