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Sable Offshore (SOC): Excellent Dip-buying Opportunity?
Position - 7669 shares @ $28 ; planning to buy additional 6521 @ $23. For the sake of transparency, I am holding a sizable bag, but I'm also willing to double down with my remaining cash because after doing a deep dive on the cause of a 9.5% dip I …
DD: Big Bear AI ($BBAI) - palantir 2.0
I’m looking for the regardedest, lowest, humblest of you to confirm the way. * Big brains didn’t agree when "[geneman7](https://www.reddit.com/user/geneman7/)" said PLTR bumpy revenues weren’t a concern (2022). * Big brains didn’t agree when "[geneman7](https://www.reddit.com/user/geneman7/)" said get into Bitcoin before the wall street wave (2017). * Big brains didn’t agree …
Powell Industries: Rooted in The Oil Boom, Ready For The AI Revolution
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 financial advice, and is intended for entertainment purposes only. The …
Musk <3 Deep sea mining?!?!?
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. The CEO hinted on moving to the US: https://x.com/figgy1million/status/1886456732760560070 As …
CLSK Earnings Today and What Follows
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 rallied 138% to $44.16. With earnings tomorrow, Bitcoin miner CLSK …
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 …