Aleks Lazowski

Senior Operations Analyst - NIKE

[Stock Talk @stocktalkweekly]

President Trump had it all back in February.

The 10-Year yield was under 4%, 30-Year mortgages were under 6%, oil was under $70/barrel, and AI investment was booming, with minimal credit risk. Now, that has all reversed.

The Iran War was an unforced fumble of epic proportions.

[Aleks Lazowski @alazowski1]

Gotta love KW😂
@kevinwildes

[First Things First @FTFonFS1]

.@kevinwildes had a rough night watching the Patriots lose 😭

“Now, A.J. Brown is hurt, the defense not solved, I’ve got COVID and can’t smell, the dog’s soaking wet, and we’re 0-1.”

[Aleks Lazowski @alazowski1]

$AMZN just gave $QCOM exactly what it was missing — a real buyer. Multi-gen custom inference silicon deal with AWS. But the part nobody's talking about is the optical connectivity play.

Qualcomm and Amazon co-developing 1.6T links using Qualcomm's SerDes tech.

[Aleks Lazowski @alazowski1]

Still wondering how the datacenter trades will play out rest of year. So much back and forth action and poor sentiment. Staying optimistic!

$MU #NBIS #AAOI $NVDA

[Aleks Lazowski @alazowski1]

Big week for $P. The stock hit an all-time high this week with gains of over 60% in a single month!

My 2028 leaps were over up over 120%. Incredible.

[Aleks Lazowski @alazowski1]

Bought another $MU $1500 Call for Jan 2027. I think the drawdowns for memory are silly. MU just reiterated the demand is so strong that it can't even meet half of consumer needs!

[Aleks Lazowski @alazowski1]

$P this morning!!

These leaps are now up 100%🤯

[Aleks Lazowski @alazowski1]

Bought $MSFT $500 calls on June 16 when the stock was at $388

Azure AI revenue just grew 67%. Total revenue $331B — up 18% YoY. 56 analysts say Strong Buy with a $563 price target.

Calls up 114% in under 2 months. Jan 2028 expiry. Even with Burry shorts we will hold!

[Aleks Lazowski @alazowski1]

Just started a position in $VPG at $77. 10 shares.

Earnings looked soft on the surface but weakness was timing issues.

Bookings just crossed $100M for the first time since 2022. Book-to-bill of 1.21, both analysts covering it have Strong Buy with a $94 price target.

[Aleks Lazowski @alazowski1]

Bought $FIVN calls on May 13 when the stock was at $11.80 . Now we are up +127%!

Here's what I saw:

AI revenue up 68% in Q1
New CEO laser focused on AI-powered contact centers
Stock was down 85% from all time highs

Yesterday it got added to the S&P 600. Planning to hold

[Aleks Lazowski @alazowski1]

@StockSavvyShay Incredible @StockSavvyShay

Missed this one and $AAOI. Still have a question on do you have an allocation strategy with trading profolio. Or doesn’t matter if 80% is tech oriented as example?

[Aleks Lazowski @alazowski1]

Trading portfolio to end the week. Still positive YTD. This week was rough with the semiconductor selloff.

[Aleks Lazowski @alazowski1]

June and July finally end. We bought some dips in $RKLB, $CRDO, $NBIS Still down for the year but excited for the ROTH.

[Aleks Lazowski @alazowski1]

Incredible bounce back today in the market. Almost up +7% in the Roth today. Still down -6% YTD.

Incredible value in $NBIS and $CRDO. Our most recent additions.

[Aleks Lazowski @alazowski1]

$MU hitting 1200+

Only a matter of time. Ai demand still constrained for years to come

[Aleks Lazowski @alazowski1]

Adding shares $NBIS to Roth IRA today. Totaling 5 shares now in the Portfolio

[Aleks Lazowski @alazowski1]

So many drawdowns in tech and semiconductors… It feels wrong to keep buying but in a year from now $QQQ will be up 15% I bet!

Need $MSFT to carry today

[Aleks Lazowski @alazowski1]

Huge day tomorrow. $MSFT, $AMZN, $AAPL and $META have their earnings.

I have $MSFT $500 calls for Jan 2028. Let’s see if these earnings can help the tech industry sentiment.

[Aleks Lazowski @alazowski1]

@asklivermore What’s your view on the pressure with $SNDK and $MU? I do like these levels for addition