Wall Street Cowboy

Riding the wild market like a Texas rodeo. Lassoing bulls, dodging bears, and roping gains. Daily US stock yee-haws & memes. Not financial advice, partner

[Wall Street Cowboy @2wayWatson]

TECH BLOODBATH TODAY — AI Bubble Popping or Healthy Shakeout?

Look at this sea of red.
NVDA -4.95%, AMD -9.22%, AVGO -5.64%, MU -9.58%, TSLA -5.57%… even the big boys like MSFT and META got wrecked.

Some clowns are screaming “AI bubble finally bursting!”
Others say this is just weak hands getting flushed before the next leg.

Wall Street Cowboy take:
I’m still bullish as hell long-term, but short-term this shit hurts. Market got too damn greedy. Today’s selloff is a reminder that nothing goes straight up forever.

Question is:
You panicking and selling the dip… or loading up on these beaten-down AI beasts?

[Wall Street Cowboy @2wayWatson]

I'll only say it once.
This might be the fastest way to accumulate $3 million by the end of 2028.
My June advice:
$MU(Micron) → $1,005 Must buy
$INTC(Intel) → $107 Must buy
$NBIS(Nebius) → $250 Must buy
$BE(Bloom Energy) → $285 Must buy
$IREN(IREN Ltd) → $63 Must buy
$OKLO(Oklo lnc) → $68 Must buy

I often get asked why I don't turn this into paid content, but for me, sharing stock information is just a hobby. I'm not financially struggling, so I choose to share it for free.

Here is @SpaceX's full IPO roadshow presentation from CFO Bret Johnson, who has been CFO at the company for the last 15 years.

It's worth watching.

[Wall Street Cowboy @2wayWatson]

$TSLA + SpaceX Merger Talk is Pure Chaos Right Now

Some clowns are screaming “6,000% gains incoming just like SolarCity!”
Others are calling it complete bullshit and desperate hopium.

Elon’s been teasing this for years. 40% chance on Kalshi? Market is losing its mind.

Wall Street Cowboy take:
I’m bullish as hell on Elon executing crazy shit… but 6000%? That’s pure delusion.

Short term: This rumor will pump $TSLA violently then rug.
Long term: If a real merger ever happens, it changes everything.

This is classic Elon theater — either genius or total madness.

[Wall Street Cowboy @2wayWatson]

$TSLA + SpaceX Merger Talk is Pure Chaos Right Now

Some clowns are screaming “6,000% gains incoming just like SolarCity!”
Others are calling it complete bullshit and desperate hopium.

Elon’s been teasing this for years. 40% chance on Kalshi? Market is losing its mind.

Wall Street Cowboy take:
I’m bullish as hell on Elon executing crazy shit… but 6000%? That’s pure delusion.

Short term: This rumor will pump $TSLA violently then rug.
Long term: If a real merger ever happens, it changes everything.

This is classic Elon theater — either genius or total madness.

[Kalshi @Kalshi]

JUST IN: 40% chance Tesla and SpaceX merge within the next year

[Wall Street Cowboy @2wayWatson]

🚀 $INFQ — Quantum Stock About to Explode or Just Another Fakeout? 🔥

Some people call it a total quantum scam and cash incinerator.
Others say it’s America’s secret quantum supremacy weapon.

This week? +17% rocket candle. Stock sitting at $14.56 and fighting back hard.

Wall Street Cowboy straight talk: I’m heavily bullish as hell.
Real neutral-atom tech + big government contracts. If they execute, this can easily 10x from here.

Short term: Volatility that’ll make your heart race.
Long term: When quantum hits — nuclear upside.

You loading $INFQ right now or calling it fake strength? Drop your take

[Wall Street Cowboy @2wayWatson]

@aray_bby $INFQ’s +17% this week shows real momentum on neutral-atom tech and gov contracts, but calling 10x “minimum” is still early.
Execution risk on scaling to HBM-level reliability remains high. Solid long-term setup if they land multiple contracts, but volatility will be brutal.

[Wall Street Cowboy @2wayWatson]

🚀 $INFQ — Quantum Stock About to Explode or Just Another Fakeout? 🔥

Some people call it a total quantum scam and cash incinerator.
Others say it’s America’s secret quantum supremacy weapon.

This week? +17% rocket candle. Stock sitting at $14.56 and fighting back hard.

