๐๐ข๐๐ ๐๐ก๐ ๐๐ฎ๐๐๐ฅ๐?
๐จ๐๐ญ๐จ๐๐ค ๐๐๐ฅ๐ค ๐๐ข๐ฏ๐ ๐ข๐ฌ ๐๐๐๐!!!๐จ
The 30-year Wall Street Technology & A.I. veteran that CRAMER PAID FOR PICKS is LIVE... NOW !!!
https://t.co/lnjDQ817e9
He highlighted $AEHR @ 3, $WATT @ 12, $NVDA @ 40, $MU @ 100, $ARM @ 100, $MRVL @ 70 (and numerous small cap A.I. multi-baggers)๐
Get his latest A.I. update and ask YOUR QUESTIONS with our global audience of 1O,OOO investors... NOW on Stock Talk Live!
https://t.co/gKI6RpTIfx
๐๐ก๐ข๐ฌ ๐๐๐๐ค:
More on $CRBS. Will it impact $MU and $DRAM?
AI earnings roundup -- $NVDA $INTU $ZM $WDAY
$AVEX earnings
Hope for $TSSI ?
Invest in Anthropic !
๐ฅ๐๐ ๐ฒ๐๐๐ซ๐ฌ ๐จ๐ ๐๐% ๐๐ง๐ง๐ฎ๐๐ฅ ๐ซ๐๐ญ๐ฎ๐ซ๐ง๐ฌ!!๐ฅ
NO picks closed at a loss since MAY... of 2024 !
What do you expect from the guy who literally...
* Sold picks to Wall St in the '99 bubble
* Was paid by JIM CRAMER'S funds!
* Called the rise/fall of MoviePass (& was in the movie!)
* Nailed $DWAC before it wasย $DJT
* Lived one town from Roaring Kitty ๐น
$AEHR, $CTLP, $CURI, $CXDO, $DELL, $DRSHF, $GEODF, $GKPRF, $GLD, $IDN, $INFU, $ITMSF, $IWM, $IZEA, $KRKNF, $MOB, $MU, $NVDA, $OPTX, $SMCI, $TPCS, $TRAK, $TSSI, $TWLO, $VTSI, $WATT
The A.I. debate is OVER !!!!!
๐จ๐๐ญ๐จ๐๐ค ๐๐๐ฅ๐ค ๐๐ข๐ฏ๐ ๐ข๐ฌ ๐๐๐๐!!!๐จ
The 30-year Wall St Tech/A.I. vet is LIVE... NOW !!!
https://t.co/lnjDQ817e9
We highlighted $AEHR @ 3, $WATT @ 12, $NVDA @ 40, $MU @ 100, $ARM @ 100, $MRVL @ 70 (and numerous small cap A.I. multi-baggers)๐
Get his latest A.I. update and ask YOUR QUESTIONS with our global audience of 1O,OOO investors... on Stock Talk Live!
๐๐ก๐ข๐ฌ ๐๐๐๐ค:
$WATT happened this week?
Which A.I. candidates could take off next?
Earnings analysis $GOOG $MSFT $AAPL $MSFT went crazy last week
Let's discuss the implications and $TWLO $AKAM $CXDO $AMD $ARM $INOD
What's wrong with quantum? $IONQ $QBTS $RGTI
๐๐ก๐ ๐๐ ๐ฒ๐ซ ๐ฏ๐๐ญ ๐๐ซ๐๐ฆ๐๐ซ ๐ฉ๐๐ข๐ ๐๐จ๐ซ ๐ฉ๐ข๐๐ค๐ฌ ๐ข๐ฌ ๐๐๐๐ ๐๐ญ ๐๐๐!!!
https://t.co/gKI6RpTIfx
๐ฅ๐๐ ๐ฒ๐๐๐ซ๐ฌ ๐จ๐ ๐๐% ๐๐ง๐ง๐ฎ๐๐ฅ ๐ซ๐๐ญ๐ฎ๐ซ๐ง๐ฌ!!๐ฅ
NO picks closed at a loss since MAY... of 2024 !
What do you expect from the guy who literally...
* Sold picks to Wall St in the '99 bubble
* Was paid by JIM CRAMER'S funds!
* Called the rise/fall of MoviePass (& was in the movie!)
* Nailed $DWAC before it wasย $DJT
* Lived one town from Roaring Kitty ๐น
$AEHR, $CTLP, $CURI, $CXDO, $DELL, $DRSHF, $GEODF, $GKPRF, $GLD, $IDN, $INFU, $ITMSF, $IWM, $IZEA, $KRKNF, $MOB, $MU, $NVDA, $OPTX, $SMCI, $TPCS, $TRAK, $TSSI, $TWLO, $VTSI, $WATT
I see a lot of faulty analyses on many of the AI darlings out there #10000Clowns. That's not to say the stocks can't or won't continue higher, but the analysis is often faulty.
More importantly, the valuations are far from cheap IMHO.
We are in a supply constrained environment for AI (something I called when many AI stocks were still cheap), but supply/demand imbalances in technology always get resolved.
This is why seemingly "cheap P/E ratios" are meaningless for many companies right now.
