Mark D. Hines @blueharbinger Twitter profile

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Mark D. Hines

6 days

BIG Week Ahead for DIVIDEND Investors: $MO: 7.8% Tobacco: Little Growth, but HUGE Cash. $EPD: 7.0% Midstream: Big Cash Flow, but the K-1. $ENB: 7.3% Midsteam: Big Cash Flow, w/o K-1. $SBUX: 3.1%, bring back H.Schultz, again! $KHC: 4.8%, value stocks are overdue. $WELL: 2.2%,

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Mark D. Hines

@blueharbinger

2 years

Apparently, Seth Klarman (billionaire investor, founder/PM at Baupost Group) has been buying $FB $GOOG $INTC $DBX and $MU, among others? He's known for successfully buying unpopular assets while they are undervalued…

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Mark D. Hines

@blueharbinger

7 months

$SMCI is up 817% in the last 2 years. It still only trades at: +3.2x sales +21.8x fwd earnings ...and it has: +49.4% exp f/y 2024 sales growth 🤯🤯🤯🤯🤯 Long $SMCI

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Mark D. Hines

@blueharbinger

9 months

$PLTR I am DYING over this Alex Karp quote from the latest earnings call b/c it is 💯 accurate x infinity😂😂🤣 Long $PLTR "Also because the playbook backed by venture capitalists and supported by analysts has always been make the thinnest technology possible that is misaligned

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Mark D. Hines

@blueharbinger

6 months

Anyone buying $CELH after Friday's -12.7% decline?

Mark D. Hines

@blueharbinger

6 months

CELSIUS: Friday's 12.7% decline is the drop some people have been waiting for. Long $CELH

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Mark D. Hines

@blueharbinger

5 months

$AMZN Ad Revenue: 🚀 Growing roughly 2x $META and $GOOGL

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Mark D. Hines

@blueharbinger

1 year

$SE: Wait... Sea Limited has almost $8B in cash equivalents vs a mkt cap only $23B? It's also GAAP profitable, trading at 20x Forward Earnings and 1.7x Sales? Revenue expected to grow +14% next year? Kind of Interesting here... No?

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Mark D. Hines

@blueharbinger

11 months

Sharing my new free report... 50 Top Growth Stocks Ranked, These 3 Worth Considering. The report shares a lot of data, and dives very deep into quantum-computing company $IONQ (as well as several others). here is the link: 👉 $CELH $SNOW $CFLT $SOFI $PLTR

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Mark D. Hines

@blueharbinger

1 year

$SOFI Anyone else excited for SoFi earnings on Monday? (before the opening bell). Here are a few thoughts on SoFi CEO, Anthony Noto... Anthony Noto: An Exemplary Leader Shaping the Future Financial World In the ever-evolving landscape of the financial industry, a great leader

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Mark D. Hines

@blueharbinger

7 months

50+ TOP GROWTH STOCKS Sharing updated data as of Friday's close. These are names w/ >20% sales growth + "Strong Buy" ratings from Wall Street (sorted by mkt cap). A few names standout: $CELH: -12.7% today (BofA downgrade), but still powerful rev growth. $CRWD: Amazing businesses

Mark D. Hines

@blueharbinger

7 months

$INDI Anyone follow indie Semiconductor? Shares down 15% ytd, but Wall Street rates it "Strong Buy" w/ 88% upside (vs. cons. target). Sharing my new report: $INDI $CELH $CRWD

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Mark D. Hines

@blueharbinger

1 year

$SOFI For a company expected to be GAAP profitable this year, SoFi seems pretty hated right now w/ 12.4% short interest and 2.9x P/S (vs >20% revenue growth). A positive #SupremeCourt ruling (on student loans) in the next few weeks, could be a strong catalyst.

Mark D. Hines

@blueharbinger

1 year

@StockSavvyShay I like it. Here is a note on $SOFI I put out just a few days ago...

