Perma-Bear Perma-Bull

Update 5/20/26

Leopold Aschenbrenner is literally giving you insider trading info He turned $225M into $5.5B in less than 12 months In 2025 he bought: $BE at $18 & is now $297 $LITE at $59 & is now $935 $SNDK at $42 & is now $1,466 Now in 2026, he’s telling you to buy: 1) Applied Digital $APLD 2) Bloom Energy $BE 3)CleanSpark $CLSK 4)CoreWeave $CRWV 5)Intel $INTC 6) IREN $IREN 7) Keel Infrastructure $KEEL 8) Micron $MU 9) Riot $RIOT 10) Sandisk $SNDK 11) T1 Energy $TE 12) Taiwan Semiconductor $TSM Don’t miss out on a generational run

When you have dozens of stocks that all look like they could run, you need to rank them from the highest conviction at the top to the lowest at the bottom and allocate your capital accordingly. The stocks at the top get the most weight, the ones in the middle get a smaller position, and the ones at the bottom get ignored until something changes. Not every good idea deserves the same amount of capital. Some have clear near-term catalysts and strong demand. Others are further out and still need confirmation. Your ranking should reflect that difference, and your position sizing should follow your ranking. That ranking is what keeps your capital concentrated where it has the highest probability of working. Note: This is not my portfolio. This is just an example.

TOP 10 GROWTH PORTFOLIO POSITIONS 1. $RKLB | Rocket Lab 2. $AEHR | Aehr Test Systems 3. $SOFI | SoFi 4. $IONQ | IonQ 5. $ASTS | AST SpaceMobile 6. $OSS | One Stop Systems 7. $NVTS | Navitas 8. $SITM | Sitime 9. $SYNA | Synaptics 10. $CRDO | Credo Technology

QUANTUM COMPUTING — The Full Sector Map. Every Play. One Post. PURE-PLAY QUANTUM $IONQ → Trapped-ion leader. Best-in-class qubit fidelity. Customers include Airbus, AstraZeneca, Hyundai. 256-qubit demo targeted 2026. The institutional-grade pure-play. $RGTI → Superconducting quantum systems. Highest beta in the sector. When quantum runs, $RGTI moves violently. Active momentum name right now. $QBTS → D-Wave Quantum. Annealing-based architecture. Most commercially de-risked pure-play — already generating optimization revenue with real enterprise clients. $QUBT → Photonic + room-temperature quantum. Q1 2026 revenue up from $39K → $3.7M YoY. Acquired Luminar Semiconductor for $110M. Vertically integrated photonics + quantum platform taking shape. Executing quietly. $INFQ → Neutral-atom quantum + sensing. One of the least-covered names in the sector. Neutral-atom architecture is gaining credibility as a scalable path to fault tolerance. Early but worth watching. $ARQQ → Quantum encryption and post-quantum cybersecurity. The national security angle. As quantum breaks classical encryption — this becomes critical infrastructure. $LAES → Quantum-resistant cybersecurity chips. Hardware-level protection against quantum decryption. Defense + enterprise security tailwind. BIG TECH $IBM → Most mature public quantum roadmap. 1000+ qubit processors live. Fault-tolerant systems targeted ~2029. Every enterprise quantum conversation starts here. $GOOGL → Willow chip demonstrated a landmark quantum error correction milestone. Google doesn’t lose science races. This is a long-term compounder with quantum upside baked in. $MSFT → Topological qubit breakthrough. Azure Quantum as the monetization layer. Full-stack quantum integrator play for the enterprise cloud era. $AMZN → AWS Braket quantum cloud. Positioned as the access layer for quantum-as-a-service. Already charging enterprises for quantum compute access today. $NVDA → Quantum-AI software stack integration. CUDA for quantum is the longer-term thesis. $NVDA doesn’t need to win quantum — it needs to be the layer everything runs on top of. $INTC → Silicon-spin qubit research. The most scalable long-term architecture thesis — leveraging existing CMOS manufacturing. Slow, but strategically important. $HON → Majority stake in Quantinuum — the most commercially advanced quantum hardware + software company currently private. When Quantinuum IPOs, $HON re-rates hard. $BAH → Booz Allen Hamilton. Deep in U.S. government quantum programs. Every federal quantum contract flows through firms like this. The picks-and-shovels of government quantum. SEMICONDUCTOR & INFRASTRUCTURE $GFS → GlobalFoundries. Quantum chip manufacturing capabilities. As quantum hardware scales, fab demand follows. $MU → Memory + quantum infrastructure angle. Quantum systems require extreme classical compute support — $MU sits in that stack. $AMD → HPC + quantum research ecosystem. High-performance classical compute is the co-processor to every near-term quantum system. $TSM → TSMC. Advanced fabrication is the foundation of every quantum chip roadmap. No quantum at scale without $TSM. $ASML → EUV lithography critical for next-generation quantum chip manufacturing. The irreplaceable chokepoint in advanced semiconductor production. QUANTUM NETWORKING / OPTICAL / SECURITY $CIEN → Optical networking backbone + quantum networking research. Quantum communication requires ultra-low-noise optical infrastructure — $CIEN is already there. $NOK → Nokia building quantum-safe telecom infrastructure. Nation-state cyber threats are accelerating the quantum-safe network upgrade cycle. $LITE → Photonics and optical infrastructure. Quantum and photonics are deeply intertwined. $AAOI → Optical connectivity. Riding both the AI and quantum photonics buildout simultaneously. $COHR → Photonics + laser systems. Lasers are fundamental to trapped-ion and photonic quantum architectures.

