Vih Sat

5 industries creating the next Millionaires: Photonics - $AAOI $AXTI $AEHR $POET $LWLG Space - $RKLB $ASTS $SATL $BKSY Robotics - $TSLA $SYM $TER $VPG Defense Tech - $KTOS $AVAV $ONDS $UMAC AI Infra - $NBIS $IREN $WULF The pattern is simple: Disruptive themes → Bottlenecks → Leaders → Assymetric returns. That’s the Disruptive Edge Framework. And follow the right people on X.

Top data center infrastructure stocks 📝 Grid + power generation • $GEV — GE Vernova • $CEG — Constellation Energy • $VST — Vistra Corp • $BE — Bloom Energy • $BW — Babcock & Wilcox Enterprises • $NVT — nVent Electric Core electrical + cooling • $VRT — Vertiv Holdings • $ETN — Eaton Corporation • $FIX — Comfort Systems USA • $POWL — Powell Industries • $AMSC — American Superconductor Buildout + EPC • $PWR — Quanta Services • $STRL — Sterling Infrastructure • $AGX — Argan Inc. • $PRIM — Primoris Services Corporation • $EME — EMCOR Group • $IESC — IES Holdings

I ran Stan Weinstein's Stage Analysis screen across the entire US market. 531 stocks are currently in confirmed Stage 2 uptrends. Here are my top 25 names - some will surprise you. Follow this thread 🧵

IBD Sector Leaders $AGI $APH $ANET $AVGO $FIX $FGI $KGC $MRX $ORLA $TSM $TFPM $VRT $WPM

@kadir_xau Ebook

This is the VOLUME PROFILE and it made me my first $100k in profits 💸 100% mechanical. You only need 1 candle and that's it. Take 2 mins to copy my strategy:🧵👇

THIS THREAD IS FLYING UNDER THE RADER Volume by price tells us what PRICE LEVELS have high volume vs low volume. That information gives us a true edge Here's how I use it👇

$HUN $DD $CC $CE ... These chemical stocks look good!!👍👍... for now....

$TTMI $CLS $FLEX $FN ... The electrical contractors group looks good... "what’s in the bahx?” The lone wolf is Celestica....for now

The Kyoto Aquarium in Japan keeps a wall-sized flowchart tracking the romantic relationships, breakups, and drama between their penguins. They update it every year. Red hearts mean couples. Blue broken hearts mean it’s over. Purple lines with question marks mean it’s complicated. Yellow means friendship. Green means enemies. One female penguin reportedly ended six relationships in a single year. The comment under her photo, translated from Japanese, described her as “basically demonic.” Another penguin was caught dating someone 17 years older who also turned out to be their great aunt. And penguins who get broken up with sometimes refuse to eat. Apparently the staff say wing-flapping means flirting, grooming each other means it’s official, and if a penguin steals another penguin’s egg… well, it’s exactly what it looks like.

@Aagan86 @YogeshShende @irfhabib @TheRupali @iamyusufpathan No - you are a dumb "journalist"

@YogeshShende @irfhabib @TheRupali @iamyusufpathan are you dumb, or pretending to be one?

She was born and raised in Mumbai Her father shifted to Mumbai long before TMC came to power. What connection does she have with Bengal except the surname? What struggles is she talking about? @TheRupali has learnt the art of giving fake bhashan from Paw Paw

@SamantaMajumder @joysamcyborg @AdityaMenon22 🙄🙄

@joysamcyborg @AdityaMenon22 Under Modi's rule, India also has become an on-call prostitute of America and Israel. Modi is a disgrace to India.

How did Pak endear itself to Trump despite being China's ally? Why did this happen after Op Sindoor? How does Pak have pact with Saudi yet be acceptable to Iran as mediator? If Indian experts are truly patriotic, they'll analyse these questions rather than blabber like juveniles

@advsanjoy Laudu - Pakistani role was supplying rooms in Serena Hotel and the catering. The guys who can't speak to Afghanistan (next door) and were copy pasting US statements on Twitter were doing mediation between US and Iran (real war is indirectly with china)? - Absurd/laughable 😂

Pallo both Iran and US have thanked Pakistan and placed on record that they have tried their best. Khikhi is playing ambulance ambulance in Siliguri!

@BeeboBhua @SupriyaShrinate @gauravsinghPB

@SupriyaShrinate @gauravsinghPB India planned a solo trip for Pakistan, but Pakistan turned it into a luxury cruise for the USA and Iran. Now India is standing at the dock with a suitcase and no ticket. 🚢

The world, including India will bear the consequences of the collapse of talks between the US and Iran. Continued conflict doesn’t just endanger peace it means supply disruptions. For India - LPG shortages, higher fuel prices, and a fertiliser crunch for farmers.

@PrishaSargam Isi Pakistani account? 😂

When you Start loving your country, You will automatically start hating BJP.

@nareshbareth India was competing with China up until the mid 1980s .....by 2000 China was far far ahead and India had their "sovereign socialist secular" drama ..

Before Modi Ji became PM,India was competing with China. After Modi Ji became PM,India started competing with Pakistan. By the time Modi Ji will leave PM post,India will be competing with Somalia.

