Daniel Lee (@danleedesk) - Twitter Profili | Zamantika Mersobahis Locabet

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Daniel Lee@danleedesk·2d

On April 6th, this trading account was sitting at $364,280. Today it’s at $6,584,920. I’ve traded long enough to know this is not normal. Markets do not hand out windows like this often, and most people only realize what happened after the move is already gone. This cycle has been different because everything lined up at once: AI earnings, retail chasing late and of course, Trump. Keep calling it a "bUbbLe"... When the market gives you a window like this, you don’t spend the whole time trying to sound smart on the sidelines. You build a plan, trade what’s in front of you, and press when the setup is actually there. Thank you, Mr. President.

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Daniel Lee@danleedesk·20h

I’m going to start sharing what I’m actually holding, what I’m watching next, and the levels where I’d consider adding. A stock can be right and still be a bad buy if you chase the wrong entry. Current list goes in the TG first before I post more of it publicly: t.me/danleedesk?22 I’ll close access once it gets too crowded.

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Daniel Lee@danleedesk·20h

I confused denial with conviction and somehow ended up $292,684.85 in profit. Bought $BB in 2021, forgot it existed, and apparently the market rewarded me for not checking my account. I wish there was a smarter explanation.

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Daniel Lee@danleedesk·21h

@ShenResearch Nice catch!

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Adrian Shen@ShenResearch·21h

Thank you Jensen! $MRVL

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Daniel Lee@danleedesk·1d

Do you want the stock setups before the public post? I’m going to start posting my next watchlists, levels, and thesis notes inside the private desk first. The desk gets the actual names I’m watching, what would confirm the setup, and what would make me leave it alone. Join here before I close access t.me/danleedesk?22

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Daniel Lee@danleedesk·1d

The Trump administration just signed executive order on AI innovation and security. President's AI order is not just a chip headline... These are the stocks I’m watching: • AI front-end: $NVDA $AMD $AVGO • Cloud: $MSFT $GOOGL $AMZN $ORCL • Data centers: $DELL $SMCI $VRT • Power/grid: $CEG $VST $ETN $PWR • Cybersecurity: $CRWD $PANW $ZS • Defense AI: $PLTR $BAH The better question is what the order actually funds or removes friction from: > data center permitting > federal AI procurement > cyber/model security > power/grid buildout > AI exports > domestic semis That is where the watchlist comes from.

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Daniel Lee@danleedesk·1d

Join the Desk 👇 t.me/danleedesk?22

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Daniel Lee@danleedesk·1d

I bought $MRVL at $92.50 on March 8th. Today it touched $280. The trade was shared publicly in my Telegram before the move, not after the candle: t.me/danleedesk That is the whole point of the desk.

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Daniel Lee@danleedesk·1d

🚨 $MRVL IS TRADING LIKE A MEME STOCK! Up almost 30% today on a $200B+ company. The trigger was Jensen Huang standing next to Marvell’s CEO at Computex and basically telling the market this is one of the next essential AI infrastructure names. That matters because Marvell is no longer being treated like a random semiconductor laggard. The market is repricing it as one of the companies sitting between GPUs, custom AI chips, optical interconnects, switches, and the data center power bottleneck. Nvidia already put $2B into Marvell earlier this year. Marvell just announced its 102.4 Tbps Teralynx T100 switch for AI data centers. Last week they guided Q2 revenue to $2.7B and said growth should keep accelerating through fiscal 2027 because of data center demand. So yes, the stock is trading like a meme today. But the reason is not memes. It’s Jensen putting a spotlight on one of the few companies that gets paid when AI clusters become bigger, hotter, more power-constrained, and harder to connect.

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Daniel Lee@danleedesk·1d

@punk7191 👊

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punk7191@punk7191·1d

Daniel Lee turned $1,000 into $1,500,000 in one year trading AI stocks. If you’re still not following @danleedesk, you must genuinely HATE money.

Daniel Lee@danleedesk

If I had $1,000 in stocks right now, I would: 1. Get a job asap. Remote if possible. 2. Open one clean cash brokerage account and automate deposits every paycheck. 3. Build a tiny universe: $SPY, $QQQ, $NVDA, $AMD, $MU, $DELL, $ORCL, $AVGO. Learn how they move before touching random tickers. 4. Focus on a few repeatable edges: earnings reactions, AI infrastructure, 13Fs, insider buys, post-earnings drifts, and small caps with real volume. 5. No margin, no 0DTE, no leverage. 6. Put boring money into $VOO/$QQQ first. 7. Use tiny positions as tuition: $25–50 swings only when I have the thesis, catalyst, entry, and invalidation written down. 8. Spend 2h/day reading filings, earnings calls, charts, Form 4s, and old blowups. 9. Keep grinding for months. $1,000 is not enough to act rich. It is enough to build reps, learn the tape, and avoid being useless when the first real setup shows up.