I spent my Sunday mapping the setups that matter most this shortened week. Tech is still leading this market. Software earnings may decide what happens next. $QCOM is setting up above 242. $ASTS continues to show momentum in the space trade. $ZS software earnings could shift the tone for the entire group. Here’s the watchlist and recording: $SPX: Healthy week overall. Reclaimed the 9-day and pushed back above 7500 before fading into Friday’s close. Trend remains intact. A higher low here could set up another breakout attempt above 7500. $QQQ: Still rangebound between roughly 695 and ATHs near 722. Tech leadership remains intact, but there’s a mild double top warning if momentum stalls. $IWM: Constructive range near highs. 270 double bottom held perfectly. Not bearish at all. Still one of the cleaner consolidation setups if rates cooperate. $BTC #BTC: No trade for now. Sitting below major moving averages. Needs 84–85K reclaim before momentum becomes interesting again. $SMH: New ATH Friday despite $NVDA weakness. Semiconductor rotation remains alive. Above 583 opens the door toward 600. $AAPL: Extremely strong. Multiple new highs. 303 is first warning. 300 is must-hold. As long as buyers defend breakout levels, trend remains intact. $MSFT: Harder trade, but very large cup-and-handle structure. Above 530 opens 542. Bigger breakout potential if momentum follows. $AMZN: One of the better big tech setups. Friday was a clean backtest of breakout trendline. Above 270 gets interesting quickly. $GOOGL: Looking tired. 380 reclaim could trigger failed breakdown reversal. Otherwise, not much here. $TSLA: Interesting setup. 420 and 435 are the key levels. Above 435 opens gap-fill toward 442. $NVDA: Weak post-earnings reaction. Pulling back into prior breakout zone around 215–217 and the 20-day. Needs to hold that area. $AMD: New ATH Friday but failed to hold the move. Above 470 could re-ignite momentum. $AVGO: Large range consolidation. Harder trade for now. $NVTS: One of the cleaner semiconductor momentum setups. One-time framing higher. Above 30 keeps continuation alive. $DELL: Fantastic structure. 298 opens 300. Above 300 could accelerate. $QCOM: One of the cleaner setups this week. 242 breakout opens 248–250. $RGTI: Quantum momentum remains alive. Above 27 opens 30+. $QBTS: Similar quantum continuation setup. $AXTI: One of the strongest photonics names right now. Clear leadership. $AAOI: Laggard vs AXTI but above 193 opens 200. $LITE: Looking constructive. 1000 reclaim could trigger momentum. SWKS: Quiet semiconductor strength. Above 83.50 opens 92, then potentially 100. LUNR: One of the stronger space setups. Above 38.30 opens continuation. $RKLB: Failed breakout Friday. Above 140 becomes interesting again. $ASTS: Strong recovery. Hold 100, break 108, and momentum could continue toward ATHs. $SMTC: Big Friday move but messy close. Harder setup. $ZS: Big software earnings this week. Important for group sentiment. $CRWD: Extremely strong. New ATH continuation setup. $PANW: Beautiful one-time framing higher. Momentum remains intact. $NET: Laggard, but could benefit if software earnings surprise positively. $DDOG: Monster move. Gap never backtested. Momentum remains very strong. $SNOW: Earnings this week. Worth watching. ON: Quiet strength. $FSLR: Solar remains hot. Above 260 opens 300 potential. $ENPH: Vertical momentum move. Needs continuation. $ARM: Monster breakout from prior balance. Hold 300 and continuation remains alive. $MRVL: Grinding higher. 200 is the key breakout. NOW: Holding 100 well. Trump positioning narrative still in play. $LLY: Strong above 1000. 1070 breakout could open ATH move. $INTC: Looks ready. Above 123 could trigger fresh highs. LRCX: Strong breakout. Holding above 300 keeps dip-buy thesis alive. $GS: Strong breakout and leadership among banks. $JPM: Reclaiming key moving averages. MS: New ATHs. Very strong bank setup. $IBM: Needs reclaim above 260. $MU: Ugly Friday reversal. Harder trade for now. $SNDK: Better than MU. Above 1530 gets interesting. $WDC: Looking constructive. Above 490 could move toward 500. $COST: Big move but sold off. Harder setup. WMT: Ugly post-earnings reaction. TGT: Holding gains better. Above 128 becomes interesting. If you like this, then ❤️ it! sm

