Jessica Thornton

Asset Management | Global Investing | Market Analysis

[NoLimit @NoLimitGains]

Moderna is up 142% today after its cancer vaccine trial with Merck hit its endpoints.

Guess who bought it in March?

Donald Trump.

[Peter DiCarlo @pdicarlotrader]

$SPCX back at short term buy zone

$130 pivot level coming up and this is a very important support

If that breaks, short term structure flips and we face back to $120

I will be waiting at $120 to go long

If I was buying now, I'd set stop loss at close under $130

[Michael Burry Stock Tracker ♟ @burrytracker]

You can't make this up

[Jessica Thornton @ACdeCespedes]

August 20:

❌ $PLTR — Don’t buy
❌ $SNDK — Don’t buy
❌ $CRWV — Don’t buy
✅ $MSFT — $470–$478
✅ $AVGO — $350–$358
✅ $MU — $945–$950
✅ $MRVL — $233–$238
I share my market views for free. Investing is my hobby.

[amit @amitisinvesting]

BREAKING: Marvell $MRVL has issued $GOOGL a warrant to buy up to 58.97M shares at $206.58, equal to about 6.7% of shares outstanding.

The partnership expands Marvel’s work to custom silicon programs that attach to the TPU ecosystem.

Jensen did say it was going to a trillion 😂

[Jason Luongo @JasonL_Capital]

BREAKING: Jensen Huang just told you exactly what you need to be buying in 2026, and it's not $MU.

It's AI infrastructure

Here are 10 companies becoming the AI factories of the future:

1. $IREN - IREN

A $9.7 billion AI cloud contract with Microsoft, another $2.8 billion in customer deals signed in July, and a 2026 recurring revenue target above $4 billion. They control the sites and the power behind the contracts - which is exactly why the contracts keep coming.

[Quiver Quantitative @QuiverQuant]

Quick update on this one....

[Jessica Thornton @ACdeCespedes]

I’m 42 years old and retired from JPMorgan. My monthly income is $125,000. Five Stocks to Watch
$NBIS— (Nebius)
$IREN— (IREN)
$CRWV— (CoreWeave)
$RKLB— (Rocket Lab)
$ASTS— (AST SpaceMobile)
I don't need to charge. I simply enjoy sharing what I'm seeing in the market.

[Robert Whitman @kentleebb]

A week ago I gave you:

$AAOI
— $94 → $152.28 (+62.00%)
$NBIS
— $187 → $259.20 (+38.65%)
$LITE
— $677.34 → $932.47 (+37.65%)
$SPCX
— $108 → $146.27 (+35.47%)
$CRWV
— $85.56 → $107.73 (+25.93%)
$MU
— $774.77 → $911.29 (+17.64%)
$SNDK
— $1,143.87 → $1,344.29 (+17.54%) $SHKY — $135.37 → $154.41 (+14.07%) Next alert dropping soon! If you are not following us with notifications turned on, you might miss our next alerts. NFA.

[0xNobler @CryptoNobler]

🚨 WARNING: SOMETHING JUST BROKE IN THE MARKETS!!

OVER $500,000,000,000.00 HAS BEEN WIPED OUT OF ASIAN STOCK MARKETS IN 30 MINUTES.

🇰🇷 KOREA: -5.1%
🇯🇵 JAPAN: -3.4%
🇨🇳 CHINA: -2.8%
🇹🇼 TAIWAN: -2.7%

GET READY FOR A HUGE U.S. MARKET CRASH TODAY...

[Evan @StockMKTNewz]

GAVIN BAKER PORTFOLIO UPDATE

This is what Gavin Baker's public stock portfolio looked like as of the end of Q2

