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Robin
423 posts
That’s actually bullish for $MSFT now that Bill Gates is more and more Pulled Out of the picture.
Why?
STD.
S - Stop
T - The
D - Damage
amit@amitisinvesting
Bill and Melinda Gates Foundation sold 100% of their Microsoft $MSFT position… The guy who created Microsoft just had his foundation dump the entire stake, 7.6M shares. Either he thinks Microsoft is over or he completely hates valuations in tech right now 😂
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If you had to deploy 10% of your portfolio into a brand new position at today’s levels, what are you buying first?
I’ll start — $SHOP at $100.
Quality high-growth compounding machine trading at a near all time LOWS in forward multiples.
Your turn.
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$LMT I like Lockheed here at $500.
Down almost 30% from ATH’s.
Chart does look a bit bearish.
So gonna love this at $450 if it gets there.
Gonna marry it at $400, but I doubt it gets there.
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Robin retweetledi
In the era of frontier AI models, the question isn't what vulnerabilities exist. It's what an adversary can actually chain together to exploit today. The answer lives not in the model or the SOC, but in the loop between them. And that loop is what we're unveiling today.
Introducing Wayfinder Frontier AI Services, powered by @AnthropicAI's Claude Security, delivered by SentinelOne’s elite cybersecurity pros. Continuous discovery using the most advanced frontier models. Real exploitability, not paper risk. Mitigations that break attack chains before adversaries finish them.
Frontier model. Frontier operators. Real threats, stopped before they become attacks.
🔗 Learn more: s1.ai/Claude-WF
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Robin retweetledi
Threat actors are in a turf war for ownership of your infrastructure. @LabsSentinel has uncovered PCPJack, a predatory cloud credential worm that hunts its own kind. Its first move? A scorched-earth eviction of rival group TeamPCP. s1.ai/pcpjack
This isn’t a theory—it’s in the code. PCPJack specifically kills TeamPCP processes and even reports a "PCP replaced" metric back to its C2.
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Robin retweetledi
Ransomware negotiator tied to $56M in attacks was sentenced, DPRK-linked fraudulent IT worker schemes were disrupted, novel PCPJack attacks cloud infrastructure to steal credentials, and a Palo Alto firewall zero-day is under active exploitation.
This is the Good, Bad & Ugly. ⬇️
✅ GOOD
- Global ransomware negotiator tied to $56M+ in cyberattacks sentenced to 8.5 years
- Two U.S. nationals sentenced for facilitating fraudulent DPRK-linked remote IT worker schemes
- Authorities continue targeting the financial and operational ecosystems enabling cybercrime
⚠️ BAD
- SentinelLABS identifies “PCPJack”, a new credential theft network attacking cloud infrastructure to harvest credentials and secrets
- PCPJack targets exposed services like Docker, Kubernetes, Redis, MongoDB, and RayML
- A defining lack of cryptominers in the attack points to monetization through fraud, spam, extortion, or resale of stolen access
🤢 UGLY
- Palo Alto Networks warns its customers of actively exploited PAN-OS firewall zero-day
- Internet-facing security infrastructure remains a high-priority target for attackers
- Organizations wait for incoming patch as exploitation continues in the wild
Full breakdown → s1.ai/GBU9-Wk19
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Robin retweetledi
🔥 🟣 Purple AI is here and now generally available! To learn more about the industry’s leading AI security analyst, watch the video below.
👉 Ready to transform your security operations? Get a demo: sentinelone.com/platform/purpl…
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@StockSavvyShay $S “AI Applications” The unpopular gradually becoming popular 😁
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UPDATED FIB LEVELS FOR POPULAR STOCKS
AI Utility
• $IREN $50
• $NBIS $133
• $CIFR $17
• $CRWV $103
AI Power
• $EOSE $7
• $BE $194
• $NVTS $13
• $VRT $258
AI Hardware
• $NVDA $179
• $TSM $327
• $ASML $1,247
• $MU $494
AI Applications
• $PLTR $138
• $SNOW $134
• $CRWD $433
• $ZETA $17
AI Connectivity
• $AVGO $349
• $ALAB $189
• $CRDO $151
• $MRVL $131
Agentic AI
• $NET $180
• $DOCN $112
• $FSLY $17
• $MSFT $404
Physical AI
• $TSLA $359
• $AMZN $245
• $GOOGL $307
• $ISRG $448
Space
• $RKLB $73
• $ASTS $64
• $PL $27
• $BKSY $30
Drones
• $ONDS $10
• $UMAC $12
• $AVAV $170
• $KTOS $50
Nuclear
• $OKLO $69
• $UUUU $19
• $GEV $878
• $LEU $183
Photonics
• $AAOI $123
• $LITE $655
• $COHR $252
• $AEHR $67
CPU Bottleneck
• $AMD $321
• $INTC $88
• $ARM $186
• $AMKR $56
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I have $7,500 to buy the dip…
Which stocks should I buy?
