Luxodorscent

    • LuxodorscentLuxodorscent
      ·04-12 16:45
      PLTR (Palantir Technologies) did experience a sharp sell-off during the week of April 6–10, 2026, with the stock closing the period around $128 after dropping roughly 15% from its April 7 high near $150 Michael Burry’s comments acted as a major catalyst. The “Big Short” investor posted (then deleted) on X that Anthropic is “eating Palantir’s lunch.” He pointed to Anthropic’s rapid ARR growth (from $9B to $30B in months) via its new “Mythos” model and “Managed Agents,” which he framed as more intuitive and cost-effective than Palantir’s Foundry and AIP platforms. All I want to comment in my humble opinion is that; wait for May 4th which is the date of their Q1 Earnings report.  May the 4th be with Palantir and all those Tigers investing or trading on PLTR   What do you guys think
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    • LuxodorscentLuxodorscent
      ·04-03
      Reprising the Space sector ? Here are three related space sectors that are mostly known from market specialist: RKLB, ASTS, LUNR RKLB: Best all-around name of the three. It has the strongest mix of real business progress, broader space exposure, and long-term upside, but it’s still pricey and volatile. • ASTS: Highest upside, highest risk. If direct-to-phone satellite service works at scale, the rerating could be huge; if execution slips, the stock can get hit hard. • LUNR: More of a catalyst-driven lunar/speculative play. It has room to run on NASA and mission news, but it is the most binary and depends heavily on execution. What are your thoughts tigers ?  #RKLB #ASTS #LUNR #spacesector #tigers 
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    • LuxodorscentLuxodorscent
      ·04-03
      Are these rebound from SanDisck and Micron a good sign for investors who are interested in these company?  For both stocks, the near-term catalyst is geopolitical de-escalation, not the war itself. The bigger medium-term driver remains AI memory demand plus tight NAND/DRAM supply, which is why rebounds can happen even while headlines stay noisy. What’s helping them • Lower war premium / relief rally: Reports said stocks like SanDisk surged when signs emerged that the U.S. and Iran could reach a deal to end the war, easing stagflation fears and lifting risk assets. • Memory fundamentals remain tight: Micron’s upside is still supported by strong AI-related DRAM/HBM demand and tight supply, while SanDisk is benefiting from strong NAND demand and industry undersupply. • Analyst support: M
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    • LuxodorscentLuxodorscent
      ·03-16
      NVDA few days ago and now META.  Meta has committed to purchasing additional available compute capacity from certain upcoming Nebius clusters, up to $15 billion over the five-year period. This fits into the broader AI infrastructure boom, where companies like Meta are ramping up massive capex (Meta reportedly planning up to $135 billion in AI-related spending this year). Nebius has secured other big deals too, including multi-billion agreements with Microsoft. #META #NBIS #AI #Datacenter #computingpower 
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    • LuxodorscentLuxodorscent
      ·02-02
      My stock pick to monitor and feel bullish about is IREN. The current buzz is all about a massive pivot from "just another Bitcoin miner" to a high-powered AI infrastructure player. Fiscal Year 2026 Estimate: Analysts are projecting an annual EPS of roughly $0.67, a significant jump as their AI cloud services begin to scale.
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    • LuxodorscentLuxodorscent
      ·02-01
      Yes, Palantir(PLTR) has been dropping from all-time-high.  Q4 Earnings (February 2nd) - What to Expect Analyst expectations: ∙ EPS of $0.23 (64.3% YoY growth) and revenue of $1.34 billion (62% YoY growth) ∙ Options traders are pricing in a 10.70% move in either direction following the earnings announcement Key areas investors will watch: 1. Commercial momentum - Can the 100%+ growth in U.S. commercial continue? 2. AIP adoption - Updates on AI Platform customer wins and bootcamp conversions 3. 2026 guidance - This will be critical given the elevated valuation 4. Margins and cash flow - Delivery toward the $1.9-2.1 billion free cash flow guide What is your thoughts for their Q4 report tomorrow ? Do you think they will announce great report to boost their share price ? Or will it dip mor
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    • LuxodorscentLuxodorscent
      ·02-01
      Subject: Gold & Silver Dip  What Happened? Gold and silver experienced historic declines on Friday, January 30th, with gold futures dropping 11.4% to $4,745 an ounce—the biggest intraday decline since the early 1980s . Silver fell even harder, plummeting 31.4% to $78.53, marking its worst day since March 1980 . Why the Selloff?  The immediate trigger was Trump’s nomination of Kevin Warsh as Fed chair, which appeared to relieve concerns about the central bank’s independence and sent the dollar soaring . Warsh is perceived as more hawkish (less likely to cut rates aggressively), which strengthens the dollar and increases the opportunity cost of holding non-yielding assets like gold. However, analysts suggest a correction was overdue after the rapid price rise, with the Warsh no
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    • LuxodorscentLuxodorscent
      ·2025-12-14
      $Newmont Mining(NEM)$  Used CBA account to made decent profit in very short period of time  Any predictions on Gold Price next year ?  #tigers #cba #futures #gold #silver 
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    • LuxodorscentLuxodorscent
      ·2025-12-03
      Bitcoin and Ethereum have shown significant recent gains after a period of downward volatility, which some analysts view as a "V-shaped rebound" or a strong recovery.  Vanguard is jumping in to create a BTC ETF. Another catalyst for BTC investors.  What do you think Tigers? Is this a good timing to join the sail or shall we remain calm and monitor more movements?  Also FOMC is going to hold soon - anticipating lower interest rates.  #BTC #ETH #cryptocurrency #Macrodemand #assetclass #cryptoworld 
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    • LuxodorscentLuxodorscent
      ·2025-11-16
      Let's take a peak at $Tesla Motors(TSLA)$   It was down below $400.  Broader Tech Sector Sell-Off: TSLA dropped over 2% on November 14 alone, part of a 10% decline since Musk’s $1 trillion compensation package approval earlier in the month.  Cathie Wood’s ARK Invest offloaded $32 million in shares over four straight sessions. So what could bring them up again?  • Accelerate AI and Autonomy: Roll out Full Self-Driving (FSD) V14 widely, expand Robotaxi operations (e.g., safety monitor removal in Austin), and prep CyberCab production for April 2026. Humanoid robots (Optimus) could tap into a multi-trillion-dollar market, though execution risks remain high... Anyone holding Tesla or thinking to buy/sell a new position? Wh
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