GCT

marsvoltronz

their actual flagship product with a TON of interest from real players is finally hitting the market and you're using old revenue to suggest what they might make? they're going to be making multitudes more this year and it will reflect in earnings reports and press releases this year. Also their cash burn will slow because they're no longer developing the product and focused on customer fulfillment. Also they are fabless and use Samsung to produce so cash burn won't go up from that either. They're in a good place. and they'll get that debt paid with a restructure most likely for the short term debt. and even if they diluted 35 mil for the short term, it won't matter much. The upside is huge as they cut into underserved markets that need a cheaper and more streamlined product. GCT has really understood their assignment and how they could carve out a very lucrative niche. watch it unfold this year. will be a beauty.

sleuth_creamer

Gemini recommended below based on the give criteria Criteria,GigaCloud (GCT),Gravity (GRVY) Market Cap,~$1.5B (Borderline),~$430M (Pass) ROE / ROIC,30% / 25%,30% / 30% Revenue Growth,40%+,10% (Variable) EPS Growth,50%+,15%+ PEG Ratio,~0.4,~0.7 Founder-Led,Yes,No Moat Type,Network Effect / Cost,Intangible Assets (IP)

MilkshakeBoy78

here is my DD on GCT https://www.reddit.com/r/ValueInvesting/comments/1p1bsf0/gct_gigacloud_technology_inc_endtoend_b2b/

Tru3insanity

Yeah its earnings VS expectations. If expectations are hot garbage but then the stock had an earnings beat, it can drive some crazy increases. If that patterns repeats for another earnings cycle, it can accelerate growth even more. Saw that with GCT this year. Expectations were terrible early in the year because of tariffs then they exceeded expectations more than once and its skyrocketing. The reverse is true too and its why you often see hyped stocks like NVDA falter after earnings. Expectations are so high that a good quarter might not be good enough.

Acceptable-Bag-4446

Agreed! I take small positions each year in the top 10 stocks and usually cut some after a few months. I can pay for the subscription pretty quickly with few of the many picks I got from SA like CLS, APP, GCT, CREDO, and now POET. Just got into options and poet was my first buy, sold them after a recent run up. Had alpha picks for a few years, dropped it this year after they kept picking repeats. Like the quant and the ratings for each stock. Also like the trade tracking, have to import manually but tracks daily and total gains. Super annoying is I'll get a "strong buy" article then 5 mins later a "sell" article from a different author. Just have to do your own research

nejat-jobs

$GCT

HaussmannCoyote

**Plain and simple explanation:** a pump-and-dump scheme by scammers. Let me explain: Recently, I was targeted by two ads on Facebook: * The first one featured Aswath Damodaran (a very famous NYU Stern finance professor), speaking directly to the camera and explaining that he had a private investment group achieving great returns, inviting people to join. I clicked to see what it was and was redirected to a WhatsApp number. * The second one featured Jean Boivin (Head of BlackRock Financial Institute), doing the same thing, with a CTA button asking me to share my email/number to get in touch via WhatsApp. The first video and link felt sketchy, the second one even more so. I felt the scam coming, but that’s when I realized both videos were deepfakes. I knew this was a next-gen scam, well orchestrated with AI, so I decided to text the number to see what it was. Since the end of July, I have been in touch with a so-called *investment advisor*, who has been sending me messages about stocks to invest in. I was also added to a WhatsApp group. The stocks they sent me are the following (all NASDAQ-listed): * **SMCI** on July 31 (dropped $15 since) * **MRVL** on August 4 (no big movements since) * **INTC** on August 11 (up $10 since) * **AI (C3.ai, Inc.)** on August 13 (no major movements since) * **NIO** on August 18 (almost 2× since) * **GCT** on September 9 (no major movements since) Then they started talking about an upcoming *“Eagle 6 transaction”* that would supposedly be very big (30–60 day holding period with 180%–260% returns). I told them I would invest big, and that was the signal for the real scam. Since then, they’ve been asking me to provide screenshots of my losses so they could “compensate” me. I never invested a single dollar in any of the stocks they sent me—I was just curious to see where this was going. But wow… the level of sophistication and planning required to orchestrate such a scam is terrifying. It’s very bad for the stock market that things like this can happen unnoticed and without consequences for the scammers. I hope the relevant authorities step in and prevent these schemes, because from what I’ve read on other threads, some people have lost a lot.

