Andrea Rancan

[Andrea Rancan @andrearancan97]

#Seixas will be the biggest flop of this #TdF

[Andrea Rancan @andrearancan97]

@Lecstappilton If Paraguay can keep the draw until the first hydration break, they can win.

Let France attack to score, they can save energy by staying defensive and counterattacking

[Andrea Rancan @andrearancan97]

@CKCapitalxx I'm a fan of $CRWV since its current market cap is 44B and their 2028 revenue forecast is 40B and it will increase to 55B in 2029.

[Andrea Rancan @andrearancan97]

@wannabfoode @DudeWhoInvests Stocks like WDC, LITE and AAOI are in a downtrend, optic even longer, despite havint insane growth potential

It's not true that Micron growth will stop in 6-9 months.

It will last for at least 3 years and it will grow at a way higher level than current PE.

[Andrea Rancan @andrearancan97]

@GrindeOptions Coreweave for Software
Sandisk for Memories
AAOI for Semiconductors

[Andrea Rancan @andrearancan97]

@LiebermanAustin Micron will reach 2T market cap very soon with the revenues and EPS is doing

[Andrea Rancan @andrearancan97]

@MsVeilMoney Buy Apple and Google 30 PE, I prefer SNDK at 10 PE

[Andrea Rancan @andrearancan97]

@WheelieInvestor Because Sandisk is growing a little bit faster than Micron, so if Micron beats earnings by 15% people think Sandisk will also do it or even better.

[Andrea Rancan @andrearancan97]

@AdityaInvests90 Mine are:

-NBIS: 800
-ASTS: 600
-HOOD: 150
-TSLA: 900
-META: 1000
-MU: 3500

[Andrea Rancan @andrearancan97]

@growthrapidly It depends on what you want.

If you want to be close to 100% to earn some money my top 3 is:

1) Nvidia
2) Meta
3) Sofi

If you want to maximise your possible income my top 3 is:

1) AAOI
2) Iren
3) Sandisk

[Andrea Rancan @andrearancan97]

@The_Tech_GeeK_ @mathlonning You can debate that after 2027
$ARM

will grow at least 30-40% per year next year, MU won't grow anymore.

Same story, if you want stocks which have insane growth potential but are less expensive than $ARM
you can get $INTC, $AMD, $MRVL, $STX or $WDC

[Andrea Rancan @andrearancan97]

@The_Tech_GeeK_ @mathlonning $MU has a 2027 forward PE of 9,18 currently
$ARM has a 2027 forward PE of 138 currently

[Andrea Rancan @andrearancan97]

@BagholderIQ @QC_Capitals MU is undervalued, it will easily reach 2k

[Andrea Rancan @andrearancan97]

@JUST_KAWS You can't buy a stock hoping it gets overvalued since some stocks are.

Microsoft fair value at the end of next 4 years is (with current forecast)

FY2026: 350
FY 2027: 400
FY 2028: 480
FY 2029: 600

[Andrea Rancan @andrearancan97]

@JUST_KAWS Microsoft fair value right now is about 350 but a value of 400 makes sense considering how big and solid the company is and how stable (and not cyclical) its growth is.

Apple should value less than 200

Google about 300

[Andrea Rancan @andrearancan97]

@JUST_KAWS It's just they are at a fair value right now.

Google is still overprized and Apple is mega overprized.

[Andrea Rancan @andrearancan97]

@QC_Capitals 6 months: probably Sandisk

Overy 6 months: AMD

[Andrea Rancan @andrearancan97]

@QC_Capitals Seagate