Miraj Patel @stock_run

Successful day trader💵💸💸 Joined September 2024

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Miraj Patel @stock_run

4 weeks ago

@TheNewMoney_app $usar the call and puts are confusing

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Jon Binder @JonBinderr

a month ago

US Rare Earths $USAR Cluster of major stakes reported Sept. 11th Part of the proximity to policy P2P index

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The market is extremely wrong about the pricing of $USAR. The strategic premium is becoming too hard to ignore, even with yields rising. The Serra Verde deal increased the share count to roughly 375M, so at $17 you’re looking at around a $6.5B market cap versus the ~$4.5B legacy valuation people were used to. But that dilution also bought the missing upstream asset and created real vertical integration, which should justify a higher valuation. As the US tries to reduce China’s leverage over rare earths (and keep doing stupid things), that strategic premium only gets bigger.

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StockStorm @StockStormX

2 months ago

HPE $HPE landed a multi-billion dollar server deal with a hyperscaler customer after quarter end, and expects AI systems revenue to improve into Q4 as backlog converts

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Miraj Patel @stock_run

2 months ago

@xEBITDA I agree with you 100%

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Miraj Patel @stock_run

2 months ago

$IREN The $600M+ loss is heavily influenced by non-cash items and accounting treatment, while the underlying AI Cloud business is growing rapidly. $1B+ ARR already operational $4B of 2026 capacity contracted&GPU financing covering 90% of associated CapEx are pretty significant.

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Marcus Sterling @PAKFAHRI

2 months ago

$IREN Macquarie note; px tgt => $90. A good piece on where the market is wrong on the selloff today

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Miraj Patel @stock_run

2 months ago

@Tape_Vector @cislaliv2000 Does $nvts disclosed dollar amount for back log? New contract or some PR would help.

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ResistanceIzFutile @WhiteCandles3

2 months ago

$NVTS - any mention during the NVDA earnings call tomorrow regarding ongoing implementation of the new 800V HVDC architecture combined with stellar NVDA results and we see a very green day in NVTS land Thursday. A 20-30% pop would not be out of the ?

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Miraj Patel @stock_run

2 months ago

finance.yahoo.com/technology/ai/… $NVTS 🔥

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Miraj Patel @stock_run

2 months ago

@FlyPaul_ Copying post from @kevinxu

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Miraj Patel @stock_run

2 months ago

@williamcortx At what time they will post earnings?

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Miraj Patel @stock_run

3 months ago

$ionq 🔥

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Miraj Patel @stock_run

3 months ago

@earnings_guy Expected number for $ionq?

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Miraj Patel @stock_run

3 months ago

@IBB_INVEST @CANoilandgas Yes i agree with you; Whitecap should have large marketcap ; stock should trade around $25 instead of $16. $WCP Boed 384000 and Tou around 620000. $WCP paid huge debt down and have generate a large amount of FCF.