Mohnish Pabrai on Why He Bought Constellation Software:
$CSU.TO $TOI.V $LMN.V
$CSU.TO $TOI.V $LMN.V
Disruptors…
$HOOD 📉→ brokers
$SOFI 🏦→ banks
$OSCR ⚕️→ health insurance
$ZETA 📺→ mar-tech
$NBIS 🎚️→ datacenters
$MBLY 🚘 → av & robotics
$AMPX 🔋→ battery tech
$PLTR 🧠→ enterprise
$FLNC ⚡️→ electrical grid
$TEM 🔬→ research
$LMND 🚗→ car Insurance
$DOCN ☁️→ cloud infra
$RKLB 🚀→ space
$ASTS 📡→ internet
$ONDS 🛸→ drones & defense
Who'd I Miss?👇
$HOOD 📉→ brokers
$SOFI 🏦→ banks
$OSCR ⚕️→ health insurance
$ZETA 📺→ mar-tech
$NBIS 🎚️→ datacenters
$MBLY 🚘 → av & robotics
$AMPX 🔋→ battery tech
$PLTR 🧠→ enterprise
$FLNC ⚡️→ electrical grid
$TEM 🔬→ research
$LMND 🚗→ car Insurance
$DOCN ☁️→ cloud infra
$RKLB 🚀→ space
$ASTS 📡→ internet
$ONDS 🛸→ drones & defense
Who'd I Miss?👇
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https://x.com/TheRonnieVShow/creator-subscriptions/subscribe
27 Bullish and Bearish setups analyzed heading into next week.
Detailed Technical analysis, levels, targets, and more...
Ticker List:
$NVDA $META $AMZN $NFLX $ZETA $OSCR $OUST $NBIS $MSTR $AVGO $ORCL $COIN $ASTS $SOFI $HOOD $IREN $CIFR $PATH $LMND $TSLA $PLTR $AMZN $ONDS $CRWD $MAGS $AMD $GOOGL
Subscribe for $10/month
27 Bullish and Bearish setups analyzed heading into next week.
Detailed Technical analysis, levels, targets, and more...
Ticker List:
$NVDA $META $AMZN $NFLX $ZETA $OSCR $OUST $NBIS $MSTR $AVGO $ORCL $COIN $ASTS $SOFI $HOOD $IREN $CIFR $PATH $LMND $TSLA $PLTR $AMZN $ONDS $CRWD $MAGS $AMD $GOOGL
Subscribe for $10/month
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RT Patient Investor
Stocks expected to more than 3X their revenue in the next 5 years:
Nvidia $NVDA: +211%
AMD $AMD: +297%
Broadcom $AVGO: +307%
Lemonade $LMND: +346%
Palantir $PLTR: +475%
Iren $IREN: +738%
Ondas $ONDS: +1983%
Nebius $NBIS: +4701%
ASTS Spacemobile $ASTS: +5400%
Stocks expected to more than 3X their revenue in the next 5 years:
Nvidia $NVDA: +211%
AMD $AMD: +297%
Broadcom $AVGO: +307%
Lemonade $LMND: +346%
Palantir $PLTR: +475%
Iren $IREN: +738%
Ondas $ONDS: +1983%
Nebius $NBIS: +4701%
ASTS Spacemobile $ASTS: +5400%
Stocks expected to more than 3X their revenue in the next 5 years:
Nvidia $NVDA: +211%
AMD $AMD: +297%
Broadcom $AVGO: +307%
Lemonade $LMND: +346%
Palantir $PLTR: +475%
Iren $IREN: +738%
Ondas $ONDS: +1983%
Nebius $NBIS: +4701%
ASTS Spacemobile $ASTS: +5400%
Nvidia $NVDA: +211%
AMD $AMD: +297%
Broadcom $AVGO: +307%
Lemonade $LMND: +346%
Palantir $PLTR: +475%
Iren $IREN: +738%
Ondas $ONDS: +1983%
Nebius $NBIS: +4701%
ASTS Spacemobile $ASTS: +5400%
