CompoundingX

CompoundingX

[Flow God @FL0WG0D]

Noteworthy flow from yesterday
(OI Confirmed)

$ORCL 207.5 Call (6/12) - $2.7M @ 12.29
$NVDA 212.5 Call (6/12) - $3.7M @ 6.86
$NBIS 320 Call (7/17) - $5M @ 11.81
$AA 85 Call (7/17) - $1.1M @ 3.55
$SNOW 290 Call (7/17) - $3.4M @ 7.18
$NOK 15 Call (8/21) - $5.1M @ 2.59
$CIFR 26 Call (9/18) - $1.8M @ 5.17

[Anp🅰️nman @spacanpanman]

Hey $GOOG shareholders, what’s $ASTS and why is it the largest public holding?

[Sandeep Anand @SanCompounding]

🚨 A new ETF just filed that’s a pure bet on the photonics buildout: $LYTE

📈Roundhill - Same ETF shop that ran $DRAM to $1B AUM at fastest clip. Now- Photonics & Optics ETF. Holdings not disclosed yet.

But the prospectus tells you exactly what’s getting in — if you read the fine print, let me break it down for you🧵

Here’s the part that matters : there’s one hard rule in the filing:
⛔️A company needs ≥50% of revenue from photonics/optics to qualify.
That single number tells you who’s in and who’s out. 👇

✅ CLEARS the 50% bar (the pure-plays):
$LITE — optical transceivers, 1060nm VCSELs
$COHR — lasers + optical components
$AAOI — datacenter optics
$POET — silicon photonics interposer
$IPGP — industrial fiber lasers
$CIEN — optical interconnect systems
$CRDO — AI interconnect
$SIVEF — InP lasers & Optic components
These are the core of the fund.

The sleeper angle nobody’s talking about: 🇨🇳
The prospectus explicitly builds in Chinese exposure — China A-Shares + VIE structures.
It says outright: the fund “invests significantly in the securities of Asian issuers.”
A US-listed photonics ETF with deliberate mainland exposure. Unusual.

Why that matters??
Some of the most aggressive optical-component scaling is happening in Asia.
$LYTE isn’t ignoring it — it’s writing A-shares into the strategy doc.
That’s a geographic edge most US investors won’t have on day one

Bottom line:
$LYTE = the first pure-play photonics ETF
↳ 50% revenue screen = real pure-plays only
↳ Pure-plays in, conglomerates out
↳ Built-in Asia/China exposure 👇

[CompoundingX @8startup]

@YoYInvestor Biggest issue with $ONDS is frequent dilution and upcoming 800 million to 1.2 billion share count increase to fund acquisitions and scale its autonomous systems platform.

[Futurist | 10x Disruptive Stocks @futurist_lens]

Capital is flowing exactly where the government wants growth.

Bookmark this.

Photonics → $AAOI $AXTI $AEHR $LITE
Space → $RKLB $ASTS $LUNR $PL
AI Inference → $AMD $ARM $INTC $RMBS
Power Semis → $VICR $NVTS $MPWR $ON
AI Infra → $NBIS $VRT $IREN
Energy → $BE $CEG $VST
Robotics → $VPG $SYM $OUST
Defense → $ONDS $KTOS $AVEX
Rare Earths → $MP $UUUU $USAR

The biggest money is made paying attention early.

[Michael | Hypermarkets @itsmichaelluu]

$SOXL is up 1500% since CHATGPT started in 2022.

1 month ago, $DRAM (memory ETF) launched and its up 100% (this one you're super early).

Here's the easiest way to 10x-20x since there's 10 super ETFs in AI:

1. $CHPX → AI semiconductors and quantum chips powering the next generation of compute.

Now: ~$90 | 5-year target: ~$500

2. $AIQ → Broad AI and big data exposure including the memory chipmakers most funds ignore.

Now: ~$62 | 5-year target: ~$720

3. $BOTZ → Robotics and automation bringing AI into the physical world.