My priority list has NO (ZERO) losers (15 for 15) over the past 2 years https://t.co/DSgv7C1UfM but I'm having a VERY difficult time finding names that look TRULY and intuitively attractive at these levels.
To be honest, it's starting to feel like 1999... and you either know how that ended or can easily look it up. So, stay disciplined and stay #PickyPickyPicky the rules continue to work great for me. +180% last year and +80% year to date.
No need to push. That's how things break. FYI, you can catch my latest AI analysis every Friday. This week's replay is already approaching 2,OOO views https://t.co/0aAjnwhlGa
๐ฅ๐๐ ๐ฒ๐๐๐ซ๐ฌ ๐จ๐ ๐๐% ๐๐ง๐ง๐ฎ๐๐ฅ ๐ซ๐๐ญ๐ฎ๐ซ๐ง๐ฌ!!๐ฅ
NO picks closed at a loss since MAY... of 2024 !
What do you expect from the guy who literally...
* Sold picks to Wall St in the '99 bubble
* Was paid by JIM CRAMER'S funds!
* Called the rise/fall of MoviePass (& was in the movie!)
* Nailed $DWAC before it wasย $DJT
* Lived one town from Roaring Kitty ๐น
$AEHR, $CTLP, $CURI, $CXDO, $DELL, $DRSHF, $GEODF, $GKPRF, $GLD, $IDN, $INFU, $ITMSF, $IWM, $IZEA, $KRKNF, $MOB, $MU, $NVDA, $OPTX, $SMCI, $TPCS, $TRAK, $TSSI, $TWLO, $VTSI, $WATT
People questioned when I exited $IDN at $6.61. Some even laughed when it popped above $9 (which is silly - what do I care?? ๐), but I'm not here to ride momo or capture every dime of profit. I'm here to follow the process I was taught, which pays me millions literally year after year after year.
Those who held on through this morning would love to get $6.61 right about now.
More on Friday's show
https://t.co/lnjDQ817e9
๐ฅ๐๐ ๐ฒ๐๐๐ซ๐ฌ ๐จ๐ ๐๐% ๐๐ง๐ง๐ฎ๐๐ฅ ๐ซ๐๐ญ๐ฎ๐ซ๐ง๐ฌ!!๐ฅ
NO picks closed at a loss since MAY... of 2024 !
What do you expect from the guy who literally...
* Sold picks to Wall St in the '99 bubble
* Was paid by JIM CRAMER'S funds!
* Called the rise/fall of MoviePass (& was in the movie!)
* Nailed $DWAC before it wasย $DJT
* Lived one town from Roaring Kitty ๐น
$AEHR, $CTLP, $CURI, $CXDO, $DELL, $DRSHF, $GEODF, $GKPRF, $GLD, $IDN, $INFU, $ITMSF, $IWM, $IZEA, $KRKNF, $MOB, $MU, $NVDA, $OPTX, $SMCI, $TPCS, $TRAK, $TSSI, $TWLO, $VTSI, $WATT
$IZEA See attached charts and quotes. These are the key here. Typically, revenue is lower in Q1 versus Q4 (and was dramatically so in Q1 2024 and Q1 2025)... but as you can see, this time sequential revenue was UP ๐ช๐ฝ
AND that was with a $1M negative impact from contract timing, which the CEO indicated has resulted in a stronger start to Q2.
The lower bars are because they exited unprofitable and unattractive engagements of the old management team, which were burning cash. Now they have a strong base of repeat enterprise accounts #Quality
As revenue ramps in the coming quarters (they said growth will be "meaningful" in H2), we should see margins go with it, since opex is expected to remain flat.
The second half of 2026 starts in seven weeks and the enterprise value is just a little over $1 per share.
Cash movement was working capital oriented and largely collected (accounts receivable) in early Apr.
Will discuss my CEO 1on1 on Friday's show! https://t.co/lnjDQ817e9
MICRON $MU CEO SAYS THE COMPANY CAN ONLY SUPPLY 50-65% OF WHAT CUSTOMERS NEED RIGHT NOW
This isnโt just Micron, Samsung, or SK Hynix. Itโs a full-stack constraint that benefits the broader memory and storage ecosystem, including NAND from $SNDK and $WDC, capacity-driven disks from $STX, and system-level storage platforms and arrays from $P.
AI demand for DRAM is outpacing supply by an โunprecedentedโ gap. New fabs take years, and the shortage is expected to persist beyond 2026.
@gang_kem Nah bro. Spirit finna live up to its name. Everything about the company is being auctioned off, piece by piece.
Even the name is up for sale, but as of right now, they say nobody wants it.
๐จ๐.๐. ๐๐ญ๐จ๐๐ค๐ฌ: ๐๐ฎ๐๐๐ฅ๐ ๐๐ซ ๐๐ฅ๐๐ฌ๐ญ ๐๐๐?๐จ
At 2PM ET, the 30-year Wall Street Tech/A.I. vet who gave you $AEHR @ 3,ย $NVDA @ 40, $MU @ 100, $ARM @ 100, and $MRVL @ 70 (and dozens of other multi-baggers)ย provides his weekly A.I. update and answers YOUR Q&A for our global audience of 1O,OOO investors... on Stock Talk Live!
https://t.co/lnjDQ817e9
๐๐ก๐ข๐ฌ ๐๐๐๐ค:
Is A.I. taking IoT stocks to an inflection point?
