Increase

@FunOfInvesting I still say it was more of a meme pump and dump. Most everyone knew it’s wasn’t actually SpaceX. Good call on the timing tho :)

"How is $SPCE not the biggest short of our lifetimes" Next day: $SPCE -40% 🤣 We need a Bootleg / Fiesta Friday community portfolio

@stocktalkweekly You are easily the best follow on X for investing

Stop using options as a lottery tickets. Use them as wheelbarrows instead. Most people are wildly unprofitable with options, because they buy far out of the money, and don't buy enough time. For most people, over a long period, OTM 0DTEs & weeklies won't consistently make you significant amounts of money, and even if you get lucky, you won't be taking them with enough size. Once you start using options as tool to maximize buying power across multiple opportunity sets, with some conservative rules about moneyness & expiration (sub 75% IV, and ITM/ATM or less than 10% OTM, 3+ months out) the game changes.

JENSEN HUANG WAS ASKED WHO IS USING AI BETTER THAN ANYONE ELSE IN THE WORLD His answer wasn't OpenAI. It wasn't Google. It wasn't even Nvidia itself. Here's what he said on CNBC: "Nobody uses AI better than Meta." He explained that Meta went from a classical recommender system running on CPUs to a generative AI agentic system making recommendations across the entire platform. "Everything from the way social media works and the way they recommend ads and help advertisers create content has fundamentally been changed. And their earnings show it." "That's the reason why they're investing so hard. They see a much larger future potential for it." Mark Zuckerberg $META is spending $70B+ on AI this year.

@Elenadaydreams @amitisinvesting It’s news. You don’t have to repost it

@amitisinvesting Peak timeline energy: treating potential strikes like a trading alert. People might be hurt ... can we at least wait for independent confirmation before making this market drama?

IRAN ANNOUNCES THEY ARE STRIKING US MILITARY BASES IN KUWAIT. IRGC: “In response to the US strike on Qeshm Island, the IRGC Aerospace Force has struck US military bases in Kuwait with “precise and intensive missile strikes.” Oil now $95/barrel, highs of the week, futures down

@stocktalkweekly Understood. Congrats on the success. Hopefully I will be part of the group soon.

@DerrickIncrease Not an exact date yet, no, but prices will double again when I see fit.

I've been posting my returns transparently for years, and instead of simply joining the group and seeing the portfolio & multi-year trade log for themselves (fully transparent: every thesis, entry, exit & weighting) they just hate from outside the club. Jealousy is funny 😂

@stocktalkweekly Appreciate the response. Do you have a set date for when you plan on raising price again?

@DerrickIncrease Prior to 2024 I had multiple portfolios, but the log of trades is all there. Consolidated performance & full portfolio transparency is posted since beginning of 2024 for that reason.

@amitisinvesting Incredible to witness

Google just opened up the floodgates for the Mag 7 to begin doing ATM offerings. The Mag 7 used to buy back stock. Now they are dumping shares in the open market. Why? AI infrastructure. As long as the capex delivers an ROI, the market may reward it, but it looks like Google feels they have tapped the debt markets enough and now need to visit the equity markets. They also got Berkshire to buy $10B at $350, showing that Berkshire is supporting the move. This is incredible to witness...but my question is...will this give the other Mag 7 companies the freedom to do ATM offerings if the market is willing to let them? This incredible to witness. $GOOGL $META $AMZN $MSFT

@ApeStrong1122 @insiderinvests The only way this sentence makes sense is if SOFI is the only growth company you have ever paid attention to, or if you have no understanding of financial markets.

@insiderinvests $SOFI stock dilutes shareholders quicker than anything I have seen before. 🤮🤮🤮🤮🤮🤮🩸🩸🩸🩸

Holy sh*t Based on this do you think $SoFi will have a +10% day on Monday?

@livermore1913 @ChrisCamillo He’s not running a preservation focused portfolio, which is what they are discussing in the clip. Context, innit

@ChrisCamillo Dude you take 30 % option positions 😂

Who would’ve thought calling 12% Bitcoin exposure concentrated tail risk for a preservation-focused portfolio would trigger this much vengeance from maxis.

@stockswithtom @amitisinvesting Yep, while the stock moves sideways the whole time.

@amitisinvesting Are we really gonna see the biggest company in the world growing 100% yoy?

so what did people think about those $NVDA earnings they crushed as always, focused heavily on CPU TAM + capex continuing to grow stock slightly down to flat, no major reaction seems like the street liked it but just wasn’t blown away reaccelerating growth to +90% Q2 now 😳

@kylewhitegoat Disappointed in you man. I mean I always thought your bullish posts were WAY too optimistic but I appreciated the enthusiasm. This is quite the fit. Paying tuition hurts but you will learn from this. I assume you got way overexposed with options. Don’t do that.

