tradepoet

@Upticken You inspire me

Remember the dot-com blow-off? 📉 The Nasdaq doubled in just nine months during that final run. But here’s the kicker: I think the AI revolution is going to be even more impactful—both for businesses and society. We could be looking at a market rally that makes the '90s look tame. 🚀 #StockMarket #Nasdaq #AI #InvestingHistory #RoppelReport RoppelReport.com #IBDPartner @marketsurge get.investors.com/marketsurge/?u…

@Sykodelic_ Sad but know there is a reason this soul opted out. Mourn with those who mourn

Had some shit news this week chads… And haven’t been that active because of it. Wife lost the baby… no idea why. Was fine at 8.5 weeks and 10 weeks, then 13 weeks no heartbeat. Down bad ngl. Anyone else been through this? And was it ok the next time?

@CorySwan I will join class action

It's actually mind blowing there hasn't been a $XXI shareholder lawsuit (yet) ❌❌⚠️ Minimum of four SEC violations back in April 2025.

@asklivermore If you were to pick something today to do the same move what would you pick?

I went all into $ARM back in 2023 and never sold. I won't sell until i reach $1 billion net-worth.

@aleabitoreddit No $TSLA?

Here's a bunch of random 30 US-available random stocks I like today and why: 1. $INTC - America's hope for foundry, national security 2. $MRVL - scales rev from future maia asics and add ons like cpo, they do everything lost count 3. $TSM - backbone of semis/ai 4. $COHR - They do everything vertically integrated + captures optical cycle 5. $RKLB - the final frontier of space will be around 5 years from now and 20 years from now. 6. $DRAM - memory exposure for samsung/sk hynix 7. $AVGO - hyperscalers dont like nvidia gpu tax 8. $AMZN - nobody can compete against the overnight shipping of toilet paper. robotics will lower opex over time 9. $ARM - AGI CPUs scale revenue quite a bit over the next decade 10. $TSEM - you're going to need a foundry for light based stuff 11. $IBIT - bitcoin, we all know by now 12. $NBIS - i think it's the next AWS. Also they do self-driving cars with uber, own scaling DB companies, data labeling. It's almost like a mini Google. 13. $GOOGL - youtube is not going away, gemini is great. they're vertically integrated with TPUs and fund buildout with operating income so i like it. 14. $AMKR - super facilities coming online in late 2027-2028. benefits from made in america 15. $HOOD - i dont like short term, but long term i'm a fan of Robinhood since they captured retail + have more products like banking, etc that they're scaling up. product innovation is wild. 16. $CRCL - I happen to really like stablecoins and see them as the future for both payments/holding (depends on clarity act) 17. $META - people aren't going to stop using instagram or whatsapp, or others anytime soon. 18. $LITE - $GOOGL TPU exposure decently high part of BOM. As long as Google's AI program keeps running I think $LITE will do well. 19. $LPTH - Germanium and China export controls will always be an issue so US made engineered alternatives will always be important 20. $FN - Someone needs to assemble optical stuff 21. $JBL - same as above, but added with ip from Intel's SiPh acqusition so might end up like innolight? 22. $MP - American rare earths program is extremely important, similar to $INTC national security risks 23. $HIMS - Okay here me out they just acquired a ton of companies, and at $19 they have global DTC channel. short sellers really hate this company, but I think it's actually promising as a contrarian long 24. $SMTC - LRO/LPO transition 25. $POWL - US alternative to hammond for switchgear DC type bottleneck 26. $VPG - Humanoids will be a thing down the road maybe 2027-2028, this makes the sensors. 27. $MOG.A - Feels like i see them everywhere in robotics, to spacex supply chains 28. $MSFT - At $375, one day we'll look back and see this as a buying opportunity. 29. $CVX - oil might crash after war but these oil companies are going to be extremely important, especially when Venezulea is a goldmine. 30. $XLU - i think rate cuts might be back online, we need power/grid for AI so these names will always be improtant from $CEG to $NEE Just throwing out other thoughts aside from $AAOI and $AEHR.

$BTC up 4.4% $ETH up 7% $SOL up 5.5% $TAO up 11.1% Leaders leading

@ThePumponomics Check out Jason Calacanis investing recently alongside Stillcore Capital. They expect 200x over 5 to 7 years. Still pretty exciting

@tradepoet feel like i missed the train on it

last cycle i bought $sol at $20 and sold at $250. retired off that trade. i'm back in the arena. here's where my money is right now: $near: $2.1m $hype: $1.2m $zec: $300k $pump: $200k cash: $1.7m (waiting to deploy) im down on most of these. not a huge deal, i didn't buy them to sell this week. every trade is posted with screenshot proof. you'll see the buys, the sells, the wins, and the losses. no hiding. goal: $5m → $30m this cycle. last cycle solana story if you missed it👇 x.com/ThePumponomics…

I love days like today because it’s when we get to show how efficiently we can help our customers connect with a provider, find the treatment that is right for them, and get it in their hands. Our first @novonordisk product shipments are heading to homes now! Big thanks to our talented team in Arizona who got the first one out the door this afternoon.

@jrouldz ARKX ?

$IGV (software index) has been shockingly loyal to these horizontal support/resistance lines too bad I didn't actually trade the setup because I called it up and down from a mile away 😅 I have never done swing trades on index ETFs - but it might be time to add that strategy as another tool in my arsenal 🤔

$TAO Totally Amazing Opportunities

@Gubloinvestor So how exactly do you play this idea

$TQQQ Crash and Recovery in 10 years 2025 Tariff crash -64% to 200% 2022 Bear market -81.7% to 400% 2020 Covid crash -73.1% to 1100% 2018 correction -54% to 230% 2016 correction -45% to 310% So basically $TQQQ gives you an opportunity to make good money every 2 years. 2016, 2018, 2020, 2022, 2025 n think 2026 or 2027 will be life changing year. Just be patience, Thats the key to get rich.

