Anders Hansen 🇪🇺🇩🇰🇬🇱

[Anders Hansen 🇪🇺🇩🇰🇬🇱 @AHansenaktie]

@PeteHegseth Pathetic shit bag - you deserve nothing but the worst

[Rod Wong, MD @docrodwong]

https://t.co/JTefWLAjUN

[Jason Luongo @JasonL_Capital]

Jensen Huang says humanoid robots are a $40 trillion market.

"The ChatGPT moment for robotics is here."

These 10 stocks have real exposure to it:

1. $OUST - Ouster

The eyes for physical AI. Q1 revenue hit a record $49 million, up 49%, shipping over 12,600 sensors at 43% gross margins. Its Rev8 lidar is going into general purpose industrial robots with FieldAI and autonomous heavy machinery with AIM. Manufacturing scaled to over 100,000 sensors a year.

[Anders Hansen 🇪🇺🇩🇰🇬🇱 @AHansenaktie]

@StockMKTNewz Me: "Uh, this guy is probably important. Maybe I can get some wise advice."
*SpaceX: 27,332,943 shares*
Me: "Yeah, I might have to look elsewhere."

[Anders Hansen 🇪🇺🇩🇰🇬🇱 @AHansenaktie]

@fifamedia Today I feel democratic. Today I feel like an unsubstantiated allegation. Today I feel like a victim.
Incredible that you managed to use almost 400 words just to say: 'We’ve distributed enough cash to the right member associations to buy their silence, so we don't care.' Idiots.

[Justin Banks @RealJGBanks]

THIS IS HOW YOU RETIRE IN THE NEXT 5 YEARS.

I’ll be following where capital flows.

This is how I believe the AI Supercycle evolves:

2026–2027: AI Infrastructure

AI demand accelerates.

Capital pours into the companies building the foundation.

• AI Compute: $NVDA $AMD $AVGO $MRVL
• Memory: $MU $SNDK $WDC
• AI Infrastructure: $VRT $SMCI $NBIS $IREN

2028–2030: Power & Grid

AI becomes an energy problem.

Capital shifts toward:
• Power Infrastructure: $VRT $ETN $PWR $HUBB
• Battery Materials: $ALB $SQM
• Copper & Grid: $FCX $TECK $SCCO
• Rare Earths: $MP $CRML $USAR
• Nuclear: $CCJ $UUUU $SMR $OKLO

2030+: Physical AI

Intelligence moves into the real world.

Capital expands into:
• Robotics: $TSLA $SYM
• Autonomous Mobility: $ACHR $JOBY
• Defense: $LMT $NOC $KTOS $AVAV
• Space: $RKLB $ASTS $LUNR $PL

Bookmark this.

The biggest winners usually come from following capital before everyone else.

[Anders Hansen 🇪🇺🇩🇰🇬🇱 @AHansenaktie]

@investseekers Maybe Zealand Pharma and DSV?

[Anders Hansen 🇪🇺🇩🇰🇬🇱 @AHansenaktie]

@StockMKTNewz Correction: According to randoms on a shit platform

[Rose Celine Investments 🌹 @realroseceline]

Thoughts on $NOW & more…

I’m ready to give my opinion on $NOW earnings. Let’s just admit that it was a pretty good quarter all around and nothing happed (or didn’t happen), it was business as usual (as it should be). They are growing fast, executing properly, and doing almost exactly what management told you they would do 90 days ago.

So what actually happened over the last 90 days? To be honest, a whole lot of nothing. We got narratives, emotions, distractions, SaaS apocalypse talk, arguments about who is disrupting who, and endless opinions pretending to be analysis. And also the stock bounced around a bit as $NOW became “amazing at $120” and “crap at $90”. When in reality nothing changed.

Businesses do not change really fast, narratives do. The truth is that a lot of people got seduced and influenced by hype, fear, greed and noise. It has only been 90 days since the “big drop”, and almost nothing fundamental has changed.

