jwinter retweetledi
The market still does not understand what’s coming.
AI infrastructure will create one of the biggest wealth transfers in modern history.
Here are 12 stocks positioned to benefit before AGI arrives 🧵👇
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jwinter
7.8K posts
jwinter
@jwinter300
Just here to retweet Alpha
Pennsylvania, USA Katılım Kasım 2010
336 Takip Edilen353 Takipçiler
jwinter retweetledi
Top 12 Stocks to BUY now according to Leopold Aschenbrenner
1) Applied Digital $APLD
2) Bloom Energy $BE
3)CleanSpark $CLSK
4)CoreWeave $CRWV
5)Intel $INTC
6) IREN $IREN
7) Keel Infrastructure $KEEL
8) Micron $MU
9) Riot $RIOT
10) Sandisk $SNDK
11) T1 Energy $TE
12) Taiwan Semiconductor $TSM
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jwinter retweetledi
jwinter retweetledi
The White House is telling you exactly where to invest.
They just awarded $2 billion to quantum computing companies.
Here are 5 names on that list:
1. $INFQ - Infleqtion
Neutral-atom quantum computing company that just guided for $40 million in 2026 revenue. Already stacking government contracts - $2 million DARPA award for next-gen quantum software, $3.9 million from ARPA-E for quantum chemistry research. Now add ~$100 million from this new federal package. The government keeps writing checks to the same company.
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jwinter retweetledi
Jensen Huang just said AI will create more millionaires in 5 years than the Internet did in 20.
Here are ten stocks that could create millionaires by 2030:
1. $NBIS - Nebius Group
Q1 revenue $399M, up 684% YoY. AI cloud revenue up 841% YoY to $390M. Secured 1.2 GW of power for a new AI factory in Pennsylvania. Full-year 2026 guidance of $3-3.4B. Growing faster than almost any AI infrastructure company in the market right now.
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jwinter retweetledi
jwinter retweetledi
A few days ago, $NVDA CEO Jensen Huang revealed the full five-layer stack that underpins the AI supercycle…
These 5 layers include:
Energy：
1. $CEG
2. $VST
3. $OKLO
4. $EOSE
5. $GEV
Chips & Computing：
1. $NVDA ,
2. $AMD
3. $TSM
4. $MU
5. $ARM
Cloud & Data Centers：
1. $NBIS
2. $IREN
3. $CRWV
4. $APLD
5. $CIFR
AI Models：$MSFT
1. $GOOGL
2. $META
3. $AMZN
4. $ORCL
Applications：
1. $PLTR
2. $TSLA
3. $NOW
4. $SNOW
5. $CRM
Without these companies there is no AI; which is exactly why these names will continue to see massive long term growth.
Bookmark this post for research!
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Rich pretty Asian girls have no problem whatsoever with Asian street food because it's actually dank. In Vietnam you can see tons of beauties decked out in designer clothes sitting at streetfood shacks.
They have a problem with American fast food because it's
1) aesthetically unpleasing
2) full of fat, sugar, sodium and Gid knows what
3) overpriced as hell plus American men not paying for them
A $100 meal in America tastes worse than a $2 Vietnam Pho on a plastic chair.
The issue in America is that you force a girl to shell out $50 for soulless crap tier food and are too broke/stingy for a decent $200 meal.
There aren't many alternatives much in-between.
If you have game, you can pay for two kebabs and take her to a park or riverside.
Definitely better than Red Lobster.
If you have no game, it's $200 or nothing, and you gotta pay.
naiive@naiivememe
Girls with 6 figs: “Eww, I would never eat here.” Men with 12 figs:
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jwinter retweetledi
20 stocks I'll add in this May/June 2026 $SPY crash.
Remember, market always bounces back to all time highs.
1. $NVDA $225
Buy: $180–190 Prior breakout and massive institutional demand zone.
2. $MU $725
Buy: $500–$550 Strong support and AI memory demand acceleration zone.
3. $GOOG $392
Buy: $350–360 Historical accumulation zone and long-term AI infrastructure support.
4. $AAPL $300
Buy: $260–270 Major support with massive cash flow and buyback strength.
5. $IONQ 51
Buy: $25–38 Prior breakout zone with aggressive future growth potential.
6. $POET $16
Buy: $7–9 Early-stage AI photonics accumulation zone before mass adoption.
7. $DGXX $7
Buy: $3–3.50 Deep support zone with speculative AI infrastructure upside.
8. $MRAM $52
Buy: $14–15 Long-term semiconductor accumulation and breakout retest area.