- SpaceX $SPCX: 27,332,943 shares, $4.67B
- Micron $MU: 711,364 shares, $821.1M
- Meta Platforms $META: 402,770 shares, $226.9M
- Cerebras $CBRS: 3,110,086 shares, $687.3M
- Astera Labs $ALAB: 1,216,795 shares, $587.7M
- Ciena $CIEN: 688,521 shares, $337.8M
- Credo $CRDO: 1,129,285 shares, $307.1M
- Palo Alto $PANW: 876,954 shares, $299.1M
- Unity $U: 10,245,819 shares, $292.8M
- Coherent $COHR: 642,101 shares, $253.3M
- NVIDIA $NVDA: 1,249,291 shares, $250.0M
- Amazon $AMZN: 969,629 shares, $231.1M
- CoreWeave $CRWV: 2,124,845 shares, $211.5M
- Google $GOOGL: 488,296 shares, $174.5M
- Twilio $TWLO: 720,338 shares, $148.6M
- Amphenol $APH: 640,069 shares, $112.9M
- Akamai $AKAM: 910,583 shares, $107.6M
- Affirm $AFRM: 1,273,050 shares, $103.8M
- GitLab $GTLB: 3,373,169 shares, $103.0M
- Intel $INTC: 663,802 shares, $92.7M
- Semtech $SMTC: 551,214 shares, $89.2M
- Cipher Digital $CIFR: 3,586,409 shares, $87.9M
- Tesla $TSLA: 204,275 shares, $85.9M
- Dick's Sporting Goods $DKS: 375,118 shares, $85.1M
- Wayfair $W: 843,860 shares, $78.0M
- Ambiq Micro $AMBQ: 877,123 shares, $77.4M
- Samsara $IOT: 2,308,649 shares, $74.9M
- ACV Auctions $ACVA: 9,903,239 shares, $71.2M
- Compass $COMP: 5,658,421 shares, $69.8M
- Wix $WIX: 1,458,458 shares, $66.2M
- Mastercard $MA: 93,629 shares, $48.1M
- PDF Solutions $PDFS: 658,536 shares, $46.6M
- ServiceTitan $TTAN: 542,092 shares, $38.3M
- Ferguson Enterprises $FERG: 147,759 shares, $35.1M
- Nokia $NOK: 2,524,974 shares, $33.5M
- Rogers Corp $ROG: 189,311 shares, $31.0M
- Natera $NTRA: 104,385 shares, $28.3M
- Warby Parker $WRBY: 698,903 shares, $21.2M
- Veeco Instruments $VECO: 237,919 shares, $18.0M
- Nebius $NBIS: 64,125 shares, $17.7M
- INNIO: 348,696 shares, $13.8M
- EquipmentShare $EQSH: 217,131 shares, $4.3M
- Taboola $TBLA: 835,026 shares, $4.2M
- Quantinuum $QNT: 39,853 shares, $3.3M
- Fervo Energy: 9,959 shares, $0.3M
- BitGo $BTGO: 29,611 shares, $0.15M

Options contracts:
- Invesco QQQ Trust put options $QQQ: 3,200,000 contracts, $2.36B
- Meta Platforms call options $META: 1,200,000 contracts, $675.9M
- Cerebras Systems call options $CBRS: 700,000 contracts, $154.7M

[Insiderwave @insiderwave]

🚨JUST IN

Nvidia Corporation revealed their latest holdings in the recent 13F filing.

It includes 8 different publicly traded companies

Including a massive new position in a recently IPO’d stock:

[Alex Mason 👁△ @AlexMasonCrypto]

🚨 WARNING: 99% OF PEOPLE WILL MISS THIS

SpaceX will become the biggest retail opportunity of this cycle.

In 2016, Tesla acquired SolarCity.

Over the next five years, Tesla pumped 3,300%.

$10,000 → $330,000

Now SpaceX plans to merge with Tesla.

But this is NOT just a space merger.

SpaceX is now an AI company after merging with xAI.

- SpaceX brings xAI, Grok, Starlink, satellites, and global data infrastructure.
- Tesla brings autonomous driving, robotics, energy, and public-market liquidity.
- Together, they will create the most powerful AI ecosystem in the world.

This could become one of the BIGGEST events in modern stock market history.

And now the stakes are much higher than they were with the SolarCity merger.

Reminder: I’ve called every major market top and bottom for the last 15 years, including the tops in Gold and Silver, the collapse in Oil, the SpaceX drop, and Bitcoin’s crash.

When I start buying SpaceX, I’ll post it here publicly like I always do.

Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.

[Ash Crypto @AshCrypto]

$430,000,000,000 erased from the US stock market at open as 30Y bond yield hits a 19-year high.

[Evan @StockMKTNewz]

