txngmxy
77 posts

txngmxy retweetledi

Quantum names are ripping right now after the Trump administration reportedly committed $2B to quantum computing:
• $INFQ +34%
• $QBTS +23%
• $RGTI +21%
• $QUBT +15%
• $IONQ +8%

Shay Boloor@StockSavvyShay
The U.S. is set to award $2B to quantum companies through the CHIPS and Science Act with deals structured as grants plus minority government equity stakes. Awards reportedly include: • $IBM ~$1B • $GFS ~$375M • $QBTS ~$100M • $RGTI ~$100M • $INFQ ~$100M
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txngmxy retweetledi

Stocks to Watch Before May Ends
Not a guess — based on fundamentals, trend, and valuation.
$CRWV — 99 → 182
$NBIS — 198 → 286
$IREN — 49 → 96
$HOOD — 75 → 136
$SOFI — 15 → 30
$TEM — 44 → 91
$DOCN — 148 → 238
$OSCR — 25 → 42
$VKTX — 28 → 104
$FSLY — 16 → 38
Want more high-potential breakout stocks?
Go back to the homepage, click the profile link, and send “77” to get them for free.

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txngmxy retweetledi

You've listened to me. Now you will be rewarded.
Here are the opportunities to buy:
1. Software-related stocks $IGV - $MSFT, $CRM, $NOW, $MDB, $ZETA, $DDOG, $ADBE, $ORCL, and many others
Emerging:
1. Military-defense stocks - $LMT, $GD, $RTX, $PLTR, $BA, and others
2. Healthcare - $ABBV, $JNJ, $LLY
Dip buying opportunities to buy soon (probe positions at good levels):
1. Memory - $MU, $SNDK
2. Mag 7's and honorable mentions - $AMZN, $GOOGL, $MSFT, $TSLA, $NVDA, $AAPL, $AMD, $INTC, and others
3. AI - related - $IREN, $AVGO, $QCOM, $INTC, $ARM, $NXPI, $NOK, $BB
Make sure you follow my every move. Every day the market is telling you a story.
You need to understand this so you get ahead of everyone else.
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txngmxy retweetledi
txngmxy retweetledi

$NVDA earnings tomorrow are an ecosystem event and basically a read-through on the entire physical AI supply chain:
• Cooling: $VRT
• Foundry: $TSM
• Optical: $COHR, $FN
• Power: $MPWR, $NVTS
• Packaging: $AMKR, $ASX
• Memory: $MU, $SNDK, $STX, $WDC, SK Hynix
• Interconnect: $AVGO, $ALAB, $MRVL, $APH, $CRDO

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txngmxy retweetledi

I'll only say it once. This might be the fastest way to accumulate $1 million by the end of 2026:
$AMD (Advanced Micro Devices) → $410 Must buy
$RKLB (Rocket Lab) → $122 Must buy
$MU (Micron) → $700Must buy
$INTC (Intel) → $102 Must buy
$NBIS (Nebius) → $190 Must buy
$CRCL (Circle) → $108 Must buy
I often get asked why I don't turn this into paid content, but for me, sharing stock information is just a hobby. I'm not financially struggling, so I choose to share it for free.
NFA
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txngmxy retweetledi

แนวรับ-แนวต้าน หุ้น 7 นางฟ้า สัปดาห์นี้
🛒 $AMZN รับ 250, 240 ต้าน 278, 288
🍎 $AAPL รับ 288, 278 ต้าน 310, 322
🔍 $GOOGL รับ 371, 350 ต้าน 428, 444, 477
🎮 $NVDA รับ 215, 205 ต้าน 236, 255
👥 $META รับ 578, 535 ต้าน 635, 687
🪟 $MSFT รับ 400, 386 ต้าน 440, 463
⚡ $TSLA รับ 400, 385 ต้าน 456, 474
มุมมองรายสัปดาห์ โดย InnovestX




ไทย
txngmxy retweetledi
txngmxy retweetledi

10 WAYS TO BUILD AN AI POWER PORTFOLIO
1. $OKLO effectively building the “local nuclear plant” the AI economy will require by placing reactors directly next to data center campuses for 24/7 onsite generation.
2. $BE fuel-cell onsite power play helping data centers bypass the grid with dedicated energy for AI clusters with product backlog up 250% YoY to $6B.
3. $CEG nuclear baseload backbone of the AI era with a 20-year $MSFT PPA tied to the Three Mile Island restart to supply the 24/7 carbon-free power.
4. $VST hybrid power engine of AI combining nuclear, gas & storage with a 20-year $META agreement covering 2,600+ MW across three nuclear plants.
5. $GEV industrial supplier rebuilding the U.S. grid providing the turbines, transformers & hardware every AI-driven upgrade cycle depends on with $163B in backlog.
6. $VRT infrastructure gatekeeper for AI compute controlling the cooling & power systems that $NVDA class clusters cannot run without with Q1 backlog up 80% YoY to ~$12.5B.
7. $EOSE long-duration storage solution for a grid under strain helping utilities smooth volatility as AI demand overtakes supply.
8. $NEE clean-energy arm of the AI buildout with largest renewable development pipeline in the country positioned directly into data center load growth.
9. $LEU only U.S. source of HALEU fuel making it essential for powering the modular reactors needed around future AI campuses backed by ~3B DOE contract.
10. $UUUU secures the domestic uranium supply chain by turning nuclear fuel into a national-security asset for the AI age.

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Investing in the stocks from these 9 groups could potentially make you wealthy by 2030.
Semiconductor:
1. $INTC
2. $AMBQ
3. $NVTS
4. $AMD
5. $ARM
6. $WOLF
Critical Minerals:
1. $USAR
2. $UUUU
3. $CRML
4. $MP
5. $UAMY
Space:
1. $RKLB
2. $FLY
3. $SATL
4. $PL
Energy:
1. $AMPX
2. $EOSE
3. $TE
Memory/Storage:
1. $SNDK
2. $MRAM
3. $SIMO
4. $WDC
5. $MU
6. $DRAM
Optical/Photonics:
1. $AAOI
2. $AXTI
3. $LWLG
4. $LITE
5. $COHR
Quantum:
1. $IONQ
2. $QBTS
Nuclear:
1. $OKLO
Defense:
1. $OSS
2. $PLTR
3. $ONDS
The best way to beat the general market for a long term is to pick the best ones from each sectors!
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txngmxy retweetledi
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txngmxy retweetledi

$EOSE CRUSHED THEIR Q1 EARNINGS
• Revenue: $57M vs. Est. $54M
• EPS: $0.12 vs. Est. ($0.22)
• Commercial pipeline: $24.3B (+56% YoY)
• Backlog: $645M
• Cash: $472M
FY26 Guidance
• Revenue: $350M vs. Est. $304M
The company also surpassed 6.0 GWh of discharged energy in the field and completed Line 2 FAT.

Shay Boloor@StockSavvyShay
$EOSE and Cerberus are launching Frontier Power USA to deploy American-made long-duration energy storage projects using Eos’ Z3 zinc batteries. Cerberus is committing $100M of equity, with a 2 GWh capacity reservation and projects targeting 4-16+ hour grid storage.
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