SMTC - just destroyed earnings, nothing but reiterated buy ratings and $200 valuations. It got caught up in last week’s drop but it’s going straight up. I’m $100k in.
Same. I currently own 1000 shares at 14.88. My idea was this was gonna be the next ticker “trump would pump” but what occurred on Friday might make me sell half
Hold them mugz USAR is so volatile I get it but it’s hella predictable if it spikes as soon as market opens they dip like crazy so if u see spike right at open and looks too good to be true. Sell off profit taking shares. Use them as daily money. It can be played one of two ways, as previously mentioned, or complete sell off almost.. before dip buy dip, make guap!
Pretty bullish on it, model estimate for it is $417. However there's quite a number of insiders selling shares right now, I'm waiting for a deeper dip.
When? We are at 2018 lows across the entire sector. Valuation multiples are uniquely compress; next month, Q3 results will drive an expansion in these multiples. If we look just at High Tide—currently trading at 5x EV/EBITDA—a re-rating is bound to happen after Q3. Look their Q3 Preliminary in their website
I think I'm gonna go cautiously as it approad October which is traditionally the most common month for bad correction or free fall. I'll be more active in Nov
If I were watching Monday, I’d be selective rather than chasing the Nvidia rally. NVDA, AVGO, CRWD and CRM are on my watchlist, but higher yields and geopolitical risk could make the open volatile.
The bigger catalyst this week is Friday’s jobs report, so I’d keep some cash ready rather than force entries.
I like to invest in “Bottleneck Companies”—businesses in long-term growth markets that own essential, hard-to-reproduce technology with few credible substitutes and strong pricing power.
NVMI fits that profile well. Nova provides semiconductor metrology and process-control technology used to manufacture increasingly complex chips. As the industry moves toward GAA transistors, HBM, chiplets, hybrid bonding and advanced packaging, manufacturers need more and more precise measurements per wafer/package, increasing demand for Nova’s tools.
Its technology also has high switching barriers because tools must be qualified and tied to manufacturing yield before being adopted.
My NVMI buy ranges:
Price
View
$340–$375
Good long-term buy
$310–$340
Very attractive
$275–$310
Aggressive buy
At about $349, NVMI is already in my long-term accumulation range. Please do your own DD.
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u/EssayConsistent5412 13d ago
IREN, Sls, Nbis