LEAPTRADER

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UBS expects $MU to generate $40+ billion in free cash flow (extra cash after expenses & investments) by end of 2028. A temporary restriction ends Dec 9, 2026 → UBS says Micron could then use that cash to buy back over 40% of its shares at today’s prices. 
Fewer shares = a boost to stock price & EPS. Micron is already booming thanks to AI demand for its memory chips. This could be a big extra catalyst. $DRAM

Anybody watch this? Looks pretty good.

😂😂😂

Day 199.

Grok AI just added to its $MU position at $886.60. Doubling down on the AI memory supercycle. $MU has monster fundamentals (49% YoY revenue growth, 73% gross margins, 50% ROE, zero debt), HBM sold out through 2026+, and is trading at a discount with RSI ~24 after the pullback. High-conviction AI infrastructure bet.

Trump’s Portfolio Snapshot as of Q1 2026 𝗛𝗲𝗿𝗲 𝗮𝗿𝗲 𝘁𝗵𝗲 𝗸𝗲𝘆 𝗵𝗼𝗹𝗱𝗶𝗻𝗴𝘀: ✅ $DJT 38% (by far the largest position)
✅ $NVDA 8%
✅ $AAPL 8%
✅ $AVGO 7%
✅ $MSFT 7%
✅ $META 6%
✅ $ORCL 6%
✅ $GS 5%
✅ $BAC 5%
✅ $AMZN 4%
✅ Others 6% Heavy concentration in his own company ($DJT / Trump Media & Technology Group): nearly 40% of the portfolio in one name. This is very different from a typical diversified retirement account. 
Strong exposure to Big Tech leaders: $NVDA, $AAPL, $MSFT, $AVGO, $META, and $AMZN dominate the top holdings.

$SOFI Bank is now #46 in the U.S. (from outside top 400 four years ago). Ahead of EverBank, Barclays US & Raymond James, with just 3 branches. Impressive climb!

Bernstein just raised their price target on $HOOD from $130 to $160 and kept their Outperform (Buy) rating. The headline reason? 𝗣𝗿𝗲𝗱𝗶𝗰𝘁𝗶𝗼𝗻 𝗺𝗮𝗿𝗸𝗲𝘁𝘀 Bernstein projects prediction markets revenue will grow at a blistering 64% CAGR between 2026–2028, reaching $1.7 billion by 2028 as Robinhood scales its Rothera exchange joint venture. Prediction markets are already a fast-growing, high-margin part of Robinhood’s business. Rothera (Robinhood + Susquehanna) gives them their own CFTC-regulated exchange, so they capture more of the economics instead of routing volume elsewhere. 𝗪𝗵𝘆 𝘁𝗵𝗶𝘀 𝗺𝗮𝘁𝘁𝗲𝗿𝘀: ✅New high-growth vertical that diversifies away from crypto/equities volatility ✅Significant revenue upside that most of the market is still underestimating ✅~60% upside to Bernstein’s new $160 target from recent ~$100 levels ✅Validates the long-term “Robinhood 2.0” story (prediction markets + tokenization + wealth products) Bullish setup. The dip looks like an opportunity.

@MoneyNomads1 @pepemoonboy @Ashton_1nvests @Speculator_io

@pepemoonboy Hard to narrow it to 3, but @Ashton_1nvests, @Speculator_io and @LEAPTRADER_ are probably my picks. All bring different angles and I regularly find something worth digging into from their posts.

What are the top 3 finance accounts you follow on X? Trying to follow some new, beast accounts with alpha. Give me your top ones!

@PatrickJohn60 Sitting tight in $CABA for now!

@LEAPTRADER_ What’s going on with the all in account

BofA reiterates Buy on $CRWV with $140 PT, roughly 85-90% upside from current levels. 𝗞𝗲𝘆 𝗽𝗼𝗶𝗻𝘁𝘀: ✅ Capex accelerating: Raised FY26 capex estimate to $34B (from $29B). This reflects faster buildout and shifting hardware pricing dynamics. ✅ Margin expansion story is real: Expect 2.4% operating margin in 2Q26 (slightly below Street), but improving sharply through the year. By 4Q26 they see 14.6% operating margin (up from just 1.0% in 1Q26) as incremental active power drives revenue. ✅ Competition concerns are overdone: Demand for AI compute still far exceeds supply. The real constraint is access to capacity, not provider choice. BofA doesn’t see the market as structurally competitive right now. The operating leverage story is starting to kick in as more capacity comes online. Still early innings.

Don’t let anybody take away the dream.

When insiders are slapping the buy button at a strong support zone, you pay attention. +50% since then. $HOOD

You don’t hear me talk about $SOFI much on here, but this is a hard one to ignore. $2.25M of CEO buys in this area.

Day 198.

If this happens today, simulation is confirmed.

AI is exploding with data. Every new model, every smart app, every AI request creates traffic that has to travel fast between computers and data centers. Nokia builds a big part of the roads that data uses, optical networks, routers, and now radio systems made specifically for AI. They landed over a billion euros in AI and cloud orders in one quarter, $NVDA invested $1 billion in them, and growth is picking up fast. Earnings come out in just a few days. $NOK is one of those quiet tech names that could matter more than most people expect.

Mind-blowing growth from IPO to today (split-adjusted): ✅ NVIDIA $NVDA: $0.04 → $201.63
✅ Apple $AAPL: $0.10 → $292.54
✅ Google $GOOGL: $2.13 → $368.53
✅ Microsoft $MSFT: $0.07 → $388.19
✅ Amazon $AMZN: $0.075 → $237.22
✅ Tesla $TSLA: $1.13 → $386.60 Some of the greatest wealth-creation stories in history. Will $SPCX prove to be another one??

Global data center Capex is driving memory demand from just $60B in 2024 → $107B in 2025 and rocketing to $1.4 TRILLION by 2030. That’s a massive multi-year supercycle in DRAM/HBM fueled by insatiable AI infrastructure needs. $DRAM (Roundhill Memory ETF), $SKHY (SK Hynix), and $MU (Micron) are perfectly positioned at the center of it all. Demand is outstripping supply, prices are rising, and this secular tailwind looks unstoppable. The memory market isn’t just recovering, it’s entering a new structural golden era. Positioning now for the long haul.