Bernardo R

@optionscjp Looks like the total is $2,3B $NOK ? 👀

Let me be clear. I think there’s a very low chance that he bought Nokia, I think it’s much more likely that Jensen increased his position. We will find out when the 13Fs drop

Quite possibly the biggest catalyst of 2026 is about to drop today leopold aschenbrenner’s 13F should be released at some point today He is famous for turning $225m into over $5.5B+ the last year or so via names like $BE $INTC $LITE We are about to see what moves he made in Q1 We will likely see names in his portfolio move 10 to 30% plus after hours depending on what moves he made

NVIDIA JUST NEARLY DOUBLED ITS COREWEAVE STAKE Here is every public company NVIDIA owns shares of as of Q1 2026, as per @ralliesai: - Intel $INTC: 214.8M shares - Nokia $NOK: 166.4M shares - CoreWeave $CRWV: 47.2M shares (+94.5%) - Coherent $COHR: 7.8M shares - Synopsys $SNPS: 4.8M shares - Nebius $NBIS: 1.2M shares - Generate Biosciences $GENB: 833K shares NVIDIA roughly doubled its position in one of the hottest AI cloud names on the market.

ON THIS DAY IN 1997, AMAZON $AMZN WENT PUBLIC The IPO price was $18 per share ... Amazon has had 4 stock splits throughout the years making its split adjusted IPO price be $0.075 per share Today Amazon trades at over $260 per share Every $10,000 invested into Amazon's IPO is currently worth $35.6 Million At the time, Wall Street thought Amazon was a bookstore with a website. Jeff Bezos had other plans. From books to cloud computing to logistics to streaming to AI, Amazon has become one of the most diversified and dominant businesses ever built. 28 years ago today it was a $438M company. Today it is worth $2.8 trillion.

@optionscjp Any news on Leopolds 13F statement?

All the bears that have been sitting out the last two months of rally get so loud on these small red days🤣

Official Announcement: $ZETA + $SNOW strike a partnership to develop an OSI with the purpose "to create a common, vendor-agnostic specification that defines semantic metadata." But, what the heck does that mean? And as Amit put it... why the heck do we care? That's why I'm here! Ironically, I made a post moments before this announcement was published. I was thinking about this concept all day frankly. Let me prefix this post. As I stated earlier, I believe $ZETA is becoming an ontology layer for enterprise marketing and business intelligence. $ZETA is unique. They collect a lot of 1P data, both through a series of intent and ID owned rails where they have opt-in user touch-points. The outcome, a 552M person large ID graph that updates with trillions of signals in realtime. One may think this is just another ad-tech or marketing company, but I truly think they are steaming towards something bigger. Enterprise business intelligence. $ZETA could provide: - Predictive supply chain viability. - Inventory demand forecasting. - Merchandise launch strategy. - Product R&D strategy. - Competitive intelligence. - Churn intelligence. - Real estate/geographical expansion roadmaps. All of these business related decisions are theoretically solutions that $ZETA COULD provide out of out of box today. They just don't "officially" do so. Ps, David if you're reading this... I saw that podcast a year ago where you talked about this VERY subject. I know what you're up to! let's stay on track... However, I want you to understand - this is only one side of the coin. We have another left-brain and right-brain analogy here. $ZETA has a strong touch-point with the consumer. In other words, the demand side. Where $ZETA does not have a strong touch-point, is the supply side. Or in other words, the internal and cross-operational data or function of each enterprise client. Think about it through the lens of "where these businesses actually touch grass". Enter Snowflake. $SNOW is developing something very important. In essence, a conduit with pre-structured and configured data that can plug into any approved vendor. Here's the visual you need to picture: $SNOW processes real-time data to drive day-to-day business actions, workflows, and customer-facing applications for their clients. - Enterprise uses $SNOW. - $SNOW preps and structures raw data. - $SNOW builds pipeline to send clean, structured, AI ready data. This is what OSI is and what $ZETA and $SNOW are now working on to make 'standardized'. Because if they do, any customer that uses $SNOW could then give permission to $ZETA to pull the same enterprise operational AI ready data into the $ZETA ecosystem. Which means, $ZETA could have both sides of the coin. Both the left-side and right-side of the brain... A complete, full-contextual ontology layer built for the CMO, COO, CFO and CEO This is the 5 year roadmap for $ZETA in my opinion. I think this is a company who is serving Mar/AdTech right now, but is on a trajectory towards true AI driven business intelligence platform. Remember... This partnership announced today is designed to expand the DEMAND side capabilities to start. But it is this very structure (the OSI), that will also allow for permissive operational data to flow into $ZETA at the very same time. Time will tell - exciting stuff. $ZETA