GOOGLE $GOOGL JUST UPDATED ITS STOCK PORTFOLIO

This is everything Google owned as of the end of Q2

SpaceX $SPCX: 551,189,500 shares
Planet Labs $PL: 35,248,893 shares
AST SpaceMobile $ASTS: 8,943,486 shares
CME Group $CME: 3,484,020 shares
ARM Holdings $ARM: 1,960,784 shares
Revolution Medicines $RVMD: 2,946,619 shares
Freshworks $FRSH: 16,206,643 shares
Parabilis Medicines $PRBX: 4,919,498 shares
Tempus AI $TEM: 1,551,102 shares
GitLab $GTLB: 2,724,712 shares
UiPath $PATH: 7,034,337 shares
Ethos Technologies: 3,622,604 shares
Prime Medicine $PRME: 16,562,498 shares
Fervo Energy: 1,760,732 shares
PayPay Corp: 3,125,000 shares
Maze Therapeutics $MAZE: 1,388,583 shares
Relay Therapeutics $RLAY: 1,410,029 shares
BridgeBio Oncology Therapeutics $BBOT: 2,823,126 shares
Oscar Health $OSCR: 481,988 shares
Beam Therapeutics $BEAM: 321,604 shares
Vera Therapeutics $VERA: 241,264 shares
Sana Biotechnology $SANA: 2,812,500 shares
Monte Rosa Therapeutics $MRSN: 372,474 shares
Lyell Immunopharma $LYEL: 293,256 shares
Figma $FIG: 215,582 shares
Spero Therapeutics $SPRO: 889,979 shares
Hyperfine $HYPR: 898,720 shares
Autolus Therapeutics $AUTL: 698,262 shares

[Michael Burry Stock Tracker ♟ @burrytracker]

New: Thiel Macro (Peter Thiel's fund) just dropped their Q2 2026 13F

Thiel showed zero holdings for two straight quarters and now Thiel is back with a reported ~$419M portfolio

Top holdings:

• Amazon $AMZN: 28.2%
• Vista Energy $VIST: 18.1%
• Vistra $VST: 14.1%
• American Electric Power $AEP: 10.1%
• DTE Energy $DTE: 9.6%
• FirstEnergy $FE: 9.5%
• CMS Energy $CMS: 9.4%
• X-Energy $XE: 0.9%

For context: Thiel co-founded PayPal and Palantir, was the first outside investor in Facebook, and runs Founders Fund, which was the first institutional money into SpaceX

[Nancy Pelosi Stock Tracker ♟ @pelositracker]

If you wanted to copy his trades, good luck with that

Rep. Shri Thanedar (D) bought up to $50,000 of MicroStrategy $MSTR and disclosed it 406 days late

He sits on the Agriculture Subcommittee on Digital Assets, the exact committee that wrote the CLARITY Act deciding how bitcoin gets regulated

He voted for it while sitting on this position undisclosed

Sold for a +121% gain and disclosed 296 days later

The penalty for both: $200

[The Macro Paper @macropaperr]

🚨 US BOND MARKET IS IN COMPLETE MELTDOWN

US 10Y bond yield hit 4.75% today, its highest level since January 2025.

US 20Y bond yield hit 5.33% today, its highest level since October 2023.

US 30Y bond yield hit 5.34% today, its highest level since June 2007.

And this is now putting pressure on the US government.

Treasury Secretary even said that the government will do anything to stop the yields from rising.

Currently, the Fed can't do rate cuts and aggressive QE to bring yields down, as inflation is way above the 2% target.

This means any attempt to bring yields down could ultimately put pressure on the stock market, triggering a crash.

[DANNY @Danny_Crypton]

🚨 DON'T BUY $SPCX HERE

The bounce is real.

But this is NOT the accumulation phase yet.

The post-IPO roadmap is still playing out almost exactly as expected:

→ IPO Launch: $224
→ 45 days: $168
→ 125 days: ~$102
→ Final bottom zone: ~$50
→ 250 days: recovery begins
→ 300 days: $318+

Right now, $SPCX is still inside the post-IPO distribution phase.

The recent squeeze doesn't change the bigger setup.

Short interest collapsed, forced selling is still coming through future unlocks, and the market still needs time to flush out the remaining IPO froth.

We've seen this before.

Facebook dumped 54% after its IPO as lock-up fears crushed the stock.

Then something changed.

Good news couldn't save it before the bottom.
Bad news couldn't kill it after the bottom.

That's exactly the transition I'm watching for with $SPCX.

My plan is simple:

I’m NOT chasing this bounce.

I expect the real bottom to form after the remaining distribution is exhausted.

That’s where accumulation begins quietly.

And if this roadmap plays out, the move AFTER the bottom could be much bigger than anything we've seen so far.

I'm flat. My bids are set.

The moment I make my first $SPCX buy, I'll post it here in real time.

I called the 2025 $BTC ATH and the move to $60K.

The next entry matters more than the next exit.

Turn notifications on so you don’t miss my next market call.

[Michael Burry Stock Tracker ♟ @burrytracker]

Breaking: Michael Burry has disclosed his updated positions

He:
• Added to Nebius $NBIS shorts at $247
• Added to Micron $MU short at $924
• Added to Oracle $ORCL short at $152
• Added to Semiconductor ETF $SOXX shorts
• Added to Mercado Libre $MELI longs at $1850
• Added to Zoetis $ZTS long at $73.60

Michael Burry said "Nebius is what the top of a boom looks like" expecting the AI crash is incoming