Patrick Toews

[Michael | Hypermarkets @itsmichaelluu]

Biggest generational buying opportunity for $SPY is in June.

When $SPY crashes 10%-20% buy these:

1. $NOW ~$105 | Buy zone: $80–$85
Near 52-week lows. Agentic AI platform still printing revenue. Market overreacted to selloff.

2. $BE ~$254 | Buy zone: $160–$180
$2.6B Nebius fuel cell deal validates the thesis. AI power demand is just starting.

3. $SNDK ~$1,645 | Buy zone: $1,100–$1,200
Flash memory demand exploding as AI storage cycle accelerates hard.

4. $NVDA ~$205 | Buy zone: $165–$180
Off the highs but AI capex cycle just entered year three. Pullback is the gift.

5. $QCOM ~$204 | Buy zone: $180–$190
Jensen just publicly endorsed $QCOM. ByteDance ASIC deal massively underappreciated catalyst.

6. $ORCL ~$202 | Buy zone: $160–$170
Earnings tonight. Cloud RPO backlog growing 80%+. Bears get destroyed after this print.

7. $INTC ~$106 | Buy zone: $80–$90
Google sourcing 3M chips in 2028. Turnaround trade with explosive upside from here.

8. $GOOG ~$360 | Buy zone: $300–$320
AI Search monetization + cloud + Waymo. Most undervalued hyperscaler on the board.

9. $MSFT ~$400 | Buy zone: $360–$370
Copilot enterprise rollout just hit NHS 505K employees. Azure AI is compounding daily.

10. $META ~$586 | Buy zone: $520–$530
$145B capex plan + Llama dominance = AI moat nobody's pricing in correctly right now.

11. $AAOI ~$163 | Buy zone: $100–$120
Optical interconnects are the AI bottleneck. AAOI is the pick-and-shovel inside the wall.

12. $LITE ~$807 | Buy zone: $600–$700
Northland just raised PT to $1,200. Photonics supercycle is real and Lumentum owns it.

13. $PLTR ~$132 | Buy zone: $120–$125
85% YoY revenue growth. US gov + enterprise flywheel locked in. Dip buyers always win.

14. $MRVL ~$264 | Buy zone: $180–$200
Jensen called it the next trillion-dollar company. S&P 500 inclusion = forced buying incoming.

15. $AMD ~$461 | Buy zone: $360–$380
MI300X shipments accelerating. Hyperscaler diversification away from NVDA benefits AMD most.

16. $IREN ~$53 | Buy zone: $30–$35
Nvidia took a 30M share option at $70. That's a floor signal from the most credible source.

17. $NBIS ~$214 | Buy zone: $160–$170
Hyper-growth AI cloud. $1.7B UK expansion. BofA just raised PT to $280. Too cheap here.

♻️ RESHARE this post and write 1 comment, I'll DM you my top 3 for 10x-20x we can buy later this month.

[Tomáš Vranka @TVranka]

Tie predplatne sluzby sa zacinaju vymykat kontrole.

[🅰️kciový GURU @AkciovyGURU]

🇧🇷 To bych nechtěl. $NU

[🅰️kciový GURU @AkciovyGURU]

👀 Kam ten svět spěje… Prodělávat bez hnutí prstu. Uvidíme jaký bude proces. Zda bude hedgovat, zda bude lovit spise v USA nebo ve světě, akcie, komodity, atp. 🫣

[Jaroslav Brychta @j_brychta]

New index dropping soon on https://t.co/fRBC1ywmEv, called Buy & Forget. Stocks so fundamentally unbreakable that you could be asleep, dead, or actively trying to time the market and still be fine. Equal weighted. Quarterly rebalanced. Pray anyway. Who's missing from the congregation? Any other ideas?

[ProblemSniper @ProblemSniper]

Bookmark this. 👇🏼

[NIC NEVIM @Nicnevim11]

Buffett současné trhy přirovnal ke kasínu.

