Posts
Monke made tuition
ORCL and VST getting dumped because of "AI overspending" fears, and I think the market is just wrong
Been slowly adding to positions in $ORCL and $VST while everyone else is panic selling, and honestly the bear case here feels really stretched. The whole "AI capex is reckless" narrative keeps getting louder but the actual data tells a different story. Power grids are still behind demand, chips are …
Google play
Picked up some Google calls yesterday Is it a lot of money? No Big win for me? Absolutely
$TNMG called the consolidation and spike perfectly, now what?
Loaded up 280k shares around $0.32 on $TNMG and mapped out a few resistance levels to watch. The consolidation and spike played out pretty much as expected, which is rare enough to appreciate. The tiered targets were roughly $0.43-$0.45 on the conservative side, $0.65-$0.70 as the main zone, and $0.85-$0.95 …
Buckling up for the ride
This is going to be a wild ride for the next 8 weeks. I have faith in Tesla but we’ll see.
Wtf is happening here?
As in the title, what is happening with this stock? It just exploded
Did I screw up?
I only supplement a portion of my portfolio with options. I bought a low point in SOFI this week thinking I could make a profit if it started climbing towards earnings as they have been trending down for quite a while now but showing strong profits. I'm currently down 40%. …
⚡MORNING WATCHLIST⚡
$LVWR Entry above: $1.43 🎯 $1.60/$1.75 🛑 $1.35 $WLDS Entry above: $2.70 🎯 $3.00/$3.30 🛑 $2.58 $PN Entry above: $11.50 🎯 $13/$15 🛑 $11 $AKAN Entry above: $9.75 🎯 $10.50/$11 🛑 $9.50 Note: These are trade ideas based on break-out levels, once they hit entry & start moving up, consider …
Intel just posted $16B revenue, up 25% YoY, and the bears are still calling it a value trap?
Been watching $INTC grind through this turnaround for a while now, ngl the Q2 numbers were better than I expected. Revenue hit $16.13B, up 25% year over year, beat consensus by almost $2B. DCAI segment alone was $6.3B, up 59% YoY. Gross margin expanded to 40.4%. Foundry losses narrowing too, …
RingCentral (RNG) with 11% short interest, just released beat and raise earnings
RingCentral (Ticker: RNG) just published earnings yesterday after market close and they just beat + raised guidance for the second time this year, while stock has 11% short interest. Revenue growth is accelerating again, margins are improving, debt was reduced, SBC was reduced, dividend was increased, cash flow increased. They …