9. $CIFR $20
Buy: $11–12 Oversold support with strong long-term cybersecurity demand potential.
10. $MSFT $42
Buy: $360–370 Major institutional support and AI cloud dominance zone.
11. $META $610
Buy: $530–540 Historical support and heavy AI monetization opportunity area.
12. $AMD $420
Buy: $340–350 Major support before next AI data center expansion cycle.
13. $INTC $107
Buy: $65–70 Multi-year support with asymmetric turnaround potential.
14. $ORCL $192
Buy: $140–150 Prior breakout zone with accelerating AI enterprise demand.
15. $QCOM $200
Buy: $150–160 Strong support with long-term edge AI opportunity.
16. $NOW $95
Buy: $80–85 Institutional demand zone and enterprise AI transformation support.
17. $ADBE $247
Buy: $224–235 Long-term support with massive AI productivity monetization potential.
18. $BE $42
Buy: $16–19 High-risk support zone with AI energy demand tailwinds.
19. $LITE $971
Buy: $600–650 Prior breakout zone and major AI infrastructure support.
20. $SNDK $1381
Buy: $800–900 Strong semiconductor support with rising AI storage demand.
21. $DRAM $50
Buy: $32–35 Early accumulation zone before broader AI infrastructure expansion.
If the $SPY sells off under $700 towards $650 by the end of June, I'm interested in $SPY calls for $750 June 2027 calls.
♻️RESHARE this post and make 1 comment if you want $SPY contract less then $10 to buy so you can hold it through volatility.
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@Linahuaa @DrewVento My hair game has deteriorated over the years but my pubic hair is still pretty solid. That’s got to be worth something , no?
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@DrewVento Skill issue...
Vegeta is only 5'4, but with his hair, he's like 6feet.
Your hair game is pathetic
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jwinter retweetledi
These 11 groups should be the stocks with the strongest earnings cycles and the highest future revenue projections in 2026.
AI Utility：
1. $IREN
2. $NBIS
3. $CIFR
4. $CRWV
CPU Bottleneck：
1. $AMD
2. $INTC
3. $AMKR
AI Power：
1. $EOSE
2. $BE
3. $NVTS
4. $VRT
AI Hardware：
1. $NVDA
2. $TSM
3. $ASML
4. $MU
Photonics：
1. $AXTI
2. $AAOI
3. $LITE
4. $COHR
AI Applications：
1. $PLTR
2. $SNOW
3. $CRWD
4. $ZETA
AI Connectivity：
1. $AVGO
2. $CRDO
3. $MRVL
Agentic AI：
1. $DOCN
2. $MSFT
Physical AI：
1. $TSLA
2. $AMZN
3. $GOOGL
Space：
1. $RKLB
2. $ASTS
3. $PL
4. $BKSY
Nuclear：
1. $OKLO
2. $UUUU
3. $GEV
4. $LEU
Hardest part of investing is having patience. Once you master it and compounding will change our life!
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jwinter retweetledi
This is the kind of market where you simply buy what the president tells you to:
Chips
$INTC Intel
$NVDA NVIDIA
$AMD AMD
$TSM TSMC
AI Infrastructure
$DELL Dell
$VRT Vertiv
$NBIS Nebius
$CRWV Coreweave
$IREN IREN
$HUT Hut 8
Rare Earths
$USAR USA Rare Earth
$CRML Critical Metals
$TMC The Metals Company
Critical Minerals
$TMQ Trilogy Metals
$UAMY United States Antimony
$MP MP Materials
$LAC Lithium Americas
Quantum
$IONQ IonQ
$QBTS D-Wave Quantum
$RGTI Rigetti
Energy
$BE Bloom Energy
$GEV GE Vernova
$FCEL Fuelcell
$PLUG PlugPower
$VICR Vicor
Memory
$SNDK Sandisk
$MU Micron
$STX Seagate
$WDC Western Digital
$P Everpure
$MRAM Everspin
Space
$RKLB Rocket Lab
$ASTS AST SpaceMobile
$PL Planet Labs
$FLY Firefly Aerospace
$GILT Gilat
Drones
$AVEX Aevex
$ONDS Ondas
$UMAC Unusual Machines
Nuclear
$XE X-energy
$LEU Centrus Energy
$CCJ Cameco
$OKLO Oklo
$UUUU Energy Fuels
AVs & Robotics
$TSLA Tesla
$AMZN Amazon
Batteries
$TE T1 Energy
$ELVA Electrovaya
$FLNC Fluence Energy
Never miss the leading stocks again:
fullstackinvestor.co/portfolio
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Literally anyone who has any tiny sliver of an aesthetic sense can recognize that Zendaya is OUTSTANDING!