Pod vedením Grega Abela pokračuje Berkshire v navyšování hotovosti. Už mají skoro 400 miliard cash a čekají.

Stejně tak navyšovali cash před finanční krizí 2008 i před dot-com bublinou. Vždycky šli do cashe rok nebo dva před krizí.

Teď už jsou to zhruba dva roky, co drží rekordní podíl hotovosti.

Člověk s 60 let zkušeností prostě vidí, že trhy jsou cyklické a že to je pořád dokola. Pravděpodobně se blíží konec cyklu a vystřízlivění. 🔴

Všeobecný optimismus je samozřejmě na maximu, zejména mezi mladými. Jako vždycky po dlouhém období silného růstu. Opět mají dojem, že tentokrát to bude jinak 😀

[Dividendology @dividendology]

How Peter Lynch Selects Stocks:

📉 Trailing P/E < 25
🔮 Forward P/E < 15
⚖️ Debt/Equity < 35%
📈 EPS Growth > 15%
📊 PEG Ratio < 1.2
💰 Market Cap < $5 billion

I recently ran this screen, and found only 4 dividend stocks met the criteria:

[Tomáš Vranka @TVranka]

Jim Cramer politiky.

[Investment Wisdom @InvestingCanons]

Steve Jobs once called Warren Buffett for advice on stock buybacks.

Buffett told Jobs—“There’s just 2 questions” to ask:

1. Do you have enough cash to build the business the way you see it over the next 5-10 years?
2. Is your stock selling for less than it’s worth?

Jobs answered Yes to both.
Buffett said: “Well, you’ve answered your own question.”

[NIC NEVIM @Nicnevim11]

Nemovitostní fondy v Evropě začínají mít problém s likviditou.

Například švýcarská banka UBS oficiálně pozastavila výběry ze svého nemovitostního fondu Euroinvest (400 milionů eur). Investoři se ke svým penězům nedostanou po dobu až tří let, do března 2029.

Jako důvod uvedla UBS kritický nedostatek likvidity. Nemají kupce na svoje nemovitosti. Fond tak nemá dostatek hotovosti, aby mohl vyplatit investory, kteří chtějí hromadně vybrat své podíly.

[Jakub Svoboda @jakub_svo]

$NVO
Aktualizoval jsem svou valuaci a stále si myslím, že i přes velmi konzervativní odhady je firma extrémně podhodnocena s potenciálem růstu +77%📈 viz vlákno👇

[Lukáš Kovanda @LukasKovanda]

Evropští zbrojaři dnes těžce krvácí. Jejich akcie se výrazně propadají, neboť investoři se obávají, že brzký konec války na Ukrajině je připraví o zisky. Hlavní Zelenského vyjednavač dnes agentuře Bloomberg řekl, že mír na Ukrajině se blíží, neboť ruské hospodářství je v rozkladu.

Zvláště výrazně se dnes propadá norský zbrojař Kongsberg (KOG), německý Rheinmetall (RHM), český Czechoslovak Group (CSG), německý Hendoldt (HAG) a italský Leonardo (LDO).

[Jose Ramirez @ramirezxemanue]

En mis veinte, solía acostarme con muchas mujeres, y llegué a estar con más de 30. Estas son algunas de las lecciones que aprendí:

1. Las mujeres no esperan ni juegan cuando aman de verdad a un hombre; se acuestan con él rápidamente.

[NEXTA @nexta_tv]

🔴 If you are the strongest military in the world, why can’t you force Iran to open the Strait of Hormuz?!

“We’re really not as powerful as we said we were,” said American propagandist Tucker Carlson.

A few days ago, for his “commitment to the truth,” Trump called his — now former — friend a low-IQ fool.

