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Leo Roth@Leo_Roth1·4h

Weekend Market Review + Next Week Outlook S&P 500 hit new highs this week then pulled back slightly on Friday, but momentum remains strong. AI seeing some profit-taking, while Nuclear, Space, Energy & Fintech continue rotating strongly.This Week Key Focus: Nvidia Earnings (May 20): Blackwell demand + guidance = biggest catalyst? Data: China Industrial Production, FOMC Minutes, PMI Sector Rotation: Who takes over from AI? Nuclear/Space or Defense+Energy? Which sectors from my last “hottest sectors” list are still in RS uptrend? Any changes?What’s your allocation for next week? （Space / Nuclear / AI / Fintech / Other）

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Leo Roth@Leo_Roth1·2h

@StockSavvyShay @FuturumEquities Great comp sheet. $CRWD and $SNOW still crushing it on Rule of 40. Higher yields could test the high-growth names though. Thoughts? x.com/Leo_Roth1/stat…

Shay Boloor@StockSavvyShay

Weekend Market Review + Next Week Outlook S&P 500 hit new highs this week then pulled back slightly on Friday, but momentum remains strong. AI seeing some profit-taking, while Nuclear, Space, Energy & Fintech continue rotating strongly.This Week Key Focus: Nvidia Earnings (May 20): Blackwell demand + guidance = biggest catalyst? Data: China Industrial Production, FOMC Minutes, PMI Sector Rotation: Who takes over from AI? Nuclear/Space or Defense+Energy? Which sectors from my last “hottest sectors” list are still in RS uptrend? Any changes?What’s your allocation for next week? （Space / Nuclear / AI / Fintech / Other）

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Shay Boloor@StockSavvyShay·3h

UPDATED SOFTWARE COMP SHEET Rule of 40 breakdown: • Best-in-class (60%+) | $PLTR, $APP • Elite (50-59%) | $NOW, $CRWD, $PANW • Great (40-49%) | $SNOW, $DDOG, $ZS, $ADBE, $CRM, $NET, $RBRK, $TEAM • Good (30-39%) | $MNDY, $HUBS, $MDB, $FIG, $PATH, $ZETA

$DDOG delivered one of the strongest software quarters in a while with NRR reaccelerating to 121% and reminding the market that software isn't dead. Agentic AI is making infrastructure more complex since companies juggle multiple models, multi-cloud workloads, GPU fleets, token costs and production reliability. That creates a massive monitoring problem and Datadog monetizes that complexity.

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Leo Roth@Leo_Roth1·3h

@KobeissiLetter Japan selling record US Treasuries. Higher yields incoming = pressure on growth stocks. $RKLB fundamentals still solid. Thoughts? x.com/Leo_Roth1/stat…

Weekend Market Review + Next Week Outlook S&P 500 hit new highs this week then pulled back slightly on Friday, but momentum remains strong. AI seeing some profit-taking, while Nuclear, Space, Energy & Fintech continue rotating strongly.This Week Key Focus: Nvidia Earnings (May 20): Blackwell demand + guidance = biggest catalyst? Data: China Industrial Production, FOMC Minutes, PMI Sector Rotation: Who takes over from AI? Nuclear/Space or Defense+Energy? Which sectors from my last “hottest sectors” list are still in RS uptrend? Any changes?What’s your allocation for next week? （Space / Nuclear / AI / Fintech / Other）

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The Kobeissi Letter@KobeissiLetter·3h

BREAKING: Japanese investors sold -$29.6 billion in US Treasuries, agency, and local authority debt in Q1 2026, the largest quarterly sale since Q2 2022. This marks the first quarterly outflow since Q4 2024 and follows 11 quarters of purchases of the last 12. Agency debt includes mortgage-backed securities (MBS) and bonds from government-sponsored entities, while local authority debt includes municipal bonds issued by US states, cities, and local governments. This comes as rising interest rate expectations, driven by a rebound in inflation, weighed on bond prices and prompted Japanese investors to cut US bond holdings. Japan is the largest foreign holder of US Treasuries, at $1.24 trillion, ahead of the UK, at $897 billion, and China, at $693 billion. Japanese investors are aggressively dumping US bonds.

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Leo Roth@Leo_Roth1·5h

Interesting chart, but I'm not convinced this is sustainable. That parabolic move looks like classic euphoria phase — sharp volume spike on the way up, but the RSI is screaming overbought on monthly. History shows these kinds of vertical rallies often lead to 40-60% corrections. Great for traders who time the exit, risky for long-term holders chasing the top. What do you think is the real asset here?

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How well do you know your charts?

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Leo Roth@Leo_Roth1·2d

@TrendSpider ammer candle on $SNDK looks strong x.com/groov828/statu…

My current top 4 picks across the hottest sectors right now 🔥 Space: $ASTS $RKLB $MDA $RDW AI/Data Center: $NBIS $IREN $CRWV $GLXY Software: $CRM $NOW $SNOW $ADBE Fintech: $HOOD $SOFI $NU $AFRM Consumer: $ELF $NKE $LULU $EL Nuclear/Rare Earths: $OKLO $SMR $LEU $UUUU S&P hits new highs + AI/Space/Nuclear momentum is strong, and these themes are just getting started What’s missing from the list? Drop your ideas 👇

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Hammer candle sounds good to me $SNDK

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Leo Roth@Leo_Roth1·2d

@KobeissiLetter 10Y yield at 4.59% Bond selloff hitting growth stocks hard. x.com/groov828/statu…

My current top 4 picks across the hottest sectors right now 🔥 Space: $ASTS $RKLB $MDA $RDW AI/Data Center: $NBIS $IREN $CRWV $GLXY Software: $CRM $NOW $SNOW $ADBE Fintech: $HOOD $SOFI $NU $AFRM Consumer: $ELF $NKE $LULU $EL Nuclear/Rare Earths: $OKLO $SMR $LEU $UUUU S&P hits new highs + AI/Space/Nuclear momentum is strong, and these themes are just getting started What’s missing from the list? Drop your ideas 👇

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The Kobeissi Letter@KobeissiLetter·2d

BREAKING: The US 10Y Note Yield extends gains to 4.59%, the highest level since May 22nd, 2025.