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Mark D. Hines

@blueharbinger

1 year

$PLTR: Sharing my new Palantir article (they posted it on Seeking Alpha). Big Secular #AI Growth Happy 4th of July in the US! 🇺🇸 Long $PLTR

Palantir Stock: Big Secular AI Growth (NYSE:PLTR)

The pandemic bubble burst, and despite this year's strong gains (+138%), Palantir shares still trade dramatically lower than their all-time highs. Read more about PLTR here.

seekingalpha.com

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Mark D. Hines

@blueharbinger

1 year

$ENPH down -45% ytd after today's earnings (weak guidance). Shares quickly moving into HATED territory. In Jan, $META & $TSLA were HATED! They are now: Meta: +159% ytd Tesla: +107% ytd Enphase is growing rapidly + supported by massive secular TAM. Enphase is a long-term Buy!

Mark D. Hines

@blueharbinger

1 year

SunPower $SPWR said today: adopted a restructuring plan to align op costs w/ cur mkt conditions driven by slower sales partly due to higher int rates. This does NOT bode well for $ENPH earnings after the bell tomorrow! Could create a long-term buying opportunity in #Enphase 🌞

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Mark D. Hines

@blueharbinger

1 year

According to Morningstar, these are the Software companies w/ a "moat" (narrow or wide) and a 5-year Sales Growth rate of 25-50%: $NET $DOCU $PANW $PAYC $NOW... And these are the ones w/ a moat + >50% 5-year revenue growth: $SQ $CRWD $DDOG $SHOP $ZM $ZS

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Mark D. Hines

@blueharbinger

1 year

$SOFI already up +45% in the last month, and will benefit going forward from this ruling ( #SupremeCourt just stuck down student loan forgiveness). 🎓Long $SOFI (and glad I'm not on the hook for paying someone else's debt).

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Mark D. Hines

@blueharbinger

8 months

$MELI breaks sales record, registers biggest Black Friday in its history. +80% in GMV. +140% Electronics sales, driven by cell phones, notebooks, TVs. +87% Total payment volume in online sales via Mercado Pago, outside the Mercado Libre platform. Long $MELI

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Mark D. Hines

@blueharbinger

11 months

Barron's thinks #Enphase shares can jump 80%. I agree. Long $ENPH (and yes, it's in this month's Top 10). #solarenergy

Mark D. Hines

@blueharbinger

11 months

#HappyLaborDay Sharing my new report: Top 10 Growth Stocks - Attractive Entry Points Fast growers have pulled back over the last month, creating some very attractive (select) entry points! $SOFI $SMCI $ENVX $IONQ $PLTR, to name a few! #AI New Report👉

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Mark D. Hines

@blueharbinger

1 year

@ecommerceshares Be an owner, not a worker. Better yet... be both! 😉

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Mark D. Hines

@blueharbinger

6 months

Is $SMCI a good stock to buy?

Mark D. Hines

@blueharbinger

7 months

$SMCI is up 817% in the last 2 years. It still only trades at: +3.2x sales +21.8x fwd earnings ...and it has: +49.4% exp f/y 2024 sales growth 🤯🤯🤯🤯🤯 Long $SMCI

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Mark D. Hines

@blueharbinger

6 months

Big Week Ahead for Earnings Announcements: $PLTR: Loved by Main Street, Not by Wall Street. $LLY: People really pay up for weight loss drugs. $ENPH: How about new gov tax incentives? $FTNT: Don't sleep on this cybersecurity stock. $BABA: China is uninvestable? $UBER: 🔥 $PYPL:

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Mark D. Hines

@blueharbinger

11 months

$SOFI 🎓 Sharing my new free report on SoFi. It's growing fast, will achieve GAAP profitability in Q4, and will benefit from the end of the #StudentLoans pause. Plus the app is great and @AnthonyNoto is a superman CEO. 🦸‍♂️ Long $SOFI. Read here 👉

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Mark D. Hines

@blueharbinger

8 months

Sharing my Top 10 Growth Stocks (for 2024) report. I'm absolutely not selling all of my magnificent 7 stocks, but the top ideas are heavily focused on smid caps + highly shorted (hated) names. Enjoy! Link: 👉 $META $SE $SMCI $ALB $NVDA $SPY

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Mark D. Hines

@blueharbinger

1 year

$NVDA: If you would have invested in Nvidia back in 2009 (when it was still just a mid-cap stock), you’d be up over 17,347%! Here are three interesting mid-cap stocks today: $SOFI SentinelOne $S and $FUTU 🤑

