Lucas Sacerdote

Stock analyst. Sharing investment philosophy and some thoughts. $CSIQ $EOSE $AGRO NFA. Please research on your own.

[Lucas Sacerdote @baxifn]

Hi everyone! I've created a new WhatsApp group where I share daily stock trend analysis and price dynamics. It's free to join; check out my profile for the link if you're interested.

[Lucas Sacerdote @baxifn]

US stock market

[Wimar.X @DefiWimar]

🚨WARNING: SOMETHING BAD IS COMING FOR SPACEX

Unlocks haven't started yet, but $SPCX is already down 30% from its ATH.

Here's the EXACT roadmap for the upcoming unlocks:

Aug 11 → $150 → $130 → $115
Sep 24 → $130 → $135 → $120
Oct 25 → $125 → $110 → $100
Nov 7 → $115 → $100 → $86

The real selling has not even started yet.

I've been reading this chart since day one.

Bookmark it to compare later.

Follow and turn notifications on.

I'll post the warning BEFORE it hits the headlines.

[legen @legen_eth]

Trump mentioned 2 stocks yesterday.

Pelosi disclosed buying 2 stocks today

I got in all of the above.

Up $18k so far today.

This is going to $2m end of the year.

Shoutout Trump, shoutout Pelosi.

In America we trust 🇺🇸

[Lucas Sacerdote @baxifn]

A bit of weekend traveling: Permian Basin, Texas, the world’s largest oil and gas producing basin. Feels like the heart of American economic growth. Data center growth is exploding in the most energy abundant State, Texas. With the least bureaucratic burden. Oil and gas

[Michael | Hypermarkets @itsmichaelluu]

You don't need to buy $SPCX to 10x your portfolio.

You can buy $NASA ETF which owns:

1. SpaceX $SPCX — 12.70%
Rockets, spacecraft, Starlink satellite internet

2. Rocket Lab $RKLB — 6.99%
Small satellite launches, spacecraft components

3. Lockheed Martin $LMT — 6.66%
Satellites, spacecraft, defense, NASA contractor

4. RTX Corporation $RTX — 6.22%
Satellite systems, sensors, propulsion, defense tech

5. Airbus SE $AIR.PA — 5.08%
Satellites, space modules, launch infrastructure

6. Boeing $BA — 4.81%
Spacecraft, satellites, Starliner program for NASA

7. Maxar Technologies $MAXR — 4.35%
High-res satellite imagery, space infrastructure

8. Northrop Grumman $NOC — 3.92%
Satellites, space vehicles, mission systems

9. L3Harris Technologies $LHX — 3.38%
Comms systems, space hardware, defense tech

10. Planet Labs $PL — 2.93%
Fleet of imaging satellites, daily Earth observation

Remember, $SOXL which owns $NVDA is up 1200% from $22 to $280 so far. $NASA could be the same.

♻️ RESHARE this post and write 1 comment, I'll share my top 3 ETF to add for 10x (and safer).

[Lucas Sacerdote @baxifn]

In this bloody massacre, the only things that remained green in my port were the necessities of life…

$CPB

$CAG

GIS Equal-weighted investments. Argument: They are undervalued. The chart looks like a double-edged sword, but these companies are not in an existential crisis.

[The Market Mind @Market_Mind_]

Warren Buffett's Top 10 Holdings

🇺🇸 Apple Inc (AAPL) — 28.76%
🇺🇸 American Express Co (AXP) — 17.60%
🇺🇸 Coca-Cola Co (KO) — 12.36%
🇺🇸 Bank of America Corp (BAC) — 11.37%
🇺🇸 Chevron Corp (CVX) — 8.56%
🇺🇸 Occidental Petroleum Corp (OXY) — 5.65%
🇺🇸 Moody's Corp (MCO) — 4.95%
🇺🇸 Kraft Heinz Co (KHC) — 4.27%
🇺🇸 Chubb Ltd (CB) — 3.53%
🇯🇵 Mitsubishi Ord Shs (8058) — 2.94%

[Value Investing Edge @StonkValue]

$NVDA CEO, Jensen Huang's just said today photonics and memory shortage are going to last several years.

These stocks have long runway for growth:

Optical Components & Transceivers
$LITE — Lumentum
$COHR — Coherent
$AAOI — Applied Optoelectronics
$OPTX — Syntec Optics
$POET — POET Technologies

Laser Systems
$IPGP — IPG Photonics
$LASR — nLIGHT
$LASE — Laser Photonics
$LPTH — LightPath Technologies

Memory / HBM winners
$MU — Micron Technology
$WDC — Western Digital
$SNDK — SanDisk
$STX — Seagate
$Samsung — Samsung Electronics
$SK Hynix — biggest direct HBM beneficiary

Equipment / wafer-capacity beneficiaries
$AMAT — Applied Materials
$LRCX — Lam Research
$KLAC — KLA Corp
$ASML — Lithography

Photonics Materials
$GLW — Corning
$LWLG ��� Lightwave Logic
$AXTI — AXT Inc.
$ALMU — Aeluma

AI Interconnect
$AVGO — Broadcom
$MRVL — Marvell
$CRDO — Credo Technology
$POET — POET Technologies
$PENG — Penguin Solutions

Optical Networking
$CIEN — Ciena
$CSCO — Cisco
$AAOI — Applied Optoelectronics
$COHR — Coherent

Photonics Manufacturing / Test & Measurement
$MKSI — MKS Instruments
$VIAV — Viavi Solutions
$AEHR — Aehr Test Systems
$MTSI — MACOM Technology Solutions

[BULL OF BRITAIN @BULLOFBRITAIN]

Frenchie x BoB x $MRVL = free money?

[Lucas Sacerdote @baxifn]

Buying real-estate in Argentina, risk/reward seems attractive. Peter Thiel is doing it... Def has it's place for a diversified portfolio imo... If too hard operationally, you can buy
$AGRO
- good enough proxy with their ~$1B in Arg agricultural land

[Lucas Sacerdote @baxifn]

Congratulations to

FLNC
!! This is a big deal!

Renewable energy is now being directly integrated into data center construction. I think the battery storage system operators to watch are:

Tesla,

FLNC,

CSIQ, and

EOSE

[Lucas Sacerdote @baxifn]

The energy sector is still in its infancy…especially renewable energy and battery technology.

$CSIQ

$EOSE

[Lucas Sacerdote @baxifn]

I am increasing my position in CSIQ. It should soon rise to $40-60. If handled correctly, I believe it could reach $100. Since I started publishing research reports, I have consistently believed that this stock's price action is very healthy.

[Lucas Sacerdote @baxifn]

Dan has become my technical analyst for
$CSIQ
Gotta say, this crossing of the Monthly PMO does look nice… Both previous times it happened in the last decade, it went on to be a +5X each…

[Lucas Sacerdote @baxifn]

@thoriumfns Vouch

[Lucas Sacerdote @baxifn]

@Tydnt_ @FNCompetitive I lasted half a year

[Lucas Sacerdote @baxifn]

@darealriska @FNCompetitive I was uppers + qualified grands last szn

[Lucas Sacerdote @baxifn]

@Blizzy74 @FNCompetitive I do but I don’t use it

[Lucas Sacerdote @baxifn]

@finejupiter @FNCompetitive @thoriumfns he didn’t know