Posts
Anyone looking at Gorilla Tech Group?
AI infrastructure company. They have won $5 B of data centre builds and partnerships in India, Thailand, Indonesia. They have signed MOU's with Saudi Arabia. They also have contracts to maintain and run data centres in Egypt and Taiwan. They have a suite of Data Centre software being used for …
Seeing double digit percent increases recently in the transportation sector and looking for feedback from others who follow the industry
A friend put me onto a couple trucking/ transportation stocks in March like KNX, SNDR, and JBHT. He was quoting a few federal cases and industry news which would increase share prices and I’ve seen a good return on about $5k initial investment between these three stocks after some of …
$NB IS NEBIUS GROUP is gonna fly soon! I just bought in again!
\-This company is sitting right in the middle of the AI compute trade, and the growth is pretty crazy \-major AI compute demand behind them, including Meta related capacity deals, plus Nvidia previously invested **$2B** into the company. \-BILLION dollar deals, they are gonna fly man \-They’ve got serious power …
$LUNR Intuitive Machines Bullish - i'm in $1000 so far
$LUNR is starting to look really interesting here. Roth just raised their price target to **$75** from **$50**, which is a pretty big jump. That tells me analysts are starting to take the story a lot more seriously. Revenue is moving in the right direction, backlog is now around **$1.1B**, …
Another “what do I do with this AMD stock” post
I inherited AMD stock (so no money down) which is currently sitting upper 6-figures worth. It is my one and only stock holding outside of 401k/managed accounts. Obviously I would rather have my person back instead of this stress about what to do: sell? hold? sell and invest somewhere else? …
$OUST (Ouster) - The "Physical AI" Play
Ouster (OUST), a US company I've been heavily invested in (Shares no Options) and following for the last year. I believe they have the ability to capture the "physical AI" layer. The thesis is that AI will diversify from screens and into the real world (robots, drones, warehouses, factories, vehicles, …
Nvidia went from 95% to zero market share in China's AI chips while the US can't decide whether to sell there or not
Jensen Huang went on CNBC after Nvidia's Q1 earnings last week and said something that deserves way more attention than it got. His exact words about China: "We've evacuated that market. We've really largely conceded that market to them." He was talking about Huawei. This is the CEO of the …
Bitcoin To Data Center Power (overhyped?)
Do you think the market is overhyping stocks like IREN and Cipher Digital and Terawulf? I've read that their transition to providing power will work, but possibly only in the short term until hyperscalers sustain their own power and won't need power for these companies. In other words, IREN and …
Do I just hold MU? Not really sure what to do.
Long story short, bought MU when it was at 64 dollars. I have 1.7 shares so it's now about 1600 bucks. Selling a bit to make a profit is going to be like 200 bucks tops, so feels like it isn't worth even bothering. I guess this is also a …
What’s the best risk/reward setup you see today?
Not necessarily the stock with the biggest upside. I mean the cleanest risk/reward. Something where the downside is somewhat defined and the upside actually makes sense. Could be a breakout, pullback, earnings continuation, sector rotation, oversold bounce, long-term entry, or even just holding cash because nothing looks good. What setup …