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Mark D. Hines

@blueharbinger

1 year

$ENVX: Sharing my new Enovix article (they posted it on Seeking Alpha).🔋 If you have a more "speculative bucket" in your portfolio, these shares have so much long-term upside! Happy 4th of July in the US! 🇺🇸 Long $ENVX @joceyreyes209 @simpleinvest01

Enovix: Big Disruptive Growth (Advanced Lithium-Ion Batteries) (NASDAQ:ENVX)

Enovix Corporation is an advanced lithium-ion battery firm with enormous potential to disrupt consumer electronics markets. Click here for our take on ENVX stock.

seekingalpha.com

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Mark D. Hines

@blueharbinger

11 months

$ENVX still has massive upside potential (and the share price has pulled back over the last month). Long $ENVX 🔋🔋⚡️ (and yes, it made the top 10 list!)

Mark D. Hines

@blueharbinger

11 months

#HappyLaborDay Sharing my new report: Top 10 Growth Stocks - Attractive Entry Points Fast growers have pulled back over the last month, creating some very attractive (select) entry points! $SOFI $SMCI $ENVX $IONQ $PLTR, to name a few! #AI New Report👉

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Mark D. Hines

@blueharbinger

4 months

let's try a test... I am LONG $ENVX!!! 💪🔋🚀 💯

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Mark D. Hines

@blueharbinger

4 years

Some VERY rich price-to-sales ratios for businesses w/ highest Sales Growth... Plus a few VERY "worth it" opportunities. $CRWD $SQ $FSLY $DOCU $SEA @saxena_puru @cperruna @richard_chu97 @BornInvestor @Beth_Kindig

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Mark D. Hines

@blueharbinger

2 months

$NVDA: Let's be honest. If Nvidia is making this type of a run, $SMCI should be too. Long both. 💪🚀🚀

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Mark D. Hines

@blueharbinger

1 year

BIG Earnings week ahead... $PLTR: Rubber about to meet the road. $DDOG: It's the economy...! $UPST: Up 300% doesn't undo down 90%. $CELH: Dear $PEP, 🙏🙏🙏🙏🙏 $SMCI: Actual #AI growth vs expectations. $TTD: Dominant, but how much so? $BABA: China done cracking down... for now.

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Mark D. Hines

@blueharbinger

1 year

$NVDA: If you would have only listened to my original Nvidia BUY recommendation in 2009, you would be up +16,910%!! 😂 #TimeInTheMarketNotTimingTheMarket

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Mark D. Hines

@blueharbinger

6 months

CELSIUS: Friday's 12.7% decline is the drop some people have been waiting for. Long $CELH

Mark D. Hines

@blueharbinger

7 months

50+ TOP GROWTH STOCKS Sharing updated data as of Friday's close. These are names w/ >20% sales growth + "Strong Buy" ratings from Wall Street (sorted by mkt cap). A few names standout: $CELH: -12.7% today (BofA downgrade), but still powerful rev growth. $CRWD: Amazing businesses

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Mark D. Hines

@blueharbinger

3 months

$ENVX +20% in AH on strong earnings (smaller Q1 loss) and a development agreement with "one of the top five smartphone OEMs in the world by unit volume." Who is long $ENVX?

Blue Harbinger

@markhines33

4 months

Who is long $ENVX? 💪🔋

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Mark D. Hines

@blueharbinger

9 months

Big earnings week ahead!... $CELH: Short-squeeze coming $RIVN: $AMZN vans to the rescue? $UPST: Down 50% needs +100% breakeven $DDOG: Very bumpy still! $AFRM: The fintwits love it $IONQ: Moonshot $TTD: Prints money

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Mark D. Hines

@blueharbinger

2 years

It's not just about interest rates. The fed's balance sheet matters too.

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Mark D. Hines

@blueharbinger

1 year

So $ENVX is surging +20% on a US Army order. Why do I get the feeling there is still a lot more big orders to come!? Long $ENVX 💪 🔋

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Mark D. Hines

@blueharbinger

1 year

$LAC Lithium Americas trades at only 4.4x 2024 non-GAAP EPS estimates, as production at Cauchari-Olaroz ramps in the 2nd half of this year. Here is a look at sales and EPS estimates 🚀🤑 #Lithium #ElectricVehicles

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Mark D. Hines

@blueharbinger

6 months

HUGE Earnings week ahead (1/29): $SOFI: Floating rates make a big difference 💸 $SMCI: Can growth get any more insane?🤯 $MSFT: 1/5 companies ruling the world $AMD: Hot on Nvidia's #AI heels 🤖 $GOOGL: 2/5 companies ruling the world 💻 $AAPL: 3/5 $3T mkt cap and counting 🍎

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Mark D. Hines

@blueharbinger

11 months

Many top growth stocks have pulled back over the last month: $SMCI $SE $ENVX $PLTR However, the long-term viability of a business is much more important than any short-term price pullback.

