👨💻 Software Pro | 👨👧 Caring Father | ❤️ Supportive Husband |🍳Food Enthusiast |🎉Fun Maker |🤝Family Helper |Tweets are opinions not an investment advice.
$TMDX at ~$69 is a gift if you believe the math. Reaching management's $3B revenue tgt by 2032 with a 30% operating margin means EPS grows at nearly 47% through the decade. Throw in the new CHOPS system and a European logistics expansion, and this moat is completely unmatched.
🧵 AI infra flows like a waterfall:
GPUs $NVDA $AMD ⤵️
storage boom $MU $WDC $STX $SNDK ⤵️
cooling & networking $VRT $ETN $COHR ⤵️
power crunch $CEG $NEE $GEV ⤵️
software $CRM $NOW.
Each wave hits a bottleneck.
Smart money rotates to the next constraint. #AI#Stocks
What Comes After the Storage Boom?
If you feel like you missed the Nvidia train in '24 or the SanDisk/WDC moon mission of '26, you need to understand the Sequence. Capital flows like a waterfall through physical bottlenecks.
Here is the ‘26–‘28 roadmap:
5. The Utility (2028+) — [THE PAYOFF]
• Focus: Software Monetization & Agents.
• Winners: $CRM, $NOW, and AI-native startups.
• The Vibe: "Is this actually making us money yet?"
$NVDA CEO Jensen Huang and $DELL CEO Michael Dell will deliver a keynote at Dell’s event on Monday, May 18.
AI infrastructure is the obvious focus as Nvidia and Dell keep deepening their data center partnership.
$CVX bouncing off long-term support near $134, closing at $143.35 📉➡️📈
MACD crossover forming 📊 RSI recovering from oversold levels
Watch resistance at $163.45 — breakout above that could open the path to $169.66 🚪
Oil strength = upside potential? 🛢️
#CVX#Chevron#OilStocks
$CVX bouncing off long-term support near $134, closing at $143.35 📉➡️📈
MACD crossover forming 📊 RSI recovering from oversold levels
Watch resistance at $163.45 — breakout above that could open the path to $169.66 🚪
Oil strength = upside potential? 🛢️
#CVX#Chevron#OilStocks
FINALLY 🚨Bitcoin is out of control 💰 #btc100k#BTC#Dogecoin#DOGE $BTC $ETH $DOGE
$Doge is heading next to the single digit 🚀 could be double digit 🚀🚀 who knows 🤩 Love the chart of #DOGE