Amarie
13 posts


Monday Morning Outlook: AI Profitability Already Realized, Nuclear and Aerospace Sectors Continue Strong Rotation!
Last week I increased my nuclear energy holdings to 25%, and the Relative Strength (RS) is still rising. Key Points for Today:
- Last Adjustment Window Before Nvidia Earnings Release (May 20th)
- Nuclear Energy Demand and Policy Catalysts
- Aerospace Sector ($RKLB) Fundamentals Remain Solid
How are you adjusting your portfolio this week? Nuclear/Aerospace/AI/Fintech/Others?
Share your holdings or most favored sectors 👇


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🚀Impact Analysis of Neutron Rocket Progress on RKLB Valuation (Updated 2026.5.15)
Rocket Labs' Neutron medium-sized reusable rocket is progressing as planned, with the first flight target of Q4 2026 remaining unchanged. Fuel tank optimization was completed after Q1, and Archimedes engine testing is proceeding steadily. A large new order in May boosted the backlog to $2.2 billion.
Neutron is the core of RKLB's leap from medium-sized launches:
- Success will open up the defense/large constellation market, significantly improving revenue and gross margin.
- The current high valuation (forward P/S ~85x) has already priced in most optimistic expectations.
- Validation after the first flight is expected to drive exponential expansion and long-term revaluation.
The stock price corrected to $123.13 today, but the successful implementation of Neutron remains the biggest catalyst in the medium to long term. Implementation risks still exist, making it suitable for long-term growth investors to monitor.
Under the Space Economy theme, high-quality stocks deserve continued attention.
What are your thoughts on the prospects of RKLB Neutron? 👀

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Amarie retweetledi

My current top 4 picks across the hottest sectors right now 🔥
Space: $ASTS $RKLB $MDA $RDW
AI/Data Center: $NBIS $IREN $CRWV $GLXY
Software: $CRM $NOW $SNOW $ADBE
Fintech: $HOOD $SOFI $NU $AFRM
Consumer: $ELF $NKE $LULU $EL
Nuclear/Rare Earths: $OKLO $SMR $LEU $UUUU
S&P hits new highs + AI/Space/Nuclear momentum is strong, and these themes are just getting started
What’s missing from the list? Drop your ideas 👇


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🚀 Space Economy Trio Update – May 14, 2026 Close!
$RKLB (Rocket Lab): +3.2% ~ +5.6% → New **ATHs**! Hit $130+ intraday, closed ~$128 🔥
$ASTS (AST SpaceMobile): +4% ~ +9%+ Strong momentum in satellite-to-phone space
$PL (Planet Labs): Steady gains ~$40.7 – $42 (near 52-week high)
Three key plays in the Space Economy:
• Rocket Launch + Satellite Manufacturing ($RKLB)
• Direct-to-Cell Satellite Connectivity ($ASTS)
• Daily Earth Observation + AI ($PL)
Revenue acceleration + defense/government contracts still driving the theme!
Which one are you holding or watching? 👀 $RKLB $ASTS $PL
#SpaceEconomy

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Space Economy Update – May 13, 2026 My Top 3 Picks powering higher today!
$SRKLE ($RKLB): Record Q1 revenue + $2.2B backlog → smashing new ATHs!
$SASTS ($ASTS): 2026 guidance reaffirmed, launches on track
$SPL: NATO/Navy/Google AI partnerships strong Real revenue + tech breakthroughs accelerating. Chart shows true resilience! This is still just the beginning

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NVDA continues its strong AI uptrend! 🚀 Broke through key moving averages, S&P 500 near ATH + AI momentum intact.
Current price ~$221. Support holds at $200, upside target $230-260 still solid (analysts raising PTs to $315+). Jensen joining Trump’s China trip adds extra catalyst.
Do you hold long NVDA? What’s your target? Share below 👇

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@coachpendleton Solid earnings, no doubt. But valuation is already stretched.
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Microsoft just keeps delivering.
Closed at $423.87 (+2.42%) this week, continuing its rebound.Key highlights from latest results:Revenue +18% YoY to $82.9B
EPS $4.27 — both beat expectations
Azure showing ~40% growth potential
$190B AI infrastructure spend now viewed as major future revenue driver, not just a cost
Technically holding key support, with analysts seeing upside to $589 (+39% from current levels).While everyone debates valuations, Microsoft continues to execute at the center of the AI + Cloud supercycle.Core long-term holding in any growth portfolio.What’s your take on $MSFT here? Adding on dips or already full? DYOR — Not financial advice

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Sunday Quick Take | US Stocks Hit New Highs, AI Bull Run Continues
S&P 500 closed at 7,398 (+2.3% for the week),
Nasdaq +4.5% 6th straight weekly gain. Big Tech earnings beat expectations, keeping risk appetite elevated. This week: Economic data & corporate guidance. Valuations are rich — watch for pullbacks, but trend remains bullish. What’s your view for next week? Let’s discuss

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Amarie retweetledi

📈 US Markets Closed - May 5, 2026
S&P 500: **7,260** (+0.82%) → New All-Time High!
Nasdaq: **25,326** (+1.03%) → New ATH
Dow: **49,298** (+0.73%)
Tech leading the melt-up again. From March lows, S&P 500 is now up +15% in just over a month.
Asset owners are eating VERY well 🔥
Bull market still cooking.

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