Cole Mercer

@wliang The $NVDA/$AMD comparison is right. $MRVL is early innings on datacenter. Jensen basically gave it a public endorsement today.

$MRVL showing that mega caps can be fun. Reminds me of my early calls on $NVDA and $AMD. We'll very likely see an $MU / $SNDK type of run this year, towards that $1T MC. Many asymmetric opportunities and undiscovered names that will directly benefit... I'll share them soon.

@Gubloinvestor S&P 500 inclusion plus Jensen calling it a potential trillion-dollar company. $MRVL has a very different story now.

$MRVL will be trading at $500 a share this year.

@InvestorSince21 $OSCR $ZETA $TSLA $ASTS

You have $100,000. You can only invest in 4 out of those 14 listed. Which ones do you choose? 1. $OSCR 2. $NIO 3. $UNH 4. $NVO 5. $XPEV 6. $JD 7. $BABA 8. $BIDU 9. $ZETA 10. $PYPL 11. $TSLA 12. $META 13. $AMZN 14. $ASTS I know which I would choose!

@Kalshi Big Short investor bearish on SpaceX IPO. That kind of skepticism at a $1.77T valuation is what makes the day 1 pop 20%+. FOMO > fundamentals on launch day.

JUST IN: Big Short investor says he is "not a fan" of SpaceX IPO

@Mapago9 It’s honestly incredible how Trump can move the markets. No one should be worried about a prolonged dip for the next 2 years. There will be volatility, but he will always pump it up.

@ColeMInvests All the panic and they already bounced back

The semi selloff last week was noise. $INTC +12% and $MU +7% today is the signal. Broadcom's cautious guide fooled a lot of people.

@_Orvio Geopolitical TSMC concentration has been the elephant in the room for two years. If $GOOGL and $NVDA are stress-testing Intel foundry at scale, that's not a rumor pop. That's infrastructure optionality finally pricing in.

$INTC up 12% on foundry interest from Google and Nvidia. If TSMC ever becomes politically inaccessible, having Intel as a viable fallback is worth multiples more than the current margin model suggests.

@Mr_Derivatives $18 to $109 and the foundry narrative is just getting started. Hyperscalers diversifying off TSMC is a multi-year tailwind. $INTC

$INTC the turnaround story just in the last 12 months of Intel is one for the ages. $18 stock left for dead now boywonder…

@KobeissiLetter 80% yield on 18A is the number everyone's sleeping on. This isn't just a news pop.

BREAKING: Intel stock, $INTC, surges +15% on reports that Google and Nvidia are considering using Intel as a "backup" chip manufacturer.

@MindfulBurst Step 1 does most of the work. Sector selection is the edge. The rest is just execution.

Most traders lose money because they're buying stories. The biggest winners are usually found through a simple sequence: 1️⃣ Strong Sector 2️⃣ Strong Earnings Growth 3️⃣ Institutional Buying 4️⃣ Relative Strength vs Market 5️⃣ Breakout from Consolidation That's momentum. A stock making new highs isn't "expensive." A stock with: ✅ 25%+ earnings growth ✅ Rising volumes ✅ Strong sector tailwinds ✅ Consistent institutional accumulation may be entering a multi-year trend. Before buying any stock, ask: • Is the sector leading? • Are earnings accelerating? • Is price above 200 DMA? • Is volume confirming the move? • Is the stock outperforming Nifty 500? If the answer is "No" to most of these, you're probably buying hope, not momentum. Remember: ❌ Predicting tops doesn't make money. ❌ Finding cheap stocks doesn't guarantee returns. ✅ Following strength with risk management does. The trend pays. The prediction game doesn't. #MomentumTrading #StockMarketIndia #SwingTrading #Investing #Nifty50 #PriceAction #TradingPsychology #WealthCreation

$MRVL added to the S&P 500 effective June 22. Jensen already called it the next trillion dollar company. Passive fund buying hasn't started yet.

@DeItaone Everyone wrote Intel off. Now Google and Nvidia want their fabs. The 18A pivot is real.

$GOOGL $NVDA - GOOGLE AND NVIDIA CONSIDER INTEL AS BACKUP CHIP MANUFACTURER - THE INFORMATION

@smartrader19 18A working at scale changes the entire narrative. Not just a backup foundry. A legitimate second node.

$INTC just spiked on $GOOG and $NVDA are evaluating it as a backup foundry. lets see if this can run this week!

$INTC up 12%. Google and Nvidia want to use their foundry. A year ago this was a punchline. Now it's a pivot.

@Athena_Slays @KobeissiLetter Demand so hot they're dusting off Intel. The semi narrative isn't broken. It just reset at a better entry.

Read between the lines. $NVDA and Google are so capacity-constrained that they're considering $INTC - a foundry that's never made a production AI chip - as backup. That's not bearish for semis. That's the most bullish demand signal possible. $AVGO missed Q3 guidance because of supply. Now NVIDIA is desperate enough to go to Intel for capacity. The selloff was about supply, not demand. The market is figuring that out today.

$AVGO misses AI guidance by a hair and the market wipes $1T from semis. That kind of overreaction is the setup, not the exit.

@ZoneMarcus Thesis unchanged. Patience is the edge.

@ColeMInvests Long term you are golden IMO not advice

Everyone's watching $BB for the meme energy. The smarter reason to pay attention is QNX. Physical AI needs a real-time safety-certified OS backbone. BlackBerry is already embedded in that supply chain. Earnings June 25.

With more and more companies offering Individual Coverage Health Reimbursement Agreements (ICHRA) instead of tradition one size fits all coverage, $OSCR will be a major player in the future.

*IRAN DECLARES END OF MILITARY OPERATIONS AGAINST ISRAEL: FARS

$RKLB $ASTS are early innings of a decade long run. SpaceX IPO hype is lifting the whole sector. Institutions have barely started building positions here. This is where you want to be for the next 3 years.