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Ben

@adudetrading

An idiot in motion goes a lot further than a genius at rest

Joined April 2024
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Sometimes I close tabs my ai agent is working on to show him what the real world is like
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Indexes with the biggest fuck you candles in years
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Now trying to preserve capital above all else
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Today is the day that finally got my ass 75% cash now
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Ben (@adudetrading) profile pictureBen
@adudetradingNov 2
Not sure I’m gonna be able to hold on much longer
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Would not be surprised if the dems are not as harsh on data centers as they claimed they would be Classic pandering to the public’s fears when you run, but then do the opposite They know how important these buildings are to their states economically
Wall St Engine (@wallstengine) profile pictureWall St Engine
@wallstengineNov 5
$META president says a newly elected governor who made data centers a campaign issue asked to meet after inauguration: “As soon as we get past the inauguration, let's meet, because we don't want to lose this investment in our town." "We don't want these jobs to go elsewhere.”
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Oh wow there is not a single soul on webull that has a profitable position in $ASTS
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Going to hold through earnings today 😬
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Piss
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"we have to make them pay for their own energy" bullish $WLDN
Team Talarico (@TeamTalaricoHQ) profile pictureTeam Talarico
@TeamTalaricoHQNov 4
.@JamesTalarico: We have to crack down on these big data center companies taking advantage of Texas communities. We've got to make them pay for their own energy so they're not driving up utility bills across the state, make sure they recycle their own water, and ensure they get the consent of people who live in these communities before they start building.
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Everything is either dumping or rocketing to the moon today
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Not a bad start this morn 🔥
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Solar is not messing around
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Holy shit $ANET
Wall St Engine (@wallstengine) profile pictureWall St Engine
@wallstengineNov 3
ARISTA NETWORKS $ANET Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $3.66B (Est. $3.33B) 🟢; +58.5% YoY 🔹 Adj. EPS: $1.20 (Est. $1.08) 🟢; +56% YoY Q4 Guide: 🔹 Revenue: ~$3.9B-$4.0B (Est. $3.6B) 🟢 🔹 Adj. EPS: $1.26-$1.30 (Est. $1.15) 🟢 🔹 Non-GAAP Operating Margin: 48%-49% Announcements: 🔹 Open Ethernet Architectures: up to 144 accelerators/rack; 1,024 XPUs 🔹 Added to S&P 100 Other Q3 Metrics: 🔹 Non-GAAP Oper Income: $1.80B (Est. $1.62B) 🟢 🔹 Non-GAAP Gross Margin: 64.0% (Est. 62.9%) 🟢; -120 bps YoY 🔹 Non-GAAP Operating Margin: 49.1%; +50 bps YoY 🔹 Deferred Revenue: $5.10B Comments: 🔸 “Arista registered another momentous quarter with the highest year-over-year revenue growth since our IPO and record profitability, surpassing even my high expectations” — Jayshree Ullal, Chairperson and CEO 🔸 “This quarter brought a true trifecta for our company, setting new record highs in revenue growth, net income, and EPS.” — Chantelle Breithaupt, CFO
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Closed $DDOG this morning, they are too heavily exposed to the ai labs for me to hold through their earnings Was a good trade and let it trade through 5 months of chop but here we are
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Stock Talk (@stocktalkweekly) profile pictureStock Talk
@stocktalkweeklyNov 2
Morgan Stanley's U.S. TMT (Technology, Media & Telecom) Momentum Index is now in a 62% drawdown from its 1-year highs, which constitutes a deeper crash than the Dot Com Bubble...
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Not sure I’m gonna be able to hold on much longer
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In my defense the chart looked great until it didnt
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$LEN just poked through the 200 day 👀
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Ben (@adudetrading) profile pictureBen
@adudetradingOct 28
$LEN $PHM both continuing their tight consolidation after their huge daily candles from last week
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Oh wow $NXT I should’ve bottom picked
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Ben (@adudetrading) profile pictureBen
@adudetradingOct 29
This market is tough because some names I really wanna buy again but I’ve been hurt trying to bottom pick before $NXT reported yesterday and now for under a $13b market cap you get > $1b cash no debt, $4b in annual sales > 23% YoY growth topline > 18 pe > non-tracker rev rising from 14% -> 22%
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I probably should not have fully closed $STM I had a real nice cost basis, panicked on that one
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