Of course straight White supremacists who dress like trailer park trash are blind to it, thus call her an industry plant.
Zendaya is literally the ONLY actress of her generation who is
>confident but restrained
>elegant
>authentic
>feminine but not submissive
>not a girlboss but also not boring
>not tacky or degenerate
>no controversies
>married to a nice guy White guy who is 2 inch shorter and poorer than her
She's the ultimate goodgirl of this generation.
Talented, fashionable, quitely charismatic, morally upright...
You guys judge Onlyfans girls but then drool over Sydney Sweeney who is flexing her naked tits in multiple mainstream movies.
Lord Jesus would find y'all absolutely embarassing and actually side with Zendaya.
There is a reason why the luxury fashion industry pushes her endlessly.
Because she PRINTS them MONEY.
She's 100% organic.
There's literally no reason to hate her.
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jwinter retweetledi
Most people are missing the biggest infrastructure buildout in modern history.
It’s not chips.
It’s not models.
It’s the power grid.
Here are the names that will benefit the most:
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jwinter retweetledi
I’m 44 years old and used to work at JPMorgan Chase. My monthly income is $110,000.
Here are my picks for May:
$BABA (Alibaba) — Don’t buy
$COIN (Coinbase) — Don’t buy
$META (Meta Platforms) — Don’t buy
$NBIS (Nebius) — Buy at $170 – $175
$RKLB (Rocket Lab) — Buy at $95 – $105
$MRVL (Marvell Technology) — Buy at $163 – $170
$MU (Micron Technology Ltd) — Buy at $740 – $755
People ask: “Why don’t you charge?”
I’ve made enough. Sharing is my passion — that’s why I post for free.
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jwinter retweetledi
The U.S. government, hyperscalers, and $NVDA are literally telling you that the future will be dominated by the following 10 groups of stocks.
Space：
1. $RKLB
2. $FLY
3. $SATL
4. $PL
5. $ASTS
Critical Minerals：
1. $USAR
2. $UUUU
3. $MP
4. $UAMY
Energy：
1. $AMPX
2. $TE
3. $EOSE
4. $BE
Memory/Storage：
1. $SNDK
2. $MU
3. $WDC
4. $MARM
5. $SIMO
Defense：
1. $ONDS
2. $OSS
3. $PLTR
Optical sector：
1. $AAOI
2. $AXTI
3. $LWLG
4. $LITE
5. $COHR
Quantum：
1. $IONQ
2. $QBTS
3. $RGTI
AI Infrastructures：
1. $NBIS
2. $IREN
3. $CIFR
4. $ALAB
Semiconductor：
1. $AMBQ
2. $NVTS
2. $MRVL
3. $AMD
4. $ARM
5. $WOLF：
Nuclear：
1. $OKLO
Hardest part of investing is having patience. Once you master it and compounding will change our life!
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jwinter retweetledi
High-Momentum Leaders: 45 Stocks Showing Expanding 1-Month Relative Strength (>5% ADR)
$FLY – Aerospace & Defense
$LUNR – Aerospace & Defense
$PL – Aerospace & Defense
$RDW – Aerospace & Defense
$RKLB – Aerospace & Defense
$AUR – Auto Parts / Autonomous Tech
$CRCL – Capital Markets (Crypto)
$HUT – Capital Markets (Bitcoin Mining)
$IREN – Capital Markets (Bitcoin Mining)
$WULF – Capital Markets (Bitcoin Mining)
$IONQ – Computer Hardware
$SNDK – Computer Hardware
$ELAN – Drug Manufacturers (Specialty & Generic)
$FPS – Electrical Equipment & Parts
$OSCR – Healthcare Plans
$APLD – IT Services / Data Centers
$CIFR – IT Services / Bitcoin Mining
$KEEL – IT Services
$LTH – Leisure
$WRBY – Medical Instruments & Supplies
$MP – Metals & Mining
$USAR – Metals & Mining
$COHR – Scientific & Technical Instruments
$AEHR – Semiconductor Equipment
$AXTI – Semiconductor Equipment
$ARM – Semiconductors
$CRDO – Semiconductors
$GFS – Semiconductors
$HIMX – Semiconductors
$INTC – Semiconductors
$MU – Semiconductors
$MXL – Semiconductors
$NVTS – Semiconductors
$QCOM – Semiconductors
$EXK – Silver
$FROG – Software Application
$RNG – Software Application
$AKAM – Software Infrastructure
$BB – Software Infrastructure
$CORZ – Software Infrastructure
$DOCN – Software Infrastructure
$NBIS – Software Infrastructure
$LWLG – Specialty Chemicals / Photonics
$UEC – Uranium
$FLNC – Energy Storage & Grid Infrastructure
