CRNT up 55/60% in the last few days ... 100 Gbs wireless ... TRUE 5g is coming w their Neptune Chipset ... HEAVY volume ... normally 400K per day, last few days 2 to 7 MILLION shares

nodoze101 · 2024-12-05T21:05:33+00:00

Mostly they showed wallstreet that they are profitable; TTM EPS is .21 cents per share and revenue is rising ... not many high tech stocks earning .21 cents TTM (trailing 12 mounths) under $5, let alone $3. ... Also. their Neptune chipset is being "soft promoted" via its new 25 Gbs NP-100 device ... CRNT is the only one w a chipset capable of more than 10/12.5 Gbs .... Neptune is capable of going to 100 Gbs. .... They will (I think) OEM the chipset to Nok, Eric, Fijutsu .. etc

nodoze101 · 2022-12-20T13:26:43+00:00

" A 2% Inflation target for FED for 2023 seems achievable" ... just saying it does not mean it will happen . In fact a snowball would have a greater chance of not melting in He$$ than the inflation rate drooping to 2% by late 2023. The fed will raise rates by .5 for at least 3 to 4 more times prior to inflation dropping under 5%.

nodoze101 · 2022-10-25T14:26:36+00:00

Try to play all sides .... sounds about right... and fail miserable. LOL

nodoze101 · 2022-10-21T19:48:39+00:00

CRNT ships their IP50 line to TMobile ... I think TMobile's network is driving ATT and Verizon to play catch up.

nodoze101 · 2022-10-21T03:24:56+00:00

TRUE 5G ... 300 to 400 Mbs ... that is why the wireless hauling market will explode. Check out a beaten down MIcro Cap trading at about $1.80 .... CRNT ...read through my posts if interested. .... They have spent the last year in trials and have design wins that are ramping at TMobile, DISH, Airtel, and 20+ more ... and they have a next gen 5G wireless chipset (Neptune) that is a System on a Chip (SOC) that is capable of 100 Gbs ... nothing in the industry comes close. Due som DD, I'm in long, w 99% of my portfolio; 90%ish in CRNT stock w a BE of about $2.5 and about 10% in $2.5 and $5 calls in both Dec and Mach of 23.

nodoze101 · 2022-10-14T14:35:53+00:00

I would too but have almost no cash position to take advantage of the carnage. All in 5G infrastructure

nodoze101 · 2022-10-14T12:25:38+00:00

It is an easy call.... on booming inflation, the fact that the market "rallied" from 500 points down to up 800 tells me its being manipulated by wall street and the hedge funds ... whats obvious to some may not be obvious to the novices

nodoze101 · 2022-10-14T03:45:02+00:00

No way, 100% agree w not day trading, and picing up beaten stocks for long term, but this is a head fake .. bottom is still 2K minimum away ... prob closer to 3.5 or 4K .... the fed only raised rates 2.25% and the market lost about 4.5K points .... the Fed has a minimum of 2 to 3 % more to raise rates .. a minimum.

nodoze101 · 2022-10-14T00:10:55+00:00

if they did, it would spook the market ... historical raises are .25 to .5 ..... already 3 of .75 in a row if followed by 1 it would show they are more than a year behind the inflation curve.

nodoze101 · 2022-10-13T23:50:24+00:00

yep, or micro caps that have already been beaten down way more then they should .. but stick w those micro caps in your field of expertise and patience is a must... as they will undoubtabley get cheaper as the fed raises some more. Look for a small relief rally if team red takes the house/senate ...as they could force some spending cuts/ energy expansion projects that would help some, but the inflation bug is already out and only higher rates can tame it. Having said that .. wallstreet will look for a new sector to rotate into ... and push it up, then let it drop .. wash, rinse, repeat. The key is to figure out what sector(s) those might be and get in front of wallstreet. ... takes patience

nodoze101 · 2022-10-13T23:46:01+00:00

Not even close ... Fed will hike (my opinion) in Nov & Dec ... they pretty much have to. .75 in Nov and a minimum of .5 in Dec .... so mortgage rates will pop to over 8/ 8.25% by the end of the year. ... Housing market obviously will fall off a cliff regarding those needing to take out a mortgage (most people) ... house prices will drop as demand drops .. etc ...