@MetamateDaz Financially illiterate will be blocked. Ugh.

I genuinely don't understand people like Bezos and Musk. If I had billions of dollars, I would just start fixing everything. Homeless veterans sleeping on the streets? Not on my watch. Hungry children going to bed with empty stomachs? Hell no. They could be making life better but instead choose to build spaceships and data centers to pump stocks and destroy the planet

The next set of Multi Millionaires will have positions in every buildout of the future. Those who listen to me and follow will be set for Life and RETIRE in the next 5-10 years. Here are the top 3 stocks in every major sector for the next decade: AI Compute $NVDA $AMD $AVGO Semiconductor Manufacturing $TSM $ASML $AMAT Networking & Connectivity $MRVL $ANET $CRDO Photonics $LITE $GLW $AAOI Memory $MU $WDC $SNDK AI Infrastructure $IREN $VRT $NBIS Next-Gen Power $NVTS $BE $TE Cloud & AI Software $MSFT $PLTR $NOW Nuclear Energy $OKLO $SMR $NNE Power & Electrification $ETN $PWR $HUBB Robotics & Automation $TSLA $SYM $OUST Defense & Drones $AVAV $KTOS $OSS Autonomous Flight $ACHR $JOBY $EH Space Economy $RKLB $ASTS $LUNR Satellite Connectivity $IRDM $GSAT $ASTS Quantum Computing $IONQ $RGTI $QBTS Position early and let time do the work.

$NVDA highlighted that physical AI is shaping up to be a multi-trillion-dollar opportunity. Here’s the Top 10 Robotics Index I would build: 1. $SERV AI sidewalk delivery layer 2. $ISRG surgical robotics standard 3. $TSLA real-world robotics engine 4. $RR hospitality automation stack 5. $SYM robotic supply-chain operator 6. $NVDA simulation-to-robotics platform 7. $KTOS autonomous tactical drone stack 8. $AMZN warehouse automation backbone 9. $PLTR real-world autonomy operating layer 10. Anduril AI command-and-control system for autonomous warfighting Robotics is shaping up to be the biggest AI trade of all.

Physical AI is where the money is going next : $OUST — Lidar sensors for robots and AVs. Velodyne merger. Profitability unproven. $QCOM — Smartphone and auto chip designer. Snapdragon. Diversifying beyond mobile. $ISRG — Robotic surgery monopoly. Da Vinci system. Pay-per-procedure model. $TSLA — EVs, FSD, Optimus robot. Valued as AI co, not automaker. $SYM — AI warehouse robotics. Walmart anchor client.

