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Eplus Inc

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Love all in conviction plays, he’s not in options so that’s definitely a plus. If OP sets a stop loss at $12 he’ll prolly be fine. His thesis states he believes it’s completely bottomed so even setting it at $12.50 is reasonable.
Samsung denied cutting prices to HBM3E. Plus why would they when even Samsung is sold out with no additional capacity until 2027. Couldn't make more if they wanted to.
Why do you people care about money you don't have, to buy 100-year bonds from Google? Institutions buy 'em. They've got more money than they know what to do with, plus if Google goes bankrupt, bondholders get the first dip. There's also the secondary bond market where they can sell.
#TLDR --- **Ticker:** XLU **Direction:** Up **Prognosis:** Jan 2027 $60 LEAPS **Bottleneck:** Physics (You can't Amazon Prime a substation) **Thesis:** AI runs on electricity, not vibes. New GPU clusters require ungodly amounts of power, and the US grid is ancient. Tech giants are panic-buying power contracts. While everyone fights over SaaS stocks, utilities have a monopoly on the actual fuel for the AI revolution. Rate cuts plus massive capex spending means this "boomer" sector is about to rip.
If this is true be ready for a world of hurt. Most people forget that before the GFC, oil went to $147 before the Lehman collapse. I believe high energy costs broke the weakest leg which was housing at the time. If energy costs skyrocket it will break our system. Why? because energy underpins the whole economy and is an input into everything we do. High private debt levels plus high cost of energy is a huge liquidity event.
Yup, I am using those tools plus the one provided by thinkorswim, which is pretty powerful although a little intimidating at the beginning. I might follow this trade with just a couple of spreads, if I'm reading this right the risk is relatively limited, my understanding is that you're at worst on the hook for the difference (times 100) plus the initial cost to get into the spread. Anyway, did I read your post right? When you say call spread 23/24, you meant +1 23c; -1 24c? Thank you?
It’s so slow, but it does seem to grind up over time, plus better taxes.
SPY $700 tomorrow? Decent bit of data coming out tomorrow, ADP plus retail sales and more, but not sure if it'll have much effect tbh. I'm thinking we've had 3 bad red days in a row, maybe we can get 3 green days too?
They're sold out likely to 2027.  Plus they will definitely sell HBM4 to NVDA.  Maybe just not right away.    Finally, Samsung and SK couldn't possibly take all the markets business.  Plus MU is more efficient for HBM. Youre just mad for buying at the top.
As someone who turned 15k into 750k, "set 6 figures aside" and then blew the rest doing retarded shit like this... you should set 400k aside and play with 200k. 100k plus taxes is really depressing when you once had 600k+
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