Leif | Investing

Leif — tracking high-upside stocks across AI, power, and finance. Here’s what you’ll get 👇 • Stocks I’m researching & breaking down • Portfolio updates + risk management insights • High-quality stock ideas (NFA) • Market memes + geopolitical events impacting stocks • Community-driven discussion and ideas • Real-time market news and analysis Follow for real-time market insights, analysis, and high-upside ideas 📈

SaaS struggling during the market rally today 😬 $SNOW -3%🔴 $INTU -3%🔴 $WDAY -2%🔴 $ADBE -2%🔴 $ZS -1.5%🔴 $CRM -0.75%🔴 The supposed rotation into SaaS seems to be out of favor again

@Gubloinvestor @UmaeAuwal Unreal Gublo!

Love seeing $ALAB at $276. Exactly $110 up from our first entry last month. Long live $ALAB

If $NVDA misses earnings today after this massive market rally and momentum today… 😬 All eyes on $NVDA earnings👀

@Berrrbi Unreal day in the market. Love to see it.

@LeifInvests TE IQE SLS ABCL All of them are exploding today

STOCK MARKET IS FLYING 🚀🤑 $SPY +0.90%🟢 $QQQ + 1.20%🟢 $TE +33%🟢 $ARM 15%🟢 $ALAB 15%🟢 $AMD 7.5%🟢 $CEG 7.5%🟢 $LRCX +7%🟢 What is your best performing stock?

@KobeissiLetter Open AI IPO before Anthropic?

BREAKING: OpenAI has been working with bankers to file for an IPO as soon as in the coming days or weeks, per WSJ. Details include: 1. OpenAI has been working with both Goldman Sachs and Morgan Stanley on the IPO 2. The goal is for the company to be read to go public by as early as September 3. OpenAI plans to file confidentially with regulators soon, possibly as early as Friday 4. The move comes amid SpaceX's imminent IPO which could debut as soon as June 12th A historic IPO season is upon us.

@drayinvests The stock is a good buy, but it’s out of favor right now.

A stock I have my eyes and is very overlooked right now is $AXP They have been such a consistent overall company and remains on top of the card industry Once I have more cash available I will definitely start buying as they still are down over 16% YTD

@BlackMambaMilli Gotta own one of these

@LeifInvests Energy is an interesting meta that I need to do way more study on 👀

Here comes the independent power producers! 🚀 $TLN +6%🟢 $VST +5%🟢 $CEG +5%🟢 $NRG +5%🟢 Yields are down and IPPs are catching a strong bid this morning. Hopefully this continues into market open📈 Did you buy the dip on these stocks?

@jacobiinvest $NBIS to 80% allocation!

What do you guys think of this portfolio for a 22 year old? $NBIS: 55.37% $UNH: 9.29% $GOOGL: 7.80% $RKLB: 4.68% $CLOV: 3.94% $AIRJ: 3.07% $ABCL: 1.93% $RDW: 1.91% $OSCR: 1.84% $NOW: 1.74% $DLO: 1.73% $HIMS: 1.69% $MU: 1.40% $HOOD: 1.30% $JOBY: 0.99% $ANET: 0.60% $KULR: 0.57% $LPSN: 0.14% What would you change?

@BullMarketBoss Yes, trusting him is the way to go.

@LeifInvests In Jensen we trust

$NVDA holders sleeping peacefully into tomorrow’s earnings realizing they own the EPICENTER of the AI ecosystem. 👑 Jensen Huang’s got their back 🤝

@BullMarketBoss Goodnight, gonna be a big day tomorrow!

Rest well X crew Tomorrow is a massive day with $NVDA earnings and I cannot wait See you on the flip side

@cmsinvests Love his $AXP holding

Warren Buffett’s portfolio: $AAPL, $AXP, $KO, $BAC, $CVX, $OXY, $GOOG, $CB Berkshire Hathaway is also holding 54% cash… Is he being cautious, or is he seeing something the market isn’t?

@HunterAllen4 The goat is back at it!

104 gone just like that. UNFOLLOWED. Feed clean time. A week had passed. Gone. Gotta make room for the new legends. It was hard staying up to date on replies gang. If you’re serious about growing your account and post fire content. Subscribe and I’ll shout you out fam. ALL LOVE X FAM Drop your favorite small accounts below 👇

Valuation comparison between the two lagging tech giants 👑📉 $MSFT Average 5-year FWD PE: 29.4x Current FWD PE: 22.5x vs. $META Average 5-year FWD PE: 21.3x Current FWD PE: 19.5x Which has more value at current levels?

@BrianHa24140826 Hard to not bet on the long term trajectory with them tho. Supply bottlenecks are short term.

@LeifInvests I wouldnt be so confident if i owned NVDA. It is clearly the dominant force in AI chips, but their are a lot of supply bottlenecks that could come into play, and even a hint of a slowdown will cause major losses in not just NVDA but all the semis.

@jacobiinvest @bigbobinvests @antibearthesis @TradeChronicle LETS GO JACOB! $NBIS holder right there!

I blew past 900 followers today!! I wanted to thank @LeifInvests @bigbobinvests @antibearthesis @TradeChronicle And many many more I know I am forgetting!! But such a big milestone!

@stockmindsweb Lower PE, higher revenue growth is an argument there.

@LeifInvests $META looks more attractive

@unusual_whales Ngl we have heard this many times. Next 5 days are pivotal.

Trump: Iran is begging to make a deal.