Alex

Wherever the mind wanders, restless and diffuse in its search for satisfaction without, lead it within; train it to rest in the Self. #Gita

[Krishnadev Satyarthi @KrisBhattarai]

Osho,
Indian people particularly ask the question again and again, that just as you have dropped the religion of Rajneeshism – freed the sannyasins from the mala and red clothes – are you one day going to drop the title of “Bhagwan” too? It prevents many people from coming to you.

#Osho

Osho answers:
It has been raised in many articles and many books written against me, so it is good to go into it in a little detail.

First, “Bhagwan” is not a title. Nobody can give that title. Nor is “Bhagwan” a degree, that you can pass an examination and the degree can be conferred on you. Nor is “Bhagwan” some position that can be appointed by a committee or by some people. Nor is “Bhagwan” an elected post, that you fight an election and whosoever has the majority of votes becomes Bhagwan.

The critics who have been writing against me, they have always made it a point that I am “self-appointed” Bhagwan. And I have always wondered, do they have anybody – Rama, Krishna, Buddha, Mohammed – appointed by somebody else?

If Rama is appointed by somebody else as Bhagwan, then certainly the appointing authority is higher – and if you can be appointed, you can be dis-appointed too.

This is absolutely stupid! Basically, they have not understood the idea: “Bhagwan” is a state of experience – nothing to do with an appointment, an election, a title or degree. It is the experience of bhagwata, of godliness, that the whole existence is full of godliness, that there is nothing other than godliness.

There is no God, but in every flower and in every tree, in every stone, there is something which can only be called godliness. But you can see it only when you have seen it within yourself; otherwise you don’t know the language.

“Bhagwan” is simply a state of being, the highest state of being; you cannot go beyond it.

The second confusion in the critics has been because they don’t understand that in India there are three religions.

Hinduism uses “Bhagwan” for God. Buddhism uses “Bhagwan” for godliness, Jainism uses “Bhagwan” for godliness – they don’t have any God, both the religions are godless…

I dissolved the organization that was becoming a religion. I allowed my sannyasins the freedom to choose their clothes, to have a mala or not to have a mala; and now it is more beautiful. If you have a mala, it is your choice; if you are using red clothes, it is your choice. It is nothing imposed on you, it is not against your will.

It was easy to drop the organization because I have always been against organizations. It was created while I was in silence, it was not created by me. I told you to burn the book of Rajneeshism because it was not written by me; I have never written anything…

I told you to burn all the books. Red clothes don’t mean anything – they were used as a device. I wanted my people to be courageous enough to stand in society – aloof, alone. I had given them the mala so that they become associated with me, they become associated with all my ideas, which are against all religions, all political ideologies. That point has been made. Now my sannyasins are around the world. It is perfectly easy to drop the color, the mala – there is no problem. Now you have to be more…

I have not made things easier for you, remember – I have made things difficult. Now only meditation remains for you. And now, only through meditation will you be recognized as sannyasins.

Meditation has to change you so much that you become a different species, that even in a crowd my sannyasins can be picked out. They will have a radiation of their own, a silence of their own, a peace of their own. Their eyes will show it, their bodies will show it, their gestures will show it.

Meditation I cannot drop because that is what is going to transform you and bring you one day to bhagwata, godliness. Meditation is the way to godliness.

Osho
Excerpts from: Light on the Path, Chap #3: The Most Eternal Things in Existence https://t.co/YW98Rqj9uR

[Saisei @SaiseiInvesting]

Nobody can time the market perfectly, but we can trim momentum positions into strength and find buy zones on long term positions.

This method helps keep a level of cash on hand for buying opportunities and allows us to DCA into the best stocks.

Just days ago there were strong buying opportunities…

In a few days from the lows:

$DRAM +14%

$SNDK +29%

$ASYS +34%

$VELO +50%

[The Inner Circle Trading Group DP David Prince @epictrades1]

Next week is all about the Wednesday FOMC decision. Kevin Warsh first as Chairman will be front and center for wall street. No change in policy is expected but how he addresses current inflation will dictate the market response. Some are looking for a rate hike by year end.

