majorleagueinvesting

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Trade w/ technical analysis 📈
Conviction with fundamentals 📊
Lottos with hunches 😆

Not financial advice.

[majorleagueinvesting @mlinetwork]

Go $TEAM

[majorleagueinvesting @mlinetwork]

$NBIS $190 target achieved. Revising base case up to $250 prior to end of 2026. Bull case is $350.

[majorleagueinvesting @mlinetwork]

I still think $190 before end of '26. $NBIS

[majorleagueinvesting @mlinetwork]

$NBIS First close above 52-week high avwap since November. Bullish. PT $190 before the end of 2026.

[majorleagueinvesting @mlinetwork]

@matt_slotnick @championswimmer My dudes, don't forget Avride 👀

[majorleagueinvesting @mlinetwork]

Long way to go. $NBIS

[majorleagueinvesting @mlinetwork]

$NBIS I like this stock. Significant cash position. Variety of ways it makes money with a spin-out or two in the future. Core AI business in heavy demand. Significant triple-digit rev growth. It's in my long-term account.

[majorleagueinvesting @mlinetwork]

@Clement_Ang17 @perplexity_ai I have not tried Perplexity computer yet, but very intrigued. I built something similar using anti-gravity/Gemini and my monthly AI spend last month was $1.85. If looking to save expense, it might be a better option. It's not perfect, but getting better each day.

[majorleagueinvesting @mlinetwork]

$NBIS Looks very promising

[majorleagueinvesting @mlinetwork]

The plan for tomorrow $ANAB $ALMS $CGON $TMDX $GRAL

[majorleagueinvesting @mlinetwork]

A nice entry opportunity for those looking to get into $NBIS with a stop below the 52 wk high avwap.

[majorleagueinvesting @mlinetwork]

$NBIS First close above 52-week high avwap since November. Bullish. PT $190 before the end of 2026.

[majorleagueinvesting @mlinetwork]

$CCCX Looking to go further

[majorleagueinvesting @mlinetwork]

The market doesn't know what it wants. $SPY

[majorleagueinvesting @mlinetwork]

Still in. A nice tap of the AVWAP off the Microsoft news. Bottom? We'll see. $190 PT $NBIS

[majorleagueinvesting @mlinetwork]

@Qullamaggie @timothysykes Legend! 😆

[majorleagueinvesting @mlinetwork]

The author (Lisa's) recommendations: Consider adding real assets like gold, real estate investment trusts (REITs) and energy infrastructure if your portfolio passively tracks the benchmark U.S. equity index. Also consider active stock selection in U.S. large-cap quality equities.

I feel sorry for her clients who buy into this.

Each of her points is easily refuted:
1) Shrinking cash flow growth- They are investing for goodness sakes. Would you rather them do stock buy backs and dividends while falling behind competitors? Their investors fully expect them to participate in the AI future. Choosing not to is a path to obscurity and negative growth--so pick your poison.

2) The engines funding the hyperscalers are slowing (ie, search ads, etc)- Once again, the market opportunity is enormous. We're talking about a complete overhaul of nearly every aspect of our society via the insertion of artificial intelligence fed by compute. I'm less worried about this and more worried about our limited power supply slowing growth.

3) "Speculative Dealmaking" - This is like referring to water as "wet" in a pejorative sense. Of course, it's speculative. We're talking about the future. Yes, the deal making is on another level, but it's more an indication of the market opportunity.

It's likely there will be a correction at some point, and this woman may use the opportunity to spike the football. However, long-term she is dead wrong.

[majorleagueinvesting @mlinetwork]

@jscherniack Sounds cheesy, but while in college some friends brought over a vhs tape of a home video. They said it was real footage. It was the Blair Witch Project. Not my favorite, but the most memorable.

[majorleagueinvesting @mlinetwork]

$NBIS The hits keep coming.

[majorleagueinvesting @mlinetwork]

$NBIS I like this stock. Significant cash position. Variety of ways it makes money with a spin-out or two in the future. Core AI business in heavy demand. Significant triple-digit rev growth. It's in my long-term account.

[majorleagueinvesting @mlinetwork]

$IONS Breakout off the flag. Low key.

[majorleagueinvesting @mlinetwork]

$JOBY looking good!

[majorleagueinvesting @mlinetwork]

$NBIS Since we're on a roll with our predictions, I think they wrap up the offering and PR tomorrow or Fri given the volume we're seeing.

[majorleagueinvesting @mlinetwork]

$NBIS called the capital raise 2 days ago. An obvious choice. It takes money to make money, and they've proven to be great stewards of capital. The market should absorb this and will be forgotten when they announce more deals.