Connect 4 Capital

@antibearthesis Sometimes market overreactions create huge opportunities.

You can buy a $40 stock for $15 right now… $SOFI

@YodaStockInvest What’s unprofitable today may dominate tomorrow.

Guess the stock: <$10 Unprofitable 10x potential

@StockReportt Future winners always look risky early on.

5 Stocks that could be the next Nvidia 🚀🤖 (by Claude AI)

@antibearthesis Often big winners look expensive early on.

If you had to bet everything on ONE stock to 10x in the next 10 years, what would it be?

@bravosresearch It only takes one trigger to change everything quick.

The US stock market is now more expensive than it was in 1929, 1965, and 2000. Each of these coincided with a major market top that led to over a 35% drawdown. But each of them were triggered by one key factor… A thread 🧵

@midascabal Now clearly smart money is going defensive.

THE GREATEST TRADER ALIVE JUST PREDICTED A MARKET CRASH Leopold's 13F just put a HUGE short on AI stocks. Luckily, I've been preparing a huge cash position for months. Don’t miss the CRASH and follow me.

@mvcinvesting Early positioning is key before the narratives get crowded.

I finally started a new AI-related position. For a long time, I’ve been looking for a small-cap stock with hidden AI exposure that wasn’t already crowded or expensive. Article coming soon.

@tradewithcong Insider conviction can reveal opportunities.

We were right Last month, we told you about a trend in which five different politicians had been loading up on $CSCO (Cisco Systems) It's up ~43% since the post on 4/13

@GuyTalksFinance Most people give up before compounding kicks in.

Investing $1,000/month in the S&P500 will be the best financial decision someone will ever make.

@Lifeinvestmoney Inflation changes the real return entirely.

Bonds are paying 5% What’s stopping you from investing $1million and living off $500k/yr?

@spotgamma Wild. One company changing whole market structure.

the $QQQ NDX term structure holds a big kink due to $NVDA earnings, verifying how important NVDA for the equity complex. Interestingly you see the kink for single stocks too, like TSLA, AAPL etc

@LanceRoberts @bespokeinvest When greed takes over, great trends die.

Good note from @bespokeinvest: "Over the past five years, semiconductor stocks have rallied by a magnitude similar to the homebuilders sector in the early 2000s, suggesting the current uptrend may still have further room to run." Of course, as with all moves like this, it ends. So don't get greedy and forget to take profits along the way.

@grahamformaine Conflicts of interest destroy public confidence.

Susan Collins holds $4.8 million in stocks, including Amazon. She also voted to give Amazon a massive tax break. Coincidentally.

@Cointelegraph Tokenization could change the market structure.

🇺🇸 NEW: U.S. Securities and Exchange Commission is preparing to allow blockchain-based trading of tokenized stocks.

@MarketMovesMatt Volatility is opportunity for the savvy trader.

If I had one week to generate income  from AI and space stocks — I'd go all in on zero-day credit spreads. Here's exactly how: • Pick high IV names: $NVDA $PLTR $RKLB • Sell 0DTE spreads on red open days • Target 10% return per trade • Use defined risk — $1 to $5 wide spreads • Never risk more than 25% of account • Exit at 50% profit — don't get greedy • Repeat Tuesday Thursday Friday only Quick income. No overnight risk. 95% win rates when done right. The most underrated strategy  for volatile AI and space stocks. Most people buy and hope. I sell premium and collect.

@Kalshi That trading action sounds absolutely crazy.

JUST IN: Trump traded stocks 3,700+ times in Q1

@amitisinvesting The markets overreacted to every headline.

