$VOO @vuinvests
Stocks/Options | Bay Area Real Estate | Politics - Regularly posts trades. - Tweets are opinions/entertainment. - Not a financial advisor. San Francisco, CA Joined May 2021-
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It actually does not make sense that $NOW is down almost 60% from all-time highs. Let’s wait til the next earnings.
@onlyfanons Hard to take anyone seriously when their data isn’t honest. Same database for office vacancies.. except I moved the start date to when Daniel took office (1/8/2025).
The US just made American quantum a national priority. American supply chains. 🇺🇸 So here's a map of the ecosystem, layer by layer. The machine builders (pure-plays): ➟ $INFQ ➟ $RGTI Trying to build the quantum computer itself. Foundries (who fabs the chips): ➟ $GFS (just got $375M from CHIPS) ➟ $SKYT ➟ $TSEM. Chip-making equipment (the purest picks and shovels): ➟ $AMAT ➟ $LRCX ➟ $KLAC. They enable the qubits to be built at all. Lasers and photonics (key for trapped-ion and photonic): ➟ $COHR ➟ $LITE ➟ $MKSI. RF and qubit control (signal generation and readout): ➟ $AMPG (my fav pick) ➟ $KEYS ➟ $ADI. This is the layer that generates and reads the qubit signals. Test and metrology: ➟ $KEYS, $FORM, $BRKR. Characterizing and probing the devices, including cryogenic wafer testing. Software and cloud: ➟ $IBM ➟ $MSFT ➟ $GOOGL ➟ $NVDA The platforms and algorithms. Post-quantum security: ➟ $LAES ➟ $ARQQ ➟ $BTQ Protecting data against future quantum attacks. Two honest warnings. First, most of the big names (AMAT, KEYS, NVDA, etc.) are diversified giants where quantum is a tiny sliver of the business, not pure plays. Second, watch out for name traps: some tickers just slap "quantum" on the name to ride the hype. Always check what a company actually does. Where do I personally focus? $AMPG. Micro-cap, makes the cryogenic amplifiers that superconducting machines need, and it's undervalued on its 5G business alone, with quantum as the free optionality. But that's my position, do your own work on all of these. Not financial advice. I'm long $AMPG. DYOR. 📡
@hamedinsf Just the way I like it. If you don’t like it pass the controller to someone else. 🤣
I’m doing the same here. Buying more when people are fleeing. If you’re day-trading it’s a different story. If you’re longterm investing, ignore the noise.
People freaking out about $NOW recent price action should take a look at $MU. Remember in March when they had a blowout earnings report, guided higher and made known of memory shortage? The ticker dumped for 2 weeks. Those that had conviction just bought more.
Bullish for 🇺🇸
BREAKING: The US plans to cut defense aid for Israel.
I love you, Lam Research. $LRCX keeping my portfolio green bean today.
@918grappler @aporia9n I’m coping hard in my lovely Bay Area home. Getchu one.
@yummimeow @aporia9n I agree with you, by the way. I save aggressively but also have enough to enjoy myself and take care of my family. 🙂
@yummimeow @aporia9n Original post is kinda generalizing every tourist to a social media influencer archetype. That in itself is stinky. My reply is really so people don’t feel guilty/shamed about spending money to experience things in their mid-20s/30s. It’s all a balance.
@aporia9n I’m sure there’s people guilty of just doing that. An example for me is I see pictures of Sunset Cliffs in San Diego and am still blown away or am in awe when I see the actual view with my own eyes. I’m sure some would feel the same way about this Santorini view.
@aporia9n How’s it different than going to Louvre and lining up for the Mona Lisa? It’s not your fun, it’s someone else’s fun. 🙂 You seem to have a very cynical perspective on this. They’re seeing a view that I haven’t seen myself. To that I think it’s pretty cool. 🤷🏻♂️ To each their own.
@CS5inNS @StockOptionCole You didn’t have 10% of the technological advancements in consumer electronics in 1999. A computer was like $3-4K as well.
$WULF open up the pit!
US APPROVES PLAN FOR AI DATA CENTERS TO CONNECT TO GRID - AP
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