Nick Rokke
@NickRokke
Followers
807
Following
510
Media
489
Statuses
1,389
Stock analyst. Tech enthusiast. Lover of craft IPAs. All opinions are my own. Will never ask for money in exchange for a recommendation.
Delray Beach, FL
Joined February 2013
Don't wanna be here?
Send us removal request.
Explore trending content on Musk Viewer
Peanut
• 906178 Tweets
Iowa
• 345674 Tweets
DONBELLE BUBBLIES PRIDE
• 199154 Tweets
#ASAPpride
• 186801 Tweets
Complete Guru Sant Rampalji
• 146695 Tweets
Selzer
• 129487 Tweets
連続正解者
• 86878 Tweets
全ストライカー協力
• 86830 Tweets
文化の日
• 79171 Tweets
#BEFIRST_3rdAnniv
• 75236 Tweets
Saturday Night Live
• 64034 Tweets
#全日本大学駅伝
• 48498 Tweets
#INDvNZ
• 48253 Tweets
Wayne
• 47536 Tweets
chappell
• 45689 Tweets
Rohit
• 42463 Tweets
#BhaiDooj
• 41880 Tweets
ASAPerformer KAI
• 39346 Tweets
残り1,000,000人以上
• 32799 Tweets
特設サイト
• 30264 Tweets
Embiid
• 27493 Tweets
Clemson
• 22998 Tweets
SUNSAYA WITH KAIRAIN
• 22139 Tweets
South Carolina
• 20217 Tweets
DeRozan
• 15486 Tweets
Demar
• 15255 Tweets
パンクブーブー
• 13721 Tweets
Maya Rudolph
• 13159 Tweets
الفصل الدراسي الاول
• 12713 Tweets
The Broadcom $AVGO selloff seems overdone.
Business is fine. They beat sales and profit targets. They barely missed next quarter's revenue guidance.
Dig deeper and you'll see they raised their AI forecast for the year from $11B to $12B. AI is the main reason for owning AVGO,
45
16
153
A lot of confusion as to why $SNOW is down afterhours. They beat on the top and bottom line, guided higher AND initiated a $2.5 billion buyback.
Should be bullish.
But when a stock falls on good news, it's fully priced. And it's likely the stock continues lower. Careful.
34
12
120
#Uranium
miners $URNM broke out of their 4-month downtrend last week. And it did it on fairly heavy volume. This looks bullish.
1
9
76
$AMZN has traded this cheap since 2010... When it was only $110 a share.
1
15
64
I completely underestimated the breakout of $ASTS in May.
AST SpaceMobile nearly doubled after its last earnings report. They announced a contract with AT&T $T and a few days later Verizon $VZ.
Lesson learned: With game-changing fundamentals backing a breakout, buy and hold
5
6
49
$JPM is out there trying to put an end to the rally in financials $XLF. Note: this is what a top looks like.
JPM President Pinto (heir apparent to Dimon) said that 2025 net interest income projections are too optimistic.
Speaking what is unspoken - when interest rates come
2
5
22
Quantum computing will gain traction in the coming years. This technology is about ready to reach a tipping point. One QC company already making some money is IonQ $IONQ. When this stock moves, it moves fast. It jut broke above an 8-month downtrend line and the 50-day MA. On big
3
1
19
@DoombergT
I don't understand the negative sentiment. $COIN is being pushed offshore by the lack of regulatory framework in the U.S.
They're performing their fiduciary duty to diversify the biz in case the SEC continues thumping its chest.
No one scoffs at other companies going int'l.
0
0
18
Today everything changes for Uber. Tesla is integrating Uber driver navigation in its vehicles.
Recently, the knock on $UBER has been $TSLA FSD will displace the need for an Uber.
I've said Tesla will use Uber's network - the biggest of riders and cars - instead of creating
1
3
16
@ericnuttall
@Kpler
As long as the oil futures remain in backwardation, we'll continue to see inventories shrink. Why pump oil now, pay to store it, and sell it for less next year?
3
0
14
I don't often like to buy stocks near the bottom of their charts, but I might make an exception for Blink Charging $BLNK.
The EV charging company recently broke above its moving averages on high volume after earnings. And then has consolidated on low-volume above these new
0
7
12
@KobeissiLetter
Looks like the Treasury market is liquid enough to handle Chinese selling of our bonds. Great news!
