Not gonna lie, this is getting pretty intense. $NEBIUS(NBIS)$ is now contracting with $BOOST RUN INC(BRUN)$ for $2.4B. As if achieving exemplar status with $NVIDIA(NVDA)$ wasn't enough... Now, according to yesterday's deck, they've got a premier neocloud listed as a customer. They're free cash flow positive and guiding for a 1,233% ARR expansion to over $400M in FY26. Honestly, this kind of growth trajectory combined with a marquee customer lineup is what you see in companies that become legendary. It feels like $NEBIUS(NBIS)$ is quietly building something massive.
$NIO Inc.(NIO)$ It’s been a couple days after NIO jump of +12% with 100M+ volume, the NIO SP is down now but IMO it’s a short trap where all shorted shares can be accumulated more and more. NIO is doing well and gaining more market share and the current price is way more than a bargain. Retail investors can’t push NIO up but I believe we have a long hedge funds accumulating NIO shares more and more. The big jump and continue pulling up is on the way!!!!! 💵💵💵💵💵💵💵💵💵💵💵💵💵💵💵💵💵💵💵💵👍👍👍👍👍
$Advanced Micro Devices(AMD)$ I’m bearish here, but this is up 750% in 5yrs. What are you smoking? This has been a fantastic stock for those who got in when it was wildly undervalued. Now it’s a bit overvalued. But in the long run, I’d never sell my shares. You have to understand that the vertical is simply not done growing and with it AMD will continue to grow. It’s just that right now it’s valued at a price that says it will grow so much faster than it is. Still a $100+ stock no doubt though. Which makes it still 400-500% gains in 5yrs. What else is gaining that much that fast? Not a lot else. This is a great company. Just a tough stock to own in this very moment. Dont get it twisted.
$NVIDIA Corp(NVDA)$ I’m bullish on NVIDIA but always felt the stock should’ve split in 2026. It doesn’t run like it use to after the split and i’ts toppy. It’s easier to move an ice cube vs an ice berg. Either way I expect to see 200 by mid next year.
$SUPER MICRO COMPUTER INC(SMCI)$ Some research suggest that SMCI receives new contracts and payments early then...delivers later making the accounting difficult for some. Problem is -- the Hidden Burgers usually take short positions on the stocks it puts out investigative reports on.....Checkout the Adani group.....this will take long but i am keeping long to recover or do better than that
$SUPER MICRO COMPUTER INC(SMCI)$ People are not paying attention to what is going on here. They will release earnings next week after hours. They will demonstrate what every AI infrastructure company has been screaming about - AI is BOOMING! Explain it any way you want - liquid cooling, Blackwell, etc. It's a once in a lifetime craze! If they have to change accounting practices via a late 10-K that's fine...it's already expected and built into the stock price!
$Micron Technology(MU)$ The best thing about this beating and raising guidance is that computers, laptops, cellphones is still on a recovery mode. Can you imagine when these cyclical gadgets start to recover? SK Hynix moving closer to 52 week highs will most likely imitate NVDA. Makes sense, it’s a supplier of NVDA. I expect MU to hit a new 52 week highs as well after hitting an all time highest record revenues and guidance last qtr.
$Advanced Micro Devices(AMD)$ I don’t think AMD will hit $250 this year. Maybe in a next few years with some work but I don’t see it happening. We’d be lucky to see $190 EOY, and that’s being hopeful at this point. I’m really hope this quarterly report will exceed expectations and really give it a push, maybe then I’ll just sell my shares and move on to something more worthwhile.
$Amazon.com(AMZN)$ Companies shed underperforming businesses all the time. To think that laying off 300 employees would cause the sell off that it had is pretty funny. My observation is this: even though sales might have been lower after the Covid pandemic was over, customers developed new habits (30 times rule), and like the convenience that Amazon offers with better selection, stock supply, and prices than traditional stores is now an established routine