Now: ~$42 | 5-year target: ~$120

4. $SOXL → 3x leveraged semiconductors for those with high conviction on the chip supercycle.

Now: ~$177 | 5-year target: ~$1200

5. $DRAM → Pure-play memory chips, the critical bottleneck for AI training and inference.

Now: ~$53 | 5-year target: ~$700

6. $DTCR → Data center REITs collecting rent from hyperscalers spending $350B on AI build-out.

Now: ~$30 | 5-year target: ~$150

7. $AIPO → AI power infrastructure. Grid upgrades, energy generation, and data center operations.

Now: ~$33 | 5-year target: ~$250

8. $GRID → Smart grid modernization. The global power network being rewired for AI demand.

Now: ~$200 | 5-year target: ~$800

9. $PAVE → Physical construction. The contractors, materials, and equipment building it all.

Now: ~$58 | 5-year target: ~$150

10. $AIS → Full AI supply chain mapped from the ground up using a Bill of Materials approach.

Now: ~$64 | 5-year target: ~$180

11. $TCAI → Hard AI infrastructure. Compute, power, networking, and contracted cash flows.

Now: ~$49 | 5-year target: ~$300

12. $CHAT → Generative AI pure-play actively rotating into the companies winning the software layer.

Now: ~$87 | 5-year target: ~$320

Listen carefully, pick 3-4 you like then buy and hold. My favorite one is $DRAM and $SOXL. You're still super early because AI will last about 12-15 years.

♻️RESHARE this post and make 1 comment and I'll DM you the option contract to buy for FREE.

[InvestmentGuru @InvestmentGuru_]

These are 10 of the strongest and most liquid sector ETFs in market right now—good for long-term exposure and sector rotation:

1. Technology
$XLK – Technology Select Sector SPDR
Best for mega-cap tech, AI, software, cloud
Why: biggest tech leaders exposure

2. Semiconductors
$SOXX – iShares Semiconductor ETF
$SMH – VanEck Semiconductor ETF
Best pure AI hardware play
Semis remain one of the strongest subsectors

3. Financials
$XLF – Financial Select Sector SPDR
Banks, insurance, capital markets
Strong during rate stability cycles

4. Energy
$XLE – Energy Select Sector SPDR
Oil, gas, energy infrastructure
Energy has been among the strongest sector performers in 2026

5. Industrials
$XLI – Industrial Select Sector SPDR
Defense, aerospace, machinery, logistics
Strong for infrastructure & manufacturing themes

6. Healthcare
$XLV – Health Care Select Sector SPDR
Pharma, biotech, devices
Defensive + growth blend

7. Consumer Discretionary
$XLY – Consumer Discretionary Select Sector SPDR
Retail, EV, consumer growth
High beta growth exposure

8. Communication Services
$XLC – Communication Services Select Sector SPDR
Meta, Google, telecom, streaming
Strong digital ad trend

9. Cybersecurity
$CIBR – First Trust Cybersecurity ETF
Fast-growing niche tech theme

10. Utilities / Power Infrastructure
$XLU – Utilities Select Sector SPDR
Power grid, electricity demand
Important AI infrastructure theme as power demand rises

My high-growth favorites (2026–2030):

Semis ($SOXX/ $SMH)
Tech ($XLK/ $VGT)
Industrials ($XLI)
Energy ($XLE)
Cybersecurity ($CIBR)

If your focus is disruptive growth, I’d rank them:

Semis > Tech > Industrials > Energy > Cybersecurity > Financials > Healthcare > Utilities > Consumer > Communication

[Lin @Speculator_io]

The market is waking up to how strategic rare earths really are.