[AskLivermore @asklivermore]

@Dale_L_O Watch this video on how to buy stocks that is up a lot already:

https://t.co/Hq41SJZlg4

The time to buy for a longer-term hold was a few months ago (kindly watch my video above). Now if you do buy, you buy based on short-term trades since the risk-to-reward is not favorable.

[Nick Schmidt @NickSchmidt]

Outside of my original $MU position I was all cash until I added back some exposure today to test the water.

If we continue to see follow up strength over the next couple days I will keep adding exposure. And I’ll happily buy higher prices.

Few days ago many stocks were cheaper but there was no reason to be buying. I never became bearish for a second I just knew how much uglier things could have gotten fast.

I’ve been pressing this uptrend since April 8th fully invested and even on margin at times. I started raising cash last week as new trades stopped working which saved me a ton of pain on Friday and earlier this week.

If you are fully invested right now then you must have sat through a sickening drawdown the past week (I didn’t) and you are feeling good today because the surprise to the upside saved your ass!

[Esther & Michael @SuperLuckeee]

MU while I hold long term shares
Im collecting money on puts and covered calls
😍 - Esther

[AskLivermore @asklivermore]

My dear followers. Here is some GOOD news.

If EVERYONE expects a crash, that expectation gets "priced in" ahead of time.
This REDUCES the likelihood of a sudden crash.
Prices adjust GRADUALLY, instead of a crash.
Air comes out SLOWLY rather than exploding down.

The markets does NOT crash just because people talk about it. It crashes when the unexpected hits an UNPREPARED crowd.

So what to do?
1. No need to time it perfectly!!!!
- Crashes are rare (true 20%+ drawdowns aren't annual events), and being out of the market waiting for one often costs more in missed gains.
- BUILD your positions SLOWLY, buy every day into your favorite names!!

2. BALANCED portfolio
- AI winners will help outperform. Laggards + defensives will help ABSORB the big red days. So instead of being down -10%, you're only down -1%!

3. STOP thinking short-term
- A year from now, you will laugh about this period of time

Remember this, RED is temporary.
Markets are DESIGNED to go up.
- Retirement saving flows (401K, IRAs, pensions)
- Corporate buy backs
- Passive investing from millions of people around the world
- TAX incentives for those that contribute regularly

Do NOT worry my followers.
You will be JUST fine.

[Za @ZaStocks]

The market went vertical at a historic pace for two months straight.

A period of volatility is expected.

It feels like recency bias and short term memory has conditioned people to think pullbacks aren’t normal?

Seems to be more hysteria than usual despite the fact that just a few months ago we had a larger correction, and just one year ago in March-April the Nasdaq dropped 25%.

Pullbacks are part of a healthy market, this is why buying pullbacks and stocks that aren’t extended is so important, your cost basis is crucial.

Volatility is a feature, not a bug.

Index funds exist for a reason, if you can’t handle pullbacks in individual stocks there’s plenty of “safe” investments out there.

[Ren @ren_stocks]

Most people think the AI buildout is just a couple of stocks – Memory, CPU, GPU, NeoClouds, Photonics..

$SNDK, $MU, $ARM $INTC, $AMD, $NBIS, $LITE, $AAOI, $TSEM, $SIVE

The reality is there’s so much more to it.. I built a complete map of the AI buildout – at least the one I’ve been trading around for the last year.. I put that map on my Substack… 12 layers deep.

Since I’ve seen it circulating on here, I’ll just post it myself.

The hard part isn’t knowing the full stack – it’s making sense of it.

Why is photonics down today but memory isn’t? Why is CPO so relevant in the AI buildout?

Bullish AF on AI infrastructure.

Go check out the full article for free on my Substack, and if you’re going to share it – please do, but link back to my article.

Here is the link: https://t.co/AqKTdxnlmJ

Let’s go find the next 1000% stock ⚡️⚡️

[Justin Banks @RealJGBanks]

I WARNED you last week the selling was coming.

I WARNED you this week the selling would continue.

Now LISTEN carefully.

This is the MOST important point of the pullback.

$SPY is sitting on the first major support zone of the entire bull market.

Bulls MUST hold here.

Lose it and we head toward the Weekly 21 EMA.

