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Joined May 2024
๐Ÿšจ HEAVY RARE EARTH STOCKS ARE CRASHING. Meanwhile, the U.S. is fighting to break Chinaโ€™s grip on the supply chain. ๐Ÿ‡บ๐Ÿ‡ธ Here are 5 stocks to watch: ๐Ÿงต๐Ÿ‘‡ 1/ $MP โ€” MP MATERIALS ๐Ÿ‡บ๐Ÿ‡ธ Americaโ€™s leading rare earth producer is expanding into magnet manufacturing, positioning itself at the center of the U.S. push to rebuild domestic supply chains.
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LongGameEquity retweeted
๐Ÿšจ AI STOCKS THAT ARE IN A BEAR MARKET ๐Ÿšจ Here are 8 stocks down massively from their 52-week high. ๐Ÿงต๐Ÿ‘‡ 1/ $CRWV โ€” 61% below its 52-week high
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I canโ€™t see anyone surpassing $AMZN in revenue in my lifetime. AWS alone could hit $1T in annual revenue by 2035. The only potential challenger? $NVDA. Who else even has a chance? ๐Ÿš€
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CRAMER IS BEARISH $AVGO DID WE BOTTOM? ๐Ÿš€
๐Ÿค– Made with AI
Volume expanding all morning on Broadcom dramatically lower than last night's after hours trading. Be careful: someone must know something
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5/ $ALOY โ€” REALLOYS ๐Ÿงฒ A speculative play to research in the advanced materials space as North America looks to strengthen its rare earth and magnet supply chains.
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๐Ÿ“ˆ +68% YTD | +282% SINCE 2024 See my portfolio ๐Ÿ‘‡ ๐Ÿ”น Buy & sell alerts ๐Ÿ”น Personalized portfolio reviews ๐Ÿ”น In-depth investment research ๐Ÿ”น Early access to announcements + DMs ๐Ÿ‘‡ Join the community xitter.cf/LongGameEquity/creatorโ€ฆ
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๐Ÿšจ Is $BE being slept on? ๐Ÿ”น $4.5B revenue projected for 2026 ๐Ÿ”น $16B revenue projected by 2029 ๐Ÿ”น 3.5x 2029 price-to-sales at a $56B market cap If Bloom Energy hits its targets, $BE could look CHEAP in hindsight. On-site energy demand is exploding. ๐Ÿ”ฅ Are you buying here?
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๐Ÿšจ 6 STOCKS THAT COULD BE STEALS ๐Ÿ”น $AMZN โ€” ATH: $287 | NOW: $250 ๐Ÿ”น $VRT โ€” ATH: $380 | NOW: $196 ๐Ÿ”น $FPS โ€” ATH: $66 | NOW: $25 ๐Ÿ”น $CEG โ€” ATH: $413 | NOW: $255 ๐Ÿ”น $META โ€” ATH: $796 | NOW: $649 ๐Ÿ”น $AVGO โ€” ATH: $495 | NOW: $323 WHICH ONE IS THE BIGGEST STEAL?
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$META is on track to surpass Google in ad revenue and become the #1 ad giant. And people still arenโ€™t pricing in the returns on its capex. ๐Ÿ˜‚
๐Ÿค– Made with AI
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$QCOM is holding up well on the dip ๐Ÿ“‰ ๐Ÿค– AI at the edge ๐Ÿ“ฑ Smartphones ๐Ÿฅฝ AI glasses ๐Ÿš— Automotive ๐Ÿฆพ Robotics The AI story isnโ€™t just about data centers. Itโ€™s also about bringing intelligence directly to the devices we use every day. The edge could be the next big AI trade.
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$META growing 20%+ a year at this scale, with AI, MUSE, messaging, e-commerce, subscriptions, and wearables still ahead. How many non-cyclical businesses grow this fast at this scale? Itโ€™s almost unheard of. And people are bearish?
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๐Ÿ“ˆ +68% YTD | +282% SINCE 2024 See my portfolio ๐Ÿ‘‡ ๐Ÿ”น Buy & sell alerts ๐Ÿ”น Personalized portfolio reviews ๐Ÿ”น In-depth investment research ๐Ÿ”น Early access to announcements + DMs ๐Ÿ‘‡ Join the community xitter.cf/LongGameEquity/creatorโ€ฆ
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LongGameEquity retweeted
THE MARKET WILL BE INCREDIBLY GREEN TOMORROW! ๐Ÿš€
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Would you rather own $TSLA or $SPCX here. Iโ€™ll start $SPCX
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๐Ÿ“ˆ +68% YTD | +282% SINCE 2024 See my portfolio ๐Ÿ‘‡ ๐Ÿ”น Buy & sell alerts ๐Ÿ”น Personalized portfolio reviews ๐Ÿ”น In-depth investment research ๐Ÿ”น Early access to announcements + DMs ๐Ÿ‘‡ Join the community xitter.cf/LongGameEquity/creatorโ€ฆ
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MARKET DOWN 5% AND HALF OF X IS APPLYING TO MCDONALDโ€™S ๐Ÿ˜ญ๐ŸŸ
๐Ÿค– Made with AI
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๐Ÿ“ˆ +68% YTD | +282% SINCE 2024 See my portfolio ๐Ÿ‘‡ ๐Ÿ”น Buy & sell alerts ๐Ÿ”น Personalized portfolio reviews ๐Ÿ”น In-depth investment research ๐Ÿ”น Early access to announcements + DMs ๐Ÿ‘‡ Join the community xitter.cf/LongGameEquity/creatorโ€ฆ
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THE MARKET WILL BE INCREDIBLY GREEN TOMORROW! ๐Ÿš€
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๐Ÿ“ˆ +68% YTD | +282% SINCE 2024 See my portfolio ๐Ÿ‘‡ ๐Ÿ”น Buy & sell alerts ๐Ÿ”น Personalized portfolio reviews ๐Ÿ”น In-depth investment research ๐Ÿ”น Early access to announcements + DMs ๐Ÿ‘‡ Join the community xitter.cf/LongGameEquity/creatorโ€ฆ
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