The other day I publicly launched https://t.co/duhG46skr0
A tool Iโve been using internally for the past year.
โ Tracks upcoming catalysts for 500+ stocks, updated daily
โ Full calendar showing catalysts for every day of the month
โ Daily morning emails with new catalysts scanned overnight
โจ+ Catalysts to watch for that day
โ Weekly emails covering the biggest catalysts for the week ahead
Iโm spending over $1k/mo on computer to keep these catalysts up to date
But you get
Full access is $11/month or $99/year
Go check it out! https://t.co/7XqHgUkhNJ
Ah there he is, my biggest hater
Yes i blew the liquid account Iโve been very transparent about that
The best part is that blowing that account actually saved me money in my main portfolio because i was using that portfolio to get crazy high leverage to high beta stuff with lower capital instead of doing it in my main account
Itโll be back donโt worry
Something tells me $NBIS is going to absolutely rip ahead of its earnings on Thursday
Last time it reported it popped 35% after earnings
With $IREN and $CRWV earnings both out of the way now and bullish results, I see no reason for Nebius to get a big move AHEAD of earnings
Thatโs why I bought 1k shares today @$133.6
BREAKING: Jensen Huang's lover helped move $7,500,000,000 in restricted Nvidia AI chips into China during affair
43% chance Jensen leaves as CEO before 2028
$CRWV is up 15% in the premarket
Here are some highlights from their earnings that is comforting the market right now
> Revenue $3.66B vs $3.54B expected.. up 168% and above the top of their own guide
> Backlog grew to $132.5B from $104B last quarter
> Adjusted operating income $379M vs the $200-260M they guided
> Raised full year revenue guide to $13.0-13.3B.. exits the year at a $20-21B run rate
> Management said they will NOT need to use the 15% debt market to fund their growth
anymore.. new money is coming in at 7-7.5%
> $9B in customer prepayments expected
Premarket Neoclouds are liking this
$NBIS +14%
$CRWV +15%
$IREN +7%
I canโt stop thinking about how CHEAP $NVDA is at $170
However - there are real risks
> If Jensen actually steps away this thing probably gets a -10 or -20% candle instantly
> Even if he doesnโt step away, how long does this overhang last?
> Itโs looking more and more likely that NVIDIA (or atleast Jensen) was actually involved in Fraudulent activity with China or Alice Huang
> HOWEVER - It feels like a โtoo big to failโ scenario especially under Trump.
Trump knows this playbook and has been doing shady shit all the last few years with his sons and relatives and other political party
I think they sweep this one under the rug hard-core.
Both of them are visiting China together next week.
I think I am going to start accumulating $NVDA shares tomorrow.