Hold it and the next leg higher begins.

Pay ATTENTION and FOLLOW ME.

I will save you thousands.

[Justin Banks @RealJGBanks]

AI SUPER CYCLE STACK

Most want to know where to START.

This is a good start to keep WATCH for the NEXT pullback opportunity .

MEMORY
$MU
$SNDK
$AMAT
$AEHR

COMPUTE
$NVDA
$AMD
$ARM
$INTC
$NBIS

NETWORKING
$ANET
$AVGO
$MRVL
$CRDO

OPTICS
$AAOI
$NVTS
$ALAB
$GLW
$TTMI

INFRASTRUCTURE
$DELL
$IREN
$CORZ
$CIFR

SOFTWARE
$MSFT
$NOW
$CRM
$SNOW
$MDB

DEFENSE
$PLTR
$AVAV
$KTOS
$ONDS
$RCAT
$DPRO
$UMAC
$SWMR

ROBOTICS
$OUST
$TSLA
$SYM

POWER
$BE
$TE

SPACE
$ASTS
$RKLB
$RDW
$LUNR
$PL

[Alex @AlexTrader8]

@roundhill how about all of these themes?

[Fam @fammetaX]

$INTC holders after $GOOGL and $NVDA just called

[InvestmentGuru @InvestmentGuru_]

10 Stocks I’m Concentrating In Right Now

1/ $MRVL — Marvell Technology
Custom ASIC + co-packaged optics architect for the hyperscaler era.
1.6T interconnects are MRVL’s runway.
Gross margins expanding. AI revenue inflecting toward $2B+ run rate.

2/ $CRDO — Credo Technology
AEC is replacing DAC inside the data center.
MSFT + Amazon design wins. Years ahead on power-efficient SerDes.
Low float. Revenue hockey-stick forming.

3/ $AAOI — Applied Optoelectronics
Pure-play 800G/1.6T transceiver manufacturer.
Turning profitable. Data center revenue mix shifting.
The optical inflection is NOW.

4/ $MU — Micron Technology
HBM3E is the memory of AI. Every GPU cluster needs stacked DRAM.
Only US-based HBM supplier — strategic moat in a deglobalizing world.
HBM pricing firm. AI memory TAM expanding exponentially.

5/ $GOOG — Alphabet
TPU silicon. Gemini. YouTube. Waymo optionality.
Trading at a discount to $MSFT despite equal AI integration.
Cloud re-accelerating. Search moat deepening.

6/ $BTDR — Bitdeer Technologies
Pivoting from Bitcoin mining → AI compute hosting.
Owns power — the scarcest asset in AI infrastructure.
Proprietary SEALMINER chips = margin uplift vs. NVIDIA dependency.

7/ $TE — Grid Infrastructure
Power delivery is the AI bottleneck nobody prices in early enough.
Data center power demand doubling every 4 years.
Grid hardening + AI capex = multi-year supercycle.

8/ $NOK — Nokia
The unsexy backbone of the AI era.
Carrier-grade optical networking + 5G RAN + private wireless.
Cheap valuation. Optical Networks division inflecting.

9/ $CRWV — CoreWeave
The hyperscaler alternative for AI companies that can’t wait 18 months for AWS GPU allocations.
MSFT long-term contract de-risks revenue.
Gross margins expanding as utilization rises.

10/ $SIVEF — Photonics / InP Substrates
Indium Phosphide substrates = physical foundation of every photonic chip enabling AI bandwidth.
Upstream, monopoly-like position in the photonics value chain.
Most investors haven’t found this one yet.

The macro thread tying all 10:
Semiconductors → Memory → Photonics → Power → NeoCloud

Not financial advice.

[심월 @mindmoon_108]

SK하이닉스 일본 주재원 계신 분이랑 커피챗 내용 간단하게 공유

1. 메모리 수요가 너무 강력해서 일본 고객들에게 줄 메모리가 없다.
미국이랑 중국 고객 주고 나면 일본에 줄 물량이 없다고 함. 그래서 일본업체들 찾아가서 매번 쓰미마셍 고개 숙인다고 함.