1
1
12
@unusual_whales
Looks like a bad decision - she would have been better off holding through the announcement haha.
2
0
9
@Cokedupoptions
That dude will be fine. He's a marketing genius - look at everyone talking about him now.
0
0
10
@orrdavid
You'd have to put $LLY and $NVO in there at this point.
I would also put in some tech names like $ARM, $SMCI, $TSM. As well as some industrials like $GE and $CAT - those have moved.
0
0
10
Anyone trading
#stocks
, and especially
#stockoptions
, should understand how gamma works... And how it can make market moves larger or smaller than anticipated. Good explanation here.
Equity Call Euphoria & OPEX Concentration via
@spotgamma
1
1
10
Taiwan Semiconductors $TSM closed at a new all-time high today.
Earlier today, they released their monthly sales figures for June. And they surprised the market again. Sales grew 40% from June 2023.
TSM’s sales growth is huge. Now a trillion-dollar company with $80 billion in
0
2
9
Nuscale $SMR has promising small modular reactor tech. I've noticed a trend the past few days. It trades up premarket then sells off a bit during the day. Who trades premarket a lot? China. And Europe, but mostly China. What do they know that we don't? They know they're building
2
2
9
#Semiconductors
remain in a strong uptrend. If we think the market has another leg up, $SMH looks like a good
#ETF
to look at.
Lots of earnings coming up though: $ON, $AMD, $MCHP
1
2
8
@danielKdenning
Probably not.
We'd already be in a recession if it weren't for these massive deficits. Any politician that wants to get reelected isn't going to cut spending.
Long-term rates still have higher to go because of this.
0
0
8
I'd like to see the government do more to secure our
#uranium
supply. About 20% of our electricity comes from nuclear - the cleanest burning fuel. Good day for $URG $UEC $UUUU
via
@bpolitics
0
0
8
One beaten-down AI stock I like is Astera Labs $ALAB. The recent IPO is near its $35 IPO price. But could be about to explode.
$NVDA's H100 GPUs have about $60 of its content. But ALAB will have hundreds of dollars of content in the next-gen Blackwell GPUs.
1
2
7
If anyone says technical analysis doesn't work, show them this chart of Jumia $JMIA.
The $AMZN of Africa struggled to get through $7 in March and May. But once it got through that resistance, it flipped to support.
Then the failed breakdown below that line on July 1 signaled a
4
1
7
@stoolpresidente
Yup. Jimmy Butler and the Heat have the killer instinct. They're out for victory no matter what. The Bucks just don't have it...
Maybe Giannis is too nice...
17
0
7
$CRWD Crowdstrike should be down more. Of course the prior qtr was fine. All sales were finalized well before.
The outlook mgmt gave was terrible. Now many of their sales need to go through board and CEO approval. This will delay new sales by months.
Investors can't touch
4
2
7
@StockMarketNerd
Don't see a lot of love for $SMCI.
Valuation is beginning to look reasonable. And the CFO came out and said no material restatement is expected - he faces a lot penalties if that turns out to be false.
1
0
7
@DiMartinoBooth
Gotta be done 366 days before the end of their next quarterly report. So for most companies that'd be before Sept 30.
1
0
7
Great article featuring a European company I had never heard of... Thanks for sharing
@chriswmayer
0
3
6
Did the world just decide they don't need AI servers anymore? The price action today on $SMCI, $DELL, and $HPE looks terrible.
I didn't see any industry-specific news. It just looks like all AI stocks got hit with profit-taking today. See my previous post about $NVDA.
No need
0
0
6
#Investment
analysts need to be using
#ArtificialIntelligence
if they want to stay ahead of the game. And those who can ingest and clearly articulate the firehose of information will be star performers.
Here are some ways I use
#AI
to help my workflow.
1/
#AIinFinance
1
0
6
I need to do some work to understand the growth story here. Can anyone help?
Bakkt Holdings $BKKT is in a near-perfect consolidation above its annual AVWAP (black line).
In Q1, it grew revenue 300% from the prior quarter. Why is this? But I would think if crypto $BTC and $ETH
2
0
5
#shortsqueeze
going on today. Many of the most heavily shorted
#stocks
up over 10% on the trading session.
