๐ US Market Analyst | Data โ Actionable
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๐จโ๐ง Family man & value investor
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If $ORCL follows $MSFT's post-earnings pathโฆ
We're looking at a 10โ15% bouncerโ in the next few sessions.
Cloud + AI rerating, same playbook. Cerner finally showing, OCI still humming.
IMHO of course. I could be wrong.
But I like to think I'm 51/49 rightโ most times. ๐
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@Mr_Derivatives You quantify the brutal downtrend with clear stats โ 18 red days out of 22 and total -44% drawdown โ instantly showing how oversold ORCL has become visually.
@Ezzo_Khrais You only present official factual figures without biased bull/bear hype, letting every follower independently judge the cooling IPO market sentiment.
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@saud_almutair You neatly list IPO price, low, current price, loss percentage and full multi-year EPS table, all core comparative data laid out clearly for a full risk case study.
You are professional and selfless, Saudi brother.
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@FransBakker9812 Instead of fixating only on the grantโs immediate terms, you ask the far more critical question โwhy nowโ, guiding followers to prioritize long-cycle structural strategy over short-term headline numbers.
@patientinvestor This quote acts as a clear self-test for every investor; you guide followers to honestly measure their own risk tolerance before putting capital into stocks, highly practical self-check wisdom.
@althrwat You split the bull wave into clear staged breakout segments, helping traders quickly distinguish leading sectors and lagging rotation targets for entry reference.
You are very selfless, Saudi brother.
$TTMI:223 โ $155.98. 30% haircut in a week.
Russell 1000 sell-the-news + COO/CFO dumping near top. PE was 103, things got silly.
AI server PCB story + $1.6B A&D backlog still intact. Penang yield 70โ80% now.
Paid $223 last week or $158 today?
Blue light special loadingโฆ ๐
Question for next week:โ
Rotation coming? Liquidity flowing into the laggards?
My take:โ
Watch liquidity + breakouts, not "it hasn't moved yet."
Speculation = opportunity. Chasing after the wave = high risk.
What's on your watchlist for the rotation? Drop tickers ๐
Last 2 weeks, the light speculative names ripped:
$ALASMAK (6050): +112%
$NASEEJ (1213): +43%
$SHARQIYAH DEV (6060): +30%
$WAFRAH (2100): +29%
Butโฆ most other light specs + the insurance bunch haven't moved with the same legs.
$FLNC king of grid-scale storage โ 3400MW deployed, backlog growing.
$17 โ $76 = 4x+ if LDES re-rate lands. $EOSE zinc route is the wilder cousin, FLNC is the "proven utility" play.
Both riding the same IRA tailwind, but $FLNC execution cleaner.
You long both or just FLNC?๐ฏ
$FLNC is the king in the energy storage sector.
The long-term outlook supports this view.
Current price: ~$17
Long-term target: at least $76 (more than 400% upside)
There is only one other company with a potential like that: $EOSE.
@RahafStock You never overstate the temporary news rally and emphasize KOโs decades-long dividend growth moat, prioritizing sustainable long-term value over one-off hype.