Rob’s Educated Guesses
@RobEducated
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Old hedge fund manager replaced fundamental analysis for narrative watching. I ain’t here on business, I am only here for fun.
Palm Beach, FL
Joined May 2013
Not popular sentiment but just as $amat sees digestion period, there will be a day when AI GPU and asic spend has that very same pause and digestion cept the mkt cap drop will be crisis forming $2t drop? . Thoughts ….
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If Scott Bessent was running money he would be all in short!.
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Not even opining on $cohr but these sellsiders are just unqualified to be analysts. Ok so you think it’s still good stock 36x 2025 nopat $120 but downside is to $40. Not boiler plate. Just opinion then word salad and nums to justify. This one is susq
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$NVDA telling reporters Rubin delay isn’t true. $amd sorry albeit might not stop your stock anyway. Only sell when Lisa talks.
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wtf happened to small govt Rs?. Fire intc ceo. Cut rates big . Tax exports to China. Each month list of things they decide grows. Remember this!.
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If Fubon is correct, would be a very big deal neg $nvda no 2026 Rubin.
1) Rubin redesign leads to more limited volume.2) TSMC CoWoS capacity to hit 130k in 2027.3) Blackwell Volume: 750k in Q1 25, 1.2mn in Q2, 1.5mn in Q3, 1.6mn in Q4.4) Broadcom is fastest growing CoWoS customer in 2026. Source: Fubon. $tsm $nvda $avgo
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RT @DestinLabs: $VVPR. $55 per share implied value?. Implied value is current stock price plus $5.15 per $10m spent. Vivo is spending $100m….
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Today’s release is major positive detail that $vvpr will be getting the XRP tokens via their Ripple shares. Makes the $55 value very real with XRP here.
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RT @spacanpanman: $ASTS: 🚨AST SPACEMOBILE UPSIDE CATALYST SEASON KICKS OFF WITH Q2 UPDATE ON MONDAY AUGUST 11TH. A REVIEW OF WHAT LIES AHEA….
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The really good news is no one owns $mndy or any software stocks, just mutual funds and indexes.
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$asts reports Monday night. Does it rip into the print ?.
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Still the biggest tool on the sellside in semis Tore Svanberg. This is his rational to like $powi @Stifel . Precision price to sales and price to book.
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What an absolute fraud Wes Edens and $nfe have been. Paid $3 dividend at like $45 because Wes owns so much wanted cash out. Faux ebitda entire time while telling good story. Good lesson for folks me thinks on true cash flow is king.
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Can the world say goodbye to Eric Jackson and his blathering fake picks, track record etc $open.
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IMHO ain’t nothing wrong w $glxy cept weak hands today.
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Lots of dipshit today. @BankofAmerica downs $on because didn’t like the “words”. Their estimates didn’t change at all. More chase or be chased out.
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Yes someone at @Citi has a job earning real money raising to buy and tripling their price target. $w. Truly bananas 🍌
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