Tech Observer

[Tech Observer @J5jayfive]

@josephinvesting I am a fan of PL, it’s actually a great and healthy business today.

[Tech Observer @J5jayfive]

$ASTS $RKLB and $PL investors have been waiting on the $SPCX ipo for years thinking it would give them a boost..

Only to have Elon show up and Highlander them all.

All down huge since the IPO.

You have to admit it’s kinda funny.

[Tech Observer @J5jayfive]

People have been complaining there are no new names in the AI trade.

$TLN, Nuclear and gas company in the Midwest just closed strategic acquisition giving them a power monopoly in the Midwest. Increasingly important as Virginia is getting expensive and overcrowded for data centers.

Trades at massive discount to $VST.

TLN already has a huge deal with Amazon to supply power.

Was only trading at a discount because many thought deal wouldn’t close.

Probably at the floor right now.

I just added.

https://t.co/DUOPuFnW0T

[Tech Observer @J5jayfive]

@RaithwallRover I think all three of those are actually great potential investments. RKLB and PL are already strong businesses. I mostly just think this is funny as the initial outcome of the IPO

[Tech Observer @J5jayfive]

I am a valuation/thematic and momentum trader.

I’m looking at several signals.

I love credo. The chart looks great. I will
Own in again.

But seeing it struggle the last few days while the market had so much momentum was concerning.

$MU just broke all time highs and looks ready to run. I’m a big believer in the memory story no longer being cyclical.

Still love $crdo and it protected me during the pullback the last few weeks. but always looking for the best place to have my capital at any given moment.

Again.

[Tech Observer @J5jayfive]

Made some big changes yesterday.

$MU

[Tech Observer @J5jayfive]

Made some moves last week.

Flipped a large portion of my $MU to $MUU.

During AH Friday I shaved some $CRDU into $BEG and $NBIS

Was killing me not to own $NBIS, one if my fav names.

Probably will add more $MUU this week.

Likely from $CRDO

Giddy up

[Tech Observer @J5jayfive]

@ShortSwings This environment will provide plenty of volatility.

[Tech Observer @J5jayfive]

See a lot of posts recently that there are no more “good” or “new” ideas in the AI trade.

So…

- We have a set list of 15-20 names
- They keep beating earnings
- AI demand continues to accelerate
- The CapX cash register keeps going

There has never been an easier time to get rich.

Of course these returns are not long term sustainable. This is a once in a lifetime moment and you’re bored?

I already don’t have to work anymore because of the last 18 months.

If this lasts 3 more months I’ll have F/U money.

Please stop being cute and pick this money up off the floor.

They never give it away this easily.

[Tech Observer @J5jayfive]

@tilmancompounds 100000%. Life changing to start compounding on a large base early.

I think anyone who leaves this market moment and has not changed their financial trajectory has absolutely failed.

[Tech Observer @J5jayfive]

I can’t see a world where it’s under 1000 a year from now. It could dip but given the cash and its growth I think it’s sitting at the floor right now.

That said geopolitical tensions and Trump are always a volatility risk short term.

I’m likely taking MU/MUU to 40-50% of port today.

[Tech Observer @J5jayfive]

Made some moves last week.

Flipped a large portion of my $MU to $MUU.

During AH Friday I shaved some $CRDU into $BEG and $NBIS

Was killing me not to own $NBIS, one if my fav names.

Probably will add more $MUU this week.

Likely from $CRDO

Giddy up

[Tech Observer @J5jayfive]

Proud to be barely off my highs after this drawdown the last few weeks.

I have feeling a leg up is coming.

P.s. I like Credo

$CRDO
$MU
$BE
$AMD

[Tech Observer @J5jayfive]

@josephinvesting Probably flipping a lot of $CRDO into $MUU tomorrow. Will keep the $CRDU

Floor is so high with micron is a great place to have leverage without too much risk of getting burned.

[Tech Observer @J5jayfive]

@oguzerkan The stock is up massive multiples. It’s likely +90% of many of these people’s wealth now. You take some off the table.

I can’t tell if this is disingenuous or you are this out of touch with people with large equity packages.

[Tech Observer @J5jayfive]

Strongly considering a massive allocation of $MU/ $MUU again….

Risk adjusted it’s just really hard to put my money anywhere else.

I have 90% confidence there is a double here over the next 12 months… probably the next 6.

Can just add leverage and take the layup.

[Tech Observer @J5jayfive]

@TylerGlasscock_ Big bank take little bank.

[Tech Observer @J5jayfive]

@daniel_koss Haha. We have talked before. I used to have another account. 😉

I tailed you on $NBIS and was previously a big $TE guy. You can probably put this together.

[Tech Observer @J5jayfive]

Me to my AI infra stock:

I’m telling you… these bears are going to cost you a LOT of money.

Still isn’t over

$MU $CRDO $AMD $BE $AAOI $LITE $DELL $ALAB etc etc etc….

[Tech Observer @J5jayfive]

@CrushingCharts Thank you sir.

[Tech Observer @J5jayfive]

Proud to be barely off my highs after this drawdown the last few weeks.

I have feeling a leg up is coming.

P.s. I like Credo

$CRDO
$MU
$BE
$AMD

[Tech Observer @J5jayfive]

Port heading into the week.

$AMD will hurt if the premarket today is real.

Pulled from $NBIS and $BE to catch the $DELL post earnings and get some $NOW but will rebuild.

Rest of it looks great.

$MU
$AMD
$DELL
$CRDO
$NOW
$BE

[Tech Observer @J5jayfive]

@tilmancompounds @josephinvesting You work all year for those few opportunities to push all your chips in.

I’m looking at $300 to start offloading or at least swap out of the leverage.
I think it’s going to $330 or so though.

However market is ugly. Who knows.

[Tech Observer @J5jayfive]

$CRDO

[Tech Observer @J5jayfive]

Proud to be barely off my highs after this drawdown the last few weeks.

I have feeling a leg up is coming.

P.s. I like Credo

$CRDO
$MU
$BE
$AMD