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₿izzy₿ee🐝

₿izzy₿ee🐝

@GodFatherDrew99

|Crypto Alpha|Crypto Insight|Crypto Content| |NFTs🔥Crypto🚀Stocks💸Sports|⚾🏈⚽🥊

Katılım Nisan 2016
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Mike Investing
Mike Investing@MrMikeInvesting·
Leopold Aschenbrenner is literally telling you what stocks to buy before they squeeze. He turned $225M into $5.5B in just 12 months. In 2025 he called out: $SNDK at $42 & is now up 3,200% $BE at $18 & is now up 1,500% $LITE at $59 & is now up 1,400% This time around for 2026 he’s bullish on: 1. $TE ~ T1 Energy 2. $IREN ~ Iren Limited 3. $HIVE ~ Hive Digital 4. $CRWV ~ CoreWeave 5. $RIOT ~ Riot Platforms 6. $CLSK ~ CleanSpark These stocks can easily be the next to 5-10x within months. Don’t miss out again…
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Shanto
Shanto@ashiqur_ai·
Best YouTube Channels to learn AI in 2026: 1. AI Explained 👉 @aiexplained-o" target="_blank" rel="nofollow noopener">youtube.com/@aiexplained-o… 2. Andrej Karpathy 👉 @AndrejKarpath" target="_blank" rel="nofollow noopener">youtube.com/@AndrejKarpath… 3. Cole Medin 👉 @WesRoth/" target="_blank" rel="nofollow noopener">youtube.com/@WesRoth/ 4. DeepLearningAI 👉 @Deeplearninga" target="_blank" rel="nofollow noopener">youtube.com/@Deeplearninga… 5. Futurepedia 👉 @futurepedia_i" target="_blank" rel="nofollow noopener">youtube.com/@futurepedia_i… 6. Matthew Berman 👉 @matthew_berma" target="_blank" rel="nofollow noopener">youtube.com/@matthew_berma… 7. Skill Leap AI 👉 @SkillLeapAI/f" target="_blank" rel="nofollow noopener">youtube.com/@SkillLeapAI/f… 8. Tech With Tim 👉 @TechWithTim/v" target="_blank" rel="nofollow noopener">youtube.com/@TechWithTim/v… 9. Tina Huang 👉 @TinaHuang1/vi" target="_blank" rel="nofollow noopener">youtube.com/@TinaHuang1/vi… 10. Two Minute Papers 👉 @TwoMinutePape" target="_blank" rel="nofollow noopener">youtube.com/@TwoMinutePape… Follow me @ashiqur_ai for more AI IDEA.
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Michael | Hypermarkets
Michael | Hypermarkets@itsmichaelluu·
The largest IPO in history is $SPCX on June 12th valued at $1.75 trillion. Elon Musk says by 2030 regular people will be ultra-wealthy. Here's 20 companies directly linked to SPACEX: 1. $ASTS — Satellite-to-phone tech becomes backbone of Starlink's global mobile dead-zone elimination 2. $IONQ — Quantum computing powers SpaceX orbital AI compute satellites launching in 2028 3. $RDDT — Real-time data feeds Grok's truth-seeking AI engine via X integration 4. $RKLB — Rocket Lab fills small-payload launch demand SpaceX's Falcon can't efficiently serve 5. $LUNR — Lunar lander tech directly supports SpaceX's Moon base buildout timeline 6. $ACHR — Air mobility networks integrate with Starlink low-latency connectivity infrastructure 7. $LLAP — Terran Orbital builds small sats riding SpaceX rideshare missions at scale 8. $VIAV — Optical networking components critical for Starlink ground station infrastructure upgrades 9. $AEVA — LiDAR sensors enable autonomous Starship landing and booster catch precision systems 10. $SPIR — Space data analytics layer monetizing SpaceX's growing orbital satellite constellation 11. $KTOS — Defense tech partner powering Starshield national security satellite network contracts 12. $BWXT — Nuclear propulsion R&D aligns with SpaceX's Mars mission power requirements 13. $ARQQ — Quantum encryption secures Starshield government communications on classified orbital networks 14. $LAZR — Luminar LiDAR enables SpaceX autonomous vehicle docking and precision landing systems 15. $OUST — Sensor fusion tech supports SpaceX's booster catch and reusability automation stack 16. $MTSI — RF semiconductors power Starlink user terminal phased-array antenna signal processing 17. $GILT — Gilat Satellite ground infrastructure scales alongside Starlink enterprise fixed-site deployments 18. $SATL — Satellogic high-resolution imaging complements SpaceX orbital AI compute satellite constellation data 19. $TWST — Synthetic biology tools accelerate SpaceX's long-term Mars colonization life support research 20. $POET — Optical interposer chips slash data center power costs inside COLOSSUS AI cluster Remember, the total market for space economy can be $200 trillion in less than 10 years thats 100x from IPO. ♻️RESHARE this post and make 1 comment. I'll tell you which one is my #1 favorite and I own this one already.
