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@vladtenev We would like foreign equities and otc

The development of AGI could be one of the most significant technological shifts in history. Right now, the companies building that future are private—locking everyday investors out of the upside. We’re working to change that, starting with OpenAI. Great conversation between @shivverma and Sarah 👏

$FRPT who wants to hold going into earnings

@InvestFreedom05 Meta

Which stock is a better buy at current levels? And why? $META at $608 or $ZETA at $18.50?

$FRPT had to go back to ads… losing market share?

Iran breaks ceasefire. Does Trump respond?

Oracle Secures Classified AI Deal With US Defense Department $ORCL benzinga.com/markets/tech/2…

They hate $ORCL at $180. They will love it at $300. Seen this too many times ie $GOOGL $AMZN

$META red to green

2 days later $182 $ORCL

@komodo_capital Still long FTAI?

Now sold ~40% of original $NBIS stake. Last week’s capital rolled into $ROOT and will be holding more cash to evaluate new ideas. Any great current long ideas?

$DRAM +10 pts on swing

@DeItaone Lebanon has nothing to do with Iran

“NO CEASEFIRE” AS LEBANON VIOLENCE ESCALATES Hezbollah leader Naim Qassem says there is “no ceasefire,” accusing Israel and the U.S. of ongoing aggression as clashes intensify. Israel Defense Forces report new strikes on Hezbollah targets in southern Lebanon, citing militant activity near troops. Hezbollah claims 11 attacks in one day—the highest since the truce began. Evacuation orders and fresh airstrikes have hit multiple areas, with casualties reported. So far, over 2,600 people have been killed and more than 8,000 injured.

$ORCL to double to $350 within next 18-24 months

$MU headed to $1000

$AAOI oh my. Prob heading to $500

@ZaStocks It will double within 18 months

$ORCL The ultimate compute + datacenter play right off the 200 week moving average. $550B backlog and OpenAI sentiment is turning positive again, tough to bet against Larry’s last hurrah.

@amitisinvesting Berkshire has been irrelevant for the past decade

Really interesting question below about the future of Berkshire. Over the weekend, Buffett spoke at the annual shareholder meeting and it was revealed that Berkshire is now sitting on around $400B of cash. Buffett noted that he'd much rather be patient vs. allocate any capital as he feels the market is a casino right now. If the question is on where to put that cash to work, I think there is one broad big picture question that overhangs on Berkshire: Berkshire needs their new $AAPL. It's probably hard to find it given how much tech has run, but without Apple, Berkshire would have underperformed the S&P over the past 10 years. They took a $5B stake in Google last year, but that pales in comparison to the $35B they put into Apple 10 years ago. Maybe the tech trade has run too hot and holding onto the cash makes sense before going heavy into another tech play like that again, BUT if tech continues on the bull run that it has been on for the past 5 years, Berkshire will not only be able to rely on Apple for the majority of performance. They will need a new winner. Dare I say, I think that winner, even after the run, is $AMZN due to the diversity of it's model, operating margins on the path to 20%, the eventuality of it becoming the first $1T revenue run rate business, and robotics as the inflection for cost savings at scale which will return FCF back to shareholders. They haven't even bought a single share of stock back. Berkshire bought Apple mainly on the logic that it is a consumer play on hardware, not a tech company. Obviously, many tech investors would disagree, but you could basically apply that logic to Amazon. They are a verb at this point, a consumer play on buying things that everyone on the planet uses, but they have these other elements to the business like AWS/Prime/Leo/etc. that allow margin expansion at scale. Maybe Amazon is the safest and most effective way for Berkshire to find their next Apple.

@firstadopter $ORCL to benefit greatly

Let's play a game called pop the stale backward-looking media manufactured consensus narrative. 1. OpenAI HIT their "aggressive" Q1 plan 2. OpenAI raised revenue expectations for the rest of 2026 due to momentum going into Q2 3. One week into the GPT-5.5 launch, API revenue is growing more than 2x faster than the prior best 4. Codex revenue DOUBLED in less than seven days. 5. Customer behavior is inflecting following the GPT-5.5 release 6. AI infra commitments are AHEAD of plan: "When we announced Stargate in late 2025, we committed to securing 10GW of AI infrastructure in the United States by 2029. We have already surpassed that milestone, including more than 3GW added in the last 90 days alone" Here's the simplified version: OpenAI got punched in the face with Claude Code and Gemini late last year. Product-market-fit (exponential revenue) exploded toward AI agents and agentic coding. They pivoted resources toward Codex and agentic coding. And now, with the release of GPT-5.5 and their compute advantage, OpenAI is making a massive comeback back to tech leadership. Come on, people. This is not hard. OpenAI's talent is still there. It should be obvious to anyone who follows the AI industry and talks to developers even minimally.

@OddStockTrader It’s worth 2000

I QUIT... $SNDK gonna 2,000%