Posts
NVDA is up only 9% YTD while the semiconductor index ripped 77% — is this the biggest disconnect in the market right now?
The company capturing 65-70% of all AI capex spending is trading at a 30-35% discount to the hyperscalers that buy its chips. That's honestly kind of wild to think about. 2027 Forward P/E at 15.7x, while big tech averages 22x. Hyperscaler capex grew 115% last quarter and these guys are …
Stage 2 screener on tradingview
Has anyone here successfully made a stage 2 screener on tradingview that can filter using all of Mark's criteria? Thanks!
$WIX, short squeeze potential
TLDR: Institutional ownership plus high short float on a profitable business. Looking for short squeeze. Wix has evolved from a website builder into an **AI-powered application platform**. The biggest catalyst is its **2025 acquisition of Base44**, a no-code AI app builder that has become one of the company’s fastest-growing businesses, …
$ZSQR, the next IREN?
TLDR: Im waiting for support to hold above $7 before entering swing. NFA. ZSQR is a \*\*high-risk AI infrastructure + crypto infrastructure\*\* play. Similar to \*\*IREN, APLD, HUT, and CORZ\*\*, the company is shifting from Bitcoin mining toward \*\*AI/HPC data center infrastructure\*\*, aiming to monetize its existing power and data …
Latin America is starting to look interesting again
I think a really interesting spot to look for opportunities could be the LatAm theme. it's been lagging for a while and there were some pretty decent opportunities elsewhere, but now it could be setting up. These are the stocks in the theme: https://preview.redd.it/k98y1oy347ch1.png?width=2076&format=png&auto=webp&s=70cd7285c0adeed755b47b085fecef2264659863 [https://grouplens.ai/s/latin-american-0tz2oruo45](https://grouplens.ai/s/latin-american-0tz2oruo45) What themes are you currently …
$PENG - Stock analysis July 9
My experience with Momentum Swing Trading (French Stocks) – Looking for feedback
Hi everyone, I'm making this post because I started trading **Momentum swing trading on French stocks** in April 2026, and I'd really like to get feedback from people who have experience with this type of trading. I'm not trying to sell anything or claim that I've found a "holy grail" …
Small-caps up 22% in H1 2026... Is this rally actually real or are we all getting played?
IWM had its best first half since 1991. Up nearly 22%. That's not a typo. And it's not just the headline number. Sixteen of the top 50 Russell 2000 performers are chip-sector names. AEHR, ICHR, MXL all up 400%+ at some point. The AI wave finally started trickling down to …
is this a good portfolio for a 14 year old
for context i’m a 14 year old and i made all this money from shoveling and i don’t get an allowance so i just put all of it into stocks hoping it can make me money and i can use that to buy whatever
I automated my leadership-rotation swing method (buy leaders coiled at support, 4–14% structural stops). The honest backtest numbers, caveats first.
Ran this on paper for a while, went live a few weeks ago. I'd rather have it torn apart now than find the holes with real money. The idea: rank every name in the S&P 500 and Nasdaq-100 by relative strength, buy the leaders when they pull back to support, …