Shamil Baghmanov

@cevikfinance AST tutanlar complacency?:))

Sizce neredeyiz?

@Kuzey2044884 @Kuzey2044884 çıkar çıkar, az kaldı :) 🙏

@baghmanx Bunu kimse tahmin edemez dostum :) ama $800 bandını kırıp düzeltme yaparak çıkar $1000 ve üzerine 🙏

$MU cuma günü piyasalar kapanmadan 50 adet aldım keşke biraz daha alsaymışım

$NVDA Daddy Jensen saw my tweet three days ago and said shove it Heisenberg. WOW!

@StockOptionCole What about space themes? NASA etc..thanks

Here's what I think is next now that we're past the Summit meeting. Xi/Trump summit removed worst case fears but solved nothing long term. Stable but unresolved outcome What's next for the rest of May & June? AI Capex is still strong, China export control headlines, treasury yields, Kevin Warsh as new chair, Hyperscalers & Semiconductors Right now we have no major escalation with China or Iran which keeps us in a bullish relief environment. Whales are still after 20-60%+ OTM Calls on $MU $NBIS $TSM $NVDA $AVGO $AMD $AMZN $DELL $INTC $NOK $MRVL $AMZN $MSFT even after Fridays pullback AI Spending still exploding leading Semiconductors entirely higher. Memory constraint still very much alive, Semiconductors & Networking stocks are leading the markets right now. As of right now only thing we got was "BREAKING: The US and China have agreed to lower tariffs on some unspecified products to promote bilateral trade, per China’s Commerce Ministry" This is a good step to long term resolution with China. 10Y spiked Friday and lead a fast Friday correction. Can it continue with everything going at once? Likely so yes to create a healthier correction & pullback for more opportunities ahead as Whales position themselves for longer dated far OTM calls on the giants I listed above. In short: This pullback is another bullish opportunity ahead You can attempt to participate in the small rotation into Energy as fear picks up on nothing burgers again or sit patiently for these pullbacks to finish and attack it again. For the next 6 weeks I believe market leaders will be - AI Semiconductors $NVDA $TSM $AVGO $AMD $SOXX - Memory: $MU $SNDK $WDC $DRAM - Data Center/AI infrastructure $NBIS $APLD $IREN - Software tied to AI Monetization $ORCL $MSFT $GOOGL $AMZN $PLTR $DDOG This still feels like a very Capex cycle driven market right now

@StockOptionCole @StockOptionCole are you still keeping apple 5/15 call? Thank you!!

We saw a intraday dip that provided some opportunities $TSM 412-414 for 440+ $NVDA 232 for 244+ $ORCL 195 for 210+ $APLD 46 for 55+ $TSLA 444 for 470+

@StockOptionCole @StockOptionCole this list for the today’s market open buy plans, am I right?

Weekly Watchlist 🏆 $SNDK Day Trade / Swing 5/15 1800C if we re-test & hold 1485-1500 🎯1630, 1770 $MU Day Trade / Swing 5/15 800C if we re-test 735 🎯800, 833 $NVDA Day Trade / Swing 5/15 220C if we re-test 214-212 🎯219, 226 $RKLB Swing 7/17 115C if we re-test 100-103 🎯116, 123 $TSM Swing 8/21 440C if we re-test 403 & under 🎯440, 460 $APLD Swing / Leaps January 50C if we hold 38-40 🎯55 $NBIS Swing / Leaps January 240C if we re-test 160-170 🎯200, 213, 230 $NVDA Swing 6/18 230C if we re-test 214-212 for 🎯226, 230

@StockOptionCole Thank you for #SNDK & #appl

Gave Subscribers a bonus Watchlist on $SNDK $MU today Both trade ideas are over 200%+ & many subscribers banked off the move For just $5/month you can get more like this every single day x.com/StockOptionCol…

@aleabitoreddit Which stock can be alternative for SIVE from US market?

Still think $SIVE is vastly undiscovered. Feels like markets are only slowly starting to realize the likely laser supplier for $AMD? The only two public laser companies were $SIVE and $LITE on the $GFS presentation by the way…. after AMD’s CPO program went the way with GFS. And $SIVE is the only one left alongside GFS on Ayar’s website after they silently removed $LITE and $MTSI from their partner section. AlChip and GUC also happen to be pretty big for hyperscaler suppliers too.. Feels like Sivers lasers are going to end up everywhere next year.

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@Manu_Sisti +

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@razib_ul47671 AI

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@LEAPTRADER_ @grok pick top 10 potential stocks

Which ticker is the most likely to 10x first? 🟢 $IREN (IREN Limited) at $17.6B 🟢 $HIMS (Hims & Hers) at $6.2B 🟢 $NVDA (NVIDIA) at $4.65T 🟢 $MU (Micron) at $467.0B 🟢 $AMZN (Amazon) at $2.56T 🟢 $BMNR (Bitmine) at $11.4B 🟢 $HOOD (Robinhood) at $89.5B 🟢 $SOFI (SoFi) at $28.8B 🟢 $META (Meta Platforms) at $1.81T 🟢 $TSLA (Tesla) at $1.62T 🟢 $NFLX (Netflix) at $352.5B 🟢 $PATH (UiPath) at $6.7B 🟢 $AVGO (Broadcom) at $1.57T 🟢 $FUTU (Futu Holdings) at $22.6B 🟢 $PLTR (Palantir) at $349.4B 🟢 $NVO (Novo Nordisk) at $264.1B 🟢 $LLY (Eli Lilly) at $928.3B 🟢 $OSCR (Oscar) at $4.1B 🟢 $RKLB (Rocket Lab) at $42.8B 🟢 $NBIS (Nebius Group) at $21.5B 🟢 $ZETA (Zeta Global) at $4.6B

@DSAkdag Teşekkürler!

@baghmanx The New Market Wizards: Conversations with America's Top Traders

Yılın ilk ayının son işlem haftasına girerken portföyüm %31 yukarıda :) %30–40 getiri görüldü diye frene basıp yılı “korumacı” kapatmak, kendimi de dahil gördüğüm Soros ekolünde money management değil, potansiyel israfı olarak görülür. Haliyle ben de o noktadayım. Korunmayı sevmiyorum. Bu aşamada risk kısmak bana göre disiplin değil, erken tatmin. İyi yıllar korunulmaz, kullanılır..