California Mitch

Finance 💰 Fitness 💪. Reformed equity trader/stock analyst.

[California Mitch @mitchellfoxtec]

@ChamberofFit I remember when I posted my own before/after photos on here for the first time and people were saying that **I** was on steroids. It was a first for me and I was almost flattered. It indicated that I must have been doing something right. 🤷

[California Mitch @mitchellfoxtec]

@jamie_selects If you know how to manage your money, there is no reason to use a 401k. I don’t want your crappy/high-fee funds while losing 1% to the house every year. Just give me my $$ now.

[California Mitch @mitchellfoxtec]

@Mr_Derivatives It’s just so long overdue.

[California Mitch @mitchellfoxtec]

@ZaStocks What about if you relentlessly post the scene from “The Big Short” where they are calling everything a bubble? Does that make you smart?

[California Mitch @mitchellfoxtec]

It’s funny because here in Orange County, the home market just never seems to slump at all. There is rarely any inventory, and it moves quickly when it opens up. That’s all I know.

[Eric Spracklen 🇺🇸 @EricSpracklen]

Sellers are delusional and I’m tired of people pretending they aren’t.

Home prices need to drop 30% or more most markets or this number is going to keep growing.

[California Mitch @mitchellfoxtec]

@LongGameEquity I keep pounding the table on $VST. Nobody seems ready to listen yet, but it IS coming.

[California Mitch @mitchellfoxtec]

@seer_xyz It might run up like crazy, but their business is not nearly as good. Not even close.

[California Mitch @mitchellfoxtec]

@litcapital You really think friggin’ Berkshire is signing up to be the bagholder? That’s quite a thought.

[Jason Luongo @JasonL_Capital]

NVIDIA is telling you exactly where to invest with its new 800V DC power architecture.

The old 48V system can't keep up. 800V reduces copper usage by 45%, cuts the power chain from 5 conversion stages to 2, and cuts power delivery losses in half.

These 7 companies are building the power layer underneath it all.

1. $ON - onsemi

SiC and GaN chips for high-voltage power conversion across AI and EVs. AI data center revenue nearly doubled YoY and is expected to double again in 2026. The key number: their content per AI rack scales from $15,000 today to $115,000 in next-gen 800V architectures. A 7.7x increase per rack deployed.

[California Mitch @mitchellfoxtec]

@amitisinvesting Be careful out there, folks.

[California Mitch @mitchellfoxtec]

@BarnieTaintpipe Agreed. Everything is a smash hit. Every call option pays off 1200%. It’s not going to stay this easy. Especially with mid terms looming.

[California Mitch @mitchellfoxtec]

@antibearthesis @matty_b Because not everyone hates their job? 🤔

[California Mitch @mitchellfoxtec]

@TheDrugMoney Sorry, brother! I’m not falling for HIMS again. I’m just not. They broke my heart. Good luck to you, though.

[California Mitch @mitchellfoxtec]

@bmc7montana @RentYourStocks The crazy thing is that 50% of the population doesn’t even own and stocks.

[California Mitch @mitchellfoxtec]

$MU $1000 overnight. 🤩

[California Mitch @mitchellfoxtec]

@LongGameEquity NVDA close to its bottom, IMO. Hard to keep them down at these multiples.

[California Mitch @mitchellfoxtec]

@Ihavebraib @ThierryBorgeat There is no point. Sell your S&P 500 funds if you want.

[California Mitch @mitchellfoxtec]

@michaelsikand Holy shit, man. This video has aged amazingly well. 🤩

[California Mitch @mitchellfoxtec]

@LongGameEquity Their time is definitely coming. It feels that way for $AMZN, too. Probably $META & $MSFT, as well. But $NVDA first. They’ve gotten a little lost in the CPU(ARM/INTC) trade recently, but that will change. Good time to buy some calls IMO.