HaussmannCoyote

**Plain and simple explanation:** a pump-and-dump scheme by scammers. Let me explain: Recently, I was targeted by two ads on Facebook: * The first one featured Aswath Damodaran (a very famous NYU Stern finance professor), speaking directly to the camera and explaining that he had a private investment group achieving great returns, inviting people to join. I clicked to see what it was and was redirected to a WhatsApp number. * The second one featured Jean Boivin (Head of BlackRock Financial Institute), doing the same thing, with a CTA button asking me to share my email/number to get in touch via WhatsApp. The first video and link felt sketchy, the second one even more so. I felt the scam coming, but that’s when I realized both videos were deepfakes. I knew this was a next-gen scam, well orchestrated with AI, so I decided to text the number to see what it was. Since the end of July, I have been in touch with a so-called *investment advisor*, who has been sending me messages about stocks to invest in. I was also added to a WhatsApp group. The stocks they sent me are the following (all NASDAQ-listed): * **SMCI** on July 31 (dropped $15 since) * **MRVL** on August 4 (no big movements since) * **INTC** on August 11 (up $10 since) * **AI (C3.ai, Inc.)** on August 13 (no major movements since) * **NIO** on August 18 (almost 2× since) * **GCT** on September 9 (no major movements since) Then they started talking about an upcoming *“Eagle 6 transaction”* that would supposedly be very big (30–60 day holding period with 180%–260% returns). I told them I would invest big, and that was the signal for the real scam. Since then, they’ve been asking me to provide screenshots of my losses so they could “compensate” me. I never invested a single dollar in any of the stocks they sent me—I was just curious to see where this was going. But wow… the level of sophistication and planning required to orchestrate such a scam is terrifying. It’s very bad for the stock market that things like this can happen unnoticed and without consequences for the scammers. I hope the relevant authorities step in and prevent these schemes, because from what I’ve read on other threads, some people have lost a lot.

OrdinaryReasonable63

I’m not so sure about the other ones but I’ve been in and out of GCT, flipped it for a 2x bagger recently. I have traded in and out of it but I personally wouldn’t hold the thing too long. Ive used their site and its dog doo-doo. I don’t know if I trust their financials, seems like they are juicing their margins by issuing a ton of stock. It’s also a bad omen that the founder sold all of his shares a week or so back.

SubstantialAd8632

GAMB - Busiest time of year for betting site signups as the NFL & European soccer seasons start. GRRR - 2 New contracts signed and should close more before they report. GCT - Crazy growth. MDA - Lost a contract and that is why it is on sale, long term demand and production capacity is only increasing rapidly, oversold IMO.

simp4reyna

$GCT

Recent_Register_2952

I keep missing the entry on GCT

BirthHole

Alright.. finally home from work and able to shitpost.. Got to sell my GCT for a tidy $999.92 profit today. A few more sales possible, but I'm good for the weekend. Behrs wrecked and horrifically incontinent

Curious_Development

Thought about buying up auxiliary AI/cloud stocks like SMCI, GCT, DELL when they dipped today but ultimately decided that they are too volatile and it's better to add more to my port of the heavy hitters like AMD, NVDA, GOOG.

_RAPTORMAN_

GCT shares to 30, against all odds, this fucker is rising

Gloomy_MTTime420

I couldn’t find a specific date. Have you looked through the SEC filings by chance? I have looked through all the filings, read most, except the longer 10-K financial or the full prospectus. But have you seen the deals going on with Social Mobile with an LOI of $20M and $5M in earn-out consideration contingent upon achieving the target revenue in the LOI. Then there’s the deal with Orbic North America. But looking at Orbic North America, we see some ties to bringing manufacturing back onshore and signing a deal with the semiconductor company $GCTS. So I’ve opened positions in both $SONM and $GCTS. Reference: https://newsbywire.com/doogee-announces-non-binding-proposal-to-acquire-sonim-technologies-for-3-6-per-share-in-cash/ https://www.stocktitan.net/news/SONM/orbic-north-america-llc-announces-agreement-in-principle-to-acquire-eav3xul1zq1x.html https://www.assemblymag.com/articles/99311-orbic-electronics-to-reshore-production-to-long-island Orbic North America and GCT Semiconductor Sign LOI to Develop and Supply Orbic-Branded FWA Gateway and Mobile Hotspot with GCT’s Verizon-Certified 5G Module https://www.newswire.co.kr/newsRead.php?no=1009553&sourceType=rss https://www.sec.gov/edgar/search/#/ciks=0001178697&entityName=SONIM%2520TECHNOLOGIES%2520INC%2520(SONM)%2520(CIK%25200001178697)

simp4reyna

GCT

HND171

GCT 🍀

HND171

GCT 🍀

HND171

GCT

TheRootOfMostEvil

I want to go all in on GCT. Good idea or bad idea?

