Before Hindenburg's report, I'm the retired multi-millionaire Wall Street Tech veteran who was telling you that $DELL$TSSI were KILLLLING $SMCI 💀 (cont.) 🧵🪡
My A.I. picks have been on FIRE!!
#1 long $TSSI up 147% and threatening ATHs!
#1 short $SMCI got smoked at xAI by TSSI and the stock has followed suit
I did more CEO interviews this week.
Get the latest update @ 2PM on Stock Talk Live !
tinyurl.com/MoneyMarkLive (cont...)
My A.I. picks have been on FIRE!!
#1 long $TSSI up 100% and threatening ATHs!
#1 short $SMCI got smoked at xAI by TSSI and the stock has followed suit
Stock Talk Live is going to be CRAZY today!
tinyurl.com/MoneyMarkLive
🧵🪡👇🏽
$GKPRF pre-announced a MONSTER Q4.
finance.yahoo.com/news/gatek…
They were guiding toward $35M for the year, which meant $8.9M for Q4...
...and they did $11.5M 🔥🚀
Guidance implied ~25% y/y growth for the year, but delivered 35%... due to accelerating to 57% for Q4. Cont...🧵🪡
I told y'all to expect $TSSI to win a big deal with $MSFT involving facilities management (the highest margin part of their business!) and expand their offerings into infrastructure equipment, starting with networking.
tinyurl.com/MoneyMarkLive
$TSSI headcount went from ~100 in Q1 to ~200 late in Q2 and JUST jumped again to ~300 this week. 🤯
The Q2 jump led to earnings that drove TSSI up 70%, so what will last week's jump do for Q3? 🧐
Get the WHOLE story here...
youtube.com/live/BDiI2aBuCgM…
Everything I've said for months about $NVDA$SMCI$DELL$TSSI got confirmed this week! 🔥
August has been a record month for Stock Talk Live. We'll see how we finish when I GO LIVE @ 2PM ET with my latest updates (and YOUR Q&A)... on Stock Talk Live!!
tinyurl.com/MoneyMarkLive
there are reports $msft are hiring $TSSI for facilities management a 70% margin biz. Here’s a new job listing in facilities management that calls out Microsoft and windows server specialty. $amzn also exploring a deal to hire them
Everything I've said for months about $NVDA$SMCI$DELL$TSSI got confirmed yesterday!
$SMCI is getting killed by $DELL, thanks to $TSSI running circles around super micro @ xAI !!
My Nvidia analysis and impact on Dell/TSSI is now available for replay!
youtube.com/live/1GbVOX-BHjY…
First, Hindenburg confirms what I've been saying for months about Super Micro ☠️ ...and now $SMCI delays their 10K 👻
As I've been saying... $DELL$TSSI have been eating their lunch, especially during our last two episodes of Stock Talk Live 🔥🚀
tinyurl.com/MoneyMarkLive
Beautiful set of notes. He NAILS it (and therefore the roadmap for how to perceive and invest in AI) 🎯
Fyi, my latest summary/update re: $TSSI$DELL$SMCI$AMZN$TSLA, xAI, $MSFT etc. was provided on last nights Wolf Financial Spaces Show (6 mins in)🔥 x.com/wolf_financial/status/…
Most air-time ever for me in a sell-side email. 🤞that I make it into Ashton’s post Labor Day email. But in all seriousness I thought this was a good summary of my most recent podcast with @patrick_oshag which was super fun.
@BuyOnRedSellOnGreen on Friday, I provided color on what is going on with the $TSSI / $DELL relationship at xAI, $TSLA$MSFT$AMZN and the US Army... and how they're taking tons of market share away from $SMCIyoutube.com/live/E6DuYdzZ0VQ…
Hindenburg report confirming what I've been saying for months about $SMCI !!! 🔥☠️🔥
$DELL$TSSI have been eating their lunch, as revealed in depth (with proof) during the last two episodes of Stock Talk Live 🔥🚀
youtube.com/live/E6DuYdzZ0VQ…
Last week, I showed the proof that Elon is using $TSSI to build xAI. This week, I discovered TSSI's flood of new customers, partners, and prospects banging down their door 🔥📷
Discussion @ 2PM ET !!
tinyurl.com/MoneyMarkLive
Completing a FULL WEEK of work on $TSSI (on top of the months I've been researching it), by running it all by Mgt tomorrow.
Will share most (if not all) of my findings / updated model on tomorrow's show.
tinyurl.com/MoneyMarkLive#SpreadTheWord#Team
In 2009, I retired a stock market multi-millionaire.
5 yrs later, I had picked 20 triples on SeekingAlpha seekingalpha.com/article/189…
In the 10 yrs since, I've delivered 30% annualized returns via my weekly YouTube show tinyurl.com/MoneyMarkLive
Always free. #GivingBack
Friday afternoon I reminded my students that $OSSIF should be a max-sized (10) position.
Monday morning they got acquired for a 42% premium. Been doing stuff like this since 1994...
...and FREE since I retired 15 years ago
tinyurl.com/MoneyMarkLive
As previewed on Friday's show, an absolutely MASSIVE quarter was just released by my Top 3 position, Geodrill $GEODFtinyurl.com/MoneyMarkLive
As of Friday's close, the stock was trading at .7x revs and a P/E of 6 (yes SIX) based on this result 🔥🚀
marketscreener.com/quote/sto…