BleedToProfit

Stock Market, #trade , DYOR, NFA.

[BleedToProfit @Bl33ding1]

The market has a habit of extrapolating short-term concerns and underestimating execution. Not long ago, many were convinced $GOOG was losing the AI race. Now sentiment has completely flipped.

Wouldn't surprise me if $META follows a similar path as AI investments translate into stronger products, engagement, and monetization.

New all-time highs this year are definitely on the table. Also watching $XMAX and $NVDA as beneficiaries of the continued AI infrastructure expansion.

[BleedToProfit @Bl33ding1]

The market is still treating $SIVE like a component supplier when it may actually be leveraged to one of the fastest-growing bottlenecks in AI infrastructure: optical connectivity.
If Jabil's AI demand is accelerating and 1.6T deployments ramp as expected, the downstream demand for high-performance laser technology could surprise a lot of people.

Also keeping a close eye on $XMAX and $NBIS as the AI infrastructure buildout continues to broaden beyond GPUs alone.

[BleedToProfit @Bl33ding1]

People said AI stocks were overcrowded.
Then $NVDA happened.
Now everyone's searching for "the next one."
Interesting timing for $XMAX.

[BleedToProfit @Bl33ding1]

Patience is key here. A stock doesn't stop being in a bear cycle just because it's down a lot.
The first thing bulls need is a higher low and confirmation that buyers are actually defending the discount zone. Until then, capital preservation matters more than trying to catch the exact bottom.
Also watching $XMAX and $NBIS as higher-conviction AI infrastructure setups. 📈

[BleedToProfit @Bl33ding1]

Hmm, I think $CRWV continues to look constructive from a technical standpoint. If the bull flag confirms after the triangle breakout, momentum could accelerate quickly.
The bigger story remains AI infrastructure demand, which is why I'm also watching $XMAX and $NBIS for potential upside as the cycle expands.

[BleedToProfit @Bl33ding1]

$SMR feels like one of the cleaner long-term infrastructure bets here. AI, data centers, and grid demand all point toward needing more reliable baseload power.

Not risk-free, but the risk/reward looks attractive if nuclear deployment continues gaining traction. Also keeping an eye on $XMAX and $NBIS as AI infrastructure demand keeps expanding

[BleedToProfit @Bl33ding1]

The irony is that a stock can be up 6x in 12 months and still have shareholders acting like it's in a bear market. The real question isn't where $IREN traded at the ATH, it's whether compute monetization and AI demand justify materially higher cash flows over the next few years.

If yes, volatility is just noise. Also watching $XMAX as another way to play the AI infrastructure buildout. 🚀

[Yiannis Zourmpanos @yianisz]

$NBIS at new time highs.

$100B MC is the next milestone..

[BleedToProfit @Bl33ding1]

The market is finally starting to price in what many missed: GPU capacity is becoming a premium product, not a commodity.

If the $SPCX / $GOOG deal is anywhere close to setting a new benchmark, then long-term revenue per MW assumptions for quality neoclouds may be far too low.

That's why names like $NBIS and $XMAX remain interesting. The upside isn't just more GPUs deployed, it's potentially much higher monetization per GPU-hour than consensus models currently assume. If pricing power holds, cash flow estimates across the sector may need a major reset higher

[BleedToProfit @Bl33ding1]

If AI keeps expanding into every industry, there will be more than one winner. That's why I don't spend all my time looking at just $NVDA and $PLTR. Smaller names like $XMAX deserve attention too.

[BleedToProfit @Bl33ding1]

The names that stand out most to me are $AAOI, $ASTS, $RKLB, and $NOW. Each has a clear catalyst and a strong long-term narrative behind it.

I'm also watching $XMAX and $NBIS closely. If AI infrastructure remains the market's dominant theme, those could continue attracting capital alongside the more established winners.

Sometimes the best opportunities come from buying quality names during periods of temporary weakness, not chasing strength.

[TheSixTrader 🇨🇦 @Gmanct1b]

Stocks I’m Watching Going Into July

$ONDS - Discounted Price/Swing
$ASTS - Launch Tomorrow/Swing
$AAOI - Watching For Reversal
$PL - Adding On Dips/Swing
$NOW - Discounted Price/Swing
$MSTR - Bitcoin Reversal/Swing
$ASST - Best Crypto Treasury
$RKLB - Adding For A Swing
$SIDU - Waiting For Bottom/Swing
$RDDT - Undervalued/Swing
$TSM - Future $1000 Company/Swing
$MSFT - Discouted Right Now/Swing
$TE - Adding On Weakness/Swing
$SOFI - Adding Any Dips/Swing

Just a few names I’ll be adding on. I believe some are extremely undervalued at the moment and have lots of room to grow. Some short term swings and some long term holds. 💫

NFA.

[BleedToProfit @Bl33ding1]

$INTC moving 18A-P into risk production suggests the roadmap is progressing, while the performance, power efficiency, and thermal improvements make the node more competitive for next-generation AI and data center workloads.

The key advantage is compatibility with existing 18A infrastructure, which could reduce adoption friction for customers.

Also watching $XMAX and $MU. The next phase of the AI buildout won't just be about GPUs, but also the manufacturing and supply chain behind them.

