StoneHouse

$UBER gets a Quadruple BUY Signal: 🟢 Donald J. Trump: 11 buys, 4 sells 🟢 Tepper: +242% add ($455M) 🟢 Dorsey: new position initiated 🟢 Congress: Rep. Cisneros BUY Apr 14. They don't know each other. They all bought $UBER.

kick streamer max holloway will fight conor mcgregor on july 11

Overlooked AI supply chain chokepoints: According to new analysis from World Economic Forum. 1. Energy 2. Water/Cooling 3. Minerals 4. Land List of key names in each chokepoint: - 1. Energy: - $GEV: one of only Western HD gas turbine OEMs + $163B AI backlog. - $VST: 2nd largest U.S. nuclear operator + 20 yr PPAs w/ $META & $AMZN AWS. - Mitsubishi Heavy (7011): HD gas turbines, Sold out into 2028 w/ 2x capacity expansion planned to meet demand. - Siemens Energy: huge order book €136B w/ 60% of turbine orders tied to data centers. - $BE: 2.8 GW MSA for $ORCL fuel cell capacity + Brookfield $5B AI infra partnership to deploy fuel cells across AI factories globally. - $FLNC: battery energy storage systems + software e.g. Mosaic. MSA w/ 2 hyperscalers. - 2. Water/Cooling: - Daikin Industries (6367): Critical fluoro/refrigerant supplier for low-GWP coolants used in direct-to-chip systems. - AGC (5201): fluorochemicals + electronic materials (CMP slurries, mask blanks). - $MOD: chillers + CDUs + data center coils. DC segment growing 50%+ + approaching ~30% of rev. - $NVT: liquid cooling enclosures + busways, Partner in $NVDA Blackwell ecosystem. - AVC (3017): named by $NVDA at GTC 2026 as one of four standardized cold-plate suppliers for Vera Rubin. - Auras Technology (3324): $NVDA GB300 cold plates 25% mkt share. $AMD vapor-chamber certified. - Delta Electronics (2308): Co-leader w/ $VRT in CDUs for GB200 racks. - Wiwynn (6669): hyperscaler ODM rebuilding around liquid-cooled MGX/HGX racks. - 3. Minerals: - $FCX: largest publicly traded copper producer - $MP: permanent magnets critical in DC HVAC + robotics. - $AXTI: InP, GaAs substrates for optical interconnect (CW laser sources for CPO) - $IQE: Epi wafers for VCSELs. - $VNP: Gallium/germanium oxides for semiconductor substrates. - Tri Chemical Laboratories (4369): Hafnium precursors for high-K gate dielectrics. Sole-source positioning into $TSM / $INTC / Samsung. - Tokuyama (4043): Japanese poly + IPA + photoresist materials. Multi-product AI semi supply chain exposure. - 4. Land: I don't personally see much alpha in land. But AI campuses need large footprints for compute, power + cooling. - There are honestly so many names in each chokepoint lol. So have to focus on purer-plays where AI-driven revenue drives a significant % of company growth.

🇺🇸President Trump trades Disclosed Yesterday by sector: 🔴 Mega-Cap Tech 26% $AAPL $MSFT 🟢 Industrials 25% $GE $BA $ETN 🔵 Software/SaaS 19% $ADBE $NOW 🟠 Consumer 6% $AMZN $COST 🟣 Semis 5% $AMAT $AVGO $NVDA

BREAKING: You might want to keep an eye on this one. Representative Maria Salazar bought stock in a small missile technology company. We haven't seen anyone in Congress trade it before.

@bryan_m_b_u_3_m @avidseries Yeah because third worlders don’t use reddit or twitter.

@avidseries Musings of losers on Reddit and Twitter. An overwhelming amount of people in Toronto don't give AF about any of this nonsense. They are all outside living their lives.

"People don't come to Canada to be Canadian. They come to Canada to be whatever they were before living in Canada."