Mark D. Hines

@blueharbinger

11 months

#HappyLaborDay Sharing my new report: Top 10 Growth Stocks - Attractive Entry Points Fast growers have pulled back over the last month, creating some very attractive (select) entry points! $SOFI $SMCI $ENVX $IONQ $PLTR, to name a few! #AI New Report👉

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Mark D. Hines

@blueharbinger

1 year

Software Stocks: >20% Sales Growth (this year and next) sorted by Price-to-Sales $TTD $SNOW $DDOG $NOW $CFLT

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Mark D. Hines

@blueharbinger

3 months

source: plus a link to a handful of my favorite big-dividend opportunities right now (BDCs, CEFs, REITs, dividend stocks). Enjoy!

Top 10 Big Yields: CEFs, BDCs, REITS (May 2024) — Blue Harbinger Investment Research

It’s a great time to be a big-yield investor (6% to 13% yields). For starters, the aggressive interest rate hike cycle (that pressured the prices of interest rate sensitive securities lower over the...

www.blueharbinger.com

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Mark D. Hines

@blueharbinger

1 month

One of the problems of running #AI apps on your phone is it drains the heck out of your battery life. You know who is making huge strides to solve this problem???... Enovix. Long $ENVX

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Mark D. Hines

@blueharbinger

8 months

Another Big Week Ahead $CRWD VERY high expectations 🚀 $INTU Work Horse 🐎💪 $SNOW Insane Rev Growth, Hideous net margins $PSTG Unsung #AI winner

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Mark D. Hines

@blueharbinger

5 months

EARNINGS: this Week... $SNOW: Huge sales growth, no profits from big-data cloud ❄️ $CRM: Just a well-run beast of a company🤝 $IONQ: Amazing quantum computing potential, but still very nascent 💻 $CELH: High growth and stealing share from $MNST and #RedBull

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Mark D. Hines

@blueharbinger

3 years

@Beth_Kindig Nice! Here is some sales growth data on these 5 names (for this year and next). Despite the high forward valuations, it's hard not to like the super high gross margins, renewal rates, sales growth and big TAMs. $CRWD $NET $PATH $SNOW $BILL

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Mark D. Hines

@blueharbinger

11 months

#HappyLaborDay Sharing my new report: Top 10 Growth Stocks - Attractive Entry Points Fast growers have pulled back over the last month, creating some very attractive (select) entry points! $SOFI $SMCI $ENVX $IONQ $PLTR, to name a few! #AI New Report👉

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Mark D. Hines

@blueharbinger

3 years

Sharing my new free report... 50 Top Growth Stocks Down Big: These 3 Are Worth Considering $SOFI $SHOP $PLTR

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Mark D. Hines

@blueharbinger

9 months

$ENVX Anyone else like that Enovix keeps building for efficiency and scale? Shares up 6.7% today. Long $ENVX ...and it made my top 10 list: 👉

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Mark D. Hines

@blueharbinger

3 months

$CELH -5.5% on earnings. (beat EPS, missed Rev). Anyone buying this dip? Nice to see net income growth.

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Mark D. Hines

@blueharbinger

11 months

Long $ENPH. Long $ENVX.

simple investing

@simpleinvest01

11 months

TJ Rodgers added to his $ENPH position:

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Mark D. Hines

@blueharbinger

8 months

🚀 $SNOW crushes it. +7% in AH +34% y/y product revenue growth +135% net revenue retention 436 $1M+ product revenue customers 78% gross margin (non-GAAP) Long $SNOW

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Mark D. Hines

@blueharbinger

9 months

$CELH is a hated stock, that is up big, and it's likely going much higher. Despite the massive short interest (recently over 30%), revenue growth continues to defy gravity (+140.8% year-over year, as per the latest October data from NielsenIQ) courtesy of its distribution

