$MU is a $400 stock trading at $900
$SNDK is a $800 stock trading at $1400
$META is a $2000 stock trading at $680
$NVDA is a $500 stock trading at $200
$RKLB is a $100 stock trading at $65
$ASTS is a $150 stock trading at $54
$AMD is a $2000 stock trading at $595
Breaking: Ex-OpenAI researcher Leopold Aschenbrenner's Situational Awareness Fund owns both sides of a $1.7 billion deal:
Two of his positions just announced a $1,700,000,000 deal together
Bloom Energy is supplying fuel cells to power Nebius's AI cloud
Leopold first bought Bloom Energy $BE in Q4 2025 at ~$105/share
• Then trimmed 35% of his position in Q1 2026
He disclosed a 5.6% stake in Nebius $NBIS in May 2026 at ~$208/share
• 12,410,000 shares worth ~$2,600,000,000 at filing
• His single largest disclosed position at the time
Jim Cramer on $NBIS:
“Nebius is at the nexus of the craziness right now. This stock is not done going down. There will be another time to buy it, but that time is not now.”
The bottom signals have begun.
I’ve cut my watchlist down to these 7 high-conviction stocks.
$AVGO —— Broadcom
$MU —— Micron Technology
$GEV —— GE Vernova
$AXON —— Axon Enterprise
$ASTS —— AST SpaceMobile
$TEM —— Tempus AI
$APP —— AppLovin
I’m not buying all seven today. I’m waiting for the market to offer the right setup.
🚨24-year-old Leopold Aschenbrenner, the trader who turned $225 million into $20 billion, has suddenly launched massive short positions on chip stocks.
This is rather alarming.
New short positions opened by Leopold Aschenbrenner:
$INTC: $180 million
$NVDA: $1.66 billion
$AVGO: $1.29 billion
$MU: $686 million
Nvidia, Broadcom and Micron are all on his short list.
A trader of his caliber does not place trades on a whim.
He must have spotted something ominous ahead.
$META is a $2000 stock trading at $660
$AMD is a $2000 stock trading at $550
$CRWD is a $300 stock trading at $212
$NBIS is a $500 stock trading at $185
$IBM is a $150 stock trading at $215
$ORCL is an $80 stock trading at $128
$SPCX is a $10 stock trading at $138
Own the leaders, not the followers.
Here are 15 stocks that are “best in breed” to hold for decades 📈
1. $AMZN
• E-Commerce, AWS, Logistics, & More
Fed Chair Kevin Warsh warns the world is moving quickly on quantum computing and the U.S. must harden its technology.
“We’ve got enormous talent at the federal level but we have to move with it.”
$IONQ, $RGTI, $INFQ, $QBTS, $IBM, $GOOGL, $MSFT
The biggest lesson of the AI era: never get comfortable.
On June 2nd, IBM, $IBM, was up +13% for the year and trading at its highest level on record.
Today, just 42 days later, $IBM fell -25% posting its biggest daily decline since 1968.
The stock is now down -35% in 42 days erasing over -$100 billion in market cap.
AI is rapidly transforming the global economy.
Adapt or be left behind.
Markets are currently going through what’s known as a “Silent correction”
This happens when Indices & MAG7 names lead, & stay near ATH’s while many mid/small caps experience heavy selling.
While most are fearful to buy those names, this is exactly when you get generational entry’s.
Here are 8 names to focus on:
1. $NBIS at $199
2. $DOCN at $119
3. $RKLB at $76
4. $OUST at $35
5. $CRWV at $74
6. $ZETA at $22
7. $CIFR at $19
8. $PATH at $12
If you missed the Tariff crash buying opportunity back in March then don’t make the same mistake twice…
INSTEAD OF WATCHING AN HOUR OF NETFLIX TONIGHT.
This 60-minute Cambridge lecture by Demis Hassabis will teach you more about the future of AI than most people will learn in the next 5 years.
Bookmark it and give it an hour, no matter what.
$META shares are popping on a reported plan to build a cloud business to sell excess AI computing capacity.
@AlexCoffeyCS notes this would put the company in more direct competition with Amazon Web Services, Microsoft Azure, and Google Cloud.
For more market news, tune in at: https://t.co/oRJ39otbqn
I like to call $AVGO the Uncle Sam of the new AI economy.
Broadcom taxes the custom silicon layer across major AI platforms from $GOOGL TPU and $META MTIA to newer Anthropic and OpenAI programs making money no matter where AI demand ultimately lands.
@unusual_whales This is wrong and dangerous. They are politicians and they are playing a game of telling you what has medical value and what does not like with Marijuana. And oh if you get injured by their advice to take the vaccine, too bad you are shut out of luck
https://t.co/dWUiFA9Et7
12 stocks that will give you exposure to each major secular growth theme for the next decade 👇
• $AMZN | Cloud Computing
• $META | AR/VR
• $NVDA | Generative AI
• $TSLA | Robotics & Automation
• $PLTR | Big Data
• $CRWD | Cybersecurity
• $TEM | Healthcare AI
• $CCJ | Nuclear Energy
• $HOOD | Cryptocurrency
• $RKLB | Space Economy
• $GLBE | E-Commerce
• $IONQ | Quantum Computing
$AMD is the most undervalued company in the U.S stock market.
This dip was your final entry opportunity before $AMD becomes the next trillion dollar AI mega cap later on this year.
Insiders of $AMD loaded heavily on this dip as they know the breakout is incoming.
$200+ soon…
I’ve created generational wealth by calling the bottoms on these stocks:
1: $TSLA at $212 and ran to $488
2: $HIMS at $20 and ran to $59
3: $BABA at $80 and ran to $127
4: $HOOD at $24 and ran to $67
5: $PLTR at $42 and ran to $117
My next pick will be posted here on X soon…