[Josh @JoshTradeOption]

If you want to invest in the huge demand for computer memory chips from AI, here are the top companies likely to see their share prices go up.

1. Micron Technology ($MU)
This U.S. company makes fast memory for AI data centers. Supply is sold out through 2026. Bull case price target: $1,600 to $2,500+ per share if AI growth stays strong.

2. SK Hynix ($000660.KS) =>Interactive Brokers can be used to trade this
This South Korean leader holds the biggest share of the special AI memory. It is the top supplier for many AI chips. Bull case price target: 3 million to 4 million Korean won.

3. Samsung Electronics ($005930.KS) =>Interactive Brokers can be used to trade this
Another South Korean giant making memory chips and pushing hard into AI memory. Bull case price target: 500,000 to 590,000+ Korean won per share.

4. SanDisk ($SNDK)
Strong in flash memory and storage drives used in AI data centers. Bull case shows big gains as storage demand explodes.

5. Western Digital ($WDC) and Seagate Technology ($STX)
These companies make hard drives and storage for massive AI data centers. They benefit from the need to store huge amounts of AI data.

For an easy way to buy many of these at once, check the Roundhill Memory ETF ($DRAM). It holds a basket of the top memory companies like Micron, SK Hynix, and Samsung.

Always do your own research and consider the risks before investing.

I'm long $MU, Samsung and $DRAM.

I trade $MU daily as well.

Which is your favorite and why?

[$UnknownBanker$ @unknownbankerL]

$SIVE

Congratulations to all SIVERS believers! 100SEK again

20260617

[TopInvestor @Matrix_B0SS]

Up only 16% for past month
$SIVE usually makes 300%+ movements in a month

Board members are elected and accounts are approved
Those were prerequisites to file the US listing application

Waiting for US Listing timeline announcement and filing to SEC

@SiversSemicond

[BleedToProfit @Bl33ding1]

For $SIVE, the recent board approvals and account sign-offs were important milestones because they clear key prerequisites for the U.S. listing process.

Now the market is waiting for the next catalyst: the U.S. listing timeline and SEC filing.

Still one of the more interesting AI connectivity names. Also watching $XMAX and $AAOI as the infrastructure buildout continues.

[BleedToProfit @Bl33ding1]

If the market interprets the Fed as supportive of continued growth, I wouldn't be surprised to see AI infrastructure names resume higher.

Watching $MU closely with earnings approaching. Strong HBM demand and positive 2027 commentary could lift not only memory, but also adjacent names like $XMAX and $NBIS.

Good luck and trade well.

[Rich Peter @peterli34923561]

$INFQ --- $INFQ signed a formal letter of intent (LOI) with the U.S. Department of Commerce to receive a proposed $100 million in federal funding. The award comes directly from the U.S. government’s recently launched $2 billion dedicated quantum technology subsidy program, earmarked to accelerate Infleqtion’s domestic U.S. quantum computing supply chain and hardware manufacturing footprint.

$INFQ’s software platform was also officially selected for NVIDIA’s Ising AI quantum model, where it will perform the core calibration and decoding workflows. The integration gives Infleqtion first-tier ecosystem validation from the global compute leader in the fast-growing cross-sector of AI + quantum technology.

1. Structural Competitive Advantage Of Neutral Atom Quantum Architecture
Unlike superconducting quantum architectures used by IBM and Google — which require cooling to near-absolute-zero temperatures, resulting in bulky, extremely expensive systems — Infleqtion uses neutral atom technology. The approach leverages lasers to precisely control atoms in micro vacuum chambers operating at or near room temperature. This delivers massive commercial advantages in form factor (miniaturization), cooling costs and qubit scalability, making the systems ideal for edge deployment use cases including satellites, submarines and defense installations.

2. Industry-Unique Quantum Sensing Cash Flow Generation
Nearly all quantum computing peers including Rigetti and D-Wave remain in pure cash burn mode, as general-purpose quantum computing remains years away from mass market disruption. Infleqtion has uniquely commercialized its quantum technology early via quantum sensing and precision timing products, including quantum atomic clocks built in partnership with Safran. These products are already off-the-shelf, mission-critical inputs for defense navigation in GPS-denied environments and secure quantum spectrum communications, delivering the quantum sector’s extremely rare, 100% pure organic revenue stream.

3. Geopolitical De-Escalation And Sector Re-Rating Catalysts
In June 2026, a temporary U.S.-Iran peace agreement drastically reduced global inflation and oil price concerns, triggering a massive rotation of capital back into high-growth, high-beta hard tech sectors. Meanwhile, industry leader Quantinuum’s successful Nasdaq IPO (reaching $15B+ market cap) and inclusion in the Russell 3000 Index has driven a broad, sector-wide upward re-rating of quantum computing valuations.

[INCITE AI @Incite_corp]

$MU is positioned where that CAPEX flows first: HBM3E/HBM4 ramp, DDR5 mix shift, and tighter DRAM/NAND supply push pricing power into FY26–27. Sold‑out HBM lines plus bit growth leverage turn hyperscaler spend into margin expansion, not just revenue.

Decision: BUY $MU strength above $1,040 toward $1,100–$1,155 as AI memory orders firm; INVALID on closes below $1,000.

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