$1,000 follows their calls into $788
- Win rate
- 50%
- Streak
- —
- Best call
- No call read in the last 30 days
Track record building
- Peak #46
- 5 ranked closes
- Longest streak 5
$1,000 follows their calls into $788
The Boring Investor@boring_investLooking forward to cover the upcoming earnings season. $VICR (20th) and $MXL (22nd) upcoming shortly. Both of them should be bullish. I think $MXL has room for surprise since management has been so conservative in their guidance, especially if we get any sort of concrete
The Boring Investor@boring_investBullish read through for $WOLF today through both LiteOn and Megmeet at the NVIDIA event. I also just learned that they are supplying a SiC Schottky diode for Delta’s 3000W SiC Server PSU
The Boring Investor@boring_investBullish read through for $WOLF today through both LiteOn and Megmeet at the NVIDIA event. I also just learned that they are supplying the PFC rectifier MOSFET for Delta’s 3000W SiC Server PSU
The Boring Investor@boring_investThis is why I’m so bullish on disaggregation for $CBRS. It’s just the best sales pitch. The industry is so incentivised to go this way.
The Boring Investor@boring_investI’ve said all summer that I’ll publish a $CBRS deepdive. I’m glad I’ve waited cause I have significantly more material to work with right now. It won’t be a technical piece. Lots can do that better than me. I mostly wish to highlight why I have such high hopes for their revenue
The Boring Investor@boring_investNow you’re beginning to get $CBRS😉 Except I believe they’ll do close to the predicted 2029 numbers in 2028.