astonvilla

All of this is true. In addition, when someone raises a question or challenges his perspective, his response can often come across as dismissive and disrespectful. Rather than encouraging an open discussion or considering different viewpoints, he sometimes gives the impression that his perspective is the only valid one.

he gets out. gives some weird reason every time. goes against his thesis of holding stock short to medium term.

its old i think

So many of these have already run up. You had mentioned ADEA in another thread. Does it fit in any in of the layers

Rumours that Softbank or another big name might make strategic investment in Nebius :pimp:

NEBIUS ADDED TO NASDAQ 100. lets fricking go. :dude:

he also bought TE today. just in case you all are interested

wow, how realistic are these predictions. is this group well respected. This is retire type of money for me if it reaches that price point

TACTICAL TRADE: OPEN $ARRY $9C Aug 21 $1.54 avg. @ 1.5% weighting

I really like the setup on solar right now. It has been politically suppressed, but evidence across the power capacity buildout, including the image I shared (here: LINK a few days ago regarding Texas ERCOT capacity adds, which were basically half storage and half solar.

Array Technologies sells the equipment that makes large solar farms more productive. Instead of installing solar panels on fixed metal racks, a utility-scale solar project can install panels on ARRY’s solar trackers, which rotate panels during the day so they follow the sun. That increases energy production and can lower the cost per unit of electricity. 81% of their revenue comes from the U.S.

The company has debt, which is manageable, but they are currently sitting on a $2.4 billion orderbook with a $2.4 billion EV (which includes debt, obv). Trades at a P/E of 7 and a forward P/E of 6 at 1x sales.

Perhaps the most interesting component? The stock's **short interest is 20%**

I think the daily AND weekly charts are at a high risk-reward entry point with all the moving averages stacked tightly below price. The entire sector is setting up. All the solar charts look nice (including our initial position in $SHLS).

The vast majority of ideas I share are medium-term to long-term. This is a shorter-term tactical trade into the summer, based mostly on A) the technical setup, B) the short-interest, and C) the thematic relevance. <@&933985135391547462>

Nvidia CEO apparently gave a shoutout to NBIS in Asia and thus the premarket rally

the timing sucks for today as it may be a sell off day due to Iran US escalation. but long term this hopefully rips.