Dmac

Following the money in AI stocks. Sharing only the news worth your time.

[Dmac @DmacInvests]

@SunshineHovm @GrindeOptions I have a set amount I invest into my core holdings evenly each week. It’s on a schedule I don’t even think about it.

At the end of the month, depending on how I spent, I invest the remaining into whatever presents the best opportunity. Looking like that’s $TSLA this month

[Dmac @DmacInvests]

@WesleyP79096 @GrindeOptions Different strokes for different folks I guess… long term investor focused on DCA here. I don’t time the market I buy stock in businesses I think will succeed decades from now.

[Dmac @DmacInvests]

$ANET The market tends to give you a second chance… if you missed the breakout here’s your shot to hop on before upcoming earnings

[Dmac @DmacInvests]

Nice looking breakout for $ANET a good example of a winner continuing to win

[Dmac @DmacInvests]

The real question is: was it $TSLA , $SPCX, or @elonmusk personally that acquired it ?

[Polymarket Money @PolymarketMoney]

BREAKING: Elon Musk acquires Jacksonville power company APR Energy in a deal valued at more than $1,000,000,000.00.

[Dmac @DmacInvests]

@allinkid You have to hit Luke’s on the pier

https://t.co/GQbBBjapmY

[Dmac @DmacInvests]

https://t.co/KjNFHgQ5XN

[Dmac @DmacInvests]

TSMC just posted the best month in its history: June revenue up 68% from a year ago, lifting Q2 ABOVE the top of its own guidance.
Yet $TSM is down 2.5% today & ~15% from ATH.
Earnings in 3 days, record numbers, & a discounted stock. I smell opportunity @ $420

[Dmac @DmacInvests]

@NotA_Bull Nice port! Large single name allocation even if it’s $Googl over 10% single stock is risky

If you trim $Googl $AMZN $O to ~ 10% you free ~12%

I’d add 4 new 3% starters
Two high quality international compounders:
$TSM $MELI
Two high upside picks:
$TSLA $PLTR

[Dmac @DmacInvests]

https://t.co/yqCBV1QS3p

[Dmac @DmacInvests]

Did you know SK Hynix removed the price ceiling from its memory contracts? $SKHY is also currently building new fabs to increase supply yet still refuses to cap prices... a bet the memory shortage lasts for years

[Dmac @DmacInvests]

@Mr_Derivatives Sounds about right. Yesterdays vote: 9 want a hike, 8 want none, 1 wants a cut. Warsh did not weigh in

[Dmac @DmacInvests]

Nice looking breakout for $ANET a good example of a winner continuing to win

[Dmac @DmacInvests]

https://t.co/7xqscwxXyp

[Dmac @DmacInvests]

Most big companies still run on SAP software built a decade ago. $PLTR just partnered with SNP to pull that data onto its platform and run AI on top.
Wired into how a company runs, Palantir doesn't get ripped out. I'm betting we continue to see it in their enterprise ARR growth.

[Dmac @DmacInvests]

Not having direct access to $SKHY in the US is one of the main reasons I invested in $DRAM when it came out. Debating a swap personally

[Dmac @DmacInvests]

The largest US listing by a foreign company ever isn't Alibaba anymore. SK Hynix lists on Nasdaq Friday at $29 billion, ticker $SKHY.
It's the top supplier of HBM, the specialized memory AI chips can't run without, at nearly 60% of the market. Will you get a piece?

[Dmac @DmacInvests]

https://t.co/UQdlFIwdpu

[Dmac @DmacInvests]

$PLTR and $NVDA built an operating system for governments and companies that want AI they fully control.
NVIDIA hardware racked in your own building, Palantir software wiring the AI into your data and turning it into working tools. Detail below

[Dmac @DmacInvests]

@Brian_Stoffel_ Half. Same chips, same cost, so only the price moves. Put cost at $15: at 85% GM the chip sells for $100, at 70% it sells for $50.

Surely it’s a coincidence $MU printed 84.9% GM in Q3 right😅