$1,000 follows their calls into $982
Daniel Romero@HyperTechInvest$FLNC partnered with Siemens and $NVDA on a data center design and then just curled up into a ball and died
Daniel Romero@HyperTechInvest$MU sees stronger demand in 2027 and 2028 than in 2026, and the stock trades at 10x 2026 EPS “We expect memory and storage supply-demand conditions to be much tighter in calendar 2027 and 2028 than they were in 2026.” They’re not even subtle. 2027 and 2028 will break records
Daniel Romero@HyperTechInvestWhy does $CRWV CEO say things like this during every downturn? It looks really weak Just keep working and executing. Words won't change anything
Daniel Romero@HyperTechInvest$KTOS coming back down to the Underworld I knew they were doomed when I saw their PowerPoint presentations
Daniel Romero@HyperTechInvest$KTOS should probably invest in a PowerPoint designer I get the slogan, but the image is important
Daniel Romero@HyperTechInvestThey also increased their financial targets by 2x in like six months The market isn’t looking just at what $AMD says, but at where things are going with agents Meta and OpenAI are key customers, and they’re entering an arms race in agents Agents need lots of CPUs. $AMD has the
Mindset for Money@Mindset4Money_XI love $AMD, but can we all agree it’s overvalued here? Lisa Su guided for 35% annual revenue growth over the next 5 years. Let’s say they do grow at 35% over the next 5yrs, that would take revenue from $41B today to roughly $185B in 2031. She also guided for 25% FCF margins,
