DVB

DVB@DeepValueBagger

$AMBA is back down to earth. Too easy guys.

tweeted Thu, Sep 3 · counted from Fri, Sep 4 close

DVB@DeepValueBagger

$BE is a great company. Unique product solving the bottleneck within 60-90 day of contract order. Even so, my main concern for not holding long term is that it's priced due to the current bottleneck. A lot of alternative power is going up right now (sure it's in years), and as

tweeted Thu, Sep 3 · counted from Fri, Sep 4 close

DVB@DeepValueBagger

I really like this index strategy. $VOO, and overweight in semiconductor like $SMH (semi conductor) and it perfectly illustrates the power of compounding. 20% and 40% may not sound much, but if you apply it to the entire net worth, it's A LOT! I shared to one of my friend this

tweeted Thu, Sep 3 · counted from Fri, Sep 4 close

DVB@DeepValueBagger

Hint: $CRDO is no bueno.

tweeted Wed, Sep 2 · counted from Thu, Sep 3 close

DVB@DeepValueBagger

Tesla Optimus enters production??? $TSLA We're back! I hold about $200K of $BPTRX with 20%+ in $TSLA.

tweeted Mon, Aug 31 · counted from Tue, Sep 1 close

DVB@DeepValueBagger

Another X account got BLOCKED by Serenity for giving bearish take on $SIVE. His big concern is how slow management operates which exactly lines up with my bearish analysis I shared a couple weeks ago. Swedish/Nordic slow work culture is a big risk for $SIVE IMHO.

tweeted Sun, Aug 30 · counted from Mon, Aug 31 close

DVB@DeepValueBagger

I have homework for you. This is the chart of $MU. Put this next to any space stock, Saas stock, AI stock, neocloud wanna be, bitcoin miner, bitcoin/eth treasury or any stock in your own portfolio. And tell if this ain't a good looking trend. 3 months ago people didn't

tweeted Sun, Aug 30 · counted from Mon, Aug 31 close

DVB@DeepValueBagger

Remember DVB warned you about $SIVE, 21% drop after hours/post earning 36% since I called short. No seks for you.

tweeted Fri, Aug 28 · counted from Mon, Aug 31 close