TheEquityHub

Stock Investor and researcher. Posting for my happiness. Not a Financial Advice. DYOR

[TheEquityHub @TheEquityHub]

$ONDS Appointed Barnea as chairman of international defense division.

Good: his remit is Middle East/Europe/Asia, exactly where $ONDS just bought a pile of Israeli assets that need government level doors opened to sell.

Not so good: no corporate operating experience, only 2 months out of Mossad might get scrutiny.

[TheEquityHub @TheEquityHub]

$GLW bottom indeed. 30% move in 4 days. Much more to come. Will go to ATH's again soon.

[TheEquityHub @TheEquityHub]

I think $GLW bottomed out here around $120. Maybe it can move around +/- 10% but high probability this can be the bottom.
With Optical growing 32% and Solar growing 90%, this is a really good r/r.

[TheEquityHub @TheEquityHub]

I have never seen $VRT outperform other AI names in RTH session. Let alone in after hours. Structural change there. Looks really good.

[TheEquityHub @TheEquityHub]

$NOK is DOUBLING the production with SAME capacity. Yes u heard it right.

It is working on a design change on its split die architecture to achieve this. It's gonna come out end of this year. Can't divulge more info at this point but really excited for this.

[TheEquityHub @TheEquityHub]

Nice to see $ON getting more coverage after ER. only me and @saso_capital were talking about it previously.

[TheEquityHub @TheEquityHub]

@glocalinvestor Give me 80 please

[TheEquityHub @TheEquityHub]

@jpinsights There is no alternative to $VRT honestly. If they go belly up today, 60% of data centers stop working. I like those kind

[TheEquityHub @TheEquityHub]

@pepemoonboy Hahaha. Good one

[TheEquityHub @TheEquityHub]

@CKCapitalxx $MRVL will be a trillion dollar company. Their photonic fabric and Plasmonics, if they work out, will be huge

[TheEquityHub @TheEquityHub]

$NBIS up 50%
$AXTI up 100%
$BE up 50%
Seriously. They just took it down to get Leopold. Feels bad man

[TheEquityHub @TheEquityHub]

@optionscjp $NOK will be out with their MCM split architecture die design in next 2-3 months. If that is a success, no stopping them imo.

[TheEquityHub @TheEquityHub]

Like I said, close is what matters. Not open. $NBIS $CRDO $AAOI just ripped out of open

[TheEquityHub @TheEquityHub]

I don't know why everyone is obsessed with Open, I am always more concerned about the close of the markets. I think close will give us much more info than open on any day.
$SPY $QQQ $NBIS $AAOI

[TheEquityHub @TheEquityHub]

@pepemoonboy @babyfolio Enough said 🤣

[TheEquityHub @TheEquityHub]

@PhotonBull Gotta pull some stats on these. I always wonder if they hit.

[TheEquityHub @TheEquityHub]

@JonkooTrades $AAOI at these prices is too good to leave honestly.

[TheEquityHub @TheEquityHub]

If you guys bought the dip like me. Do not over analyze or over trade right now. Time to just sit in positions and make money. $NBIS $AAOI $MRVL $VRT $CRDO $NOK

[TheEquityHub @TheEquityHub]

$NBIS $BE $VICR $MRVL will be at 300 within no time.

[TheEquityHub @TheEquityHub]

@KaizenLabsabc Yes. For now AI weak, let's see how they go

[TheEquityHub @TheEquityHub]

I don't know why everyone is obsessed with Open, I am always more concerned about the close of the markets. I think close will give us much more info than open on any day.
$SPY $QQQ $NBIS $AAOI

[TheEquityHub @TheEquityHub]

@glocalinvestor Probably why down 5% today. 🤣🤣

[TheEquityHub @TheEquityHub]

@JonkooTrades $NVDA only shipping scale out CPO switches. Scale Up CPO won't be here till 2028 which semianalysis was talking about. I actually think Scale Up wont be here till 2029.