Kris Patel 🇺🇸
@KrisPatel99
We dont wait for the world, the world waits for US. - Americans
791 Following 47.6K Followers
@drwconvexity @stevehou *based on today’s rental rates.
Absolute GARBAGE take...
When youre competing against the US government, which can literally print money, your going to be comped against them.
Look at the value of the bonds below ...
Is Microsoft, Google and Amazon trading at "Distressed" values?
Or
Is it because the underlying yield is driving the bond price down.
Common dude... do better.
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More billionaires need to start doing things like this.
Give back to the next generation by building world class institutions and infrastructure that will produce a ton of goodwill and give them something that lasts longer than money…
Legacy.
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I’m a conservative Indian-American tax paying Veteran. I have 2 choices in November…
1. Party that’s increasingly becoming Socialist…
2. Party that’s increasingly becoming racist towards people that look like me…
Anyone else in a similar predicament?
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$MU
There’s a reason why Grok portfolio’s largest position is $MU.
It’s seeing the volume picking up, fundamentals strong and now technicals aligning.
It did the same with $NOW a few months ago…
I see you @grok… you ain’t slick…
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$UBER
I know a lot of my friends have recently been talking about $UBER and how it makes sense from a value perspective but as I look at the fundamentals, I’m also keeping my eye on posts like this.
Uber as of right is a great value company but so was Sears before Amazon. With headlines of robotaxis and Waymo’s expanding all over the place, I don’t think there’s much room for multiple growth.
This seems more like a value trap at the moment, not because there is anything wrong with the business but instead it’s the headline risk that could keep the companies stock grounded.
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With US taking out most of the radars and shipping at night, making visual targeting hard by drones and air cover taking out small vessels that could serve as spotters has helped restore alot of oil supplies.
We could be in for a Glut in 2027 and 2028 as new bypass pipe lines, non-strait impacted production elevates and new areas like Guyana ramp.
That Glut will be eaten up by SPR refilling so there’s a good base too.
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There are plenty of things to criticize the current admin for... but this is definitely not one of them.
Drugs are a scourge on society and anyone that deals them should be treated like a mass murderer because they are knowingly killing their fellow man.
It may seem barbaric but I'm a big proponent for the death penalty for drug dealing.
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A rare good news story about health in the US. The insane amount of Fentanyl deaths is declining.
Feel like this is a "Take memory profit and dump into $NVDA trade"
Going to take the opposite and go long on $MU.
$NVDA news was more bullish for the memory names than the market realizes.
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LONG $MU bought more today... dont fight the donald...
HANDS DOWN on of the BEST commercials for SaaS I've ever seen... Even though this was for $CRM ... It speaks volumes to what the potential is for SaaS products with AI addons.
This is not the time to take profits on SaaS... its the time to LEAN in Harder.
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Capital is being sucked into AI and SaaS today.
This is the type of market where you let you winners run but start creating a list of sectors and companies that will ultimately benefit from the AI transformation but the market is ignoring.
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I hate seeing this chart...
I just bought a home and it always saddens me to see people in the 20-30 year old cohort struggling to find a place to own.
Homeownership is a pathway towards understanding the value of capitalism vs socialism.
The problem is most of the wealth now is concentrated not just in the hands of the wealthy but also in the hands of the old.
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To all the SaaS is dead crowd… sure it is…
The SaaSpocalypse has officially been cancelled 🚀
$CRM $NOW $VEEV $RBRK $DDOG $TEAM $HUBS $MDB
These analysts are all a bunch of followers…
Stock goes up they upgrade… stock goes down they downgrade.
Wonder how many of them are privately saying “this is crazy” but w/e I’ve got a mortgage and a kid in college and I need this job.
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NVIDIA EARNINGS ARE JUST CAUSING A FLURRY OF ANALYST UPGRADES!
Raymond James now sees $515 per share, a roughly $12.5 TRILLION valuation for $NVDA.
Here is every increase from this morning:
Raymond James: $352 → $515
Evercore ISI: $413 → $465
Melius: $400 → $420
Bernstein: $315 → $400
Rosenblatt: $325 → $390
HSBC: $360 → $365
Truist: $307 → $346
Wedbush: $330 → $345
KGI Securities: $335 → $345
RBC Capital: $300 → $330
President Capital: $295 → $330
Redburn: $300 → $325
JPMorgan: $280 → $320
Citi: $300 → $315
Mizuho: $300 → $315
Stifel: $282 → $315
Oppenheimer: $265 → $315
Goldman Sachs: $285 → $300
Morgan Stanley: $288 → $300
Needham: $270 → $300
UBS: $280 → $300
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$MU $SKHY $DRAM
Moving higher thanks to the added visibility from $NVDA earnings.
Memory in my opinion long term is still cyclical but for now... dance, dance, dance.. the party like its 1999 baby.
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$NVDA supply and capacity commitments jumped from $119B last quarter to $279B, primarily from securing memory.
That’s a $160B increase in ONE quarter.
Long $MU
Describe your thoughts on Nvidia's $NVDA earnings using just 1 word
SaaS is BACK baby!!!
$NVDA bulls looking at earnings reaction…
$TSLA
Can Tesla robo taxi do this?
Multimodal sensors are indispensable.
By combining inputs from cameras, lidar, and radar, the Waymo Driver creates a rich, redundant world view that no single sensor can replicate.
• Lidar captures 3D geometry with millimeter precision
• Cameras read street signs and light colors
• Radar tracks velocity and cuts through rain, fog, and dust
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