TheRootOfMostEvil

I want to go all in on GCT. Good idea or bad idea?

Otectus

My holdings in GCT are about to effing skyrocket. That's what.

Otectus

Tripling down on GCT (GigaCloud Technology). First bought in a little over month ago and seen my investments nearly doubled already. It's only going to continue soaring. Solid business and a damn good stock thus far, if you didn't buy into it prior to a bit of a mess it had last year. Gonna be watching for when to sell but it's working for me very well through thick and thin thus far thanks to being drastically undervalued at present.

Leading_Form_8485

Slow day today. Not penny but GCT is pumping atm. Take a looksee.

Otectus

Down 37% over 3 years BEFORE... Now up nearly 60% in the month since I recommended it. I am making a huge bundle on GCT. :)

Otectus

GCT is up 52% over the past 30 days. I invested in it 30 days ago lol. Gonna hold a while too.

Otectus

My GCT stock is up over 30% in five days. ~60% overall gains in a month. I'm happy.

JerseyJimmyAsheville

I have owned a company, GCT, in another sector, it started as a HG business, and is extremely profitable, but the stock performance wasn’t there over time. For this Bitcoin is Bitcoin wherever you are in the world, so thank you for posting.

Otectus

They offer B2B e-Commerce services, connecting manufacturers throughout Asia with buyers in the US, UK, Germany, other European countries, Japan... They employ an SFR model, enabling suppliers to directly fulfill orders, which reduces inventory risk and capital expenditures for the company. Which is probably why they keep reporting massive increases in revenue year over year but I digress. The stock was originally worth FAR more than it currently is but due to a massive investor pulling all out paired with the tariffs drama... The value of their stock plummeted and plummeted hard. That massive loss, however, is now over. $11-12 seems to have been the lowest dip and it is now trucking harder than ever. They reported much higher revenue and other figures this quarter than expected, meaning they are making rapid and substantial progess in regaining the market share they lost from really amounted to bad luck. With tariffs dying down and countless heavy investors jumping on the opportunity presented by this company, you'll see the effect it has had on the value of this stock. And this isn't remotely the end of just how far this stock will go. Even if it returns to pre-2024 fourth quarter levels, you'll have secured a fat check off of it. Headquartered in El Monte, California, so could avoid any potential delisting by the US government. They've also been diligently working to adjust their logistics and business model so that tariffs alone will never hit them that hard again and I gotta admire how well they've navigated what has amounted to... A series of extremely unfortunate events for the company. They also won TWO Gold Stevies at the 2025 American Business Awards. No matter what metric or ranking you look at, all experts seem optimistic on this company. And if you can look at the history of the stock's value... It's abundantly clear. GCT is bouncing back hard.

fashionablymitch

Really, check out GCT, major upside.

fashionablymitch

GCT

dimethylhyperspace

Meme stock GCT from two years ago up 17% from earnings tonight..might be a play there

Otectus

On GCT? Why, might I ask?

Otectus

Dunno but judging by GCT jumping up the way it is, I'm assuming something I predicted. 😂

