TL;DR: Powell Industries is poised to benefit from the growing need for sophisticated power distribution solutions for AI data centers, reshored manufacturing driven by robotics and automation, and a booming nuclear energy sector. *This is the author’s opinion only, not …
So far The Metals Company has only been breaking financial dreams. But this year might be different. With Trump in office there are new opportunities. Last year Steve Jurvetson joined the board. Through him they have a connection with Musk. …
On 11/24/24, I called MSTR top at $422 and it dipped. From 11/8/24 to 11/21/24, I bought IREN expecting an HPC-AI update. It rallied 60% to $15.39 in a week. On 11/15/24, I bought SMCI believing extension approval likely. It …
I believe the market is overreacting to AMD Q4 earnings, representing a great time to add some shares. Let's get into it. **Q4 Highlights -** * Revenue of $7,658 billion, 24% increase YoY. * Gross Profit of $3,882, 33% increase …
Alright, fellow degenerates, gather 'round! Let's talk about the stock that has been pumping out green candles over the last 3 months: [BigBear.ai](http://BigBear.ai) Holdings Inc. (BBAI). This ain't your grandma's stock; we're talking potential Deep Value 2.0 vibes here. Strap …
Brief long NVDA thesis for earnings run-up Fundamentals * AI CAPEX accelerating into FY25 with hyper-scalers guidance (META, GOOG, MSFT, ORCL) * Watch for AMZN earnings after mkt tmrw * Don’t care if AI is a bubble; companies will keep …
Tried to buy 2 puts ones is -1 and the other is +1. Tf does this mean? Help!
Let’s talk about why jumping on PayPal (PYPL) is a no-brainer as of February 5, 2025. 1. **Totally Oversold**: PayPal’s stock has taken a hit lately, and it’s trading at a discount. When the market overreacts and pushes the price …
Centrus Energy ($LEU) – The Uranium Sleeper Here’s the deal regards. Everyone and their mother is yapping about AI, semiconductors, and whatever overhyped garbage CNBC is pushing, but they’re sleeping on one of the most obvious nuclear plays. Governments are …
First off, for a company to potentially 100x, it has to be truly revolutionary to the point where no one believes in it. And that is what I love. I have mentioned a few of these in previous posts (my …