Mohanad Yaman
11 Жариялаулар
Mohanad Yaman
Хабарлау
Пайдаланушыны блоктау
Growth investor. Concentrated portfolio in AI infrastructure, semiconductors, healthcare innovation and energy.
EPIC ұстаушы
Кездейсоқ трейдер
4.8 жыл
1 Жазылым
9 Жазылушылар
34 лайк басылған
Жазбалар
·
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Жоғары (өспелі)
Расталды
$AAOIB
Just bought a Houston building.
$26.8 million. Cash.
About 154,000 square feet.
Purchase option from the February lease.
They used it. Closed Sep 4.
8-K landed yesterday.
Same Houston capacity story as the $600 million share sale.
That raise looked like a pause.
They're buying the building instead.
#BTC #CPIWatch
{spot}(AAOIBUSDT)
$AAOIB
Just bought a Houston building.
$26.8 million. Cash.
About 154,000 square feet.
Purchase option from the February lease.
They used it. Closed Sep 4.
8-K landed yesterday.
Same Houston capacity story as the $600 million share sale.
That raise looked like a pause.
They're buying the building instead.
#BTC #CPIWatch
Just bought a Houston building.
$26.8 million. Cash.
About 154,000 square feet.
Purchase option from the February lease.
They used it. Closed Sep 4.
8-K landed yesterday.
Same Houston capacity story as the $600 million share sale.
That raise looked like a pause.
They're buying the building instead.
#BTC #CPIWatch
606
$TEM 👀
Just launched a 100,000 whole-genome research set.
Linked to real patient outcomes. Built for AI models.
Their line was first multimodal WGS dataset around disease populations.
Then scale it to 1 million genomes.
Early Adopter Program is live.
Full access mid-2027.
Yesterday was ARPA-H heart-failure money.
Today it’s the data stack.
#BTC #stockmarketupdate
{future}(TEMUSDT)
$TEM 👀
Just launched a 100,000 whole-genome research set.
Linked to real patient outcomes. Built for AI models.
Their line was first multimodal WGS dataset around disease populations.
Then scale it to 1 million genomes.
Early Adopter Program is live.
Full access mid-2027.
Yesterday was ARPA-H heart-failure money.
Today it’s the data stack.
#BTC #stockmarketupdate
Just launched a 100,000 whole-genome research set.
Linked to real patient outcomes. Built for AI models.
Their line was first multimodal WGS dataset around disease populations.
Then scale it to 1 million genomes.
Early Adopter Program is live.
Full access mid-2027.
Yesterday was ARPA-H heart-failure money.
Today it’s the data stack.
#BTC #stockmarketupdate
391
·
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Жоғары (өспелі)
Расталды
$MRVL
Piper just started coverage.
Overweight. Target $270.
Their line was Marvell is the leader in custom attach.
Puts it next to $NVDAB and $AVGOB as long-term winners.
Amazon walking off Marvell after the Qcom deal was the fear.
Analyst day Oct 6
#CPIWatch
{spot}(MRVLBUSDT)
$MRVL
Piper just started coverage.
Overweight. Target $270.
Their line was Marvell is the leader in custom attach.
Puts it next to $NVDAB and $AVGOB as long-term winners.
Amazon walking off Marvell after the Qcom deal was the fear.
Analyst day Oct 6
#CPIWatch
Piper just started coverage.
Overweight. Target $270.
Their line was Marvell is the leader in custom attach.
Puts it next to $NVDAB and $AVGOB as long-term winners.
Amazon walking off Marvell after the Qcom deal was the fear.
Analyst day Oct 6
#CPIWatch
2
1.3k
·
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Жоғары (өспелі)
$INTC
Sitting at $100
Yesterday it gave back about 5% with no company news.
Still above the breakout line from the June high.
Next reclaim is 106.67.
Who's buying under 100?
#CPIWatch
{future}(INTCUSDT)
$INTC
Sitting at $100
Yesterday it gave back about 5% with no company news.
Still above the breakout line from the June high.
Next reclaim is 106.67.
Who's buying under 100?
#CPIWatch
Sitting at $100
Yesterday it gave back about 5% with no company news.
Still above the breakout line from the June high.
Next reclaim is 106.67.
Who's buying under 100?
#CPIWatch
1
1k
$BTC
Sitting at 77k.
CPI prints today.
Last big number before the Fed next week.
Hike odds were already near 70% after PPI.
Oil still hot.
Who's buying into the print?
#CPIWatch
{future}(BTCUSDT)
$BTC
Sitting at 77k.
CPI prints today.
Last big number before the Fed next week.
Hike odds were already near 70% after PPI.
Oil still hot.
Who's buying into the print?
#CPIWatch
Sitting at 77k.
CPI prints today.
Last big number before the Fed next week.
Hike odds were already near 70% after PPI.
Oil still hot.
Who's buying into the print?
#CPIWatch
2
2.2k
·
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Жоғары (өспелі)
$INTC
Sitting at $100+
Down about 5% today. No company news. Just giving back a parabolic run.