$UAMY United States Antimony +20.34%
$USAR USA Rare Earth +17.88%
$IPX IperionX +15.25%
$AREC American Resources +12.08%
$CRML Critical Metals +11.86%
$UUUU Energy Fuels +10.41%
$TMRC Texas Mineral Resources +9.68%
$MP MP Materials +7.73%
$NB NioCorp +6.99%
$TMC TMC the Metals Company +6.50%
$IDR Idaho Strategic Resources +5.75%
$PPTA Perpetua Resources +5.22%

[Ethan Trader @sandra836544639]

I'll only say it once.
This might be the fastest way to accumulate $1 million by the end of 2026:
$LWLG (Lightwave Logic) → $13 Must buy
$CIEN (Ciena) → $510 Must buy
$NOW (ServiceNow) → $88 Must buy
$MP (MP Materials) → $63 Must buy
$IONQ (IONQ Inc) → $42 Must buy
$UNH (UnitedHealth) → $360 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.

NFA

[Futurist | 10x Disruptive Stocks @futurist_lens]

https://t.co/dxRanLCaUs

[Ray Myers @TheRayMyers]

New $NBIS Deep Dive!

- Business Model
- Colocation vs Bare Metal
- AI Cloud
- Valuation
- Valuation Model
- Competitors ($IREN $GOOGL $AMZN $MSFT $CRWV)
- More!

https://t.co/VD3uqvlEP9

[Athu Invests @athuinvests]

Most people still don’t understand Photonics like they understand Memory & GPUs/CPUs.

Think how much upside is still left. 😉

Stocks like $SIVE, $AAOI, $TSEM, $AXTI, $AEHR, $IQE, $SOI are yet to be uncovered by many.

We are in the early 2022-23 NVIDIA moment for Photonics, surely.

That’s why I am holding some of these stocks until 2028-29.

[Michael | Hypermarkets @itsmichaelluu]

In 2 years, BE spiked 2100% from $10 to $220.

Right now, Data centers is 7% of total US power demand and will increase 20% in a decade.

Top 20 stocks with exact same set-up as BE:

1. FLNC (Fluence Energy)
Grid-scale battery storage stabilizing renewable power for AI campuses.
Buy zone: $11–$14 key support where buyers historically step in.

2. EOSE (Eos Energy)
Long-duration zinc batteries providing 8–24hr AI data center backup.
Buy zone: $5–$7 discounted near 52-week lows before AI contract momentum.

3. SMR (NuScale Power)
Only NRC-certified small modular reactor for clean AI baseload power.
Buy zone: $8–$11 strong demand floor before nuclear policy catalysts hit.

4. NNE (NANO Nuclear Energy)
Portable microreactors delivering off-grid power directly to AI campuses.
Buy zone: $18–$22 near 52-week low before DOE contracts accelerate.

5. UUUU (Energy Fuels)
Domestic uranium and rare earth mining fueling America's AI-era reactors.
Buy zone: $16–$19 consolidation zone before uranium supply squeeze reprices.

6. LTBR (Lightbridge)
Advanced nuclear fuel rods boosting reactor output for AI power demand.
Buy zone: $10–$13 proven technical support before commercial fuel contracts begin.

7. MIR (Mirion Technologies)
Radiation detection systems keeping AI-era nuclear power plants operating safely.
Buy zone: $14–$17 sitting near 52-week low; analysts target $28–$30.

8. IONQ (IonQ)
Quantum computing platform optimizing AI workloads and energy efficiency. (my favorite)
Buy zone: $33–$38 key support level it bounced hard from in March.

9. PLUG (Plug Power)
Hydrogen fuel cells providing clean zero-emission backup for AI server farms.
Buy zone: $1.50–$2.50 deep value after earnings turned positive in Q4.

10. SHLS (Shoals Technologies)
Electrical balance-of-system hardware connecting solar farms to AI grids.
Buy zone: $5–$7 oversold after selloff; analysts still targeting $9–$12.

11. ARRY (Array Technologies)
Solar tracker systems maximizing cheap daytime energy feeding AI grid storage.
Buy zone: $5–$7 off 75% from highs on temporary 2026 outlook miss.

12. NRGV (Energy Vault)
Gravity and battery hybrid storage anchoring renewable-powered AI data centers.
Buy zone: $2–$3.50 just turned EBITDA positive with AI data center deals.