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Leo Roth@Leo_Roth1·2d

@StockMKTNewz Solid TCI portfolio! $GE $V $MCO leading the way. Quality over quantity x.com/groov828/statu…

My current top 4 picks across the hottest sectors right now 🔥 Space: $ASTS $RKLB $MDA $RDW AI/Data Center: $NBIS $IREN $CRWV $GLXY Software: $CRM $NOW $SNOW $ADBE Fintech: $HOOD $SOFI $NU $AFRM Consumer: $ELF $NKE $LULU $EL Nuclear/Rare Earths: $OKLO $SMR $LEU $UUUU S&P hits new highs + AI/Space/Nuclear momentum is strong, and these themes are just getting started What’s missing from the list? Drop your ideas 👇

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Evan@StockMKTNewz·2d

CHRIS HOHN AND TCI FUND JUST UPDATED THEIR $45 BILLION PORTFOLIO This is everything they held as of the end of Q1 2026 GE Aerospace $GE : $13.51B Visa $V : $9.95B Moody's $MCO : $6.20B S&P Global $SPGI : $5.69B Canadian Pacific Kansas $CP : $3.97B Google $GOOG : $3.48B Ferrovial $FER : $1.40B Microsoft $MSFT : $1.16B Canadian National Rail $CNI : $1.10B Google $GOOGL : $977.6M (Photo Credit: @ralliesai)

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Leo Roth@Leo_Roth1·2d

@StockSavvyShay @FuturumEquities Congrats on the WSJ feature! Cerebras IPO is massive Big bet on inference/AI shift vs Nvidia. Valuation rich but theme is strong. Holding my Space names too x.com/groov828/statu…

My current top 4 picks across the hottest sectors right now 🔥 Space: $ASTS $RKLB $MDA $RDW AI/Data Center: $NBIS $IREN $CRWV $GLXY Software: $CRM $NOW $SNOW $ADBE Fintech: $HOOD $SOFI $NU $AFRM Consumer: $ELF $NKE $LULU $EL Nuclear/Rare Earths: $OKLO $SMR $LEU $UUUU S&P hits new highs + AI/Space/Nuclear momentum is strong, and these themes are just getting started What’s missing from the list? Drop your ideas 👇

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Shay Boloor@StockSavvyShay·2d

Great to be featured in the Wall Street Journal today talking about the $CBRS IPO. Cerebras is attacking one of the biggest bottlenecks in the AI economy like running massive models faster, cheaper and more efficiently as the world shifts from training to inference deployment. But the difference between a great company and a great stock is entry price. At a ~$70B valuation, Cerebras is already being priced like a major AI infrastructure winner before I've even seen multiple quarters of execution.

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Leo Roth@Leo_Roth1·2d

@BrandyyNae30 Sent

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@groov828 👍

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Leo Roth@Leo_Roth1·2d

My current top 4 picks across the hottest sectors right now 🔥 Space: $ASTS $RKLB $MDA $RDW AI/Data Center: $NBIS $IREN $CRWV $GLXY Software: $CRM $NOW $SNOW $ADBE Fintech: $HOOD $SOFI $NU $AFRM Consumer: $ELF $NKE $LULU $EL Nuclear/Rare Earths: $OKLO $SMR $LEU $UUUU S&P hits new highs + AI/Space/Nuclear momentum is strong, and these themes are just getting started What’s missing from the list? Drop your ideas 👇

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Leo Roth@Leo_Roth1·2d

@BrinaGart27 Sent

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@groov828 👍

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Leo Roth@Leo_Roth1·2d

@Catalinaa_x_x Sent

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@groov828 Excellent list

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Leo Roth@Leo_Roth1·2d

@bowenjamil Sent

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Rebecca Jamil@bowenjamil·2d

@groov828 👍

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Leo Roth@Leo_Roth1·2d

@BossLouieBBB Sent

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@groov828 👍

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Leo Roth@Leo_Roth1·2d

@BeautifulV08 Sent

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Beautiful Virgo@BeautifulV08·2d

@groov828 $EL？

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Leo Roth@Leo_Roth1·2d

@becca00955 This is a good choice

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Rebecca Shirley@becca00955·2d

@groov828 $RKLB

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Leo Roth@Leo_Roth1·2d

Here are a few catalysts I'm currently monitoring 👇 $RKLB: Neutron rocket progress + new defense contract $ASTS: June satellite launch window $OKLO: AI data center microreactor rollout Which topic are you most confident about? 🔥

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Leo Roth@Leo_Roth1·3d

@TrendSpider $NVDA flying! x.com/groov828/statu…

🔥 NVDA is on fire! AI demand unstoppable, broke through major resistances with strong volume. At ~$221 now, solid support at $200. Next targets: $230 → $260, analysts eyeing $315+. Jensen Huang’s trip with Trump adds huge geopolitical tailwind! Long-term AI leader, still early. Who else is bullish? Drop your thoughts! 📈

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From $165 to $235 in the blink of an eye $NVDA

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Leo Roth@Leo_Roth1·3d

@BeverlyMokry Message has been sent

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@groov828 I want to know

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