Still above the breakout line. Next 106.67. Then 114.44.
Street target around 116.
Who's buying the dip?
#AppleDebutsFoldablePhone
{future}(INTCUSDT)
$INTC
Sitting at $100+
Down about 5% today. No company news. Just giving back a parabolic run.
Still above the breakout line. Next 106.67. Then 114.44.
Street target around 116.
Who's buying the dip?
#AppleDebutsFoldablePhone
Sitting at $100+
Down about 5% today. No company news. Just giving back a parabolic run.
Still above the breakout line. Next 106.67. Then 114.44.
Street target around 116.
Who's buying the dip?
#AppleDebutsFoldablePhone
3
463
$BTC
Sitting at 76.9k.
Lost 78k. Spot ETF outflows about $120M Wednesday. Second day of withdrawals.
People wanted the 80k reclaim. Got hot PPI instead.
CPI is tomorrow. Their wall was 80 to 82.
Who's buying this dip?
#USPPI
$BTC
Sitting at 76.9k.
Lost 78k. Spot ETF outflows about $120M Wednesday. Second day of withdrawals.
People wanted the 80k reclaim. Got hot PPI instead.
CPI is tomorrow. Their wall was 80 to 82.
Who's buying this dip?
#USPPI
Sitting at 76.9k.
Lost 78k. Spot ETF outflows about $120M Wednesday. Second day of withdrawals.
People wanted the 80k reclaim. Got hot PPI instead.
CPI is tomorrow. Their wall was 80 to 82.
Who's buying this dip?
#USPPI
1
5
1.3k
·
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Төмен (кемімелі)
$SPCX
Day-91 unlock printed.
Up to 59.1 million affiliate shares became eligible today. Still under Rule 144 limits.
Yesterday, after the bigger tranche, it was sitting at 146. Now sitting at 150.
People wanted a dump week. Got a green day on more supply instead.
Still above the 135 IPO. Next 7% tranche is Sept 24.
Who's actually selling?
#AppleDebutsFoldablePhone
{future}(SPCXUSDT)
$SPCX
Day-91 unlock printed.
Up to 59.1 million affiliate shares became eligible today. Still under Rule 144 limits.
Yesterday, after the bigger tranche, it was sitting at 146. Now sitting at 150.
People wanted a dump week. Got a green day on more supply instead.
Still above the 135 IPO. Next 7% tranche is Sept 24.
Who's actually selling?
#AppleDebutsFoldablePhone
Day-91 unlock printed.
Up to 59.1 million affiliate shares became eligible today. Still under Rule 144 limits.
Yesterday, after the bigger tranche, it was sitting at 146. Now sitting at 150.
People wanted a dump week. Got a green day on more supply instead.
Still above the 135 IPO. Next 7% tranche is Sept 24.
Who's actually selling?
#AppleDebutsFoldablePhone
2
2
4.6k
·
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Жоғары (өспелі)
$TEM
Trying to form a bull flag?
They use AI to help doctors treat patients.
Just won up to $9.5M from ARPA-H, a US health agency, to build an autonomous AI agent for heart failure care. Continuous monitoring, symptom management, coordinating care without a doctor on every call.
Stock ran from the high $40s to $73 in
about a month. Pulled back since, now forming a bull flag between $60 and $66.
$66's the breakout level.
If it clears, a measured move off the flag points toward $98, about 62% above current levels. Old high sits at $104.32.
In my portfolio. Not financial advice.
{future}(TEMUSDT)
#US10YTreasuryYieldHitsHighestSinceNov2023
$TEM
Trying to form a bull flag?
They use AI to help doctors treat patients.
Just won up to $9.5M from ARPA-H, a US health agency, to build an autonomous AI agent for heart failure care. Continuous monitoring, symptom management, coordinating care without a doctor on every call.
Stock ran from the high $40s to $73 in
about a month. Pulled back since, now forming a bull flag between $60 and $66.
$66's the breakout level.
If it clears, a measured move off the flag points toward $98, about 62% above current levels. Old high sits at $104.32.
In my portfolio. Not financial advice.
#US10YTreasuryYieldHitsHighestSinceNov2023
Trying to form a bull flag?
They use AI to help doctors treat patients.
Just won up to $9.5M from ARPA-H, a US health agency, to build an autonomous AI agent for heart failure care. Continuous monitoring, symptom management, coordinating care without a doctor on every call.
Stock ran from the high $40s to $73 in
about a month. Pulled back since, now forming a bull flag between $60 and $66.
$66's the breakout level.
If it clears, a measured move off the flag points toward $98, about 62% above current levels. Old high sits at $104.32.
In my portfolio. Not financial advice.
#US10YTreasuryYieldHitsHighestSinceNov2023
5
19
6.7k
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👍 Расталған авторлардың нақты пікірлерін табыңыз.
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Трендтегі тақырыптар
CPIWatch
86.5M рет көрілді
501,522 адам талқылап жатыр
Share & Win Traffic Reward in our Trending Hashtag Campaign
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BitcoinReboundsAbove$79KAfterCPI
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