H M Javaid

Exploring markets and countries | 8-figure journey in motion

[H M Javaid @Mustansar022]

I remember that from bigbang

[H M Javaid @Mustansar022]

@jrouldz The toughest part is the behavioral aspect. Holding $ASTS from under $9 while watching every pullback on the chart 😁

[Patient Investor @patientinvestor]

I just had my first 10 bagger, a 1,000% gain!

And it wasn’t from tech or AI.

It was from a food company that makes meatballs $MAMA

[Podcast Alpha @PodcastAlphaX]

Gavin Baker @GavinSBaker: HBM DRAM will be 30-40% of all hyperscaler capex in 2027.

Baker manages Atreides - his 2025 Micron call is now 14x. This is his next call.

HBM requires stacking 12-16 DRAM dies in a single package. Only three companies can do it: Micron, SK Hynix, Samsung. No fourth supplier arrives in 2027. Hundreds of billions annually to three firms.

Micron's new supply chain agreements lock in floor pricing above prior cycle gross margin peaks.

If you still hold $MU at a commodity discount to $ASML and $LRCX, Baker says that discount is no longer earned.

Baker's full case at @theallinpod:
https://t.co/sH8c5iozAo

Source: All-In Podcast - https://t.co/31lFFUPJgJ

[H M Javaid @Mustansar022]

@thepowerfulHRV Thanks for the info
Wasn’t aware about that

[H M Javaid @Mustansar022]

🐐😁

[hantengri @hantengri]

claude

get me out of this strc ponzi spiral chatgpt has gotten me into

make no mistakes

[H M Javaid @Mustansar022]

@Mr_Derivatives He already figured it out at ChatGPT 😁

[H M Javaid @Mustansar022]

Net negative Delta $SPY

[H M Javaid @Mustansar022]

@jrouldz That’s little pullback

[H M Javaid @Mustansar022]

@otigart

[H M Javaid @Mustansar022]

Michael Burry is short AI and SaaS, basically betting against both major narratives. Maybe it’s time for him to retire.

[H M Javaid @Mustansar022]

$CRCL top line 🚀

[Shay Boloor @StockSavvyShay]

Bank of America now expects three Fed rate hikes in 2026 with 25bps increases in September, October and December taking rates to 4.50%.

The bank also doesn't expect cuts until 2028 while Polymarket now gives a 61% chance of at least one Fed hike next year.

[H M Javaid @Mustansar022]

@BillAckman Everything

[H M Javaid @Mustansar022]

@TedPillows Sources from Switzerland are sliding into your DMs? That’s insane 😀

[H M Javaid @Mustansar022]

loading some $CRCL

[H M Javaid @Mustansar022]

The story was executed flawlessly $SPCX

[amit @amitisinvesting]

VANDA RESEARCH:

In the last 3 trading days, retail investors have bought the same amount of SpaceX $SPCX as they also bought in the following stocks combined…

$NVDA $GOOGL $META $SPY $QQQ $AMZN $MSFT

Retail really wants more SpaceX.

[H M Javaid @Mustansar022]

$HIMS & $SOFI

[H M Javaid @Mustansar022]

$SOFI

[H M Javaid @Mustansar022]

@whymeali strech in multipule

[H M Javaid @Mustansar022]

I’m out of my $CWRV position

[H M Javaid @Mustansar022]

$CRWV $MRVL