13. STEM (Stem Inc)
AI-driven software optimizing battery dispatch for data center grid participation.
Buy zone: $7–$9 first-ever positive EBITDA gives floor ahead of re-rate.

14. CNP (CenterPoint Energy)
Regulated utility expanding transmission capacity serving high-growth AI demand zones.
Buy zone: $28–$32 strong base where dividend yield becomes highly attractive.

15. CLNE (Clean Energy Fuels)
Renewable natural gas infrastructure offering low-carbon AI backup power fuel.
Buy zone: $1.50–$2 near multi-year lows before LNG demand surge hits.

16. UEC (Uranium Energy Corp)
In-situ uranium recovery supplying domestic nuclear fuel for AI-era reactors.
Buy zone: $5–$7 low-cost producer positioned before domestic uranium mandate.

17. AROC (Archrock)
Natural gas compression services enabling steady fuel supply for AI data centers.
Buy zone: $20–$24 pullback into prior base before gas demand re-accelerates.

18. RUN (Sunrun)
Distributed solar and storage forming virtual power plants for AI grid relief.
Buy zone: $6–$8 washed out on rate fears; virtual grid narrative not priced in.

19. TPVG (TriplePoint Venture Growth)
Venture lending to clean energy startups powering the AI infrastructure buildout.
Buy zone: $3.50–$4 high yield entry before clean energy lending cycle turns.

20. PWR (Quanta Services)
Electric grid construction contractor building the infrastructure every AI data center needs.
Buy zone: $30–$35 multi-year support before $50B grid backlog fully reprices.

Remember, these have 2000%–5000% potential just like OKLO. When it ran from $7 to $170. My favorite is IONQ first public quantum company to exceed $100M in annual revenue, guiding $225–$245M for 2026, with $3.3B in cash and zero debt. It's operating at a fundamentally different scale than the others, which is why it's already broken above $40.

♻️ RESHARE this post and share 1 comment, and I'll DM you my analysis for LITE, POET and LWLG.

[Gaetano @crux_capital_]

https://t.co/TRMCyUbjlc

[Babyfolio @babyfolio]

https://t.co/pIgOgAB5vr

[Deedy @deedydas]

Every single one of the 103 companies Jensen called AI Native today.

[Caesar Capital @CaesarCapitalz]

🚨 12 photonics & optical semiconductor stocks:

Key players in materials, substrates, components, manufacturing, testing, lasers, and foundry services powering AI data centers and high speed optical networks.

1) $ALMU - Aeluma: Develops scalable optoelectronic and photonic devices by integrating high performance III-V materials on large diameter silicon wafers for sensing, AI, defense, and quantum applications.

[M. V. Cunha @mvcinvesting]

🚨 JUST IN:

$NBIS signs new AI infrastructure agreement with $META.

Total contract value of up to ~$27B.

Under the five-year agreement, Nebius will provide $12B of dedicated capacity across multiple locations, based on one of the first large-scale deployments of the NVIDIA Vera Rubin platform. Nebius will deliver this capacity starting early 2027.

Furthermore, in connection with access to these NVIDIA Vera Rubin deployments, Meta has committed to purchase additional available compute capacity across certain upcoming Nebius clusters up to a total of $15B over a five-year period. Nebius currently intends to sell this capacity to third-party customers of its AI cloud business, with remaining capacity to be purchased by Meta.

"We will continue to deliver."

- Arkady Volozh, Founder and CEO of Nebius

[Sundar Pichai @sundarpichai]

Congrats India on winning the ICC Men's T20 World Cup! chose the wrong game to go watch:) what a stadium and atmosphere. Well played to the other semi finalists, SA, Eng and Nz!! Also so exciting to see the game expand to so many countries and congrats to ICC for a great tournament!

[Satya Nadella @satyanadella]

Congratulations to Team India on a fantastic T20 World Cup win 🇮🇳 Tough luck today, New Zealand.

@Jaspritbumrah93, once again a match winner when it mattered most. @IamSanjuSamson, what a tournament and what an impact. Absolutely incredible.