Dominick

[Dominick @dombruno]

AI, Robotics, Human Longevity. Any other themes that matter over the next 10-15 years?

[Dominick @dombruno]

@stocktalkweekly @amitisinvesting @DipWheeler IMO btc/eth need to accelerate their post quantum cryptography timelines. If they do they rip, if not they are going lower.

[Dominick @dombruno]

Nice earnings from $amsc, EPS guidance a little weak, but revenue guidance and backlog looks great. From the earnings report: "surging data center demand", I think the market is overlooking this data center play

[Dominick @dombruno]

@BG2Pod Yes please

[Dominick @dombruno]

$mu 🥹

[Dominick @dombruno]

Long $mu since $90, no plan to sell this year!

[Dominick @dombruno]

@stocktalkweekly Awesome work, keep grinding, you're on track to be one of the GOATs

[Dominick @dombruno]

@stocktalkweekly One of the few services worth paying for

[Dominick @dombruno]

I recently reviewed my last 10 years and the majority of money I've made on any individual stock/investment was made in a 12-24 month period.

eth -> 2017-2018
$net -> 2019-2021
$tsla -> 2019-2021
$crox -> 2020-2021
$sqqq -> 2022
$smci -> 2023-2024
$celh -> 2023-2024
btc -> 2023-2025
$soxl -> 2025-2026
$mu 2025-> ?

Still holding tsla, mu, btc, but interesting to see that sometimes buying and holding forever may not be the best strategy. I think forever long $qqqm and holding 3-6 individual names for 12-24 months can work extremely well. My annualized return is over 40% since 2019, no options. (includes taxes).

[Dominick @dombruno]

Long $mu since $90, no plan to sell this year!

[Dominick @dombruno]

@Cellgoliath That risk is addressed in their S-1 but only because TSMC may prioritize other companies, clearly it's something management is addressing. The fact that TSMC is hitting production capacity limits is a huge risk for all chip companies that the market is kind of ignoring right now

[Dominick @dombruno]

Let's just say I'm very excited for the Cerebras $CBRS ipo. Average of $25/share, first time I invested was 2023 at $11/share. Amazing company!

[Dominick @dombruno]

@Cellgoliath No target but I would imagine they target $160-$180 for IPO [hiive has them at $160] and hit market at $180-$220. From there who knows but if chips continue to be strong and they sign some more deals I think $300-$400 is possible this year.

[Dominick @dombruno]

@rishabhg21 @citrini $25b in backlog, mostly from OpenAI yes, but look at all other AI hardware right now. Not to mention their API which is great for using open source models.

[Dominick @dombruno]

@Jason @amazon @Microsoft @openclaw A great way to be hired and then fired 2 days later ^_^

[Dominick @dombruno]

@FIREDUpWealth Lord of the Rims 🚗
Master Bait & Tackle 🐟

[Dominick @dombruno]

@Citrini7 Or you short $LPLA near $400 and cover thinking it'll retest $400 but then the market realizes that $LPLA should not exist in an AI world 2 hours later

[Dominick @dombruno]

@VoltPortfolio @Citrini7 More chips === better AI......................................................

[Dominick @dombruno]

@DeItaone OpenAI already signed a deal with Cerebras because of this. Nvidia bought Groq because of this...

[Dominick @dombruno]

@LQDA_Bull1 @Citrini7 There's a difference between playing catchup (intel) and not even meeting 1/2 demand (micron)

[Dominick @dombruno]

Daily sudoku https://t.co/Ca4QLztSUx