Posts
News: Jensen huang on SPX technologies.
SPX technologies is the latest company to be partially acquired by both space x and nvidia for their top of the line rocket and data centre ventilation technology. This technology will be utilised in both ships and data centres for efficient cooling in any environment. Jensen huang stated in an …
SpaceX, Other Mega IPOs Denied Fast Index Entry by S&P
Kioxia (KXIAY) - Contrary to consensus, NAND supply is just as fukd as DRAM and Kioxia will continue to moon
Kioxia (KXIAY) is the structural low cost producer of NAND flash memory (yes, even compared to China) and is overhated relative to the big three DRAM suppliers. NAND (specifically Kioxia), will morph into an opportunity that is just as attractive as DRAM and its pump is only just beginning. Buckle …
Jane Street Plans New Data Center as Computing Power Runs Scarce
Get ready to be front-run even more !!
Thoughts on Potential for SpaceX IPO Day 1 Pop - May be Enough IPO liquidity to actually minimize or prevent a pop
Putting the straight valuation issues of SpaceX aside - of which there are many - this post is oriented towards those that might be looking to participate in the IPO and sell on Day 1. That is, capitalize on any IPO Day 1 IPO pop. The main issue I see …
Lululemon downgrades annual outlook. $LULU down 10% post Q1 earnings
You hear that, Mr. Anderson? That is the sound of inevitability [XLE & XOP]
**Disclaimer: All of this information was checked for errors but some may exist. Take this at your own discretion, this is an opinion of a regard on WSB. I own calls on XLE and XOP which I might close at any time or maybe I diamond hand them until they …
UFC 250 + $TKO + Trump Pump = $120k YOLO
Simple thesis: * [UFC Freedom 250](https://www.ufc.com/event/ufc-freedom-250) is Sunday June 14 on the White House lawn * Trump is corrupt af & already owns TKO shares (TKO owns UFC) * At or around the event he'll engage in his usual pump strategy for his own personal gain * profit $$$ 420 …