Category: Information Technology
$NVDA // Nvidia: robot brain matter and multiples
// THESIS Nvidia make robot brain matter and are thus now a humanoid robot company….
$SMCI // Can servers continue selling like hotcakes?
Super Micro Computer » SMCI // Tech Sector // Strike Price = $xx {subscribe} The…
$ENPH // Empowering Solar Powered Homes
Previous Enphase Post: Green energy nerd alert!! Enphase » ENPH // Info Tech Sector //…
$PLTR // Becoming as indispensable and indestructible crystal ball
Track all markets on TradingView Palantir » PLTR // Info Tech Sector // Strike Price…
NVTS // CHARGE … your devices with gallium nitride
Navitas Semiconductor: NVTS // Orange 8 // Strike Price = {subscribe} // TL;DR Robots are…
NVDA // Robots thank Nvidia for making their brains
Nvidia: NVDA // Blue 8 // Strike Price = {subscribe} // TL;DR We now know…
MSFT // AI propels MSFT to 35% above intrinsic value
NOTE: “Intrinsic value is a term used in investing to refer to the underlying or…
SQ // Three cheers for bogus short attacks … and Earnings Growth
SQ // Green 8 // Strike Price = {subscribe} 7 year CAGR = 25.3% //…
ENPH // Green energy nerd alert!!
ENPH // Blue 8 // Strike Price = {subscribe} 10/y CAGR = 46.8% ($4.67 to…