[Stocks World @anandchokshi19]

Peter Lynch turned $18M into $14B. His 6 rules for multi-bagger stocks selection:

1. Trailing P/E < 25
2. Forward P/E < 15
3. Debt/Equity < 35%
4. EPS Growth > 15%
5. PEG Ratio < 2
6. Market Cap > $5B

[Lukáš Kovanda @LukasKovanda]

Írán má další “zářez”. Sestřelil americký letoun F-15. Jde o první takový sestřel probíhající války.
Teherán vypsal za dopadení živé dvoučlenné posádky tučnou odměnu, apeluje na obyvatelstvo, aby ji dopadlo. Pokud by padla do zajetí, získá totiž Írán silnou páku na Trumpa. Ten nyní Íránu hrozí drtivým úderem, který jej má přimět k otevření Hormuzského průlivu. Sestřelení může toto otevření tedy oddálit.
Pokud íránská vojska napadnou záchranné týmy USA, pátrající po sestřelené posádce, může navíc fakticky jít o zahájení americké pozemní operace v Íránu.
Určitý precedens existuje. Například když Somálci roku 1993 sestřelili dva americké vrtulníky Black Hawk, tehdejší operace vzdušných sil se okamžitě změnila v masivní pozemní záchrannou misi. USA musely do somálské metropole Mogadiša vyslat obrněný konvoj, což vedlo k nejintenzivnější pozemní bitvě amerických vojsk od války ve Vietnamu.

[George Noble @gnoble79]

WARREN BUFFETT JUST EXPLAINED WHY HE'S SITTING ON $300 BILLION IN CASH

In a recent interview, Buffett was asked about the market selloff.

His answer was devastating in its simplicity:

"This is nothing."

Markets are down 5-7% and everyone's panicking. Buffett has watched Berkshire drop 50% THREE times.

He doesn't get excited about a 5-6% dip. In his own words: "We aren't in it to make 5 or 6 percent."

These prices aren't even close to cheap.

And the numbers back him up:

Buffett's own favorite indicator - total market cap to GDP - is at 208%.

He once called anything above 120% "playing with fire."

We're nearly DOUBLE that threshold.

At current levels, his model projects roughly 0.4% annual returns over the next 8 years.

Zero point four percent.

You can get 5% in a savings account.

Meanwhile, Moody's AI-driven recession model just hit 49% probability. Every time it's crossed 50% in 80 years of backtesting, a recession followed within 12 months.

And that reading was BEFORE the Iran war shut down the Strait of Hormuz and sent oil above $120.

The IEA calls this the worst energy crisis in history. Worse than 1973. Worse than 1979. We've lost 12 million barrels per day - more than both 1970s oil crises COMBINED.

The S&P is down 7% year to date. The Nasdaq is off 10%. Q1 was the worst quarterly performance in 4 years.

US GDP growth just got revised down from 1.4% to 0.7%. The economy LOST 92,000 jobs last month when economists expected a GAIN of 59,000.

And inflation is creeping higher while the economy slows.

This is the early stage of stagflation.

Buffett sees it. That's why he's been a NET SELLER of stocks for 9 straight quarters. That's why Berkshire is sitting on its largest cash pile in history.

The greatest investor alive is telling you - not with words, but with actions - that this market is overpriced and he'd rather earn 5% in T-bills than own stocks at these valuations.

When has Buffett been this cautious?

Late 1999. Right before the dot-com crash wiped out 49%.

Late 2007. Right before the financial crisis wiped out 57%.

Both times he was mocked for "missing the rally."

Both times he was right.

Now look at what's happening around us:

Oil at $120 with the Strait of Hormuz still closed. Gas above $4 for the first time since 2022. The IEA warns April will be WORSE than March.

This is comparable to the 1970s stagflation era.

And the market is still priced for perfection.

Buffett didn't get rich by buying expensive stocks during geopolitical crises. He got rich by being patient, sitting in cash, and buying when everyone else was panicking.

We're not at the panic stage yet.

We're at the stage right before it.

The smart money isn't buying this dip.

The smart money IS the dip.

[NEXTA @nexta_tv]

U.S. Secretary of War Hegset has asked the Chief of Staff of the U.S. Army, General, to immediately resign and end his service, according to CBS sources.