20 | Majoring in Finance Tech & Business Focused Building Wealth with Stocks Not Financial Advice.
Joined January 2024
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Take advantage of the market on Liquid 🔥
24/7 market, even on weekends, and the ability to use leverage.
Code "DRAY" for 10% off fees:
liquid.trade/r/DRAY
If you’re new here, I post content like this daily. Keeping track of everything that happens in the market
Follow for much more ahead 🤝
A recent post of stocks I’m intrigued of:
Listen because I’m only going to say this ONCE.
If you’re a long term investor, this pullback in the market is a GIFT.
Here are 7 stocks I’d buy at these prices:
1. Amazon $AMZN | $248.78
-12% from 52 week high. AWS revenue grew 37% YoY. $496B in backlog (+154.4% YoY).
Something is NOT adding up.
$GOOGL is down 21% from its high.
Trading at 23.6x forward earnings. Backlog has reached $519.5B.
Some of the biggest investors have been quietly accumulating:
Berkshire Hathaway bought $10b worth at ~350.
Stanley Druckenmiller bought ~$120m worth in Q2
David Tepper bought ~$41.9m worth in Q2
They report Q3 earnings on Wednesday after close.
Opportunity?
Anthropic just released its S-1 filing for the upcoming IPO.
It has $417B in commitments locked in right now. Here's who's getting PAID:
1. $GOOG: $114.5B through 2033 on its TPU chips
2. $AMZN: $110B through 2036 on its Trainium chips
3. $MSFT: $44.9B+ through 2033 on Azure
4. $SPCX: $3.1B PER MONTH for compute
5. $AMD: $20B+ possible on chips
Revenue is up 1,304% in the first half of the year.
Are you investing in the IPO or benefiting from any of these companies they are spending on?
Dray retweeted
6 stocks with MASSIVE amounts of fear surrounding them, creating buying opportunities if the market is wrong:
1. CoreWeave | $CRWV
-60% from 52-week highs. Massive debt obligations, concerns about future financing, and SpaceX's potential to eliminate the need for them.
$NOK with the MUCH NEEDED recovery
If you bought the dip you are already being rewarded.
Under $8 was genuinely insane after having a STRONG Q3 earnings report.
L&T Technology Services just announced a collaboration with Nokia to support engineering and R&D activities in India today 👀
Still, at this price I believe is RIDICULOUS.
Bullish.
Not a pretty day as a $NOK shareholder…
But thinking positively:
• Q3 earnings was STRONG
• First AI-RAN call with $NVDA & $TMUS
• AI demand is only increasing from reports
A bad macro environment isn’t making me panic on a clearly thriving company
Under $8 is genuinely INSANE.
I’m buying much more.
If you’re new here, I spend hours daily researching on stocks that the market is in fear of
This year I’ve called out:
$PLTR at $107 -> Reached $209 (+95%)
$NOW at $90 -> Reached $151 (+67%)
$HOOD at $77 -> Reached $126 (+63%)
$MSFT at $370 -> Reached $534 (+44%)
$META at $550 -> Reached $779 (+41%)
Much more to come. Follow to stay updated.
Take advantage of the market on Liquid 🔥
24/7 market, even on weekends, and the ability to use leverage.
Code "DRAY" for 10% off fees:
liquid.trade/r/DRAY
