Guess the stock …. (A thread)
The Q2 AI semiconductor segment posted 143% YoY growth. Management guided Q3 revenue at $29.4B — 84% YoY growth — with AI segment expansion projected at over 200%.
🚨 OMG. President Trump CUTS OFF and WALKS OUT of a Kristen Welker interview
He looks her in the eyes and tells her SHE'S A LIAR, then storms off!
"The elections are like a 3rd world country. YOU'RE CROOKED...let's call it QUITS. I've HAD ENOUGH."
WELKER: Please, I traveled all the way to Wisconsin!
TRUMP: "I've sat in the RAIN with you for an HOUR! I've given you enough time. You ought to straighten out your press. You know what? A country can never be great with a dishonest press. Let's GO."
WELKER: *Whines*
BEST PRESIDENT EVER 🔥🔥🔥
They take your longs, you swing shorts into the weekend after a record red day, they pump the markets again.
Green Monday 📈 I doubled down on Ai stocks on Friday. I sold my speculative/volatile stocks that already ran up. And bought quality.
🚨THIS IS THE MOST INSANE CHART I'VE SEEN THIS WEEK
The thesis is simple:
SpaceX IPO happens – Tesla gets a new narrative
And the stock enters the same expansion phase that followed the SolarCity acquisition
Sounds ridiculous?
Maybe, but so did buying Tesla at $30
Guess the stock …. (A thread)
The Q2 AI semiconductor segment posted 143% YoY growth. Management guided Q3 revenue at $29.4B — 84% YoY growth — with AI segment expansion projected at over 200%.
The post-earnings selloff looks like a classic “beat but no raise” overreaction. The AI fundamentals. Customer diversification, backlog size, multi-year contracts remain very intact.