Jeff Sun, CFTe@jfsrev
Video Walkthrough of My Daily Process: How I merge my Finviz screener, TradingView watchlists, and a 'Compression' screener to generate stalk & focused ideas. Here’s a quick walkthrough of how I generate my stalk/focused ideas—also shared exclusively with my X subscribers through a daily pre-market tweet condensed into a 5-minute reference. A breakdown of the process; 1. Tradingview as my based charting and watchlist management platform. It is tile next to my finviz web browser. 2. I have 13 preset screeners across both platforms , 9 in finviz (post-market to watchlist), 4 in tradingview (watchlist compression, pre-market gapper of stock & etf, watchlist RVOL sorted). Details of each screener are shared in Chapter 3 of jfsrev.substack.com/my-trading-too…. You can also get direct Shared Screen access from x.com/jfsrev/status/… 3. I copy each screened result from Finviz and paste it into its corresponding TradingView watchlist (e.g., “Hottest Stock” results go into the “Hottest Stock” watchlist). @erikcarell has built a Finviz API workaround that lets you import an entire screen directly into a TradingView watchlist. x.com/erikcarell/sta… 4. Screened results aren’t usually actionable on their own, so I add an extra layer— “compression” screener within TradingView—and run it through each dedicated watchlist. This is what I refer to as a “screen within a screen.” My watchlists are color-coded to show which screener each stock came from—and to highlight when a name appears across multiple screeners (e.g.,🔴= Hottest Stock). 5. I review each name that passes the “compression” screener, evaluating them one by one on the chart to determine whether they qualify for my stalk/focused idea watchlist. The criteria I use are outlined in my “15 Hard Rules” in Chapter 6. jfsrev.substack.com/my-trading-too…. 6. The same process is then applied at the ETF level, since TradingView separates its Stock and ETF screeners into two different sections. 7. On top of that, I manually review over 160 ETFs to track day-by-day price action/RS across industry groups (not shown in the video). The full workflow—including post-market study—takes at least 2 hours per session. The process flows as follows: Screening → Watchlist Management → Focus List Rebuild & Preparation → Qualitative Market Reading for Situational Awareness → Portfolio Stop Management (when needed). No single screener will ever capture every opportunity. To stay ahead of the market, you need unwavering dedication, discipline, and consistency. Eventually, the market rewards that effort with the strong, or trending moves. But first, you need a strategy and process that fits your lifestyle and is sustainable over the long term. I hope you all find this helpful as we navigate this challenging yet financially rewarding journey.
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jwinter retweetledi
The U.S. government, hyperscalers, and $NVDA are literally telling you that the future will be dominated by stocks below -
Space
1. $RKLB
2. $FLY
3. $SATL
4. $PL
5. $ASTS
Critical Minerals
1. $USAR
2. $UUUU
3. $MP
4. $UAMY
Energy
1. $AMPX
2. $TE
3. $EOSE
4. $BE
Memory/Storage
1. $SNDK
2. $MU
3. $WDC
4. $MARM
5. $SIMO
Defense
1. $ONDS
2. $OSS
3. $PLTR
Optical sector
1. $AAOI
2. $AXTI
3. $LWLG
4. $LITE
5. $COHR
Quantum
1. $IONQ
2. $QBTS
3. $RGTI
AI Infrastructures
1. $NBIS
2. $IREN
3. $CIFR
4. $ALAB
Semiconductor
1. $AMBQ
2. $NVTS
2. $MRVL
3. $AMD
4. $ARM
5. $WOLF
Nuclear
1. $OKLO
Hardest part of investing is having patience. Once you master it and compounding will change our life!
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jwinter retweetledi
Which of the 16 stocks listed do you think has the best chance to double from these levels by the end of 2026?
1. $HIMS
2. $ASTS
3. $IREN
4. $ONDS
5. $SOFI
6. $ADUR
7. $OSCR
8. $ZETA
9. $EOSE
10. $MU
11. $SNDK
12. $NBIS
13. $KRKNF
14. $NOW
15. $HOOD
16. $RKLB
Any other names?!
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