GBA Presents: House of Gummy-!

stonedinvestor said:
Ted- I'm just giving up waiting for a correction here// Bravo!

Vertiv Holdings Co (VRT) The RS on this name must be 99
NYSE - Nasdaq Real Time Price.
36.00+0.99(+2.83%)
As of 10:44AM EDT.

You know DATA Centers AI Data centers.... That's kind of what VRT is telling us right...In a way.

The big data Center play used to be EQIX? It's been a while... This might be a area to research as well.. what a great IPO it would be to have a AI centric' data center stk go public now.
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GBA: $36------------>$104
VRT Vertiv Holdings Co

$104.60 +5.87 (+5.95%)4:00 PM 05/15/24
NYSE | $USD | Post-Market: $104.85 +0.25 (+0.24%) 6:38 PM


I owe this superstar stock pick to Ted. He told me about the name before I knew about it./ I wish I could tell you I held it the whole way up... I did not. But it's still a superstar #1 call!!

I bring the name up because I stuck my head in the bar when I went over to the market and I'm very famous as the stock guy there, folks just yell out stock names at me for my view like Jimmy's Lightning round but full of drunk people.

Anyway I get a sense what stk is is full of momo this way and the No 1 name shouted out today was Vertiv, the way it will help with power usage to make Crypto.. The whole Crypto/electricity thesis we presented to you at the beginning of the year.
 
Arnie said:
NFLX pop on ad supported members.
#1 How many are downsizing from no ads?
#2 Stocks top out on good news.
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Arnie 2 NFL games. ! Maybe on X-mas
They are working with TTD Trade Desk with their advertising.<--- and one other co... I'm spacing...
 
Van we did a big options trade with Ted on BOOT!!! It paid off twice.:D

You have really left a ton on the table. Why not ask for a loan? You need to start
participating.

Why not get a SOFI loan?
 
vanzandt said:
I'm playing the 100% guaranteed Stoney fade-trade.
GET LONG AT $200 for the day.
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It never fails! 10% in one day.Feast readers! No thank you's required.

COIN---> $220

But wait! There's more....we have a new Stoney short call.

stonedinvestor said:
But honestly .. I think we short it right here.

GBA SHORT CALL--> PANW--->$310
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OOPS!

Palo Alto Networks and IBM to Jointly Provide AI-powered Security Offerings; IBM to Deliver Security Consulting Services Across Palo Alto Networks Security Platforms


SANTA CLARA, Calif. and ARMONK, N.Y., May 15, 2024

News Summary:

IBM to platformize internal security solutions with Palo Alto Networks; Palo Alto Networks will be its preferred cybersecurity partner across network, cloud and SOC
Palo Alto Networks will incorporate watsonx large language models (LLMs) in Cortex XSIAM to deliver additional Precision AI™ solutions
IBM will bolster its leading security services to drive a significant book of business in cybersecurity and AI security, featuring Palo Alto Networks platforms in its expanded portfolio
IBM will train more than 1,000 of its security consultants on migration, adoption and deployment of Palo Alto Networks products
Palo Alto Networks has agreed to acquire IBM's QRadar Software as a Service (SaaS) assets, and the two companies will partner to offer seamless migration for QRadar customers to Cortex XSIAM
IBM will accelerate innovation and investment in data security and identity and access management for hybrid cloud and AI; will partner with Palo Alto Networks on security operations, threat management, and DevSecOps


PANW----> $315.74
:D
 
As for shorting I have said this maybe ten times-- I myself do not short stocks. I prefer ones that go up and predicting the ones that go up-- I simply am very good at reading Reverse V-WAP :sneaky: and over bought names.. I put the Neg call out because many Hedge Funds act on my ideas. And because your blasting of the price makes it seem to the children you are saying buy at these levels.

My Sushi is here but real qiuck my thoughts on Palo Alto.

1> It's over owned.

2> there is massive insider selling

3> we are heading into conferences when the thesis in the sector will be consolidation// PANW would be a buyer not a seller. PANW in my view will under perform.

4> New AI spending initially will take a chunk out of cyber security spending. Yes we all need Cyber security but the Corporate buys come in waves and the Hacking is happening now even if you have Palo Alto set up-- so my prediction is AI spending reaches into Cyber spending budget the next 2 qtrs.

You will only hear this info here*********:fistbump:

Papa Loves You Van~~~~~~~~~~~~~~~~~~~~~~
 
stonedinvestor said:
GBA: $36------------>$104
VRT Vertiv Holdings Co

$104.60 +5.87 (+5.95%)4:00 PM 05/15/24
NYSE | $USD | Post-Market: $104.85 +0.25 (+0.24%) 6:38 PM


I owe this superstar stock pick to Ted. He told me about the name before I knew about it./ I wish I could tell you I held it the whole way up... I did not. But it's still a superstar #1 call!!

I bring the name up because I stuck my head in the bar when I went over to the market and I'm very famous as the stock guy there, folks just yell out stock names at me for my view like Jimmy's Lightning round but full of drunk people.

Anyway I get a sense what stk is is full of momo this way and the No 1 name shouted out today was Vertiv, the way it will help with power usage to make Crypto.. The whole Crypto/electricity thesis we presented to you at the beginning of the year.
More...


Stoney what’s your thoughts on ASTS?
 
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