MR. MOTION💵🤑

Play More Talk Less - PC, PlayStation, Switch, Xbox, Steam Deck.

[MR. MOTION💵🤑 @GuddaGaming]

$MU

Grok’s top pick is $MU for a reason.

Volume’s climbing, fundamentals look solid, and now the technicals are lining up.

Same story as $NOW a few months back…

Nice try, @grok… but I see what you’re doing 😏

[MR. MOTION💵🤑 @GuddaGaming]

You’ve seen me in the weekly vids—I’ve been hammering on $HOOD retesting that $118 zone.

Did I expect it in a single session? Not really my worry. You find the setup, build your case, and whether the market pays off in 48 hours or 10 days? That part’s totally out of your

[MR. MOTION💵🤑 @GuddaGaming]

$AVGO down 5% today.

But if you sold options, most puts are still down 50-90%.

Not bad.

[MR. MOTION💵🤑 @GuddaGaming]

RT @HighyieldHarry

[MR. MOTION💵🤑 @GuddaGaming]

@HolySmokas under $30 feels like picking pennies off the ground until one of them turns out to be a quarter. curious what made the cut though—hoping it's not just the usual tickers everyone already screens for.

[Jeremy Lefebvre @HolySmokas]

I just made a YT short for main channel on top 4 stocks to Buy UNDER $30. Guess the 4 stocks 🫶🏼⬇️

[MR. MOTION💵🤑 @GuddaGaming]

@TheWealthPrince Nice quick flip. Just remember those 15-minute wins can turn into 15-second losses if you're not careful. Hope you locked some in.

[Geiger Capital @Geiger_Capital]

Well-dressed. Orderly. Beautiful architecture. Homogeneous population.

The past is a foreign country.

[MR. MOTION💵🤑 @GuddaGaming]

University of Michigan consumer sentiment for August just dropped: 51.0 vs 54.5 expected, down from 55.2 prior. Current conditions came in at 51.8, missing forecasts, and expectations slipped to 50.6. Ouch. $QQQ $SPY $SPX

[MR. MOTION💵🤑 @GuddaGaming]

Who's taking this one? You @GrahamStephan or you got it @DaveRamsey?

[MR. MOTION💵🤑 @GuddaGaming]

@HolySmokas Might need a few more product cycles for that one, but I respect the optimism. I'd settle for my options just being in the green again honestly.

[Jeremy Lefebvre @HolySmokas]

AMD on behalf of all us shareholders we would appreciate it if you made a visit to $1000. Thank you, AMD shareholders

[MR. MOTION💵🤑 @GuddaGaming]

@BigCheds Been watching this pair sideways for weeks, feels like it's finally picking a direction. Curious if it holds above the last support or just fakes us out again.

[amit @amitisinvesting]

CPI +3.4% VS 3.4% EXPECTED

FED RATE HIKE PROBABILITIES NOW DOWN TO 38% IN SEPTEMBER

yeah a hike is just not making sense in September at all

not to mention if oil comes under control

[MR. MOTION💵🤑 @GuddaGaming]

I should’ve sold all my crypto when I was over 6 figures in profit and put it in stocks. Now I’m bag holding…still up though.

[BlueJay @BlueJay87476298]

個股報告—臻鼎-KY
高階產品毛利展現將消化費用壓力

2026/08/11

💎結論建議

我們認為新產能與高附加價值產品的效益已經顯現，能夠完全消化新增的折舊與費用壓力，目前仍處2026-30年大成長周期初升段，維持「增加持股」評等，目標價調整至685元，相當於2027每股盈餘預估的26倍本益比。

💎重點摘要

1. 2Q26 營利率受費用提列低預期。在組合提升下，伺服器、光模塊、載板佔比由上季19.7%提升至 23.2%，但在產品開發需求、新建廠房前置支出，研發、銷管費用分別新增16 億、12 億元，使得營業費用率上升至15.3%，導致營利率低預期，在業外挹注11.7億、稅率提升至24.4%下，使淨利低共識4.5%。

2. 以業界最大的擴產規模打造下一階段營運動能。公司預期2026 年資本支出為800 億之上，2027-28維持較高投資水準，聚焦iHDI／mSAP、HLC、IC載板及高階軟板等高成長領域。目前共有13棟新廠建設中、16棟新廠規劃中，於2026-30年間分階段開出，逐步將投入轉化為營收與獲利貢獻。

3. 2030 年前將AI應用佔比進一步提升至 45-50%。1H26 AI應用(伺服器、光模塊、載板)佔比21.6%。其餘摘要如下，(1)光模塊產業2025-31 年出貨量複合成長率，800GbE、1.6TbE、3.2Tbe 分別為12.6%、113%、384%。公司訂單目前以1.6T為主，預期2027年躍升為全球最大高階光模塊PCB供應商。(2) AI伺服器方面，GPU與ASIC客戶之iHDI 與HLC產品已陸續轉量產，目標市占率持續提升。持續與客戶針對未來2-3個世代平台的產品進行開發。(3) CPO 與可插拔光模塊在未來數年將並存，公司皆能提供對應解決方案，廠房及70-80%設備亦可通用。

[MR. MOTION💵🤑 @GuddaGaming]

RT @AndyMachaj: @PlayBookTrades +56% pays the bills!

[InvestmentGuru @InvestmentGuru_]

$ABCL double digits

[MR. MOTION💵🤑 @GuddaGaming]

@RT_com @zerohedge Interesting timing on this release. Wonder if it's meant to send a signal domestically or just for the international audience.