Ives Robbins

    • Ives RobbinsIves Robbins
      ·09-03 03:27
      $Palantir Technologies Inc.(PLTR)$ At this pace, my weekly lottos are going to end up ITM.
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    • Ives RobbinsIves Robbins
      ·09-03 01:28
      $Palantir Technologies Inc.(PLTR)$ A highly volatile stock acting highly volatile. What a shock.
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    • Ives RobbinsIves Robbins
      ·09-03 00:16
      $NVIDIA(NVDA)$  Really happy for NVDA bulls here. I hold a lot of shares in my HSA account, so this move has been good for me too. That said, I took a 6K loss this morning in another account from short term puts. It was dumb, especially right after a gain of 18K over the past 2 months. I know better than to mess with short term options. Long term options only, taking gains, and mostly shares. I overtraded and started chasing this morning. Dumbass of the day.
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    • Ives RobbinsIves Robbins
      ·09-02
      $NVIDIA(NVDA)$  Bears and clowns really aren't the sharpest tools in the shed. NVDA has finished up in 11 of the past 13 years, and its returns have beaten the market over that stretch. Is it up in 2026, bears and clowns? I never get tired of reminding them.
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    • Ives RobbinsIves Robbins
      ·09-02
      $Palantir Technologies Inc.(PLTR)$  Bessent's Treasury purchases look like a deliberate move to push BITCOIN higher. It's not about what they say, it's the result that matters. Trump wants higher rates, not lower. He talks, but the war and tariff actions plus the rhetoric are feeding higher inflation. Bessent and Trump working together to lift BITCOIN and metals, and the commodity index is at its highest ever. PLTR is just a tool, a meme stock. Algorithmic trading rips right out of the gate in the first minutes of trading. Hard to look at all that and not see what's going on.
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    • Ives RobbinsIves Robbins
      ·09-01
      $NVIDIA(NVDA)$  I added more today. These are just small pullbacks, and next week NVDA should push back over $230 again. This market always moves with the bulls.
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    • Ives RobbinsIves Robbins
      ·08-31
      $Palantir Technologies Inc.(PLTR)$ "sneaky sneaky" thinking #mrdeeds along with $SpaceX(SPCX)$ 
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    • Ives RobbinsIves Robbins
      ·08-31
      $Palantir Technologies Inc.(PLTR)$ Another low volume day. Still, not many seem interested in selling. It's interesting to see this kind of behavior persist for going on three weeks now.
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    • Ives RobbinsIves Robbins
      ·08-31
      $Advanced Micro Devices(AMD)$  AMD and IBM took quantum leaps on Friday. Shares in both companies jumped to record highs after Reuters reported that IBM has found it could run a key quantum computing error-correcting algorithm on an easy-to-get and reasonably priced chip made by AMD. History will repeat, at least that's the view worth keeping in mind.
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    • Ives RobbinsIves Robbins
      ·08-31
      $SUPER MICRO COMPUTER INC(SMCI)$ This week could be a big catalyst. With $Hewlett Packard Enterprise(HPE)$  and $Dell Technologies Inc.(DELL)$  earnings on deck, strong AI infrastructure demand, server growth, or upbeat guidance from either company could lift the entire sector, and SuperMicro may have the most room to run. SMCI is already trading at a valuation discount despite massive AI exposure and strong revenue growth. If Dell and HPE confirm that enterprise AI spending is still accelerating, the market may have to re-rate SMCI. My target: mid-$40s is absolutely in play this week if earnings and guidance reinforce the AI infrastructure bull cas
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