Timo Stein

@FunOfInvesting Sure, Nebius is the highest-quality of the pack, but that doesn't necessarily mean that the stock price will appreciate the most from here. Iren may be much messier but who are we to tell which stock will be higher in the future.

Remember last week how I said I won’t touch $IREN because they have the weakest numbers and the highest dilution risk and I got hate in the live chat for it? Well… this is exactly what I meant. As more time passes $NBIS will continue to decouple from the pack. Quality shows.

@Cantal_Capital how does this look attractive? because it keeps on falling…?!?

$SOFI looks extremely attractive here Should I buy more?

@thestockwhale but this doesn’t answer my question….

@timonvest already in $USAR and $CRML

J.P. Morgan JUST said that, "rare earth magnets are in everything we use." This is the BIGGEST CLUE to buy rare earth stocks today. They are BUYING. Goldman Sachs is BUYING. Morgan Stanley is BUYING. If you want to become a multi-millionaire, buy these RIGHT NOW: 1. USA Rare Earth $USAR 2. Critical Metals $CRML 3. TMC the metals company $TMC 4. Energ Fuels (honorable mention) $UUUU 5. MP Materials $MP 6. NioCorp $NB Never miss another bull-run again. All my buy and sell signals in Discord @ stockwhale.vip.

@arv9293 @KobeissiLetter i think markets are numb now

@KobeissiLetter Right on que for futures opening in couple of hours. Going to be interesting how markets react. Interest rates are already getting into "TACO" territory

BREAKING: Iran has rejected dismantling its nuclear facilities in its response to the US peace proposal, per WSJ.

@FinanceJack44 yes, although i am holding these names as well, why would you buy sofi or meli here? why should they go up in the near term? what’s the catalyst?

Here are my current buy ratings for stocks in my portfolio: $AMD: Hold $META: Strong buy $AMZN: Hold $MSFT: Buy $MA: Strong buy $SPGI: Buy $ZETA: Hold $MELI Strong buy $ADBE: Buy $SOFI: Buy $ABBV: Hold $CELH: Buy Anything you would change here?

@StockSavvyShay I like two names not on the list: $UEC and sei-network:native

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.

@StockSavvyShay Considering selling all of these 3 stocks ;) Especially for $MELI what's the perspective? Management saying they will keep on sacrificing margins for growth. Street will continue punishing them.

MY 3 FAVORITE STOCK OPPORTUNITIES RIGHT NOW 1. $MELI | MercadoLibre MercadoLibre is the cleanest example of a stock that looks broken because the market wanted near-term EBIT while the business is clearly on fire underneath. Revenue grew 49% YoY to $8.8B, commerce grew 47%, fintech grew 51%, GMV grew 42% and Brazil items sold accelerated 56% yet the stock sold off because margins compressed as management chose to reinvest into free shipping, logistics, credit cards, 1P commerce and marketing instead of managing the quarter for the market. I think the market is trying to paint MercadoLibre as this mature retailer trying to squeeze out another 50 bps of margin but really it's still building the $AMZN + $PYPL + $XYZ logistics layer for LatAm in a region where e-commerce, digital payments, credit, ads and primary banking adoption are still years behind the U.S. 2. $SOFI | SoFi SoFi is a stock that looks broken because the market wanted the usual beat-and-raise while the business still delivered numbers that most fintechs would kill for. Revenue grew 41% YoY to $1.1B, EBITDA grew 62%, members grew 35% to 14.7M and loan originations grew 68% to $12.2B but the stock sold off because management only reiterated guidance, rate cut expectations have disappeared and the Tech Platform (Galileo) segment remains weak from the Chime offboarding. My thesis is that SoFi is still building the all-in-one digital finance platform for the next generation. The core flywheel is intact because members are growing, deposits are scaling, lending demand remains strong and ~45% of new products are coming from existing members. 3. $META | Meta Platforms Meta is a stock the market keeps treating like an AI capex problem while the actual business is becoming one of the clearest AI monetization engines in the world. Revenue grew 33% YoY to $56B, ad impressions grew 19%, ad pricing grew 12% and Q2 guidance came in stronger than expected but the stock sold off because Meta raised capex guidance by $10B and market immediately went back to the fear that Zuckerberg is overspending before the payoff shows up. I think the payoff is already showing up since AI is improving Reels ranking, video engagement, ad targeting, conversion quality, business messaging and creative performance across Facebook, Instagram, WhatsApp and Reels. Meta is using AI to make the highest-margin advertising machine on the internet more relevant, more efficient and more valuable. The common thread across all three is that the market is punishing near-term discomfort while the underlying businesses are getting stronger which is the exact kind of mismatch I like buying.

@EuphoInvestor @HolySmokas yo if you’re pushing ten stocks in a bull market seven will be good bets. he never talks about his losers

Once more I have to give @HolySmokas credit for screaming "BUY $AMD" since early 2025 while people were laughing at the stock. I'm talking about the "Advanced Money Destroyer" era. If his following predictions turn out as good... 🚀🚀 x.com/HolySmokas/sta…

@ColesTrades you mean inverse $MU ? seriously, what’s the catalyst that should turn sofi around..???

$SOFI is the next $MU

@HolySmokas you're never talking about your losers... e.g. what's going on with $FUBO ?