A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. Markets whipsawed throughout the day as Iran headlines shifted. Premarket stocks turned sharply green after reports suggested the U.S. was open to unfreezing Iranian assets and offering sanctions relief, reversing the weakness from overnight futures. At the open, sentiment flipped after headlines said the U.S. was rejecting Iran’s latest proposal and preparing for possible military action. Oil and bonds moved higher while stocks sold off, before equities rebounded intraday after President Trump said he would delay attacks on Iran as Middle Eastern officials pushed for a possible deal. 2. 13Fs are out. Berkshire Hathaway opened new positions in $DAL and $M while also increasing its $GOOGL stake by 200%. Berkshire also sold their entire $UNH position. Chase Coleman of Tiger Global bought $MELI, $LITE, $INTC, $XNDU and $RVI. Stanley Druckenmiller sold $GOOGL and bought $SNDK, while the Bill & Melinda Gates Foundation sold 100% of its $MSFT position. Bill Ackman also sold Google and bought Microsoft. The top 10 buys last quarter across 80 of the largest institutional investors were $MSFT, $AMZN, $META, $V, $SUNB, $DIS, $UBER, $ADBE, $FISV, and $WAT. 3. SpaceX’s reported IPO plans continue to gain momentum, with the company expected to trade under the ticker $SPCX and potentially go public around June 12. Reports suggest SpaceX is targeting an $80 billion raise at roughly a $2 trillion valuation, with a focus on expanding retail access to international brokerages beyond just U.S. platforms. Meanwhile, $SPCX perpetual futures began trading on Hyperliquid at $208 per share, implying a valuation closer to $2.4 trillion — which would make it the largest IPO in history. Perpetual futures markets are increasingly being used to create liquidity and price discovery for private or non-liquid assets ahead of public listings. 4. OpenAI won its trial against Elon Musk, who argued the company “stole a charity” by transitioning toward a for-profit structure after he contributed tens of millions to help launch it. OpenAI’s defense said Musk was aware of and supported the for-profit plans early on, only opposing the company later after losing influence and starting rival AI firm xAI. The ruling appears to remove one of the biggest legal obstacles standing in the way of a potential OpenAI IPO. 5. Citi sees the server CPU market growing from $29.3 billion in 2025 to $131.5 billion by 2030, driven largely by the rise of agentic AI workloads. The bank expects the biggest growth category to be agentic CPU applications, forecasting the segment to grow at a 185% CAGR to $59.4 billion by 2030 — representing 45% of the total server CPU market. Citi’s projected 2030 market share breakdown is $INTC at 47%, $AMD at 34%, and ARM-based and other players at 19%. 6. Top option volume leaders today were led by $NVDA with 3.94 million total contracts traded, followed closely by $TSLA at 3.86 million. $MSFT saw 1.12 million contracts, while $AAPL traded 899K and $AMZN traded 762K contracts. Rounding out the top 10 were $GOOGL with 701K contracts, $MU with 657K, $INTC with 655K, $NFLX with 445K, and $META with 441K total option contracts traded. 7. BofA reiterated $NFLX at Buy with a $125 price target, citing an expanding advertising opportunity. Analyst Jessica Reif Ehrlich noted that Netflix’s ad-supported tier has grown to more than 250 million monthly viewers globally, up from 94 million last year. BofA expects ad revenue to rise from about $1.5 billion in CY25 to roughly $3 billion in CY26 as Netflix expands ad formats, pricing, personalization, and international availability. The firm also highlighted new placements across mobile vertical video and podcasts, along with plans to enter 15 additional ad markets. 8. President Trump will swear in Kevin Warsh as the next chairman of the United States Federal Reserve on Friday. Kevin Warsh will be the wealthiest Fed Chair in history with an estimated net worth of $150M. He has publicly expressed support for crypto and believes AI will be deflationary. 9. $NVDA Nvidia invested in Decart as AI labs look for more flexibility across chips. Decart builds AI infrastructure software that helps developers run models across processors from Nvidia, Amazon, Google, and others. WSJ reports the startup raised $300 million at a nearly $4 billion valuation, led by Radical Ventures with participation from Nvidia. Its main product, the Decart Optimization Stack, helps developers move models between different hardware systems without rebuilding around each chip. Amazon is Decart’s biggest customer and has deployed its tech across Twitch, retail, and studios, while the company also builds real-time world models for interactive 3D environments. 10. OpenAI and $DELL are partnering to bring Codex deeper into enterprise infrastructure. Dell’s AI Factory and AI Data Platform help companies run AI workloads across hybrid and on-prem environments, and OpenAI is now connecting Codex into that stack. Codex already has over 4 million weekly developers and is used for code review, test coverage, incident response, and reasoning across large codebases. The next phase is broader enterprise agents that can gather context, prepare reports, route feedback, qualify leads, write follow-ups, and coordinate work across business systems. 11. $META is laying off 10% of it's staff. The layoffs are shaping up to be an AI-driven reorganization. An internal document says Meta will conduct layoffs globally in three batches at 4 a.m. local time, with North America employees told to work from home Wednesday. Leaders are also expected to announce broader organizational changes. Meta plans to move 7,000 employees into new AI workflow initiatives while eliminating some managerial roles. Reuters previously reported the May 20 wave would impact about 10% of Meta’s workforce. 12. The SEC is reportedly considering an “innovation exemption” that could allow tokenized stocks to trade on DeFi platforms. Bloomberg Law says the agency may permit third-party stock tokens even without approval from the public companies they track, meaning platforms could create tokens tied to names like $AAPL, $TSLA, or $AMZN without issuer involvement. These tokens may trade outside parts of the traditional equity-market structure and may not include normal shareholder rights like voting or dividends. Platforms like $HOOD and $COIN along with Blackrock's Larry Fink have called for the eventual tokenization of everything. WALL STREET IS THE GREATEST SHOW ON EARTH.

@AcdntlyRetired Long-term holding of winners changes the financial picture.

I am not an individual stock guy, but my previous financial advisor did invest in about 80 years so stocks. I sold all of them off but for these…and the gains in the last five years are mind boggling:

@2147mill Spreadsheets don't matter. Lifestyle goals do.

Would you rather buy a house in London or invest the deposit and rent for life?

@HighYieldHustle Most people massively underestimate opportunity cost.

You spend $25 on lunch everyday but can’t afford to invest? Over the last 10 years that would’ve turned into… $VOO = $130,000 $QQQ = $179,000 $SMH = $377,000 An excuse just cost you well over six figures.