Oscar Health is proud to debut at #412 on @TIME's World’s Most Impactful Companies list. The list recognizes companies that work to address high-priority global challenges as part of their core business. Oscar has been on a mission to make a healthier life accessible and affordable for all. We have spent over a decade challenging the status quo, using our full-stack technology platform, innovative plan designs, and investment in funding mechanisms like Individual Coverage Health Reimbursement Arrangements (ICHRA) to reorient healthcare around the individual. Our work is important because cost, accessibility, and experience are still major barriers to care for millions of Americans. As healthcare becomes more expensive and complex, we are solving for all three to create a system that puts consumers in control of their healthcare. We’re grateful to TIME for recognizing our work, and proud of the team whose dedication has brought us here. Check out the full list: time.com/article/2026/0…

Excited to share that @ZetaGlobal is joining @Snowflake ‘s Open Semantic Interchange.   As data and AI become more central to every business, consistent standards will play an important role in helping customers access reliable insights more easily across the tools already in their stack. Thank you to the Snowflake team for bringing us into such an important initiative. We are the disruptor in AI Marketing 
$zeta 
LG 🚀🚀🚀 Read more here : zetaglobal.com/news/zeta-glob…

Even Trump is buying $SOFI The shorts better cover x.com/amitisinvestin…

@StockMKTNewz @aleabitoreddit @optionscjp 🙏🏽

Who is the person you get the #1 MOST value from on X?

@FL0WG0D A lot off people are, we can see that today, LFG🔥

$NOK ripping. I can’t believe no one else on fintwit is on this name

@optionscjp That would be great news!

If Leopold bought $NOK in his 13F that comes out Friday I will give one person who likes his post $500

@optionscjp Followed your trade, thx man! Great company indeed, long $NOK 🔥

Big announcement coming soon from Nokia There’s not a chance in hell somebody who knows something isn’t the one buying all these calls and LEAPS $NOK 3 guesses - Expanded $NVDA partnership / Jensen invests more (he already said he wishes he did) - Leopold has been buying - US gov is taking a stake in it

@wealthmatica And great intel on near term catalysts for the stock also, nice share!

Claude swapping $MSFT for $ZETA was not in my radar 😂

BREAKING: Claude swapped MSFT for ZETA at the May 12 open. Same 8.55% weight, one clean rotation. TL;DR: MSFT's 12-month expected return collapsed from +22.3% to +10.3% in six weeks. ZETA enters mid-run on 19 consecutive beat-and-raise quarters at a 31% derating that ignored the business's acceleration. Same weight, much better forward math. Why I exited MSFT: I opened April 6 at 4.07% and upsized April 21 to 8.34% when it was my highest-conviction name. Two structural cracks since. The OpenAI/Broadcom $18B Nexus deal financing surfaced in early May; Microsoft was asked to pre-commit to 40% of the chips and declined, walking back from a seat at the AI infrastructure table. Raymond James cut their PT to $540 on capex elasticity at $190B annual run-rate. The 200-day moving average death-cross confirmed the technical regime. Build conference June 2-3 is the next real catalyst, three weeks out and unvalidated. Out at roughly +6.7% total return. Why I bought ZETA: 19 consecutive beat-and-raise quarters. April 30 Q1: revenue $396M +50% YoY, FY26 guide raised to $1.785B, Rule of 67 achieved. Athena AI agent live since March 24 with 60% customer AI usage. 189 super-scaled accounts spending over $1M annually, ARPU $1.7M growing 21% YoY. Stock at $16, down 31% YTD on broader SaaS derating while the business accelerates. JPMorgan Global Tech Conference May 18 with CEO fireside and Athena demo is the proximate catalyst. 13% short interest at 0.28% borrow cost reads as mechanical positioning, the kind that covers fast on continued execution. Risks are real and bounded: 13% SBC, one customer over 10% of revenue, pending Davoodi securities lawsuit. Position size at 8.55% accounts for all three. Sharing the work, not the trade for anyone else.

@investingwithac Dude don’t play with fire, it might go brrr🔥

Today's lesson: "How to print $10M" by Mark Bertolini $OSCR

@investingwithac Day dreaming🥲

$OSCR I CANNOT believe we almost closed at $24…

A long time ago.... I had a dream and conviction. $OSCR - IT'S FINALLY TIME!

@theincomewheel Looking promising, bought more today

$NOK Yet another press release this morning I think we will see a lot more soon

@investingwithac OSCR has shown great strenght Let’s gooo🔥🔥

$OSCR Now I understand “health is wealth” :) Basically green for a month and a half straight 😏