2. 메모리 부족으로 닌텐도 같은 전자제품 가격 계속 올리는 중.
메모리가 없어서 난야 같은 업체 뿐만아니라 윈본드 같은 업체도 찾는중.
CXMT는 기가바이트 통해서 이미 소비자용 제품으로 들어가고 있다고 함.

3. 일본에 있는 CXMT 한국엔지니어를 통해 듣기로는 CXMT 설계능력이 생각보다 엄청 뛰어나다고 함. 2-3년 격차가 아니라 그보다 더 좁혀질것 같다고 함. 진짜 중국의 똑똑한 인재들이 밤낮 안가리고 일한다고 함.
한국도 경계해야 할듯.

4. 메모리 가격은 계속 인상 중.. 몇프로인지는 밝힐 수 없지만 계속 인상중. 오늘 엔비디아 소캠에 메모리 줄었다는 이슈로 주가가 내리는데 메모리 가격은 오히려 올라서 영업이익은 계속 올라갈 전망.

*개인적으로 걱정되는건 이런 메모리 가격 상승이 Capex 투자 부담으로 이어져서 AI 싸이클이 빨리 끝날까봐 걱정임. 구글도 채권찍고 있고 빅테크들도 현금이 떨어져 가는게 걱정됨.

*투자권유, 매수,매도 추천 아닙니다.

[Justin Banks @RealJGBanks]

I need you to pay ATTENTION. I will keep WARNING you until you LISTEN.

Before this week I started warning members that a SELL and PULLBACK was coming.

The market was giving us clues.

• Many AI leaders failed continuation breakouts.
• Momentum started slowing across the strongest sectors.
• Even $NVDA, the leader of this entire AI cycle, began showing signs of weakness.
• Fewer stocks were participating in the advance.

When leadership starts cracking, I pay attention.

At the same time, the market has become historically extended 20%

That doesn’t mean the bull market is over.

It means risk is increasing.

My playbook right now:
1.Trim 10-20% from extended winners.
2.Raise some cash.
3.Rotate into stronger risk/reward setups.
https://t.co/0VesM5k838 a watchlist for the next pullback.

I still believe AI is the biggest opportunity of this decade.

I still believe stocks like $NVDA, $AMD, $ARM, $MU, $SNDK $AVGO and others go much higher over the next several years.

But even the strongest bull markets need time to cool off.

The goal isn’t to predict every top.

The goal is to protect capital so you’re ready to attack the next opportunity.

That’s exactly what we’re doing now. I will help you make MILLIONS.

You just have to Listen to what I say.

[Paradis Labs @ParadisLabs]

Probably best to stay long guys:

$NVDA CEO Jensen Huang:

"Everything across the supply chain...is in shortage"

Memory, wafers, advanced packaging, SiPho, and cable connectors.

Diamond hands.

[Serenity @aleabitoreddit]

Oh look… $NVDA CEO warned memory shortage is expected to persist for many years, due to massive scaling demand of AI infrastructure.

With further announcements tomorrow.

$MU and $EWY (Samsung/SK Hynix) operating profit projections aren’t looking too crazy anymore?

[Rolf Strasse | "Financial Freedom Books" Series @RolfOptions]

$MRVL was announced to be added to the index

Historically, stocks added to the S&P 500 often follow a predictable pattern:

1️⃣ Announcement day: Sharp rally as investors anticipate future index-fund buying.

2️⃣ Between announcement and inclusion: Active managers, hedge funds, and arbitrage traders accumulate shares ahead of passive funds. This period often sees continued strength, though pullbacks are common after the initial spike.

3️⃣ Final days before inclusion: Trading volume surges as index funds prepare to match the benchmark. Much of the required buying frequently occurs near the close on the last trading day before inclusion.

4️⃣ After inclusion: The catalyst is gone. Stocks often consolidate or retrace as the anticipated buying has already occurred.

For $MRVL, the June 5 S&P 500 announcement triggered a massive move. The sharp pullback may look alarming, but historically the period between announcement and June 22 inclusion is often where institutional accumulation takes place. The key question now is whether Friday’s selloff was profit-taking, or the market signaling that the inclusion premium has already been fully priced in.