They loved it then but hate it now…
$SOFI at $32 not $20
$IREN at $76 not $42
$CIFR at $25 not $15
$ZETA at $24 not $15
$FLNC at $33 not $17
$PATH at $19 not $11
$RKLB at $99 not $74
$ONDS at $15 not $11
$TEM at $104 not $55
$OSCR at $23 not $13
$NFLX at $134 not $77
$UBER at $102 not $72
$ASTS at $129 not $84
$UBER at $102 not $72
$NBIS at $141 not $100
$HOOD at $153 not $75
$PLTR at $207 not $135
$LMND at $100 not $65
$MSFT at $555 not $399
$META at $796 not $638
$AMZN at $258 not $204
$CRWD at $566 not $415
$SNOW at $280 not $176
$SOFI at $32 not $20
$IREN at $76 not $42
$CIFR at $25 not $15
$ZETA at $24 not $15
$FLNC at $33 not $17
$PATH at $19 not $11
$RKLB at $99 not $74
$ONDS at $15 not $11
$TEM at $104 not $55
$OSCR at $23 not $13
$NFLX at $134 not $77
$UBER at $102 not $72
$ASTS at $129 not $84
$UBER at $102 not $72
$NBIS at $141 not $100
$HOOD at $153 not $75
$PLTR at $207 not $135
$LMND at $100 not $65
$MSFT at $555 not $399
$META at $796 not $638
$AMZN at $258 not $204
$CRWD at $566 not $415
$SNOW at $280 not $176
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VIX 下降
$BTC $ETH 回涨
so far so good
这里看 Russell 2000 下跌，应该是 google finance 数据错误
实际是上涨 2% 的
Jimmy狐狸: 美股盘前，股价普遍反弹
$IREN 从盘后的最低 $29，到现在的 $37
市场终于反应过来，前两天是过度反应了吗
但盘前毕竟交易量小，需要开盘后确认。
这两天我疯狂加仓：
$GOOG
$TER
$TE
略加了一点：
$NBIS
$ASTI
$MU
我卖了很多 $PL ，清掉了 $LMND $ZETA $SERV
$BTC $ETH 回涨
so far so good
这里看 Russell 2000 下跌，应该是 google finance 数据错误
实际是上涨 2% 的
Jimmy狐狸: 美股盘前，股价普遍反弹
$IREN 从盘后的最低 $29，到现在的 $37
市场终于反应过来，前两天是过度反应了吗
但盘前毕竟交易量小，需要开盘后确认。
这两天我疯狂加仓：
$GOOG
$TER
$TE
略加了一点：
$NBIS
$ASTI
$MU
我卖了很多 $PL ，清掉了 $LMND $ZETA $SERV
Show More
美股盘前，股价普遍反弹
$IREN 从盘后的最低 $29，到现在的 $37
市场终于反应过来，前两天是过度反应了吗
但盘前毕竟交易量小，需要开盘后确认。
这两天我疯狂加仓：
$GOOG
$TER
$TE
略加了一点：
$NBIS
$ASTI
$MU
我卖了很多 $PL ，清掉了 $LMND $ZETA $SERV
今天如果仍然暴跌，那就是结构性熊市了。我会清掉所有的其他，集中到 $GOOG $TER $LQDA $TE
另外也要观察 $ETH 能不能守住 $1800， $BTC $60,000
$IREN 从盘后的最低 $29，到现在的 $37
市场终于反应过来，前两天是过度反应了吗
但盘前毕竟交易量小，需要开盘后确认。
这两天我疯狂加仓：
$GOOG
$TER
$TE
略加了一点：
$NBIS
$ASTI
$MU
我卖了很多 $PL ，清掉了 $LMND $ZETA $SERV
今天如果仍然暴跌，那就是结构性熊市了。我会清掉所有的其他，集中到 $GOOG $TER $LQDA $TE
另外也要观察 $ETH 能不能守住 $1800， $BTC $60,000
Stocks expected to more than 3X their EPS in the next 5 years:
Oracle $ORCL: +220%
Lemonade $LMND: +227%
Palantir $PLTR: +247%
Mercado Libre $MELI: +267%
Tesla $TSLA: +409%
Intel $INTC: +710%
Grab $GRAB: +875%
ASTS Spacemobile $ASTS: +1353%
Oracle $ORCL: +220%
Lemonade $LMND: +227%
Palantir $PLTR: +247%
Mercado Libre $MELI: +267%
Tesla $TSLA: +409%
Intel $INTC: +710%
Grab $GRAB: +875%
ASTS Spacemobile $ASTS: +1353%
RT Patient Investor
