Altoneer@altoneer

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altoneer.com
Joined April 2025
23 Photos and videos
New: If you had invested $10,000 in SanDisk $SNDK exactly one year ago You’d have $156,634 today
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$BE is up ~34% in the past month Pelosi took a ~$12M stake in late July
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Spider-Man: Brand New Day hit theaters on 7/31 BMW partnered with Marvel to feature two of its vehicles in the plot (iX3 and 5 Series Sedan) $BMWKY stock is +6% since
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What to know ahead of Warsh’s news conference today: A massive $6,000,000 put was placed on the Cboe $VIX Index yesterday It expires on 10/21 Bc of the VIX’s behavior of going up when markets are going down, a put on this index would be a bet that the market will go up
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Forgent Power Solutions reported earnings this morning - Q4 revenue was ~$461M (+94% YoY) - Backlog hit a new ATH of ~$3B - Revenue guidance was way higher than anyone expected $FPS has added ~$1,100,000,000 in market cap today
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Nikesh Arora said internet traffic could 6x within five years How? AI traffic A real opportunity might be in data centers needing higher-bandwidth connectivity to support increased internet traffic Credo Tech makes high-speed connectivity products that could benefit from this
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AeroVironment reported earnings after the bell yesterday EPS: ~$0.59 (beat) Revenue: $480.5M (beat) Backlog: $1.5B (up ~37% YoY) $AVAV has added ~$850,000,000 in market cap this morning
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$META is up ~6% today after introducing AI agent “Muse” Know this: 1. No projected rev was mentioned for Muse subscriptions (but investors are hyped) 2. It can send emails for you, place orders, and more 3. The “muse” handle on IG was taken from a famous band w/ 2.7M followers
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It’s looking less like a coincidence ✍ GoPro $GPRO is now up ~153% since Markiplier bought it less than two months ago This brings his unrealized gains to ~$14,229,000
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Snowflake $SNOW is minting millionaires as we speak The stock is up ~207% since its YTD low And is currently headed toward all time highs
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Breaking: $DELL is spiking after reporting $60.9B in AI server orders This is the same stock that Trump bought on 2/10 Dell has added ~$11,520,000,000 in market cap today
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That sell button has to be tempting right about now Markiplier purchased ~$9.3M worth of GoPro on July 13 $GPRO has jumped ~104% since ~$9,672,000 in unrealized gains
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Breaking: PG&E stock is getting smoked after California lawmakers advanced new wildfire legislation If passed, the bill would leave the company exposed to potentially massive wildfire liabilities $PCG is down ~18% today
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Revolution Medicines $RVMD pancreatic cancer pill has officially been FDA approved as of 8/26 Cost? $39,800/month for patients suffering from late stage cancer The stock is +167% YTD
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$CRM (Salesforce) is up ~20% after announcing something called “Claudeforce” Claude will be integrated into Salesforce’s ecosystem, and vice versa +$34,000,000,000 in market cap today
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And just like that
Jim Cramer
@jimcramer
Aug 26
I sense a monumental day
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If you had invested $1,000,000 in the S&P 500 10 years ago You'd have ~$3,530,000 today
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Quick reminder that the store selling 4 pound boxes of butterfingers is outperforming your portfolio
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Two days ago, Trump met with crypto leaders, including executives from Coinbase, Kraken, and others to push Congress to pass the CLARITY Act Since 8/19, Bitcoin is up ~20%
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Walmart $WMT is down ~22% from its ATH and getting close to $100/share Its annual dividend yield has jumped to 0.96%
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