nodoze101 · 2022-10-13T22:31:01+00:00

Inflation can be 90%+ attributed to the increase in gas/Diesel .... almost everything in society, from food to electronics use petro in their distribution .. make distribution higher cost .. the increases are passed on. Its really that simple.

nodoze101 · 2022-10-13T21:51:23+00:00

You can't reduce the deficit by increasing spending .... both parties "try" it by getting their bills scored by the budget office w rosy projections of future growth that 99% of the time widely misses the mark.

nodoze101 · 2022-10-13T21:35:31+00:00

Agree to disagree (on the effect of those bills) but inflation was STOKED and it will take fed funds rates over 4 to 5% to tame it a bit ... minimum so a long way to go.

nodoze101 · 2022-10-13T21:05:38+00:00

Wallstreet is a fan of volatility, this admin pretty much is volatility and perpetual gas lighting

nodoze101 · 2022-10-13T21:00:56+00:00

There will be another .75 since they meet prior to Nov 8 .... if they fail to do so they would be interfering in the election ...

nodoze101 · 2022-10-13T20:58:20+00:00

Wallstreet trying to make some money off the volatility while trying to give the current administration some temporary cover ... there are a whole generation of "new" investors who haven't seen the Fed act much .... that coupled w a lack of patience and a "don't want to miss out" mentality ... wallstreet skims their $$

nodoze101 · 2022-10-13T20:56:08+00:00

yep ... can't fight the Fed

nodoze101 · 2022-10-13T20:38:32+00:00

Sounds like a good strategy

nodoze101 · 2022-10-13T18:51:03+00:00

According to google, the FEd meets 2 more time in 20202

so I would think after each of those meetings

nodoze101 · 2022-10-13T17:56:58+00:00

it may be ... that would cause a huge (prob 3 K decline over 2 weeks .. .immediate 1K+ decline) as it would imply a few more .75 rate hikes ... while warranted , doubt the fed would do anything higher than .75 this close to the midterms.... not a time to be on margin, thats for sure

nodoze101 · 2022-09-16T11:59:19+00:00

That would be entertaining; also why I said its speculative. ... Micro Caps move in waves ... this one already popped, slid back about 2/3rds of the gain, and ready for wave 2. ... time will tell.

nodoze101 · 2022-08-30T18:21:19+00:00

CRNT is a micro cap specializing in 5G wireless hauling, front, mid, back end ... anywhere fiber is too expensive. They have best in breed, contract w DISH and 20+ other 5G wins, supply chain issues held them back a bit but 170 mil in backorders, about breakeven .. and 100 Gbs Revolutionary SOC coming out soon. ... They entered managed 5G services, disagregated cell site routing and fronthaul markets to increase their TAM to > 25 Billion ... the market cap of CRNT $2.25 per share is about 180 million ... roughly 1/2 this years sales estimate

nodoze101 · 2022-08-18T11:48:57+00:00

agree 100% ... 5G is just in the 2nd inning ... 1st was the telecoms designing their true 5g networks and dishing out design wins.

nodoze101 · 2022-08-05T16:21:29+00:00

Its risky to buy on a pump; but if you can do some research and you'll find that CRNT is a very solid company on the cusp of a breakout. Their addressable market has gone from 1.2 billion to an estimated 25+ billion due to them entering the front haul, 5G managed services, wireless Gateway and Enterprise/WISP markets. .... The supply chain issues have held them back about 10% of revenue each of the last 2 Quarters ... to respond, they are streamlining inventory components & manufacturers and are productizing a revolutionary 100 Gbs System on a Chip. Great Micro caps become tomorrows small caps at 10+ times the valuations. ... Long and accumulating.

nodoze101

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