One of the greatest advantages you can have as an investor is simply operating on a longer time horizon than everyone else. While the crowd is trying to predict the next quarter, you’re trying to understand the next decade. Those are two completely different games that require two completely different mindsets, and quite frankly completely different EVERYTHING!

Yes, they just completed a huge acquisition and now they are integrating it. Purchased intangible amortization increased materially, stock based compensation increased, and margins came under some pressure. That does not mean the underlying business suddenly broke.

The market has an incredible ability to convince you that the last 90 days matter more than the previous 10 years. It doesn’t because long term wealth is usually created by correctly understanding long term economics, not by perfectly interpreting every quarterly headline.

Everyone is so zoomed in on this microscopic point in time that is largely irrelevant to the long term outcome. Have we learned nothing from Nick Sleep? What happened to destination analysis and thinking about where the business is actually going?

Narratives are seductive because they make us feel informed. They give us the comforting illusion that every price movement has a profound explanation. Most of the time they’re simply stories invented after the fact to justify emotions that already existed.

The market produces an endless stream of information but very little insight. Most of what crosses your screen every single day will have almost no bearing on what a business earns 5 or 10 years from now. Learning what to ignore is every bit as valuable as learning what to study.

If your conviction changes every 90 days, it probably wasn’t conviction to begin with. It was optimism disguised as conviction. Real conviction survives volatility because it is built on understanding, not on price action.

Perhaps the secret lies in my upcoming book (wink wink). In all seriousness, though, the best thing you can do for yourself is take a giant chill pill, relax, and zoom out. Whether you own $NOW or any other particular equity that tickles your pickle, everyone is way too hyped up over almost nothing.

Investors are constantly ready to pounce like a hungry tiger seeing a piece of meat. Every headline becomes an emergency, every quarter becomes a referendum, and every small change becomes a new grand narrative. That is not analysis. It is emotional overreaction pretending to be intelligence.

The stock market doesn’t primarily transfer wealth from the uninformed to the informed. It transfers wealth from the emotionally reactive to the emotionally disciplined. The greatest investors are rarely the ones with the highest IQ. More often than not, they’re simply the ones with the longest attention span and the strongest temperament. That’s why investing is more stomach than brain.

1/2👇

[RonnieV @TheRonnieVShow]

These stocks currently have bullish Gamma positioning after their earnings print this week.

Doesn't mean they'll all go up.

It does mean they're worth watching.

Today
$KMI • $QS • $TXN

Thursday
$NOK • $STM • $UNP • $INTC

Friday
$CHTR • $NEE • $VZ

If you're an earnings Degen then this post was made for you...

[Anders Hansen 🇪🇺🇩🇰🇬🇱 @AHansenaktie]

@ralliesarena My $NOW and $CRM are doing fucking terribly, so have no idea how Grok can be up 43 % 😆

[Dividendology @dividendology]

How Peter Lynch selects stocks:

[Shay Boloor @StockSavvyShay]

UPDATED FIB LEVELS FOR POPULAR STOCKS

AI Utilities
• $IREN $31
• $NBIS $160
• $CIFR $17
• $CRWV $67

AI Power
• $EOSE $3
• $BE $192
• $NVTS $8
• $VRT $245

AI Connectivity
• $AVGO $368
• $ALAB $251
• $CRDO $183
• $MRVL $168

AI Hardware
• $NVDA $190
• $TSM $377
• $ASML $1,713
• $MU $672

AI Applications
• $PLTR $131
• $NOW $101
• $CRWD $196
• $SNOW $259

Physical AI
• $TSLA $369
• $AMZN $245
• $GOOGL $335
• $VPG $84

Space
• $RKLB $56
• $ASTS $47
• $PL $20
• $RDW $8

Quantum
• $IONQ $26
• $RGTI $13
• $QBTS $16
• $INFQ $8

Drones
• $ONDS $6
• $AVAV $99
• $KTOS $42
• $MRCY $92

Nuclear
• $OKLO $33
• $UUUU $8
• $GEV $906
• $LEU $132

Photonics
• $AAOI $87
• $LITE $636
• $COHR $311
• $AEHR $66

CPU Bottleneck
• $AMD $467
• $INTC $88
• $ARM $242
• $AMKR $57

[Value Investing Edge @StonkValue]

AI photonics stocks have experienced a massive valuation reset from recent highs but the underlying businesses, revenue, and demand are still growing.

