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high cagr — sniff.trade

high cagr

4 episodes · 6 trades · 1 speakers

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TRACKED TRADES

@hicagr

4w

Right before futes, nice. https://t.co/61gmuVCUtd

IDEAS · 3

WTISHORTUS-Iran ceasefire strips war premium from WTI crude, oil falls$87.00+19.17%›SP5

SP500LONGUS-Iran de-escalation removes war overhang, equities gap up at futures reopen$736.77+2.25%›GOL

GOLDSHORTUS-Iran ceasefire unwinds safe-haven gold demand as geopolitical risk recedes$376.74-1.80%›

@hicagr

4w

Wow https://t.co/wlPP15DT4T

IDEAS · 1

TSLALONGGrok 4.5 entering Tesla private beta with monthly model cadence embeds xAI's frontier AI directly into Tesla's stack, lifting its AI valuation.$315.15-15.33%›

@hicagr

4w

Don't forget these projected capacity jumps from $AAOI (Q2'26 - Q4'26). 800G OSFP: 138…

IDEAS · 1

AAOILONGAAOI's 23x 1.6T transceiver ramp and July 1 shipment start drives a sharp revenue inflection through Q4 2026.$93.84-29.81%›

@hicagr

4w

It’s beautiful. https://t.co/uHaWkuk0wf

IDEAS · 1

ASMLLONGASML is the sole maker of EUV machines, the irreplaceable bottleneck for all advanced chip production.$1,650.71-6.95%›