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Mark D. Hines

@blueharbinger

1 year

@benitoz I can do even better than that. How about a top growth stock idea going forward? This one may seem speculative, but the upside optionality for $ENVX is incredible. The report is reserved for members, but here's a PDF. @joceyreyes209 @simpleinvest01

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Mark D. Hines

@blueharbinger

1 year

$ENPH Illustrative Reminder: Here is one reason why Enphase inverters are better. Long $ENPH

Mark D. Hines

@blueharbinger

1 year

$ENPH Unlike a lot of alternative energy solutions (that are more about "talking the talk"), Enphase energy solutions are actually pretty cool (and viably "walk the walk"). Here is a good 3 minute video. Long $ENPH

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Mark D. Hines

@blueharbinger

1 year

$PLTR: How do others feel about the slowdown in Stock Based Compensation at Palantir in recent quarters? It's now similar to other high-growth stocks like $SNOW $DDOG $CRWD $NET $MDB and others... (charts from my most recent $PLTR report)

Mark D. Hines

@blueharbinger

1 year

$PLTR: Sharing my new Palantir article (they posted it on Seeking Alpha). Big Secular #AI Growth Happy 4th of July in the US! 🇺🇸 Long $PLTR

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Mark D. Hines

@blueharbinger

1 year

$ENVX: +9% this morning after today announcing the general availability of its standard-sized IoT and Wearable cell. Long $ENVX

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Mark D. Hines

@blueharbinger

11 months

$SMCI: If you like to invest in powerful secular growth opportunities, Super Micro Computer has likely caught your eye. 👀 #AI $NVDA Sharing my new free $SMCI report 👉

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Mark D. Hines

@blueharbinger

6 months

Met a 24 year old today and he asked for my best piece of investment advice. Do you agree with what I told him?... I told him, at 24, time is his greatest asset. Get in the market and let decades of compounding work its magic!

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Mark D. Hines

@blueharbinger

6 months

EARNINGS: Big week ahead: $ENVX: So much disruption potential 🔋 $NVDA: Will set the tone for the market #AI 🤖 $RIVN: $AMZN bought a lot of #EV vans $MELI: Feels like a "Mag 7" $INTU: Work 🐎 $INDI: My report is linked below.

Mark D. Hines

@blueharbinger

7 months

$INDI Anyone follow indie Semiconductor? Shares down 15% ytd, but Wall Street rates it "Strong Buy" w/ 88% upside (vs. cons. target). Sharing my new report: $INDI $CELH $CRWD

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Mark D. Hines

@blueharbinger

11 months

$SMCI Super Micro Computer can now design, construct and validate complete systems, and deliver ready-to-use rack-level solutions in weeks (versus months! for competitors). And the company is on track to support 4,000 racks/mo (of global manufacturing capacity) by year end! #AI

Mark D. Hines

@blueharbinger

11 months

$SMCI: If you like to invest in powerful secular growth opportunities, Super Micro Computer has likely caught your eye. 👀 #AI $NVDA Sharing my new free $SMCI report 👉

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Mark D. Hines

@blueharbinger

5 months

$CELH To say "Energy drink volume up 2.4% for 4 wks thru Feb 10, per NielsenIQ data" doesn't do proper justice because it's pretty much ALL Celsius driving the gains with $MSTR and RedBull down. Excited for Celsius earnings on Thursday. Long $CELH

Beverage Insights

@BevInsights

5 months

Celsius energy drink volume up 80.7% with a 3.6% avg price decrease for 4 wks thru Feb 10, per NielsenIQ. C4 volume up 53% along with a 4% avg price gain. Alani Nu volume up 57.5% with a 9% avg price drop for 4 wks. Ghost volume grew 32.2% with just a 0.2% avg price gain.

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Mark D. Hines

@blueharbinger

5 months

ADVICE: ☎️ Just got a phone call from the year 2055. Just. Keep. Buying.

