tinkie

Encourages friends to start investing in US stocks.

    • tinkietinkie
      ·13:05
      $Amplitech Group Inc.(AMPG)$ This stock is like a coiled spring heading into the week. The chart shows it holding strong above the critical 200-day moving average. Recent tech wins, like the NVIDIA-partnered AI-RAN milestone and a major O-RAN PlugFest feature, establish solid macro support. With a monster $20M+ order backlog, active conversion of a massive $40M Tier-1 operator LOI, and gross margins exploding from 33% to 48%, the fundamental turnaround is completely outpacing the market. Any dip from the recent 52-week high run toward $10.11 could be an opportunity before the back-half revenue surge kicks into full gear.
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    • tinkietinkie
      ·08:41
      $Invesco QQQ(QQQ)$ $SPDR S&P 500 ETF Trust(SPY)$  DJIBTC.XETH.XI've been pointing out this inverse correlation to investors for over three years, but given the comments and misinformation I've seen in recent months, I think it's worth repeating. Bitcoin (and ETH), right or wrong, currently operates like a foreign currency. When US domestic interest rates rise, or there's a perceived risk they will, the USD strengthens relative to other currencies due to foreign investment and higher yield prospects. Look at the inflationary pressures over the last six months, cross-reference that with the Fed's pivot from potential rate cuts to possible hikes in 2026, and the con
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    • tinkietinkie
      ·06-26
      $Intel(INTC)$  $NVIDIA(NVDA)$ Both stocks could hit $300 this year. Whether the market does well or not, I don't think it matters much.
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    • tinkietinkie
      ·06-26
      Just delivered a much stronger underlying update than the headline crowd is pricing in. The earnings showed a revenue beat (+$14M), EBITDA up ~144% YoY, and importantly, the first positive Q1 operating cash flow in roughly 9 years. That's a real inflection point on the quality of earnings, not just the narrative. The market still tends to mislabel $BlackBerry(BB)$  as either a legacy handset name or a meme-driven retail trade, but the core asset here is QNX – the embedded OS layer sitting under ~275M+ vehicles globally. What makes this structurally interesting is the embedded position: deep integration across automakers and alignment with $NVIDIA(NVDA)$ , $Adv
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    • tinkietinkie
      ·06-25
      $SPDR S&P 500 ETF Trust(SPY)$ If the software sector can turn around, we could see 8250 by the end of the year.
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    • tinkietinkie
      ·06-25
      $Advanced Micro Devices(AMD)$ UBS just raised its price target from $455 to $670, which basically reinforces the longer-term share gain narrative. The core idea is pretty straightforward: Intel's roadmap execution still looks messy. AMD keeps taking share in CPUs. The core count and multithreading advantage is still doing work. Why it matters: CPU share shifts are slow… until they aren't. Small execution gaps compound over cycles. Enterprise adoption tends to stick once it flips. It feels like the market is still not fully pricing in the structural upside here.
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    • tinkietinkie
      ·06-24
      $Intel(INTC)$ In 30 days, INTC could be between $156 and $176. It seems pretty clear to me.
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    • tinkietinkie
      ·06-24
      $Intel(INTC)$  Intel now dominates US foundries and advanced processes (18A-P and 14A), and is critical to US security and the China challenge. Intel's future looks important and profitable. Dell is showing the way with Intel (18A) inside.
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    • tinkietinkie
      ·06-24
      RUM announced Mike Masci on March 26, 2026, and he joined as CFO on March 31 after 20 years at INTC. If you think about the timing, it's interesting. $Intel(INTC)$ , XAI, $SpaceX(SPCX)$ , and $Tesla Motors(TSLA)$  are all connected to the Terafab AI infrastructure story. Three months later, RUM closed the Northern Data deal and became RUM Group, with 22,000 GPUs, 250MW of power, and Quake AI. The thesis is simple: Terafab is the chip fab backend, and $Rumble Inc.(RUM)$  Group is the AI infra frontend. If that network is real, then the AI re-rate could be much bigger than most people expect.
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    • tinkietinkie
      ·06-22
      $SPDR S&P 500 ETF Trust(SPY)$ $Celsius Holdings, Inc.(CELH)$ $Salesforce.com(CRM)$ $Invesco QQQ(QQQ)$ BTC.XEnd of quarter rebalancing: rotation into safety, software and consumer staples. CRM and CELH are the best in class. Salesforce is the buy of the month by a mile, along with Celsius right before breakouts. Both could double in the next 2-4 weeks, trading at laughable levels while sales are exploding.
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