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[Value Investing Edge @StonkValue]

President Trump Portfolio signal's where the next biggest market theme is concentrated.

AI chips: $NVDA, $AMD, $AVGO
Software: $MSFT, $ORCL, $PLTR
Consumer tech: $AAPL, $GOOGL, $AMZN
Automation: $TSLA
Defense: $BA
Memory/semis: $MU, $INTC, $QCOM

Don't make it overcomplicated.

Next big winner's will be from:

Defense - $OSS, $ONDS
Space - $FLY, $RKLB, $SATL, $ASTS
AI Infrastructures - $IREN , $CIFR, $WYFI, $NBIS, $ALAB
Memory/Storage - $MRAM, $SNDK, $STX, $SIMO
Energy - $BE, $HYLN, $TE, $EOSE, $AMPX
Photonics - $AAOI, $AXTI, $LWLG, $AEHR
Semiconductor - $AMBQ , $WOLF, $MRVL, $PENG, $MU
Quantum - $IONQ, $INFQ, $RGTI, $QBTS
Software - $DOCN

Trade smarter and Invest Better - https://t.co/u7biod3idT

[Watcher.Guru @WatcherGuru]

JUST IN: 🇪🇺🇺🇸 European Central Bank says gold has replaced US Treasuries as the world's top reserve asset.

[Watcher.Guru @WatcherGuru]

JUST IN: 🇮🇷 Iran says pre-market news is a "reverse indicator."

"If they pump it, short it. If they dump it, go long…See something tomorrow? You know the drill."

[Oguz Erkan @oguzerkan]

Warren Buffett: “If you invest in a stock, you must be mentally ready to watch it drop 50% or even more.”

Buffett saw his $AXP drop by 83% from its highs during the 2008 crisis. He didn’t sell a single share.

It’s now a 44x position for him.

Staying dead calm is what it takes.

[Shay Boloor @StockSavvyShay]

Jensen Huang says every company will need an OpenClaw agentic system strategy by calling it “the new computer.”

He claims OpenClaw became the most popular open-source project in $NVDA history within weeks and comparing its impact to Linux reshaping the software stack.

[Wimar.X @DefiWimar]

🚨 BREAKING

FED WILL MAKE AN EMERGENCY $6.726 BILLION INJECTION INTO THE MARKET TODAY AT 9 AM ET, RIGHT BEFORE THE U.S. MARKET OPEN.

AFTER THE HUGE U.S. FINANCIAL OUTFLOW, THIS COULD BE THE START OF A MUCH BIGGER FED RESPONSE.

SOMETHING REALLY BAD MAY BE COMING...

[Watcher.Guru @WatcherGuru]

JUST IN: $3.5 trillion Goldman Sachs says stocks could see an "extreme" rally.

[Elja @Eljaboom]

THIS IS INSANE! 🤯

Someone told an AI agent to find the best trader on Polymarket and copy their bets.

18 hours later, $900 became $7,200.

We’re literally cooked.

[Watcher.Guru @WatcherGuru]

JUST IN: JPMorgan says long energy stocks and short the rest of the market until the Strait of Hormuz reopens.

[ThiccTeddy @ThiccTeddy]

HOW TO FIND OUT WHAT CALLS & PUTS SMART MONEY IS BUYING📈📉

[0xMarioNawfal @RoundtableSpace]

TRADING TOOLS ARE GETTING STUPIDLY GOOD.

Someone just built a dashboard that tracks Iran military ops and trades oil on Hyperliquid off it.

[Short Squeez @shortsqueeznews]

BREAKING: Blackstone is launching a publicly traded fund for buying data centers.

The fund will allow millions of retail investors to gain exposure to the AI data center boom.

[Crypto Jargon @Crypto_Jargon]

THIS GUY JUST EXPLAINED HOW TO BUILD AN ALGORITHMIC TRADING HEDGE FUND 🤯

FROM SCRATCH.

IN UNDER 6 MINUTES.

THIS IS ACTUALLY CRAZY.

[Evan @StockMKTNewz]

Many famous investors including Warren Buffett, Bill Ackman and a bunch more just updated their portfolios

Here are what their most recently updated portfolios look like ... A Thread🧵⬇️

Warren Buffett 🐐:

[Brian Feroldi @BrianFeroldi]

Since 1926, the stock market has crashed:

📉 1929: -86%
📉 1973: -48%
📉 2000: -49%
📉 2008: -57%
📉 2020: -34%

AND YET, it increased by 10.3% per year, or +1,400,000% over 99 years.

Ignore the noise. Invest.

[Rony @Ronycoder]

Claude FULL COURSE 1 HOUR (Build & Automate Anything)

[Blossom @meetblossomapp]

Charlie Munger only trusted one person with his money in 95 years - that was Li Lu.

Li Lu's Portfolio today:

1. $GOOGL - 22%
2. $GOOG - 21%
3. $BAC - 16%
4. $PDD - 14%
5. $BRK.B - 13%
6. $EWBC -10%
7. Others...

Charlie called him the "Chinese Warren Buffett".

[Path of Men @PathOfMen_]

Dad buys stock at $100K.

It grows to $5M.

If he sells, he owes tax on a $4.9M gain.

Instead, he puts it in a trust.

Borrows against it.

Lives tax-free.

Dies holding.

Kids inherit at a $5M basis.

IRS gets $0.

[Elon Musk @elonmusk]

In case you missed it the first time around