Kamal Singh Masuta (ਕਮਲਜੀਤ ਸਿੰਘ)

The best time to go to #GoldenTemple (Amritsar, India) is amrit vela. Very peaceful, no lines, plus get to see view at both night and dawn.

@OwlWealthy I saw @DavidBaszucki on @SquawkCNBC. I am thinking short term pain will be here for a little while, though long term the safety measures are a good thing. The stock trades much like Snap, Pinterest, etc. Can be 20% up or down on earnings. At some point, we get an up quarter.

$RBLX cut full-year bookings growth guidance to 8-12%. Same quarter: their 18-34 users grew 50% YoY and monetize 50% higher than under-18s. Both numbers trace back to one decision: age verification. It gated chat globally in January, which hurt organic signups and pressured the guide. It also gave Roblox its first accurate read on who their 18+ users are - and they just used that to raise creator payouts for content targeting that cohort. Long $RBLX

@Nietschecapital Perhaps to be announced at earnings.

can someone explain to me how $sndk hasn't done a stock split

$MU is the $NVDA (2024) of 2026 $SNDK is the $SMCI (2024) of 2026 Expecting endless "top" and "parabolic sell" 38836 times without understanding even an iota about the fundamental drivers behind the move. Seen this movie before. Follow PA, tune out the noise Eventually it tops

@RyanDetrick @DivesTech Credit to @DivesTech for never ever backing down on this being maybe the 2nd inning of the AI buildout. Even after a good run in AI-related stocks recently, I get the sense that many people still don't believe they can run much more before we have a bubble.

Where is @DivesTech? He never wavered on this and he took a lot of heat for some of the early year weakness in tech. Now look at it. We are OW tech and it didn't feel good five weeks ago, but we were also in the camp that the AI wave was far from over. Ride the 🌊🌊

Roblox shares plummet as child safety measures weigh on bookings. But CEO @DavidBaszucki says "part of what we're rolling out with age check is the real right long-term way to build this platform." cnb.cx/4w5dpdh

@ProblemSniper That dip barely lasted 30 minutes in the open market?!

Do you? $MU $SNDK

Raymond James Downgrades $RBLX to Market Perform from Outperform Analyst comments: "The company’s guidance reset confirms that safety and discovery changes are creating larger-than-expected near-term pressure on engagement and growth. The age-verification rollout has reduced chat density, interaction, and top-of-funnel user/content growth, while discovery algorithm changes appear to have overemphasized monetization at the expense of healthy platform dynamics. With only 51% of users age-verified versus a 90% goal, and additional safety initiatives still ahead, we expect these headwinds to persist for the near term. Longer term, we remain constructive on Roblox’s strategic direction. AI-powered development tools, including the new Reality Project, should improve content quality and help attract older users, a key monetization opportunity. Initiatives such as Jumpstart, Incubator, and richer 18+ developer incentives also support this strategy. However, these benefits are likely to build gradually, while near-term execution risk remains elevated. Roblox now needs to restore credibility and demonstrate that engagement can stabilize before shares become more compelling." Analyst: Andy Marck

@TheValueTrade lower, and slowly drifting further down as I slowly deploy. Will keep some % in case of market-wide breakdown.

My cash position is 18.5% Are you higher or lower?

@ProblemSniper The market overall may well double in that time period. What I'm more interested in is which sectors and sub-sectors may see greater growth, vs those that are strong now (e.g. memory shortage) but may see normalizing demand in several years.

The impact of AI on the economy is unknown. As per what the market is seeing is abundance, growth, innovation and efficiency. No a bubble 🫧 Market will double from here in 5 years. If you don’t invest in the market you will not be able to supplement your growth or live in the future economy. $SPY $QQQ

Earnings yesterday made one thing very clear. There isn’t enough compute available for everything that’s coming. $CRWV $NBIS $ORCL $IREN and the rest of the neoclouds hold very important keys to the AI future. Without more compute you don’t get the exponential leap in intelligence, the entire AI trade is bottlenecked by capacity. Everyone wants more intelligence. The companies that deliver the compute are becoming some of the most important gatekeepers in the world. I don’t believe the compute trade is done.

@ZaStocks This means $CRWV and others are still mispriced at the current levels. What do you think about the memory trade, e.g. $MU, $SNDK?

$AMZN AWS Growth 28% $MSFT Azure Growth 40% $GOOGL Cloud Growth 63% Powerful tailwinds for: semis, power cos, data centers alive infra, grid. 2nd inning.

@MeadowCapital @prosperousguy Mr Meadow, the two of us learned long ago to just accept that this will take time. 😀

@prosperousguy You're in the wrong stock for that kinda talk 😅 Patience here pal.

$VKTX Bull here, allow me to be the first to say: Where is the Share Price ADVANCE? Enough with everyone falling all over themselves with potential this in Q3 and enrollment that and our CEO is so great and yadda yadda, Fucking yadda Get the Fucking share price over $40 for crying out loud Terrible price action, no wonder the shorts are so emboldened

@WallStSai I note that @CarterBWorth pointed out recently that $XLV was forming a head and shoulders pattern. $LLY is a large part of that. Long term it'll be fine, but the money flow is moving elsewhere for now.

$LLY Going pretty weak into Earnings tomorrow. Not a good Look 👀

@ZaStocks I used to just buy dips if I believed in the fundamentals. Sometimes that works, sometimes not. Now I'm trying to do what you're saying. For example, looking at $CRWV. Dipped to the 20 day and, at least so far, bounced. A decent place to nibble.

Pullback buys are the best if you buy right. - Into key moving averages - Key support + resistance level Don’t just buy dips to buy dips. Make sure the dip you’re buying aligns with something technically on the chart or you’re just buying in no man’s land.

Flipping the script on the IPO aVWAP $CRWV

@MitchMartan98 TBH, I had been buying upwards of $130 per share last year, took a partial loss when I trimmed before year end to decrease risk, do some tax loss harvesting. Now I find myself rebuilding my position. Still, I think @DivesTech will be proven right: AI story is in early innings.

@7SkiesTech $CRWV is flagging beautifully, going higher over the next few months

Currently thinking of the Situational Awareness portfolio and Leopold Aschenbrenner's year so far. Completely absurd just today alone $BE is up 22%+ $CRWV +7% $SNDK 7%+ $LITE 11% and the list goes on. This is also after already insane runs. This kid is the real deal. $SPY $QQQ

The Chart Master launches his very first ETF! @CarterBWorth lays out his vision behind the $WRTH volatility ETF and the unique way it uses options to trade big moves in stocks cnb.cx/48v1jAh

"Immigrants generate more income and taxes than the average person," per CATO Institute.