SPAC_Time

On sale beginning tomorrow, two "Lead Book-Running Manager - Cohen & Company Capital Markets" SPACs from some of the same people who did the Concord Acquisition SPACs. Depending on any over-allotments, sometimes you can pick up units on the first day for $10.00 [Real Asset Acquisition Corp. Announces Pricing of $150 Million Initial Public Offering](https://www.globenewswire.com/news-release/2025/04/28/3069715/0/en/Real-Asset-Acquisition-Corp-Announces-Pricing-of-150-Million-Initial-Public-Offering.html) \- RAAQU [Digital Asset Acquisition Corp. Announces Pricing of $150 Million Initial Public Offering](https://www.globenewswire.com/news-release/2025/04/28/3069721/0/en/Digital-Asset-Acquisition-Corp-Announces-Pricing-of-150-Million-Initial-Public-Offering.html) \- DAAQU "Each unit consists of one Class A ordinary share and one-half of one redeemable warrant, with each whole warrant exercisable to purchase one Class A ordinary share at a price of $11.50 per share, subject to certain adjustments" "[Members of our board of directors, management team and affiliates](https://www.sec.gov/Archives/edgar/data/2052162/000121390025011355/ea0229742-01.htm#:~:text=Members%20of%20our%20board%20of%20directors,%20management%20team%20and%20affiliates) of our sponsor have also served as executive officers, directors and/or advisors of Concord Acquisition Corp (“Concord I”), a former blank check company that raised $276 million in its initial public offering in December 2020. Concord I terminated its business combination with Circle Internet Financial Limited in December 2022 after having reached the outside date of its business combination agreement. In December 2022, Concord I redeemed all of its outstanding shares of Class A common stock because it was not able to consummate its initial business combination within the time period set forth in its charter. Members of our board of directors and management team have also served as executive officers, directors and/or advisors of Concord Acquisition Corp II (“Concord II”), a blank check company that raised $250 million in its initial public offering in September 2021. In May 2024, Concord II held a special meeting of stockholders to extend the time by which it had to consummate its initial business combination from June 2024 to March 2025. In connection with the special meeting, the holders of 12,498,716 shares of Class A common stock elected to redeem their shares for a pro-rata portion of Concord II’s trust account. Concord II is currently in the process of completing its initial business combination with [Events.com](http://Events.com), Inc., which executed an agreement and plan of merger in August 2024. As of February 4, 2025, the closing price of Concord II’s shares of Class A common stock was $10.61. Members of our board of directors and management team have also served as executive officers, directors and/or advisors of Concord Acquisition Corp III (“Concord III”), a blank check company that raised $345 million in its initial public offering in November 2021. In May 2023, Concord III held a special meeting of stockholders to extend the time by which it had to consummate its initial business combination from May 2023 to November 2023. In connection with the special meeting, the holders of 30,460,066 shares of Class A common stock elected to redeem their shares for a pro-rata portion of Concord III’s trust account. In November 2023, Concord III held another special meeting of stockholders to further extend the time by which it had to consummate its initial business combination from November 2023 to August 2024. In connection with that special meeting, the holders of 98,573 shares of Class A common stock elected to redeem their shares for a pro-rata portion of Concord III’s trust account. In March 2024, Concord III completed its initial business combination with GCT Semiconductor, Inc. (“GCT”). As of February 4, 2025, the closing price of GCT’s shares of common stock (Nasdaq: GCTS) and warrants (Nasdaq: GCTSW) were $2.11 and $0.11, respectively."

Otectus

My GCT stock performed remarkably today but I figured after yesterday. Opened at $12.29, hit a high of $12.83 then hit another high in the after hours of $13.48. God I love this stock. About as much as my NFLX holdings, especially when it hit that sweet spike recently. But GCT seems to be the most stable and pleasantly lucrative investment I have. I have more confidence in it than I do Netflix.

Otectus

To be completely real, I hadn't even bought any of it when I made my first post. Not one stock. I told my a relative first, they immediately invested. I then went back to making the post on GCT and invested myself when I had the chance. I'm not the least bit greedy or selfish. I was in no rush to put myself first on this. I'd rather everyone see me accurately predict something as opposed to a little extra cash on top of what I'll already be making off of this. I live for recognition and I thought it was about time I started sharing my expectations of stocks since I'm almost always correct. I'd even just instructed a buddy of mine to start shifting his investments from sales bassed companies to the service industry, with an emphasis on Netflix. He bought Netflix and it gained value of... What, 60 bucks in a single day? I dunno, had holdings in Netflix since it was in the 300s. Still not quite ready to sell anything I have on that front unless Trump were to announce the delisting of Chinese companies tomorrow morning. Then it's allllllll GCT.

Otectus

Still getting downvotes but at least I'm getting paid. GCT is going HARD right now.

Otectus

There are many reasons to invest right now beyond geopolitical but I'm too lazy to lay out all of the numbers of this business and explain them for people who can't see the pattern, take the time to research whether or not this company is undervalued, the extent to which that it is and how these trends work. Even as the NASDAQ went negative today, GCT outpaced it by far maintaining a strong upward trend for the 3rd day in a row. There's still time to jump on the train. They turned a 5-day -7% into a 5-day +6% in the span of two days. It's generally a volatile stock but there's a clear pattern, the business is sound and its leadership beyond experienced as well as prepared. This stock should not be this cheap and it's not going to stay this cheap for long. It almost feels artificially suppressed, even, if you ask me but I would never recommend it so strongly and so publicly if I hadn't analyzed all relevant data and arrived at the conclusion this was rock solid enough for me to actually back. I haven't been this confident since Bitcoin first arrived on the scene and the teenage nerd in me threw everything and the kitchen sink into it back in 09. I'm fully aware my communication skills are likely trash but I'm diagnosed AuDHD. The stock market just happens to tickle my fondest special interests and I'd never recommend a stock to anyone which I didn't have full confidence is a safe and guaranteed lucrative stock. If you have any specific questions, I'm happy to answer them. I just wanted to see people profit and maybe get a thanks or two. 😂 I'm usually quite anxious which is why this is my first time posting a stock publicly. Ordinarily I only make recommendations to friends and family.

