Liz Stone

    • Liz StoneLiz Stone
      ·06:18
      $NVIDIA(NVDA)$ Cramer is out there saying Nvidia is losing its shine. That kind of take usually makes me think it's a good time to buy.
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    • Liz StoneLiz Stone
      ·10-12 09:37
      $Palantir Technologies Inc.(PLTR)$  Institutional upgrades could easily push this toward the 215–218 level, especially with shorts getting decimated. Even after the run up, I don't think we've seen the full move yet.
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    • Liz StoneLiz Stone
      ·10-12 05:04
      8 winning trades in a row, +83.6% profit booked from those 8 trades in the past 3 days alone. Hard not to like this market when there are 1,000% movers in literally hours. $WF Holding Ltd.(WFF)$  Never seen $NVIDIA(NVDA)$ , $Micron Technology(MU)$ , or $SanDisk Corp.(SNDK)$  do that.
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    • Liz StoneLiz Stone
      ·10-09
      $NVIDIA(NVDA)$  NVDA has plenty of buyers behind it, so there isn't much to worry about here.
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    • Liz StoneLiz Stone
      ·10-08
      Samsung just posted preliminary Q3 2026 numbers, and they are striking. Operating profit came in at 107.4 trillion won, up 783% year over year, on revenue of 195 trillion won, up 127%. That operating profit figure also beat the analyst consensus estimate of roughly 106.1 trillion won. This marks the fourth consecutive quarter of record operating profit. The main driver here is extraordinary demand for AI infrastructure memory, including high-bandwidth memory and DRAM. For anyone following memory names, this is another notable data point supporting elevated demand and pricing in the space. One thing worth keeping in mind: these are confirmed company-issued preliminary figures. The detailed results, including segment profitability, are scheduled for October 29.
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    • Liz StoneLiz Stone
      ·10-08
      $Uber(UBER)$  is still available below where the CEO bought at roughly $71 and below Nancy Pelosi's $70 entry. Donald Trump was also a Q1 buyer. The CEO just put $10M of his own money into the stock, which is his first open-market purchase since 2022. At 15x earnings, this is one of the cheapest valuations the stock has ever traded at. I don't think the AV disruption concerns around $Alphabet(GOOG)$  and $Tesla Motors(TSLA)$  are as serious as they're being made out to be. Uber is the network that robotaxis would need to plug into.
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    • Liz StoneLiz Stone
      ·10-06
      $Tesla Motors(TSLA)$ $SpaceX(SPCX)$ These LFP cells can last more than 20 years.
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    • Liz StoneLiz Stone
      ·10-02
      $Surf Air Mobility Inc.(SRFM)$ Down 3% after running something like 180% from the bottom. If anything, this still looks bullish and more good news is on the way. It can't jump 30% every day. Let it consolidate for a bit. I'm loading up in the meantime, expecting more upside ahead. $SPDR S&P 500 ETF Trust(SPY)$  $Palantir Technologies Inc.(PLTR)$  $NVIDIA(NVDA)$ 
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    • Liz StoneLiz Stone
      ·10-02
      $Trump Media & Technology(DJT)$ Shares look pretty cheap for one of the biggest nuclear fusion companies in the US. This is my kind of market when so many hesitate to buy. That is the time I am buying. $Ur-Energy(URG)$  $Tesla Motors(TSLA)$  $Energy Fuels(UUUU)$  $Uranium(UEC)$ 
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    • Liz StoneLiz Stone
      ·10-01
      $Palantir Technologies Inc.(PLTR)$  The tape is shaping up like another slow, low-volume session, though this time it's tilting slightly to the upside. It just highlights how random low-volume days can be, though the upside did see a couple more million shares than the downside. At this point the stock is mostly news-driven. It feels like most participants have already positioned themselves and are just waiting for a catalyst. Pretty quiet overall.
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