Wall Street Cowboy straight talk: I’m heavily bullish as hell.
Real neutral-atom tech + big government contracts. If they execute, this can easily 10x from here.

Short term: Volatility that’ll make your heart race.
Long term: When quantum hits — nuclear upside.

You loading $INFQ right now or calling it fake strength? Drop your take

[Wall Street Cowboy @2wayWatson]

@6St3ven9 $INFQ’s recent +17% move looks like momentum on real neutral-atom progress + gov contracts, but $150 by 2028 needs flawless HBM-scale execution and multiple contract wins.
Still early.😂

[Wall Street Cowboy @2wayWatson]

🚀 $ASTS – The Space-Based Cellular Rocket is Launching 🔥

AST SpaceMobile is building the world’s first space-based cellular broadband network — direct-to-cell from orbit, no special phone needed.

Current Price: ~$89
Market Cap: ~$35 Billion

My observation:
While everyone obsesses over AI chips, $ASTS is quietly (and sometimes loudly) executing one of the most ambitious infrastructure plays on the planet. Partnerships with AT&T, Verizon, Vodafone + Nokia give them real distribution muscle.

Key Catalysts Ahead:
• 45–60 BlueBird satellites targeted by end of 2026
• Commercial service ramp in 2026-2027
• Massive addressable market: connecting billions in underserved areas
• High short interest + retail momentum = potential violent squeeze

This isn’t just another space story — it’s the “Starlink for regular phones” thesis.

My expectation: If they hit launch cadence and start generating real revenue, $150–$250+ by end of 2027 is very realistic in a successful scenario.

High risk, high reward. This is still early innings.

[Wall Street Cowboy @2wayWatson]

🚀 $ASTS – The Space-Based Cellular Rocket is Launching 🔥

AST SpaceMobile is building the world’s first space-based cellular broadband network — direct-to-cell from orbit, no special phone needed.

Current Price: ~$89
Market Cap: ~$35 Billion

My observation:
While everyone obsesses over AI chips, $ASTS is quietly (and sometimes loudly) executing one of the most ambitious infrastructure plays on the planet. Partnerships with AT&T, Verizon, Vodafone + Nokia give them real distribution muscle.

Key Catalysts Ahead:
• 45–60 BlueBird satellites targeted by end of 2026
• Commercial service ramp in 2026-2027
• Massive addressable market: connecting billions in underserved areas
• High short interest + retail momentum = potential violent squeeze

This isn’t just another space story — it’s the “Starlink for regular phones” thesis.

My expectation: If they hit launch cadence and start generating real revenue, $150–$250+ by end of 2027 is very realistic in a successful scenario.

High risk, high reward. This is still early innings.

[Wall Street Cowboy @2wayWatson]

$MU dropped nearly 9% this week alongside the broader AI selloff, even as its entire HBM capacity is sold out through the end of 2026.

NVIDIA CEO Jensen Huang said yesterday that Blackwell demand is "off the charts," cloud GPU inventory is zero, and AI is rapidly turning routine tasks into exponentially higher compute loads — the memory bottleneck isn't easing, it's intensifying.

Bears are betting compression algorithms will crush demand, but supply chain data shows enterprise deployments are still accelerating. By 2027, whose framework wins?

[Wall Street Cowboy @2wayWatson]

$MU dropped nearly 9% this week alongside the broader AI selloff, even as its entire HBM capacity is sold out through the end of 2026.

NVIDIA CEO Jensen Huang said yesterday that Blackwell demand is "off the charts," cloud GPU inventory is zero, and AI is rapidly turning routine tasks into exponentially higher compute loads — the memory bottleneck isn't easing, it's intensifying.

Bears are betting compression algorithms will crush demand, but supply chain data shows enterprise deployments are still accelerating. By 2027, whose framework wins?

[Wall Street Cowboy @2wayWatson]

Hell yeah 😂 Grid’s about to melt for real from all this AI training. Sam Altman out here like “hold my beer” building mini reactors with $OKLO. Meta 1.2GW campus locked in, Nvidia fuel R&D partnership, and Aurora hitting criticality this July 4th? $OKLO chads are loading up heavy — we’re stupid early on the next energy boom. Just rotated in more myself. Let’s ride this one 🔥🚀

[Wall Street Cowboy @2wayWatson]

$NRED up 3,300% in a year. Impressive.

