Source material behind every call on the tape.
TL;DR: X-FAB (XFAB.PA, OTC: XFABF) is a profitable specialty semiconductor foundry with genuine exposure to the two hottest niches in chips right now: power semis (silicon carbide and gallium nitride for EVs and 800V systems) and silicon photonics (the optical …
Senior Vice President of Exxon Neil Chapman about the oil price surge coming in 2-3 weeks
Long story short, bought MU when it was at 64 dollars. I have 1.7 shares so it's now about 1600 bucks. Selling a bit to make a profit is going to be like 200 bucks tops, so feels like it …
Not necessarily the stock with the biggest upside. I mean the cleanest risk/reward. Something where the downside is somewhat defined and the upside actually makes sense. Could be a breakout, pullback, earnings continuation, sector rotation, oversold bounce, long-term entry, or …
I only give guarantees when I’m personally handling the trade myself. I can’t guarantee trades when you’re doing them on your own and only asking me what to do, because mistakes can happen during execution. That’s the reason I don’t …
ENPH just went from the $30s to nearly $73 in a few weeks and it's still holding strong around $70. Why the fuck is nobody talking about this harder? These guys own the microinverter game. New commercial IQ9 stuff is …
This company was awesome already but then recently invented native color LiDAR. A new generation of camera/lidar hybrids that are like cameras on steroids. The use cases are unlimited and scale way beyond normal lidar. Ouster is already partnered with …
**Let me make this simple. You’ve got a $530M market cap company sitting on a $5B contracted backlog. That’s not a typo.** ***The Setup:*** * 100-150MW coming online this year * 500MW+ online by EOY 2027 * $5B backlog (and …
There has been a lot of debate about how realistic orbital data centers are due to issues with thermal management and launch costs. However, as terrestrial data centers continue to experience delays due to construction complexity and growing political backlash, …