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Mark D. Hines

@blueharbinger

6 months

$SMCI just hit $1,000/share 🤯😂 (it was $250 3-months ago)

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Mark D. Hines

@blueharbinger

11 months

$SOFI: Today 9/1, Pandemic-Era #StudentLoan Relief Ends. (interest is accruing. Payments are due 10/1). 🎓👨‍🎓🤑🤓 Sharing my report on how this will impact SoFi *hint: growth will accelerate further. Read👉

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Mark D. Hines

@blueharbinger

4 months

How Many Stocks Should You Own? 25-30 stocks is the “magic number” to be diversified (according to a popular 1970 study by Fisher & Lorie) as you can see in the chart below (i.e. 25-30 stocks diversifies away the 🦁lion’s share of stock specific risk). But of course there are

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Mark D. Hines

@blueharbinger

5 months

KENNY ROGERS should have said: Know when to hold 'em, Know when to OVERWEIGHT them. Long $NVDA and $SMCI

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Mark D. Hines

@blueharbinger

6 months

Celsius appears to still be running away with Red Bull and Monster's market share. Long $CELH

Beverage Insights

@BevInsights

6 months

Celsius Energy volume up 77% with a 2.7% avg price decrease for 4 wks thru Jan 27, per NielsenIQ data. C4 volume up 47.5% with a 4.3% avg price gain for 4 wks.

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Mark D. Hines

@blueharbinger

9 months

#HappyHalloween Sharing my new report: Top 10 Growth Stocks - Fear Creates Opportunity Secular leaders have pulled back, creating some very attractive (select) entry points! $LAC $NVDA $PLTR $ENVX $RIVN, to name a few! #AI #Cloud New Report👉

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Mark D. Hines

@blueharbinger

6 months

My newest 10 bagger: $META (owned since 2012)

Mark D. Hines

@blueharbinger

6 months

💥BOOM! $META +15% in AH. 🤯🤯🤯 Here are 6 things you need to know. (btw, Long $META!) 1. New $0.50 dividend is a smart 🤓 behavioral trick to make investors think Zuck is more disciplined (the perception that he wasn’t is what caused the shares to tank in 2022), but he still

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Mark D. Hines

@blueharbinger

5 months

INVESTMENT TIP: Want to retire someday? Just. Keep. Buying.

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Mark D. Hines

@blueharbinger

5 months

BUCKLE UP: $SMCI got the S&P 500 nod, $PLTR got snubbed (still a great biz) and the "Big Data" #AI mega-trend is still just getting started $NVDA. Sharing an update on how I'm playing to it. Hope you enjoy! 👉

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Mark D. Hines

@blueharbinger

3 months

Can anyone recommend some good ACTIVE INVESTOR twitter accounts to follow? No "get rich quick" crap, and no passive ETF salespeople, please. Do they even exist on Twitter? Thanks!

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Mark D. Hines

@blueharbinger

9 months

#Enphase is one of the most beat-up, out-of-favor stocks you will see ( #solar projects took a big hit w/ the economy, and reduced tax incentives in CA--it's largest customer base by far). Looks like the CEO just bought $100K of shares.👍🌞 Long $ENPH

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Mark D. Hines

@blueharbinger

1 year

$PLTR The Man. The Myth. The Legend. Read this... "The demand for Palantir's #AI Platform is unlike anything we have seen in the past twenty years. We are currently in discussions with more than three hundred additional enterprises to deploy AIP within their organizations, all

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Mark D. Hines

@blueharbinger

6 months

DUMPED: this $SMCI position at $995 yesterday. So glad it was in a Roth so no capital gains taxes (cost basis was $255). Cheers to the Weekend!! 🥂🍾

Mark D. Hines

@blueharbinger

6 months

$SMCI: +206% YTD 🚀 Hope you're holding in your ROTH account... I have a good friend/client w/ a very large: + Taxable Account + Traditional Rollover IRA She just opened a Roth w/ only $6,000 a few months ago. I was afraid to add a single share of $SMCI at the time because it

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Mark D. Hines

@blueharbinger

11 months

These are Technology Sector stocks with at least 15% expected revenue growth for this year and next (sorted by market cap). $NVDA $SNOW $TTD $CRWD $DDOG Do you recognize any of your favorites on the list?

Mark D. Hines

@blueharbinger

11 months

#HappyLaborDay Sharing my new report: Top 10 Growth Stocks - Attractive Entry Points Fast growers have pulled back over the last month, creating some very attractive (select) entry points! $SOFI $SMCI $ENVX $IONQ $PLTR, to name a few! #AI New Report👉

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Mark D. Hines

@blueharbinger

8 months

Long $ENPH 🚀 +11.7% yesterday +5.2% pre-market Good news on the tax-credit front!

