Drawing on extensive experience in the U.S. stock market, I specialize in analyzing market trends and selecting high-quality stocks to help you make rational in
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Every day, carefully selected high-quality stocks are posted to the group for free
🔗https://t.co/wGMdsN1h6a
$ASTS $BB $IBRX $XCN $EOSE $IOVA $TSLA $GPRO $ONDS
A dedicated WhatsApp group for
$WULF
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$WULF
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A dedicated WhatsApp group for
$DGXX
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$DGXX
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A dedicated WhatsApp group for
$IOVA
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$IOVA
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A dedicated WhatsApp group for
$DELL
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$DELL
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$DELL
Dell is currently in the process of shifting further from a traditional PC manufacturer toward an AI infrastructure provider.
In my view, the key areas to monitor moving forward are:
1. Whether AI server revenue can sustain high-speed growth.
2. Whether orders for NVIDIA GPUs and AI servers can be converted into actual profit.
3. Whether rising memory prices will compress gross margins.
4. Whether the company will further raise its performance guidance in its November 24th earnings report.
5. Whether the company will continue with organizational adjustments and capital returns.
A dedicated WhatsApp group for
$AAOI
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$AAOI
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$AAOI options premium today: $2.3M, of which $2.2M went to calls. The stock is up 19.10% at $57.57. In 11 strikes, traders opened more than was already on the books, with volume above open interest. 580 call contracts for Dec 18 (within 2 months) made the biggest trade at about $523K, and it opened new positions (volume above open interest). A second big one: 2,600 call contracts for Nov 13, near $373K. Options money rarely gets more one-sided than 93%; the next session shows whether calls keep that grip.
A dedicated WhatsApp group for
$ABCL
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$ABCL
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$ABCL
is copying
$REGN
playbook to extend the possible monopoly like profits of ABCL635.
Eylea, one of Regeneron’s blockbuster drugs that treats wet age-related macular degeneration and other eye conditions, had many of its core patents expire.
Competition is on the horizon as generics are working towards FDA approval.
How does Regeneon block the competition from eating their lunch?
Develop another best in class drug.
Regeneron brought to market, Elyea HD, a drug that requires less frequent dosing than Elyea. Elyea HD patents expire 2039.
This strategy reminds of AbCellera’s drug ABCL992, which is a next-gen half-life extended analog of ABCL635. AbCellera announced today that they will bring ABCL992 into IND-enabling activities.
Let the good times continue to roll.
A dedicated WhatsApp group for
$BB
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$BB
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$BB $BB.TSX : With all the pressure from sell programs they can't even drop us to the "GO" $8.88. It shows we are ready to proceed with our story. I managed to add to our LEAPs, thanks to Jensen. $9.11 is our signal to shorts while $8.88 is for longs. if you look cross the pond where the scandal began you would see our team seems not getting the memo about it. They are our signing up new business and are ready for global domination. $NVDA will survive and thrive with or without Jensen. As for BB yesterday gave you a hint where it wanted to go, up and high up. The algos just kept us here due to NVDA saga. So it's another chance for you to make a serious move. I just did. Good luck JH.
A dedicated WhatsApp group for
$CIFR
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$CIFR
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$CIFR BitcoinButcher’s interview could be very informative. What interests me the most is what mgtt thinks about the timing of the Colchis deal (assuming Abbott audit approval in December) after the Hinojosa selection. Colchis is the most important company-specific catalyst.
When you compare different projects, their statuses overlap:
*IREN SW2: all permits approved, construction started, approval in December
*Colchis: approval in December
*Reveille: already approved (no abbot audit/batch zero process/any delay for interconnection)
Peers have said they do not expect delays for approved projects, and especially not for projects already under construction. Projects that are already well under construction have also the necessary permits in place.
So it would be nice to know what mgt thinks about the timing of the Colchis and Reveille contracts. This was the starting situation, the day before the Hinojosa selection, Q3 earnings⬇️:
BB promised to ask this from CEO💪
A dedicated WhatsApp group for
$GME
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$GME
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A dedicated WhatsApp group for
$TE
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$TE
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$TE okay now I know we are selling off …I think we are done here
Tesla has officially started construction of its massive new $10 billion solar manufacturing facility near Houston, Texas!
Construction is expected to finish in 2028, with commercial operations starting in Q1 2029. Total direct and indirect economic impact of the project is estimated to generate ~$6.4B in state and local taxes, and increase State of Texas GDP by ~$107 billion.
The factory will be a vertically integrated solar manufacturing facility, and it'll include:
• Wafer Manufacturing
• Ingot Manufacturing
• Coating
• Metallization and Printing Lines
• Cell Testing and QC
• Automation and Material Handling
• Cleanroom and Production Support
• Site Infrastructure
• Chemical Storage and Delivery
• Utility Infrastructure
• Environmental and Safety Systems
A dedicated WhatsApp group for
$GNS
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$GNS
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