Pradeep K 👤 @BitDeepu

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Pradeep K 👤 @BitDeepu

a month ago

$TMDX at ~$69 is a gift if you believe the math. Reaching management's $3B revenue tgt by 2032 with a 30% operating margin means EPS grows at nearly 47% through the decade. Throw in the new CHOPS system and a European logistics expansion, and this moat is completely unmatched.

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John Trades MBA @JPATrades

2 months ago

Someone just sold $2,170,000 worth of $DELL puts that expire next month $DELL & $NVDA deliver a keynote together on May 18th

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Pradeep K 👤 @BitDeepu

2 months ago

🧵 AI infra flows like a waterfall: GPUs $NVDA $AMD ⤵️ storage boom $MU $WDC $STX $SNDK ⤵️ cooling & networking $VRT $ETN $COHR ⤵️ power crunch $CEG $NEE $GEV ⤵️ software $CRM $NOW. Each wave hits a bottleneck. Smart money rotates to the next constraint. #AI #Stocks

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Pradeep K 👤 @BitDeepu

2 months ago

The Play: While retail chases the 3,000% gains in storage stocks ($SNDK), smart money is rotating into Phase 3 (Cooling) and Phase 4 (Nuclear/Grid). #AI #Investing #StockMarket #DataCenter #TechTrends2026

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Pradeep K 👤 @BitDeepu

2 months ago

5. The Utility (2028+) — [THE PAYOFF] • Focus: Software Monetization & Agents. • Winners: $CRM, $NOW, and AI-native startups. • The Vibe: "Is this actually making us money yet?"

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Pradeep K 👤 @BitDeepu

2 months ago

What Comes After the Storage Boom? If you feel like you missed the Nvidia train in '24 or the SanDisk/WDC moon mission of '26, you need to understand the Sequence. Capital flows like a waterfall through physical bottlenecks. Here is the ‘26–‘28 roadmap:

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Polymarket Money @PolymarketMoney

2 months ago

$NVDA CEO Jensen Huang and $DELL CEO Michael Dell will deliver a keynote at Dell’s event on Monday, May 18. AI infrastructure is the obvious focus as Nvidia and Dell keep deepening their data center partnership.