$SPCX reshaping pattern from previous consolidation, trade with precise signals and manage a corresponding leverage. https://qgzkdx.s.gy/Growths
$GME: From Legacy Retail Skepticism to Strategic Transformation Under Ryan Cohen.
The short sellers' original thesis has aged poorly. Physical retail was supposed to collapse under digital distribution, yet GameStop has stabilized its core business while…
Gamestop is the king 🤴
Uber Cut 3,300 Jobs This Morning. That Is Why I Own the Stock: Headcount is going back to 2021 levels while revenue has nearly tripled. This is what disciplined operators look like, and at 16x next year's GAAP earnings, I am staying with my Buy.
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The Benefits of the CapEx Spent by the Hyperscalers Will Be Seen in 2030 (And short-sighted Mr. Market is clueless)
In my post back on August 17, "The Great AI Rotation: Looking Past the Infrastructure Hype to Buy What Wall Street Discards," we drew a…
I think those numbers are a bit stale. Most sell side…
Why the Negative Thesis About PLUG Stock Is Off Base
Worries about Plug Power (PLUG) having to sell more stock appear to be way overdone, as the firm appears to be unlikely to need to do so for the foreseeable future. What’s more, it appears to be very…
nice info!
Micron Technology $MU analysis, I gave a very precise Sell Signal on the 4H MA50 and the Top of the short-term Channel Down, which hit directly our $770.00 Target and rebounded: don't miss out the next signal https://qgzkdx.s.gy/Growths
@hannafadilah how do you feel they'll do in the Billion…
Elbit Should Get a Big Lift From Israel Business, Drone Products
Israel’s decision to purchase many more of its weapons from domestic firms and rapid growth in the global demand for affordable anti-drone solutions and for drones themselves will provide…
_ $INTC - $400 remains my long-term target.
In this chart I explain why I still believe Intel can reach this level, what needs to happen for the thesis to play out, and the key hurdles along the way. …
@hannafadilah this is the way
On Nvidia's current role in the AI boom
Nvidia is the backbone of the AI revolution. It invented the GPUs that power virtually every major AI system on the planet.
And has evolved into something much more than a chip company: a full-stack, rack-scale AI…
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