Leo - DRIPCalc / YMTracker

@amitisinvesting @amitisinvesting Amit, where is ur database of AI and adjacent stocks that u promised a week ago? Did u ever publish it?

Because we are all addicts, here are some of the biggest US stocks & what they are trading at in USD converted from their current price in the German markets 😂 Market likes the potential closure of the Iran situation...

And then there are guys like @RealMattMoney with $4.xx avg on Rocket Lab and he doesn't care 😁 .. and there is i who sold $4.50 covered calls on my $3.80 $rklb 🤣 ... So now im at $33 avg fully paid off by covered calls... I guess i never learn... But the way i see it- we will hug sub $70 again

What is my favorite space stock to buy today? Is it $RKLB, $ASTS, $FLY, $LUNR, $RDW, $SPCX? None of the above. All you degens on here focus on dreams of upside, while ignoring the nightmare potential of a cascade decline. If you had to buy any of the above stocks at today's valuations and hold for 1 year, your confidence of them being at or near current prices or higher would be optimistic to say the least. Looking further out, it gets even riskier. The potential for SpaceX to crash the party eventually is very real. That doesn't mean $SPCX may not stay up here, especially forced buying following index inclusions keeps demand going for months past IPO. In sympathy, Rocket Lab and others may continue getting bid up. Though eventually that all ends and then what? When we have another growth bear market as we did after 2021, these names could fall hard and take a long time to recover, even if their underlying businesses continue to execute just fine. That's why, even though I own all of the above names (including 7-figures in SpaceX) I would not buy today. That doesn't mean I don't like them but rather, the downside risks are too great for increasing their exposure and holding. My favorite space stock today is Northrop Grumman $NOC. Now you may know them best for the B-2 and its successor the B-21, the center fuselage for F-35 (even though everyone associates $LMT with that aircraft), and the new Sentinel system replacing the current Minuteman III (in service for 50+ years). However, space systems = 26% of revenue and includes satellites, space payloads, launch vehicles/boosters, missile defense interceptors, and space exploration/support. Key programs = Graphite Epoxy Motor 63 (GEM 63), Next Generation Interceptor (NGI), Space Development Agency (SDA) satellites, Habitation and Logistics Outpost (HALO), SLS Booster, and various classified programs. Also don't forget they co-developing Eclipse, a new medium launch rocket, with Firefly Aerospace $FLY. When $RKLB was an EV of a couple billion, I said $NOC should buy them as even at a huge premium, it would be a steal and the best fit among the primes. In the next bear market, I would not be surprised to see them buy Firefly if they continue to execute well. If you think AST SpaceMobile's satellites are complicated, they're nothing compared to the James Webb Space Telescope that $NOC built. The accordion arrays on $ASTS BlueBird satellites are simple compared to the Webb's deployment sequence. For you chip chasing degens, don't forget Northrop owns and operates domestic foundries crucial to national security. Being arguably the highest quality among the prime defense contractors, Northrop has rarely been cheap, but it is cheap relative to recent history. Lumpiness in how contracts are paid, further exasperated by all the govt shutdowns and payments delayed by quarters, means that if you are trying to value it by looking at superficial financial metrics, you will miss what's really going on. First 2 screenshots from Gurufocus.

@jrouldz Btw why not just sell outrageously expensive covered calls at say $145-150 two-6 months out? If you get assigned you get a higher price. If not keep the cash. You were going to sell anyway

Forgive me Sir Peter Beck and $RKLB fam, for I have sinned I sold 4% of my position at $131 Combined with early options profits, this makes the remainder a free-money trade. And still my largest position by far No plan to sell any more Executed trade from Central Park😆

@jrouldz NOW BUY BACK ON SALE! 😁😉

@KrisPatel99 Or they be more expensive than whole foods... Until everything is stolen that is 🤣

Anyone want to take bets on when this thing fails?

@theaveragegal__ @Dboybruh I think less than $5000

@Dboybruh $SOFI - Did Trump buy in? The stock is still struggling and seems to be in a range.

- There are some people that know the price of everything, and yet the value of nothing $SoFi is a GENERATIONAL BUY!

@Dboybruh I already bought enough... Upped my position >50% ... And have some puts open in the red, with $21 BE... So I might be "buying" some more unless i manage to roll... Now in wash sale zone 🥴

@Dboybruh When is the KO coming? Nothing sight right now 😭

- the $SoFi story if it were told through boxing (watch til the end)

@RealMattMoney @KrisPatel99 Good one Matt 😁🤣

@KrisPatel99 Like when you told me to sell at $50?

A wall of Cuban singles for sale. La Casa del Habano, Mandarin Oriental, Amsterdam

@YieldMaxETFs Do $ulty now... Especially one year return

ETF of the Week: $GOOY, the YieldMax® GOOGL Option Income Strategy ETF. YieldMax® Single Stock Option Income ETFs turn individual equity volatility into income potential.

