$D-Wave Quantum Inc.(QBTS)$$Rigetti Computing(RGTI)$$NVIDIA(NVDA)$ 📈🧠🎯 QUANTUM SNAPBACK, AI CROSSOVER, COINS STACKED, CAPITAL REDEPLOYED 🎯🧠📈 Short swing, sharp entry, sharper exit. I took a position in $QBTS as quantum names roared into the spotlight on 17Jul25 NZST. $RGTI rallied 30%, $QMCO jumped 12%, $LAES surged nearly 7%, and both $QBTS and $QUBT ran over 4% intraday. This wasn’t random euphoria. It was a coordinated sector ignition, anchored in real tech milestones and massive options flow. 🧩 The Catalyst Chain Reaction $RGTI triggered the spark, announcing its 36-qubit chiplet system had achieved 99.5% two-qubit gate fidelity, cutting its error rate in h
$Rocket Lab USA, Inc.(RKLB)$$Tesla Motors(TSLA)$$Virgin Galactic(SPCE)$ 🚀🌊🛰 ROCKET LAB IGNITION: NEUTRON IGNITES, SHORTS INCINERATED, AND I’M RIDING THIS TO ORBIT 🛰🌊🚀 $53 didn’t just break; it detonated. I’m still long with a 26.38% gain and counting. 18Jul25 NZST 🇳🇿: Rocket Lab (RKLB) has just crossed the $53 threshold with such ferocity that it’s left scorched Earth behind. While bears scramble to reprice risk, I’m sitting comfortably in the green, still holding my long from $41.83. This move is conviction-fuelled, not hype-driven. Let me show you why I’m not trimming yet. 🧠 Bollinger Partnership: The Maritime Moat Around Reusability Rocket Lab’s deal with Bo
Meta’s $700 Problem: Why I Think a Stock Split Is Just the Start of Something Bigger
Meta Platforms isn’t just sitting at the top of the tech heap—it’s perched up there with a $1.76 trillion crown and a $700+ share price that’s beginning to feel more like a psychological ceiling than a growth story. While headlines circle around artificial intelligence and metaverse ambition, there’s a more practical catalyst quietly building: a long-overdue stock split. But I believe the real story here isn’t the split itself. It’s what it could signal. Meta’s $700 ceiling: a number, a message, a moment The war chest that lets Meta bet on everything—maybe too much At the end of March, Meta held over $70 billion in cash, equivalents, and marketable securities—more than the GDP of Luxembourg. With nearly $100 billion in annual operating cash flow and a modest 26.76% debt-to-equity ratio,
Intro. This is rather-lengthy post as we delve into the complex world of semiconductor. It reads like a mystery novel filled with intrigue and historic behind the scenes, making this a very insightful look into a sector, regarded as “boring & mundane”. Ready ? The Collab. On 02 May 2025, at Intel's Foundry Direct Connect 2025 event, $United Microelectronics(UMC)$ and $Intel(INTC)$ shared the stage for the first time, to outline their joint development of a 12nm semiconductor. (see below) Doing so, INTC dodges $Taiwan Semiconductor Manufacturing(TSM)$, while still tapping into a unique Taiwanese capability; that is reverse-engineering TSMC-compatible processes w
Danaos Delivers 3.8% Sustainable Dividends at Extraordinary Low Valuation
3.8% Dividend Yield.DAC has 15 new methanol-fueled container ships under construction, all pre-contracted upon delivery, representing 27.2% capacity expansion set to fuel growth.DAC operates an 84-ship fleet with 471,500 Twenty Foot Equivalent (TEUs) of containerized capacity and 1,760,861 DWT of dry-bulk capacity.Excluding new ship construction capex, DAC generated $572.4 million in trailing twelve-month free cash flow.The company has 99% of operating days contracted through 2025 and 85% through 2026 giving the company great visibility.Investment Thesis $Danaos(DAC)$ is a tonnage-provider and non-operating owner of container ships and dry-bulk ships. Across its 84-ship fleet it has 471,500 TEUs of containerized capacity and 1,760,861 DWT (dry weig
Can Nvidia Continue Its Run As AI Plays Mask Market Weakness
$NVIDIA(NVDA)$’s rally got a fresh jolt from its announcement to resume H20 AI chip sales to China, a move that reversed prior export restrictions and reignited bullish sentiment across the semiconductor space. However, the June CPI report—showing inflation ticking up to 2.7% YoY—tempered that momentum by reigniting rate hike fears and pressuring broader equity valuations. In this article I would like to share how this setup looks like and the simulation that I have done to check if the support for Nvidia rally could continue. I am holding Nvidia long term and have been adding when Nvidia have its pullback and consolidation before. Bullish Tailwinds China Reentry: Resuming H20 sales could restore ~$7B in quarterly revenue, offsetting Q1 inventory
Verizon (VZ) Earnings Marred By Challenges From Pricing Actions And Tariffs Uncertainty
$Verizon(VZ)$ is scheduled to release its fiscal Q2 2025 earnings on 21 July 2025 before market open. Consensus estimates: EPS: $1.18 (up 2.6% YoY). Tipranks give the consensus estimate for earnings per share (EPS) at $1.19 per share. Revenue: $33.57B Bullish Catalysts: Continued 5G monetization and premium plan upgrades, FWA expansion in rural and underserved markets, Cost discipline and margin expansion and Dividend yield of 6.5% with a payout ratio of 64.5% Risks: Elevated churn from pricing actions, Tariff uncertainty on handsets and telecom equipment and Competitive pressure from AT&T and T-Mobile Summary of VZ Fiscal Q1 2025 Earnings (April 22, 2025) Verizon delivered a relatively strong financial performance in Q1 2025, exceeding analyst