swagging

@watchingmarkets Solid. I currently have no other exposure on other sectors aside SaaS, I want to swing it all. Add also $XE on your nuke wl. Recent IPO but with a lot of contracts already done for 2030+ Amazon owns 20% of the company and have contracts with them. Def the +solid -hyped one

@TooMuchSwagg_ regarding energy, I thought about CEG as my core positions, some VST for higher growth and keeping LEU, SMR and OKLO on my radar

Never expected single stock picking to outperform by this margin, but when a clean rotation setup collides with a generational wealth event, you just take the trades. 1. Semis, the foundation, chips for training (clean trades, feeling pretty saturated here tbh) 2. Data centers and energy in parallel, infrastructure and power for the buildout (parabola, more potential, low cost, more flexible energy infrastructure?) 3. Software and enterprise deployment, now, AI agents entering real workflows (probably bottomed out) 4. Robotics and physical AI, the next frontier, still early My thesis is simple, AI agents are moving from experimentation into real workflows sooner than most expect. Slowly at first, then all at once driven by competition. I'm already thinking one step ahead. More energy exposure, a solid software stack as the foundation for the agentic future, and starting to map out a core robotics watchlist, suppliers, system integrators, and component market leaders still flying under the radar. This rotation could be the defining investment theme for the rest of the decade. Anything on your radar?

@watchingmarkets nice company but I personally don’t like the solar narrative, I found it useful only applied on the space sector (personal opinion) They’re pumping rn thanks to Leopold It could be a thing near term but I personally think SMRs and nuclear are the future

@TooMuchSwagg_ Looking into it what's your take on $TE?

@watchingmarkets Claude is improving fast, and Cowork aims to become something more than just a chatbot. If they manage to capture a significant portion of the legacy enterprise space, UiPath’s moat could be in trouble

@watchingmarkets I still like this setup, but I think the clear advantages UiPath had over Claude are becoming smaller.

$PATH is giving me early HOOD vibes in the software portfolio. already owns the automation layer that AI agents need to operate in. and as AI shifts from experimentation to execution, which you can see happening everywhere (slowly first, then all at once?), enterprises have no choice but to deploy agents to stay competitive. That could make PATH one of the key connective tissues between legacy infrastructure and the agentic future. high risk, high reward

$FIG could have his first bull run stars are aligning

@watchingmarkets Highest volume since IPO + first time above 50EMA since IPO follow the stars 🌟

@TooMuchSwagg_ noted, will look into it, thanks

I think the next AI leg may rotate from semis into enterprise software. Trimmed $AMD $NVDA $INTC, rotated into $NOW, $CRM and speculative $PATH $NOW cleanest agent infrastructure play, owns the workflow layer where enterprise AI gets orchestrated $CRM levered to monetizing customer facing AI agents across sales, service and revenue workflows $PATH higher risk asymmetric bet on automation evolving into agentic execution Thesis: the next big AI spend may be enterprise deployment, not just model compute. - AI is moving from chat interfaces to agents that execute work - Enterprise adoption is shifting from experimentation to workflow automation - The bottleneck is no longer model capability, it’s integration and change management - Legacy systems make agent deployment hard, and that creates opportunity for software incumbents - Compute and token budgets may become a new enterprise resource constraint - The highest value use cases are moving from cost cutting to revenue generation - Demand should rise for interoperable, agent agnostic software layers - The future likely looks multi agent, not single platform - Ironically, AI is increasing operational complexity before it reduces it - Engineers increasingly move from coding software to operating agent systems The market may be shifting from asking: Who enables AI training? To asking: Who monetizes AI deployment? $MSFT and $ORCL also on my radar.

@watchingmarkets have a look at $FIG my bro if SaaS start reversal I think this one will run a lot

☕️

@Han_Akamatsu can you have a look at $SMR Han? I think volume is hinting something

$AI Now $9.87, having made a bullish 1W HMA Crossover a couple of weeks ago and now holding the ribbon perfectly pushing a bit more this week. Stock lost this year long falling wedge at the start of 2026 but now it’s trying to make a re-entry right at the apex of it. Bulkowski said: Stocks can have fake breakouts, but if they re-enter the setup, the move is most likely happening to the opposite direction and that’s what stock wanted to do in first place. So if we see stock nearing the $10.5 level and breaking to the upside, that’s a AAA Setup for LEAPS here. The 1WHMA bullish crossover could have signaled that. But waiting for confirmation near the $10.5 levels as we don’t want to reject there. Watchlists. ⏳

is this the highest R:R stock out there chat? volume speaking for itself, price will follow, RSI curling back up after a big downtrend period. Hormuz crisis opened the eyes to many people. Countries need to develop energy internally and clean nuclear is the best option. $SMR

@AlmaCap114204 earnings are so good 🌙🚀

$FLY, earnings looks good to me - Management delivering on their very bullish guidance: > Q1 revenue of $80.9m (+45% YoY) and reiterated $420–450m FY26 guide (i.e. most of revenue should come in Q2-4) > Stuff we already knew: Golden Dome selection + $109m FORGE ECP + a clean Alpha Flight 7 > Losses widened on R&D, but we expected this. Next catalyst probably Alpha block 2, though I am personally more excited about lunar lander and Scitec stuff

@watchingmarkets space sector has a lot of value as well, spacex ipo 1.5T+ this summer

The only sectors I care about in equities for the coming decade: AI, robotics, compute and energy infrastructure. AI needs compute to function. Compute needs energy infrastructure to run. And robotics is AI moving into the physical world.

@fundmyfund we need some tomatoes to make a tasty salad

@TooMuchSwagg_ those were the salad days

$LPTH printing too

@watchingmarkets which sector bro? 🤔

The $NVDA $AMD $INTC trend line trade was one of the cleanest and most rewarding setups of the past year. Now I’m rotating into three new stocks I think will define the next cycle. No gatekeeping, I’ll break down the full setups shortly. Have a great weekend.

@crypto_gateway è solo un retest 🤣

il diesel ha rotto il supporto

@learning_yohei spaghetti is a type of pasta

日本からこんにちは🇯🇵👋 イタリア旅行に行きたい日本人です🇮🇹✈️ イタリア人に質問があります🇮🇹🙋 スパゲッティとパスタってなにが違うの？🍝😳

Now that we have a more complete view, we wanted to provide an update on our NG-3 mission. While we are pleased with the nominal booster recovery, we clearly didn't deliver the mission our customer wanted, and our team expects. Early data suggest that on our second GS2 burn, one of the BE-3U engines didn’t produce sufficient thrust to reach our target orbit. Blue Origin is leading the anomaly investigation with FAA oversight to learn from the data and implement the improvements needed to quickly return to flight operations. We have been in steady communication with the team at AST SpaceMobile, we appreciate their partnership, and we’re looking forward to many flights together.

$INFQ i said soon huh?

@z_zayne13400 it won’t be a straight line, we gud bro

@TooMuchSwagg_ I have a long bag thats up 15% im just disappointed in the performance today and yesterday. Must be something bad happening

$INFQ update BO confirmed, 20$ soon