Alone-Supermarket-98

Sooo...GCT is a B2B ecommerce platform for large package shipments from China at a time when tarrifs in china have gone to 145%, or wherever the hell they are now. Before the tarrif chaos kicked in, GCT was already down 19%, and in the past 3 years has been down 37%. Last quarter's eps were down 45%. BlackRock bought in at around $22, and they are sitting on a 45% loss on their positions, so I have a hard time taking comfort in their expertise. If you want to roll the dice that Trump suddenly reverses course on 30 years of rhetoric about china, this will be a great play.

Otectus

Please read my comments below if you're in search of further information. I'm too lazy to engage with Redditors right now. Will be coming back after GCT's competition is delisted and I walk off with a fatter wallet though. Just to see what the comment section looks like by then.

Otectus

That's because it's not a normal stock and it's not at all about the current substantiated value of the company. The B2B e-Commerce market is largely dominated by Chinese companies. Trump Team is pursuing the idea of delisting those companies entirely if China doesn't play ball and China isn't likely to play ball. GCT stands to reap massive benefits from that for obvious reasons.

Master_of_Krat

I’m down 22-30% on some stocks that are profitable but not popular right now (GCT in particular). Won’t even think of selling until we hit tax-loss season this fall. Saw too many people dump everything in spring 2020 and fall 2022 only to miss massive gains on the next upswing.

YourWifesDad

Time for GCT to pump

YourWifesDad

Time for GCT to pump

YourWifesDad

GCT moons today.

YourWifesDad

GCT going to pump

MoatMind

\### Moat Mind 2025 February Portfolio | Company Ticker | Close Price | Currency | Percentage in Portfolio | |---------------|------------|----------|------------------------| | CROX | 99.57 | USD | 19.5% | | [BMW.DE](http://BMW.DE)| 83.90 | EUR | 5.7% | | [MBG.DE](http://MBG.DE)| 59.77 | EUR | 12.1% | | [FLOW.AS](http://FLOW.AS)| 25.48 | EUR | 17.2% | | [CATG.PA](http://CATG.PA)| 5.05 | EUR | 17.1% | | GCT | 16.93 | USD | 17.9% | | ACLS | 54.79 | USD | 2.7% | | [XFAB.PA](http://XFAB.PA)| 4.57 | EUR | 7.7% |

MoatMind

Company Ticker|Company Ticker|Close Price|Currency|Percentage in Portfolio CROX|99.57|USD|19.5 BMW.DE|83.90|EUR|5.7 MBG.DE|59.77|EUR|12.1 FLOW.AS|25.48|EUR|17.2 CATG.PA|5.05|EUR|17.1 GCT|16.93|USD|17.9 ACLS|54.79|USD|2.7 XFAB.PA|4.57|EUR|7.7 Moat Mind Portfolio February 2025

OrdinaryReasonable63

GCT earnings Monday, anyone playing this? If I've learned anything from last year it's that Taiwanese-American companies with shady financials are excellent investments 

Thebrosky10

I've done a deep dive on Gigacloud Technologies (GCT) and was wondering if anyone knows about them. good growth story, sustainable growth, got beaten up from interest rate hikes and now trading at a 6x cash flow. Management last quarter anounced a roughly 5.4% share buyback for a $800M market cap company. currently trading around $17. I have more of a thesis then im sharing here but any red flags you can find?

YourWifesDad

GCT at $17.50 with a $50 PT. Earnings 3/3

YourWifesDad

GCT pumps on 3/3 earnings

YourWifesDad

GCT pumps after earnings on 3/3

nanocapinvestor

The shorts completely played themselves on this one. [GCT's Q2 numbers were absolutely insane with that 89% gross profit jump](https://beyondspx.com/article/gigacloud-technology-inc-gct-a-disruptive-force-reshaping-the-e-commerce-landscape) and they're still trading at bargain basement valuations. The Noble House integration is printing money already and their BaaS rollout is going to be massive. Love how they have those fixed shipping contracts locked in too - smart move with freight rates going nuts lately. Grizzly's "research" was amateur hour garbage and anyone who shorted based on that deserves to get rekt. This is what actual execution looks like, not some BS web traffic "analysis" from 🤡 who don't understand B2B.

