Roy Middleton

My some favourite stocks for the past few years investing 📈and the percentage % up since 1. Nebius group nv $NBIS 54% 2. Asts space mobile $ASTS 56% 3. Advance micro devices $AMD 145% 4 rocket labs $RKLB 86% 5. Meta $META 193% 6. Applied digital $APLD 72% 7. Ondas $ONDS 50%

@JUST_KAWS $100 soon as I saw Tesla was using $INTC I loaded up more before the government got in

$INTC Do you see $50 or $100 coming first?

@QC_Capitals I used income shares of AMD and that pays me dividends every month more risk if you don’t understand it

If you could only own one ETF for the next 5 years, what would it be?

@chronicles_anna My favourite green fruit juice

Summer hasn’t officially started yet, but my fresh little table already has. 🌿✨

@DividendDrip Stock picks are good definitely worth keeping long term

@DividendDrip Some prob have the same assets maybe have a look and break down what you think is best and keep them ones

Thoughts on this portfolio? 6 large ETF holdings: $VWRP $VUAG $VUKG $VFEG $VHYL $CNX1 With $MSFT, $GOOG, $JPM As individual stocks. This individual is 23 years old, and started 2 months ago. I like the fact ETF’s are used, but feel there’s too many here.

@DivIncomeBcast Amd for sure been in since 86$

If you were to expand the Mag 7 into the Mag 8, which company would be your pick? Some of my top candidates; •$AVGO •$LLY •$TSM •$AMD •$BRK.B

@HunterAllen4 Let it compound well done 👏

UPDATE IM DUMB AF & JUMPED THE GUN I got paid 80$ 😅 Still not great but it’s progress ILL TAKE IT KEEP GRINDING WE DIGRESS

THE PHOTONICS ROTATION Almost nobody is watching photonics. As AI clusters scale, copper hits physical limits and the next bottleneck becomes optical infrastructure. Here are 15 names positioned for it: 1. $LITE owns the laser + optical switching side of the trade and is one of the cleanest pure plays on AI optical demand. 2. $COHR wins from lasers, modules, and networking hardware that power hyperscale AI infrastructure and cloud expansion. 3. $AAOI is one of the best ways to play AI optical transceivers with major hyperscaler demand for 800G and 1.6T connectivity. 4. $SIVE benefits from the push toward faster semiconductor-to-optical integration as AI infrastructure scales. 5. $MRVL controls a huge part of the DSP + interconnect story with optical networking chips and high-speed connectivity. 6. $AVGO sits at the center of AI networking through switching, custom silicon, and optical interconnect demand. 7. $ANET is the Ethernet backbone moving massive AI workloads across hyperscale clusters and data centers. 8. $GLW supplies the specialty glass + fiber needed for the optical transport layer behind AI infrastructure. 9. $JBL benefits from building and scaling the actual hardware behind networking systems and optical modules. 10. $AEHR wins from burn-in + testing demand as AI ASICs and high-power optical hardware move into production. 11. $POET is focused on lower-cost optical engines designed to improve efficiency inside AI data centers. 12. $LWLG is pushing next-gen polymer photonics that could make optical communication faster and more efficient. 13. $QCLS brings exposure to advanced laser systems supporting precision photonics and next-gen optical demand. 14. $LPTH provides specialty optics and photonic components tied to industrial, defense, and AI-driven systems. 15. $ALAB gives exposure to the connectivity + infrastructure side helping AI clusters scale faster. Most people won’t care until these are already up 100%.

@FelixHopkins7 I’m hoping I can transfer my work pension into it

Anyone got access to the Trading 212 SIPP?

@FelixHopkins7 Chuck smh in there

End of the week Portfolio Update 🌆: Pie overall finished flat but a couple bigger movers: - Vusa up 4.85% from the start 📈 - FTSE Japan down 3.87% 📉 I'm debating whether to cut this Pie in half on Monday as I believe there is too much going on. To many overlaps. Full list of Efts bellow How did your portfolio do?

@FelixHopkins7 When I first started just before covid I was buy penny stocks great land gold 😂 but my first purchase was Tesla back just before covid I started and now have a 100% on my max

What was your worst investment ?

@EdFrosty500 Keep up the great work bro 👊 you got this

I’m 10% of the way there! Thank you 🤞🤣

@rayyela @EdFrosty500 Made a new account bro the other one I was saying stuff about agenda 20 30 stuff and didn’t wanted to be seen for it aha

@EdFrosty500 I don’t really own many uk stocks I’ve always had us stocks and I’m up 43% 1y

UK inflation news not good but to be expected. Red again today? 📉📈

Here’s how the VanEck Semiconductor ETF $SMH has performed each full year since 2016 2016: +35.53% 🟢 2017: +38.44% 🟢 2018: -9.04% 🔴 2019: +66.86% 🟢 2020: +55.54% 🟢 2021: +42.14% 🟢 2022: -33.52% 🔴 2023: +73.37% 🟢 2024: +39.08% 🟢 2025: +49.17% 🟢 2026: +21.31% 🟢 (so far)

@redchistar @DudeWhoInvests Amat I’ve got

@roy_midd @DudeWhoInvests $SMR $UNH $NXE $AMAT

Opportunity at generational wealth missed once again. 😞 How many times will this happen. $SNDK

@antibearthesis Nbis

If you were forced to invest $10,000 today Are you choosing $NBIS or $SOFI? You must hold 5 years…

How Data Centers Stay Up? (2026 AI Edition) What’s it like to build a fully functional data centre in the AI age? 1. Power Distribution Gear that stabilizes, routes, and manages electricity (switchgear, PDUs, transformers, etc.). Tickers: $ETN · $VRT · $SBGSY · $ABB 2. Backup Power Instant failover when the grid fails—critical for 99.999% uptime. Tickers: $GNRC · $CAT · $ETN · $VRT 3. Cooling & HVAC The biggest bottleneck for AI racks. Air + advanced liquid/direct-to-chip systems to stop servers from melting. Tickers: $VRT · $CARR · $TT · $EMR 4. Server Cabinets & Compute Hardware Racks, enclosures, storage, networking—where the GPUs live. Tickers: $HPE · $DELL · $SMCI · $VRT 5. Building Automation Panels, sensors, energy monitoring, KNX/BMS for facility-wide control. Tickers: $SBGSY · $LEGR · $CSCO · $VRT 6. Security Systems Fire protection, cameras, access control, firewalls, and cyber hardware. Tickers: $FTNT · $PANW · $CSCO · $SIEGY A data center is basically a mini-city: power plants + cooling plants + automation + security + dense compute… all in perfect sync, optimized for AI workloads. That’s why infrastructure leaders here (especially $VRT, $ETN, and cooling/power specialists) are among the biggest AI beneficiaries right now—riding hyperscale buildouts and liquid cooling transitions.

@RetailKingsETF My bets are on ionq

WHAT A DAY FOR QUANTUM • $QBTS +23% • $IONQ +21% • $RGTI +14% • $INFQ +6%

@LEAPTRADER_ 💯 I would add asts space mobile and rocket labs

The businesses I’m most optimistic about for the next 2-3 years: $PLTR $SOFI $NBIS $IREN $AMZN $HOOD $TSLA $NVDA $AVGO $META $AMZN How about you?