Stocks Surfer

Stocks Surfer@StocksSurfer

Started a new small position in $CRDO, the ER was actually pretty good, I think the market has overreacted. Now I have bad feelings for $AVGO tonight.

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

Stocks Surfer@StocksSurfer

Actual portfolio allocation: - 40% memory stocks ( $MU, $SKHY, Samsung and Kioxia) - 8% $META - 13% semiconductors ( $AVGO, $QCOM, $MRVL) - 7% Inter&co $INTR - 3% Vistra $VST - 3% Nokia $NOK - 2% AppLovin $APP - 2% $UBER - 7% $BTC, Gold and silver - 5% other high beta small caps

tweeted Sun, Aug 30 · counted from Mon, Aug 31 close

Stocks Surfer@StocksSurfer

Can't wait for $AVGO and $RZLV ER this week. Expectations for $AVGO are very high, but I think it'll be a double beat with guidance raise. Hope it won't be another $MRVL like selloff

tweeted Sat, Aug 29 · counted from Mon, Aug 31 close

Stocks Surfer@StocksSurfer

$MU at -3% today is nonsense after this $NVDA call. Huge buying opportunity imho.

tweeted Thu, Aug 27 · counted from Fri, Aug 28 close

Stocks Surfer@StocksSurfer

Really exciting news for $RZLV. Future looks great for this company.

tweeted Tue, Aug 25 · counted from Wed, Aug 26 close

Stocks Surfer@StocksSurfer

This is very huge. With $130B in buybacks at current price they could buy around 15% of the shares in just one year.

tweeted Thu, Aug 20 · counted from Fri, Aug 21 close

Stocks Surfer@StocksSurfer

That's the news we were waiting for! There will be a huge shareholder return in the next years. $SKHY

tweeted Wed, Aug 19 · counted from Thu, Aug 20 close

Stocks Surfer@StocksSurfer

Best opportunities in the market right now: - Memory stocks, especially $MU and $SKHY - $META - $UBER - Qualcomm $QCOM - Broadcom $AVGO - AppLovin $APP Not financial advice.

tweeted Mon, Aug 17 · counted from Tue, Aug 18 close