Here's a basket of 10 stocks in different thematics that I like right now: 1. $HL - People aren't bullish enough on silver imo. Everyone is focused on copper (also bullish) but silver probably has more upside. I'm in 3 silver plays right now. 2. $PRCT - Relative to other MedTechs it's cheap though understandable as it hasn't proved profitability yet. Estimates suggest FY27 as EBITDA profitability year in which case I think we get a big re-rate at an inflection point. 3. $AMZN - Run the numbers on it yourself or just search on my page "$AMZN". You'll see my assumptions. 4. $FEIM - This is an indirect play on the space trade and genuinely a very interesting company. They make the atomic clocks and precision timing systems that go inside satellites/military equipment etc. 5. $OUST - This has quickly become a bigger position for me. It's one of the few companies operating across the whole physical AI perception stack and trades at just 6.5x sales for an estimated CAGR above 40% for the next 3+ years (not many companies fit this criteria). 6. $TAN - Only a small position for me so far but I don't see a world where solar isn't part of the answer for domestic energy. 7. $DLO - Offers nice exposure to the EM's whilst also offering some very solid growth rates. Currently trades at $13.88 but my model on 20x EPS in 2030 gives us a $38 stock price. 8. $LEU - The only US uranium enricher into HALEU. Huge moat. 9. $HROW - If management even get to 80% of what they're expecting in Q4 27, then $HROW is vastly undervalued today. Execution risk yes, but a higher risk bet on a potentially very undervalued ophthalmic company. 10. $SEI - Crushed earnings earlier this week. I'm already +100% on my position and yet still trades fairly reasonably. Risk to reward makes a little less sense now but still what I deem to be a very good company.

2 years ago, $POET was $0.90. It hit $21 this year, up 2300% so far. There's only 5 stocks under $20 like $POET: 1. $TE ~$8.08 Solar manufacturer powering AI data centers. Leopold Aschenbrenner's $13.7B Situational Awareness fund just bought 10M shares. AI infrastructure is starving for domestic power TE builds it. 2000% potential if they land hyperscaler contracts. 2. $KEEL ~$4.81 Former Bitcoin miner that pivoted HARD into AI & HPC infrastructure. Controls 2+ GW of power capacity across North American sites. Chardan just initiated with a Buy. Power is the #1 bottleneck for AI $KEEL owns it. 3. $LAES ~$3.38 SEALSQ builds post-quantum security chips. Revenue up 66% in 2025. $200M+ commercial pipeline through 2029. AI needs unhackable hardware quantum-safe chips are the next arms race nobody is talking about yet. 4. $EOSE ~$8.00 Eos Energy makes zinc-based battery storage for AI data centers. Just signed a joint development deal with Turbine-X Energy targeting 2 GWh of AI data center power over 3 years. Analysts have a $10.94 price target — but that's before a big hyperscaler deal lands. 5. $CLSK ~$15.97 They mine Bitcoin but is sitting on 1.8 GW of contracted power in cheap energy grids. In "advanced discussions" with a direct investment-grade hyperscaler customer. If that deal closes, this re-rates from Bitcoin miner to AI infrastructure play overnight. I have 1 more from the lows at $30 already. I think it can 10x still (to be honest). ♻️ RESHARE this post and make 1 comment, I'll DM you the ticker to review.

@TradeDudeNYC @amitisinvesting The country is first, family is 2nd.

@amitisinvesting Seriously? You really believe that? You don’t miss your first son wedding, unless you completely dislike the soon to be daughter in law, I highly doubt that! Or, he’s planning to bomb the crap out of them over a long weekend! I’ll say option two is more logical.

looks like Trump missed his son’s wedding to end the war S&P 500 $SPX PERPETUAL FUTURES IMPLY A $7600 OPEN market likes it

The U.S. President & the literal White House are telling you that these 5 sectors are next to squeeze… 1. Space ~ $RKLB, $ASTS, $RDW, $FLY, $LUNR 2. AI Infrastructure ~ $CRWV, $NBIS, $IREN, $APLD 3. Quantum Computing ~ $IBM, $GFS, $QBTS, $RGTI 4. Rare Earths/Energy ~ $USAR, $UUUU, $OSS, $EOSE, $HYLN 5. Robotics ~ $NOK, $TSLA These are your next chances to make generational wealth, & you cannot miss it. Save this for later…

We've made millions together with space stocks. Here's what to expect moving forward, and the best names in this industry: 1. Planet Labs $PL 2. Intuitive Machines - $LUNR 3. BlackSky $BKSY 4. RocketLab $RKLB 5. AST SpaceMobile $ASTS 6. RedWire $RDW 7. Satellogic $SATL 8. FireFly Aerospace $FLY All my buy and sell signals in Discord @ stockwhale.vip.

