@irex118707 profile picture
irex @irex118707

I try to ask myself every day what I am overlooking and what's wrong about my subconscious beliefs and supposed knowledge.

Joined September 2025
  • Tweets 386
  • Following 66
  • Followers 41
6 Photos and videos
Which companies are in your AI infrastructure portfolio?
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What do you prefer $SMH or $SOXX?
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Which company will reach 1trillion marjet cap first? $INTC $AMD $MRVL $SNDK $LRCX In my opinion they will reach it in this order.
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SpaceX is overvalued but it will stay overvalued for a very long time. The only sure thing is its volatility.
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A warning to all S&P 500 investors! nasdaq 100 is obliterating you
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irex retweeted
Chris Camillo
@ChrisCamillo
May 10
Everyone wants the shortcut. Stocks remain undefeated long term.
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Mark my words: Micron is a 2trillion dollar company this year
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No, we are not in a bubble. Look at the PE of Nasdaq 100
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$AMZN really needs this 25%AWS growth. If they don't hit it, we will get another discount.
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True Magnificent 7 right now: 1. $AMZN 2. $BE 3. $MU 4. $LITE or $COHR 5. $CRDO 6. $SKM (beacuse of their Anthropic stake) 7. $AMD
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Micron $MU is insanely cheap right now. Forget Nvidia, forget Meta, this one is sitting at PEG=0.04. TurboQuant only increases demand and chips are already sold out anyway
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Hot take: investing in pure technology ETFs is better long term than just going full on S&P 500. Even Nasdaq 100 gets 3 to 5 percent alpha let alone looking for high growing tech stocks in the key sectors with PEG<1
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You cannot TACO from a war especially if Israel doesn't want to lose momentum.
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Brent oil will reach 130$ until next Monday and 140$ in April
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Synektik to nie tylko jedna z najlepszych spółek do zakupu, ale też jest niesamowicie pozytywną dla ludzkości. Inwestowanie w innowacje espierającą ludzkość jest prawdziwie piękne.
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Walmart trades with PEG>4 and Nvidia with PEG<1 and they say we are in an AI bubble
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