$RXRX $IONQ $DNA $UPST
0
0
6
@matt_solomon10
To prevent dilution. Makes a lot of sense to buyback when issuing a ton of SBC. This is also a way to pay employees without it hitting the cash flow statement... And make the FCF numbers look better than they are in reality.
1
0
6
#HedgeFunds
piling into $MSFT, $AAPL, $GOOG, $META, & $AMZN.
This has definitely led to higher prices in these companies. But there's a limit to how concentrated these guys get... And we're getting close to that limit.
0
0
5
Here are my top 3 impacts of
#ArtificialIntelligence
on the
#Finance
industry. Correct me if you think I'm wrong.
1. Financial advisors are in trouble,
#AI
will be able to give specific personalized advice for each individual. Asset allocation advisors are done. There must be a
0
0
5
$JMIA - the $AMZN of Africa - is on pace for a new closing high today. If it closes above this black line, we can expect more inflows next week. We've already seen great volume and it break higher after the impressive earnings report last week.
0
0
4
@NorthmanTrader
Hard to have economic growth when credit is contracting... Props on them for getting out ahead of this.
0
0
5
@NorthmanTrader
The Fed is boxed in. They have to keep rates high as long as we have loose fiscal policy. These budget deficits are massively inflationary.
1
0
3
$NVDA over $870 - called it!
We can assume that $MSFT and $GOOG beats are due to AI. Right?
If these guys, like $META, talk about capex expansion, $NVDA and other semi stocks will soar.
Nvidia is trading back into its previous range in after-hours. Upper end of range is $870. Possibility tomorrow.
0
1
4
1
0
4
Has any profitable company's stock gone from overvalued, poster-child of a bubble to a value play faster than Zoom $ZM?
Look at this, peak valuation in 2020 was over 1,200 EV/EBITDA. As of the close it traded at 13.7x.
And EBITDA should double this fy, it trades 6.1x FY2025
1
0
4
The
#insurance
industry is ripe for
#disruption
. $ROOT is leading the charge. I'm excited for this one.
Insuretech Firm Root Files for IPO via
@BarronsOnline
0
1
4
$ROOT has probably been the strongest stock in the market since February. It's up more than 10x. But the past couple of months it's consolidated. And if you draw a triangle using closing highs and lows, you'll see it's ready to break out. When it does, the move will be massive.
1
0
4
@KobeissiLetter
The forward PE on $NVDA is fairly reasonable for the growth of the company. I don’t understand the pessimism due to valuation here. Unless you think NVDA won’t keep selling AI GPUs…
1
0
3
Biotech stocks are trying to put in a bottom. But until $XBI breaks this downtrend line, I'm skeptical... It's at a make or break moment.
0
0
4
Couldn't sleep. Stoked for earnings season to start this morning with banks $JPM, $WFC, & $C reporting.
Also looking to see if yesterday's selling of large tech/semiconductors continues or if it was a 1-day anomaly.
0
0
4
@dailydirtnap
Definitely possible. Companies considered interest rate resistant are getting crushed today - think the Magnificent 7. Interest rate-sensitive small-cap and biotech stocks are getting huge bids.
I am beginning to believe the Fed cuts rates soon - likely Sept.
3
0
4
Earnings season is here. $JPM and $WFC kicking things off this morning.
Both report higher than expected net interest income. Not surprising.
Big
#banks
benefit from the $SVB & $SBNY trouble. They now have more deposits for themselves to invest... And pay us no interest.
0
0
4
Haptics is one my favorite technologies here. You can feel the game. I'm smiling before I felt the effects of getting shot playing Rainbow Six.
#CES2020
#VR
#bringthepain
0
0
4
When investing in
#SPACs
, it's important to understand the quality of the sponsor. This list shows the most successful sponsors by closed mergers.
It's still early, these rankings will change, but the top six have shown some good resiliency so far.
#IPO
#Stocks
The performance of the
#SPAC
sponsors (sorted by highest to lowest average IRR)
Average/Median return numbers only take into account completed SPAC deals
25
50
294
0
0
4
@TheStalwart
Likely Biden getting on the Bully Pulpit and saying his opposition (Republicans) are endangering the financial system and the country itself by not agreeing to raise the debt ceiling without any stipulations.
1
0
4
This is creepy. An
#AI
-enabled chip that continuously learns... Just like human do. And it has the ability to grow and shrink depending on its mission.