Stocks expected to more than 3X their EPS in the next 5 years:
Oracle $ORCL: +220%
Lemonade $LMND: +227%
Palantir $PLTR: +247%
Mercado Libre $MELI: +267%
Tesla $TSLA: +409%
Intel $INTC: +710%
Grab $GRAB: +875%
ASTS Spacemobile $ASTS: +1353%
Stocks expected to more than 3X their EPS in the next 5 years:
Oracle $ORCL: +220%
Lemonade $LMND: +227%
Palantir $PLTR: +247%
Mercado Libre $MELI: +267%
Tesla $TSLA: +409%
Intel $INTC: +710%
Grab $GRAB: +875%
ASTS Spacemobile $ASTS: +1353%
RT Patient Investor
Stocks expected to more than 3X their EPS in the next 5 years:
Oracle $ORCL: +220%
Lemonade $LMND: +227%
Palantir $PLTR: +247%
Mercado Libre $MELI: +267%
Tesla $TSLA: +409%
Intel $INTC: +710%
Grab $GRAB: +875%
ASTS Spacemobile $ASTS: +1353%
Stocks expected to more than 3X their EPS in the next 5 years:
Oracle $ORCL: +220%
Lemonade $LMND: +227%
Palantir $PLTR: +247%
Mercado Libre $MELI: +267%
Tesla $TSLA: +409%
Intel $INTC: +710%
Grab $GRAB: +875%
ASTS Spacemobile $ASTS: +1353%
同样的技术形态，换一个股票代码，可能连看都不会看。
可一旦叠加了宏大叙事或个人情感，往往就会变成一路死扛到最后。
每个人都会有一两只这样的股票，这很正常。但如果每一笔交易或投资都试图叠加宏大叙事或个人情感，结果往往不会太好。
@vikingeatmoon1
CyberCat: 最近很多朋友问我怎么看最近 $TEM 的暴跌，我想说的是成功的投资永远离不开时间的积淀和忍耐。 $LMND 和 $TSLA 作为我前两大投资，我持仓了5-7年，我都记不清中间腰斩过多少次了。我个人从来不会为短期股价波动感到担忧，我只关注长期基本面。
我之前说过 $TEM 给我了一些早年投资 $LMND
可一旦叠加了宏大叙事或个人情感，往往就会变成一路死扛到最后。
每个人都会有一两只这样的股票，这很正常。但如果每一笔交易或投资都试图叠加宏大叙事或个人情感，结果往往不会太好。
@vikingeatmoon1
CyberCat: 最近很多朋友问我怎么看最近 $TEM 的暴跌，我想说的是成功的投资永远离不开时间的积淀和忍耐。 $LMND 和 $TSLA 作为我前两大投资，我持仓了5-7年，我都记不清中间腰斩过多少次了。我个人从来不会为短期股价波动感到担忧，我只关注长期基本面。
我之前说过 $TEM 给我了一些早年投资 $LMND
Crazy Prices & Deals I'm Watching:
1. $PLTR - $125
2. $HOOD - $67
3. $SOFI - $18
4. $AMD - $170
5. $NFLX - $70
6. $NVDA - $140
7. $IREN - $25
8. $NBIS - $66
9. $AMZN - $200
10. $META - $530
11. $RKLB - $34
12. $OSCR - $12
13. $ZETA - $15
14. $FLNC - $12.50
15. $HIMS - $25
16. $ASTS - $61
17. $LMND - $50
18. $TEM - $50
19. $ONDS - $7
20. $TSLA - $300
21. $TE - $4
22. $AVAV - $271
23. $PGY - $15
24. $VRT - $102
25. $BE - $45
26. $CRWD - $300
27. $SNOW - $180
28. $PATH - $11
29. $TER - $148
30. $CIFR - $8
1. $PLTR - $125
2. $HOOD - $67
3. $SOFI - $18
4. $AMD - $170
5. $NFLX - $70
6. $NVDA - $140
7. $IREN - $25
8. $NBIS - $66
9. $AMZN - $200
10. $META - $530
11. $RKLB - $34
12. $OSCR - $12
13. $ZETA - $15
14. $FLNC - $12.50
15. $HIMS - $25
16. $ASTS - $61
17. $LMND - $50
18. $TEM - $50
19. $ONDS - $7
20. $TSLA - $300
21. $TE - $4
22. $AVAV - $271
23. $PGY - $15
24. $VRT - $102
25. $BE - $45
26. $CRWD - $300
27. $SNOW - $180
28. $PATH - $11
29. $TER - $148
30. $CIFR - $8
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