James

Swing Trader | Nurse | Meme Lord | NFA | Follow My Trades | Live Portfolio on SavvyTrader

[James @Dizu_Capital]

Alpha Velocity:

There’s the safe path. Then there’s the right path.

Follow this port on SavvyTrader. Link in bio. Get notified with my exact entries and exits as I take them.

3 months since inception

Currently +33.0% vs $SPY +2.6%.

[James @Dizu_Capital]

@InvestingAddict Renting is a luxury that many can't afford while owning comes with a higher risk of headaches.

[James @Dizu_Capital]

@InvestingAddict Her husband thanks you for your service

[James @Dizu_Capital]

@BarbellFi 2.6% interest is basically free money.

[James @Dizu_Capital]

@SilcAljaz @QC_Capitals Thats assuming Nike will somehow win back major market shares from their competition and the chinese market all increase their love for nike

[James @Dizu_Capital]

@kevinxu Can we all agree Kevin is the new @jimcramer

[James @Dizu_Capital]

@yesadok Leave some aura for the rest of us

[The Kobeissi Letter @KobeissiLetter]

Absolutely insane.

Nvidia, $NVDA, just guided $108 BILLION in revenue for Q3 alone.

And, this guidance assumes ZERO data center compute revenue from China.

This builds on the record $96.2 billion in revenue posted for last quarter for a projected total of $204.2 billion in 6 months.

We now have a $5+ trillion company is seeing +106% year-over-year revenue growth.

There has never been anything like what we are seeing right now with AI.

This is arguably the biggest technological revolution of all time.

[James @Dizu_Capital]

Follow the money.

[James @Dizu_Capital]

$NBIS long term thesis intact

[James @Dizu_Capital]

$MRVL was the move regardless if $NVDA goes up or down because majority of the CAPEX spending go towards these infra build outs so AI infra companies will be benefiting

Following me is 100% free btw

[James @Dizu_Capital]

$MRVL
is positioned to be the next big winner.

The stock has pulled back significantly, but the company has only gotten stronger:

• $GOOG deal worth up to $120B through 2033
• Custom chips for the largest tech companies
• Networking and optical products needed to connect massive data centers
• Record Q1 revenue
• Management expects growth to accelerate every quarter this year

Everyone is focused on $NVDA, but these data centers need more than just GPUs. Marvell is becoming one of the most important companies behind the entire buildout.

Bullish into earnings.

[James @Dizu_Capital]

@yesadok @SavvyTrader Thank you sir 🙏

[James @Dizu_Capital]

Best Performing portfolio!
50% in one month, and every trade is publicly tracked on my @SavvyTrader . You can follow along via link in bio

✅ +50% this month
✅ 100% green months
✅ 19% volatility
✅ 16.3% max drawdown

[James @Dizu_Capital]

$MRVL
is positioned to be the next big winner.

The stock has pulled back significantly, but the company has only gotten stronger:

• $GOOG deal worth up to $120B through 2033
• Custom chips for the largest tech companies
• Networking and optical products needed to connect massive data centers
• Record Q1 revenue
• Management expects growth to accelerate every quarter this year

Everyone is focused on $NVDA, but these data centers need more than just GPUs. Marvell is becoming one of the most important companies behind the entire buildout.

Bullish into earnings.

[James @Dizu_Capital]

@Softyyy_tweets @grok Zuck is goofy looking and she is also a billionaire

[James @Dizu_Capital]

$MSTR $BTC $IBIT

[James @Dizu_Capital]

@StockSavvyShay To be fair she would buy anything new and flashy

[James @Dizu_Capital]

I want to buy $SPCX at $80/share. Can someone do something? 😭

[Peter DiCarlo @pdicarlotrader]

$SPCX still holding internal bull structure

Needs to hold $130 short term

If not we will pull back to fill the VP gap at $116

I will be waiting at $116 to buy again / sell CSP

If we never get the pull back, all good.

[Peter DiCarlo @pdicarlotrader]

$SPCX still holding internal bull structure

Needs to hold $130 short term

If not we will pull back to fill the VP gap at $116

I will be waiting at $116 to buy again / sell CSP

If we never get the pull back, all good.

[James @Dizu_Capital]

$NBIS long term thesis intact

[Shay Boloor @StockSavvyShay]

$NBIS TO RAISE $4.5B THROUGH CONVERTIBLE SENIOR NOTES

[James @Dizu_Capital]

Quick +$411.58 on $MVLL today.

The $GOOG partnership just made the $MRVL trillion-dollar thesis a lot harder to ignore.

@JensenHuang already told everyone what was coming. $NVDA

[James @Dizu_Capital]

@KawzInvests @JensenHuang did tell us $MRVL is a 1T dollar company.