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JaguarAnalytics

@JaguarAnalytics • 73,415 subscribers

Professional equity and option trade ideas with in-depth research based on 3-pronged approach: Fundamentals, Technicals and Options Activity

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If you're struggling to understand why AI infrastructure stocks like $NBIS, $CIFR, $WULF and $IREN are acting so weak, or $CRWV delayed construction in Texas, or E&C stocks $J and $ACM collapsed after earnings, let me offer this explanation: Slide deck:

If you're struggling to understand why AI infrastructure stocks like $NBIS, $CIFR, $WULF and $IREN are acting so weak, or $CRWV delayed construction in Texas, or E&C stocks $J and $ACM collapsed after earnings, let me offer this explanation: Slide deck:

JaguarAnalytics

251,788 просмотров • 7 месяцев назад

Mr. President. Every day in March I begged you to TACO 🌮 before it’s too late. You didn’t. So, I gave up on March 27 and asked you to burn it all down.

Mr. President. Every day in March I begged you to TACO 🌮 before it’s too late. You didn’t. So, I gave up on March 27 and asked you to burn it all down.

JaguarAnalytics

19,104 просмотров • 16 дней назад

$TSLA More bad news for Tesla. 60 Minutes is going to air on Sunday, March 31st about FSD investigation.

$TSLA More bad news for Tesla. 60 Minutes is going to air on Sunday, March 31st about FSD investigation.

JaguarAnalytics

572,262 просмотров • 2 лет назад

$GOOG TPU vs $NVDA GPU Should Google's capex guidance in Feb-26 earnings points to plateauing Nvidia dependence and accelerating TPU deployment, the boldface in Gemini 3’s model card will look like a precise timestamp on a shift in the balance of industrial power in AI.

$GOOG TPU vs $NVDA GPU Should Google's capex guidance in Feb-26 earnings points to plateauing Nvidia dependence and accelerating TPU deployment, the boldface in Gemini 3’s model card will look like a precise timestamp on a shift in the balance of industrial power in AI.

JaguarAnalytics

80,104 просмотров • 8 месяцев назад

$INTC Here is how Intel goes to $100

$INTC Here is how Intel goes to $100

JaguarAnalytics

36,698 просмотров • 3 месяцев назад

Satellites $PL $LUNR -- Reminder, this regional chaos in the Mideast will likely supercharge growth for companies that provide exclusive high resolution earth imagery services. Wrote about this a month ago. Jag Research: Slides:

Satellites $PL $LUNR -- Reminder, this regional chaos in the Mideast will likely supercharge growth for companies that provide exclusive high resolution earth imagery services. Wrote about this a month ago. Jag Research: Slides:

JaguarAnalytics

49,231 просмотров • 5 месяцев назад

$CRWV The CoreWeave Canary My first cut at using NotebookLM (new product launched by Google). Used a single Jag research note (pdf) that I issued to clients last week, and asked AI to generate a video without diving into deep thinking. Intentionally kept very basic. Result 👇

$CRWV The CoreWeave Canary My first cut at using NotebookLM (new product launched by Google). Used a single Jag research note (pdf) that I issued to clients last week, and asked AI to generate a video without diving into deep thinking. Intentionally kept very basic. Result 👇

JaguarAnalytics

62,614 просмотров • 8 месяцев назад

$GFS Global Foundries -- Two "hidden angles" that are not in consensus view today, but significant enough to potentially supercharge this stock in the next 6 months: Nexperia and NPU Jag research: Slide deck:

$GFS Global Foundries -- Two "hidden angles" that are not in consensus view today, but significant enough to potentially supercharge this stock in the next 6 months: Nexperia and NPU Jag research: Slide deck:

JaguarAnalytics

49,567 просмотров • 6 месяцев назад

Now Iraqi tanker blows up. So, tell me again how excited you are about passing through the Strait of Hormuz!

Now Iraqi tanker blows up. So, tell me again how excited you are about passing through the Strait of Hormuz!