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Daniel Lee@danleedesk·1d

@ShenResearch It's time to lock in.

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Daniel Lee retweetledi

Adrian Shen@ShenResearch·1d

This is absolutely insane. The stock market is so hot right now that Victoria’s Secret $VSXY is up 47% in a single day. We are officially in the “Trump bought calls on lingerie” phase of the bull market. 😂

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Daniel Lee@danleedesk·2d

I was talking about $AMD and other AI/Tech stocks back in 2025 on t.me/danleedesk. Make sure you don't miss my next moves.

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Daniel Lee@danleedesk·2d

Do you want the stock setups before the public post? I’m going to start posting my next watchlists, levels, and thesis notes inside the private desk first. The desk gets the actual names I’m watching, what would confirm the setup, and what would make me leave it alone. Join here before I close access t.me/danleedesk?22

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Daniel Lee@danleedesk·2d

If I had $1,000 in stocks right now, I would: 1. Get a job asap. Remote if possible. 2. Open one clean cash brokerage account and automate deposits every paycheck. 3. Build a tiny universe: $SPY, $QQQ, $NVDA, $AMD, $MU, $DELL, $ORCL, $AVGO. Learn how they move before touching random tickers. 4. Focus on a few repeatable edges: earnings reactions, AI infrastructure, 13Fs, insider buys, post-earnings drifts, and small caps with real volume. 5. No margin, no 0DTE, no leverage. 6. Put boring money into $VOO/$QQQ first. 7. Use tiny positions as tuition: $25–50 swings only when I have the thesis, catalyst, entry, and invalidation written down. 8. Spend 2h/day reading filings, earnings calls, charts, Form 4s, and old blowups. 9. Keep grinding for months. $1,000 is not enough to act rich. It is enough to build reps, learn the tape, and avoid being useless when the first real setup shows up.

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Daniel Lee@danleedesk·2d

I’m going to start posting the positions I’m holding now, the names I’m watching next, and the levels where I’d actually want to add. Not every stock that runs is worth chasing, the entry still matters. I’ll share the current list inside the TG before I post more publicly. t.me/danleedesk?22 Join here before I close access

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Daniel Lee@danleedesk·2d

On April 6th, this trading account was sitting at $364,280. Today it’s at $6,584,920. I’ve traded long enough to know this is not normal. Markets do not hand out windows like this often, and most people only realize what happened after the move is already gone. This cycle has been different because everything lined up at once: AI earnings, retail chasing late and of course, Trump. Keep calling it a "bUbbLe"... When the market gives you a window like this, you don’t spend the whole time trying to sound smart on the sidelines. You build a plan, trade what’s in front of you, and press when the setup is actually there. Thank you, Mr. President.

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Daniel Lee retweetledi

unusual_whales@unusual_whales·5d

Holy - look at this. On May 26th, someone opened nearly 5,000 contracts of the drone maker Unusual Machines, $UMAC, $20 calls expiring 7/17/2026. Then literally YESTERDAY, the Pentagon reported possible stakes in the industry. These contracts hit a 570% gain. Unusual.

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The Kobeissi Letter@KobeissiLetter·5d

AI is about to reshape the global workforce: 24% of jobs globally, or ~838 million positions, are estimated to be exposed to generative AI. High-income countries are facing the greatest risk at ~33% of employment, with ~6% of roles potentially having the highest exposure. Jobs with the highest exposure are those with repetitive and predictable tasks, meaning AI can automate them with little human variability required. By comparison, the exposure of low-income countries is ~11% or one-third the levels of high-income countries. Europe and Central Asia are the most exposed regions at ~32% of employment, followed by the Americas at ~30%, while Africa is the least exposed at ~13%. The biggest workforce transformation in modern history is underway.

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The Kobeissi Letter@KobeissiLetter·5d

BREAKING: The S&P 500 closes at its highest level on record and posts a 9-week win streak for the first time since 2023. This puts the S&P 500 up +20.1% since the March 30th low, adding +$11.4 TRILLION in market cap in 2 months.

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The Kobeissi Letter@KobeissiLetter·5d

BREAKING: President Trump's Situation Room meeting on a possible deal with Iran lasted for 2 hours, but did not end with a final decision on any new deal with Iran, per NYT. The Trump Administration believes it is "close" to an agreement but there are uncertainties including the unfreezing of Iranian funds.

The Kobeissi Letter@KobeissiLetter

BREAKING: US officials say President Trump has concluded his Situation Room meeting with his national security team which was convened to decide on the Iran deal. President Trump said a "final determination" was coming after this meeting. We expect more information soon.

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Daniel Lee

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