TommyJR

Charts Patterns & Community

[TommyJR @tempocap2]

$NVDA Pretty interesting analogue to April 2025 Tariff Panican lows

2 surges up a mini pullback then a topping pattern before a sharp trip under the 200d pulling back to the 50% line ... last time in 80s this time in 160s as Jensen double dipped for chips

[Finom Group @GroupFinom]

There’s an old saying in Silicon Valley, which the Nvidia Board of Directors certainly knows, that goes “You don’t fire Steve Jobs”. 

Visionary founders who can scale a business profitably over decades are truly rare. Huang is certainly one of them. $NVDA

[TommyJR @tempocap2]

@account_482 @TheFinGodFather It's my largest position at over 25%
Fully aware of the potential

But facts matter

$NBIS deserves the premium (and btw they own 25% of ClickHouse valuation 50b and a bunch of other companies also

$IREN is undervalued.. zero disputes

[TommyJR @tempocap2]

@account_482 @TheFinGodFather The next quarter is Oct to Dec
The one after is Jan to Mar
The one after is Apr to June so yeh maybe in 3 quarters .. that's the whole point it's quite a while away

[TommyJR @tempocap2]

@josef21m @TheFinGodFather Still very unlikely
Maybe in 3 quarters
That's my point

[TommyJR @tempocap2]

@account_482 @TheFinGodFather Which quarter will they be at $1b in revenue then ? Cause $NBIS will go close tomorrow

[TommyJR @tempocap2]

@Tsla400dollars $150 maybe as low as $145
Could always go lower but that's a reasonable spot to add

[TommyJR @tempocap2]

$NVDA dipped cause Jensen stripped

Right after the 🔵 🌊
Interesting 📝

[TommyJR @tempocap2]

$NVDA Pretty interesting analogue to April 2025 Tariff Panican lows

2 surges up a mini pullback then a topping pattern before a sharp trip under the 200d pulling back to the 50% line ... last time in 80s this time in 160s as Jensen double dipped for chips

[Tarric Brooker aka Avid Commentator 🇦🇺 @AvidCommentator]

"Australia has sent a record 193 official representatives to the COP31 climate summit in Turkey, with taxpayers covering the cost of travel, accommodation and other expenses."

Taking the piss.
https://t.co/bUL9Mcba8G

[Roger Montgomery @rjmontgomery]

In my latest article for The @australian, I examine how government policy decisions have contributed to Australia’s rising cost of living and ongoing economic pressures. From housing affordability and electricity prices to inflation and government spending, I explore why many of these challenges stem from domestic policy choices rather than global forces.

Download the article here: https://t.co/oBNCAKIiR9

[Matt Barrie @matt_barrie]

“The businesses that win, the government takes 50%, businesses that lose you lose 100%”

[Outlier Capital @outliercapx]

HUGE BULLISH IMO.

Jensen at 63 is still a full-blown dog.

Peak testosterone. Still out here pulling baddies while running the most important company in the world.

This proves zero damage to $NVDA or America. Just a man satisfying his massive T.

Soft CEOs fold at that age.
This one is locked in.

If the CEO is this alpha, the entire AI stack is about to perform.

$NVDA NFA.

[The Long Investor @TheLongInvest]

$HIMS

Revenue:
2026 FY: expects to earn $3.15 Billion

2021 FY: earned $271 million

This is a +1162% increase in 5 years.

Share price is the same today as it was in 2021.

Price is below the 200 WMA, you know what to do.

[TommyJR @tempocap2]

Markets and AI trade selling off cause Jensen dipped his 🍆 is peak 2026 $NVDA $NBIS $IREN

[TommyJR @tempocap2]

@matt_barrie I don't even think their suits are very good

[Crusade @CrusadeInvest]

Trying to time/trade short term price action on the AI Revolution is psychotic. Get off Spaces and spend even 5 minutes independently thinking about the world in 10 years. Don’t waste the entire buildout stressing over minute candles, don’t miss the boat by thinking you can bottom tick. Allocate and proceed with living your life.

[Northwise Project @InvestNorthwise]

The selloff has pushed $NBIS, $IREN and $CRWV below 1x the annual revenue run rates we expect them to reach by December 2027.

At yesterday’s close, Nebius stood at 0.82x, IREN at 0.62x and CoreWeave below 0.90x, using our Northwise Base forecasts for Nebius and IREN and CoreWeave’s $30bn management target. Last night, CoreWeave said it expects to meaningfully exceed that target.

Those valuations sit alongside customers committing to years of capacity, paying higher prices and advancing substantial sums to secure equipment. The demand is showing up in contracts and customer money.

We think the market is underestimating how quickly that demand can become a much larger operating business. As new capacity starts billing, the revenue base can change dramatically within a few quarters.

The animation shows how far equity valuations have fallen relative to that opportunity.

[TommyJR @tempocap2]

@Omer231ew Absolutely not

[TommyJR @tempocap2]

$IBRX with the highest weekly close in years .. repeat on schedule

[TommyJR @tempocap2]

$IBRX has moved from launchpad into early launch with aggressive move over $9.50
2.7% sizing .. looking for $15 to partially derisk
Love the rounded bottom RSI and symmetry on the repeat

@alc2022 for FA
@dannycheng2022 has a TA read here too

[Finom Group @GroupFinom]

3 MIDTERM Quant windows with PERFECTION

1) MTE-DAY→Jun 30 is 19-0 (avg +15.75%)

2) Q4→Q2 is 19-0 (avg +20.1%)

3) Nov-Apr is 21-0 (med +18.9%)

Signal price/avg gain

1) 7,541 X 15.75%
2) 7,651 X 20.1%
3) 7,580 X 18.9%

At the averages, Jun 30, 2027 prints $SPX 8,729-9,191.

$ES_F $SPY $QQQ $UPRO $SPCX $NVDA $SMH $NDX $DIA $VIX $VOO h/t @aynirealtor

[Finom Group @GroupFinom]

Don't overstay your stock-picking welcome!

If 2026 ends the way 2024 ended, the W-shaped pattern will find another rotation out of Equal-weight outperformance $RSP and into Cap-weighted $SPY leadership.

2024 down-leg began in November as well.

$SPX $ES_F $UPRO $NDX $META $TSLA $SPCX $QQQ $MSFT $AMZN $NVDA $AAPL $MAGS

[Matt Barrie @matt_barrie]

“You know the country is fucked when a Vietnamese refugee is on a stage like this telling you”
“My business is up against the wall, reverse the taxes or get fuck out”