JaguarAnalytics

26,970 просмотров • 5 месяцев назад

$RKLB I expect Rocket Lab annual sales to climb to $15+ billion in 10 years vs approx $600M today. That's 25x from here. Much of this will depend on success of Neutron that's launching in 2026. A lot of data-driven research. I asked AI to dumb it down to produce this video:

$RKLB I expect Rocket Lab annual sales to climb to $15+ billion in 10 years vs approx $600M today. That's 25x from here. Much of this will depend on success of Neutron that's launching in 2026. A lot of data-driven research. I asked AI to dumb it down to produce this video:

JaguarAnalytics

40,651 просмотров • 8 месяцев назад

Chat GPT - Here is a little life hack for ya. After this probably will never use Siri again:

Chat GPT - Here is a little life hack for ya. After this probably will never use Siri again:

JaguarAnalytics

128,308 просмотров • 3 лет назад

$LUNR Intuitive Machines -- I usually reserve notes like this exclusively for Jag clients, but I'm in good mood, so it's your lucky day 😀 Extensive research here. Conclusion: I don't own enough shares! Jag research: Slide deck:

$LUNR Intuitive Machines -- I usually reserve notes like this exclusively for Jag clients, but I'm in good mood, so it's your lucky day 😀 Extensive research here. Conclusion: I don't own enough shares! Jag research: Slide deck:

JaguarAnalytics

32,048 просмотров • 6 месяцев назад

$LNG, $GLNG, $FLNG -- Europe is facing a complex energy crisis as current data shows that storage levels are significantly lower than in previous years. This scarcity is exacerbated by a shrinking pool of uncontracted LNG amid Middle East conflict.

$LNG, $GLNG, $FLNG -- Europe is facing a complex energy crisis as current data shows that storage levels are significantly lower than in previous years. This scarcity is exacerbated by a shrinking pool of uncontracted LNG amid Middle East conflict.

JaguarAnalytics

21,904 просмотров • 4 месяцев назад

The Great AI Precision Divide: $NVDA Blackwell and $GOOG Ironwood Continuing down the rabbit hole. Yes, I'm a market nerd. I love researching to find hidden angles, sharing my thoughts, and of course making money. What would you rather have: Precision or reliability? 👇

The Great AI Precision Divide: $NVDA Blackwell and $GOOG Ironwood Continuing down the rabbit hole. Yes, I'm a market nerd. I love researching to find hidden angles, sharing my thoughts, and of course making money. What would you rather have: Precision or reliability? 👇

JaguarAnalytics

33,773 просмотров • 8 месяцев назад

Perhaps we are underestimating how much US Dollar may continue to fall for as long as some level of disruption remains with the Strait of Hormuz that squeezes margins of Asian suppliers and materially impacts the re-cycling of global surpluses into US Treasuries.

Perhaps we are underestimating how much US Dollar may continue to fall for as long as some level of disruption remains with the Strait of Hormuz that squeezes margins of Asian suppliers and materially impacts the re-cycling of global surpluses into US Treasuries.

JaguarAnalytics

15,425 просмотров • 3 месяцев назад

$GRMN Garmin -- Such an innovative high growth stock that steadily compounds, but rarely gets enough attention on X. Expect another strong year of growth.

$GRMN Garmin -- Such an innovative high growth stock that steadily compounds, but rarely gets enough attention on X. Expect another strong year of growth.

JaguarAnalytics

10,690 просмотров • 3 месяцев назад

This is for those who believe quantum computing is fad. Here is Satya Nadella in earnings call moments ago: “The next big accelerator in cloud will be quantum.” $IONQ $QBTS $RGTI

This is for those who believe quantum computing is fad. Here is Satya Nadella in earnings call moments ago: “The next big accelerator in cloud will be quantum.” $IONQ $QBTS $RGTI

JaguarAnalytics

25,158 просмотров • 1 год назад

$MSOS To all who love trading cannabis stocks. I'm sorry to say, Trump admin quietly detonated the entire industry. In fact, I wouldn't be surprised if many dispensaries shutdown and bankruptcies spike in a year.

$MSOS To all who love trading cannabis stocks. I'm sorry to say, Trump admin quietly detonated the entire industry. In fact, I wouldn't be surprised if many dispensaries shutdown and bankruptcies spike in a year.

JaguarAnalytics

14,987 просмотров • 8 месяцев назад