John Galt

John Galt@AtlasShrug1

$CRDO Oy. About 3 months ago I posted that they would take all of these names, one by one, to the woodshed. Well, that has aged well. Bc it’s happening. But it’s far from over.

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

John Galt@AtlasShrug1

One other indicator that popped up in July that bothered me and still has not been resolved is that the Industrials made new highs into August without the Transports confirming, and now Transports are rolling over. That is a Dow Theory yellow flag which, in the context of all of

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

John Galt@AtlasShrug1

With $NVDA withdrawing financial support from $SHAZ, seems highly likely they’ll need to raise more capital…on their own. We’ve seen how the market welcomes equity deals, I certainly wouldn’t rule that out here. Having a hard time finding reasons why anyone would own this,

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

John Galt@AtlasShrug1

I think humanoids will he a winner take most business at the robot level, and Optimus seems like the logical bet. FigureAI as well to some extent. I think a lot of the subscale players like Agility ultimately won’t get much share. So I want exposure to the company that sells

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

John Galt@AtlasShrug1

Adding to $VPG here and am a scale down buyer from here to the $56 level of it gets there. I expect the Optimus flow to start trickling out and a ramp in humanoid revenue in the back half. There is also little to no value being ascribed to their optics business at present

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

John Galt@AtlasShrug1

I think all of the neoclouds remain shorts here…most vulnerable to me are $CRWV $SHAZ and $BRUN, though $NBIS also has a lot of risky assumptions embedded in its price I don’t feel comfortable with. I don’t care for $IREN or $APLD much either. 🤮

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

John Galt@AtlasShrug1

How is $BE still over $200 lol…oy. Way too expensive just like $MRVL. Though $MRVL could be an $180 by next Friday.

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

John Galt@AtlasShrug1

$FCEL looks like it ultimately headed back to $10. Great example of a secondary/tertiary name that looks awful technically. $SHAZ and $BRUN are truly gonna be special though in terms of% decline from ATHs when this is all over. What’s the saying, “Rome wasn’t destroyed in a

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