Micron Technology is noted as a memory chip company that is likely to have ample funds for hiring due to its position in the AI market.
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i just took a huge L
The creator discusses a significant loss on Nike stock, detailing his strategy for holding through downturns and his belief in Nike's long-term recovery. He also touches on broader market sentiment, economic impacts of layoffs and AI, and the resilience of certain businesses during tougher economic times.
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Broadcom is mentioned as a company that is benefiting from the AI trend and is expected to see increased hiring.
Nvidia is highlighted as a company poised to benefit significantly from the growth in AI, indicating a positive outlook for its stock.
The creator mentions Invesco's earnings report, noting a 15% drop in its stock price to an 11-year low, despite beating some guidance metrics.
The creator discusses investing in ELF when its fundamentals were poor, highlighting his ability to identify potential turnarounds even when raw numbers are not favorable.
Meta is mentioned as a stock whose fundamentals looked bad but ultimately provided significant gains, illustrating the creator's strategy of investing in turnaround situations.
Palantir is cited as another example of a previously 'hated stock' that the creator invested in, which turned out to be a significant profitable investment.
The creator mentions Tesla as a past example of a 'very hated stock' that became one of his biggest money-makers, highlighting its potential for significant gains.
Despite a $104,000 loss, the creator is holding Nike stock, believing its current low price presents immense reward potential over the next few years and expects the position to grow significantly.
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