$SOFI If you cant Get your stock up in 6 years publicly traded, get out of the Kitchen and be a CFO again might be a better fit and let another CEO create "VALUE" for shareholders We need to stop applauding leadership for running a company "well" thats 50% of the job, the other 50% is create value Theres a 100 other CEO's on wallstreet that run a company well and give the market a reason to 5X 10X their Share value over half a decade Something is deeply wrong with SOFI, I listen to all of these analyst and it keeps coming back down to EPS, 1 Million members 5 million members, 10 million members, 15 million members, 20 million members? The market is not buying it at the expenses of Balloon marketing and dilution

@amitisinvesting It’s NVDA earnings, we either stay flat or dump no matter how good the number are.

everyday at approximately 12:48PM ET the stock market remembers AI is real and we rip kinda funny how much market cap is added intraday once we flip 😂 bears are really trying…part of the selloff last few days probably is $NVDA jitters as well the market always usually gets scared before they crush, but then the market usually dumps after they crush maybe because everyone is expecting a dump on good numbers…we end up pumping? there is no way Nvidia doesn’t demolish earnings given the growth we’ve seen on every semi name so far so it’s really a question of how big the beat will be

@CNBC $KRMN

'Space has never been hotter': Analysts reveal top stock picks as investors target intergalactic gains cnbc.com/2026/05/17/top…

@NotVictorRand @KobeissiLetter Too bad you aren’t on that plane to share your wisdom and save the country

@KobeissiLetter Trump really needs to quit assuming everything is a board room negotiation. Some of these foreign actors dont give af about a deal, theyre not playing that game.

This is absolutely insane. President Trump is currently flying to China with all of the following people to request "deals" with China's President Xi: 1. Elon Musk, Tesla and SpaceX CEO 2. Jensen Huang, Nvidia CEO 3. Tim Cook, Apple CEO 4. Larry Fink, BlackRock CEO 5. Stephen Schwarzman, Blackstone CEO 6. Kelly Ortberg, Boeing CEO 7. Brian Sikes, Cargill CEO 8. Jane Fraser, Citigroup CEO 9. Larry Culp, General Electric CEO 10. David Solomon, Goldman Sachs CEO 11. Sanjay Mehrotra, Micron CEO 12. Cristiano Amon, Qualcomm CEO President Trump also says there are "many other" CEOs joining him on the trip who have not yet been disclosed. Never in history has such a trip even remotely near this scale and caliber occurred. This Trump-Xi meeting is far bigger than most realize.

@Tim_Sweeney_TAR I also prefer human music. But why tag SoFi?

$sofi Interesting music developments. When I was recording my new five songs in Nashville, I was talking to some of the session musicians, who seriously are are some of the best in the world (maybe I'll give a list of who played on my songs). Anyway, we were talking about AI generated music. About 45% of all music now is totally AI, Vocals and music, at first it sounds perfect no breaths, no breaks, no pause in the music... but it's totally soulless. Most singers use some firm of tune adjusting on a vocal note here or there, simply because it's so hard to sing perfect in a studio. You have to be so used to the slight delay in the headphones and that's not easy. I typically use one headphone so I can also hear myself in my ear at the same time. But it's much harder then singing live. The point is.... people should support musicians who actually play music that has resonance and depth. Just like you can tell when an image sits on an AI generated background. You can tell AI music. They are flooding the music market with ads and music on social media and taking away from real and talented musicians. But you will never see them actually perform.

@KrisPatel99 He’s calling for a 10x. Wonder what his timeline is.

$NOW This is very similar program that companies like $UNH $MSFT $ORCL etc... use to deepen the relationship for their respective companies and employees. The more you have employee buyin, the more likely it is for the company to focus on shareholder value creation long term. If the story was broken, employees who are on the front line, wouldn't be buying or at least not at the same rate. We saw the same thing at $UNH except they actually had some structural changes they needed to make for the market to appreciate the return to profitability. All $NOW has to prove is that their business remains strong and growth is re-accelerating for massive multiple rerating.

@DebangshaSarkar @CW8900 @fundstrat @BitMNR How does it not work? They already have the majority of their ETH staked so the profits are coming in, and they have next to zero expenses. What isn’t working?

This is damn lie. This is another scheme to extract liquidity from the retail. @fundstrat has to promote this kind of posts because @BitMNR is around $6B in loss and they are coming to the realisation that the DAT financial instruments actually don’t work. Their end result is going to be same as BlockFi and Celcius. I am not saying that DATs are illegal but their end result is going to be the same nevertheless.

$ETH has broken through the Realized price. $ETH is ending its bearish trend and transitioning to a bullish trend.

@gsurfer_saas @_Investinq @mcuban Every GPU, rack, data center is sold before or the instant it’s built/available. It’s nothing like the fiber optic networks/ telecom infra building during dot com bubble. That stuff took years to be used at full capacity.

@_Investinq @mcuban Bad business decisions destroy value faster than AI creates it. Building $725B of concrete before the tenants show up feels familiar.

Mark Cuban's raising a question that a lot of people are asking about the biggest infrastructure build in human history. @mcuban argument is that the hyperscalers are overplaying their hand. The trillion dollar data center spending numbers won't come to fruition, compute will get faster and cheaper faster than anyone expects. Companies like Apple, who've barely spent anything on their own infrastructure, will just plug into whatever exists. A lot of the money being thrown at this won't land where people think and it's a clean argument and here's what the scoreboard actually says right now. Microsoft just raised its 2026 capex guidance to $190 billion, Google revised up to $190 billion, Meta is up to $145 billion and Amazon is holding at $200 billion. Combined, the four hyperscalers are now on track to spend $725 billion on AI infrastructure in 2026 alone roughly $100 billion more than they projected just 90 days ago. Will all of this spending pay off in the end?

@BMNRBullz I’m just hoping it’s fully passed and done with by end of year. I know better than to have any faster expectations than that. Even end of year could be pushing it.

🚨 CLARITY ACT READY TO MOVE Senator THOM TILLIS says the bill is ready for markup. After weeks of delays, he’s now pushing the Senate Banking Chair to move forward. 🔹 Markup back on the table 🔹 Delays losing momentum 🔹 Pressure building in Congress The logjam is starting to break. Crypto market structure is moving again.