The White House is telling you exactly where to invest…don’t ignore them $DELL $AVGO $SNPS $NOW $ADBE $CRM $NFLX $MSFT

$AAPL - APPLE BULL CASE: $500? Evercore ISI raised its price target on AAPL to $365 from $330, while keeping an Outperform rating and setting a bull case target of $500. Analyst Amit Daryanani said investors are too focused on short-term iPhone and AI concerns, while underestimating Apple’s long-term strengths: High-margin Services growth Premium iPhone demand, including a potential foldable launch Strong execution amid supply chain disruption Aggressive capital returns Major upside from AI monetization Evercore believes Apple can deliver low-to-mid teens EPS and free cash flow growth even with modest iPhone unit growth, driven by higher pricing, Services expansion, and future AI opportunities through Apple Intelligence.

BREAKING: President Trump just filed thousands of personal trades. Most of them were made months ago. Some of the buys include: - Dell, $DELL - Intel, $INTC - NVIDIA, $NVDA - Palantir, $PLTR - GE Aerospace, $GE - Sandisk, $SNDK - Bloom Energy, $BE Full trade list below.

PRESIDENT TRUMP JUST SUBMITTED HIS STOCK PURCHASES/SALES TO THE WHITE HOUSE OFFICE OF ETHICS. The document is over 100 pages and has thousands of trades. This is one of the first times we've seen a sitting President actively trade securities and not just sit in corporate debt, index funds, or treasuries. Here are some of the names that Trump bought: $PLTR, $HOOD, $NVDA, $SOFI, $MSFT, $AAPL, $DIS, $V, $ULTA, $JPM, $COIN, $LYFT, $AMZN.

🚨Political Trade Alert🚨 Rep. John McGuire has released a new financial disclosure. Highlights: $APPL Apple $1k-$15k $MSFT Microsoft $1k-$15k $NVDA Nvidia $1k-$15k Full Disclosure: disclosures-clerk.house.gov/public_disc/pt…

🚨Political Trade Alert🚨 Rep. Byron Donalds has released a new financial disclosure. Highlights: $LLY Eli Lily $2k-$30k $MRVL Marvell Tech $2k-$30k Sold: $CMG Chipotle $2k-$30k Sold: $INTU Intuit $2k-$30k Full Disclosure: disclosures-clerk.house.gov/public_disc/pt…

These are Trump's Top 15 Companies by Net Buys vs Sells: $AAPL $MSI $COST $NOW $PG $ETN $SNPS $JBL $DELL $BA $WDAY $ADBE $AVGO $AXON $UBER

We are currently in a “once in a lifetime” AI super cycle… Phase 1 was: (already gone) Semiconductors ~ $NVDA, $AMD, $INTC, $ARM Phase 2 is: (passing by now) Memory ~ $MU, $SNDK, $WDC Photonics ~ $AAOI, $AEHR, $LITE, $MRVL The current phase is Neo Cloud/AI infrastructure: $IREN, $NBIS, $CRWV, $CIFR, $APLD Next wave (many will miss) Rare Earths ~ $USAR, $MP, $UUUU, $FCX Power & Cooling~ $VRT, $CEG, $OKLO, $OSS Finally it all concludes with these 3 sectors: Robotics ~ $TSLA, $PATH, $SERV Space ~ $RKLB, $ASTS, $PL, $LUNR Drones ~ $ONDS, $AVAV, $LMT Many will make generational wealth from this AI super cycle over the next 7 months. Save this to look back on later…

Nvidia literally told where to invest: IP: $ARM Fab: $TSM $INTC Memory: $MU $SNDK $WDC Packaging: $ASX $AMKR $CAMT Equipment: $KLAC $LRCX $ASML $KEYS Networking: $COHR $GLW $FN $LITE $APH Servers OEMs: $DELL $SMCI $JBL Power Systems: $FLEX $VRT $ETN Power Electronics: $STM $ADI $MPWR $NVTS $ON Direct Investments: $CRWV $NBIS $NOK $SNPS $LITE $GLW

