ChrisMacro

Investor | Spotting 10× disruptive stocks and tracking macro moves before the crowd reacts.

[ChrisMacro @chris_macroi]

@DavidNomadi Of course, $NBIS Go for it! you bastard!

[ChrisMacro @chris_macroi]

The moment I opened my account, I had this weird feeling…

Did the market suddenly decide we don’t need AI compute anymore?

[ChrisMacro @chris_macroi]

For reference, here are some of my favorite calls from just the past year:
- $NFLX at $180 → flew +300%
- $DELL at $230 → flew 150%
- $MU at $500 → flew +150%
- $SNDK at $1,000 → flew +135%
- $ZETA at $15 → flew +120%

Many will regret not following sooner.

[ChrisMacro @chris_macroi]

@DavidNomadi Looking forward to Berkshire portfolio allocation next week.

[ChrisMacro @chris_macroi]

$NVDA 📉

You know it would be nice to see even one insider buy right about now. just to give shareholders a bit of confidence after this nonstop wave of selling…

[ChrisMacro @chris_macroi]

$NVDA — BUY at $155–$160. The bad news has been fully priced in. It's time to buy.

$AMD — Strong AI growth, but don't chase after the recent rally.

$TSLA — Huge long-term potential, but valuation remains a concern. Don't buy for now.

$AVGO — Buy at $325–$335

$QCOM — Buy at $165–$170

$MRVL — Buy at $154–$160

$ANET — Buy at $186–$191

$TSM — Buy at $390–$402

$MU — Don't chase after the recent rally

If you find this information helpful, please like, follow, and share

[ChrisMacro @chris_macroi]

After watching too many market cycles, I’ve realized one thing:The real opportunities usually show up after something has fallen and rotted.

Here’s what I’m watching on November 12:

1. $NVDA — The bad news is out. It's time to buy

[ChrisMacro @chris_macroi]

@DavidNomadi Great list🙌

[ChrisMacro @chris_macroi]

Reports of CEO Jensen Huang’s personal issues and growing board pressure have rattled investors, and Wall Street is now turning on $NVDA.

Why are so many firms downgrading it this morning?

Four firms downgraded the stock this morning:
Bernstein : to Market Perform, with its price target halved to $200 from $400
Oppenheimer : to Perform, price target withdrawn
William Blair: to Market Perform
Evercore ISI : to In Line, price target $186

Five more cut their price targets:
Stifel : $205, from $315
Citi : $225, from $285
Wedbush (Dan Ives): $225, from $300
RBC : $230, from $330
BofA : $280, from $350

The reason is... leadership uncertainty is hitting harder than the fundamentals.

That’s the end. If you found it useful, follow @chris_macroi for more daily. Thank you~

[ChrisMacro @chris_macroi]

$NBIS revenue surged 571% after earnings but the stock still crashed 14%+. What’s Wall Street really worried about?

The reason is...

It’s not just capacity delays and 2026 capex jumping to $27B. The bigger issue is that Jensen Huang officially resigned at almost the same time.

A neocloud player that just got a $2B investment from NVIDIA, public endorsement, and deep GPU ecosystem ties suddenly lost its biggest backer.

Soft guidance + the exit of the core figure = double hit. What do you think?

[ChrisMacro @chris_macroi]

WHAT IS GOING ON WITH $NBIS ?!!!

Why is the stock crashing right after earnings?What exactly is Wall Street worried about?

[ChrisMacro @chris_macroi]

WHAT IS GOING ON WITH $NBIS ?!!!

Why is the stock crashing right after earnings?What exactly is Wall Street worried about?

[ChrisMacro @chris_macroi]

That’s the end of the thread. If you found it useful, follow @chris_macroi for more daily.

Thank you~

[ChrisMacro @chris_macroi]

Alphabet $GOOGL just disclosed 4 NEW POSITIONS in its Q3 13F

Here are the 4:

1. Qualcomm | $QCOM ~$548M worth

[ChrisMacro @chris_macroi]

4. Obsidian Therapeutics | $OBX ~$16.8M worth

[ChrisMacro @chris_macroi]

For reference, here are some of my favorite calls from just the past year:
- $NFLX at $180 → flew +300%
- $DELL at $230 → flew 150%
- $MU at $500 → flew +150%
- $SNDK at $1,000 → flew +135%
- $ZETA at $15 → flew +120%

Many will regret not following sooner.

[ChrisMacro @chris_macroi]

$CRWV numbers are actually INSANE

The stock opened sharply higher today, reflecting the market’s positive reaction to the third-quarter earnings report.

Yesterday’s Earnings Recap:
• Revenue: +168% YoY.
• Backlog: $133B.
• 2028 capacity: 100% sold out so far.
• $9B in customer prepayments expected over the next 3 months.
• GPU rental prices: +30%-50% QoQ.

Demand remains incredibly strong, and the long-term investment thesis is still intact.

[ChrisMacro @chris_macroi]

🚨JUST IN

$NBIS could be worth an absurd amount by 2030 if it gets anywhere close to these estimates.

$1.25B ARR by the end of 2025.

Two analyst models average $56.5B by 2030.

That’s not a small gap. That’s a completely different company.

A lot still has to go right on execution, capacity, and customer ramp, but the upside if they deliver is hard to ignore.

Most of the market is still pricing in a much slower path.

[ChrisMacro @chris_macroi]

Hey @grok In the next 5 years, which 10 will be the real “wealth printing machines”? Pick from these 30 and give your core reasoning.