Daniel

Many call Powell’s track record “solid” and say inflation would’ve been worse without him. Reality: five years of above-target inflation. As Stanley Druckenmiller put it: “The Fed’s job is to avoid big mistakes — like the massive inflation we just had. Powell is obsessed with engineering a soft landing and protecting his legacy. But the only reason we even need a landing is because they let inflation run from 2% to 9%. This Fed shows again and again that they think changing their mind means losing credibility.” Powell didn’t save the economy. He helped create the mess.

@pepemoonboy What do you do if you get assigned on a covered call for a stock with huge potential, like $HIMS? Do you roll?

These are currently my go-to stocks for selling options (Wheel Strategy): $100+ - $META - $NVDA - $AAPL - $NBIS - $GLD - $ONTO - $CLS - $FN - $VOO - $SPY - $TSEM $25-$100 - $HOOD - $COPX - $AA - $AAOI - $IBIT - $ASX - $PLAB - $AMKR $1-$25 - $SOFI - $ZETA - $ONDS - $HIMS The golden rule is to only sell options on stocks you wouldn’t mind holding long term.

@Mindset4Money_X My favorite CEO, on the other hand, sells his stock even when it’s undervalued $HIMS

Insiders sell for many reasons. But they only buy for one: they think the stock is going higher. So which CEOs are putting money on the line right now? Here are 8 HUGE insider bets: 🧵 1/ $TTD - The Trade Desk CEO Name: Jeff Green Date of purchase: March 2026 Investment Made: $148.1 million Cost Basis: $24.68 per share Total Shares Acquired: 6 million shares

$NBIS just reminded us of one of the most important rules in the stock market: NEVER CHASE. Yesterday the stock was up 16%. Today it gave it all back. $NBIS is my main holding right now, and I still believe it will go much higher. But I’m not buying after bullish news and a move like that. A pullback always comes. That’s where better entries are. Same thing happened with $NBIS after the Microsoft deal announcement in September, when the stock surged ~40% in a single day. Just like I didn’t chase $NBIS, I won’t chase any stock.

@DeItaone Cloud providers are the sector to invest in. Everything will run through them $AMZN $MSFT $GOOGL $ORCL $NBIS $IREN $CRWV

AMAZON CEO: AI TO DOUBLE AWS SALES TO $600 BILLION BY 2036 -INTERNAL MEETING

@MMatters22596 To be an early-stage $PLTR, $SOFI would need to do a 10–20x from current prices

$SOFI genuinely looks like an early stage $PLTR. My long-term minimum target is $67. That's more than a 3x from curent levels. Fundamental execution has been absolutely flawless so far. 2026 Guidance is extremely positive. This is one of my biggest long-term positions right now, and I'm very confident that it will outperform the market by a wide margin over the next years.

@amitisinvesting Why couldn’t he just say how much $NVDA projects in revenue for 2027? Three quarters of people misunderstood and think $NVDA will do $1T in revenue in 2027 alone 🤦‍♂️

$NVDA Jensen on the $1T guide he gave yesterday: “That $1T only included Blackwell and Rubin. It does not include Groq, Storage, Bluefield, CPUs, Vera Rubin Ultra, Feynman, and more. It will likely be more than $1T with everything put together.”

$NBIS raised $2B from $NVDA last week and now announced ~$4B in convertibles. $IREN authorized up to $6B ATM, with a ~$14B market cap. If you’re investing in neo cloud, get used to dilution. As $CIFR CEO explained: “These massive capex projects are rarely debt financed. They’re mostly funded with equity, because it’s often the cheapest cost of capital.” Some investors view this negatively. But in this space, it’s simply how companies fund growth and scale. Not bullish or bearish — just how it works.

@TheStockSurgeon Insider buying means a lot 💯

@danielisdizzy Nothing speaks louder than insiders putting real money on the line at current prices, that is the kind of signal that actually means something.

In Q4, $HIMS repurchased $80M of stock at $39. Today it trades at $24. The CEO of $SOFI just bought $1M at $17.88 — basically today’s price. This is what conviction looks like. These are the setups I like investing in.

@aleabitoreddit Convertible notes, on paper, are better than an ATM offering. But the reality is that when investing in neo cloud companies at these early stages, we have to be ready to see some dilution $NBIS $IREN

Just in: Following the new $27B Hyperscaler Cumulative Deal with $META. $NBIS launches a proposed $3.75B in convertible note offerings to fund the buildout. Markets view this as vastly superior to straight equity ATM dilutions. As the debt only converts to equity if the company successfully drives the stock price up past that high strike. More details for Nebius are likely to come soon.

@pepemoonboy $AAPL is the only one of the Magnificent 7 I have no intention of buying

People are sleeping on $AAPL. Mac Mini’s selling out, new Airpods that can do live translation, new Macbook Neo’s that are affordable ($600). This is their year…

@oguzerkan The conversion price is all that matters here $NBIS

$NBIS is down 6.5% pre-market following convertible bond offering announcement. It’ll offer notes in two series totaling $3.75 billion, with $2 billion in the first and $1.75 billion in the second. We have to see the conversion price but I think there’ll be a substantial premium. Last time they offered convertibles in September, initial conversion price was 50% higher than the stock price at the time. I expect a similar premium at this offering. It’ll be a clear indicator that market participants think the current stock price is way too low.

Jensen just showed how AI companies will print insane amounts of money. As models get bigger, they process more tokens as input and generate more as output. The game becomes simple: produce the most tokens as fast as possible at the lowest cost. $NVDA is the backbone enabling this. Enterprises and users will pay for output. Every token generated is revenue. Worth watching.

@WatcherGuru That’s not what he said $NVDA

JUST IN: Nvidia $NVDA CEO Jensen Huang expects revenue to surpass $1 trillion by 2027.

My portfolio is starting to depend a lot on $META. I own: • $META itself • $AMD, which signed a 6GW deal with Meta (and Meta will end up owning ~10% of AMD) • $NBIS, whose largest customer by far is now Meta So now a big part of my portfolio relies on Zuck continuing to shamelessly copy everyone else’s ideas and making people progressively dumber 🤦‍♂️

@TheProfInvestor This is the first rule: NEVER CHASE. I love $NBIS, but I will never buy on the same day it’s up +16%

Same people who wanted $NBIS to go down to $50 want a dip to $100. I would not be chasing $NBIS here. Dip will come. A better spot is $110-115

@YodaStockInvest Owning $IREN as well is good for diversification. They’re on two distinct paths

I gotta be honest. I went 50/50 in $NBIS and $IREN. But $NBIS has been executing better so far. 🟢 $NBIS 27B deal with $META and 2B investment from $NVDA 🔴 $IREN more dilution coming and no new deal yet. Will hold my shares in both, but the grass is looking greener for $NBIS.

Jensen Huang forecasting $1T in orders through 2027 vs Michael Burry shorting $NVDA

@daniel_koss True! But at the moment there’s no confirmation of the 20% workforce cut $META

Pause for a second and seriously think about this. $META lays off 20%. $META spends another $27B on $NBIS THIS IS IT. Humans are getting replaced by AI. CEOs are deciding the ROI on AI infra is higher than on humans. Today! You will see this through all of 2026 from so many more companies! The world will be unrecognizable in 10 years.