Research & Invest

Research & Invest@R_and_Invest

$AVGO Business doubling. Demand higher. $230B AI revs for 2028 significantly above buyside and sell side. Most likely going to do 20GW and $250-260B $30 EPS 2028 $600 stock incoming next year?

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

Research & Invest@R_and_Invest

$GOOGL 3.8 Flash 85% Cheaper for a better output in many cases. This is a VERY VERY GOOD model vs. price. And look at its price vs. Fable1 on Cyber. RIP $BUG $PANW $CRWD $NET The Chrome Security team found that 3.8 Flash Cyber produced 2.6 times more correct patches to

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

Research & Invest@R_and_Invest

$NVDA For me new info vs. earnings call these backstops/financing - $NVDA apart from hardware sales is going to SHARE IN THE UPSIDE IF COMPUTE IS LEASED AT HIGHER RATE THAN MARKET. DUH. Since when have NVDA GPUs future generation GPUs ever been not leased at a higher rate?

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

Research & Invest@R_and_Invest

$GOOGL Flash better than Opus 5! WTH will happen to those token costs 📉📉 usage 🚀

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

Research & Invest@R_and_Invest

How the hell they do this? I would rather own $DRAM $SKHY $MU or $AMD Margins going to semis

tweeted Tue, Sep 1 · counted from Wed, Sep 2 close

Research & Invest@R_and_Invest

$MSFT has 4x higher Cybersecurity biz than $PANW AND growing fast as well. With OAI Astra good at Cybersecurity, isn't it just better to own MSFT which owns OAI, runs their workloads on Azure, integrates Astra in their models. $300B / $10B arr. What should one get for $35-40B -

tweeted Tue, Sep 1 · counted from Wed, Sep 2 close

Research & Invest@R_and_Invest

Yes @BourbonCap $NVDA is one of the cheapest stocks in the market. And it should get to $310. But the biggest issue is that most investors (more specifically I) do not believe the cash business is generating is being invested properly by @JensenHuang . Speaking as a very tired

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

Research & Invest@R_and_Invest

Some of the worst momo guys on street are buying $TSLA today. PLEASE do NOT buy it for a trade.

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