Bill Robb @njsaabguy

Priceless comment on today's Roundtable for @RobertMarcin I had to share. 👇 "Texas Instruments $TXN is the most overrated semiconductor company in the world...convincing the bulls that TXN is overrated is like trying to teach a pig to fly. It's wastes your time and annoys the…

@RadnorCapital Sleeper AI story is $SIMO. Copilot and other LLMs will run inference locally driving a PC cycle. And $SIMO has best in class server SSD controller. Multiple will rerate inline with other secular growth semis. Potential massive payout from MXL arbitration. Easy 3x in 18 mos.

Hard to believe I've lived 14% of my life without my Dad. Eight years ago yesterday. He has always been here since he left, sure, but miss him especially during Masters week. On the way to Scotland with golfing pals, 1959.

Keep an eye on my fav long, $wttr, ($9.27) a stupid cheap water service company in the oil field sector. Company provides water/chemicals for fracking as well as recycles/disposes water produced from oil wells. The latter biz is booming for environmental purposes. Produced water…

After being up 25% YTD and 55% since Dec. 6, $AVGO whifs on revenue and guidance and the stk crashes...to + $14 for the day. 🤷‍♂️🤷‍♂️

I am calling bullshit on this AI hyped rally for the market in general, the bogus no growth tech stocks that have 5% in theoretical AI related sales, and the level of arrogance of the bulls, especially those of perma-bull status. Calling it an AMERICAN FICTION moment because…

Open ended call option: $MX a semi in a not-so-hot/crowded space (OLED chips). Been in its private hell for 3yrs. Has $166M in cash, 0 debt, EV $58M, '24 revs est $236M, EBITDA est -$35M; Finally got cpl of decent design wins;cutting exp; '21 EBITDA $68M. R/Rwd is 1:4 in 2yrs imo

One of the most overrated stocks in the nation, $TXN now trades for 10x's ev/sales for 2024 ests. This used to be a crazy high level, now its just high. But $TXN's sales this year of $15.7 B are not much higher than 2006 sales of $14.3 B. So one is paying for growth but the…

At $4, the stock is stupid cheap for 50%+ sales growth. Like the 4x upside in battery cycles, the stock has 4x's the upside of the average company over the next 4 years. DM or follow me for the math on that. Very high risk/high reward speculation. Not intended as investment…

Electrovaya @Electrovaya

2 months ago

Electrovaya's Infinity lithium-ion batteries outlast typical ones by 4x, promising not just longevity, but sustainability. With fewer replacements, we're unlocking the full potential of clean energy🔋🌱 #litiumionbattery #heavyduty #reliablepower #cleanenergy #longestcyclelife

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Total poop the bed numbers from $csco. Sales down 6% for this quarter and down even more next quarter year on year. Current $50 billion revenue run rate is the same as 10 years ago!! Yet some way, some how, the CEO convinces Street talking heads that the 1 quarter of 7% sales…

I need to expand on this. If you are a young lion smoking weed, please read: I am not writing one of those "drugs are bad" posts. I am specifically singling out weed because it robs young people of ambition. And this is a very dangerous thing, because you only have so many years…

Adam Rossi @rossiadam

2 months ago

I coach and mentor a lot of young men. When it comes to pot, I always say “I am not against it, so long as you are rich and successful and have everything you want.” Because if you don’t already have it, you won’t get it smoking weed.

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So I did a small starter position in Electrovaya $elva, a specialty lithium battery company aimed at material handling/bus/heavy equipment industries. Very interesting technology. 50% sales growth. Stock is $4.25 and could be a solid winner over the long run. But I am unsure of…

$DOCU this news and price action doesn't make sense. Typical PE premium is 20-30% above pre-announcement share price. Based on pre-news WSJ article on 12/13/23, that would put buyout price at $67-73.

I have made a ton of friends from just meeting up at @NJDevils games!! The best people!! I don’t have enough room in the post for all of them. Even the goal celebration video we did was all friends from the games!! @emilyspascale @yuhcorina @MaryElena_xoxo @Sethmatt14 and more

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Carolina J🥶 @9DimeJ

3 months ago

Does anybody have some wholesome stories about meeting people on this app in person?

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Last night I got to met and chat with @ChaseWillman She was there to support her brother @MaxWillman10 She is a personal trainer in the area (check out her profile!!) and was so supportive of Max it made me ALMOST wish I had sibling. Almost. And yes I have her permission to post…

One day I will be up there with Erika on @DevilsMSGN !! The best mentor and supportive friend I could ask for on this journey into journalism. I have some really exciting things coming soon and love that you are always there!! @ErikaWachter @NJDevils #njdevils @JSNSPORTINGNEWS…

Thursday vibes got me like this… I really wanted to thank you all for the really kind words and support from my “followers friends” my family, friends, mentors, editors and teachers and some really special people! You’re all awesome!! #strivetobeunique #womensupportingwomen…

This is why we need natural gas fueled electricity to be part of the mix for decades to come.... buy nat gas heavy energy stocks, from service, to producers to midstream companies.

@papiblez

The Pro Leagues needs to learn from the @thepwhlofficial league on how do things right. Great job by the ownership and media partnering and putting together a fun, competitive, compelling league highlighting the skills and talent of some amazing players who happen to be female.…