$1,000 follows their calls into $1,103
- Win rate
- 59%
- Streak
- 10closes
- Best call
- Long ASMLSame rank since the call
Track record building
- Peak #18
- 10 ranked closes
- Longest streak 10
$1,000 follows their calls into $1,103
Polvans@PolvahThe crowd is chasing $MRNA at +600% YTD, best name in the S&P 500 I'm looking at the other side. The company is still guided to lose ~$8 a share this year on ~$2B in revenue. The stock already trades above the average analyst target. 23 analysts rate it a Hold When a stock

Polvans@PolvahMag 7 → MANGOS 🥭 > Meta, Nvidia and Google stay. > Apple, Microsoft, Amazon and Tesla are out. > Anthropic, OpenAI and SpaceX are in. $AMZN and $MSFT, two of the biggest backers of Anthropic and OpenAI, didn't make the cut. Next 5 years: Mag 7 or MANGOS?
nico laqua@nico_laquaToday, we're giving investors access to Anthropic & OpenAI through $MN (a Corgi ETF). Historically, getting exposure to companies like these has largely been limited to private market investors. We built MN to help change that.
1:18
Polvans@PolvahAdded: $CRWV $GOOG $RKLB $CRDO $VST Fuck the bears Fuck the market makers Fuck this rigged market
Polvans@Polvahjokes aside, since headlines keep spreading fear, so here’s a calmer way to look at these days > Focus on the fundamentals Solid companies get sold off on pure market irrationality and often turn into long-term opportunities ($ASML is a clear example right now) If the
Polvans@PolvahIt’s over fellas
Polvans@Polvah$MRVL from $260 to $290… 🤭
Polvans@PolvahTomorrow $MRVL hosts its Investor Day Matt Murphy and the leadership team will cover strategy, the AI and data-center roadmap, growth opportunities, and the custom silicon outlook I'm watching the optics commentary most closely. Photonics is back in favor, and $MRVL sits right