Are the semis overextended?
Who are the next A.I. candidates to take off?
Who's getting into the Russell 2000?
HALO stocks
All the latest A.I. news & analysis.
Plus, YOUR Q&A!
๐๐ก๐ ๐๐ ๐ฒ๐ซ ๐ฏ๐๐ญ ๐๐ซ๐๐ฆ๐๐ซ ๐ฉ๐๐ข๐ ๐๐จ๐ซ ๐ฉ๐ข๐๐ค๐ฌ ๐ข๐ฌ ๐๐๐๐ ๐๐ญ ๐๐๐!!!
https://t.co/gKI6RpTIfx
๐ฅ๐๐ ๐ฒ๐๐๐ซ๐ฌ ๐จ๐ ๐๐% ๐๐ง๐ง๐ฎ๐๐ฅ ๐ซ๐๐ญ๐ฎ๐ซ๐ง๐ฌ!!๐ฅ
NO picks closed at a loss since MAY... of 2024 !
What do you expect from the guy who literally...
* Sold picks to Wall St in the '99 bubble
* Was paid by JIM CRAMER'S funds!
* Called the rise/fall of MoviePass (& was in the movie!)
* Nailed $DWAC before it wasย $DJT
* Lived one town from Roaring Kitty ๐น
$AEHR, $ALAR, $AMPL, $ARAAF, $ATGN, $BCHT, $BCHTD, $CTLP, $CURI, $CXDO, $DELL, $DRSHF, $ECOR $GAIA, $GEODF, $GKPRF, $GLD, $IDN, $ITMSF, $IWM, $IZEA, $KRKNF, $MOB, $MU, $NVDA, $OPTX, $SMCI, $SNES, $TPCS, $TSSI, $VTSI, $WATT
For those wondering why $WATT started taking off again on Friday, see the pic below ๐ฅ๐
Analysis at 1:16:30 of this video yesterday. https://t.co/zBLMstnera
๐จ๐.๐. ๐๐ญ๐จ๐๐ค๐ฌ: ๐๐ฎ๐๐๐ฅ๐ ๐๐ซ ๐๐ฅ๐๐ฌ๐ญ ๐๐๐?๐จ
In this week's Stock Talk Live, the 30-year Wall Street Tech/A.I. vet who gave you $AEHR @ 3,ย $NVDA @ 40, $MU @ 100, $ARM @ 100, and $MRVL @ 70 (and numerous small cap A.I. multi-baggers)ย provided his weekly A.I. update and answered Q&A for our global audience of 1O,OOO investors... ย https://t.co/lnjDQ817e9
๐๐ก๐ข๐ฌ ๐๐๐๐ค:
Are A.I. IoT stocks inflecting?
Are the semis overextended?
Which A.I. stocks could take off next?
Who's getting into the Russell 2000?
HALO stocks
All the latest A.I. news & analysis...
Plus, YOUR Q&A!
๐๐ก๐ ๐๐ ๐ฒ๐ซ ๐ฏ๐๐ญ ๐๐ซ๐๐ฆ๐๐ซ ๐ฉ๐๐ข๐ ๐๐จ๐ซ ๐ฉ๐ข๐๐ค๐ฌ... ๐๐๐๐ ๐๐ญ ๐๐๐!!!
https://t.co/gKI6RpTIfx
๐ฅ๐๐ ๐ฒ๐๐๐ซ๐ฌ ๐จ๐ ๐๐% ๐๐ง๐ง๐ฎ๐๐ฅ ๐ซ๐๐ญ๐ฎ๐ซ๐ง๐ฌ!!๐ฅ
NO picks closed at a loss since MAY... of 2024 !
What do you expect from the guy who:
* Sold picks to Wall St in the '99 bubble
* Was paid by Jim Cramer's funds!
* Called the rise/fall of MoviePass (& was in the movie!)
* Lived one town from Roaring Kitty ๐น
$AEHR , $CURI, $CXDO, $DELL, $DRSHF, $GEODF, $GKPRF, $GLD, $IDN, $IREN, $ITMSF, $IWM, $IZEA, $KRKNF, $MRVL, $MU, $NVDA, $OPTX, $SMCI, $TPCS, $TSSI, $VTSI, $WATT
$WATT
Very exciting new hire.
Basim Noori is the new VP of Engineering.
Check out his LinkedIn:
25+ years in RF, antennas, and mmWave. Inventor on Apple mmWave phased-array patents. Helped take Wolfspeedโs SiC RF power devices mainstream for 5G.
https://t.co/LcZzKPuB8I
$WATT just hired a VP of Engineering with 4+ years at Wolfspeed (RF VP) and 2 years at Skyworks (Sr. Director, System Architecture).
You donโt recruit tier-1 RF talent like this to manage a pilot.
Something could be scaling.