THE SUPER CYCLE PHASES Phase 1 was Semis:
$NVDA $ARM $AMD $AVGO $INTC Next money rotates into the next layers: Memory:
$MU $WDC $STX $SNDK Photonics / Optical:
$NOK $LITE $COHR $AAOI $GLW $CIEN $MRVL Now it’s hitting Compute / AI Data Centers:
$IREN $CIFR $WULF $CORZ $NBIS $CRWV $P Next Materials / Rare Earths:
$MP $USAR $UUUU $FCX $AA Networking:
$ANET $AVGO $MRVL $CSCO Power / Grid / Cooling:
$VRT $ETN $GEV $CEG $SMR $OKLO Space:
$ASTS $RKLB $LUNR $PL Defense / Drones:
$KTOS $AVAV $ONDS $LMT Robotics / Autonomy:
$TSLA $PATH $SYM $SERV

@ralliesarena just locked in an 83% gain on $MU Their 'Grok Portfolio' first bought Micron back on 03/30/26 The LLM has been sharing updates on the portfolio & since the buy, $MU is up +$296 per share Today, Grok rotated profits into $CRM and $NOW

Breaking: Claude is doubling down on ServiceNow, making it the largest position in the portfolio Three weeks ago we gave Claude $50K of our own money to see how well it does at picking stocks So far, it's made us $2,375 in unrealized profits Here's the reasoning on why it bought the $NOW dip 🟢 1. "UPSIZE ServiceNOW to 11.55% "ServiceNow dropped 17.7% in one session after Q1 earnings. That is its worst single-day decline in a decade. I upsized from 7.55% to 11.55%. The quarter itself was good. Revenue of $3.77B grew 22% year over year. Management raised full-year subscription guidance by $205M. The CFO flagged approximately 75 basis points of deal delay from Iran-war-related enterprise freeze in the Middle East. The market translated that into pricing roughly 400bp of structural deceleration. The actual deceleration in the underlying business is closer to 200bp. Deal timing in an active war zone is not deal loss. These are enterprise software contracts with multi-year terms: they are delayed, not canceled. The risk I'm accepting: if Q2 organic cRPO growth comes in below 18% constant currency, that would confirm structural AI-seat decay rather than a timing blip. That's the thesis-break signal. I'll be watching the Q2 guide at the May 4 Analyst Day for any preview of that number. I already held NOW at 7.55% with a +4.7% since-entry return before the crash. I added 4pp into the dip. NOW is now 11.55% and the largest position in the book. Expected: 1M +12% | 3M +22% | 12M +35.9%" For full transparency, see following tweet for full performance + holdings.

Commentary: NOW +6.18% to $90.17 today, partial walkback of yesterday's -17.75% overshoot. Market started to question pricing 400bp of structural deceleration against ~75bp of actual Iran-war deal delay management flagged. Bounce is consistent with the overshoot thesis but doesn't confirm it. May 4 Analyst Day in 10 days is the first real binary; Q2 cRPO print late-July is the second. Position math: original 7.55% entered April 10 at the $83 close, 4pp upsize today in the $89 area. Blended VWAP in the mid-$80s, position up ~4% on cost. An 11.55% position at $90 absorbs less dollar drawdown than the same position at $87 if Q2 prints organic cRPO below 18% constant currency. Kill condition unchanged. Bear case (usage-pricing pivot as cover for seat-license decay) hasn't been disproven by today's tape, just not reconfirmed. Holding through May 4. Posting my reasoning, not a recommendation.

If you combine this concept with themes + rotation you can make an absolute killing A lot of what I've been doing during this cycle is buying stocks coming out of big bases in the THEMES that are the most setup This means the whole sector has a big base and coiled action.. Started with semis: $ARM $AMD $INTC breaking out of big bases Then it was memory storage: $MU $SNDK Now it uranium + rare earths: $CRML $UAMY $USAR $MP $UUUU $CCJ If you look for that coiled action in a strong theme, you will likely be in before the crowd starts chasing.