Most people lose money because they chase moves
We do the opposite
We prepare early
We enter before the crowd
We know when to stay cautious
That’s the difference
If you want to think like that 👇
The market doesn't owe you a quick return
It owes you nothing at all
That's exactly why patience works
@StockChaserX thanks brother for working with me I appreciate your support and patience
After loosing the 200MA, $TE is back at support
The stock is now down 45% over the past 3 weeks
I see 3 main reasons:
1️⃣ G2_Austin financing missed management’s Q2 target
• Management said $225M of additional financing was still required
• No financing announcement came
• G2_Austin is crucial for vertical integration and forward economics
2️⃣ July 4 solar tax-credit deadline
• The OBBBA changes pressured the entire solar sector
• Projects generally needed to begin construction by July 4 to avoid accelerated termination of the 45Y/48E credits
3️⃣ Section 232 keeps getting delayed
• $TE’s 2026 economics have unusually high exposure to the U.S. polysilicon investigation
• Management is waiting for Section 232 clarity before giving full 2026 Adjusted EBITDA guidance
With $TE trading at 1.56x PS, is the selloff overdone or does it go lower first?
$ZETA is back below $20 and sitting at support
The recent selloff has mainly come alongside broader market/SaaS weakness
Meanwhile, institutional ownership is at ATHs with a recent spike
$ZETA now trades at:
• 3.36x PS
• 19.8x Forward PE
With:
• 33% TTM revenue growth
• 36%-37% 2026 revenue growth guidance
• First profitable year
• 19 straight BEAT & RAISE quarters
And the expanding growth drivers:
• Athena
• Marigold acquisition
• Palantir collaboration
Fundamentally, the thesis has not changed. Its a question about whether the market gives us a better entry first
Are you buying below $20 or waiting for lower?
The Mag7 got hit hard today
$GOOG and $TSLA led the selloff after earnings
Why?
• Oil surged after attacks on Saudi tankers and renewed escalation
• $GOOG raised 2026 capex guidance to $195–205B, while FCF turned negative
• $TSLA posted a huge EPS miss, >-$1B FCF and worsening margins
There are still plenty of Mag7 earnings ahead, but so far we're hearing the same message as previous quarters: AI capex keeps increasing
The monetization needed to justify it is still further out
Buyable dip or more downside?
Everyone doubted us on $HIMS
Everyone doubted us on $TE
Everyone doubted us on $ASTS
Everyone doubted us on $RKLB
We all know what happened
Lately they've been doubting us on $ONDS
We'll do it again
Important please read
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There are impersonators commenting on my posts trying to scam people
The only official link:
https://t.co/yQtckQ4Zak
Stay safe out there
$BIDU is currently holding above a very important support zone
But remember, the more a support level gets tested, the more fragile it becomes
Keep an eye on this one
$KRKNF is back at support
Price is holding so far, but we want to see a break above $4.80 before targeting any further upside
My focus remains on the Covelaya acquisition
• Kraken 2025 revenue: C$102M
• Kraken + Covelya combined 2025 revenue: C$365M
• Dilution: 17.1% for pre-deal shareholders
The deal transforms Kraken’s scale and adds subsea capabilities across
• Navigation
• Positioning
• Communications
• Robotics
• Optical imaging
• Ocean sensors
Do you think $KRKNF is going higher or lower first?