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Great Time to Scoop up Some AMD!
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 YoY. * Increased Gross Margin of 51%. * Operating Income …
$BBAI: Pelosi, AI, DoD Contract, and New Blood? [DD]
Alright, fellow degenerates, gather 'round! Let's talk about the stock that has been pumping out green candles over the last 3 months: [BigBear.ai](http://BigBear.ai) Holdings Inc. (BBAI). This ain't your grandma's stock; we're talking potential Deep Value 2.0 vibes here. Strap in, because this bear is about to roar. **The Pelosi …
NVDA Pre-Earnings DD (Sentiment and Technical) To Go with 77k Position
Brief long NVDA thesis for earnings run-up Fundamentals * AI CAPEX accelerating into FY25 with hyper-scalers guidance (META, GOOG, MSFT, ORCL) * Watch for AMZN earnings after mkt tmrw * Don’t care if AI is a bubble; companies will keep spending in the short term * Continued moat, industry dominance, …
Can someone splain this to me like I’m 5
Tried to buy 2 puts ones is -1 and the other is +1. Tf does this mean? Help!
**Thesis: Why You Should Go Bullish on PayPal Right Now**
Let’s talk about why jumping on PayPal (PYPL) is a no-brainer as of February 5, 2025. 1. **Totally Oversold**: PayPal’s stock has taken a hit lately, and it’s trading at a discount. When the market overreacts and pushes the price down, that’s a prime chance for a bounce back. Think …
LEU - Centrus Energy
Centrus Energy ($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 tripping over themselves trying to figure out how to meet …
My 100x companies 🤜📈
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 largest being IONQ) and got shit on for it. Since …
Redwire - The 3rd Musketeer Rocketlab SpaceX
Redwire already supplies Rocketlab with parts, a contractual agreement which started in May 2024. The also supply NASA, Lockheed Martin, Boeing, Blue Origin and many more. * They are currently working with $LLY on 3D bio-printing organs in space, which they’re making great progress of. * They acquired Hera systems …
Seasonal cycle of the real estate market
Market does a poor job pricing RE stocks by overreacting to seasonal cycles. Regardless of long term trend or company performance, you can see here that late October to early November historically produced price low points for RDFN. This is when the summer buying frenzy slows down and home sales …
$TMDX is a healthcare powerhouse
This is short and sweet. I am a doctor, practiced over 18 years. Taking call is miserable. Organs for transplant can only be shipped within 3-4 hours of the donor. Hospitals pay doctors and nurses to stay on call 24/7 just in case an organ becomes available. Enter TMDX. You …