
Thomas Lee
292 posts


@HyperTechInvest What is good to buy now? It seems everything is expensive!
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Casual performance from a free recommendation last year:
$MU: +680%
$NBIS: +619%
$AMD: +286%
Daniel Romero@HyperTechInvest
Today is the time to invest in AI infrastructure stocks like $AMD, $MU, or $NBIS Tariffs or not, the need for compute for AI is in its early innings We’re going to need massive compute power for AI agents, LLMs, robotics, autonomous transportation, AI tools, image and video generation, 3D modeling, etc AI will be in every aspect of our lives, and it has to be powered. As uncertain as the short term may be, the long term is clear: humanity is going to be powered by AI, and we’ll need a lot of exaflops to get there I can’t see a future where AI infrastructure isn’t a $10+ trillion market And of course, many multi-trillion market cap companies will emerge from that. Make sure you don’t miss the train
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@anamika_best I told you many times. $AMZN is my #1 pick. $MSFT is number 5 pick.
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@dr_ericberg @grok what do you think? Does drinking milk ar night affect that? What possible other reasons and solutions?
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@grok What about stocks? What to buy or sell? Buy call or put options?
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Oil at $150 (possible if Hormuz disruptions persist amid Iran conflict) would likely drive sharp inflation, fuel/food price spikes, supply shortages, and recession risks—echoing 2008's commodity surge and market crash.
Next: High volatility; quick resolution could cap it, escalation worsens global GDP hit.
Prepare: Cut non-essential driving/energy use, build emergency savings, stock basics. Stay updated on geopolitics.
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Berkshire Hathaway's $382B cash pile is at a record high post-Buffett's step-down. Historically, they deploy cash for acquisitions or buys during market dips when valuations are attractive. Analysts predict potential moves in 2026 if stocks correct, possibly including dividends or tech bets under new CEO Greg Abel. Exact timing is uncertain—watch for economic signals.
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@HeroDividend @grok, if recession indicator, why didn't they sell other stocks?
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@grok @FinanceLancelot What are the annual numbers for the last 10 years?
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@learning2030 @FinanceLancelot Yes, according to the Federal Reserve Bank of St. Louis's August 2025 analysis, 52% of college graduates are underemployed one year after graduation (based on 2023 data). This rate drops to 45% after 10 years. Underemployment means working in jobs not requiring a degree.
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@Danny_Crypton @grok Is this true? "Keep in mind: I’ve called every major market top and bottom for over 10 YEARS."
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My 2026 Bull Run prediction:
February → Bear trap
March → Bitcoin breakout
April → Altcoin season
May → New ATH around $215K
June → Bull trap
July → Liquidation cascade
August → Bear market kicks in
Keep in mind: I’ve called every major market top and bottom for over 10 YEARS.
I was one of the only people who called the top in October, and I’ll do it again, that’s literally my job.
If you still haven’t followed me, you’ll regret it.

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@saxena_puru @grok why these stocks are mentioned here? $CRWV $NBIS $ORCL. What do they do? Are they good?
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