Albertan

[Wayne Liang @wliang]

Market is in limbo waiting for $MU today.

97% chance it’ll beat earnings. $MU itself might see the same pattern as $SNDK / $AMD. Beat, dip, rally.

But the rest of the market most likely won’t pull back further… straight back to a heavy recovery IMO.

The report itself is the catalyst that resets sentiment across the entire AI infrastructure stack.

Strong numbers + HBM4 commentary = green light for Neocloud.

Yet again, great discount across the board today - $NBIS, $CRWV, $IREN, $CIFR, with my favorite being $WYFI.

[Heisenberg @Mr_Derivatives]

$WEN is next meme stonk. According to Reddit.

Up 25% in pre.

Give me $10-$12.

[Heisenberg @Mr_Derivatives]

$RIOT up 8 days in a row and now made fresh 4.5 yr highs. Wow

[Heisenberg @Mr_Derivatives]

Nice 3.5% pop today..

Want moarr

[Heisenberg @Mr_Derivatives]

Is $NBIS the next AI name to really go?

I like it here after some of the articles I read about it.

[Albertan @Albertan747]

@Cointelegraph Depression moving onto disbelief

[Heisenberg @Mr_Derivatives]

$VIX Seasonality was true to June.

But take a peep at July…

Prepare.

[Heisenberg @Mr_Derivatives]

$PENG hit $71.50’s today off Nvidia news. Nice.

[CRYPTO Damus @AstroCryptoGuru]

It's looking rough out there ...

But You know what's not down today ?

The entire Quantum Sector

[Albertan @Albertan747]

@AstroCryptoGuru @MarsilioMusing Surprised that merc retro is actually positive for the markets

[Heisenberg @Mr_Derivatives]

$MU $JPM $META $NVDA $MSFT

Forward P/E (2027's) update:

[Wayne Liang @wliang]

People made millions when I called the entire AI/HPC run last year...

$CIFR at ~$3 to now ~$30
$IREN at ~$6 to now ~$60
$NBIS at ~$40 to now ~$280

And now I think Neocloud is heating up again.

Names like $WYFI, $NBIS, and even $WGMI ETF.

Even runners in other themes, like $ONDS at $1.

And don't forget, I also nailed:

$MU at ~$118
$INTC at ~$25

$TSM, $SNDK, $AMD, and more.

Doesn't matter what market cap...

I'll continue to share undervalued gems.

All for free, right here on X. 🫡

[Heisenberg @Mr_Derivatives]

$GOOGL -7%

How often we see a dip like this in the Googs…

Jeez

[Heisenberg @Mr_Derivatives]

$NVO Watchlist for a big breakout here from a multi yr down trendline break?

[Movies with Milan 🍿 @MilanBarsopia]

20 Thriller Movies With Twists You Won't See Coming

A thread 🧵

[Wayne Liang @wliang]

$WYFI is definitely early in its run. Great chart comparison with Nebius and $IREN.

But IMO the $WYFI / Nscale anchor reminds me more of an early stage $NBIS or $CRWV with $MSFT anchor.

It's the same playbook...

Anchor locks in revenue > validates infrastructure > attracts additional customers > scales to multi-billion valuation.

$WYFI is at the start of this pattern.

Big enough to not be too risky of a bet, and small enough (~$1.5B MC) to still become a multi-bagger.

$NBIS is ~50x away
$CRWV is ~40x away
$IREN is ~15x away

They're setting pretty clear precedent for where $WYFI is heading...

[Brandon Walker on Investing @vip92226041]

UPDATED FIB LEVELS FOR POPULAR STOCKS

🚀 Space
• $RKLB — $105
• $ASTS — $82
• $PL — $29
• $RDW — $12

⚛️ Quantum
• $IONQ — $55
• $RGTI — $19
• $QBTS — $20
• $INFQ — $13

🛸 Drones
• $ONDS — $9
• $AVAV — $169
• $KTOS — $52
• $MRCY — $108

☢️ Nuclear
• $OKLO — $58
• $UUUU — $15
• $GEV — $1,105
• $LEU — $188

💡 Photonics
• $AAOI — $160
• $LITE — $852
• $COHR — $385
• $AEHR — $112

🖥️ CPU Bottleneck
• $AMD — $530
• $INTC — $129
• $ARM — $436
• $AMKR — $88

🤖 Physical AI
• $TSLA — $400
• $AMZN — $240
• $GOOGL — $366
• $ISRG — $402

⚡ AI Utilities
• $IREN — $56
• $NBIS — $282
• $CIFR — $26
• $CRWV — $116

🔋 AI Power
• $EOSE — $72
• $BE — $326
• $NVTS — $24
• $VRT — $326

🧠 AI Hardware
• $NVDA — $208
• $TSM — $460
• $ASML — $1,926
• $MU — $1,128

📊 AI Applications
• $PLTR — $126
• $NOW — $95
• $CRWD — $682
• $SNOW — $226

🌐 AI Connectivity
• $AVGO — $406
• $ALAB — $416
• $CRDO — $266
• $MRVL — $306

Nobody is watching these names for now, but this is expected to soon change.

Don’t miss out…

[Sun Liao @sunxliao]

I freely share "early" trade setups, BEFORE they become popular on X.

$WYFI chart looks ready IMO... for those who missed my other ideas last year:

$CIFR at $3.15 (now at $29+)
$IREN at $7.52 (ran to $76+)
$NBIS at $39.12 (now at $286+)

And also $KEEL $NUAI $SLNH $WULF

[Heisenberg @Mr_Derivatives]

$PLTR "Line in the sand"

Doesn't get anymore precise with these lines...

Bulls you got work to do here.

[Albertan @Albertan747]

@AstroCryptoGuru Say hi to your buddy trump while you are there 🤣