medphysik

Researching gct and had the same thoughts, think the short report has kept the shares low. The GCT short report was authored by Grizzly Research, a short-selling firm. Their report, published on May 22, 2024, raised concerns about GigaCloud Technology’s financial practices, including alleged use of undisclosed related-party shell companies to inflate metrics like revenue and GMV

nanocapinvestor

GCT is actually legit. [Revenue grew 103% YoY to $310M in Q2 2024](https://beyondspx.com/article/gigacloud-technology-inc-gct-a-disruptive-force-reshaping-the-e-commerce-landscape). They dominate large parcel B2B e-commerce with zero real competition. Those Grizzly Research clowns got destroyed - their "50 visits per month" claim was complete BS. Noble House acquisition already adding $57M in GMV. Management keeps executing while shorts keep crying. Fundamentals are insane for the valuation - PE under 7 with 100%+ growth and $185M cash. This is what happens when 🌈🐻 try too hard to find fraud and end up creating a buying opportunity.

HindzyInts

anyone looking at GCT

ShoppingComplex2782

This is what it gave me.. i asked for 5 … i looked up each and keyed on BMEA…i used follow up prompts like evaluation of trends, sentiment, forecast, and earnings…. As of early February 2025, the following stocks have the highest percentages of their float sold short: 1. B. Riley Financial Inc. (RILY): Approximately 60.26% of its float is sold short. 2. Beyond Meat Inc. (BYND): Approximately 49.18% of its float is sold short. 3. Medical Properties Trust Inc. (MPW): Approximately 44.48% of its float is sold short. 4. Biomea Fusion Inc. (BMEA): Approximately 42.85% of its float is sold short. 5. GigaCloud Technology Inc. (GCT): Approximately 31.17% of its float is sold short.

Master_of_Krat

I did. Added more GCT and PHM.

Bridledbronco

Man I got raked on GCT, I still made a solid 20%, but I missed a lot more. Not counting anything as a loss, I hit my numbers I agreed to, but damn I left a lot on the table.

Master_of_Krat

Same reason GCT is so cheap.

CosmicSpiral

Top: APP Flop: GCT Surprise: HNRG Sector MVP: Industrial Most Played: OWL (buying)

HandleNatural542

How you positioned on GCT & PDD now? I still think they rocket next quarter despite tariff announcements dragging them down into 25.

vistron6295

ACGL,ACIW,GCT,GRBK,PHM,PPTA,MVIS,TLK,VUZI What I really like about them is that I have hardly ever heard about them in WSB.

Bridledbronco

I write calls (sell the contracts) every week. 90-95% of the time I pocket the premium because some dufus bought them and they expired worthless (to them). Means I keep my shares and do it again the next week, pocketing premium. ASTS has been wonderful. The 5% of the time I truly get fucked, lose my shares and generally lose out of some sweet sweet gainz. Looking at you GCT! I also wheel about, where you sell a CSP, it may exercise then turn around and sell CC on it. Mind you naked is scary as hell, it’s largely profitable because most of the contracts don’t hit the strike. But like this regard found out, when they do and keep on trucking, that bill ain’t cheap. Selling naked that far out takes some cajones.

Melonskal

What do you think makes GCT promising? Doesent look too hot to me

GladCaregiver1973

If you want to find a better deal that no one is covering, look for GCT. Honestly is a crime how long GCT has been gone unnoticed. Analyst's average is pointing the fair price at twice the value it is right now.

Winter_ls_Coming

I own the stock. The Culper report was bogus. Their previous short reports were SOUN, IREN, GCT, XMTR, AXSM, TBBK, RUM, KSPI, XPEL, and ACEO. Most of these have been just fine. Happy to keep holding ZETA.

zaboman358

The ticker is GCT

GladCaregiver1973

Just buy GCT stock. It had 60% upside until this earning. They crushed earnings and it jumped only 15% today. Probably has at least 100% more upside. I bought 45C for 2 weeks from now but if you want to be safe just buy the stock. MSTR also a safe bet

