Altoneer

The trading platform bringing you politicians stock trades

[Altoneer @altoneer]

New: If you had invested $10,000 in SanDisk $SNDK exactly one year ago

You’d have $156,634 today

[Altoneer @altoneer]

$BE is up ~34% in the past month

Pelosi took a ~$12M stake in late July

[Altoneer @altoneer]

Spider-Man: Brand New Day hit theaters on 7/31

BMW partnered with Marvel to feature two of its vehicles in the plot (iX3 and 5 Series Sedan)

$BMWKY stock is +6% since

[Altoneer @altoneer]

What to know ahead of Warsh’s news conference today:

A massive $6,000,000 put was placed on the Cboe $VIX Index yesterday

It expires on 10/21

Bc of the VIX’s behavior of going up when markets are going down, a put on this index would be a bet that the market will go up

[Altoneer @altoneer]

Forgent Power Solutions reported earnings this morning

- Q4 revenue was ~$461M (+94% YoY)
- Backlog hit a new ATH of ~$3B
- Revenue guidance was way higher than anyone expected

$FPS has added ~$1,100,000,000 in market cap today

[Altoneer @altoneer]

Nikesh Arora said internet traffic could 6x within five years

How? AI traffic

A real opportunity might be in data centers needing higher-bandwidth connectivity to support increased internet traffic

Credo Tech makes high-speed connectivity products that could benefit from this

[Altoneer @altoneer]

AeroVironment reported earnings after the bell yesterday

EPS: ~$0.59 (beat)
Revenue: $480.5M (beat)
Backlog: $1.5B (up ~37% YoY)

$AVAV has added ~$850,000,000 in market cap this morning

[Altoneer @altoneer]

$META is up ~6% today after introducing AI agent “Muse”

Know this:

1. No projected rev was mentioned for Muse subscriptions (but investors are hyped)
2. It can send emails for you, place orders, and more
3. The “muse” handle on IG was taken from a famous band w/ 2.7M followers

[Altoneer @altoneer]

It’s looking less like a coincidence ✍

GoPro $GPRO is now up ~153% since Markiplier bought it less than two months ago

This brings his unrealized gains to ~$14,229,000

[Altoneer @altoneer]

Snowflake $SNOW is minting millionaires as we speak

The stock is up ~207% since its YTD low

And is currently headed toward all time highs

[Altoneer @altoneer]

@jimcramer Welp

[Altoneer @altoneer]

Breaking: $DELL is spiking after reporting $60.9B in AI server orders

This is the same stock that Trump bought on 2/10

Dell has added ~$11,520,000,000 in market cap today

[Altoneer @altoneer]

@jimcramer No Cramer, AI cannot replace you

[Altoneer @altoneer]

That sell button has to be tempting right about now

Markiplier purchased ~$9.3M worth of GoPro on July 13

$GPRO has jumped ~104% since
~$9,672,000 in unrealized gains

[Altoneer @altoneer]

Breaking: PG&E stock is getting smoked after California lawmakers advanced new wildfire legislation

If passed, the bill would leave the company exposed to potentially massive wildfire liabilities

$PCG is down ~18% today

[Altoneer @altoneer]

Revolution Medicines $RVMD pancreatic cancer pill has officially been FDA approved as of 8/26

Cost? $39,800/month for patients suffering from late stage cancer

The stock is +167% YTD

[Altoneer @altoneer]

$CRM (Salesforce) is up ~20% after announcing something called “Claudeforce”

Claude will be integrated into Salesforce’s ecosystem, and vice versa

+$34,000,000,000 in market cap today

[Altoneer @altoneer]

And just like that

[Jim Cramer @jimcramer]

I sense a monumental day

[Altoneer @altoneer]

If you had invested $1,000,000 in the S&P 500 10 years ago

You'd have ~$3,530,000 today

[Altoneer @altoneer]

@tradewithcong Totally did not add this to the portfolio