I think $SONY will reclaim an ATH within 1-2 quarters...
The reason the stock fell from $30 to $20 is because analysts saw a product getting more expensive that no one wanted to pay more for.
What they really missed was that this isn't a hardware company as much a digital
I just bought the FEAR on $CRDO after an 18% crash.
It's one of just 4 stocks in my hyper-concentrated Asymmetrical Bets portfolio on @joinautopilot, focused on the couple stocks I think have the most upside in the AI buildout.
Nothing changed in that belief after their
Another reason why $SONY is my highest conviction set up for H2 2026.
1) It tends to attract rotation dollars during a choppy macro.
2) Higher rates could never dampen inelastic GTA 6 demand.
🟩🎮 h
Two ways to play GTA 6 but only one stock doesn't have it priced in.
$SONY is now my highest conviction trade for the rest of 2026, even after I'm +150% on my original options
GTA 6 will return $SONY to gaming growth, mid 20's multiple while exploding earnings/top line.
WHAT DID I SAY.
ALL PS5 PROS SHOWING SOLD OUT ONLINE.
I now predict $SONY may be sold out for a year plus with memory shortage.
My prediction is coming true months ahead of schedule.
With this social media lawsuit closed...
Feels like every time there's doubt pushing $META stock down Zuck figures out how to overcome it.
Worst case their frontier lab fails and they print money selling off the scarce compute they hoarded?
Forward PE: 17.9X
$LPTH is down 20% today as traders retreat following the delay of a major re-rating catalyst, combined with heavy macro pressure.
I own a position and I think it's a huge overreaction.
TLDR: The Army just opened the Stinger replacement program (NGSRI) to new bidders, with a