@wealthmatica Very interesting 👍 thanks

Official Announcement: $ZETA + $SNOW strike a partnership to develop an OSI with the purpose "to create a common, vendor-agnostic specification that defines semantic metadata." But, what the heck does that mean? And as Amit put it... why the heck do we care? That's why I'm here! Ironically, I made a post moments before this announcement was published. I was thinking about this concept all day frankly. Let me prefix this post. As I stated earlier, I believe $ZETA is becoming an ontology layer for enterprise marketing and business intelligence. $ZETA is unique. They collect a lot of 1P data, both through a series of intent and ID owned rails where they have opt-in user touch-points. The outcome, a 552M person large ID graph that updates with trillions of signals in realtime. One may think this is just another ad-tech or marketing company, but I truly think they are steaming towards something bigger. Enterprise business intelligence. $ZETA could provide: - Predictive supply chain viability. - Inventory demand forecasting. - Merchandise launch strategy. - Product R&D strategy. - Competitive intelligence. - Churn intelligence. - Real estate/geographical expansion roadmaps. All of these business related decisions are theoretically solutions that $ZETA COULD provide out of out of box today. They just don't "officially" do so. Ps, David if you're reading this... I saw that podcast a year ago where you talked about this VERY subject. I know what you're up to! let's stay on track... However, I want you to understand - this is only one side of the coin. We have another left-brain and right-brain analogy here. $ZETA has a strong touch-point with the consumer. In other words, the demand side. Where $ZETA does not have a strong touch-point, is the supply side. Or in other words, the internal and cross-operational data or function of each enterprise client. Think about it through the lens of "where these businesses actually touch grass". Enter Snowflake. $SNOW is developing something very important. In essence, a conduit with pre-structured and configured data that can plug into any approved vendor. Here's the visual you need to picture: $SNOW processes real-time data to drive day-to-day business actions, workflows, and customer-facing applications for their clients. - Enterprise uses $SNOW. - $SNOW preps and structures raw data. - $SNOW builds pipeline to send clean, structured, AI ready data. This is what OSI is and what $ZETA and $SNOW are now working on to make 'standardized'. Because if they do, any customer that uses $SNOW could then give permission to $ZETA to pull the same enterprise operational AI ready data into the $ZETA ecosystem. Which means, $ZETA could have both sides of the coin. Both the left-side and right-side of the brain... A complete, full-contextual ontology layer built for the CMO, COO, CFO and CEO This is the 5 year roadmap for $ZETA in my opinion. I think this is a company who is serving Mar/AdTech right now, but is on a trajectory towards true AI driven business intelligence platform. Remember... This partnership announced today is designed to expand the DEMAND side capabilities to start. But it is this very structure (the OSI), that will also allow for permissive operational data to flow into $ZETA at the very same time. Time will tell - exciting stuff. $ZETA

@insiderinvests Its now cheaper than in March 🤣 ... Or maybe about the same... Not higher 🥴

Holy sh*t Trump bought $SoFi in March this year

@Alice_MiaX not if it's white tube socks 🤣

Socks with sandals is one of the weirdest, most cringe things a man can do.

@unusual_whales that is such BULLSHIT in MA (her state) electric costs are up 300% since covid ain't no AI data-centers in MA! that bitch together with marsha cock-ly are selling the residents to the unions and utilities, and they lie on TV

Elizabeth Warren has said: A single AI data center uses as much electricity as 100,000 households—and utility companies are passing the upgrade costs to you, not to the trillion-dollar tech giants.

@Drjab699John @cidman00 idk ... like stock pump is nice and all, but US GOV controlling major stake in PLTR is not a good thing ... unlike $INTC that was "cooked" when trump and NVDA invested, Palantir does NOT need capital infusion. I really don't want bureaucratic control over PLTR.

@cidman00 That would be the most magical moment ever n my stock market career. Thousands of retail investors would love President Trump forever. Makes military and cybersecurity sense. Strategic planning at its best

RUMOR : white house could be taking a 10% stake in $PLTR Get ready for explosion if happens

@pmarca Who is Taylor? serious question 😀

@Dboybruh what's SofiUSD hype all about? is it because they will make interest on it like $CRCL on $USDC? What else?

- 🚨 the Trump Effect in the market is real NEXT UP $SoFi • stepped up to support trump accounts - the secret weapon - SoFiUSD could be an alternative to the USDC as it is backed by a nationally chartered bank OCC + FDIC insured Traditional government payments still rely on slow ACH, wires that only move during banking hours. SoFiUSD + SoFi’s new Big Business Banking platform changes that: • 24/7 real-time settlements • Instant fiat ↔ stablecoin conversion • Programmable, API-driven payments • Seamless cross-border capability (including Mastercard integration) SoFi has been playing the long game, a foot in the door like this would generate massive revenue

@amitisinvesting @amitisinvesting where is ur list of AI stocks/companies? did you release it yet?

$NVDA “You’re not talking to someone who woke up a loser.” GO GET EM JENSEN.

@Sam_Badawi They just keep buying each other Soon will be 1 stock - $NVDAAMDMUSNDKNBIS.ETC

$AMD just reported in its 13F that it purchased $6.5M worth of $MRVL at roughly $99 per share last quarter. Lisa Su is now up 66% on the position.

@Sam_Badawi Why is stock not reacting? @grok what was the big contract AVAV lost recently?

$AVAV received a 3-year, $43M contract from the Department of War’s Test Resource Management Center to integrate its PANTHER telemetry system onto SkyRange platforms. The deal supports multi-band, multi-target tracking capabilities for hypersonic weapons testing.