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Mike Investing
Mike Investing@MrMikeInvesting·
In 2024 I called out $TSLA at $140. Then in 2025 I called out $AMD at $76. Now for 2026 my next callout to change lives will be $NOW. All while sitting at its LOWEST valuation ever ServiceNow has: - Grown revenues +22% YoY. - Partnered with Anthropic, Nvidia, Amazon & more. - Improved FCF by +44% YoY. - Built a $6B cash pile. Even the $NOW CEO, Bill McDermott bought $3M worth of shares back in February. Remember this post when you see $NOW squeeze later this year. Don’t miss it…
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Value Investing Edge
Value Investing Edge@StonkValue·
Best stocks to own until 2030- AI Infrastructure 1. $NBIS 2. $CIFR 3. $IREN 4. $ALAB 5. $CRDO 6. $AMBQ Critical Minerals 1. $UMAY 2. $UUUU 3. $AXTI Power/Energy 1. $BE 2. $EOSE 3. $TE 4. $AMPX Storage 1. $SNDK 2. $WDC 3. $STX 4. $MRAM Photonics / Optics 1. $AAOI 2. $LITE 3. $LPTH 4. $AXTI 5. $LWLG Application/Defense 1. $ONDS 2. $OSS 3. $PLTR Quantum 1. $IONQ Space/Satellite 1. $RKLB 2. $FLY 3. $SATL
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Sergey
Sergey@SergeyCYW·
Data Center Energy Providers: $VST Vistra Corp $CEG Constellation Energy Group $GEV GE Vernova $NEE NextEra Energy $EQT EQT $EOSE Eos Energy
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Mike Investing
Mike Investing@MrMikeInvesting·
If your looking to make generational wealth in 2026, then buy & hold these 8 names… 1. ServiceNow ~ $NOW 2. Nebius ~ $NBIS 3. Iren ~ $IREN 4. Rocket Lab ~ $RKLB 5. AST SpaceMobile ~ $ASTS 6. Microsoft ~ $MSFT 7. Ondas ~ $ONDS 8. One Stop Sys ~ $OSS Come back to this post in 7 months, & you’ll thank yourself that you listened. Don’t miss out…
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InvestmentGuru
InvestmentGuru@InvestmentGuru_·
THE MEMORY SUPERCYCLE — and you can play it with ETFs right now. 4 tickers. Different risk levels. Same mega-theme. $DRAM — +80.3% YTD → The pure-play memory ETF → SK Hynix 26% | $MU 25% | Samsung 21% | Others 28% → Maximum memory concentration in one ticker → Best if you want direct exposure to the DRAM/HBM supercycle $EWY — +87.1% YTD → Plays the Korea memory duopoly — SK Hynix + Samsung in one fund → SK Hynix: 19%–24% | Samsung: 22% | Others: 54%–59% → Added macro beta on Korean won + broader Korean economy → Solid middle ground between pure memory and diversification $KORU — +362.1% YTD → 3x leveraged version of $EWY essentially → Not a hold — a trade → Massive upside in a supercycle, brutal drawdowns on reversals → Only for those who understand leveraged ETF decay $SMH — +52.6% YTD → Broader semi exposure with memory embedded → $NVDA 16% | $TSMC 10% | $AVGO 7% | $INTC 5% | $AMD 5% | $MU included → Lowest memory concentration but highest diversification → Best entry point for those new to the theme Risk Ladder (lowest → highest): $SMH → $DRAM → $EWY → $KORU Pick your risk appetite. Size accordingly. Not financial advice.
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Rand Group
Rand Group@randgroup·
The AI supercycle will last 15 years. We're in year 3. Most investors are still buying Phase 1 names while the real money is already rotating into Phase 3. I mapped the entire cycle into 4 phases with the tickers that matter at each stage: The AI supercycle is the biggest investment theme of our generation. Bigger than mobile. Bigger than cloud. A 15 year structural shift that will reshape every sector of the global economy. Hyperscalers just committed $725 billion in capex for 2026, nearly doubling last year. Microsoft, Google, Amazon, and Meta each spending over $100 billion individually. This is not speculation. I've mapped the entire supercycle into four phases so you know exactly where we are and where the asymmetric opportunities sit. 🔴 Phase 1: Already Ran (2023 to 2025) The foundation layer is complete. $AMD ran 78% in 2025, $NVDA 39%, and $INTC just posted a blowout Q1 that sent the Philadelphia Semiconductor Index above 10,000 for the first time. Chips still power every phase but the generational entries are gone and risk/reward has compressed. - $NVDA, $AMD, $ARM, $INTC, $AVGO, $MU, $GLW - Semiconductors, Memory & Storage,Photonics/Optics - Foundation complete. Still growing but priced for it. 🟠 Phase 2: Peak Buildout (2025 to 2027) The phase most investors just woke up to. $CEG acquired Calpine to become the largest U.S. private power producer at 55 GW. $GEV up over 200% in a year. $VRT co engineering cooling for NVIDIA's Rubin architecture. $GLW up 74% YTD on optical fiber demand. Nuclear SMRs are the breakout with $OKLO, $SMR, and $BWXT positioning to power data centers directly. Still upside but the obvious names have moved. - $CEG, $GEV, $VRT, $VST, $TLN, $ANET, $GLW, $MOD, $EQIX $OKLO, $SMR, $BWXT, $NNE - Power/Grid, Cooling, Networking, Nuclear/SMR Peak buildout. - Nuclear SMRs are the sleeper. 