Michael Johnson

40 | Engineering leader | NYC | Not financial advice

[Michael Johnson @johnw_91]

Holy trinity complete

[Michael Johnson @johnw_91]

@HBLW10 playing it safe waiting for the dip makes sense in this climate what levels are you watching for the entry

[Michael Johnson @johnw_91]

Energy matters more than motivation.

[Michael Johnson @johnw_91]

@baguiseong85562 Agreed. Thanks for the positive discussion

[Michael Johnson @johnw_91]

@kingsofjdm evo

[Michael Johnson @johnw_91]

@KesavanBhargav Thx man, glad u followed me. Just DM’d u, check ur inbox

[Michael Johnson @johnw_91]

@KesavanBhargav No problem. The sector is pretty volatile right now, so keep an eye on market sentiment before pulling the trigger. Good luck.

[Michael Johnson @johnw_91]

@JuanSVeloza1 Smart play, collecting that premium while holding the spot.

[Michael Johnson @johnw_91]

@KesavanBhargav It’s a different game. CRWV is a pure-play cloud but is facing heavy scrutiny over the Meta news today. High risk, high reward, but much more volatile than NBIS right now.

[Michael Johnson @johnw_91]

@ellenw2000 Great minds think alike, let's ride the recovery

[Michael Johnson @johnw_91]

@kunwar_birendar Not emotional at all, the AWS pricing data and backlog stats back the thesis 100%

[Michael Johnson @johnw_91]

@StingerusXL Fair point, we all have those bonehead trades.

[Michael Johnson @johnw_91]

@alejan119_ Gotta level up the platform for the serious plays

[Michael Johnson @johnw_91]

@kingsofjdm one

[Michael Johnson @johnw_91]

Facts don't always match the headlines.

[Michael Johnson @johnw_91]

@baguiseong85562 Fair point. $50B is a massive hurdle that needs time. Love the patience and long-term perspective. Followed you back stay in touch.

[Michael Johnson @johnw_91]

@alanvcurran momentum is a crazy thing once it flips what do you think sparks that initial break past five hundred

[Michael Johnson @johnw_91]

@baguiseong85562 fifty billion in free cash flow is a massive target what part of the business gets us there

[Michael Johnson @johnw_91]

@jan_deichsel that is pretty brutal do you think the whole growth story is basically done for

[Michael Johnson @johnw_91]

@Snipe9_ lol I am totally buzzing but what is the exact trigger that finally sends it parabolic

[Michael Johnson @johnw_91]

@F_Nela1 six years is a brutal wait time so twenty five hundred makes total sense what keeps you holding through all that sideways action