Bill W

[The Market Matrix @MarketMatrixs]

$ONDS could pull a $PLTR type move

$NBIS could pull a $SNDK type move

$ASTS could pull off a $ASTS type move

IYKYK 🤷‍♂️

[investing @DollarCostAvg]

Leopold’s wife works at Anthropic.
Leopold owns a lot of $IREN.
$IREN has significant AI compute capacity.

Anthropic needs compute.

Therefore: $IREN × $Anthropic? 👀

[Drop Site @DropSiteNews]

⭕️ Hezbollah MP Blasts Lebanese Government Over Handling Israeli Occupation

Hezbollah MP Ibrahim Mousawi pushed back forcefully in an Al Jazeera interview against the Lebanese government’s framing of the conflict, defending the movement’s decision to resume fighting and rejecting accusations that Iran is exploiting Lebanon as leverage in nuclear negotiations.

🔸 On the ceasefire and Lebanese government failures:
Mousawi argued that the November 2024 ceasefire was never meaningfully honored by Israel, which continued killing Lebanese civilians and demolishing villages throughout the supposed truce period. He said Hezbollah held fire for 15 months while the government “didn’t do anything” to stop the killings, protect civilians, or pressure Israel through diplomacy. “The president himself said Hezbollah respected the ceasefire. They never sent a bullet against the Israelis and we were killed on a daily basis,” he said. He accused the Lebanese army of withdrawing in front of advancing Israeli forces rather than defending the country.

🔸 On why Hezbollah resumed fighting in March:
Mousawi said the movement chose the moment Iran entered the conflict as a strategic opening. “When the Iranians entered the war, we found that this is an exactly good opportunity to defend our country and to start retaliating,” he said. With Israel facing a major front against Iran, Hezbollah saw a window to strike back for what he described as months of unchecked Israeli aggression.

🔸 On Iran and the “bargaining chip” accusation:
Mousawi flatly rejected President Joseph Aoun’s claim that Iran is using Lebanon as a chip in negotiations. “This is nonsense,” he said, arguing the opposite — that Iran has actually benefited Lebanon by conditioning any nuclear deal on a cessation of Israeli attacks on Lebanese territory. He credited Iran with issuing a warning against strikes on Beirut and called on Lebanon to be “thankful” for the intervention, contrasting it with what he called the silence of Lebanese officials toward Washington and Tel Aviv.

🔸 On direct Lebanon-Israel negotiations:
Mousawi said Hezbollah and the parliament speaker oppose the Lebanese government’s direct engagement with Israel as unconstitutional and a capitulation to American and Israeli pressure. He argued the government had other options, including indirect negotiations and a more aggressive diplomatic posture internationally — pointing out that France had been more vocal against the Israeli occupation than Beirut’s own foreign ministry.

🔸 On representation and civil war fears:
Mousawi rejected President Aoun’s claim that Hezbollah does not represent the Lebanese people, citing the movement’s parliamentary vote tallies. He said Hezbollah is deliberately avoiding public demonstrations to prevent sectarian tensions from being exploited, but denied that civil war was likely — while noting Israel would “welcome” such an outcome.

[P Equity Research 📰 @pequityresearch]

How is $EWY in the green with Samsung and SK Hynix crashing?

[TrendSpider @TrendSpider]

Still holding Stage 1 after the 30-week rejection $HOOD

[Dan Nystedt @dnystedt]

Marvell, the custom ASIC chip designer, has secured enough production capacity to meet its 50% growth target this year, and 55% in 2027, due to careful 5-year planning, and built trust with suppliers by meeting its targets, said COO Chris Koopmans, media report. He said Marvell is focused on data center-related chips now, particularly I/O, and has largely exited consumer electronics. Many AI firms want their own XPU (custom ASIC), but lack I/O IP, and Marvell is one of the few available providers. He said Marvell’s SerDes now at 200G on the 2nm process, and 400G on A14, and says expertise in package-level connectivity is the key to their ASIC business. $MRVL $AVGO $QCOM #MediaTek #Alchip #GUC https://t.co/1TNrRyqEPB

[Midas @midascabal]

I called $NBIS at $20 and I think | just found the next $SIVE using @asymmetrix_xyz.

It’s a huge bottleneck for photonics that’s under $5B market cap.

Follow me if you want to know when I enter.

[Prof @TheProfInvestor]

My good dip buy level for Nasdaq this year was 555. It hit and the market bottomed.

My ultimate target for Nasdaq was 739. We overshot and pulled back sharply.

