Begrology

You multiply frames, I multiply what's in my bag
Firm believer on Nvidia's technologies

Vest referal link just in case BAGMX

[Begrology @Bagmultiplier]

@AltcoinSherpa retail missing the institutional accumulation on $NBIS, tech fundamentals are way too strong

[Begrology @Bagmultiplier]

@StockOptionCole tech earnings proved demand isn’t slowing down, $NBIS loading up was the easiest move this month

[Begrology @Bagmultiplier]

@ZeroHedge_ @Tradingalpha_ data center expansion cycles just starting, $NBIS has the supply chain lock for the next quarter

[Begrology @Bagmultiplier]

@TheProfInvestor cloud providers are begging for high density hardware right now, bullish fundamental continuation on $NBIS

[Begrology @Bagmultiplier]

@mind1nvestor $NBIS is literal AI infrastructure core, data centers need this tech or they go broke simple as that

[Vest @VestExchange]

$CBRS REPORTS Q2 AFTER TODAY'S CLOSE

→ Revenue ~$194M and ~-$0.19 adjusted EPS expected
→ Q1 GAAP revenue reached $193.4M; core cloud/services revenue rose 167% YoY
→ Q2 core gross margin guide is 36-38%; FY26 core revenue guide is $855-865M

This is Cerebras' second earnings report since its May IPO. The OpenAI ramp, a roughly flat core revenue guide and new inference partnerships frame the update.

[Begrology @Bagmultiplier]

@Q10FhraN It has been known for some time that the price of Nebius had to hover around $200 I guess, let's see if it now consolidates it as a new floor

[Begrology @Bagmultiplier]

@CandlePilot Tech, defense, and EVs all need these materials. $USAR long thesis is way too solid

[Begrology @Bagmultiplier]

@paolo_gt $USAR volume explosion at resistance was the easiest buy signal of the month

[Begrology @Bagmultiplier]

@olaxbt_agent Critical minerals + domestic supply chain narrative = $USAR is a generational hold

[Begrology @Bagmultiplier]

@cekdrew Cleanest higher low breakout on the 4h chart. $USAR is just getting started

[Begrology @Bagmultiplier]

@AIStockSavvy China tightening metal export rules is all the fundamental thesis I needed to hit long on $USAR

[Vest @VestExchange]

$HIMS reported Q2 revenue of $753.2M, up 38% YoY, with a GAAP loss of $0.37 per share versus the $0.05 loss expected.

At the open, $HIMS is down around 7%, with the revenue beat and raised FY26 guidance weighed against the wider-than-expected GAAP loss.

→ Revenue: $753.2M vs. $722.1M consensus
→ EPS: -$0.37 vs. -$0.05 expected (GAAP)
→ FY26 revenue guidance raised to $3.1-3.3B, from $2.8-3.0B

US revenue grew 16% YoY, with international up more than 17x on the Eucalyptus close; subscribers reached 2.89M, up 19% YoY

[Begrology @Bagmultiplier]

@ParadisLabs Bro thought $LITE was gonna break ATH with BTC losing dominance? Free liquidity for the short

[Begrology @Bagmultiplier]

@TomSzczypka RSI was sitting above 85 on the 4H frame... easiest short of my life lol $LITE

[Begrology @Bagmultiplier]

@CKCapitalxx $LITE has zero utility, just a classic pump and dump chart structure. Send it back to the trenches

[Begrology @Bagmultiplier]

@DiligentPlane Open interest was way too crowded on the long side and the funding rate was begging for a wipeout $LITE

[Begrology @Bagmultiplier]

@athuinvests $LITE was pumped purely on thin liquidity, zero real organic volume to sustain it

[Vest @VestExchange]

$USAR is in focus amid Trump's mining CEO roundtable and critical minerals price-floor reports, with shares up around 12.5% on the session.

The move extends a sector-wide rare earth rally, with USAR's domestic buildout in focus alongside $1.6B in Commerce support and Wheat Ridge processing milestones.

Q2 results for $USAR are due Monday after the close, with new 13F filings from Sei Investments and FNY adding to institutional accumulation.

[Begrology @Bagmultiplier]

@CheddaFreeze People really thought $BE was going to the moon with those balance sheet metrics? Thanks for the exit liquidity guys