Lin (@speculator_io) 's Twitter Profile
Lin

@speculator_io

Speculator & Investor since 2013 | Former Engineer & VC | Future Optimist |
Here to help you make better investment decisions

ID: 1266015689216843776

calendar_today28-05-2020 14:37:30

4,4K Tweet

42,42K Followers

500 Following

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The best time to buy a pullback is when the weight of the market drags the stock down, not when it's hammered while the market is rallying.

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The leading sectors right now: Energy: $GEV $NRG $TLN $CEG $VST $BE Nuclear: $LEU $OKLO $BWXT $UEC Semis: $NVDA $AVGO $TSM $AMD $STX $CDNS Networking: $CRDO $CLS $ALAB $AMSC $NVTS $ANET Data Centers: $ORCL $NBIS $VRT $SMCI Hyperscalers: $MSFT $META $GOOGL Software: $PLTR $APPF

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The clearest bet for this decade is energy. AI, chips, data centers, robotics, electric vehicles, self-driving cars... None of them work without power. They all need electricity. A lot of it.

The clearest bet for this decade is energy.

AI, chips, data centers, robotics, electric vehicles, self-driving cars...

None of them work without power. They all need electricity. A lot of it.
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I’m blown away. Hundreds of investors from around the world visited the page, and in less than 3 hours, all 100 codes were gone. I’ve received tons of DMs asking me to extend the offer. So, it’s back and live for the next 24 hours. Grab it while you can.

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The demand for data centers is insane. It’s about to to double over the next three years. That means more power, more servers, and more infrastructure. The impact is already clear. Many AI infra stocks are crushing earnings and expectations. Earnings beats so far:

The demand for data centers is insane.

It’s about to to double over the next three years.

That means more power, more servers, and more infrastructure.

The impact is already clear.

Many AI infra stocks are crushing earnings and expectations.

Earnings beats so far:
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Earnings season is almost over. So, here are some of the best earnings reactions this season: FinTech: $HOOD $SOFI $DLO $LMND $PGY $PRCH Networking: $RMBS $ANET $ALAB $CLS Hyperscalers: $MSFT $GOOGL Data Centers: $NBIS $APLD Software: $PLTR $XMTR Energy: $GEV $RYCEF $GNRC $BWXT

Earnings season is almost over.

So, here are some of the best earnings reactions this season:

FinTech: $HOOD $SOFI $DLO $LMND $PGY $PRCH
Networking: $RMBS $ANET $ALAB $CLS
Hyperscalers: $MSFT $GOOGL
Data Centers: $NBIS $APLD
Software: $PLTR $XMTR
Energy: $GEV $RYCEF $GNRC $BWXT
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The very best companies tend to have three things in common: 1. Led by a visionary founder 2. Positioned in a fast growing market 3. Offer a unique product that's hard to copy

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The best way to find leaders in a correction is to look for strength. Focus on stocks that hold steady or even go up while the market or their peers go down. When the correction ends, they are usually the first to break out.