The Income Wheel

The Income Wheel@theincomewheel

Just started a position in $CRDO. The market just handed out a gift. Credo beat on Q1: $479M revenue, +115% YoY. Non-GAAP EPS $1.20. Guided Q2 to $525–535M. Management still calling for 85%+ growth in FY27 and more than $600M in optical revenue. Stock still got crushed. Down

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

The Income Wheel@theincomewheel

$HTZ is not dead. It’s coiled. Hertz just printed Q2 revenue of $2.4B (+10% YoY) with record Q2 RPD (ex-2022 freak year), GAAP profit, and adjusted EBITDA that beat the high end of guidance. Utilization is climbing. Pricing is holding. The fleet is smaller and cleaner. The

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

The Income Wheel@theincomewheel

When a director who first bought $ASTS at $5 is still writing $619k checks at $57 after the stock got cut in half… That’s not a trade. That’s three generations of conviction. Spouse. Trust. Child. All long.

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

The Income Wheel@theincomewheel

Sold a slice of my $CRWD this morning. Not because the story broke. Because the run was ridiculous. Q2 was the best quarter in company history. Record net-new ARR. AI security demand going parabolic. Falcon IQ dropped. Stock ripped ~20% in a day and printed new highs near $234.

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

The Income Wheel@theincomewheel

The AI trade isn’t GPUs anymore. It’s memory. $MU and $SNDK aren’t late-cycle lottery tickets. They’re the bottleneck. AI training was the first wave. Inference, agents, and data centers eating terabytes per rack is the second. You don’t run that on hope. You run it on DRAM,

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

The Income Wheel@theincomewheel

$CRWD just launched Falcon IQ. 50+ AI agents. NVIDIA Nemotron + OpenAI + Anthropic. Not just detecting holes anymore, finding them and patching them in real time. The stock? • ~+4% today while the product dropped • +20.5% last Thursday on earnings • ~+22% in the last month

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

The Income Wheel@theincomewheel

This chart is the entire $PLTR story in one image. 2023: $6M per day 2028: $50M per day (projected) Most companies never get close to $50M a day. Palantir is trying to get there while already printing high-50s operating margins.

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

The Income Wheel@theincomewheel

$LULU just hit one of the most extreme monthly RSI readings in company history. Price went from $500+ peaks to the $116 area. Daily RSI has been bouncing around oversold-to-neutral. Monthly is still screaming “washed out.” Everyone still wears the product. Almost nobody wants

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