Nextracker Inc.เพิ่มขึ้น
9/3/24 - $nxt - Topping off at $37
9/3/24 :: VROCKSTAR :: NXT
Topping off at $37
- not much has changed in terms of my fundamental view since my last post sub $40 on aug 14th where i made this top pick
- this risk off today seems like a factor of nvda/ semi's driving degrossing across the board
- have written extensively about getting cashy. if you're in a position where you were fully invested into today, it's tougher to re-arrange the deck and consolidate positions (but perhaps it's a good consideration).
- if you ARE cashy, today is a good day that i'd be adding toNXT for personal stack.
- could it go lower? yes my friend, all things can go all over the place. this is a weird game where we don't make the rules and where the rules change and we are price takers. but let's make one thing clear, it's these whacky days where it merits a look. another look. do you know what you own? if so, that's the conviction you need to weather these risk storms.
onward and upward, eventually. i'll be here rooting you on.
V
NXTTopping off at $37
- not much has changed in terms of my fundamental view since my last post sub $40 on aug 14th where i made this top pick
- this risk off today seems like a factor of nvda/ semi's driving degrossing across the board
- have written extensively about getting cashy. if you're in a position where you were fully invested into today, it's tougher to re-arrange the deck and consolidate positions (but perhaps it's a good consideration).
- if you ARE cashy, today is a good day that i'd be adding to
NXT for personal stack.- could it go lower? yes my friend, all things can go all over the place. this is a weird game where we don't make the rules and where the rules change and we are price takers. but let's make one thing clear, it's these whacky days where it merits a look. another look. do you know what you own? if so, that's the conviction you need to weather these risk storms.
onward and upward, eventually. i'll be here rooting you on.
V
บันทึกช่วยจำ
Added a lot more here sub $33. size currently ~12.5% of book. It's now again larger than 
CELH at about 10% of my book.
33.5/SHR in cash and growing on $33 stonk means >10% fcf yield. I get that a T victory in the US means more "drill baby drill", but if we're being honest, the energy independence element requires solar too. solar remains small in mix and growing a lot (it's a tech-based energy) and Elon stands to push this further (in theory he'd be an advisor to the team raspberry). so whether it's team blueberry or team raspberry, i think the risk to solar is more of a rates, election skiddish (there's a ""debate"" tonight), and overall risk of economy so non-large cap stocks are seeing more general sell pressure. this is where you 1. know what you own 2. lean in intelligently. these guys r net cash, won't need to dilute you. so it's more a matter of timing/ patience and staying smart in this environment (size mgmt) than anything else.
be safe out there. be well. i still love this stonk.
V
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