Cynthia Mayer

US Equities | Fundamental & Market Research
Tracking earnings, valuation, catalysts & sentiment.

[Cynthia Mayer @hatezHeat]

🔥 My Stock Watchlist
◉ Sky Gold
◉ Kross
◉ Ratnaveer
◉ Spectrum
◉ GNG Electronics
◉ Gandhar
◉ SSWL
◉ Bhageria
◉ Laurus Labs
◉ Knowledge Marine

If you find this content valuable or interesting, feel free to like and follow.

NFA
#Stocks

[Cynthia Mayer @hatezHeat]

Which of these will continue to lead the market over the next 10 years, and which new player will join the list?

📌 Bookmark this post for reference & follow for more market insights!

[Cynthia Mayer @hatezHeat]

Last month, the entire AI complex was sold off into bear-mkt territory
CoreWeave:−68%
Nebius:−48%
Astera Labs:−66%
Bubbles burst when demand falls short and supply outpaces it
AI is facing the opposite: strong demand＆severe supply constraints
So this is an opportunity,right？

[Cynthia Mayer @hatezHeat]

15 stocks hit 52-week lows today📉#Stocks
📷 Maruti
📷 NSE
📷 TMPV
📷 SB Fund
📷 NSDL
📷 DMART
📷 Mudra
📷 HDFIRE
📷 Ather
📷 Swiggy
📷 Front Camera
📷INTERARCH
📷ARCIL
📷BBTC
📷EPACK
This didn’t come out of nowhere.
Like and follow for more details and the latest updates.

NFA

[Cynthia Mayer @hatezHeat]

Elon just gave his clearest signal yet: “The value of compute per watt will increase over time, not decrease.”
If I had $100,000 to invest in AI stocks today, these are the 4 I’d own:
1. $ALAB
2. $TSLA
3. $NVDA
4. $AMD

NFA
#STOCKS

[Cynthia Mayer @hatezHeat]

If you have any questions about stock investing, you can follow me, and I’ll provide answers.

[Cynthia Mayer @hatezHeat]

Two stocks are soaring. One is still being tested.
$ZETA: +75% YTD
$OSCR: +125% YTD
$HIMS: −11% YTD
That’s where patience and conviction matter most.
I’m still green on $HIMS—and I don’t think the story is over.
The Big Three may soon have company.
The Big Four is coming.

NFA

[Cynthia Mayer @hatezHeat]

$NVDA IS COMING FOR THE CELL TOWERS NOW?! 🤯

$TMUS and $NOK just completed a world-first AI-RAN call on a live network. Imagine cell towers becoming mini AI hubs running inference closer to users.

NVIDIA’s market could get WAY bigger than data centers. 🚀

[Cynthia Mayer @hatezHeat]

If you are looking for stocks with gains of over 60%，seed me 8,ll DM it to you for free!

[Cynthia Mayer @hatezHeat]

My 2027 call: memory over GPUs.
My Stock Buy List:
$MU
$SNDK
$SKHY
$WDC

NFA
#scort

[Cynthia Mayer @hatezHeat]

$IREN -7% $CIFR -7% $WYFI -6% $CRWV -5% $NBIS -5% 😭💀

THE NEOCLOUD SECTOR CANNOT CATCH A BREAK!!

One Korean IPO tanks 30% and suddenly the whole AI infrastructure trade is getting SMOKED?!

If you're holding these names, this selloff HURTS.

WHO'S STILL BUYING THIS DIP?!🚨

[Cynthia Mayer @hatezHeat]

$SNDK +7% $SKHY +6% $WDC +6% $MU +5% $STX +4% 🚀😭

FINALLY, CAN WE GET A MEMORY & STORAGE COMEBACK?!

After watching this sector get absolutely SMOKED, I need these green candles to KEEP COMING.

I’m not ready for another rug pull.

LET THE COMEBACK TOUR BEGIN!! 🔥

[Cynthia Mayer @hatezHeat]

Goldman just upgraded $CRWV to Buy?! 👀🔥

we freaking out about CoreWeave's debt, but what if the market is underestimating how much money its AI infrastructure can generate?

It already raised prices 25% in July.
If returns outpace financing costs, bears could be in trouble

[Cynthia Mayer @hatezHeat]

BRO, THIS IS BRUTAL. 😭

Just dumped $9.1B into AI and chip stocks, and then got absolutely SMOKED.

$1.9T wiped out in a week?! Imagine buying the dip just to watch it get obliterated days later.

This mkt is SAVAGE.

Who else is feeling this pain?

[Cynthia Mayer @hatezHeat]

@aciadlove Yeah, the car is cool, but the valuation is the real story here. $TSLA is trading on what it could become, not just what it is today.

[Cynthia Mayer @hatezHeat]

I love what $NVDA has built, but I'm not sure it has the same 5x upside from here.

That's why I'm watching names like $NBIS after this selloff. A 22% drop gets my attention—but I need the growth to justify the risk.

[Cynthia Mayer @hatezHeat]

What stands out to me isn't just the drop in Korea's KOSPI
It's how quickly the selling accelerated

A move this sharp makes me wonder whether repricing risk all at once or whether forced selling is amplifying the move
I'd want to see buyers step back in before calling this a dip

[Cynthia Mayer @hatezHeat]

Hot CPI.

Yields spiking.

The market is holding its breath.

🚨$SPY $QQQ$NVDAInflation just punched expectations in the mouth.

Are you panic-selling the top, or weaponizing this dip to load up on tech royalty?

Choose wisely.

The Fed is watching. 📉🔥

[Cynthia Mayer @hatezHeat]

$MS just delivered a strong quarter.

But the biggest story isn't just EPS.

It's the money flowing in.

$232B in net new assets.
$10.5T total client assets.

While everyone is watching AI stocks…

Wall Street's wealth machine keeps growing.

Is financials the next rotation?

[Cynthia Mayer @hatezHeat]

$HIMS is not just a fallen stock.

The real question is the business.

Subscriber growth.
Healthcare platform.
Margin recovery.

Is Hims becoming a profitable healthcare platform…

or was growth already priced in?