WHEN SPACEX IPOs, THESE ARE THE STOCKS THE MARKET WILL CHASE NEXT: Launch + Spacecraft • $RKLB - rockets + satellites • $LUNR - moon landers • $RDW - spacecraft parts • $YSS - satellite buses • $VOYG - space infrastructure • $FLY - launch + lunar missions Satellite Internet + Space Data • $ASTS - satellite-to-phone internet • $IRDM - global satellite network • $PL - Earth observation leader • $BKSY - defense + satellite imagery • $SPIR - weather + maritime data • $AMZN - Project Kuiper Critical Materials • $MP - rare earths • $AA - aluminum • $FCX - copper • $TECK - critical minerals Space Materials • $ATI - titanium + alloys • $HXL - carbon fiber • $PKE - aerospace composites • $CRS - rocket engine metals • $GLW - optics + specialty glass • $MTRN - precision aerospace materials Space Chips + Optics • $LITE - optical networking • $COHR - lasers • $AAOI - optical transceivers • $QRVO - RF chips • $ADI - analog chips • $STM - guidance chips • $AVGO - networking chips • $NVDA - AI compute economy

The top 6 winners from the massive SpaceX IPO on June 12th 🧵 1. $RKLB Rocket Lab USA Rocket lab is the clearest public-market SpaceX comparison and becomes one of the biggest beneficiaries of renewed investor attention on the space sector. With launch capabilities, satellites, defense exposure, and the Neutron rocket, Rocket Lab is building a full-scale space infrastructure company with massive long-term upside.

Check out my entire portfolio and follow my trades in real time completely for free on blossom 🔗 getblossom.onelink.me/SOfu/themarket…

Those who listen will become MILLIONAIRES. Once the AI hardware rotation slows down… power will still need to grow exponentially. Here’s the AI Power Super cycle that RETIRES you: 1. Layer 1 Fuel & Natural Gas Supply (the energy feeding the AI boom) • $EQT - largest U.S. natural gas producer • $KMI - gas pipelines + infrastructure • $WMB - natural gas transport + LNG • $ET - massive U.S. energy network 2. Layer 2 Onsite / Fast Deploy Power (the real near-term bottleneck solution) • $BE - Bloom Energy fuel cells • $GEV - gas turbines + power systems • $CAT - backup generators • $CMI - power generation systems • $KGS - gas compression + mobile power • $TE - solar + microgrid exposure 3. Layer 3 Grid & Electrical Infrastructure (the hidden AI winners) • $ETN - electrical systems • $PWR - grid buildout • $VRT - cooling + power management • $HUBB - transformers + grid equipment • $NVT - electrical infrastructure • $EMR - industrial power systems 4. Layer 4 Nuclear & Long-Term Baseload (the future AI power source) • $OKLO - advanced nuclear • $SMR - small modular reactors • $NNE - portable microreactors • $CEG - largest U.S. nuclear fleet • $VST - nuclear + power generation • $BWXT - reactor components + services Here is how it breaks down. AI models get larger. Data centers get bigger. Energy demand keeps accelerating.

McKinsey says AI will need 219 gigawatts of data center power by 2030. That's nearly 3x today's capacity. Here are 10 stocks powering the AI buildout: 1. $TE - T1 Energy Manufacturing solar modules in Texas using high-efficiency TOPCon technology. Q1 revenue $177.6M, up 232% YoY, with record adjusted EBITDA of $9.1M. G1_Dallas facility running at 5 GW nameplate capacity. G2_Austin Phase 1 (2.1 GW solar cell fab) broke ground in December and targets production by end of 2026 with over 60% domestic content. Signed a 900 MW supply deal with Treaty Oak Clean Energy. Leopold Aschenbrenner's Situational Awareness fund just disclosed a 10M share position - roughly a 3.6% stake.

@Manderson_Magic @nicksortor @MAGAMichelleS69 White guilt much. She just want to get all the blame while those Somalis are free. How long she can hold on?

@nicksortor @MAGAMichelleS69 Why does the white bitch get hit the hardest for a Somali scam operation. I’m cool with the sentence but the Somalis involved deserve the same sentence plus a fat deportation after the sentence is served. Anddddd Tampon Tim and Ilhan Omar need the same treatment.

🚨 BREAKING: The mastermind behind the Feeding Our Future fraud scam in Minnesota has just been sentenced to 41.5 YEARS in prison Holy CRAP! Aimee Bock orchestrated the $250 MILLION scam during COVID, billing taxpayers for fake meals for children. She deserves every single day of this sentence! MORE OF THIS! 🔥