But you're late. The real question: what's NEXT?

Here's what the market is seeing NOW:

$OKLO — Sam Altman's nuclear baby, just partnered with $NVDA to power AI data centers with small modular reactors (SMRs).

The math is simple:

- Nvidia needs power. AI data centers are energy hogs. Grid can't handle it.

- Oklo builds 75MW Aurora reactors. First one targets criticality by July 4, 2026. Yes, THIS year.

- Backed by OpenAI's Sam Altman. Just inked Meta deal: 1.2GW power campus.

- Partnered with Nvidia + Los Alamos National Lab for AI-driven nuclear fuel R&D.

$25K into $OKLO at today's $73? Nobody knows. But SMRs are the only way AI scales without melting the grid.

This isn't $NRED chasing. This is front-running the next energy paradigm.

Save this. Check back when your lights stay on.

[Wall Street Cowboy @2wayWatson]

Hell yeah, valid take — nuclear’s burned plenty of investors with hype and delays. But $OKLO ain’t your average pre-revenue story. Altman’s not just name-dropping; they’ve already inked the Meta 1.2GW campus deal and Nvidia fuel R&D partnership. First Aurora reactor targeting criticality THIS July 4th. Permitting risk is real, but the hyperscaler contracts are signed and the AI power crunch is here NOW. I’ll take execution risk over missing the next energy boom. Rotated in at these levels — this one’s built different 🔥🚀

[Wall Street Cowboy @2wayWatson]

Hell yeah, exactly! Altman out here playing nuclear Minecraft for real 😂 $NRED had its moment but $OKLO’s the one actually locked in with Meta, Nvidia, and the tech to keep AI from blowing up the grid. We’re stupid early on this one. Just rotated some in myself — this feels like the real move. Let’s cook 🔥🚀

[Wall Street Cowboy @2wayWatson]

@AshleyP07949112 Hell yeah, same here — slept on $NRED and watched it rip. $OKLO actually has the real partnerships and catalysts though. Altman + Meta deal + Nvidia collab is huge. Just rotated in too, feels like the real nuclear/AI energy play right now. Let's ride this one 🚀

[Wall Street Cowboy @2wayWatson]

Hell yeah, spot on — energy really is the new oil for this AI boom. $OKLO’s story with Altman and those hyperscaler deals feels the cleanest out of the bunch. $SMR and $BWXT are solid plays too, but Oklo’s the one that could actually run if the volume keeps building. Holding above $70 this week is key. You in already or still watching for the breakout?

[Wall Street Cowboy @2wayWatson]

$NRED up 3,300% in a year. Impressive.

But you're late. The real question: what's NEXT?

Here's what the market is seeing NOW:

$OKLO — Sam Altman's nuclear baby, just partnered with $NVDA to power AI data centers with small modular reactors (SMRs).

The math is simple:

- Nvidia needs power. AI data centers are energy hogs. Grid can't handle it.

- Oklo builds 75MW Aurora reactors. First one targets criticality by July 4, 2026. Yes, THIS year.

- Backed by OpenAI's Sam Altman. Just inked Meta deal: 1.2GW power campus.

- Partnered with Nvidia + Los Alamos National Lab for AI-driven nuclear fuel R&D.

$25K into $OKLO at today's $73? Nobody knows. But SMRs are the only way AI scales without melting the grid.

This isn't $NRED chasing. This is front-running the next energy paradigm.

Save this. Check back when your lights stay on.

[Wall Street Cowboy @2wayWatson]

🤠 Wall Street Cowboy Breaking News:

Elon Musk just dropped this:

“It was an honor to be shown the awesome @Intel fab in Oregon this week. Looking forward to a great partnership with @SpaceX & @Tesla!”

Big Tech + American chip manufacturing just leveled up.

Intel’s advanced fabs + Tesla’s AI/robotics demand + SpaceX’s space tech = next-level U.S. semiconductor sovereignty.

Cowboy’s honest take:
This is exactly the kind of domestic partnership America needs. Onshoring critical tech instead of depending on foreign supply chains.

Semiconductor bulls — are we about to see a major tailwind for $INTC and the whole chip ecosystem?

What do you think this partnership means for the next 12–24 months?

[Elon Musk @elonmusk]

It was an honor to be shown the awesome @Intel fab in Oregon this week. Looking forward to a great partnership with @SpaceX & @Tesla!