PK_Fund (@pk_fund) 's Twitter Profile
PK_Fund

@pk_fund

Just my opinions and a few facts. Definitely not advice. If I'm talking about it, I own it. Bean and Luna make my stock picks

A die-hard One Piece fan🚤🏴‍☠️

ID: 1797531896769114113

calendar_today03-06-2024 07:34:46

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$SMCI weak hands have been successful shaken out, their shares robbed by the MMs and shorts are now scrambling to cover before we fill the gap to $57 and retest $65… good job team ✅

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$ASTS Bell Canada announced its first space-based video call today, joining Vodafone (UK), Rakuten (Japan), Verizon & AT&T (US). These five operators, with ~760M subscribers, will launch ASTS's D2D satellite mobile broadband services globally over the next year. who's next?

$ASTS Bell Canada announced its first space-based video call today, joining Vodafone (UK), Rakuten (Japan), Verizon & AT&T (US). These five operators, with ~760M subscribers, will launch ASTS's D2D satellite mobile broadband services globally over the next year. who's next?
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$VKTX As I was told before. BL to Stifel “As for the high D/C rates, VKTX indicated that it was likely due to "pill fatigue", with some clinical trial sites reporting that patients had trouble with the size and quantity of tablets for each dose—tablets were only available as

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$UNH get ready for the 362/363 break out. It’s coming standby bulls Ps bears fuck u. You had 400$ of share loss and your time is over. The opportunity to win is now over. If you didn’t short at 600 fucking dollars you are now trying to scrape Pennie

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$ONDS Updated Valuation on Rift with current shares outstanding. Even with 50% discount on a 10X multiple, this product alone is worth 11. On 20X multiple with 50% discount, it's 22. Yesterday I put out a 23PT on 900M backlog over 5 years. Enjoy!

$ONDS Updated Valuation on Rift with current shares outstanding. Even with 50% discount on a 10X multiple, this product alone is worth 11.  On 20X multiple with 50% discount, it's 22.     

Yesterday I put out a 23PT on 900M backlog over 5 years.    

Enjoy!
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$ASTS New Glen is ready to go. Blue Origin will certainly expedite these launches. Abel and Jeff Bezos are more then just acquainted. There is more going on.

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$SMCI $AMD I think we made it!!! OpenAI, nebius, coreweave have been demanding data centers in an unprecedented way, driven by a non stoppable Capex spending from the hyperscalers. OpenAI just announced multi $100 B deal with AMD.

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Semis like $AMD build the foundation; companies like $BGM build the intelligence on top. Infrastructure wins first, but software catches up faster. $NVDA, $SMCI, $BBAI, $QBTS, $AAPL, $GOOG, $MSFT, $NBIS, $ASTS, $SMCI, $UNH, $RCAT, $ONDS

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$SMCI $BGM $AIFU Investing doesn’t need to deliver quick big gains—the key is to move step by step and build steadily.

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$SMCI Early last week when it was struggling around $46, if anyone would offer $54 by now, we would take it in both hands. Great progress so far. For longs, it’s a big win. It bothers only when you buy, sell, take profits, rebuy, etc. Stay the course, ultimately, it will hit