I strongly believe that Wall Street is under appreciating the Alani acquisition. If you spend 10 minutes on social media you can quickly see the brand loyalty of Alani.
Bullish on $CELH
$40 over next 12 months
$PANW earnings great but a slight beat and raise after the stock was up 50% last month and now up another 10%?
Like it for a short here at $330
At least these semi names blowing out the numbers. Not impressed
$PANW earnings great but a slight beat and raise after the stock was up 50% last month and now up another 10%?
Like it for a short here at $330
At least these semi names blowing out the numbers. Not impressed
@fundmyfund But $DELL was trading at a reasonable valuation versus these cyber names. Hard to justify owning too much exposure in either $Crwd or $PANW
$UEIC good long term hold. Trades below liquidation value on the balance sheet
Has a patent lawsuit upside that if Roku settles stock will double
Core biz declining pretty badly but management has been very disciplined with cost cutting so they’re FCF positive and will do $.50
@orrdavid Sounds like $CRSR and I agree and looking to short tomorrow. Management was very dodgy on answering how much memory that had left at a lower cost. These tailwinds will soon become headwinds for them and will materially suppress demand
$COLA volume picking up. Only 2.5MM float. This thing will fly once more eyes are on it.
Launched with SpaceX earlier this year
$SPCX $RKLB $ASTS $BSKY $RDW $PL