Tech Savvy @harekrishna2025

Just a stock trader and engineer. Like unearthing the story behind the story. A student for life. California, USA Joined November 2011

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Tech Savvy @harekrishna2025

2 weeks ago

$FIG .... Pretty damn undervalued at only $25B market cap. My speculation is that when the rate cut happens, this ticker can see north of $75. With one of the strongest moats and key customers like Netflix, Uber and a host of other big tech names, Figma is a solid growth play.

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Tech Savvy @harekrishna2025

3 weeks ago

US 2025 PRELIM. BENCHMARK PAYROLLS REVISION SUBTRACTS 911K. That is huge. Nearly 0.6% of all U.S. payroll jobs. Since the labor market is weaker, there is less inflation risk. Hence, expect the Fed to cut interest rates soon. Very good news for tech companies!!!! Long $FIG

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Tech Savvy @harekrishna2025

3 weeks ago

$ANET....when I posted the below, it was $90. Now it is too late for a $130 acquisition. It is all about timing.

Tech Savvy @harekrishna2025

7 months ago

$ANET....when I posted the below, it was $90. Now it is too late for a $130 acquisition. It is all about timing.

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Tech Savvy @harekrishna2025

3 weeks ago

$FIG ... Ripe for acquisition by Big Tech. Throw about $35B and gobble up this amazing company with a fantastic moat. In today's world, there is no time to consider "Make" as a strategy as time is fleeting. It is all about inorganic plays to save on time and capture the IB.

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Tech Savvy @harekrishna2025

7 months ago

We make sizeable gains when the bets are sizeable - huge huge portfolio weights in just 2 to 3 tickers and there is some real money to be made. In my case, I am putting it all in just one ticker today - just one - betting on a 100% increase in 6 months. The ticker is .... $ANET

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Tech Savvy @harekrishna2025

7 months ago

$TSLA .... the premium for "Elon is the acting President of USA" is now over. This narrative drove the price up from $200 to $400. Time to get this ticker back to $200. Add to that the news that the sales in Europe are lagging/falling......we should probably wait till $150.

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Kaushik @Wiseman_Cap

7 months ago

$TSLA like it at $250, love it at $220

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Tech Savvy @harekrishna2025

7 months ago

$ANET .... Perhaps the best tech ticker that is so irrationally overcorrected. I am honestly surprised why none of the Big Tech cos, $HPE, $DELL, $CSCO ... are not acquiring Arista when it is priced so low. Easy to acquire for $130-$150 range before it is too late.

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Tech Savvy @harekrishna2025

7 months ago

$TTD an acquisition target. $AMZN strengthen its advertising ecosystem against Google and Meta. $MSFT can enhance its digital advertising capabilities, especially with LinkedIn Ads. $ADBE or $CRM can integrate TTD’s programmatic capabilities into their marketing cloud offerings.

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Tech Savvy @harekrishna2025

8 months ago

If I had only ticker to put all my money into, then that would be $CRM today. What a fantastic opportunity after it's fall from $369. This one's a stealer - a great last quarter, high growth and superb upside. I see this one retracing to $400+ in 2 months.

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Tech Savvy @harekrishna2025

8 months ago

$TTD top reason for this fall is the guidance. Revenue Guidance for Q1 CY2025 is $575 million at the midpoint, below analyst estimates of $582 million. A miss on the guidance by 1% cannot and should not translate to a stock price fall of 30% !!! Go long!!!!

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Tech Savvy @harekrishna2025

8 months ago

Lot of good buys today as we witness some crazy overreactions --- get low, sell high. Targeting below for longs today $TTD $RDDT $DDOG $Z

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Tech Savvy @harekrishna2025

9 months ago

Time to punish $NVDA and Jensen for killing the Quantum optimism. Let's take Nvidia back to $100.

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Tech Savvy @harekrishna2025

9 months ago

$GOOG CEO Pichai says "Quantum is great and promising" and Quantum stocks up 50% last month. $NVDA CEO Jensen "Quantum will take 2 decades" and the stocks down 50% The ball's back in your court, Sundar !! Say something in Rajnikant style!!! Long $RGTI $IONQ

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Tech Savvy @harekrishna2025

9 months ago

$RGTI getting more attractive again thanks to Jensen. There was really no reason for Jensen to pass any comments on the Quantum story. Putting the brakes on the optimism in one area of tech just hurts all areas of tech, including $NVDA.

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Tech Savvy @harekrishna2025

10 months ago

Does a company like $AVGO really care if there are 2 interest rate cuts instead of 4? Highly doubt it. Throw all the DCF pricing models down the drain when it comes to such established high-growth tickers -- the irrational fall is our opportunity.

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Tech Savvy @harekrishna2025

10 months ago

$CRM ... wow, the king of them all - Salesforce's outstanding earnings results from the last run has been somewhat forgotten. It's our opportunity. I predict $400+ by January end - could be sooner. The AI capabilities of Einstein are just scraping the surface now.

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Tech Savvy @harekrishna2025

10 months ago

$RBRK -- A pearl in the sands of irrational correction. Will get back to $80+ by year end is my guess.

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Tech Savvy @harekrishna2025

10 months ago

$PLTR strength is admirable....Clearly, this one's heading to $100+ in a month or two tops. So much upside still left with the flooding of government and commercial contracts. Go big!!!

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Tech Savvy @harekrishna2025

10 months ago

A few top plays for the day which I love....going big in all of them today. $IOT $SNOW $MU $MELI $NTNX $PSTG $AVGO $ANET For the conservative players, just go big on $SMH A fabulous correction in this ETF.