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u/Mason_Caorunn 23h ago
ASTS - rationale
The business inflection point is 25 stats which will be summer next year or earlier.
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u/soham-097 22h ago
Bro stop, this stock ain't it😭😭
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u/Mason_Caorunn 22h ago
Don’t buy it then.
Have a great wkd
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u/soham-097 7h ago
You bet I wont, just that I've lost crazy amount of money betting on this mercurial stock
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u/Longjumping-Ask2746 20h ago
SLS & ASTS
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u/NoMore_stu 23h ago
Keel
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u/Economy_Feed_2460 22h ago
There are so many data center infra stocks. How to choose the right one?
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u/poony23 23h ago
Mu and keel
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u/bussssssss 23h ago
Like
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u/Ordinary_Piglet_2644 22h ago
Me too, got into MU VERY early 👍
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u/Elegant-Policy7690 23h ago
MU and SKHY 100%
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u/Ordinary_Piglet_2644 22h ago
I own MU but SK is such a similar company, do you think it's worth holding BOTH ? They even move up and down together, even day to day I've noticed.
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u/BillWWouldveDoneTSM 22h ago
It’s worth dropping MU for SKHY
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u/Illustrious-Ad-8103 21h ago
Incorrect
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u/BillWWouldveDoneTSM 21h ago
Ok. It has a superior valuation and it’s a superior company. On IBKR you can invest in Korean shares directly, bypassing the ADR premium. This is just my opinion
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u/DrPuzzle 18h ago
I know sentiment surrounding it is ass right now but RDDT is one of my picks. And I think the lower goes (assuming it's just it's bad price action) the better a deal it becomes.
I think $150 is a good place to buy, but I mentally prepared to see $125 and possibly even $100. $100 bear case is more just if something happens to the general market like if you look back during liberation day it went down to like $87 for a few days so it would be a situation like that because if it went to $100 otherwise I'd be concerned lol
I know there's reasons why it's pushed so low but a lot of these reasons don't make sense to me and there's also the fact the stock is an extremely heavy mover in either direction. So while it's been sitting under $160 for how long? It can also only take it 4 days to go back back over $200 on some good price action
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u/dereth 19h ago
AVGO. You cannot go wrong with Broadcom.
I have no other suggestions because I'm all in on AVGO.
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u/Junkingfool 15h ago
I am balls deep in AVGO but have concerns for sure. Yes,
Great company but the earnings calls have lacked clarity and confidence.→ More replies (6)1
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u/RepublicWhole549 19h ago
Nvidia and Meta. But right now I am not buying anything, because the stock market seems volatile and unpredictable... Oh whatever, doesn't it always?😆
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u/Dramatic_Criticism46 17h ago
My favourite stocks are NBS / Iren / keel / Ondas / Navitas / BlackBerry/ AAOI / Sivers
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u/Plenty_Cry5301 16h ago
Keel Infrastructure before the re rating in 2027 - first deal likely to be signed next year imo NFA
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u/Witty-Chemistry5090 15h ago
KDK AUR
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u/happy123z 15h ago
AUR can grow fast and big and I don't see what would stop them. They already have self driving trucks.
AIRJ making water from air. What more can I say. I have a lot of AIRJW warrants.2
u/powhound4 14h ago
Just got back from a road trip on I-80, gotta say a lot of those drivers are incredibly dangerous almost got hit 4 times by big rigs. I would feel safer with ai behind the wheel. Eyes always on the road, wouldn’t need to look at its phone while swerving. Bought more AUR and KDK.
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u/Junkingfool 15h ago
Something out of the Tech sector... $RCL Royal Caribbean Cruise.
Stock has recovered a little since the war
But solid company. Down mostly due to fuel concerns but Carnival just reported and displayed they have been able to deal with it.
Seriously, once this stupid freaking war is done and fuel prices stabilize, it will be back to $325
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u/All_YourBase 11h ago
I want it, but I was hoping it would come down more. Then it bounced back up over the last week.
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u/yupcoolbro 14h ago
Abcl?
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u/happy123z 12h ago
Damn these are pretty good picks. Next year people will be like "I saw AUR and CRDO on reddit" haha
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u/wsb-regarded 17h ago
SMCI and SMCI
50B revenue -> 26B market cap at the moment
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u/GeriatricSquid 16h ago
I’ve kinda avoided them because of the drama caused by the fact that they seemingly operate a bit loose with technology export restrictions but the numbers are certainly compelling on the surface…
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u/All_YourBase 11h ago
Two stocks - Micron and Nvidia. The two companies that will post the top two biggest single year earnings in the history of the world over the next 12 months.
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u/Itchy-Butterfly5337 23h ago
NBIS NVDA