CK Capital Advisor

"Investor in defense, space, tech & photonics | Co-Owner
@CVresearch_
| Portfolio live on Autopilot | NFA DYOR |

[CK Capital Advisor @Noemisintildee]

Thank you to all our fans for your continued support!
We’re now sharing our trading plans directly on WhatsApp. 📲

Reach out here for more stock market insights and our latest trading plans:
https://t.co/qL5H96va5J

[CK Capital @CKCapitalxx]

“We are so back.”

Guys.

CPI is tomorrow.

Don’t forget.

[CK Capital Advisor @Noemisintildee]

Thank you to all our fans for your continued support!
We’re now sharing our trading plans directly on WhatsApp. 📲

Reach out here for more stock market insights and our latest trading plans:
https://t.co/bYDPUJykms

[CK Capital @CKCapitalxx]

Four parts deep into the best legal thriller in the market, and $VICR just had its biggest week yet.

Part One, the physics, chips need amps and Vicor owns the architecture.

Part Two, the ITC strikes nine companies.

Part Three, royalties now earn DOUBLE the factory.

Part Four, just dropped, the Federal Circuit hearing on the one license that kept bulls up at night, and why that risk just shrank while two hyperscalers sit on quotes rising 5% a month.

Link below

[CK Capital Advisor @Noemisintildee]

Thank you to all our fans for your continued support!
We’re now sharing our trading plans directly on WhatsApp. 📲

Reach out here for more stock market insights and our latest trading plans:
https://t.co/qL5H96va5J

[CK Capital @CKCapitalxx]

$HIMS is down 10% ahead of earnings while the entire market rips.

Earnings leak?

[CK Capital Advisor @Noemisintildee]

Thank you to all our fans for your continued support!
We’re now sharing our trading plans directly on WhatsApp. 📲

Reach out here for more stock market insights and our latest trading plans:
https://t.co/qL5H96va5J

[CK Capital @CKCapitalxx]

Whatever you think of the Jensen headlines, $NVDA at these prices is getting hard to ignore.

-P/E of 23.6, the cheapest since 2018, down from 116 in 2022
-Forward P/E of 15.5, a multiple you see on mature industrials, not the fastest growing mega cap on earth
-EV/EBITDA of 22, forward just 12.6
-Price to cash flow at 33.7, lowest in nearly a decade

The market is pricing the most dominant company in the AI buildout like its growth story is over.

Earnings in two weeks will refocus everyone on what actually matters.

[CK Capital Advisor @Noemisintildee]

Thank you to all our fans for your continued support!
We’re now sharing our trading plans directly on WhatsApp. 📲

Reach out here for more stock market insights and our latest trading plans:
https://t.co/qL5H96va5J

[CK Capital @CKCapitalxx]

JP Morgan said a Blue Wave dip would be a buying opportunity.

Did you guys add?

[CK Capital Advisor @Noemisintildee]

Thank you to all our fans for your continued support!
We’re now sharing our trading plans directly on WhatsApp. 📲

Reach out here for more stock market insights and our latest trading plans:
https://t.co/qL5H96va5J

[CK Capital @CKCapitalxx]

I’ve taken some Ls recently but man these dip buys feel good.

Don’t be scared to buy the dip.

Added $BE at $178 and $COHR at $181

[CK Capital Advisor @Noemisintildee]

Thank you to all our fans for your continued support!
We’re now sharing our trading plans directly on WhatsApp. 📲

Reach out here for more stock market insights and our latest trading plans:
https://t.co/qL5H96va5J

[CK Capital @CKCapitalxx]

How crazy would it be if $NVDA closed green today.

[CK Capital Advisor @Noemisintildee]

Thank you to all our fans for your continued support!
We’re now sharing our trading plans directly on WhatsApp. 📲

Reach out here for more stock market insights and our latest trading plans:
https://t.co/qL5H96va5J

[CK Capital @CKCapitalxx]

If you are holding cash.

Remember, no FOMO.

Be patient.

[CK Capital Advisor @Noemisintildee]

Thank you to all our fans for your continued support!
We’re now sharing our trading plans directly on WhatsApp. 📲

Reach out here for more stock market insights and our latest trading plans:
https://t.co/qL5H96va5J

[CK Capital @CKCapitalxx]

Well that was quick.

Futures flip green.

[CK Capital Advisor @Noemisintildee]

Thank you to all our fans for your continued support!
We’re now sharing our trading plans directly on WhatsApp. 📲

Reach out here for more stock market insights and our latest trading plans:
https://t.co/qL5H96va5J

[CK Capital @CKCapitalxx]

Are you guys using this as a buying opportunity?