MATERIALS, FIBER & SUBSTRATES
$AXTI | -68%
$LWLG | -67%
$ALMU | -54%
$GLW | -43%

LASERS & OPTICAL COMPONENTS
$LPTH | -45%
$COHR | -37%
$IPGP | -33%
$LITE | -33%
$LASR | -20%

OPTICAL TRANSCEIVERS & MODULES
$AAOI | -56%
$OPTX | -50%

PHOTONIC CHIPS & HIGH-SPEED CONNECTIVITY
$SIVE | -67%
$POET | -65%
$MRVL | -43%
$MTSI | -36%
$CRDO | -34%
$AVGO | -25%

NETWORKING, TEST & MEASUREMENT
$NOK | -42%
$CIEN | -41%
$VIAV | -37%
$MKSI | -28%

[Anders Hansen 🇪🇺🇩🇰🇬🇱 @AHansenaktie]

@capde11 @realDonaldTrump Pathetic to reach out to the moron. If you get it, it's another example of the rich getting what they want.

[Anders Hansen 🇪🇺🇩🇰🇬🇱 @AHansenaktie]

@SecWar Your poor kids don't stand a chance.

[Schaeffer's Investment Research @schaeffers]

AEHR TEST SYSTEMS $AEHR EARNINGS ARE OUT!
🟢 EPS: $0.11 | Est. -$0.01
🟢 REV: $18.8M | Est. $18.7M
IMPLIED MOVE TOMORROW: ±20.91%!!

[Michel Doepke @doepke_michel]

Added $BSX and $BAX - These two stocks might be poised for a major comeback.

[Anders Hansen 🇪🇺🇩🇰🇬🇱 @AHansenaktie]

@CEOStockWatcher That's 30 insider purchases since the end of May - what is going on? 🤔

[Value Investing Edge @StonkValue]

The next wave of market winners potential to dominate entire market in 2026 and beyond:

AI Infrastructure /Data Centers
$WYFI - Small-Cap AI Infrastructure Bet
$NBIS - NVIDIA-Powered AI Cloud Leader
$IREN - AI Data Center and Compute Infrastructure
$CIFR - Bitcoin Miner to AI/HPC Infrastructure
$KEEL - Digital Infrastructure

Drones / Robotics / Defense
$ONDS - Aerial and Ground Defense Lead
$OSS - Rugged AI Compute for Defense

Space
$FLY - Launch and Space Systems Pure Play
$SATL - Earth Observation Satellite Data

Semiconductors
$PENG - AI Factory and HPC Infrastructure
$ALAB - AI Data Center Connectivity Leader
$GFS - U.S. Semiconductor Foundry Play
$AMBQ - Ultra-Low-Power Edge AI Chips
$MRAM - Specialty Memory
$VECO - Semiconductor Equipment Supplier

Photonics / Optics
$AAOI - AI Data Center Optical Networking
$AXTI - Compound Semiconductor Substrate Play
$LWLG - Next-Gen Electro-Optic Polymer Platform

Quantum / Advanced Computing
$IONQ - Trapped-Ion Quantum Computing Leader
$INFQ - Quantum Sensors and Neutral-Atom Computing

Energy
$TE - Domestic Solar Manufacturing Growth Play
$EOSE - Long-Duration Zinc Battery Storage
$AMPX - High-Density Silicon-Anode Battery Leader
$HYLN - Distributed Power / KARNO Generator
$FCEL - Fuel Cell Power + Data Center Energy