I haven't been this bullish on a stock in a while...
Here's my under-the-radar semiconductor pick:
You all like $MU and $SNDK right?
Have you seen the 400% surge on $MRAM?
My pick is $NVEC โ
And here's everything you need to know...
@zerohedge The U.S. will ban DeepSeek before it becomes an issue
We can't even have BYD cars, and you don't think they'll even consider banning these models?
Cmon... It's only a matter of time
$OPFI is absurdly cheap
The entire retail community is consumed with names like $HOOD, $SOFI, $PGY, $AFRM, $SQ, and even $PYPL
Yet they all ignore $OPFI. Why?
$OPFI is trading at the following metrics:
1x sales
10x earnings
~5x 2026 earnings
~4x 2027 earnings
$OPFI is not a dead company, yet they're priced like one. They're expected to post more that 11% in revenue growth in 2026, and nearly 30% revenue growth in 2027
EPS growth is expected to be even stronger than that.
I have monitored this stock for nearly a year now, I think this has gotten to an absurd level at this point given our current environment
Growth stocks trading at dirt-cheap valuations often re-rate most aggressively. Just look at what $SEZL just did, and we've posted more than 130% on that one
I am long $OPFI right now on a trade, I will break this down in some longer format in the near future.
The Fed event this afternoon could cause quite a bit of action, keep an eye out...
$SEZL now trades with 11x P/FCF
18x earnings
and a gross margin of 74%
An entirely misunderstood business model that just gets lumped in with the rest of the BNPL fears
It's entirely unfair, but when it finally reverts, it'll be one of the sweetest "I told you so" moments ever
@StockMarketNerd That's why activist investors are trying to force them to give it up
$SNAP actually has a lot of potential, but has a horrible management team
*Palladyne $PDYN AI Wins Two U.S. Army Contracts for SwarmOS, Gremlin-X Testing
SwarmOS is Palladyne's software that lets a single operator control unmanned systems from multiple manufacturers without relying on centralized communications
The U.S. Army will also evaluate Gremlin-X, which is the company's low-cost, reusable strike drone that can deliver munitions in degraded and denied communications environments
I've got a new stock I want to talk about tonight
Sent some research to my members on the trade we opened this afternoon...
Will reveal soon, this one is a fundamental gem
Elon just said this:
$1 TRILLION by 2030
Start learning whatโs actually needed for space data centers
Thereโs an entire rabbit hole to go down
$NVEC $MRAM
So to recap, I truly think $MARA is one of the most misunderstood stocks in the market right now
Bitcoin provides the liquidity
Their infrastructure provides the opportunity
And a deal signed provides the market validation
Could this blow up in my face? Sure. But the opportunity to capture an incredible re-rating is too good to pass up in my eyes...
I already know I'm gonna catch some flak for this...
But I think $MARA is going to shock the market this year
I've been long since January 2026 (about 6 months)
Currently I'm up about 35% on the position so far...
Here's why I'm extremely high this year on such a controversial stock...
But, $MARA does not come without its risk; this is inherently a very risky position
If $MARA disappoints, and a deal is not landed this year, their stock absolutely deserves to be lower
Not to mention, $MARA posted a Q1 net loss of about $1.26B because of Bitcoin collapsing in price
The opportunity that $MARA now finds is not Bitcoin in our current environment; it's the digital infrastructure age