S T O C K V E R S E

Here are my favorite names in each secular growth theme...... Cybersecurity | $CRWD $PANW AI Infrastructure | $MSFT $AMZN $GOOGL Data | $PLTR AI Hardware | $NVDA $AMD $SMCI Consumer | $UBER E-Commerce | $SHOP $LSPD EV/Solar | $TSLA SaaS | $CRM $NOW I do like $SU, $CNQ $TRP $QSR

@mikalche @grok @APompliano @fundstrat @cvpayne I agree. $INTC is just hype because of Govt back and multiple other factors. Real story is around $NVDA & infrastructure.

THREAD 🧵 Most people still think $INTC is a turnaround story. It’s not. As I said back in April 2025 before the narrative shifted: It’s a sovereignty trade playing out in real time. And it fits directly into the PetroAI cycle @grok @APompliano @fundstrat @cvpayne

@Nationofhorror @Mr_Derivatives I agree....it's just pump & dump....

@Stockverse1 @Mr_Derivatives poet paid influencers to pump the stock its a scam. easiest short on the market

Is this the next Fintwit name to really get going? Newsfeed showing some interest. Chart looks breakout-y. $POET Give me $10.

@Mr_Derivatives Yes, this $POET will be $10 very soon. I would say by early next week.

Damn this name went bonkers recently lol

@Mr_Derivatives $CAR will touch 600 during the next trading day $SNAP $PLTR next 🫠

$CAR Today had the highest daily volume since the Nov 2021 short squeeze. Bears put up a decent fight today. But bulls still won. After hrs showing $755’s. Do we see $800+ tomorrow? The higher the crash up the sharper the crash down. It’s inevitable. But when? At $800, $900, $1,000?

@Mr_Derivatives $SNAP Snap.AI

$BYND Beyond.AI Who’s next? Lol

$DVLT , a provider of data monetization and tokenization technologies, announced first sites of its new quantum-ready high-performance computing GPU network are now live in New York and Philadelphia, with commercial availability of the full 48,000-GPU fleet beginning in Q3 2026.

$AVGO & $META , announced an expanded partnership to co-develop multiple generations of its next-generation MTIA (Meta Training and Inference Accelerator) chips. $SNAP , a social media, strongly rises after announcing plans to cut around 16% of global staff.

Breaking: For the first time ever, a sitting president tweeted an individual stock ticker....let's pump $PLTR

Tesla $TSLA : according to @Reuters, the electric-vehicle maker is developing a new, smaller, and cheaper electric SUV. 👍

THE ARTEMIS II ECLIPSE. April 6, 2026. Totality, beyond Earth. From lunar orbit, the Moon eclipses the Sun, revealing a view few in human history have ever witnessed. Photo: NASA

@EricLDaugh Excellent ✅️ @realDonaldTrump @DonaldJTrumpJr

🚨 BREAKING: By stroke of pen, President Trump signs landmark executive order that CRACKS DOWN on mass mail-in voting and ensures citizenship "That's a BIG DEAL." The order: - Requires DHS to create a list of US CITIZENS with the help of the Social Security Administration - Require that the Postal Service only sends mail-in ballots to approved voters - Require unique bar code tracking in secure envelopes Get ready for Democrats to IMMEDIATELY sue to block this. "Very bad judges is the only way it can be changed, and hopefully we'll win on appeal!" It must be upheld! And Congress SHOULD CODIFY THIS, NOW. 🇺🇸

Irenic believes $Snap could be worth at least $26.37 per share with changes. $Snap Stock Rises Tuesday After Activist Investor Irenic Pushes Value-Unlocking Plan. tipranks.com/news/the-fly/i…

@FannieMae to accept crypto-backed mortgages for the first time $BTC $ETH msn.com/en-us/money/re…

Momentum for $DVLT has not only held but accelerated this morning. Stock is currently one of the top gainers in the pre-market as it nears the critical level ​Anticipation of Tomorrow's Earnings FOMO 1,300% revenue growth ​Short Squeeze Acceleration ​Institutional Confidence

$DVLT reported a massive surge in institutional ownership between Q4 2025 and Feb 2026: @Vanguard_Group: Increased from ~393k to 11.8 million shares. @StateStreet: Increased from ~335k to 10.0 million shares. @BlackRock: Increased from ~136k to 4.1 million shares.

@TheLongInvest Stay safe @TheLongInvest

We’ve all been directed to stay inside

@Mr_Derivatives @Mr_Derivatives if you have to buy only 2 semis, which 2 stocks you buy keeping diversification & future growth in mind?

Since the April 2025 lows, $AMD, $TSM, $AVGO, and even $INTC have outperformed $NVDA and by a wide a margin. If I'm not mistaken, $NVDA sports a lower forward multiple of all the above as well. So if you are bearish Nvidia, would it make more sense to be even more bearish the other 4? Something to keep in mind.

@Stocktwits $SNAP $NFLX $OPEN

What's the most undervalued stock right now? 🤔

Livestream for Q4 Financial Open House starts in ~20 mins. Join early 15 mins early if you can. We are going to have a little bit of fun. Fun is good for business. Come join us at investor.opendoor.com

One of the things I recommend doing when you sell options or spreads, is when you capture a good bulk of the premium already, say like 80-90% of it, it’s ok to just close em out. I can’t tell you how many times I just let it try to expire with a few days left thinking it will expire worthless only for some random news or macro event causing me to get back close to ITM and sometimes actually very ITM. Just not worth chasing that extra 10% of premium, not much meat left on the bone at that point. Fwiw.