​𝔻𝕍𝔹 𝕡𝕣𝕧 ✪

$$8M NW | fatFIRE | Peter Lynch 2.0. Long term investor 90%, trade 10%, chasing deep value baggers. Building agentic equity research platform. e/acc

[​𝔻𝕍𝔹 𝕡𝕣𝕧 ✪ @DeepValueBaggee]

Changed my mind on $HOOD. I'm not leaving my 5000 shares. I'm going to stay.
$67B marketcap
$4B cash
$4.4B revenue (annually)
92% gross margin
52% net profit margin
multiple businesses growing.

[Shay Boloor @StockSavvyShay]

$MRVL IS SET TO JOIN THE S&P 500

[DVB @DeepValueBagger]

Zuck, go ahead buy more $INTC CPU, $MU memory and $AVGO TPUs products for your datacenter buildout. We know you like $NBIS, we got more capacity for you. We thank you.

[DVB @DeepValueBagger]

What a time to be alive...

[DVB @DeepValueBagger]

I will be measuring my loss and gain in yacht ($600k)

I'm down by 1 yacht today. Recovering..

[DVB @DeepValueBagger]

I got a lot hate for calling out Bitcoin 10 days ago.

Bitcoin $61,913
Ethereum $1,655.
$ZEC implosion.
Hype (Perpetual futures) is up because the only way to make money is to short crypto.

[DVB @DeepValueBagger]

I found a contrarian

[DVB @DeepValueBagger]

Remember $zec was the darling crypto that outperformed other crypto?

Claude Opus exposed a backdoor to minting fake tokens.

Entire currency trust is debased, no one ever trust again. Scammer will sell it to zero.

[DVB @DeepValueBagger]

Vera Rubin requires 4x memory. All 3 gets qualified!

[Nate Endicott @EndicottInvests]

Public account holdings as of today:

$NBIS & $ZETA continuing to fight for #1

$HOOD getting closer to where I want it around 10%

[Shay Boloor @StockSavvyShay]

SEMICONDUCTOR STOCKS BY PEG RATIO

PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone

Here’s how they stack up:
• $ALAB ~2.9x
• $ARM ~2.4x
• $INTC ~2.2x
• $LRCX ~2.2x
• $KLAC ~2.0x
• $AMAT ~1.7x
• $ASML ~1.7x
• $ANET ~1.7x
• $TSM ~1.2x
• $LITE ~1.1x
• $COHR ~1.0x
• $CRDO ~0.9x
• $NVDA ~0.8x
• $AMD ~0.7x
• $AAOI ~0.7x
• $MRVL ~0.6x
• $ON ~0.6x
• $AVGO ~0.6x
• $SNDK ~0.4x
• $MU ~0.4x

[Raging Buffalo @RagingBuffaloX]

👀

[DVB @DeepValueBagger]

$NBIS coming out strong.

$IREN $CRWV

[DVB @DeepValueBagger]

Robinhood launched SpaceX IPO today. I will be buying zero shares.

Q3 last year, SpaceX had a few consecutive Starship launch disasters. I saw the SpaceX private shares dropped significantly. As a contrarian, I thought, this is a good time to buy them up. A few months later, the market went crazy on Space AI Datacenter, and the IPO was announced.

Many asking me what I think about the IPO. It's really a 50/50, not really good odds to bet a lot. I probably can't sell my shares for at least a few months either. I think what is interesting though -- what 2T of liquidity & largest IPO will mean for other sectors.

I'm happy to hold it until we go to moon or mars (literally).

[DVB @DeepValueBagger]

$avgo Weaker than expected earnings ( whose expectations?? They never seem to cite)

Earning was good, guidance intact at high velocity.

Bought shares today.

[DVB @DeepValueBagger]

I have been looking (new) catamaran sail yachts lately. Next time I'll make sure you guys know. It's always a tell for toppy market.😆

[Hardik Shah @AIStockSavvy]

$AVGO | 𝐁𝐍𝐏 𝐏𝐚𝐫𝐢𝐛𝐚𝐬 𝐄𝐱𝐚𝐧𝐞 maintains 𝐎𝐮𝐭𝐩𝐞𝐫𝐟𝐨𝐫𝐦 on 𝐁𝐫𝐨𝐚𝐝𝐜𝐨𝐦, 𝐫𝐚𝐢𝐬𝐞𝐬 𝐏𝐓 𝐭𝐨 $𝟔𝟒𝟎, 'Primed for Growth'

Analyst sees the market's negative reaction to near-term AI sales as shortsighted, citing accelerating AI orders supporting visibility through '28.

[DVB @DeepValueBagger]

Great take from @PSInvestor on $AVGO.

I thought the whole narrative is intact. It's hard to beat beat a 81% revenue growth rate for a 2T company really. It will keep growing, just a matter of time.

[Shay Boloor @StockSavvyShay]

$AVGO CEO said its 2027 plan to ship 10GW of AI compute capacity is “still very much intact” with “a lot more gigawatts” expected in 2028.

AI compute demand is accelerating faster than expected while dollars per gigawatt remain relatively stable.

[DVB @DeepValueBagger]

I'm a big fan of Ron Baron. He's the few great fund investor that still operate. I own one of their $tsla spacex fund. He's a concentrated style investor. And now he is initiating position on $nbis

[DVB @DeepValueBagger]

Any all in account on $sndk out there? We want to pay tribute to you.