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🔥Highest conviction stocks in my portfolio for 2026. $AMD $ASTS $AXON $HOOD $MELI $MPWR $NU $NVDA $SOFI
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StarBuccaneers
14.2K posts
StarBuccaneers
@Starbuccaneers
Mainly tech growth investor. Looking for game changers and disruptors with strong leadership. I drink coffee black.
USA Katılım Temmuz 2009
353 Takip Edilen891 Takipçiler
@Kross_Roads I was always suspicious about $SMCI. They had accounting issue and were selling products to someone's relative.
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$SMCI I've stayed far away since the first whiffs of sketchy business. No matter what a company does and what their multiple looks like, I stay far away.
It's not worth the risk.
WOLF@WOLF_Financial
JUST IN: SUPER MICRO COMPUTER $SMCI CO-FOUNDER CHARGED WITH SMUGGLING NVIDIA $NVDA AI CHIPS TO CHINA • ~$2.5B in servers diverted since 2024 via Southeast Asian shell company • $510M shipped in a single month window (late Apr to mid-May 2025) • Fake paperwork, dummy servers used to fool compliance team • Co-founder Liaw controls $464M in $SMCI shares, arrested Thursday • One defendant a fugitive; contractor relationship terminated • Stock -12% after hours 🔴 Southern District of NY prosecution. No Commerce Dept. export license held.
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럼프형, 일본 총리 그리고 카프 형..
Something is cooking 👀 $PLTR
StarBuccaneers@Starbuccaneers
$PLTR 👀 Karp sighted
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@Starbuccaneers Confirmed: seat at the table
Jawwwn@jawwwn_
Alex Karp rips into the Palantir conspiracy theorists: “You're attacking the person who's protecting you— idiot.” “You may hate this, but there's one person protecting your rights to be a conspiracy theorist that actually has a seat at the table, and that person is me.” “You may not want to hear that truth, but it's fucking true.” “Maybe do a little more reading before you pontificate on your absurd and obviously ill-formed and many times stupid opinions.” “It's like fucking so stupid.” Via @tbpn
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Guaranteed the Bloodsport remake is going to be a disaster
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@TJTheWheelDeal Nice tip. Don't forget to focus on getting healthy!
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Some folks on my feed are spending way too much time trying to prove to everyone and themselves that they are right!
Spend your time more wisely!
Focus on getting Rich! You'll have a lot more fun in life:)
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$META just REVERSED its decision to shut down Horizon Worlds, its metaverse VR platform, per CNBC.
Umm…
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Robinhood never pulled childish marketing stunts to get people to leave Schwab or Fidelity.
They executed with product. That’s why they are winning.
Maybe something to think about for your marketing team. Maybe the better product is what wins & not ad-hom attacks on competitors.
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StarBuccaneers retweetledi
$NVDA I GOT TO ASK NVIDIA CEO, JENSEN HUANG, WHAT PRODUCT THE MARKET IS COMPLETELY UNAPPRECIATING, AND THIS WAS HIS ANSWER.
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President Trump and Japanese PM Sanae Takaichi announced a $40B partnership to develop advanced small modular nuclear reactors in the U.S. x.com/RedWavePress/s…
The project, involving $GEV GE Vernova and Hitachi, is planned for sites in Tennessee and Alabama.
Trump also drops an awkward joke about the surprise in Pearl Harbor 😳
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In case some people aren't aware... Gemini reads all your emails. #Google #Gemini
I was having a discussion about transferring crypto out of Robinhood... wasn't sure if they allowed it. They do. Anyway... then Gemini says this...
Now its probably something I setup...? I'll have to check and remove this if I did... I feel like I got touched in a private part - Gemini was def being too handsy.
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@amitisinvesting I think MU's a good short term trade but cyclicality is still there.
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so…
who’s buying the $MU dip?
best quarter in terms of the magnitude of beats since those early 2023 $NVDA quarters…
stock was $250 in December…maybe it just needs to consolidate even with the explosive numbers?
or is the cyclicality narrative just that strong?
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@Kross_Roads My question is how long before mega techs bully them into lowering their pricing?
GIF
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$MU Micron dumping after one of the most ridiculous beats you'll ever see is not something I would have expected.
PEG ratio is .1
Forward P/E? 5.3
Even the most ardent value investor should love this stock right now.
I have to think about selling something and getting in here.
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BREAKING: U.S. intelligence believes China prefers taking control of Taiwan without force.
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Does this mean the war is ending?
Or is it another sell the $SPY $QQQ rip?
Sam Badawi@Sam_Badawi
So here’s an update. Trump: No further Israeli strikes should target the South Pars field unless Iran escalates by attacking Qatar. He said he does not want to authorize this level of violence and destruction. However, he warned that if Qatar’s LNG infrastructure is attacked, the U.S. would respond without hesitation.
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