Marzo

Swing trading and investment ideas

Engineering stuff for fun

[Marzo @MarzoIndustries]

Yo creo que se debe diferenciar entre el que la compra porque “es meta y siempre que ha caído ha sido oportunidad”, y el que entendió que la multa no podía llegar a nada, que entre todos hyperscalers es el que más fácil puede monetizar la IA, etc…

Más que nada porque uno va a acertar de forma recurrente y otro anda con nike en cartera seguramente.

Que yo no publico tesis ni vendo nada pero si que me parece distinto sacarle pecho de una forma que de la otra pese a tener el mismo retorno.

[Marzo @MarzoIndustries]

Why buy $META at 530$ and $RKLB at 60$ last week when you can buy them at 750$ and 72$ after a pump?

Doesn’ t make sense how people give her their money.

[Shay Boloor @StockSavvyShay]

Cathie Wood bought ~$26M of $RKLB today

[Marzo @MarzoIndustries]

They did not learn from jaguar or what

[Andreas Storm @avstorm]

McLaren got a rebrand

[Marzo @MarzoIndustries]

Keep the deals flowing! $EOSE

Huge news back to back last few weeks.

Now the only thing left is the profitability once L1 gets installed and L2 is fully ramped up.

If they achieve their own expectations (sometimes shaky) in Q1 and Q2 2027, there will be no reason for it not to trade at an 8B market cap.

[Spearfishing Capital @SpearfishingCap]

🇺🇸🔋🇺🇸

[Marzo @MarzoIndustries]

@MasalladelPER Ya lo dijiste tú que después de resultados subía un 20% 😂. Ha habido que esperar un mes pero ha acabado siendo cierto.

[Marzo @MarzoIndustries]

How $META shareholders feel today after trusting Mark and Wang for all those months.
https://t.co/gOxh4MYhg7

[The Assembly @InTheAssembly]

$META just announced it's building its own internet under the Atlantic.

The Petal cable carries 1 petabit a second, twice the capacity of the most advanced subsea cables today.

Stock up 7.4%

[Marzo @MarzoIndustries]

Looks like a simpsons episode
https://t.co/2opG6x9kcl

[Department of War 🇺🇸 @DeptofWar]

Last Thursday, we welcomed Logan and Jake Paul to the Pentagon to meet with our warriors.

[Marzo @MarzoIndustries]

Seems like the semiconductors trade goes on.

Even tho I´m not directly invested on it, I could see scenarios where it keeps giving nice returns.

If I had to choose I would go with photonics, $AAOI looks like the best risk-reward imo.

Why?

Because their vertical integration gives them exposure to various bottlenecked layers. Even if some of them are solved, chances are some won´t.

This gives AAOI the opportunity to fix prices well past 2028.

I don´t invest on it because I have more clarity and knowledge on other sectors/companies, but I can recognise it looks promising.

https://t.co/dfYmXTkLIt

[Serenity @aleabitoreddit]

I'm not having a fun day since I got sick today. But the bottlenecks are having a good time:

$AMD +9.13% | $INTC +14.16% | $ARM +14.33%

CPUs go brrr

$SIVE +10.32% | $AAOI +3.39% | AMS OSRAM +24.61%

Lasers go brrr

$EWY +4.08% | $DRAM +2.83% | $MU +2.23%

Memory go brrr

$NBIS +4.7% | $CRWV +5.03% | $IREN +1.73%

Compute go brrr

Probably most material developments were CPU:GPU ratio expectations + CPU demand (from new AI releases).

As well as optical developments from ECOC 2026 (as seen with $MRVL PR + others)

Still a lot to catch up on.

[Marzo @MarzoIndustries]

@GutierrezCap_ Entiendo, pero aunque sean problemas “resueltos” siguen siendo estructurales no? La gente va a tener que seguir gastando en esas cosas. O piensas que van a ser cada vez más abundantes y sus costes se desplomarán con el tiempo?

[Marzo @MarzoIndustries]

@TVercetti1987 I already have a big position. I was talking about buying even more until it reaches 100$ with money from other investments that have already played out. Not selling, I believe growth will accelerate even more during the next few years.

[Marzo @MarzoIndustries]

$TMDX with strong flight data.

At this rate Q3 revenue will come at 40% YoY growth.

I do not think the stock is pricing it in currently, so for those who missed the 60s and 70s it may still be an opportunity .

Unless it goes higher than 100 I will be rotating profits from other stocks into it before the next earnings release.

[Marzo @MarzoIndustries]

@math_markets A ver el chaval te puede caer mejor o peor, pero lo del 7% hasta donde yo se es un fallo de etoro ya que empezó a finales de 2025 y le anualiza lo que perdió en esos meses.

[Marzo @MarzoIndustries]

@hello084408 @evrythngformu1a 0/10 ragebait

[Marzo @MarzoIndustries]

@hello084408 @evrythngformu1a Right, so he is meant to be making podiums with this aston? Are you dumb?
Im assuming you are a DTS fan.

[Marzo @MarzoIndustries]

@ZoK3R Take respetable

[Marzo @MarzoIndustries]

@hello084408 @evrythngformu1a Maybe because even if he cant win he still is top 5 drivers on the grid? Way better than Lando too.

[Marzo @MarzoIndustries]

@Beezball2000 @evrythngformu1a If he actually competed in Indycar even just for a season, he could became the first driver ever to achieve two triple crown titles on the next few years.

[Marzo @MarzoIndustries]

@ssd082223 @fourthlando Have you watched any motorsport race in your life?

[Marzo @MarzoIndustries]

@NikitaIlsaFaust Stroll would definitely 24-0 her