Mark D. Hines

@blueharbinger

9 months

#Enphase is one of the most beat-up, out-of-favor stocks you will see ( #solar projects took a big hit w/ the economy, and reduced tax incentives in CA--it's largest customer base by far). Looks like the CEO just bought $100K of shares.👍🌞 Long $ENPH

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Mark D. Hines

@blueharbinger

5 months

If you have owned Nvidia or Super Micro Computer for the last few years (they’re up +1000's of %), I hope you own them in a Roth IRA so you’ll never pay taxes on the gains! 🚀🚀🚀 Long $SMCI and $NVDA (in an IRA) 😊

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Mark D. Hines

@blueharbinger

5 months

I don't normally share my weekly newsletter on X, but I figured this week, what the heck... Nvidia: AI Meet Digital Revolution (5 Stocks Worth Considering) (full $PLTR report included) $NVDA $SMCI $META $AMZN link: 👉

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Mark D. Hines

@blueharbinger

1 year

Name a single metric $MELI didn't improve on in Q2...

Mark D. Hines

@blueharbinger

1 year

$MELI Not surprisingly, MercadoLibre's post-market earnings release is a bright spot in a sea of ugly red today. Here are a few positives from todays earnings... Long $MELI... MercadoLibre: Redefining E-commerce and Fintech in the World's Most Dynamic Markets MercadoLibre's

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Mark D. Hines

@blueharbinger

6 months

$SMCI I am old enough to remember 2 weeks ago when $SMCI traded at $495. It's now $921 in AH 🤯🤯🤯 Long $SMCI

Mark D. Hines

@blueharbinger

6 months

$SMCI growth just got even more insane. Beat recently raised guidance. 🤯🤯🤯🤯 Long $SMCI

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Mark D. Hines

@blueharbinger

2 years

On Aug 31, 2020, the #DowJones replaced Exxon Mobil $XOM (after 92 years) with Salesforce $CRM. Here's how that's worked out so far... 🤦‍♂️

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Mark D. Hines

@blueharbinger

7 months

Sharing my new report: Amazon: Ranking "The Magnificent 7" for 2024 Tons of good data on the 7 mega caps AND on top small & mid-caps w/ huge growth & top Wall Street ratings + big upside. Enjoy! Link 👉 $AMZN $META $NVDA $GOOGL $MSFT $TSLA $CRWD $UBER

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Mark D. Hines

@blueharbinger

5 months

Anyone Buying $SNOW here? Sharing some data... -Down big ytd -Down huge from ath. -New CEO w/ #AI background -PEG scary high -Huge research spending -far from profitable -Big Data supports #AI -still growing fast Per the new CEO (Sridhar Ramaswamy): "There's no AI strategy

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Mark D. Hines

@blueharbinger

1 year

Long $SOFI

Mark D. Hines

@blueharbinger

1 year

$SOFI Anyone else excited for SoFi earnings on Monday? (before the opening bell). Here are a few thoughts on SoFi CEO, Anthony Noto... Anthony Noto: An Exemplary Leader Shaping the Future Financial World In the ever-evolving landscape of the financial industry, a great leader

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Mark D. Hines

@blueharbinger

4 months

FYI: $ENVX is messed up on X. Just by mentioning it in a post (see below), I got over 100 new followers in 12 hours. And then they were all removed (assuming they were bots) the next day. Be careful out there people!

Mark D. Hines

@blueharbinger

4 months

let's try a test... I am LONG $ENVX!!! 💪🔋🚀 💯

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Mark D. Hines

@blueharbinger

2 months

$NVDA HOLD MY BEER 🍻 Since everyone else is bragging... Long $NVDA Congrats to the longs! 🎉

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Mark D. Hines

@blueharbinger

6 months

Long $CELH

Beverage Insights

@BevInsights

6 months

Retailers estimated Celisus sales in c-stores sales shot up 88% in Q4, per Goldman Sachs Beverage Bytes survey. CELH grew 86% for full yr 2023. Retailers still broadly (87%) anticipate giving CELH incremental shelf space this spring.

