Daniel Almog

מה יש בזה ?

[HassytradesTLT @hassyswings]

$CRDO

Entries given at $230 on this SWING +25%

Next target $300

Move stops up and take profits along the way.

[Daniel Almog @DanielAlmog3]

@Dividend_Dollar GOOG

[Daniel Almog @DanielAlmog3]

@Efkimi ZETA 👀

[Oguz Erkan @oguzerkan]

Best times for hyperscalers are yet to come.

Hyperscalers together added $1.5 trillion of backlog, while projected capex growth for 2027 is just $365 billion.

So, we can expect $1 of capex to generate roughly $5 of sales over 4-5 years, which means even a 13-14% operating margin will suffice to clear the 10% ROI hurdle rate.

The main leverage is that once these contracts are renewed, margins will jump as the equipment will have been fully depreciated but still useful. Six-year-old A100 GPUs still work, and they are in demand, validating this.

If the overall demand stays intact, hyperscalers will literally print cash.

$AMZN $MSFT $ORCL $GOOG

[Daniel Almog @DanielAlmog3]

@Mr_Derivatives NVDA, GOOG,HOOD

[Daniel Almog @DanielAlmog3]

@Lioz2468 AVGO
MU
MSFT

[Daniel Almog @DanielAlmog3]

@Guy_Hanein שלמה ארצי גנב לי תשירים! כל ההצלחה שלו זאת ההצלחה שלי

[Daniel Almog @DanielAlmog3]

@Losha_x24 רק עם בגד גוף

[Daniel Almog @DanielAlmog3]

@realDonaldTrump מכור

[Daniel Almog @DanielAlmog3]

@Davidz2144 טובה גמזו 2025

[Daniel Almog @DanielAlmog3]

@TalTorkia @magic_shemesh זה אלישע?!

[Daniel Almog @DanielAlmog3]

@magic_shemesh מתת

[Daniel Almog @DanielAlmog3]

@RavivDrucker @itayr2 ואתה כמה הצלת יפיוף?

[Daniel Almog @DanielAlmog3]

@tomer_padova שימציאו דאוס קודם

[Daniel Almog @DanielAlmog3]

@Nadavaviv1 @HilaBusheri ברו בנה תשתית

[Daniel Almog @DanielAlmog3]

@Nadavaviv1 @MaccabiPedia @Guyshick1 יאוו זוכר את זה

[Daniel Almog @DanielAlmog3]

@razzsharabi אלישי כדיר זה בכלל עחי

[Daniel Almog @DanielAlmog3]

@NeilMegas

[Daniel Almog @DanielAlmog3]

@MizrahiNiron @KobiMahir @magic_shemesh @omerstink98 @YonatanGoldwas2 @razzsharabi @Yuvalkeren10 איך הוא אוהב את החלוקקקקק

[Daniel Almog @DanielAlmog3]

@magic_shemesh מהסיפורים היותר טובים שלך!