@WealthyReadings @golfsohard You mean bcz a memory stock is providing memory services to dementia patients, somehow....? ;)

@golfsohard There are a few of them in the list. I had the exact same reaction, went on the "no" list right away 😂

My weekly screener returned 34 stocks this week, all either starting or confirming a strong uptrend on growing volume. Future multi-baggers on this list, personally digging 7 of them. $MRAM - fabless MRAM seller with a $40M new contract in Q1-26 for a defense industrial base customer. $SIMO - NAND flash memory business beating market expectations on the current AI memory shortage $COCO - Coconut water products with beat and raise quarter (people are apparently thirsty) $CNC - Government-sponsored healthcare programs $TWLO - PaaS charging fees for voice API interactions leveraging AI services. $CEVA - Wireless connectivity pushing in anticipation of Q1 after Lenovo selected its IP for a new headset. $GTX - Automotive OEM with beat and raise quarter on new collaborations $AUR - Autonomous drive technology with accelerating scale on trucks $AXTI - InP substrate manufacturer for SiPho lasers $RSI - Online casino B2B platform with raised guidance (people gamble drinking coconut water I guess) $SANM - Electronics manufacturing services with rising demand for data center hardware $INOD - Data engineering for AI model development with a new big tech customer contract. $DGXX - Data center infrastructure operations, another crypto miner pivoting to AI $AGL - Healthcare services for seniors $EVC - Broadcasting and advertising on TV/radio $BLZE - B2B cloud storage driven by accelerating growth $OSS - Ruggedized AI servers and plug & play PCIe empty racks for harsh conditions $STRL - Civil construction and infra with semiconductor fab extension win $AAON - Air conditioning equipment considered as an AI data center play $PENG - Senior living services $AMN - healthcare workforce $TBLA - Online advertising $WEST - Turnaround narrative on coffee and tea commodities $SYNA - Fabless supplier of touch controllers and biometric sensors for core IT $BLMN - Casual dining restaurant company with improving income $CYRX - Logistics and bio-storage for life sciences and biopharma $CSIQ - Photovoltaic modules and energy solutions $RIOT - Bitcoin miner pivoting to AI compute $CCRN - Healthcare staffing and workforce management $MTSI - fab-lite analog manufacturer with growing demand for AI hardware $FLYW - Payment software and platform $KOPN - High resolution display for defense, AR/VR $BLDP - zero-emission fuel cells for buses, trucks, trains $VECO - Ion Beam systems focused on optic hardware

@PronkDaniel I don't see why one would buy $MELI here -- can you explain? Management explicitly said it will not change course in terms of margin compression and the market punishes the stock for declining margins. So how should the stock go up from here? What could be the catalyst?

Takes like this need more substance. They also remind me of every person who said $AMZN was a bad stock because it underperformed for a period. $MELI was very, very expensive in 2021. The valuation got ahead of itself. Since then, the business has grown tremendously, and now looks very cheap, imo. These posts moreso show that the price you pay matters, and tell you nothing about the future returns or quality of the business.

@Ashton_1nvests Okay, but why should go up from here? Only catalyst I can see are next earnings. But until then? If no mirarcle rate cut is happening, it will stay in the 12s-16s – or why not?

I disagree. $SOFI is in the 15’s… It should easily be in the $30’s…

@FIREDUpWealth 1 3 5 8

If you had to pick one to hold for the next 5 years, which would it be? 1, 2, 3, 4, 5, 6, 7, or 8? 1. $NVDA $GOOGL $IREN 2. $AMZN $TSLA $POET 3. $MU $META $SOFI 4. $ASTS $PLTR $RKLB 5. $AMD $MU $NBIS 6. $HIMS $SOFI $ALAB 7. $ARM $HOOD $MELI 8. $VOO $QQQM $SMH

@FIREDUpWealth Yeah, was about to add to my position here; thought these earnings were the beginning of a turnaround, but this price action today... ☠️ I don't get it; it just can't catch a breath.

@timonvest Solid earnings this quarter for $AXON

🚨 The market refuses to crash… and I’m STILL a net seller. But these 5 stocks? I’m buying them right now….even in this environment. Here’s exactly what I’m adding (and why I’m trimming semis like AMD & NVDA while rotating into beaten-down software and high-conviction names): 1️⃣ ServiceNow $NOW — Value in software 2️⃣ Axon $AXON — Strong earnings, long-term target 3️⃣ Wingstop $WING — Broken stock, NOT broken business 4️⃣ Celsius $CELH — 138% revenue growth with M&A (I bought today) 5️⃣ Mercado Libre $MELI — Top-10 conviction name for the next decade Plus my full blueprint: position sizing,, trimming into strength, and the mental game most investors lose. 25+ years of experience distilled into one video. If you’re serious about buying stocks the right way in May 2026, watch this 👇 youtu.be/Kt3yaXUJ8lk

@PronkDaniel I don't get why you'd be surprised given the last few earnings reactions.

$MELI So you're telling me every business unit in every economy is accelerating, market share and moat are deepening, and we're going to sell because margins are down? This is one of the most short-term focused markets I've been in.

@realroseceline @DrewCohenMoney You two are the best, thanks!!

Here is a link to the podcast with @DrewCohenMoney 🌹 open.spotify.com/episode/0RA09v…

@Goratamq @TheLongInvest plus, it just doesn't always follow eventually ;)

@timonvest @TheLongInvest It always “follows eventually” is easy to say until you’re the one holding waiting for eventually. The timing part is what destroys people mentally tho

$ZETA Up and to the right Share price will always follow