CosmicSpiral

**Gigacloud Technology Q3 Report** * Total revenues of $303.3 million increased 70.2% from $178.2 million for the third quarter of 2023. Total revenues of $865.3 million increased 88.5%, from $459.1 million for the same period of 2023. * Gross profit of $77.3 million increased 58.1% from $48.9 million for the third quarter of 2023. Gross margin was 25.5%, compared with 27.4% for the third quarter of 2023. Gross profit of $220.2 million increased 85.4% from $118.8 million for the same period of 2023. Gross margin was 25.5%, compared with 25.9% for the same period of 2023. * Net income of $40.7 million increased 68.2% from $24.2 million for the third quarter of 2023. Net income margin was 13.4%, compared with 13.6% for the third quarter of 2023. Diluted EPS increased 66.1% to $0.98, from $0.59 for the third quarter of 2023. Net income of $94.8 million increased 62.1% from $58.5 million for the same period of 2023. Net income margin was 11.0%, compared with 12.7% for the same period of 2023. Diluted EPS increased 60.8% to $2.30, from $1.43 for the same period of 2023. * Adjusted EBITDA increased 63.8% to $48.8 million, from $29.8 million for the third quarter of 2023. Adjusted EPS -- diluted increased 55.4% to $1.15, from $0.74 for the third quarter of 2023. Adjusted EBITDA increased 69.1% to $126.0 million from $74.5 million for the same period of 2023. Adjusted EPS -- diluted increased 68.1% to $3.06 from $1.82 for the same period of 2023. * Cash, cash equivalents, restricted cash, and investments totaled $260.5 million as of September 30, 2024, a 41.4% increase from $184.2 million as of December 31, 2023. * GigaCloud Marketplace GMV3 increased 80.2% to $1,233.6 million for the 12 months ended September 30, 2024, from $684.7 million for the same period of 2023. * 3P seller GigaCloud Marketplace GMV4 increased 72.0% to $635.5 million for the 12 months ended September 30, 2024, from $369.5 million for the same period of 2023. 3P seller GigaCloud Marketplace GMV represented 51.5% of total GigaCloud Marketplace GMV for the 12 months ended September 30, 2024, compared with 54.0% for the same period of 2023. * Active 3P sellers increased 41.8% to 1,051 for the 12 months ended September 30, 2024, from 741 for the same period of 2023. * Active buyers increased 85.5% to 8,535 for the 12 months ended September 30, 2024, from 4,602 for the same period of 2023. * Spend per active buyer was $144,534 for the 12 months ended September 30, 2024, compared with $148,793 for the same period of 2023. (I feel bad for dumping my GCT stock at a loss in the summer when the shorts were mercilessly driving it into the dumps, but I used that principal to buy APP so...)

BirthHole

GCT

Remarkable-Run-3247

I totally agree—having an investment strategy is essential for long-term success. It helps keep us focused and prevents impulsive buys, like when I almost jumped on Gigacloud (GCT) without proper research. I’m curious, how many of you use an investment checklist to guide your decisions?

AcrobaticBad4612

Kaspi, GCT, SMCI, CORT, LRCX All going to the moon this week, ez money ez life, never will I go broke again 

Spins13

GCT is a scam company. Your biggest issue was not about not following your strategy, but it was clearly doing way too little research on the company

Expensive-Anxiety-63

check out GCT and you tell me if you think it should be 1B marketcap. I was about to say it is at a minimum severely overvalued but then I just saw Blackrock 13G two days ago so apparently I might be wrong lol. JD used to own a good chunk of it but that may not longer be the case. Still looks like a scam to me [https://www.gigacloudtech.com/](https://www.gigacloudtech.com/)

KernowSec

GCT was nearly a 10 bagger though, sad times

GladCaregiver1973

You can wait a week or so to try and capture a few % more but I'd sell now even if you're not so up anymore as you were last week. TSM, GCT, AMD and even SMCI are better deals.

StartupLifestyle2

If I were you, I’d start with understanding which businesses, industries and sectors I know best and believe I have a competitive advantage in. For me personally, that’s tech and finance. Then, I’d start looking for undervalued companies that I understand and believe to be in a good position to assess whether that company will still be around and thriving 10 years from now. It takes time to analyze companies, and perhaps an even longer waiting period to buy the stock at the correct price. But if you have a long term mindset and is not looking to harvest your cash any time soon, that’s a good strategy if you have the temperament for it. To give you some names I’ve been looking into: [Paypal](https://www.capitalclimb.app/company/PYPL), [Airbnb](https://www.capitalclimb.app/company/ABNB), [Gigacloud Tech](https://www.capitalclimb.app/company/GCT), [Adobe](https://www.capitalclimb.app/company/ADBE)

StartupLifestyle2

That’s the addiction that comes with the thrill. It’s like heroin, but legal. If you don’t know what you should do, I’d recommend thinking more long term and either lick individual stocks (do research and look for undervalued stocks such as [PYPL](https://www.capitalclimb.app/company/PYPL) or [GCT](https://www.capitalclimb.app/company/GCT)) or just DCA SP500

ToDaMoon320

Oooooh buddy… Of the top of the dome. I’m going with HOOD, PYPL, NVAX, DLO, OKLO, GCT, WULF, DDOG, EXAS. I think out of all the crypto mining companies that also have technology catering to AI is going to be the next big most “for sure” bet. I’ve been following BTC for too long, seen it go through too many black swan events and just continue to stay super bullish. Go look at the chart on the monthly time frame.

