Abhi

Do deep research, position better. NFA

[Abhi @KryptonCEO]

The goal in founding @KryptonResearch was to create a different sort of research firm, both for personal practice as well as the betterment of our growing subscriber base.

Many great traders exist out there in an ever saturated field, but we take our edge in the ability to apply thinking first and investing second.

I like to joke that investment research and stock picking requires some of the highest IQ out there.

You not only need to be an expert at financial analysis, modeling, etc... in our eyes that's irrelevant and just the baseline level of work.

You need to be able to see trends and patterns before they happen and be functional experts in pretty much every field, whether it be robotics, rocket science, energy or rare diseases... you must be able to speak on EVERYTHING and be able to understand it all so as to not limit your investment universe and maximize potential returns.

We do that.

Its fun, and rewarding when it works out.

We look forward to delivering on our goals and bringing strong returns to our readers, future investors and of course, ourselves.

Join along today. https://t.co/L6LImMx6vg

$SPY $NVDA $GLD

[Chi Ossé @OsseChi]

MY MAYOR IS MUSLIM
MY BAGELS ARE JEWISH
MY CHRISTIAN DIOR
MY KNICKS IN FOUR

[Abhi @KryptonCEO]

All it took was a 5% Nasdaq dip

$QQQ $NQ $SPY

[The Kobeissi Letter @KobeissiLetter]

BREAKING: President Trump says the Trump Administration might buy equity stakes in US AI companies and that he will host a meeting with AI executives as soon as next week, per Reuters.

[Abhi @KryptonCEO]

And you’re bearish input names?

$META $GOOG

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Meta, $META, is considering raising "tens of billions of dollars" in a stock offering as it seeks new sources of capital following the launch of Google’s record $85 billion equity raise this week, per FT.

[Abhi @KryptonCEO]

@citrini Correct, robotics application stocks are probably 2-3 years away.

But names in the industrial automation space, which will eventually be integral to later stage robotics such as humanoids, are sitting are great valuations.

We made a 10 stock basket:
https://t.co/97Q4SyNNrc

[Abhi @KryptonCEO]

@ConsensusGurus Eject him! 😂

[Abhi @KryptonCEO]

So let’s get things straight.

$DELL $CSCO $HPE blow out earnings.

$AVGO comes in and pees in the punch bowl and $NVDA as we highlighted couple weeks ago also missed on compute revenues… buoyed by what?

Networking.

The theme has never been clearer.

AI infrastructure buildout is shifting to the next phase, connecting compute and inference to endpoints.

Rack scale networking saw its boom with $AAOI $COHR and $LITE.

But with HPE seeing a 600% surge in WiFi-7 sales… we are going beyond the rack and to a commercial and industrial scale in networking.

We have a name with 100%+ upside as a leader in both WiFi-7, industrial networking and a critical name for the automation and eventual robotics wave.

Partnership with market darling $NOK (another networking name surprise surprise)

And the market has no idea.

Full read here in replies 👇

[Abhi @KryptonCEO]

@citrini “AI bubble”

People really still haven’t wrapped their heads around the fact that this is largest infra buildout and tech development in history.

Majority of it funded by healthy balance sheets and cash flows of the largest cos in the world…

More returns for us I guess 🤷‍♂️

[Abhi @KryptonCEO]

@Mr_Derivatives So basically we’re in 1985 or 1995?

I’ll take both

[Abhi @KryptonCEO]

Markets don’t care if you’re a value investor or a growth investor.

There’s always a time and a place for each, but understanding which phase we are in is critical.

If the people you follow are delivering research with no care for what is arguably the largest infrastructure buildout and technological revolution in history… probably not the best idea to follow them.

Chasing cheap healthcare companies may be a part of your strategy ( I too used to strictly buy high FCF yield oil companies for years), but you must adapt and find value in more abstract ways.

Get ahead of the next major trend and find cheap companies there (even if face value financials aren’t at discounts).

Abstract.

Critically think.

That’s what makes Krypton different.

That’s what makes us the standard in investment research.

$SPY $QQQ $ARM $UNH

[Abhi @KryptonCEO]

@Mr_Derivatives And it’s still not cheap!

[Abhi @KryptonCEO]

@Kevs_On_TheBus @TFG_Football @FBallAnalysisYT The odds of the browns winning the Super Bowl are just as likely

[Abhi @KryptonCEO]

@_teeing_it_up @AlexConti And AJ Brown?

[Abhi @KryptonCEO]

https://t.co/u7pH43Pa4o

[Abhi @KryptonCEO]

$NOK $BB $HLIT higher.

Networking will be key as the AI infra buildout grows.

Our pick has 100%+ upside, but still trades under the “industrials” label, making it weak in this market… but not for long.

Massive rerating and business acceleration ahead.

Full thesis (replies):

[Abhi @KryptonCEO]

@ariaradnia Diversification

[Abhi @KryptonCEO]

@KobeissiLetter Incremental grid capex will also mean massive investments into making the new grid both reliable as well as intelligent.

We highlighted a player with 100%+ upside that is about to have this wave crash right into its business:
https://t.co/Zze22sbtI7

[Abhi @KryptonCEO]

@StockSavvyShay Robotics theme is definitely close.

We just laid out the full supply chain and covered 10 stocks across it.

Strayed away from consensus names like $BOT $OUST and $MBLY, mostly names that are undiscovered yet instrumental. https://t.co/WrUgDToxKG

[Abhi @KryptonCEO]

@sama Robotics theme is definitely close.

We just laid out the full supply chain and covered 10 stocks across it.

Strayed away from consensus names like $BOT $OUST and $MBLY, mostly names that are undiscovered yet instrumental. https://t.co/WrUgDToxKG

[Abhi @KryptonCEO]

@wallstengine Robotics theme is definitely close.

We just laid out the full supply chain and covered 10 stocks across it.

Strayed away from consensus names like $BOT $OUST and $MBLY, mostly names that are undiscovered yet instrumental. https://t.co/WrUgDToxKG