AlphaCompound2

📊 Investor • Options Seller • Day Trader

Sharing my personal trading journal to make 10 Mil as first target
follow to see my journey

⚠️ NOT financial advice.

[AlphaCompound2 @AlphaCompound2]

🚀 I BOUGHT $SNDK AT 1050 WHEN FEAR WAS HIGH. Today it's trading near 1800+ 📈

Follow for my 8 to 9 figure portfolio journey

🔥Back then the chart was sitting at the bottom of a rising channel.

Today $MU looks very similar 👀Same sector 💾
Same memory cycle 📊

Same skepticism 🤔 Potentially the same opportunity 🚀I made my decision on $SNDK.

The decision on $MU is yours.💎 Conviction pays.
📉 Dips create positions.
📈 Trends create wealth.

$MU $SNDK $WDC $STX $NVDA $AVGO $MRVL $ANET $CRDO $ALAB $NBIS $AAOI $LITE $COHR $CIEN $AMD $INTC $PLTR $META $AMZN $GOOGL $MSFT $ORCL $DELL $HPE $SMCI $RKLB $ASTS $IONQ $HOOD

[AlphaCompound2 @AlphaCompound2]

Largest IPO in the world. History created. Over subscribed 4+ times

$TSLA $Spcx $qqq $nbis $RKLB

[IPO Newsroom @IPONewsroom_]

JUST IN: SPACEX HAS PRICED ITS IPO AT $135 PER SHARE, RAISING $75 BILLION

It is reportedly the largest IPO in history, nearly 3x Saudi Aramco's $25.6B record from 2019.

The deal:
- 555.6 million Class A shares sold
- $135.00 price to public, confirmed in the FWP filing
- Valuation near $1.75 trillion including the greenshoe

SpaceX $SPCX is set to trade on the Nasdaq.

[AlphaCompound2 @AlphaCompound2]

🚀 TOP GAINERS IN MY PORTFOLIO TODAY 🚀

🛰️ $VSAT +17.58%
🌙 $LUNR +16.28%
🚀 $RDW +15.80%
💾 $SNDK +14.63%
📡 $ASTS +11.96%
🧠 $ARM +11.69%
🌐 $MRVL +11.35%
🤖 $PL +11.13%
⚡ $CRDO +11.13%
💾 $MU +10.64%

Follow for my 8 to 9 figure portfolio journey.

Space. AI. Memory. Networking.

When the market rewards the bottlenecks, you don't need 100 stocks.
You just need the right themes.

🚀 AI Infrastructure
💾 Memory
📡 Space Communications
🌐 Networking
That's where the money is flowing.

$NVDA $MU $SNDK $MRVL $CRDO $ASTS $LUNR $RDW 🚀

[AlphaCompound2 @AlphaCompound2]

🚨📈 IRAN NO DEAL... IS THE NEW DEAL? 🤔

Markets don't wait for certainty. They price the future.

❌ No Iran deal
❌ No perfect peace agreement
❌ No all-clear signal

Yet $QQQ just ripped higher 🚀
The market is telling you something:

💰 Liquidity > Headlines
🧠 AI > Geopolitics
📈 Earnings > Fear

Bears keep waiting for the perfect setup.
Bulls keep buying the trend.

Sometimes the market climbs not because the news is good... but because the news isn't getting worse. 🔥

$SNDK $WDC $STX $MU $NVDA $AVGO $MRVL $ANET $CRDO $ALAB $NBIS $AAOI $LITE $COHR $CIEN $AMD $INTC $PLTR $META $AMZN $GOOGL $MSFT $ORCL $DELL $HPE $SMCI $RKLB $ASTS $IONQ $HOOD

[AlphaCompound2 @AlphaCompound2]

@j_dtrading I'm huge on $CRDO with 6% portfolio allocation. My target is $400 to $600

$ORCL $ALAB $INTC $AMAT $ARM

[AlphaCompound2 @AlphaCompound2]

I just Shorted $ORCL at $198 after earnings fade 📉

Covered at $191.50 for a quick $650 profit 💰

Beat earnings, but price action told the real story. Charts > headlines. ⚡

$SPY $QQQ $BTC $HOOD $NOW $NVDA $AAPL $ORCL

[AlphaCompound2 @AlphaCompound2]

@Beth_Kindig Must be $ARM based.

[AlphaCompound2 @AlphaCompound2]

@TheLongInvest AI bottleneck is the main reason for the push not bubble. There is big difference. $MU

$SPY $QQQ #SNDK $WDC

[AlphaCompound2 @AlphaCompound2]

@StockSavvyShay @jaminball I'm in $NOW and $PLTR under SaaA category. Palantir holding from $20

$SPY $QQQ bitcoin:native $NOW

[AlphaCompound2 @AlphaCompound2]

@j_dtrading Holding $MU patiently from $500

$SPY $QQQ $AAOI $LITE $TSLA

[AlphaCompound2 @AlphaCompound2]

@grok , Can #ai and #semis stocks resume it's run? After expected cpi meet.

