david brandão (@davidbrandao_01) 's Twitter Profile
david brandão

@davidbrandao_01

ID: 1747072257606770688

calendar_today16-01-2024 01:45:02

1 Tweet

22 Followers

98 Following

Babyfolio (@babyfolio) 's Twitter Profile Photo

$CRDO is so underappreciated. It feels like $NBIS post $MSFT deal, where the grasp of what's to come isn't fully comprehended. $CRDO entering optics isn't new, but it was never priced in, the new acquisition proves it's not just noise, it's real TAM unlocked, and we all know

Dr. Tomislav Marinovic (@drtomslens) 's Twitter Profile Photo

Peptides for $HIMS is like Costco realizing the rotisserie chicken wasn’t the end game, the membership habit was. Peptides pull customers in. The real value is in the recurring basket of care built around that relationship, and the data that comes with it.

david brandão (@davidbrandao_01) 's Twitter Profile Photo

After this $TSM earnings AI names should pump higher, loved the guidance and comments on the S/D imbalance "demand outpaces supply by 3 to 1", easy but not that easy execution 🚀🚀

Reads with Ravi (@readswithravi) 's Twitter Profile Photo

“Greatness does not come out of intelligence, it comes from character. Character is not formed out of smart people: it is formed out of people who have suffered.” — Nvidia CEO, Jensen Huang

Ramy (@teslaxplored) 's Twitter Profile Photo

On the Tesla Q1 Earnings call Wednesday: $tsla 😅😅😅 Elon: - 69% of US population will be covered with Unsupervised RoboTaxis - You’ll be able to sleep in your car before December 2026 - The future should look like the future - Tesla Optimus is the infinite money glitch -

david brandão (@davidbrandao_01) 's Twitter Profile Photo

Today for $TSLA it's only about guidance, forget the EPS and margins of the EV business. We want chips, BESS business and most of all optimus on schedulle. If we slip on timings $330-$350 tomorrow. I am either buying the dip or the chase 🚀🚀

david brandão (@davidbrandao_01) 's Twitter Profile Photo

The hedging power that neo clouds have been delivering in my portfolio is actually insane, through red days or software disruption fears $iren and $nbis have been printing green, insane 🚀🚀

david brandão (@davidbrandao_01) 's Twitter Profile Photo

$HIMS is giving me vibes of $NBIS a few months ago. Business being consolidated and improved dramatically as we speak. Price will respond at some time in a violent way 🚀🚀

david brandão (@davidbrandao_01) 's Twitter Profile Photo

I do not want to sound bearish but I believe $iren closes below or at 50 today. These investment banks will drag this down for calls to expire otm today, just a thought

david brandão (@davidbrandao_01) 's Twitter Profile Photo

When $MU and $SNDK sign multi-year commitments of memory with an hyperscaler (just like $NBIS or $IREN) signalling a supercycle instead of a shoter lived cycle these stocks will go even more parabolic, that's the right vision for a company looking to give shareholders visibility

david brandão (@davidbrandao_01) 's Twitter Profile Photo

I almost laugh at the manipulation that is going on with $PLTR, it's obvious that these guys do not want to payout the massive amount of calls expiring this friday. Once we clear this week we wil resume the bull run to 160 and then 170

david brandão (@davidbrandao_01) 's Twitter Profile Photo

$TSLA playbook since earnings will be the exact same thing that happens to $PLTR, sell off and then rip. Earnings week is always a mess due to opex dates.