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Who I am and what you get here.
I trade a real ~$25K portfolio in public. Every buy, every sell, receipts included.
Biggest holdings right now:
• $AMZN, $GOOG , $AVGO, $UBER
Best-timed exits so far:
• $OUST: in at $33, all out at $43.21. +$946 booked
• $CRDO: all out at $211.79. +$812 booked
• Same Friday: +$1,758 locked in, one day before the Nasdaq rolled over
Losses get posted too. $CRWV cut at -22%, no hiding.
Daily: premarket, midday, close. Follow the journey.
Let's connect if you're into Finance X ❤️
So $ASTS missed revenue, $42.3M vs $45.7M expected.
Cash is still $3.2B, guidance is still $150M to $200M, and service starts before year-end.
A miss on the ramp, not on the story. Am I missing something?
5 THINGS TO WATCH IN $ASTS TONIGHT. 🧵👇
$ASTS reports after close today at 5 PM ET. Down 21% last week, down 76% from its $133.86 high, and now it has to prove the business, not just the story.
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All of this because $NVDA CEO could not keep it in his pants.
Would you buy this dip, or wait?
Is this the entry everyone was waiting for?
$NVDA CEO admitted the affair, board says no secrets were compromised and he stays CEO.
Business has not changed. If the stock dips Monday on the headline, that is noise, not the business.
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