#Skynet
#Artificial_Intelligence
0
1
4
But there's a lot more to the
@RocketLab
underdog story. Most of the focus is on SpaceX,
@JeffBezos
'
#BlueOrigin
, NASA alums' Planet Labs $PL, and Virgin Galactic $SPCE. The race will be watching.
I don't want to spoil the story here. Buy the book.
End
0
0
4
@RocketLab
and Peter Beck may be the most overlooked rocket company in the world. But no longer thanks to
@ashleevance
's book "When the Heavens Went on Sale."
Read on ... Thread emoji not working for me...
1/
1
0
4
Solar and wind are too sporadic to generate all our power. But that doesn't mean it won't be an amazing investment trend as adoption grows... Solar and wind should overtake coal in US electricity generation next year.
1
0
1
Here's one reason why the
#Fed
raising rates won't stop inflation as quickly as we think.
We need to think of way to increase the supply of base commodities... Not make them more expensive.
Capex for commodity producers just hit new lows when adjusted for GDP levels.
$10M dollars today can’t do what it did a decade ago.
Fed tightening and availability for capital drying up certainly doesn’t help.
Supply constraints likely to stay with us for a long time.
11
133
453
1
0
2
I didn't know I needed this until I saw it... I hope this is televised.
First ever Florida Man games will feature beer belly wrestling and 'evading arrest' obstacle course
0
0
3
@C_Reilly5
@dreamplanwin
@spencerg06
@realdavidhallen
@LeadAuthentic
@TonyRSanders
@CristinaEspinal
@Pam_Rubin1
@c_hewitt_
@Clintism
@kinghamilton33
@thecolemination
@pialeichter
@Zbijelic
@SowmyaHariharan
@JordanDParker_
@thealexxroy
@thestephanielau
@contentkuba
@ikoichi
@fmarciano
@eliasmas_tw
@SeanPHogue
@cathyraffaele
@YongSooChung
@ThomasKStrider
@TheCreatorsBP
@most_mojo
@LegacyBuilder__
@tyromper
@GrowthViking
@hayden_flohr
@rtgiordano
@Shruthi_VidhyaS
@nkazhin
@kaxuson
@obllorrac
@DanaWhiteaker
@ohhiayden
@RobRan6116
@themikelamb
@AidanBrands
@ItsTimBunyan
@HollyAlexandra
@thedanbelyaev
@ant0723
@JohnMWieland
You've surpassed me in follower count. I need to devote more time to this consistently to move up that follower count.
0
0
4
A little history of how each sector performs before and after the first rate cut.
If you believe rate cuts are coming early next year, staples and financials are the safest sectors to be in.
Then jump to consumer discretionary, tech, and industrials right after the cut.
0
0
2
Interest is the scourge of the economy, the oppressor of the masses, and the harbinger of
#bankruptcy
.
Thank God the
#SEC
is protecting us from earning interest... smh
#Nexo
: 10% interest on our dollars
Banks: 0.01% interest
0
0
4
Uranium getting more love. The Department of Energy released its pathway to commercial liftoff report.
The tl;dr, US nuclear capacity could triple by 2050. They are selling it to the anti-nuclear crowd by pointing out that renewables are cheaper with nuclear energy.
Bullish
1
0
3
Just as
#semiconductor
demand was about to get better. Big fabs still have a few months neon stockpiled... But if the Ukraine turmoil drags out, this will be worth watching.
Russia's attack on
#Ukraine
halts half of world's neon output for chips
1
0
4
We can assume that $MSFT and $GOOG beats are due to AI. Right?
If these guys, like $META, talk about capex expansion, $NVDA and other semi stocks will soar.
Nvidia is trading back into its previous range in after-hours. Upper end of range is $870. Possibility tomorrow.
0
1
4
$LULU has been in free fall since it's last earnings. But when you zoom out, you can see it closed on a well-defined trendline. I don't like catching a falling knife, but this is a place for a bounce.
0
0
3
@RealVision
We don't need to have a total collapse of the CRE market for there to be ripple effects.
CRE property values will fall. Anyone using leverage will be severely impaired. And investors in the debt or REITs will be harmed. Credit will dry up and who knows the next knock-on effect
0
0
4
Imagine partaking in the 50% swings common in Microstrategy stock with the leveraged long ETF $MSTX. SEC just approved MSTX which will track 175% of the daily move of $MSTR.