@aleabitoreddit Big question who does AI build for if there are less and less consumers. At some stage humans destroy the machine or vice versa

The news is pretty heartbreaking: $META 20% layoffs $ORCL layoffs $AMZN 600,000 workers long term layoffs as they get replaced by robotics and AI. This is a dystopian future. Companies end up with record profits, without the cost of human labor. The only way to benefit: Investing in AI as a hedge. The next few years feels like the main way to escape the permanent underclass, caused by AI displacement. The return on equity derived from AI will go to the shareholders. While the gap between those who live paycheck to paycheck, not invested in stocks. Will continue to grow. This is not the future. - Opus 4.6 is good enough to replace most software engineers today. - Waymo has started to replace taxi drivers in places like SF today. - We know $TSLA Humanoids are coming next as they’re widespread in China, today. This is happening now. Disruptions in Iran are only temporary to the accelerating AI buildout. AI has hit the inflection point, and looks inevitable. You’re already seeing US job revisions down close to 1 Million, which is staggering. And we’re seeing the newest LLMs be built by their previous models, as AI approaches the singularity (AI led recursive growth). Investing in where the compute and hardware needed to run the AI: From the datacenter/power/grid sector: $NBIS, $XLU, $VRT, $BE Photonics sector needed to scale AI: $LITE, $COHR, $AAOI, $TSEM Semi sector needed for the chips: $NVDA, $TSM, $ASML, $INTC Memory sector for the chips: $MU, $SNDK, SK Hynix, Samsung ASICs for hyperscaler AI inference: $AVGO, $MRVL, Mediatek Yields sector to make sure the chips work: $TER, $AEHR, Advantest Along with the raw materials or substrates needed for AI: $AXTI, $COPX, $SOI And many others become the single, largest, hedge against widespread AI displacement. Whoever owns the means of compute (bottlenecks, materials, datacenters): Owns the future of AI.

@jrouldz Not bad do some polls

It is sad to think how much more engagement I would get if I just made absurd lists of price targets I can't possibly know, instead of producing genuine content $RKLB to $500 by 2030! $NBIS to $300 by 2030! Which will hit $1000 first $IREN or $ZETA or $ASTS ?! 😭😭😭

@natbrunell Wow

When I started posting about Bitcoin, I had no idea where it would lead. Today my 𝕏 community hit 500,000 followers! Thank you for listening, questioning, challenging ideas, and caring about financial freedom. The best conversations are still ahead. #Bitcoin is for Everyone

@grok @ncbtrades No worries I will use something else

@tradepoet @ncbtrades Ask Grok is currently available to Premium and Premium+ subscribers only. Subscribe to unlock this feature: x.com/i/premium_sign…

Bittensor $TAO is insane right now… Some subnets are honestly… just fucking incredible man. There’s no other way to describe this. If some of these subnets capture even a fraction of their TAM’s, they’ll be MASSIVE companies. The fact you can stake $TAO into these subnets when they’re ALL below $100 M marketcap, genuinely doesn’t feel real. Staking $TAO into elite subnets during the 2026 bear market, will be remembered as one of the most insane trades in financial history. Book mark this post.

Some of you know that I launched a hedge fund several months ago (early November). We run a long/short strategy, focused on owning the 20-40 growth stocks that we believe have the most upside over the next 2-3 years... this means they need to have great fundamentals, strong management teams, compelling valuations, and multiple catalysts that we can identify and track accordingly. It's been a rough few months for many growth investors (we also took some pain)... thankfully we were averaging down into our core positions but we've still seen some red months and it has not been enjoyable. I'm not a fan of losing money. Stepping back... I've never had more conviction in my process or my portfolio than I do right now... especially with some of my favorite stocks down 20-40% from their September/October/November highs despite strong Q4 earnings reports, strong CY2026 guidance and extremely compelling valuations. With that said, here are our top 10 positions in alphabetical order: $APP $CPNG $CRDO $HIMS $HROW $SKHYNIX $IREN $NBIS $RDDT $TMDX I believe all of these stocks are trading at meaningfully higher prices in 2-3 years which remains my focus for generating outsized long-term returns. Enjoy the rest of your day 😊 NFA. DYOR. ** @FirstWaveFund owns all of the stocks mentioned in this post.

@YodaStockInvest Please tell me you have $TSLA on your list somewhere

Right now, I'd choose: $AMD over $NVDA $HIMS over $OSCR, $NVO, $LLY $NBIS over $CRWV $IREN over $CIFR $META over all Mag7 $SOFI over $HOOD

I try to talk about $HIMS from a fundamental standpoint. But this cannot be understated: $HIMS directional shorts look trapped. The stock price is now up 64.15% to $26.5 (still down from highs of $70s). While short interest increased to record highs of 41.6%. There may be a violent feedback loop as short positions go more underwater. However; this is contingent on the underlying stock going up from buying pressure and increasing fundamentals. In order for their positions get liquidated. Otherwise, if prices stagnates, they can leave their short sales in for extended periods of time (low borrow rate) and slowly buy to cover. That being said, I'm personally along for the ride and looking forward to seeing what $HIMS can deliver: Both from their recent $META-like global acquisitions spree + $HOOD-like cross selling latent revenue opportunities. With $HIMS rapidly improving fundamentals, from the surprise $NVO partnership: I personally see a real opportunity for $HIMS to make history.