Michael Testarossa

Mood

@KHerriage ✍️

My call: Trump has pivoted…the war is over. interest rates and oil prices have peaked for the year. Bullish for the market and HIGHLY bullish for interest rate sensitive names. We’re long semis/tech, small caps, housing, energy, PM’s/miners & BTC/TAO.

@JanErik51430 Proud shareholder here (60K+). Will take you up on that Hawaii and Cali house offer. Will be in Carlsbad in August. You close?

One of my oceanfront houses in Portugal. $OPEN army is welcome here too! Just like my places in Hawaii and California. My places are in my favorite places in front of my favorite waves. Epic locations all within 20 to 40 minutes to international airports on beautiful coasts!

@pappygist I like this ^^^ @jord_ant

$OPEN bought 655 houses this week. That’s 34,000/year. They made $18k on each median priced home. (4.4%) With current expenses they’ll make over $440 MM going forward 12 months. Tech rerate at 30x We’re sitting on a $15 stock. RIGHT NOW. That’s with no attachments. 🤯

@mikealfred @Jake__Wujastyk The turnaround they spearhead in real estate will be swift and vicious. People don’t realize as the real estate market gets worse for buyers and sellers, their opportunity to flip it on its head only gets bigger and better. Soon everyone will realize. This is bigger opp than ever

@Jake__Wujastyk I’m at 2.2M shares now after buying more today and yesterday.

$OPEN #OPEN Third time's a charm?

@brookeleblanc The #1 sports fan loyalty app in the world. @wunderfan

What are you building?

@BoringBiz_ Uh oh @jord_ant

One thing becoming increasingly clear If you didn’t lock in your 30 year mortgage at a sub 3% rate before 2022, you missed out on ever building home equity Permanent underclass forever

@Veno_41 CC: @jord_ant

Rasmr reveals that the Cartier Santos MOGS every other watch in the market “This watch was $6,700 and it gets more complements then an AP, if you want a real watch that will actually get you complements get a Cartier” “It literally gets you more complements from women while only being $6,700 compared to an AP which is $35,000”

@OrbitalAbuser yeah, Imagine if they actually did one in st pete beach too...would be incredible.

@GoTestarossa I agree! Nit asking for much. 1.5 miles

It’s still crazy to me that so many people that visit a Treasure Island or live in other areas around Pinellas County have no idea there’s a beach walk located behind the hotels that line Gulf Blvd.

@thewallstwiz yes, the probolem is no one else is seeing it right now...

$BB you see it?

@StockMKTNewz $IREN is Leopold’s 4th largest position @jord_ant

JUST IN: Leopold Aschenbrenner just updated his stock portfolio for his Situational Awareness Fund This is every SINGLE STOCK he owned so far the end of Q1 (This does not include options) $878.7M of Bloom Energy $BE $724.4M of Sandisk $SNDK $556.1M of CoreWeave $CRWV $401M of Iren Limited $IREN $389.1M of Core Scientific $CORZ $320M of Applied Digital $APLD $142.2M of Riot Platforms $RIOT $104.5M of Cleanspark $CLSK $62.5M of Solaris sei-network:native $43.9M of T1 Energy $TE $38.8M of Bitfarms $29.8M of Bitdeer $BTDR $26.3M of Power Solutions $PSIX $21M of Corning $GLW $20.9M of WhiteFiber $WYFI $20.2M of $AMD $19.9M of Babcock and Wilcox $BW $18.1M of SharonAI $SHAZ $13.1M of Propetro $PUMP $10.3M of $SMH $8.9M of Intel $INTC $7.6M of Taiwan Semi $TSM $6.4M of Hive Digital $HIVE $6.1M of $ASML $5.9M of Micron $MU

@TheTechInvest CC: @jord_ant

🚨 BREAKING: $IREN CLOSES 1% $3B CONVERTIBLE NOTES OFFERING No dilution before $110.30 This insane capital raise doesn’t make sense unless something huge is coming

@moninvestor We'll always have Super Bowl @jord_ant

Congrats to everyone holding $ONDS. The company absolutely smashed it. This is one of those stocks you just buy and forget. I genuinely believe it's going to follow the same path as Rocket Lab. The best way I can describe ONDS is as a highly diversified robotics company. Now, a few people are suddenly claiming they always called this one and saw the potential from day one. The reality is very few people actually bought this stock believing it would become one of the biggest drone companies in the world. As someone who first bought at $1.80 and added it to my long term portfolio with a 10x price target at $18, I can tell you there were only a handful of voices talking about ONDS back then. The two that stood out were @SaiseiInvesting and @ive_m5. They were among the earliest. There were a few others worth mentioning too, but those two led the way.

