MrLSU

The stock dropped over 5% today so perhaps there is a little more bleeding before we jump back in with an additional purchase. The Texas HQ grand opening was yesterday.

quote:

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Well I assume so they can let someone short Hgraf.
bingo

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Lower price on the horizon?

This is what rallies.ai told me. I just signed up so I'll see how it goes.

Ticker Why it’s on the list 3-month path to +30% What can kill it

MRVL AI networking and custom silicon, still rerating on AI bookings Another beat and raised AI outlook can push estimate revisions higher fast AI expectations already high, any pushout gets punished

ALAB Pure-play AI connectivity, very high beta Platform ramps and hyperscaler demand can keep the post-earnings move going Customer concentration, digestion risk, violent downside if momentum fades

SNOW Software reacceleration plus AI data layer narrative If consumption and AI workloads inflect higher, multiple can expand hard If AI monetization feels more future than present, stock stalls

NET AI-adjacent network/security platform with an immediate catalyst Strong print plus upside guide can squeeze it quickly In-line results are often not enough for a premium software name

AVGO AI ASIC and networking scale, huge estimate power If AI revenue keeps outrunning already-raised expectations, stock can still re-rate The bar is very high, any deceleration gets hit

My ranking, if your sole goal is best blend of upside + catalyst:

MRVL
ALAB
SNOW
NET
AVGO

My blunt take on sizing:

If you put $10,000,000 into one, the most honest candidates are MRVL or SNOW because they give you strong upside without quite the same fragility as ALAB.
If you want the highest upside, ALAB probably has the biggest path to +30%, but also the easiest path to a nasty drawdown.
If you want the smart way to pursue your target, I would not do one name. I’d split the $10,000,000:
$4,000,000 MRVL
$3,500,000 SNOW
$2,500,000 ALAB

Nuclear Engineering and Technology Journal: Production of low-density aerogel nuclear fuels for use in fission fragment rockets and novel reactor design

I threw a $1k at it. It doesn't appear to be a scam given their academic credentials.

Twitter Link

Seems pretty dangerous to be honest what if he hits someone.

The state needs to allow the City to file for bankruptcy protection. Get rid of all the pension obligations and other contractual obligations is the only way to get this city's finances back in order. Won't be popular but should have been done a decade ago

Australian Golf Digest

REPORT: LIV Golf thrown stunning lifeline as $430 million rescue deal edges closer