$1,000 follows their calls into $779
- Win rate
- 35%
- Streak
- —
- Best call
- No call read in the last 30 days
Track record building
- Peak #75
- 4 ranked closes
- Longest streak 4
Basket now
3 positions · Oct 19- FCEL4%
$1,000 follows their calls into $779
Alasdair Mann@itsalasdairmannJust started a position in $CCXI, the first humanoid robotics pure-play to list in the US. I made a YT video about Agility 4 yrs ago 😅 so first bull thesis, then pricing: 1. Agility's main robot, Digit, has an operating cost of ~$10/hr today, but scaling towards $2/hr 2.

Alasdair Mann@itsalasdairmannThe same people are congratulating us for calling $FCEL right now! Kidding X loves to dunk on price action while doing 0 research Thesis still stands: $BE is sold out so demand will overflow into $FCEL The pressure to adopt fuel cells will be hotter than ever this month
ChinoAleman@chinoalemanoA few weeks ago... ...everyone was criticizing @babyfolio and @itsalasdairmann over $FCEL. Just because it dropped from $18 to $14. Now it’s at $20. Are they gonna apologize?

Alasdair Mann@itsalasdairmannI will buy any $DRAM selloff on Monday because CXMT news is actually very bullish. First, why it is not the threat people think: 1. CXMT isn't new. It's already by far the world's 4th largest memory supplier. Everyone knew it existed. 2. But they make commodity DRAM, not HBM.
zerohedge@zerohedgeDone and done Apple Seeks US Clearance to Buy Memory Chips From CXMT: FT Memory limit down Monday
Alasdair Mann@itsalasdairmann$FCEL up 58% since I made this post last week ($19 to $30) Since then we got 3 analyst upgrades Latest one with a price target of $32 Currently 28% of my portfolio ✌️

Alasdair Mann@itsalasdairmannBought the $FCEL sell off yesterday with 20% of port Super clean set up imo: - Closing their first data center deal should rerate the stock, as it was dismissed for not closing any data center deals - Sell off likely due to a warrant offering that’s super bullish, warrants
Alasdair Mann@itsalasdairmannEnded up with a 46% $DRAM position after this post But I am very tempted to rotate at least part of it into SK Square if the discount widens from 45% to 50%

Alasdair Mann@itsalasdairmannI will buy any $DRAM selloff on Monday because CXMT news is actually very bullish. First, why it is not the threat people think: 1. CXMT isn't new. It's already by far the world's 4th largest memory supplier. Everyone knew it existed. 2. But they make commodity DRAM, not HBM.