Alpha Owl

$CRDO Example of the boat being missed. Didn't gap fill. Just kept running on 🤯 Who got in one on this one??? https://t.co/28kvbDbeUG https://t.co/ygcBdDxwC7

$NBIS is still cheap, don't let the FUD fool you... Past 9 months alone: → Nvidia invests $2B → $27B Meta deal → $3B ARR reached in Q2 → 50% AI Cloud EBITDA margin → Contracted power target raised (5GW) → Q2 lands 4 massive $1B+ average deals → AI compute price rising → $6B+ additional financing secured → Nasdaq 100 inclusion → Palantir partnership → Vera Rubin capacity begins rolling out → Targeting $7–9B ARR by EOY No Burry short or $84 PT will ever shake me out of this one.

$RKLB has now broken above its 50 day SMA... The last time it did this??? April. It subsequently rose +115% in 44 days!!

$GRAB Max fear. Max capitulation on Friday. +4% today was a good sign. > Bleeding stemmed > Base formed next for the win Then we can send this puppy back to $5!! https://t.co/EwZt0qlZoi

$GRAB +4% Your wife and kids love you again. Alpha Owl keeping families together ❤️ https://t.co/TWcPVYvsGk https://t.co/MzaiFVRzTY

$RKLB Now we cooking 🔥 > MACD flipped bullish > bounced off the legendary support 50 day SMA is the final boss. We can look to $86 next if that breaks. https://t.co/sI5Ef1nkDD https://t.co/lvf8aoGOJy

Who's bored of stocks now?? $BTC https://t.co/gkKtXqwGj5

$HIMS coiled like a spring... Guess what happens next??? https://t.co/XTEAsEkADC

Added more $GRAB at $2.82 Accumulating shares at all time low multiples. And all the while... > Revenue CAGR target increased 30% over the next 3 years > Atome acquisition > Foodpanda acquisition Conviction over short term bad macro. This will be my greatest triumph. https://t.co/SlalfhP3d0

Well it would have been a +10% $NBIS day... I missed out lesson 3: Never underestimate $CRWV ability to kill the sector pump. Convertible notes... today? Really? 😩 https://t.co/2Wj7WdZHVl https://t.co/y0PY7wbes7