ToDaMoon320

DLO, EPM, WULF, CORZ, OKLO, GCT, PBF, EOSE, FORD. Most are not short squeeze, but rather continuous money makers. Go take a look, see which chart speaks to you. Not all will.

Mikey3107

GCT Undervalued China exposure Short squeezing

ToDaMoon320

It will now that the market ripped some faces off haha. I bought the shit that went the opposite direction today (UP). OXY, GCT, buy me a steak dinner when you hit a million off them big dog.

befairtoeachother

FYI: There's an article on Seeking Alpha and GCT called GigaCloud Technologies – Refuting Grizzly Short Seller Claims by Lawrence Fuller. It's a deep dive into accounting regulations and website traffic and related companies and it's the best article I've read on this company. Before reading the article I had already independently confirmed the website traffic of GCT and that Griz misrepresented the numbers in their short report or were for some reason confused by the data and had reached an erroneous conclusion. Beyond that, Fuller writes about FASB 606 which concerns how the company recognizes revenue and that since it is a "principal" as defined by 606 it needs to include shipping costs in Gross revenues, and they also deduct that in the COGS. Bottomline is such a practice is not fraud, it's required so again the folks at Griz seem to lack FASB knowledge since their report reached the wrong conclusion. The related parties are a little more difficult to get absolute evidence but Fuller notes that the companies that Griz claims are omitted from related parties are legacy companies dating back to when the company was in retail, but the company is not in that business now and so their existence is not relevant to GCT. Fuller notes other issues, insider sales and the company's transition process to a US audit firm is a WIP at this time for reasons noted by Fuller. Fuller notes his target is $50 which is lower than mine. You should read Fuller's article whether your short or long!

bullgang2000

Eyes on GCT 5% move already

bullgang2000

GCT? Gigacloud

CosmicSpiral

OPRA, BMBL, EVVTY, GCT, and NXT if you're starting your position from current prices.

bmeisler

Couple of points below the S&P, with a lot less volatility. 25% in mm and 15% long bond slowed me down. Mostly in ETFs, but had a couple of grand slams (SMCI, GCT) that pushed me back up.

CosmicSpiral

Yesterday I recommended selling puts in anticipation of resurgent volatility during the election cycle. Understandably, most people would be apprehensive of options trading when the market is lurching like an aggressive, bipolar drunk from week to week. But in such an environment, options are at their most valuable: speculators have pushed premiums to 2-5x their worth during a low volatility period\*. Speculators are willing to swing for the fences right now and there's no better time to take advantage of this sentiment shift. In accordance with [the trajectory of the standard presidential election cycle](https://imgur.com/a/LulvodN), the major indices should bottom out at the end of October (in lieu of a recession). This opens a 7-week window to conduct these types of trades while garnering outsized profits. In particular, I'm focused on selling options to get money upfront - not buying puts/calls in hopes of capturing moonshots. These are the main ideas I'm considering at the moment, and I'll add a few more tomorrow. Disclaimer: I'm a random Reddit account, never invest what you are not willing to lose, etc. |Ticker|Type|Action|Premium|Strike|Expiration| |:-|:-|:-|:-|:-|:-| |ASTS|Put|Sell|3.10|26.5|9/13/24| |CVX|Put|Sell|9.9|145|1/17/25| |GCT|Call|Sell|1.35|17.5|10/18/24| |GDX|Put |Sell|2.93|37|1/17/25| |NVDA|Put|Sell|14|106|1/17/25| |QQQ|Call|Sell|17.06|448|10/25/24| |SPY|Call|Sell|15.84|540|10/31/24| |TQQQ|Call|Sell|5.35|57|10/25/24|

MyBoomstickIsBigger

Very nice. I doubled my $T position when it was $19. Can't complain; it's steady and isn't a source of anxiety, like some of my other investment choices spurred by regarded WSB posts (I'm looking at __you__ GCT, CELH, GCT & MSOS).

Bogieboy2

GCT

Bogieboy2

GCT

Bogieboy2

GCT

MyBoomstickIsBigger

So did you buy more GCT today? It might only be a play for the most regarded of individuals, but I added more.

Upper_Maintenance_41

Buying out the ass. Buying NVDA, POWL, STRL, AAPL. Funny that in my portfolio of the few companies looking positive, dog shit GCT and SMCI that I was down 36% on both are in the green today, with GCT climbing 8%.

Upper_Maintenance_41

The only thing up for me is the shit company GCT, only down 30% now on that one!

nsaju

GCT