Javad 🪶

Interested in many unrelated things like
AI, investment, engineering, philosophy, history ...

[Javad 🪶 @j2vad]

$ORCL — Interesting contrarian bet. Oracle's GPU lease/depreciation mismatch is a real Wall Street blind spot. Cloud + AI infra demand validates direction. It could be accumulation opportunity if thesis is solid.

[Javad 🪶 @j2vad]

Thanks for great chance $NBIS 🚀

[Javad 🪶 @j2vad]

@AVGirl4Life Best part of the inverview 😬

[Javad 🪶 @j2vad]

The AI bottleneck no one's watching: Tungsten.
China controls 80% of global supply.
$ALM just lit up the largest Western tungsten mine (July 1).
$490M/year contracted. 9x fwd P/E.
-45% from peak = TSX sellers, not broken thesis.

GPU → Power → Mem→ Tungsten

#ALM #AI #Tungsten

[Javad 🪶 @j2vad]

US manufacturing under Trump (since Jan 2025):
• Jobs: ↓ ~75k (BLS)
• Output: ↑ ~3% (Fed)
• Factory construction: ↓ 16-26%
Modest output gains, jobs lower. No boom yet.
#Manufacturing #USEconomy #JobsReport #Trump

[Javad 🪶 @j2vad]

@sks161992 Ai crap

[Javad 🪶 @j2vad]

#MAG7 Capex would be likely higher in Q3 vs Q2:
#Hyperscalers keep raising full-year 2026 guidance
AI data center buildout is accelerating, not slowing
Alphabet just spent $45B in Q2 & hiked FY outlook
#Tesla capex ramping hard into H2
The #AI infrastructure sprint continues.🚀

[Javad 🪶 @j2vad]

@cevikfinance ben Cathie Wood almayi dayandirdiginda alacagim 😆

[Javad 🪶 @j2vad]

@StockSavvyShay I have only one think to say to him : dangerously-skip-permissions

[Javad 🪶 @j2vad]

$SPY
Call Wall :
$760 Resistance — Strike with highest call gamma

Put Wall :
$740 Support — Strike with highest put gamma

Gamma Flip :
$751 Regime Boundary — Current pivot for dealer positioning

Max Pain :
$752 Expiry pin target for July 20, 2026

[Javad 🪶 @j2vad]

@ClaudeDevs You like claude Hi
then watching limit exhausted 🤣

[Javad 🪶 @j2vad]

You will hardly ever see
$IREN
$CRWV
$ORCL
$NBIS on this levels.
Damn love these days!
It is bargain on these levels, if you are young and long term investor this is the best gift ever.

[Javad 🪶 @j2vad]

@Biig_Dre is there a way that we can cut out India from global internet 😅 ?

[Javad 🪶 @j2vad]

$BE Did you?

[Javad 🪶 @j2vad]

@cevikfinance google daha once yapmisdi

[Javad 🪶 @j2vad]

@JohnnyDeep408 @StockSavvyShay Show this post to your vacuum robot maybe it will be ashamed 😬

[Javad 🪶 @j2vad]

Noah Harari have famously argued exactly this: that human rights, democracy, fiat currency, and religion are all "intersubjective realities" or shared fictions.

[Javad 🪶 @j2vad]

QQQ calls $100M+ premium stacked 1-4 day expirations (vol/OI 314x). MU 980 CALL expires today—$2.4M, 191x vol/OI. MSTR 111 CALL (7/10)—$2.8M, Bitcoin recovery bet. Tech conviction strong.

[Javad 🪶 @j2vad]

@cevikfinance 🥹

[Javad 🪶 @j2vad]

@BoraOzkent Ben Elonun siyasete girdiyinde TESLAnin ne yasadigini hatirliyorum ama Elon birkac ay kaldi oyunde bu manyakin yapdimlari mukayese edilemez Elonla. Adamin hedefi gang of eight

[Javad 🪶 @j2vad]

@BoraOzkent Adam cok calisdi Washington ai regulation.lar getirsin diye cunku iyi biliyo devlet kendisi uzak tutuyor yarin bir problem ciksa Antrophic ve openai gibi sirketleri kurban kesicekler deye. O Olmadi simdi oyunun kurallarini deyisdi butun anti ai movement.lere para yagdiriyo