Nick (Positive Investing) @PositiveInvst
ex-Finance YouTuber with 75,000+ subscribers. Now posting my thoughts on X. Joined January 2020-
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So many of the Memory/Neocloud/Power names are sitting at interesting support levels. Let's see if we continue selling next week, or if this is the interim bottom... Some names to check out: $SNDK $BE $NBIS $MU $RIOT $CLSK $POWL $APLD $AVGO $MRVL
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The unwind is usually quicker and more volatile than the way up. That being said, it’s healthy for these pullbacks. $SNDK $MU $DRAM
$RDDT
Feels like $RDDT is being surpressed. Everything points me to this being a massive mover in the next few months…
@SixSigmaCapital I think we all know what the answer is. It’ll just take time to play out though. This time is not different!
Juicy indeed $META
Buying proven quality names when it feels uncomfortable has led to the biggest winners for me. Couple this with overwhelming bearish sentiment and you have a juicy setup. $META 👀
$META announcement isn’t good news for the bottleneck folks. By definition if there’s excess compute, we are not constrained… $NBIS $MU $SNDK $IREN $CRWV
@mukund @Polymarket I’m curious why. Maybe because Netherlands typically makes it further in knockouts. Or maybe because they have a height advantage lol
@mukund That would be an exciting one. They have a good team this tournament
@mukund The USA is the favorite to win by far. But during WC time, anything can happen…
Excellent video for $TSLA shareholders on current state of the business
@kevinxu Apparently it just sells off 3-5% daily
$PLTR very out of favor. But not hitting extreme fear yet. My guess is probably a short term bounce soon and then another leg lower.
Looks like the beginning of the midterm correction?
Keep in mind, $NVDA is still posting monster growth numbers and smashing expectations - yet the stock is flat. Memory names can continue posting monster numbers and also go through a similar consolidation $MU $SNDK
@MitchMartan98 Sub $100 is good enough to start DCA
$PLTR is going to test the 200 weekly MA.
@StockMarketNerd Waiting. Not the worst idea to start nibbling but I’d like to see sub $100
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