@moninvestor $OPEN & $BB for all the marbles...

Leopold's Situational Awareness 13F drops tomorrow, May 15, 2026. Quick refresher: Leopold Aschenbrenner was fired from OpenAI's Superalignment team in 2024 after raising internal concerns about the company's security practices. Months later, he published a 165-page essay called Situational Awareness: The Decade Ahead and launched a hedge fund of the same name. Eighteen months in, the fund has grown from roughly $225M to about $5.5B in disclosed U.S. equity exposure, with concentrated bets on AI infrastructure: power producers, fuel cells, memory, and Bitcoin miners pivoting to AI hosting. By any reasonable measure, he's become one of the most watched investors on Wall Street. Tomorrow's filing will show his Q1 2026 positions. Expect the names he's been buying, and the ones he's been quietly exiting, to move on the news.

@antibearthesis @jord_ant

Index funds are for preserving wealth. Individual stocks are for building it. If you’re in your 20s you should be buying growth stocks, not ETF’s. Agree or disagree?

@AnthonyClose but will they keep shuffle board?

A popular local restaurant known for its oversized breakfast platters and robot food runners is heading to the Grand Central District this summer. Buttermilk Eatery will open at 2601 Central Ave, taking over the former Urban Brew & BBQ space, which closed last September.

@amitisinvesting Great post. Needed this 🙏

my general take on this question around fomo is pretty simple “should I buy $MU at $800?” well, if you buy it here and are not ECSTATIC to buy it 20-30% lower on a dip, then you should not give into the fomo being on the sidelines of a trade is so much healthier than thinking you have to chase it buying at ATHs means you are acknowledging that you want to be part of the story but the risk outweighs the reward so you HAVE to accept being ready to DCA fomo happens when you buy something just to buy and then if it dips, you have no idea what you bought so you buy high sell low any fomo buy should be rooted in accepting it is a chase and then being ready to average down in case it collapses or, just don’t chase a name that you missed and be okay with missing it it doesn’t have to be so mentally draining, there many opportunities in the market beyond the names that capture most attention and not being part of them AND not taking the risk of being part of them is okay

@WerewolfHolding @CNBC tbh, I agree...Some huge catalyst potential and company is executing flawlessly...

$BB Blackberry..... $6ish here...reminds me of $PLTR at $7ish...... @cnbc

@Investpold22 When?

$OPEN As I Said before. Bullish to me. This could break out load and go up to 15-14$. Longterm this can get way higher. We could go up to 20-25$.

@Senner10 @sunxliao Been high on $RDW & $PL for awhile now

@sunxliao @GoTestarossa space list

$NVDA just told us space is the next AI trade IMO and people scrolled past it? At GTC, Jensen said "space computing has arrived" and announced the Vera Rubin Space-1 module that delivers 25X more AI compute than an H100 in orbit. Then they listed their launch partners... One of them was $PL. Here's how I'm thinking about the space theme now: Earth observation just got supercharged. Once we can run real AI inference in orbit, the satellite imagery business stops being "we sell pixels" and starts being "we sell real-time intelligence." $PL is the one Nvidia named directly, but $BKSY (radar imaging that sees through clouds), $SATL, and $SPIR are all sitting in the exact same lane and most of them are trading like it's still 2023. LOL! Somebody has to actually launch all of this. $RKLB had a monster print last week and the backlog tells us everything we need to know. $FLY is the other public name moving payloads, and the lunar work makes them a two-for-one bet. The infrastructure layer is where it gets quietly interesting. $RDW builds hardware in orbit, $VOYG is building the next gen commercial space station, and $VELO 3D prints the rocket and engine parts that the whole industry depends on. The moon economy is the part nobody is pricing in yet. $LUNR is the only public name actually landing on the lunar surface today, and $FLY is right behind them with contracted NASA missions. Connectivity is the wildcard. $ASTS is going direct from satellite to phone with the biggest carriers in the world already signed on, and I believe that there's nobody else publicly traded in that exact lane. For the smaller speculative side, $SIDU is satellite-as-a-service and $MNTS is in-space transportation (higher risk so beware of volatility). And if not wanting to pick a single name, $UFO is the basket that owns most of this theme in one ticker (our fave space ETF). Will be sharing more thoughts with Startup.io indicator suite users this week... NFA as always and hope everyone has a great week! I'm long space as you can see... 🛰️😅