Stocks Surfer

34 | Software engineer, my goal is to retire before AI replaces me.

[Stocks Surfer @StocksSurfer]

@T0M248 @drakeisaW Perfection

[Stocks Surfer @StocksSurfer]

@sonak_13 I'm buying a lot. $39B in orders just in the last weeks is insane. Next earnings will be very very interesting.

[Stocks Surfer @StocksSurfer]

You can't go wrong if you buy $META $MSFT $NVDA $AVGO at these prices.
All of them under 20x fwd p/e 2Y

[Stocks Surfer @StocksSurfer]

@AverageTrader42 @charlesliang I think we just need to be patient until next earnings to have a massive jump

[Stocks Surfer @StocksSurfer]

@ParadisLabs You can't be wrong if you buy $META $NVDA $MSFT $AVGO at these prices

[Stocks Surfer @StocksSurfer]

@investwithjohn9 My average is 390, so im even now.
But I trimmed half the position at $450 two weeks ago, some I'm happy to add more at this price

[Stocks Surfer @StocksSurfer]

@investwithjohn9 It's my fourth biggest position (opened in March), I'll add more if it goes to 380, and then more at 360/370

[Stocks Surfer @StocksSurfer]

@investwithjohn9 Definitely, I'm in for the long term with $MSFT, they're cooking lots of things

[Stocks Surfer @StocksSurfer]

@ceomnsr $META

[Stocks Surfer @StocksSurfer]

@QC_Capitals I think there are better opportunities like $META

[Stocks Surfer @StocksSurfer]

@BagHoldPremium I have the same feeling

[Stocks Surfer @StocksSurfer]

@ParadisLabs I really like $HIVE. They're the only one based in Canada and I think Canada's govt will favour them.

[Stocks Surfer @StocksSurfer]

@SVBriskmanager I prefer $CRWV aswell, but lots of people are concerned about its debt

[Stocks Surfer @StocksSurfer]

@SVBriskmanager Absolutely bullish, the valuation distance from peers is too much to be justified and the actual revenue growth of $SMCI is superior to the one of $DELL and $HPE

[Stocks Surfer @StocksSurfer]

@bagholdermy @burrytracker He's buying shares

[Stocks Surfer @StocksSurfer]

@drakeisaW $CRWV is a great pick, $PLTR still a bit expensive imho

[Stocks Surfer @StocksSurfer]

Here's my current favourite 5 picks:

$META - Cheapest Mag 7, very attractive risk/reward profile driven by AI, ads, new paid subscriptions and massive cash generation.

$AVGO - Dominates the CPO and NPO ecosystems, supplying the critical networking and connectivity infrastructure needed for next-generation AI clusters.

$AAOI - One of the most direct ways to play the growth of AI networking and optical connectivity.

$VST - A clear winner from the surge in data center power demand.

$NOK - Huge beneficiary of the AI infrastructure buildout through networking equipment, fiber and data center connectivity.

What's your favourite pick right now?

[Stocks Surfer @StocksSurfer]

@dinxnd_ New CMO from $MSFT and the buyback program are very bullish!