ぉゅ

見る専垢です フォロー失礼します│腐、夢│ぬいを愛す者

[ぉゅ @sub_k_s]

メモ欄

[ぉゅ @sub_k_s]

Back in 1976, Nolan Bushnell turned down a chance to buy a third of Apple for only $50k.

That slice today? Worth $1.4 trillion. He’d be the wealthiest person alive.

He walked away from a 28 million times return.

[ぉゅ @sub_k_s]

Big news 🚨: MicroStrategy $MSTR is taking a major dive. Timberrrrrrrrrrrrrrrrrrrrr 📉

[ぉゅ @sub_k_s]

President Trump just dropped this:

"A bunch of European countries are talking about putting a Digital Services Tax on US companies. Some are almost ready to go through with it. So here's the deal—any country that does that will instantly get hit with a 100% tariff on everyt

[ぉゅ @sub_k_s]

A bunch of stocks hit new 52-week highs today 🚀

Micron $MU
JPMorgan $JPM
American Airlines $AAL
Bank of America $BAC
Corning $GLW
GE Aerospace $GE
Caterpillar $CAT
Applied Materials $AMAT
Merck $MRK
Bloom Energy $BE
Delta Air Lines $DAL
United Airlines $UAL
Unite

[ぉゅ @sub_k_s]

Heads up: Palantir ($PLTR) has been in the red for 7 days straight now—longest drop since Feb 2023. 📉📉

[ぉゅ @sub_k_s]

Breaking: Stock futures dropping as oil spikes over Iran situation.
S&P 500 futures down 0.4%.
Nasdaq futures down 0.6%.

[ぉゅ @sub_k_s]

Here are the profit ratios every investor should know 💰

These numbers tell you the real story behind a company's earnings.

[ぉゅ @sub_k_s]

Can't believe what I just saw from the Knicks... what on earth was that 🤦‍♂️

[ぉゅ @sub_k_s]

$IREN is at a super important point right now.
A lot of other stocks have dropped back to key support levels too.

These next couple of days will decide everything. Really hoping we can hold steady and start bouncing back from here.

What happens next?

[ぉゅ @sub_k_s]

🚨 USA CPI data is out!

Inflation (YoY) for May:
• Actual: 4.2% (matched forecast, up from 3.8%)

Core inflation (YoY):
• Actual: 2.9% (matched forecast, up from 2.8%)

Inflation (MoM) for May:
• Actual: 0.5% (matched forecast, down from 0.6%)

Core inflation (MoM

[ぉゅ @sub_k_s]

@michaelsikand Stock swings like this make you question if the thesis is still solid or if the market sees something we don't.

[Michael Sikand @michaelsikand]

$AAOI got hit hard today.

I've been covering this stock since $50 and saw low 160's as a clear buying opportunity on America's photonics factory.

The Semi Analysis report that CPO is delayed undoubtedly threw water on photonics names (add in Iran tensions).

A CPO delay was always a major risk factor with optics given how short term this market thinks.

But what any optics investor should know is that nothing changed in the thesis around $AAOI's asymmetrical ramp to ~$470M monthly revenue by mid 2027.

$AAOI is focused on NPO or near packaged optics or 800/1.6T "pluggables/transceivers". This is the current framework for how optics are transforming the data center.

While CPO is THE holy grail of photonics and AAOI is working on a product there (ELSFP) ramping 2027, the revenue growth investors are betting on is in the short term NPO opportunity.

If anything, a slip in CPO extends the runway for pluggables, which is a tailwind for the stock.

I continue to see asymmetry in $AAOI after a parabolic move for many reasons in that there isn't a tech timeline constraint, the natsec advantage to onshore fabs, and the capital on hand they can deploy to achieve this through the recent ATMs.

[ぉゅ @sub_k_s]

$DCTH 12.5 call expiring 6/18, entered at 0.40 🚨 (updated average)

[ぉゅ @sub_k_s]

Check out $FSLR 🔥🔥🔥

Look at $CSCO to see what might be coming..

[ぉゅ @sub_k_s]

$NVDA Jensen Huang just said they still can't keep up with demand—shortages are hitting everything from wafers to cables and silicon photonics.

Also hinted Nvidia might drop more news tomorrow 👀

[ぉゅ @sub_k_s]

#Bitcoin is looking crazy oversold right now, just like back in February. The price action compared to the Bollinger Bands and RSI looks pretty much the same. $BTC

Key levels to bounce back were shared in the Weekly Compass.

[ぉゅ @sub_k_s]

A steady 15% return each year would be life-changing for most of us, but people pass it up because they're chasing 100% in just six months.

[ぉゅ @sub_k_s]

The S&P 500's 9-week winning streak ended just like that... 🥲

[ぉゅ @sub_k_s]

After a hundred years, the Chicago Bears are ditching blue-state Illinois and heading to Indiana. What a huge fumble 🏈😱

[ぉゅ @sub_k_s]

@FOY_EFG Haklı olmak için acele etmeye gerek yok gerçekten, piyasaların dengesi oturmadan adım atmamak en mantıklısı.