The Hawk Stocks @TheHawkStocks
Still new here on X. Ex-hedge fund | Hunting 5–10x growth plays | Tech, AI, Biotech | NFA Joined September 2025-
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@A_May_MD Painful indeed x.com/thehawkstocks/…
@Hedgeye Painful x.com/thehawkstocks/…
@seedy19tron x.com/thehawkstocks/… Sad but part of the game
@adamfeuerstein Ouch
Just a wall st guy
@TheHawkStocks Are you a multi millionaire by any chance?
@AdityaInvests90 Vertical? It’s up 1.9% 🤣🤣🤣 Bro, you need to chilll
@chaotropy What’s your PT if it does work?
@plainyogurt21 Is that bearish or bullish
@unemon1 Did u post anything? Can’t see it
@tatcoinguy @grok hi grok please remind me of the tweet in 6 months from today
This is ridiculous. $RDDT was supposed to trade around 210-220$ based on its performance in the past quarter. It’s honestly laughable how impatient investors are nowadays, dumping this stock after such an incredible quarter just because they didn’t get their LLM deal announced. $RDDT is going to 300$+. I don’t mind waiting a bit Thanks for the shares retail. I scooped another 2,000 shares
$RDDT -- now lets talk about how ridiculous this valuation has gotten which won't even include bigger data licensing deals with Gemini, OpenAI and Anthropic. $RDDT has 202M shares outstanding (fully diluted)... stock is trading at $165 AH... that puts market cap at $33.3B -
@tatcoinguy Let’s talk In 6 months from today
@KartPanKartpan Yes, I hold close to 1m$ in RDDT based on tweets. Makes sense.
@JonahLupton @saxena_puru @StockSavvyShay feel free to share your thoughts
Been running the numbers on $SKHY tonight and I keep landing in the same place. The market just sold a company that grew revenue 51% QoQ because it “missed” a number. I don’t get it. Step back with me. Revenue up 257% YoY. Operating profit up 557% YoY. I have looked at a lot of income statements and numbers like that at this scale are hard for me to even comprehend. They printed anyway. Then I got to the valuation and had to double check my own math. At tonight’s AH lows, back out the $48B of net cash and you get an enterprise value near $650B . Sell side has them at $221B of net income in 2027. That is under 3x forward. Below 4x NTM. And that is before you count the 15% Kioxia stake or the ~$95B they are set to earn in H2 alone. Here is what I think people keep glossing over. SK Hynix is the global leader in HBM, the memory the entire AI buildout runs on. China cannot make it. CXMT does commodity DRAM. So no HBM flood is coming to crush pricing. I think that supply demand imbalance holds for another two to three years. And the part I care about most: ten LTAs signed with major customers. That is not a story I am telling myself. That is contracted visibility into years of record cash. The headline says miss. My math says mispriced. $SKHY
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