🟡 Phase 3: The Positioning Window (2026 to 2028) Where AI escapes the data center and enters the physical world. Most will be late. Tesla converting Fremont to Optimus production, $25B capex, mass production targeted H2 2026. Rocket Lab posted record $602M revenue with $1.85B backlog. $LUNR up 47% YTD with $943M in contracts. $KTOS Valkyrie drone selected for the Marine Corps. The window to position is open right now. - $TSLA, $RKLB, $LUNR, $KTOS, $AVAV, $PATH, $ISRG $MP, $FCX, $ALB, $ASTS - Robotics/Autonomy, Space/Defense/Drones, Rare Earths - This is where the asymmetric risk/reward lives. 🟢 Phase 4: Final Frontier (2028+) The endgame. Microsoft capex $190B. Alphabet $190B. Amazon $200B. Meta $145B. Google Cloud backlog past $460B. They're building the rails for AI software dominance and AGI. Quantum still early but $IONQ and D Wave are laying groundwork. The platforms that control the software layer win the entire supercycle. - $MSFT, $GOOGL, $AMZN, $META, $ORCL, $IONQ - AI Software Dominance, AGI Infrastructure Decade long thesis. - Accumulate on weakness. 💊 Key Takeaway - Phase 2 is confirmed ($725B hyperscaler capex) - Phase 3 is where the smart money positions nowRobotics, space, defense, nuclear - SMR are the 2026 to 2028 trades - Most will rotate into these names 12 months too late 15 year supercycle. Not a trade. Phase 1 ran. Phase 2 is priced. Phase 3 is where you want to be.
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Michael | Hypermarkets
Michael | Hypermarkets@itsmichaelluu·
1 year ago, MU was at $65. It's up 1100% so far. DRAM launched on 1 month ago and its up 85% already. Here's every company inside $DRAM and why they'll print 1000%-2000% over the next 5 years: 🔵 Micron Technology ($MU) — 24.13% The US's only HBM chip maker. AI data centers can't run without their memory. Demand will 10x as LLMs scale. 🟢 SK Hynix — 23.61% South Korea's memory giant and NVIDIA's #1 HBM supplier. Every H100 and B200 chip runs their memory inside. 🟠 Samsung Electronics — 25.02% World's largest memory producer. Dominates NAND and DRAM. Spending $200B+ to stay at the cutting edge of AI chips. ⚪ Kioxia (285A.JP) — 4.98% Japan's top NAND flash maker, spun out of Toshiba. AI storage explosion will drive massive enterprise SSD demand. 🔴 SanDisk ($SNDK) — 4.81% Pure-play NAND flash and SSDs. As AI edge devices multiply, flash storage demand grows exponentially with it. 🟡 Seagate Technology ($STX) — 4.75% The king of hard drives for hyperscale data centers. AI training datasets need massive cheap storage — Seagate wins. 🟣 Western Digital ($WDC) — 4.67% HDD + NAND hybrid play. Pivoting hard into enterprise SSDs as cloud and AI infrastructure keeps expanding globally. ⚫ Winbond Electronics — 0.12% Taiwan-based specialty DRAM maker. Supplies memory for IoT, automotive, and industrial chips — all growing fast. 🔵 Nanya Technology — 0.07% Taiwan DRAM producer focused on commodity memory. Benefits from any supply shortage cycle driven by AI demand. I added Jan 2018 $70 calls for a long term hold at $15.
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Derek Quick
Derek Quick@derekquick1·
The uranium & Nuclear energy squeeze is coming. Big tech making deals. $NNE $UEC $UUUU $LEU $SMR $XE $OKLO
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: The S&P 500 closes at its highest level on record, now up +16.6% since the March 30th bottom. That's +$9.6 TRILLION in market cap in 27 trading days.
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Stocks World
Stocks World@anandchokshi19·
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tradetbz
tradetbz@tradetb·
The chart of Home Depot $HD overlaid $SPX is making its round on X and I can see why... Will be interesting to see how this plays out.
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John
John@market_sleuth·
Lots of banter that since Home Depot was down 24% from its high in Oct of 2007 that it correlates to a recession indicator (it’s currently down 24% from its ATH). Well … HD notched a new ATH on April 12, 2000. That was 19 days AFTER the dot com top (QQQ & SPY topped on March 24, 2000). It’s not a good proxy for when a bear market begins or a recession.
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Lawrence McDonald
Lawrence McDonald@Convertbond·
Last time stocks were at all-time highs with Home Depot $HD in a 26% drawdown? *Special thanks to the Bloomberg terminal.
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