aphex

swe + ai eng • investing thoughts • NFA

[aphex @aphexinvests]

@jukan05 $MRVL rn

[aphex @aphexinvests]

I don’t know about you guys but it looks like the BofA chat was pretty chill

$NBIS

[aphex @aphexinvests]

@ParadisLabs These go absurdly hard

@nebiusai we need some merch out of you guys too

[Jeremy Judkins @jeremyjudkins_]

Once the new Spider-Man movie comes out, this should hit $1000 a share easily.

[Pepe Invests @pepemoonboy]

Scrolling X the past month will make you feel like you’re severely underperforming.

You’re not.

Many of these account only show you the percentage increases of their YTD’s, but never the actual monetary value increase.

Why?

Maybe because it’s a tiny account where they full ported into a handful of stocks so they could have a cool, eye catching YTD so they can get you to sub.

Or maybe because they only got incredible YTD gains because they went crazy with options and hit a few big home runs.

Whatever it may be, be careful what you believe on this app, and don’t feel compelled to overtrade because you feel like you need to “catch up”.

Are there incredible accounts on here that only show the percentage increases of insane YTD’s? Absolutely.

But not all are legit…

Just be careful, focus on your own growth, stop comparing yourself to others.

And remember, some people on here only have money, not actual wealth (family, friends, health)…

[aphex @aphexinvests]

Agreed, $SOI and $NOK are further along in scale and ecosystem but I do think they will push up further on the news, especially $NOK nearer term imo. Lot of other tailwinds for them coming up

Still bullish on $SOI but looking to trim, I think risk/reward looks way better in other names ($SIVE)

Still a net positive structural tailwind for EU SiPh/CPO space overall

Will be watching today’s full details

[Thariq @trq212]

https://t.co/R6exTuF7P8

[aphex @aphexinvests]

@StockMKTNewz @insane_analyst can’t believe you’re considering buying $AMD when the goat is selling

[aphex @aphexinvests]

@insane_analyst awesome write up btw

[aphex @aphexinvests]

@insane_analyst oh yeah we’re buying $AMD at $520

what the fuck is a P/E?

[aphex @aphexinvests]

“Marvell is the next trillion dollar company” - Jensen

Up another 15% overnight

$MRVL

[aphex @aphexinvests]

@steve2bacon honestly you’re doing a great service to the folks who agonize over selling too early and the stock ripping

they’ll still be fine and profit is profit

[aphex @aphexinvests]

@bubbleboi I’m holding $MRVL but this is awesome

See you in Valhalla

[Photon Capital @PhotonCap]

$MRVL's official slides included plasmonics

see this: https://t.co/k0JSlsO4Tr

[aphex @aphexinvests]

@StormDirac come outside @NingiResearch

[aphex @aphexinvests]

@jukan05 NOOO I trimmed today😢

Watch it open like +1% tmr though

Overnight prices are BS sometimes

[aphex @aphexinvests]

Months ago:
Jensen Huang: “Nebius will take care of you.”
$NBIS now at ATHs

Tonight:
Jensen Huang called Marvell "the next trillion dollar company" to Matt Murphy's face at Computex. $MRVL is at $254 overnight, +15.96% from close.

Jensen doing charity work for my portfolio rn

[aphex @aphexinvests]

$MRVL

[Jukan @COMPUTEX @jukan05]

Jensen just said to Matt "the next trillion dollar company - Marvell"

?

$MRVL