$P 0.57 Developing

Notable posts

• @amitisinvesting bullish 924 eng

  $BE BLOOM GETS INTO THE S&P 500. Never. Doubt. Nancy. Other additions: Everpure $P and Illumina $ILMN. Deletions: The Trade Desk $TTD, Builders FirstSource $BLDR, Coors $TAP. Seems like the S&P committee wants AI growth & the companies with those earnings are getting in!

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• @TrendSpider neutral 689 eng

  🚨 S&P REBALANCING ADDITIONS, S&P 100: -Dell $DELL -Palo Alto Networks $PANW -Arista Networks $ANET -Sandisk $SNDK ADDITIONS, S&P 500: -Bloom Energy $BE -Everpure $P -Illumina $ILMN DELETIONS, S&P 100: -Honeywell Aerospace $HONA -Nike $NIKE -Simon Property Group $SPG -Colgate-Palmolive $CL DELETIONS, S&P 500: -Trade Desk $TTD -Builders $BLDR -Molson Coors $TAP

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• @StockSavvyShay bullish 400 eng

  Holy moly $P is up nearly 20% today. At the start of the year I called Everpure the next AI rerating after memory and bought $75 2028 leaps at $20.50. Now the stock now pushing above $130 and those options have officially tripled. My thesis was that once AI runs everywhere then the next constraint becomes how efficiently all that data is fed, stored, retrieved and managed. Thats starting to show up in the numbers with Everpure now guiding FY28 revenue to $7.2B versus $6.2B consensus while Scale AI, Modern Data Software and Hyperscale Solutions could reach ~20% of revenue by FY30.

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• @wallstengine neutral 265 eng

  S&P 500 index changes: Joining: $BE Bloom Energy $P Everpure $ILMN Illumina Leaving: $TAP Molson Coors $TTD Trade Desk $BLDR Builders FirstSource

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• @StockSavvyShay bullish 203 eng

  At the start of the year I called $P the next AI rerating after memory and bought $75 2028 leaps at $20.50. Once models are running everywhere then the constraint becomes how well you can feed, store, retrieve and manage the data exhaust of intelligence. With the stock now running towards $120, those options have officially tripled.

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• @Venu_7_ bullish 225 eng

  My current view on the market: Software is where I think the new leaders will emerge. Many are currently breaking out of massive Stage 1 bases after months of institutional accumulation. Semis are the existing leaders that just went through a much-needed reset before starting their next leg higher. Don’t get confused by day-to-day price action. IMO, it’s better to have exposure to both rather than trying to pick one side. That’s one of the reasons I currently have roughly 40% in Semis + 40% in Software. Software leaders: $PLTR $SNOW $NOW $TWLO $ABNB $SHOP $MELI $FIVN $RNG $CART $TTWO $ZM $SE $IGV $TEAM $RBRK $CRWD $PANW $ZS $FTNT $NAVN $MDB $FROG $NET Semi / AI Infrastructure leaders: $NBIS $NVDA $AVGO $MU $TSEM $CRWV $LITE $COHR $AEHR $COHU $FORM $ANET $DELL $HPE $TSM $KEYS $APH $TER $P $CRDO

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• @Venu_7_ bullish 135 eng

  If Semis make a comeback after $NVDA earnings tonight, these are the names worth having on watchlist: $LITE - Optical/AI connectivity $NBIS - AI infrastructure $ANET - AI networking $P - Storage All 4 are stronger than most Semi/AI names right now. https://t.co/sxbJQF6nU3

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• @wallstengine bullish 114 eng

  $P GUIDES FY28 REVENUE WELL ABOVE CONSENSUS Everpure, formerly Pure Storage, sees FY28 revenue of $7.0B-$7.3B, up 39%-45% Y/Y and well above the $6.19B Est. Newer growth areas including Scale AI, Modern Data Software and Hyperscale Solutions could reach ~20% of revenue by FY30 https://t.co/H1ALccv0z7

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