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Robin retweetledi
I wrote a letter to Emory and the Georgia Composite Medical Board demanding Dr. Fatemeh Ardeshir-Larijani's removal and the revocation of her medical license.
Her father, Ali Larijani, is a senior official of the Islamic Republic of Iran who openly calls for violence against Americans.
Her ties to the largest state sponsor of terrorism are unacceptable and serve only to erode patient safety, public trust, and national security.
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Robin retweetledi
Robin retweetledi
👀Most Watched by Yahoo Finance Users:
$META | Meta
$AMD | Advanced Micro Devices
$BA | Boeing
$IBM | International Business Machines
$NVDA | NVIDIA
$CSCO | Cisco Systems
$WMT | Walmart
$INTC | Intel
$NFLX | Netflix
$AMZN | Amazon
$BABA | Alibaba Group
$XOM | Exxon Mobil
$C | Citigroup
$GE | GE Aerospace
$T | AT&T
#stockstowatch
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@DataRepublican @CynicalPublius Exciting to watch how soon they’d come back to begging US once this round of couple of European billions depleted 🤩
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Zelenskyy doesn’t come across as a critical thinker or someone with a particularly high IQ. IMO, it’s clear he was pressured at the last minute—likely by EU leaders who made empty promises—into going into that meeting with the intent of taking shots in front of the media.
Those EU leaders, along with certain US Senators, seemed to have gambled that the Trump administration would either cave or that they could successfully pull off emotional public show of support for Ukraine.
In the end, they all just looked foolish.
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Feels like a big deal.
Kind of like after you have an argument with your spouse and then realize you were the one in the wrong, and if you didn't patch things up you were going to be sleeping on the couch for a long, long time.
Volodymyr Zelenskyy / Володимир Зеленський@ZelenskyyUa
I would like to reiterate Ukraine’s commitment to peace. None of us wants an endless war. Ukraine is ready to come to the negotiating table as soon as possible to bring lasting peace closer. Nobody wants peace more than Ukrainians. My team and I stand ready to work under President Trump’s strong leadership to get a peace that lasts. We are ready to work fast to end the war, and the first stages could be the release of prisoners and truce in the sky — ban on missiles, long-ranged drones, bombs on energy and other civilian infrastructure — and truce in the sea immediately, if Russia will do the same. Then we want to move very fast through all next stages and to work with the US to agree a strong final deal. We do really value how much America has done to help Ukraine maintain its sovereignty and independence. And we remember the moment when things changed when President Trump provided Ukraine with Javelins. We are grateful for this. Our meeting in Washington, at the White House on Friday, did not go the way it was supposed to be. It is regrettable that it happened this way. It is time to make things right. We would like future cooperation and communication to be constructive. Regarding the agreement on minerals and security, Ukraine is ready to sign it in any time and in any convenient format. We see this agreement as a step toward greater security and solid security guarantees, and I truly hope it will work effectively.
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⚠️WHICH PORTFOLIO WOULD YOU RATHER OWN FOR THE REST OF 2025?
• A: $NVDA $META $WMT
• B: $AAPL $GOOGL $TSLA
• C: $MSFT $AMZN $JPM
$SPY $QQQ
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This is the craziest shit I’ve seen in years.
$SPX closed 5867.
The 5970 calls for tomorrow are .70 cents.
The 5770 puts for tomorrow are $10 fucking dollars.
TEN FUCKING DOLLARS.
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Tesla $TSLA is now offering a 0% APR loan rate for new Model 3 and Model Y finance orders in the US when people also buy FSD according to @SawyerMerritt
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