High-Momentum Leaders: 34 Stocks Showing Expanding Relative Strength. 70% of them are from technology sector this week. $DAL – Airlines $STZ – Beverages - Brewers $CIEN – Communication Equipment $LITE – Communication Equipment $ASTS – Communication Equipment $NOK – Communication Equipment $SNDK – Computer Hardware $WDC – Computer Hardware $ANET – Computer Hardware $STX – Computer Hardware $VRT – Electrical Equipment & Parts $BE – Electrical Equipment & Parts $GLW – Electronic Components $FLEX – Electronic Components $CLS – Electronic Components $AU – Gold $AGI – Gold $PAAS – Gold $COHR – Scientific & Technical Instruments $LRCX – Semiconductor Equipment & Materials $ENTG – Semiconductor Equipment & Materials $TER – Semiconductor Equipment & Materials $Q – Semiconductor Equipment & Materials $TSEM – Semiconductors $GFS – Semiconductors $ARM – Semiconductors $AMD – Semiconductors $MU – Semiconductors $INTC – Semiconductors $MRVL – Semiconductors $NBIS – Software - Infrastructure $SATS – Telecom Services $VIK – Travel Services $CCJ – Uranium Note: Hottest Stock Screener Chapter 3.2, jfsrev.substack.com/my-trading-too… @finviz_com

The best technical risk on, risk off indicator in the market, especially if you’re a trend follower like me, is the weekly MACD (6,20,9). Once MACD crosses down and price loses its uptrend, just wait for the first weekly close with a MACD up cross. That’s your confirmation. You don’t need breadth. You don’t need sentiment. You don't need NAAIM. You don't need COCK data. You don't need an over complicated dashboard. You don’t need any other indicator. All of these things are noise. You only need PRICE and MACD. Don’t believe me? Go back and look for yourself across any time period, then be the judge. MACD is a timing tool. This concept applies across all timeframes, even intraday, where it helps you dial in precise entries while aligning with higher timeframe key levels. It took me five years of relentless study and commitment to continuous improvement to boil risk on down to something this simple. If you follow a system like this with discipline, and you aren’t already, your results should go parabolic. Hope this helps. Let me know if you have questions.

THE 4 BIGGEST GROWTH THEMES OF 2026 Photonics / Optical AI • $LITE - Lumentum • $AAOI - Applied Optoelectronics • $COHR - Coherent • $AEHR - Aehr Test Systems • $LWLG - Lightwave Logic • $CIEN - Ciena Nuclear & Grid Scarcity • $OKLO - Oklo • $SMR - NuScale • $GEV - GE Vernova • $LEU - Centrus Energy • $VST - Vistra AI Compute Hosting • $IREN - IREN • $NBIS - Nebius • $CIFR - Cipher Mining • $WULF - TeraWulf • $HUT - Hut 8 Space Economy • $RKLB - Rocket Lab • $ASTS - AST SpaceMobile • $LUNR - Intuitive Machines • $BKSY - BlackSky • $SATS - EchoStar • $SIDU - Sidus Space Retail will chase hard soon.

Half the power transformers in America are dead. Not aging. Not old. Past their useful life. Running on borrowed time. JP Morgan just classified the US power grid as a national security risk. 50% of distribution transformers are past end of life. Two-thirds of transmission lines are over 25 years old. The backbone of American electricity was built before the internet existed. Now AI needs more power than the grid can physically deliver. Data centers consume 3-4% of US grid capacity today. By 2028 that number hits 10%. And nearly half the data centers scheduled to open this year have already been delayed or canceled. Not because of money. Because there isn't enough electricity. The wait time for a single large power transformer is five years. Critical components are still sourced from China. The most valuable companies on earth are trying to plug into infrastructure that was built when Eisenhower was president. Trump just mandated that AI data center companies produce their own power. Diesel generators. Solar. Batteries. Microgrids. The government is telling trillion-dollar companies to build their own electrical grid because the country's grid can't handle them. OpenAI paused a £31 billion data center project in the UK because electricity costs were 4x higher than the US. The AI buildout isn't bottlenecked by compute. It's bottlenecked by the physical inability to move electrons from a wire to a building. $1 trillion in US grid investment is expected through 2035. A trillion dollars flowing into one sector over 9 years. Almost nobody in retail is positioned for it because "power grid" doesn't sound like a growth story. It's the biggest growth story in the market right now. Where I'm putting money. Transformer manufacturers are the bottleneck play. Eaton (ETN), Hubbell (HUBB), and GE Vernova (GEV) build the transformers, switchgear, and grid equipment every utility and data center needs. Five-year backlogs mean five years of locked-in revenue. Not speculative demand. Booked demand. Quanta Services (PWR) and MasTec (MTZ) physically build transmission lines and grid infrastructure. Every dollar of the $1 trillion spend flows through contractors like these before it reaches the ground. Utilities in data center corridors are printing. Dominion Energy (D) serves Northern Virginia, the largest concentration of data centers on earth. NextEra (NEE) is building renewable capacity specifically to serve data center contracts. Natural gas producers benefit from Trump's mandate directly. If data centers build their own power with gas turbines, they need fuel. EQT is the largest natural gas producer in the US and trades at a fraction of what an "AI-adjacent" label would give a software company. The AI trade has been NVDA and hyperscalers for 3 years. The next leg is the physical infrastructure that makes AI possible. Wires. Transformers. Gas. Concrete. The unsexy stuff nobody talks about because it doesn't have a chatbot attached to it. The market is always changing and you don't have the time to track it. I've decided to run a 100% FREE webinar to discuss market moves and how to adapt and make money from real world events. Link is in comments.