@TedPillows Comparing NFT and AI is lame. If anything NFT should be compared with crypto but dont know if we will ever see it rise like this.
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Sam Naq
625 posts
I have $25,000 to blow… I’ll let X decide what I do… comment the number
1) All in $DRAM
2) All in $NASA
3) 50% AMD $AMD + 50% Micron $MU
4) All in $SMH
5) All in Micron
6) All in $EUV
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@TickerSymbolYOU @grok summarize in 5 bullets and which stocks to buy
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The biggest IPO so far in 2026 launches in 4 days.
$25B $CBRS brands itself an $NVDA killer.
It claims its huge, ultra fast AI chips are 21x faster than B200s.
But it's a parlay trade. $CBRS depends on a $20B OpenAI contract.
For $CBRS to win, OpenAI must win as well.
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🇵🇰 🇨🇳 ‘The Legend of Maula Jatt’ has broken into one of the most exclusive film quotas in the world — the first Pakistani film ever to do so.
In cinemas across China from May 21, 2026.
A huge moment for Pakistani cinema, and a new door opening for our stories on the world stage.
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@iamqadirkhawaja @iShaheenAfridi @shan_afridi7 Let them focus on cricket field and win matches for Pakistan. Pakistani cricketer act like stars everywhere except in the ground.
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Exactly,,,
حیرانگی ہے کہ ایسے بکواس کرکے یہ بچوں کے ہیرو بھی بن جاتے اور لوگ ان پر یقین بھی کرلیتے جو ہماری خبروں پر منجن بیچتے ہیں افسوس ہے کہ یہ بندہ ایسے تذلیل کررہا ہے ہمارے کھلاڑیوں کی
PCB and @iShaheenAfridi should file case against these Youtubers
@shan_afridi7
#ShaheenAfridi
Mazher Arshad@MazherArshad
CBA is a vile YouTuber and a digital bhand masquerading as a cricket expert with laughably poor analysis. The perfect example of a parha likha jaahil.
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Everyone has their own way to criticise and vent. He doesn’t abuse or use slang, so I am all for his videos. Plus, PCB and these players deserve it because of their clownish decisions, performances and attitude.
Our cricket has gone past the days when it needs to be taken seriously.
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CBA is a vile YouTuber and a digital bhand masquerading as a cricket expert with laughably poor analysis. The perfect example of a parha likha jaahil.
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- Rising crypto sentiment led by BTC
- Tether is potentially worth $500B
- Clarity Act passed in 2026
Could $CRCL be a red hot summer trade?
Kalshi@Kalshi
BREAKING: Our traders forecast Bitcoin to reach $100,000 this year
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@thepindiz Why you guys went so genZ with the franchise name and they have rizwan be its captain?💁🏻♂️
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@michaelsikand Should we wait for it to cool down in a day or two or this is also a good entry point?
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With confirmed hyperscaler demand, I'm long $QCOM as an asymmetrical bet.
Top ex-Apple CPU IP/talent now meets hyperscale demand (likely $META).
Not to mention tailwinds in smart glasses/robotics.
Excited to drop my long $QCOM thesis I've been working on all week, link below.
Michael Sikand 🦑@michaelsikand
$QCOM is asymmetrical because it's being priced to fail. The demand for CPUs is exploding and $ARM $INTC $AMD are the biggest winners. But remember in February comparing $AAOI --> $LITE $COHR? It was an underdog in photonics and then the market acknowledged it had the assets to be a credible 3rd place and deserved a higher MC. $QCOM could be similar in that they have a credible set of assets to getting in on a different supercycle: CPUs. This is intriguing because it trades at 12x forward PE. $ARM is 110x. $INTC is 125x. $AMD is 40x. In 2021 Qualcomm bought Nuvia for $1.4B, the ex-Apple silicon team that designed the M-series cores which are the gold standard. At Computex 2025 they announced NVLink Fusion with Nvidia which means Qualcomm CPUs could slot into AI factories the same way Xeon does today. On the Q3 FY25 call, Amon disclosed "advanced discussions with a leading hyperscaler" and guided data center revenue starting fiscal 2028. Three products are coming: a CPU, accelerators, and a full rack. The $2.4B Alphawave acquisition provides the high-speed connectivity IP to ship it. Also in January 2025 they hired Sailesh Kottapalli, former chief architect of Intel Xeon. Wednesday's earnings is the swing factor. Name the hyperscaler or guide data center revenue separately and there's some juice. At 12x forward, zero data center upside is priced in so there is clear potential for multiple expansion.
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@vikrantgupta73 @grok I would suggest avoiding indian news channel first.
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So much kite flying around the supposed US-Iran second round of talks. What is the real and most accurate situation around both the US and Iranian delegations flying into Islamabad @grok ?
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I just put 20% of my $6,200,000 @joinautopilot fund in one stock.
$AVEX is a newly IPO'd drone stock with a vast battle tested portfolio, a vertically integrated software platform, and 1K/month of manufacturing capacity.
It's still trading at a large discount to comps like $KTOS, $ONDS, $RCAT, Anduril, and Shield AI.
$AVEX is like if $ONDS was actually a good company. I think it's the highest quality pure play drone stock retail investors can own right now.
In 4 years, it's won $1.2B in sole source Pentagon contracts with ~10K units delivered to the front lines in Ukraine.
Company is guiding for a quarterly run rate of ~$200M in Q1 and has a $500M backlog.
$AVEX beats its peer group on several metrics, but I like to hone in on manufacturing capacity. Aevex is producing now, generating a 9 figure quarterly run rate, and meeting demand.
At 10 units per 1,000 sqft, AVEX is 2.5x more capital-efficient than $RCAT, ~10x more than $AVAV, 13x more than $ONDS, and 140x more than $KTOS.
That density shows up on the top line too. AVEX pulls $524K/mo in revenue per 1K sqft, the highest in the peer group, nearly 2x AVAV and 15x RCAT.
Apply peer multiples and the asymmetry gets obvious:
KTOS (7.8x P/S) → $AVEX $55
Anduril (14x P/S) → $AVEX $100
ONDS (23x P/S) → $AVEX $164
The market is pricing AVEX like a legacy prime.
It should be priced like the only drone pure play with both the contracts AND the capacity to deliver on them.
Note: The “$6.2M Fund” is the “Asymmetric Bets” portfolio I manage on @joinautopilot. The fund is up 72% YTD. Two of the stocks have doubled this year ($AAOI and $BE).
U.S. investors only check out the app and associated risk disclosures to see the allocations and subscribe for automatic alerts/updates if interested.
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