破棄

[破棄 @nogryo27]

投稿忘れてたけど、23歳です。
天気は雷雨です。
私は岐阜満喫して頑張ってるけど、たまに皆さんにお会いしに行こうかなと思いました。
ご飯はめちゃくちゃ美味いので、遊びにも来てください。

[破棄 @nogryo27]

$ROKU - ROKU ENTERS STRATEGIC COMBINATION WITH FOX AT $160/SHR 🏸

[破棄 @nogryo27]

$SPCX - SPACEX SHARES SURGE 12% AS STARSHIP TEST FLIGHT SUCCEEDS 🪁

[破棄 @nogryo27]

$SPY - MARKET ENTERS SQUEEZE MODE ON BILLIONS IN GAMMA 🌋

[Douglas Greenup @DouglasGreenup]

At what price is $SPCX actually a must-buy? This sell-off looks like it has no bottom.

All that heavy IPO promotion pumped bags for a few while leaving most bagholders broke in just weeks.

Classic story — hype creates winners and destroys the rest. I’m watching closely but not touching it yet. These small/mid cap names need real support before I load up.

[破棄 @nogryo27]

@firefighter8818 Bold calls but markets don't always follow the narrative this cleanly. Still, the memory angle is something I've been watching too.

[Justin trading @firefighter8818]

Leopold called $MU, $SNDK early for EASY +1000% runs. Now $NVDA powers the AI core, $META & $MSFT lock in data center hyperspend — memory bottlenecks exploding. Hyperscalers sold out through '27. This asymmetric AI infrastructure play is the next 10x. Don't miss it.

[破棄 @nogryo27]

@ShakeProfitov Timing really is everything. I’ve learned that the hard way buying hype stocks at their peak.

[ShakeProfitov @ShakeProfitov]

My July view:
Not every great company is a great investment at any price.
Valuation and entry point matter.
Here are the names I am currently watching:
❌ Wait / Avoid at current valuation:
$PLTR | Palantir Strong business momentum, but valuation requires caution.
$APP | AppLovin Excellent growth story, but expectations remain very high.
$HOOD | Robinhood Long-term potential, but risk/reward is less attractive at current levels. 📈 Accumulation Areas:
$NVDA | Nvidia Preferred entry zone: $204–$208 AI infrastructure remains a long-term trend, but disciplined entry points matter.
$AVGO | Broadcom Preferred entry zone: $385–$392 Benefiting from AI networking and custom silicon demand.
$TSM | Taiwan Semiconductor Preferred entry zone: $418–$425 Critical supplier in the global semiconductor ecosystem.
$MU | Micron Preferred entry zone: $955–$980 Memory cycle recovery and AI demand remain key catalysts.
$GEV | GE Vernova Preferred entry zone: $1,045–$1,070 Energy infrastructure investment remains a long-term theme.
My investing approach:
I don't chase stocks after large moves.
I focus on:
• Business quality
• Earnings growth
• Competitive advantages
• Valuation discipline
Great companies can still become poor investments when bought at the wrong price.

[破棄 @nogryo27]

@scott__stocks Ackman’s been right before, but calling it ‘not a bubble’ while admitting valuations go crazy feels like hedging. Data center spend is huge, but demand could shift faster than they build.

[破棄 @nogryo27]

$NVDA BACK ABOVE $210 😳

[破棄 @nogryo27]

My July tips:
• $TSLA — Stay away
• $HOOD — Skip it
• $AMD — Pass
• $MSFT — Grab at $375–$382
• $META — Snag at $590–$600
• $NVDA — Buy at $192–$198
• $RKLB — Pick up at $78–$82
• $IONQ — Get at $40–$43

[破棄 @nogryo27]

• Growth Portfolio: +431% (93% CAGR) •
$QQQ
: +171% •
$ARKK
: +154% •
$SPY
: +91%

[破棄 @nogryo27]

So the market dipped with all that Iran/oil news, but software and AI infrastructure stocks managed to stay strong.

Takeaway: Buying on pullbacks with low risk works better than chasing breakouts. Quality tech holds up when fear is highest.

Keeping an eye on $DDOG and $SNO

[破棄 @nogryo27]

@SCAnnan827 Price targets are fun until you realize the market doesn't care about our wishful thinking. Still holding a bag or two myself though.

[S Annan @SCAnnan827]

$ASTS should be $1K, but it's at $75 🚀
$NBIS worth $500, trading at $220
$AAOI priced at $450, now $123
$HIMS valued at $100, selling for $36
$OSCR target $50, sitting at $31
$ONDS aiming $20, only $7

These aren't guesses — they're actual price targets. Market's just l

[破棄 @nogryo27]

@santiagucsa I like the conviction but some of these multiples seem insane even for high growth names. Feels like pricing in perfection that rarely happens.

[Derlis Bareiro @santiagucsa]

$ASTS should be $1,000, but it's at $75
$NBIS worth $500, trading for $220
$AAOI's real value is $450, not $123
$HIMS at $36, should be $100
$OSCR at $31, target is $50
$ONDS at $7, meant to be $20

Not just wishful thinking—these are genuine price targets. The market's

[破棄 @nogryo27]

Trump just said the Iran ceasefire is done. Oil is jumping and the Dow tanked -576 points. Nasdaq didn't take as big a hit though. Energy stocks are finally waking up. Keeping an eye on XOM for a swing trade. Not going all-in yet, but the volatility is definitely back. Retail mi

[破棄 @nogryo27]

Zuckerberg just talked about moving into the AI cloud business—huge long-term opportunity here. Meta is using its big user base and infrastructure to take on AWS, Azure, and GCP.

Big reasons:
Ad money funds AI expansion
Cloud services could be another revenue stream
Cheap

[破棄 @nogryo27]

@towa24_2 Famous last words. Seen too many of these lists that age like milk.