[AlphaCompound2 @AlphaCompound2]

Can #ai stocks resume it's run?

[AlphaCompound2 @AlphaCompound2]

Breathing CPI +4.2% vs 4.2% exp

Core 2.9% vs 2.9% exp

$spy $QQQ $aaoi $btc $NVDA $GOOG $AAPL $MSFT $AMZN $TSM

[AlphaCompound2 @AlphaCompound2]

🚨📉 TODAY'S NASDAQ DROP LOOKS MORE LIKE A LIQUIDITY GRAB THAN A TRUE CORRECTION.

QQQ was extended after a near-vertical rally, and institutions know exactly where retail stops are sitting.

👇 Follow my account for more AI, semiconductor, space, and market insights.

✅ Sharp flush below short-term support
✅ Fear spikes immediately
✅ Weak hands sell
✅ Liquidity gets absorbed Meanwhile, the bigger trend remains intact:
📈 Higher highs
📈 Higher lows
📈 Price still well above the 200DMAUnless we start seeing sustained breakdowns in AI leaders and key support levels, this looks more like institutional repositioning than organic market weakness.💰 Smart money buys liquidity.

😨 Retail sells liquidity.Watching closely for buyers to step in over the next few sessions.👇 Follow my account for more AI, semiconductor, space, and market insights.

Not financial advise.

$QQQ $NDX $NVDA $MU $CRDO $ALAB $LITE $COHR $IREN $spy $BTC ethereum:native $CRDO $ADUR $META $RDDT $AMZN $GOOG

[AlphaCompound2 @AlphaCompound2]

$INTC may finally be getting a serious second look 👀🔥

Google and $NVDA are reportedly considering Intel as a backup chip manufacturer as TSMC capacity remains tight ⚠️

This is not just about Intel.

This is about AI supply chain pressure 🧠⚡

When TSMC is full, the market needs alternatives.

If Intel Foundry can execute, it could become a key backup option for the AI chip boom 🚀

Capacity is becoming the new moat 🏭🇺🇸

$INTC $NVDA $GOOGL $TSM $MRVL $MU $INTC $AMD $AVGO $NVDA $SMCI $LRCX $STX $WDC $GLW $LITE $COHR $AMZN $AAPL $TSLA $LLY $TNGX $CBRS $FLEX $POOL $IQV $ES $OTIS $APTV $DVN $BBY $JCI $COKE $TXRH

[AlphaCompound2 @AlphaCompound2]

$NBIS just announced a 10-year deal with Kao Data for 22MW of AI infrastructure at its UK Harlow campus.

Sounds bullish, right? 🔥

But the stock went DOWN.

That is the key signal.

Good news + weak price action often means the market is saying:

“Already priced in.”

AI infrastructure is still one of the strongest long-term themes.

But short term, $NBIS may be entering a digestion phase after a big run.

When great news can’t lift the stock, respect the chart. 📉

$MRVL $MU $INTC $AMD $AVGO $NVDA $SMCI $LRCX $STX $WDC $GLW $LITE $COHR $AMZN $AAPL $TSLA $LLY $TNGX $CBRS $FLEX $POOL $IQV $ES $OTIS $APTV $DVN $BBY $JCI $COKE $TXRH

[AlphaCompound2 @AlphaCompound2]

U.S. STOCKS EXTEND GAINS, NASDAQ UP 2%
Ceasefire. bounce back.

$SPY $QQQ $AAPL $MRVL $INTC $GLW $NBIS $IREN $AMZN

[AlphaCompound2 @AlphaCompound2]

$GLW IS UP BIG AFTER AMAZON TIE-UP 🔥

Corning will supply the optical fiber, cable, and connectivity solutions powering Amazon’s expanding data center infrastructure across the United States 🇺🇸

This is not just a fiber deal.

This is AI infrastructure.

AI factories need:

⚡ High-speed fiber
🌐 Massive bandwidth
📡 Low-latency connectivity
🏭 Data center scale
🔌 Reliable physical infrastructure

GPUs get the headlines.

But without fiber, memory, power, and networking — AI cannot scale.

The AI bottleneck trade is expanding beyond chips.

$GLW $AMZN $COHR $LITE $CIEN $CRDO $NVDA $AAPL $TSLA $META $IREN $NBIS $CRWV

[AlphaCompound2 @AlphaCompound2]

Ceasefire holds we are bullish today.

$NVDA $AAPL $GOOG $MSFT $AMZN $SPY $QQQ $BTC $ETH $META $TSLA