$1,000 follows their calls into $955
Stocks Surfer@StocksSurferHuge opportunities in the market today, bought a lot of stocks. I was 30% cash and now only 10%. $MU $SKHY $AAOI $COHR $IREN
Stocks Surfer@StocksSurferI started new positions in $TE and $DGXX. I think these are good entry points for them and both will do great in future.
Stocks Surfer@StocksSurfer$INTR +25% today... "In retrospect, it was inevitable". Still quite undervalued. This could be only the beginning.
Stocks Surfer@StocksSurferThe risk/reward on $INTR is insane. At this price you get a company growing more than 30% y/y at 8x p/e and 6x forward p/e. PEG 0.24. Today i bought 50% more shares and it is now my third biggest position. NFA.
Stocks Surfer@StocksSurferAnd someone still thinks we are near the end of the cycle lol $MU at 5.8 fwd p/e $SKHY and Samsung at 4.x fwd p/e This is the bargain of the year
Elon Musk@elonmuskProblem is RAM supply
Stocks Surfer@StocksSurfer$META is my biggest position, so clearly I'm happy about today's news. But this is absolutely NOT bearish for neoclouds. Meta doesn't have excess compute power and probably will never have a significant amount. So I just bought more $CRWV and started a new position in $NBIS.