Really just a way to leverage up your $BTC exposure.
Can't wait for the weeklies here!
0
1
4
Can Intel $INTC get any worse?
-$7 billion loss in its manufacturing business.
-Design flaw in its PC chips.
-Shrinking revenue and a 15% workforce reduction.
-Now Softbank - who wanted to work with them - can't because Intel fabs can't meet production or speed requirements.
4
1
3
@ArcadiaEconomic
@MilesFranklinCo
@ProvenProbable
@yarrs
@DoRKLaRDiO
@NashBrady
@silvergoldbook
@Gold_AntiTrust
@Allan_W_Flynn
@RoryTDC
@InvResDynamics
@silverguru22
Silver's an industrial metal with uncertainty surrounding
#tradewar
buying dried up. I'm still not touching the sector. I want to buy it, but it's too soon.
0
1
2
Everyone is talking about $NVDA's 3-day fall as if it's the end of the world. I wouldn't be so quick to jump on that bandwagon.
After nearly doubling in 2 months, it's normal for a stock to take a breather. And it's only a 13% pullback. Plus if you look at this chart you can
0
0
3
Still might be a be a bit early... But you need to be prepared for the great market rotation happening around the pandemic.
3 Sectors to Buy In Advance of COVID-19 Vaccinations
#Invest
#Investments
#pandemic
#vaccination
#stocks
#sectorstobuy
#IRA
0
0
2
Today is the day all uranium investors have been dreaming of. The release of the $URAX - the 2x URA Bull ETF. We can now turbocharge our uranium gains in the coming bull market.
Note: this does come with risks if uranium chops around, this will bleed premium.
But I like what
0
0
3
#AI
will be huge in expediting the drug discovery process. Can easily rule out the combinations that don't work. Anyone looking to make money in
#biotech
stocks in the next bull market should look at those tied to AI. Few interesting
#stocks
hiding in $IBB and $ARKG
#AI
is transforming the $50 billion drug development sector. pharmaceutical behemoths throughout the world are turning to AI to speed up medication development.
#bigpharma
#innovation
#bioinformatic
0
4
3
1
0
3
Both $META and $GOOG beat estimated ad revenues. Even $ROKU got it going this past quarter. That's a positive read through for other ad companies yet to report eg. $TTD.
This showed Q1 strength, but warnings of uncertainty ahead...
0
0
3
How do we not buy $TMDX this morning? The company just announced earnings were reaccelerating. Analysts couldn't raise estimates fast enough. Plus we have a breakout after a nice low volume consolidation. And a tight stop. I'd use a close below $155 as a stop.
0
0
3
Here's a list of companies that bought back over half their shares in the past 10 years. That's an incredible accomplishment and shows that the business is likely a cash flowing machine.
I wish they showed the performance of all 19... Wonder if any lost money for shareholders.
Over the last 10 years, only 19 companies in North America have bought back more than 50% of their stock.
Here are the 10 best performers from that group:
(The performance might surprise you) ⬇️
7
38
225
1
0
3
@nawabkona
Didn't look like any kind of manipulation when $SNOW tanked the last two earnings reports.... Even though they beat pretty much every time.
1
0
3
How else do you spend
#fridaynight
after this week in
#stocks
. Bloomberg and rap. This party of one isn't nearly as rocking as what's going on upstairs haha.
0
0
2
@JSpitTrades
I am very long HIMS. Just had its first quarter of profitability - which validates its business model. And it's going to draw in a whole new class of investors.
0
0
3
#crypto
and
#blockchain
are changing the way businesses form. A team of decentralized computer coders have created a trillion dollar organization -
#bitcoin
Important trend to follow
Power to the Person by
@packyM
0
1
3
Slowly churning out new videos...
Where to invest $10k Right Now During Tumultuous Times via
@YouTube
0
0
3
@QCompounding
Has anyone made one of these charts with the percentage of profits of the top 10 companies in the S&P 500?
I'd be willing to bet that these companies now have a higher percentage profits (net income, free cash flow, EBITDA, whatever you want to use) than ever before.
0
0
3
This is one of my favorite charts.
Clearly shows that industries left to run on their own will find ways to innovate and keep costs down for consumers.
What's the the one thing in common amongst the top 5 more expensive things? I'll let you decide...
0
1
2