🚨 THE MARKET IS MISPRICING $SOFI. Management has proven it can execute across different rate environments. So what justifies a 50% drawdown? Has the business deteriorated, or is this an emotional selloff creating a generational buying opportunity? The fundamentals and stock price aren’t telling the same story.
🚨 AI’S NEXT BIG BOTTLENECK COULD BE POWER. AI data centers need massive amounts of electricity, cooling, and infrastructure. ⚡ The AI infrastructure watchlist: ⚡ Power management & cooling 🔌 Electrical equipment & components ❄️ Thermal management 🏗️ Data-center construction 🌐 High-speed networking 🔋 Power generation & grid expansion ☢️ Nuclear energy & fuel The picks & shovels: $FPS → Fire protection systems $VRT → Data-center power & cooling $MTZ → Electrical infrastructure & power construction $MOD → Thermal management & cooling technology $ETN → Power management & electrical equipment $PWR → Grid modernization & transmission $GEV → Grid technology & power generation $NVT → Electrical connections & protection $FIX → Mechanical & electrical infrastructure $EME → Data-center construction & building systems $STRL → Infrastructure construction & data-center site development $ANET → High-performance AI networking $NVTS → Power conversion technology $ON → Power semiconductors & intelligent sensing $CEG → Nuclear power generation $VST → Power generation & electricity supply AI needs more than chips. It needs POWER. ⚡ The infrastructure race is heating up. 🚀
Unpopular opinion: $KO has ZERO moat. I tried one of Aldi’s off-brand colas, and I can’t taste the difference. The kicker? Just $4 for a 12-pack when Coke is normally $7+. What exactly are we paying the Coke premium for? 😂 https://t.co/zHhLIteFGd
6 months ago, I called $ZETA the best SaaS stock to buy in the entire market. It’s up 100% since then and just getting started. Don’t thank me yet.
Happy Halloween, everyone! 👻 $INTC https://t.co/LmZLhQ29UL
TODAY WAS AMAZING FOR $AMZN BULLS. A GENERATIONAL BUYING OPPORTUNITY IS COMING! 🚀 https://t.co/EvfSVdHaKI
🚨 BLACK FRIDAY IS GETTING OUT OF HAND. EVEN THE STOCK MARKET IS GIVING AWAY SHARES LIKE IT STOLE THEM. 🔴 $NOW -27.84% 🔴 $INTC -26.12% 🔴 $TWLO -20.79% 🔴 $RDDT -21.88% 🔴 $FTNT -20.64% 🔴 $MRVL -18% 🔴 $RBLX -18% 🔴 $IREN -15% 🔴 $AVGO -5.90% 🔴 $AMD -9.24% 🔴 $AMZN -11.82% 🔴 $VRT -4.99% 🔴 $ZETA -4.72%
AT WHAT POINT IS $NOW A MUST BUY? 20% DOWN IS WILD 🤯
AFTER-HOURS MASSACRE. 💀 🔴 $FTNT -29% 🔴 $NOW -20% 🔴 $GOOG -10% 🔴 $MRVL -10% 🔴 $PANW -8% 🔴 $CRWD -6% IS MCDONALD’S STILL HIRING?! 🍟 https://t.co/5NeTuymTQD
$NOW IS DOWN 15% ON A 2% EPS MISS. AM I MISSING ANYTHING? https://t.co/jlBS8nFWtu
