VRT recently hit an ATH of $150 and then lost 33% in the DeepSeek AI rout last week. I think this is an over reaction and a great buying opportunity. I don’t think data center infrastructure demand is going down …
Bought the dip today, 8% drop on 1 analyst rating is diabolical 😂😂 therefore i dump my life savings in
Before earnings. Leather jacket. Run. Up. NVDA never disappoints. If you found a $100 bill on the ground you would pick it up. Pick up these calls.
Half-porting into Lockheed, geopolitical tensions are gonna be heating up soon imo. The company is down from a mid earnings last quarter but they still make bank, overreaction tbh.
[Dont want the big boys tracking me. YOLO BB!](https://preview.redd.it/p9qnwevxdjhe1.png?width=623&format=png&auto=webp&s=ae266e48f9d21e3f30ba6de83d3232e99be41bd1) This time I just asked my wife's boyfriend. If I lose it all, I'll just ask my wife's boyfriend again. Also, my DD is the everything that other guy said.
https://preview.redd.it/r3miq6xpckhe1.jpg?width=1179&format=pjpg&auto=webp&s=2f48e0d873d1e6daabb53b182f06c964fe17a4b5 Thesis: bounced off 5 year lows with its earnings today. Had a double beat and a revenue CRUSH of over 30%. I think a reversal is in play and it could move up quickly. Hershey had a buyout offer …
My definition of a diversified portfolio
China tariffs, Temu, Alibaba, AliExpress, etc.
The bet is that Paramount will settle the CBS/🥭 lawsuit as a bribe and shortly after (end of march) the merger with Skydance will get approved. I think the FCC noise, and also recent “concerns” by senators about the merger …