Tej
749 posts


@Mj4Stocks Crazy, someone said kids born now do not need to learn driving… Might be happening sooner
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$TSLA Future is here!
Here is a glimpse
Elon Musk@elonmusk
Cybercab with no steering wheel or pedals driving around Austin
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@_charan_04 Max 3 in certain cases 5… I have notifications for only 5 people
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@spluscollective Padhi magha masallo kanidhi okka sunya masam lo em avthadhi cheppu 😝
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$ORCL Either 200ma or Covid lows will offer a sharp bounce.

Heisenberg@Mr_Derivatives
$ORCL is down 41% just in the month of June alone. And we still have two more days to go for the month. This is some dot com level kinda crash ish. Wild
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@CStats9 Yes. Holding all the 2x is not a long term strategy. Need to be aware of the volatility decay.
I only use it when I think a stock is at a dirt cheap valuation or showing technical signs of a breakout.
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$2,000,000 in a month is something I never thought in my wildest dreams would be possible.
I continue to be shocked not just by the market we are in, but how predictable it is and the duration of the run.
Yes I am fully aware this will not last forever, the investing style I have taken as of late is not long term sustainable, but I am adapting to the moment and trying to take full advantage.
Previously I had an account with a lot of followers
I would post investment thesis, research philosophies and even AI investment training materials…. I am actually very proud of those as I know I helped a lot of people.
But the account became a barrier to me using some of my strongest market intuition skills, being agile, operating quickly on new information and being in tune with the market.
Nothing pisses off followers more than someone who posts an investment thesis then changes their mind shortly after.
Just look at our friend @daniel_koss, who is called a grifter by many because he regularly pivots, but somehow manages to continue booking meetings with executives of public companies… both can’t be true. And I’m pretty sure the public company executives can figure out which is which.
I found myself holding onto positions longer than I wanted because I felt I owed it to my followers to stay even when I would have rather moved to names with strength that were in trend at the moment.
In a market like this, moves happen fast, and chasing strength has been consistently rewarded.
X seems to over-value accounts sticking with investments and resent those who move quickly… even if the latter significantly outperforms.
I’m pretty sure my bank will take my checks from my quick moves.
Here is what I see in the market moving forward.
2025 and early 2026 rewarded the small/mid cap emerging companies who became critical parts of the ai cycle. Companies like $be $crdo $alab $nbis $iren $aaoi $mu and others came out of nowhere to become some of the most important in the world.
Those of us who were early made explosive gains taking risk while others called it a bubble. We layered into options and had 500%-1000% years.
I believe the rest of 2026 is about leaning into strength with leverage.
Memory, connectivity and energy will continue to outperform. Winners will grow by 50-100% and we already know who they are. There are now simple tools to add leverage. 2x ETFS can hurt you but they are simple and offer high liquidity and strong returns. If you’re in tune with the market you can use them to outperform.
I don’t see the value in trying to find the next small cap to explode right now, that was 2025.
Missing the moves of the clear winners just isn’t worth chasing those high risk opportunities.
Personally my head is in one place…. Can I get one more double. $10,000,000 means I’m done forever.
Most of this is in my Roth so it’s tax free, I’m still 39 so can’t access most of it but I found a tax code (72T) that allows me to pull before 59 without penalty if I want…. So I basically have a call option on it.
Overall I don’t think we will see as many explosive moves as we saw the last year, but using leverage on the cleaner opps offers a lower risk way to get the same value. Frankly I think it’s easier.
Last piece. I’ve got a tiny following here. I just want to be clear that I plan to move quickly and aggressively with little explanation for it.
If you follow a move of mine please understand I could fully unload that position 24 hours later. I don’t want any misconceptions about what I’m doing right now.
I’ve been researching this space essentially 24/7 for 18 months and I’m just trusting my conviction weekly on where the best value for my cash at any given moment is. I’m really just rotating about 15 names as charts and themes get hot or cool off. I see no reason to stop.
I really hope everyone is taking advantage of this. It’s a life changing opportunity that we won’t see again for a long time.



Tech Observer@J5jayfive
Made some big changes yesterday. $MU
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@Mj4Stocks Lmao 🤣 I am still holding this , either I sell at 80 or it goes to zero
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Look at this similar setup!
It broke out 5 days and then gave up.

MJ@Mj4Stocks
$IWM Great short in making imo. Either here or let it break out from here like couple of days.. then adding short is high r/r.
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@Mj4Stocks By above 260 retest or 270 above to 300 … That’s it, don’t trust it below the levels
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$QCOM
Qualcomm dropped a full data center playbook today, pushing hard beyond phones into agentic AI across edge-to-cloud.
Dragonfly CPU portfolio launches with C1000 in 2028 , efficient inference focus.
Meta locked in multi-gen deal as first hyperscaler CPU customer.
Microsoft Azure taking HBC platform + accelerators (samples mid-2027).
Memory edge : New High Bandwidth Compute (HBC) tech ditches pricey HBM for cheap mobile-style memory. Delivers 18x-54x effective bandwidth jumps, 6x better bandwidth-per-watt vs GPUs, and way lower TCO. Breaks the memory wall.
FY2029 non-handset revenue to $40B. Data center >$15B. Auto to $10B (pipeline $65B). EPS >$18. Handsets shrink to ~1/3 mix.
Added Modular acquisition for full software stack (compiler/inference) to challenge CUDA. Expanding robotics, industrial, Physical AI + 6G.
This is real news, credible hyperscaler traction + smart memory/power play.
NVIDIA/AMD still lead on raw GPU muscle, but QCOM bets on efficiency + open stack for scale. Others chase similar anti-NVIDIA angles, yet Meta deal adds instant proof.
My take: Solid long-term pivot cutting handset/Apple/China risk while riding AI wave. HBC memory trick could be a differentiator in power-hungry inference era, but 2027-28 ramps and software wins will decide it. Ambitious targets but execution matters most. Volatile name, high reward if it sticks.
What do you guys think?
MJ@Mj4Stocks
$QCOM I will be in the game till the lower trendline and green line holds!
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$MU PEG went back to 0.06. This is absolute cinema 😂
The kind of hate I got when I said it would go 1000+... 1400 is a no-brainer and then we will see.

First Fellow@spluscollective
There is nothing Micro about 'Micro'n. Change it to Megatron. I thought what else they could do to surprise the market, they did it again. Guidance!
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Using this opportunity to close $MRVL at 288.
Down to two names now.
MJ@Mj4Stocks
Closed $ICHR $CRWV $TER Only active positions are MRVL and ASTS If they loose LOD then I will cut them too.
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