Joe @joedab12

Semi retired entrepreneur and investor. Salsa dancer and follower of Christ. My favorite app is Quartr. Las Vegas, NV Joined March 2013

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Joe @joedab12

3 days ago

percentages matter, but $nvda scale is remarkable. The 7.3b QoQ increase alone is more revenue than $PLTR total revenue in the last 10 quarters combined.

Beth Kindig @Beth_Kindig

3 days ago

percentages matter, but $nvda scale is remarkable. The 7.3b QoQ increase alone is more revenue than $PLTR total revenue in the last 10 quarters combined.

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$SMCI great risk:reward here. Blackwell ultra ramp is going better than expected and SMCI skipped shipping any gb200s to really nail the ultra systems. They also think their infrastructure/cooling biz will grow to 20-30% of total revenue. Watch out $VRT(still long)

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Joe @joedab12

a week ago

so 80% chance eth to da moon right @fundstrat 😎

QE Infinity @StealthQE4

a week ago

so 80% chance eth to da moon right @fundstrat 😎

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Joe @joedab12

a week ago

I want to see the fed cut by .125% or 12.5 basis points. Signal a slowwwww cut cycle but really have almost zero impact on the fed funds rate immediately. Would really confuse markets and make it even more of a traders/stock pickers market

QE Infinity @StealthQE4

a week ago

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Joe @joedab12

a week ago

$BE starting to look like $PLTR did the first time it got to 80. Doubling down on next pullback. BE is DOUBLING capacity by end of 2026 to GW per year. Market cap is only $12b.

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Joe @joedab12

3 weeks ago

$BE basically said their TAM doubled and nobody noticed. I added a couple hundred shares today. Would love a couple thousand on a real market pullback.

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Joe @joedab12

3 weeks ago

Beth has got to be talking about $BE. Clearly this is their specialty and I am bullish AF on this company even with the market seemingly “frothy” or “toppy” but I also am up to 42% cash in my account.

Beth Kindig @Beth_Kindig

4 weeks ago

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Joe @joedab12

4 weeks ago

this is exactly whats been happening for the last 30-40 years. Every major “crisis” leads to more of this. The middle class is shrinking and the rich get richer (people and companies)

The Kobeissi Letter @KobeissiLetter

4 weeks ago

this is exactly whats been happening for the last 30-40 years. Every major “crisis” leads to more of this. The middle class is shrinking and the rich get richer (people and companies)

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Joe @joedab12

4 weeks ago

$MU HBM is just getting started. The inference phase of AI is where MU shines the most. They’ll be to inference what NVDA was to training, and by that I mean THE CLEAREST WINNER(along with $TSM and $ORCL but MU way more upside than TSM at current valuation IMO)

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Joe @joedab12

6 months ago

$VRT what happens when management finally gets their wish and Vertiv gets into the S&P500 like they deserve? All criteria is met and they are critical for the ai buildout. Guessing the price goes way up. Why wait and chase? In at 87 after selling at 110 to buy $ORCL at $120

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DonCorleone77 @CorleoneDon77

9 months ago

$ATOM $AVGO $AAPL $STM $GFS Here are a few facts as I understand them (someone please feel free to correct me if I am wrong): -- SOITEC has talked about implementing ATOM tech into their RFSOI wafers. -- Global foundries has talked about buying newest RFSOI wafers…

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Joe @joedab12

a year ago

$ENVX what happens when Apple inevitably announces a deal with OpenAI, likely to integrate Chat GPT into iPhones, possibly replacing Siri? That could really be an eye opener for many. Apple won't be their 1st or 2nd customer but the need for what ENVX does will be magnified.