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Mark D. Hines

@blueharbinger

5 months

🚀 $SMCI IS A SUPERPOWER: "We like scenarios where there is too much demand chasing too little supply... That's ongoing with #AI servers, and SMCI is a growing superpower in the server world." -Felix Wang, Hedgeye Long $SMCI

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Mark D. Hines

@blueharbinger

1 year

Enphase has a long history of beating earnings estimates (they did again yesterday), so the fact that the company provided lower guidance than the street expected (and the shares are selling off very hard today) just sets $ENPH up to beat earnings again next quarter. And the

Mark D. Hines

@blueharbinger

1 year

Loving my Enphase shares +8% today on another upgrade. $ENPH: What started out as a microinverter technology for home-based solar panels, is rapidly growing into a one-stop-shop for clean-energy solutions (batteries, EV charging, software). It’s the industry leader, and the SAM

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Mark D. Hines

@blueharbinger

5 months

$ENVX +15% in AH on earnings. 🚀Fun to see such volatile reactions to earnings, considering all the big value is still in the future. (beat on rev and EPS) 🚀Long $ENVX

Enovix Corporation

@EnovixBatteries

5 months

Today we released our Q4 2023 Letter to Our Shareholders detailing our progress 👉

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Mark D. Hines

@blueharbinger

5 months

$SMCI Are you freaking kidding me Super Micro!? 😂😂🤣

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Mark D. Hines

@blueharbinger

7 months

Long $CELH

Jonah Lupton

@JonahLupton

7 months

Yesterday we got the most recent retail sales data from Nielsen and they still look great for $CELH $CELH is still growing triple digits in retail stores -- this doesn't include online, Amazon, Costco, food service, international, etc but it's still a decent data point to

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Mark D. Hines

@blueharbinger

10 months

Lithium America splits on 10/3 into $LAAC (Lithium Americas Argentina) and $LAC (Lithium Americas NewCo). Considering #EV demand for #lithium based batteries is just getting started, pure play lithium opportunities have a lot of potential upside.

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Mark D. Hines

@blueharbinger

4 months

$FOUR Anyone follow Shift4 Payments? Looks good in terms of: + High revenue growth + Large TAM + Profitable already + Fwd PEG is like 0.4x + Growing from a smaller base (easier growth) than peers like Stripe, PayPal, Square. + Also shares down recently after acquisition talks

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Mark D. Hines

@blueharbinger

6 months

💥BOOM! $META +15% in AH. 🤯🤯🤯 Here are 6 things you need to know. (btw, Long $META!) 1. New $0.50 dividend is a smart 🤓 behavioral trick to make investors think Zuck is more disciplined (the perception that he wasn’t is what caused the shares to tank in 2022), but he still

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Mark D. Hines

@blueharbinger

1 year

@mc58452594 If $ALB and $LTHM both trade at over 10x forward earnings, I'd say $LAC has dramatic upside, especially if #Lithium prices rebound, as expected. #ElectricVehicles

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Mark D. Hines

@blueharbinger

9 months

Palantir is 💯 a Top 10 Growth Stock on my list... Long $PLTR My rankings 👉

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Mark D. Hines

@blueharbinger

5 months

@DecadeInvestor Just. Keep. Buying.

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Mark D. Hines

@blueharbinger

1 year

Better long-term investment? ✅ $SOFI ✅ $PLTR ✅ $ENVX ✅ All 3

SoFi

535

Palantir

644

Enovix

164

All 3

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Mark D. Hines

@blueharbinger

5 months

$NVDA: IGNORE THE HATERS: My bullish $NVDA article in '09 got a lot of hate comments (see below). Reading them now is so sweet! 🍦😂🤖 Looking forward to Nvidia's Premier #AI Conference this week #GTC . Jensen speaks Monday! Long $NVDA!

Mark D. Hines

@blueharbinger

5 months

I don't normally share my weekly newsletter on X, but I figured this week, what the heck... Nvidia: AI Meet Digital Revolution (5 Stocks Worth Considering) (full $PLTR report included) $NVDA $SMCI $META $AMZN link: 👉

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Mark D. Hines

@blueharbinger

4 months

Do You Have Stock Options? You're going to want to know the rules (taxes/risks). Explaining ISOs, NQSOs, Restricted Stock & RSUs: First of all, congratulations! You’ve clearly had some success getting hired by a company that offers stock options and restricted shares. And you’ve

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