Gene Stilwell

    • Gene StilwellGene Stilwell
      ·01-29
      $Advanced Micro Devices(AMD)$ MD is gaining significant amounts of market share for data centers, a trend that will continue as the market grows. Despite declines in the gaming and embedded segments, the company overall continues to grow revenues. The decline in gaming looks alarming but it makes sense. New gen consoles came out 4 years ago which AMD supplies chips for.Regardless, what I'm focused on here is the data center growth. AMD is innovative and managed extremely well which can be seen by continuously improving operating margins and FCF. This company will continue to become a monster. At a current price of $125, I expect this to easily get back to $200+ in 2025 giving a solid 60% upside.
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    • Gene StilwellGene Stilwell
      ·01-29
      $NVIDIA(NVDA)$ Deepseek cost numbers are inaccurate and materially underestimated, Anylsts need to put those costs under a microscope, but so far have blindly accepted them as true. Also, Deepseek relies on outmoded NVIDIa chips and it is limited by that. Today, Chevron announced contracts to build gas powered plants to power data centers, the common sense solution.Micron will connue to provide advanced memories for data centers no water the GPU battle, selling at about 11 times forward earnings just confirmed by outside analyst.
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    • Gene StilwellGene Stilwell
      ·01-28
      $Advanced Micro Devices(AMD)$ Remember when it peaked at $227 for its AI potential and then dropped 50% losing out to Nvidia? Well, I feel in the near future it would exceed $227. The AI narrative has changed significantly. It is no longer a monopoly for certain chips maker and expensive AI applications.
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    • Gene StilwellGene Stilwell
      ·01-28
      $NVIDIA(NVDA)$ People keep letting emotions dictate their Trades. Those selling here will regret when it’s back over 130 soon. I totally understand this like many other stocks were way oversold in panic selling. Staying patient and we will get through these small waves.
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    • Gene StilwellGene Stilwell
      ·2024-12-28
      $Broadcom(AVGO)$ AVGO reports earnings in early March.Easy money, just continue to load up on the March 21st Calls on discount, while AVGO is still under $300.The price should be in the $300s-$400s before these Calls expire imo. all in now !
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    • Gene StilwellGene Stilwell
      ·2024-12-28
      $NVIDIA(NVDA)$ WHINERS & BASHERS will say anything to make them feel better when they lose a lot every single day. No jobs, money, or any shares in NVDA. LONGS are sitting back smiling because we got RICHER in 2024 and 2025 will get make us even RICHER.🤑🤑🤑🤑
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    • Gene StilwellGene Stilwell
      ·2024-12-27
      $Broadcom(AVGO)$ just bought 166 shares at 219.00 . think this could be the new nvda in the future. goodluck.AVGO is now officially part of the new MAG8 Everyone window dressing this name into Quarter end - AVGO new 52 week high by year end - garans
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    • Gene StilwellGene Stilwell
      ·2024-12-27
      $NVIDIA(NVDA)$ Nvidia Just Redefined Retail Investing in 2024--And It's Not Slowing DownSure, Nvidia's stock has faced some recent hiccups, but that hasn't dulled investor enthusiasm. Experts say this is just the beginning of a long AI cycle, with Nvidia perfectly positioned to dominate. Its role in everything from autonomous vehicles to data centers ensures its relevance for years to come. As one investor put it, Nvidia isn't just a stockit's a movement. Retail investors are making their play, and the message is clear: they're all in on Nvidia's AI-powered future.
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    • Gene StilwellGene Stilwell
      ·2024-12-26
      $NVIDIA(NVDA)$ Merry Christmas to all NVIDIA shareholders!To the shorts who doubted NVDA, enjoy your holiday and brace yourselves for a Fancy Feast diet in 2025 unless you have the good sense to close your positions. Don’t worry, though—your coats will be the shiniest on the block.With NVIDIA’s groundbreaking advancements in AI and data center technologies, 2025 is going to be big—but 2026 is when the real fireworks begin.Wishing continued success to everyone on the right side of the trade!
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    • Gene StilwellGene Stilwell
      ·2024-12-26
      $Broadcom(AVGO)$ AVGO is now officially part of the new MAG8 Everyone window dressing this name into Quarter end - AVGO new 52 week high by year end - garans I agree and feel there will be some of this leading into the new year pushing AVGO back to its 52 week high.
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