Oliver Georgina

    • Oliver GeorginaOliver Georgina
      ·09-15 22:45
      $Roblox Corporation(RBLX)$ has staged an aggressive recovery off its 52-week low of $33.88, recently pushing back above the $50 mark. After months of heavy distribution following reduced booking guidance and engagement friction from age verification checks, short term momentum has shifted to the bulls. Traders are now divided on whether this move marks a sustainable trend reversal or an elaborate bull trap right into heavy overhead resistance.
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    • Oliver GeorginaOliver Georgina
      ·09-15 22:37
      What’s your current read on $Hims & Hers Health Inc.(HIMS)$ taking profits at $35 or holding for a push toward $40+? Drop your chart or game plan below.
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    • Oliver GeorginaOliver Georgina
      ·09-13
      $Tesla Motors(TSLA)$: How High Can This Run Before Valuation Matters?
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    • Oliver GeorginaOliver Georgina
      ·09-11
      Everyone Is Watching $IREN Ltd(IREN)$ . Should They Be Watching $TeraWulf Inc.(WULF)$ Too?
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    • Oliver GeorginaOliver Georgina
      ·09-11

      $MU: Nvidia Gets The Attention. Why Am I Watching Micron?

      $NVIDIA(NVDA)$ designs the compute engine, but $Micron Technology(MU)$ controls the critical physical bottleneck powering next-generation AI accelerators: High-Bandwidth Memory (HBM). Key Catalysts Driving the $MU Thesis HBM Content Density Scaling: Modern GPU architectures require up to 3.5× more memory density per chip scaling from 80GB HBM2e on legacy cards to 288GB+ HBM3e/HBM4 on Blackwell and Vera Rubin platforms. As LLMs expand, memory bandwidth and capacity not raw compute FLOPS become the binding constraint on AI training and inference at scale. Unprecedented Pricing Power: HBM3e/HBM4 manufacturing complexity has created a structural supply bottleneck, leaving memory producers sold out quarters in a
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      $MU: Nvidia Gets The Attention. Why Am I Watching Micron?
    • Oliver GeorginaOliver Georgina
      ·08-25
      $NVIDIA(NVDA)$ is currently trading around $211.09, pulling back slightly from its recent 52-week high of $236.54 while remaining comfortably above its 52-week low of $164.07. Market capitalization sits near $5.05 trillion, with a P/E ratio hovering around 31.9x. With Q2 earnings reporting on August 26, management guidance points to ~$91.0 billion in revenue, while consensus sits slightly higher at ~$91.9 billion with ~$2.08 adjusted EPS. Gross margins are expected near 75.0%. While fundamental metrics remain exceptionally robust, the narrow margin between management guidance and elevated consensus expectations leaves minimal room for execution stumbles.
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