$NVDA is now down over 5% after the Jensen news.

[CK Capital Advisor @Noemisintildee]

Which U.S. stocks are on your watchlist right now? 📊

Big moves often start with a story worth understanding. Let's look beyond the headlines and explore the market together. 📈

Reach out on WhatsApp for more stock market insights. 📲

https://t.co/qL5H96va5J

[CK Capital @CKCapitalxx]

Reminder that CheeseCake Factory is outperforming your favorite Ai stock this year. $CAKE

[CK Capital Advisor @Noemisintildee]

Thank you to all our fans for your continued support!
We’re now sharing our trading plans directly on WhatsApp. 📲

Reach out here for more stock market insights and our latest trading plans:
https://t.co/qL5H96va5J

[CK Capital @CKCapitalxx]

Reminder that CheeseCake Factory is outperforming your favorite Ai stock this year. $CAKE

[CK Capital Advisor @Noemisintildee]

Thank you to all our fans for your continued support!
We’re now sharing our trading plans directly on WhatsApp. 📲

Reach out here for more stock market insights and our latest trading plans:
https://t.co/qL5H96va5J

[CK Capital @CKCapitalxx]

Reminder that CheeseCake Factory is outperforming your favorite Ai stock this year. $CAKE

[CK Capital Advisor @Noemisintildee]

Thank you to all our fans for your continued support!
We’re now sharing our trading plans directly on WhatsApp. 📲

Reach out here for more stock market insights and our latest trading plans:
https://t.co/qL5H96va5J

[CK Capital @CKCapitalxx]

Reminder that CheeseCake Factory is outperforming your favorite Ai stock this year. $CAKE

[CK Capital Advisor @Noemisintildee]

Thank you to all our fans for your continued support!
We’re now sharing our trading plans directly on WhatsApp. 📲

Reach out here for more stock market insights and our latest trading plans:
https://t.co/qL5H96va5J

[CK Capital @CKCapitalxx]

Reminder that CheeseCake Factory is outperforming your favorite Ai stock this year. $CAKE

[CK Capital Advisor @Noemisintildee]

Thank you to all our fans for your continued support!
We’re now sharing our trading plans directly on WhatsApp. 📲

Reach out here for more stock market insights and our latest trading plans:
https://t.co/qL5H96va5J

[CK Capital @CKCapitalxx]

$NBIS earnings are next week.

After last report they had a 35% day.

Will it happen again?

[CK Capital Advisor @Noemisintildee]

Thank you to all our fans for your continued support!
We’re now sharing our trading plans directly on WhatsApp. 📲

Reach out here for more stock market insights and our latest trading plans:
https://t.co/qL5H96va5J

[CK Capital @CKCapitalxx]

Chips had their worst day in years and gold closed green.

That one detail explains the entire selloff, and almost nobody caught it.

We broke down what actually broke, and it is not AI demand.

Full piece below.

[CK Capital Advisor @Noemisintildee]

Thank you to all our fans for your continued support!
We’re now sharing our trading plans directly on WhatsApp. 📲

Reach out here for more stock market insights and our latest trading plans:
https://t.co/qL5H96va5J

[CK Capital @CKCapitalxx]

This is actually crazy.

Not long ago, $MRVL signed a deal valuing $LITE at $115 billion, about $1,132 per share.

Today, Lumentum’s ENTIRE market cap is $48 billion. Marvell’s is $122 billion. The two companies COMBINED now cost $170 billion, less than Marvell alone was worth earlier this year.

Same deal, same sold-out optics business, Marvell even reaffirmed its quarter in the deal press release. The all-stock structure just dragged both down through the worst semiconductor week in years.

The market cut the price of the same merger by more than half in five days. Nothing about the business changed, only the fear did.

[CK Capital Advisor @Noemisintildee]

Thank you to all our fans for your continued support!
We’re now sharing our trading plans directly on WhatsApp. 📲

Reach out here for more stock market insights and our latest trading plans:
https://t.co/qL5H96va5J

[CK Capital @CKCapitalxx]

This is actually crazy.

Not long ago, $MRVL signed a deal valuing $LITE at $115 billion, about $1,132 per share.

Today, Lumentum’s ENTIRE market cap is $48 billion. Marvell’s is $122 billion. The two companies COMBINED now cost $170 billion, less than Marvell alone was worth earlier this year.

Same deal, same sold-out optics business, Marvell even reaffirmed its quarter in the deal press release. The all-stock structure just dragged both down through the worst semiconductor week in years.

The market cut the price of the same merger by more than half in five days. Nothing about the business changed, only the fear did.