Gambucino

[Lin @Speculator_io]

One of the best ways to find the next big winner is to track how stocks react to earnings.

Here are some of the biggest earnings reactions so far:

Al Infrastructure: $NBIS $SITM $FORM $AEHR $AXTI $SIMO
Software: $PLTR $TEAM $TWLO $BLZE
Fintech: $PAY $PAYC $CHYM
Health: $DOCS $ALMR $NTRA $OMDA $FIGS
Sensors: $AEVA $ZBRA
Adtech: $APPS $IBTA $SMWB

[Gambucino @Roger36285035]

@MarioNawfal Other mistake China can be friend. Xi will travel to Washington for nothing. Really this Administration is doing bad job in foreign relations and other things. (Affordability, Government spend, inflation).

[David D. Tawil @DavidDTawil]

https://t.co/AKGZ1SCWym

[Gambucino @Roger36285035]

@sethweathers Should represent of Congress should propose not refunding the tax on returns; that amount would simply remain as government revenue. Happens in home depot people use the tools clean it and return even in clothes stores.

[Gambucino @Roger36285035]

@hamids I m in logistics, I remember when she said tesla autonomous trucks will substitute a old industry the rail roads . Whit 0 idea how many containers a train can move.

[Jason Smith - 上官杰文 @ShangguanJiewen]

While the US spends 1.5 trillion on war, China is beginning to automate farming.

You get what you invest in.

Do you want a society that invests in war, or in the future?

[Gambucino @Roger36285035]

@StockSavvyShay the stock underperformance QQQ the last 5 years for 45% .

[Gambucino @Roger36285035]

@leadlagreport Competition capital against the world's best companies issuing debt for AI.

[Gambucino @Roger36285035]

@RealJGBanks I believe this bull run was due to this: U.S. Secretary of Commerce Howard Lutnick warned Apple that the administration opposes the purchase of memory chips from Chinese suppliers. Thats mean csn reverse in September 28-29.

[Mario Nawfal @MarioNawfal]

🇨🇳 China’s not waiting for fully driverless trucks everywhere.

One human drives the lead vehicle and a convoy of autonomous trucks follows right behind.

It’s a practical middle step that could get freight automation working in logistics hubs years before open-road robotaxis take over.

Writer: Lynn

[Gambucino @Roger36285035]

@crux_capital_ @R1chardMaur1ce New name that’s why.

[Gambucino @Roger36285035]

@The_Real_Fly OMG Big bubble In AI Nvda 19%. YTD whit real inflation of 10% just 9 points over the inflation.

[Joe Weisenthal @TheStalwart]

Guy who thinks building more houses will depress prices but that adding more lanes to the highway won’t relieve congestion.

[Gambucino @Roger36285035]

@jukan05 Your contributions here far outweigh any possible errors.

[Gambucino @Roger36285035]

@RT_com God help the guy.

[Gambucino @Roger36285035]

@WatcherGuru Very well guy this gold belong to some politician. He will know better what to do whit .

[Burak Finance @burak_finance]

WALL STREET’S MOST BULLISH PRICE TARGETS FOR POPULAR STOCKS

AI Utilities
• $IREN $105 (+139%)
• $NBIS $410 (+48%)
• $HUT $273 (+221%)
• $CORZ $42 (+110%)
• $CRWV $250 (+138%)
Photonics
• $AAOI $220 (+47%)
• $LITE $1,300 (+40%)
• $COHR $500 (+53%)
• $AEHR $125 (+25%)
Space
• $RKLB $150 (+87%)
• $ASTS $115 (+28%)
• $PL $53 (+115%)
• $SPCX $800 (+471%)
Quantum
• $IONQ $100 (+117%)
• $RGTI $40 (+111%)
• $QBTS $45 (+114%)
• $QUBT $30 (+150%)
Drones
• $AVAV $326 (+11%)
• $KTOS $150 (+39%)
• $MRCY $120 (+30%)
• $ONDS $25 (+171%)
Nuclear
• $OKLO $140 (+159%)
• $UUUU $32 (+52%)
• $SMR $25 (+166%)
• $LEU $390 (+91%)
CPU
• $AMD $1,250 (+143%)
• $INTC $200 (+95%)
• $ARM $500 (+79%)
• $AMKR $90 (+30%)
Physical AI
• $TSLA $600 (+75%)
• $AMZN $400 (+52%)
• $SYM $84 (+70%)
AI Power
• $EOSE $11 (+174%)
• $BE $390 (+70%)
• $NVTS $21 (+166%)
• $VRT $500 (+70%)
AI Connectivity
• $AVGO $630 (+60%)
• $ALAB $460 (+38%)
• $CRDO $350 (+40%)
• $MRVL $400 (+80%)
AI Hardware
• $NVDA $500 (+122%)
• $TSM $650 (+53%)
• $ASML $2,850 (+54%)
• $MU $2,200 (+126%)
• $SKHY $355 (+113%)
• $SNDK $3,050 (+86%)
AI Applications
• $PLTR $230 (+35%)
• $NOW $248 (+100%)
• $CRWD $725 (+234%)
• $SNOW $370 (+25%)

[Gambucino @Roger36285035]

@indexnforgetit I can imagine how the debt of US will be if she is in White House. 100 trillion’s easy.

[Wall St Engine @wallstengine]

Peter Thiel’s Thiel Macro disclosed a $418.7M Q2 13F portfolio, with all 8 positions newly reported.

$AMZN — $118.0M | 28.2%
$VIST — $75.9M | 18.1%
$VST — $59.1M | 14.1%
$AEP — $42.2M | 10.1%
$DTE — $40.3M | 9.6%
$FE — $39.9M | 9.5%
$CMS — $39.6M | 9.4%
$XE — $3.7M | 0.9%

Roughly 72% of the portfolio is now concentrated across energy and power names.

[Gambucino @Roger36285035]

@burrytracker And for the short , he went most traed stocks and short.

[Gambucino @Roger36285035]

@burrytracker Easy he just went 52 weeks low and start buying all name. Wow his long 10 positions.