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Prepare for a significant NVDA pullback until the company reports more conclusively positive numbers on Blackwell
My breakdown touches upon: 1) Overall market context; 2) NVDA specific policy changes coming under Trump administration Overall market context is important, especially if we are headed for a correction or a consolidation period after the period of exuberance we have seen across asset classes. The overall market has largely …
Archer (ACHR): Over $6 and Counting—The Journey is Far from Over 🚀
**Alright everbody, let’s talk about where we’re at with ACHR:** Since my first post back in October, Archer has climbed **over 100%** and now sits above **$6**. The steep incline has been exciting, but the journey is far from over. Here’s a look at what’s been happening. We’ve got major …
Nuclear Power, Crypto, and Monday Moves
Hello, I am back to talk more about SMR, UEC, and now MSTR. When I posted about SMR a week or two ago several people said that it was a bad investment as it has already grown 600+ percent this year. Look at where the stock is now. After recent …
Stock is Trading at All-Time Lows with a Sub-$2B Market Cap, $600M FCF, $4B in Assets, and Over 30% Short Interest— Absurd.
Apollo tried to fund a Kohls buyout in 2022 for 8B (nothing has changed drastically about its business between now and then). Let’s break down Kohl’s ($KSS). The stock is down 20% today, trading at an all-time low with a market cap under $2 billion. Meanwhile, the company generates $600 …
DOJ doesn't understand software and why GOOGL is an obvious play
so the government want to split Chrome off Google? this is a win win scenario for anyone who picks up any Google stock and Google itself: 1. They do split it. Google goes about it's business making billions and now Chrome belongs to someone else or in its own thing. …
$APP - McLovin AppLovin
AppLovin is a mobile technology company that provides a comprehensive suite of solutions to help businesses, particularly mobile app developers, grow and monetize their products. Their tools connect with 1.4 billion through mobile, TV, and other platforms. They support mobile ads through an AI/ML process to design and place ads. …
🔋 Bloom Energy’s 95% Run: The Hidden Energy Play Behind AI Data Centers
**Bloom Energy (BE) surged 59% on Nov 15 and is now up 95%.** While it’s unclear if the rally will pause or continue—and you should be mindful that, as I just said, she has already soared 95%—this post explores why this move is more than a short-term trend, with highly …
Kohl's (KSS) at $15 - Seriously Undervalued, Here's Why 🚀
Alright, gang, hear me out. I think (Kohls) KSS is an absolute gem right now, sitting at $15. Here's the case: 1. Franchise Group tried to buy KSS at $69 per share in April 2022 💸Yeah, you read that right. Franchise Group was willing to pay $69 for Kohl's not …
Red Cat Holdings, Inc. (RCAT) Due Diligence Report
**Company Overview** Red Cat Holdings, Inc. is a technology company specializing in the development of drone systems and solutions for military and commercial applications. In response to the United States renewing bans on DJI drones through legislation such as the National Defense Authorization Act (NDAA) and the American Security Drone …
FNMA: Come back in 2026/2027
For those of us that have followed the Fannie Mae and Freddie Mac trades since they went into conservatorship, my theory is that it's worth waiting until the end of 2026. Here's my thinking: * Political * Trump likely wants to privatize Fannie and Freddie. He looked into it his …