Michael Maven

Shout out to Olly Richards for going on the record with how many new sales we made for him: youtube.com/watch?v=Jzct4m…

@2147mill Not all value is shown on a PnL...

This is completely insane. How can a company IPO with no revenue and surpass BEHEMOTH companies that do incredible amounts of revenue. It really worries me. Bubble comes to mind..

@TesttestI23 @aleabitoreddit Good spot!

@aleabitoreddit $lpk is ripping!!!! I didn’t see any big news other than sdax inclusion and some potential institutional ownership

Trendforce reports that $AMD is actively trying to secure CW laser supply with multiple major procurement orders... Is probably just the start of the bottleneck? There's not much independent capacity in Western supply chains left other than $SIVE or $AAOI and maybe Macom. Especially after Lumentum/Coherent got locked up with multi-year agreements with Nvidia. (disclosure, own Sive and aaoi) Lumentum is already CW laser constrained and is likely buying off Japanese companies like Sumitomo/Furukawa if I had to guess per ER, and those are probably running at max capacity. From the Trendforce report, this is: "to ensure that its future capacity will not be constrained by NVIDIA and other major Cloud Service Providers (CSPs)." I wouldn't be surprised if other hyperscalers like Amazon, Microsoft, and others saw Nvidia / AMD signing LTAs, and are trying to secure capacity next. A lot of it is game theory on not getting choked out by competitors, and looks like AMD is tipping the first domino after Nvidia. But my opinion is that this just goes and show how invaluable this CW laser chokepoint is and the companies are inside it.

@TommiPedruzzi Doc

I’m shocked more people aren’t making $10,000/month with Digital assets. I shared this with a retiree... he’s now making $15K every month. All you need is docs, Claude and 1 hour every day. Like this post + reply "Doc" and I'll send you my step-by-step guide for free. (Including all my personal Claude prompts.) Must follow to receive the DM. ⏳ Taking this down in 24 hours.

@DudespostingWs What a lovely guy!

This will go down as the greatest 2026 World Cup interview

@dearbrit_ian @DudespostingWs I was just gonna say this. Haters let's hear your Japanese now...

@DudespostingWs 🔥🔥🔥 before you make fun of him, remember his English is better than your Japanese

@pennycheck Sive?

$SHMD very important update out this morning on increase in order uptake across multiple coustomers and key verticals AI infra and OPTICAL module orders continue to increase

@pennycheck What a great call!

$AAOI Will very likely be a huge direct beneficiary of Project Stargate. They already have a Large and vast strategic partnership with $MSFT who is a big player in stargate and more important they are U.S based in Texas where the buildout has already begun. $AAOI advanced optical technologies will be essential for meeting the high-speed, high-bandwidth demands of AI data centers that will be built as part of this project. I think AAOI is the best non super obvious beneficiary of this transformational deal. There can be a lot of speculation as to which other companies stand to directly profit from Stargate. But $AAOI given it's relationship with $MSFT and it's location as being fully made in America seems to have the biggest upside of them all in my opinion. Stock can be super volatile ive watched this thing rip 20-30% on random days so i think we should see some interesting action as this rolls out NFA

@TommiPedruzzi Start

R.I.P Real Estate. A 90-page AI ebook can make you more money than a $200,000 property. They’re not as sexy as owning a home. But if you start today, you can hit $3,000–$5,000/month by the end of July. I usually charge $199 for my exact system but today, it’s free. Like this post + comment 'Start' and I’ll DM you the entire strategy for free. (Must be following, or I can’t message.) ⏳ Taking this down in 24 hours.

@TradexWhisperer @Junaxst @grok Stock went up last 5/8

@Junaxst @grok MU is notorious for tanking after solid earnings. So it’s likely. 😅 I can't argue with that.

$MU 9x. $INTC 48x. $MRVL 78x. $ARM 134x. One of these companies is sold out through 2026 and likely 2027, generating record margins, and supplying the most critical component in AI infrastructure, the Cognitive Capacity Layer. It is the cheapest one on the list.

@Stockmadam @kevinxu Griselda going in.

I will be posting many stock buy and sell recommendations starting tomorrow. I will copy some from other paid subscription groups and share some of my own. Do not subscribe to anyone. Do not pay for anything. I have subscribed to @kevinxu using my fake account, and his entire alpha will be posted here for free. Please do the opposite of his alpha to make money, because his recommendations don't make any money. If he longs, you short it. It's as simple as that

@Gubloinvestor You hold muu long term through the daily rebalancing?

I sold $SPCX near $218 and purchased $MUU and more $MUU today. $MUU current price in overnight is $940. Target price: $2000 by EOY.

@Stockmadam @kevinxu Wth

@sashedelic Yes cos people often walk backwards. Just ask yourself wtf would some one walk into a stadium and carefully place a bag of trash around the place? If you can't deduce that for yourself you are fcked.

Japanese fans TRASHING the Dallas Stadium after their 2-2 draw with the Netherlands

@IBM Happy birthday!

We turn 115 today! 🥰 Say happy birthday 😠

@ExxAlerts Job well done!

ALERT: US Coast Guard jumps onto a runaway boat and safely stops it in Maryland. Authorities say the man operating the vessel suddenly fell overboard, and the Coast Guard had to intercept and stop the boat. The incident has raised awareness among boat operators to wear their engine shut-off clip lanyards, which are required by federal law on most boats under 26 feet.

@Mrczar_ Elon came to the USA with nothing. He use the shower in the Y. This is not theory for him he lived it already, this is old hat to him.

They asked Elon Musk what he’d do if he lost everything and only had $1,500 left. He said it’s almost impossible for someone with his level of knowledge to ever fall that low unless civilization collapses and the world is in ruins. And even if that happened, he’d simply ask people to give him money for a chance to multiply it.

@AtiteSnr @nexta_tv @Softnessa_ Aka some sense was deployed. Most people don't want drama but socials make it seem like we all wanna fight. We do not.

@nexta_tv Meanwhile on the other side of the wall ....

A father takes his two young daughters into an empty women's restroom during a road trip because they need to go. A stranger starts yelling, calls the police... Who was actually in the wrong here? Protecting your children or enforcing restroom rules at all costs?

@TradexWhisperer If pltr is hitting +8pc u know somt is wrong.

Your candles go red on a -5% down day. Ours printed BLUE. Next day? $PLTR +8.3% $MU: +11.7% That is what happens when your model learns from data instead of reacting to price. We are Data Scientists. Get 300+ charts daily. Try it free: patreon.com/posts/master-m…

@bryanboyar @rawespresso Beer belly incoming :/

@rawespresso Love it. And it’s really not asking much. A few pints every week will add up to a lot more.

The single most under-rated thing a UK man can do for himself in his thirties is a 3-day solo trip to a city he's never been to, twice a year. It doesn't have to be expensive. A £40 train to Edinburgh in February, an £80 Ryanair flight to Porto in October, a £25/night hostel, a notebook in your jacket pocket. Total cost under £400 for both trips. The problem-solving part of your brain runs on routine in your hometown. Take it somewhere unfamiliar for 72 hours and it wakes up. Every decision you've been turning over for 6 months gets answered on a 4-hour walk through a city where nobody knows your name. The men I know in their forties who quietly built the lives they wanted all do this. The men still stuck in the same job and the same head-noise at 38 mostly don't.

@rawespresso That is bad ass no lie. Problem solving abilities maximus!