Keeping a neutral mind right now.

But my next prediction: "A deep pullback to 650 will be your next BIG MONEY opportunity."

Because you're going to see Nasdaq hit 778 next in the next 10 months.

[Danny Naz @ThePupOfWallSt]

$XAR Aerospace and defense is still trying to defend structure, but the breakout backtest failed.

Top holdings include $HXL $RKLB $CRS $HWM $BA

$XAR defended the 10/21 EMA cloud, 257 is the first downside level I’m watching.

If that breaks, 245 becomes the bigger support zone. Bulls need to hold this cloud or the failed backtest starts to matter more.

[Leopold Stock Tracker @LeopoldATracker]

BREAKING: Billionaire fund manager Ron Baron, who generated $62 billion in profits for his clients from an initial investment of $100 million in 1992, and was an early investor in $TSLA and SpaceX, where he invested a combined $2 billion and has made more than $12 billion in profit from SpaceX alone, just said $SPCX could be worth $30 trillion within 15 years.

[Sean trades @SRxTrades]

My cant miss list

Stocks I'm looking to get an entry on if/when we get proper pullbacks:

$INTC
$MRVL
$QCOM
$UMAC
$BE
$NVTS
$CRDO
$TE
$VIAV
$VPG
$AMBQ
$MXL

Ill be looking to buy these as they setup in big weekly bases into the key moving averages...

[SmartReversals📈 @SmartReversals]

Futures validating setups
$SPX $NDX $IWM $DIA

[Beth Kindig @Beth_Kindig]

3 months ago, the idea that CPUs could challenge GPUs on AI budget share was unfathomable – yet agentic AI has flipped the script.

Find out how agentic AI is rewriting the story for CPUs as the CPU:GPU ratio moves towards 1:1 and how $NVDA, $AMD, $INTC, and $ARM each aim to win in the server CPU market.
https://t.co/nU9IHtkW7a

[Dr. Stoxx @DrStoxx]

695/97 STL support on any drop. $QQQ weekly

[Joe Mitoshi 👨🏻‍🚀 @CryptoSays]

The Tape Doesn't Lie

Zero edits, zero deletes.
Receipts below.
I don't predict. I wait.
There's a difference, and it pays.

New week, let's grind! 🥷

[Sean trades @SRxTrades]

$OSCR

Massive monthly cup and handle IPO base setting up

My favorite setup in the market right now:

Strong sector + strong fundamentals + explosive chart

Over 25, can get it moving.

[Finn Stockinger @FinnStockinger]

100k to 247k in 90 days.

Simple rules:
10 people choose 10 stocks each.
Draft formula, no repeating stocks.
Different position weights, no changes allowed during the challenge.

Simple-you hold for 90 days.

I made +147%.

Could it have been more? Sure.

However, the other participants had results ranging from -2% to +49%.

These aren't bad returns, but that's what happens with an over-diversified portfolio.

Why did I succeed?

Because I bet on growth stocks in sectors I actually know.

Despite the diversification, I focused very heavily on a semiconductors industry ($MRVL, $POET, $ALAB, $CRDO, $COHR - 5/6 highest portfolio wages positions).

How did the picks perform?

3/10 stocks at least +200%

6/10 stocks at least +100%

10/10 stocks at least +35%

I encourage you to test your skills at https://t.co/gMxHSTFR0W

I always try to play my own game, which is why I focus on my real-life portfolio.

But sometimes it’s worth testing yourself in a 100% public, buy-and-hold portfolio.

What do you think of this portfolio from a 3-month perspective?

Some of the stocks overlapped with my real portfolio back then, like $SATL, $MRVL, $POET, and $OSS, while others I picked specifically for the challenge.

[Jukan @jukan05]

I noticed the following language in SK Hynix's press release:

"SK hynix and NVIDIA announce multi-year technology partnership for next generation memory aligned to NVIDIA’s AI infrastructure roadmap. The agreement supports supply for advanced memory, addressing the extended development cycles, advanced fabrication and capital investments to sustain the global buildout of AI factories."

Could this be an LTA? Or is it more of a technology partnership without firm volume commitments?

[Sean trades @SRxTrades]

The setups in banks cant be understated

Big weekly bases across the whole sector:

$XLF
$C
$JPM
$BAC

Incredible relative strength and explosive charts...

[Decode @decodejar]

The 2015 Bitcoin bear market fractal, taken precisely from the 2014 B-wave high and scaled to fit the 2025 flat pattern B-wave high, is grade A hopium with perfectly spaced and aligned lows.