Broken

[Lin @Speculator_io]

Trump’s plan to ban Chinese optical transceivers.

This just triggered a massive rally across the entire sector:

$SIVE Sivers Semiconductors +20.33%
$AAOI Applied Optoelectronics +17.31%
$FN Fabrinet +13.27%
$LWLG Lightwave Logic +13.49%
$COHR Coherent +12.53%
$POET POET +12.09%
$AEHR Aehr Test Systems +11.96%
$MRVL Marvell Technology +10.42%
$IQE IQE +10.07%
$WOLF Wolfspeed +9.51%
$TER Teradyne +9.58%
$LPTH LightPath Technologies +8.68%
$LASR nLIGHT +8.15%
$SOI Soitec +7.96%
$AMKR Amkor Technology +7.75%
$FORM FormFactor +7.67%
$ONTO Onto Innovation +6.86%
$LITE Lumentum +6.38%
$SMTC Semtech +6.31%
$SANM Sanmina +5.79%
$TECK Teck Resources +5.81%
$VIAV Viavi Solutions +6.23%
$CRDO Credo Technology +6.68%
$ALMU Aeluma +6.09%
$LRCX Lam Research +5.14%
$COHU Cohu +4.86%
$CIEN Ciena +5.33%
$VECO Veeco Instruments +4.57%
$MTSI MACOM Technology +4.40%
$AMAT Applied Materials +4.15%
$STM STMicroelectronics +3.97%

[Lin @Speculator_io]

Here are some of the biggest earnings winners of Q2 so far:

Semis
$AXTI AXT Inc. +28.74%
$FORM FormFactor +26.28%
$AEHR Aehr Test Systems +21.91%
$SIMO Silicon Motion Technology +21.66%
$LRCX Lam Research +17.98%
$CLS Celestica +10.04%

Software & Cloud
$EXLS EXLService +17.88%
$IDCC InterDigital +16.16%
$MSFT Microsoft +15.51%
$AMZN Amazon +15.32%
$SAP SAP +9.30%

Healthcare & Medtech
$BFLY Butterfly Network +15.07%
$CDNA CareDx +14.72%
$GEHC GE HealthCare +12.15%
$ABT Abbott Laboratories +10.71%
$TMO Thermo Fisher Scientific +8.71%

Infrastructure & Industrial
$PWR Quanta Services +17.26%
$URI United Rentals +10.11%
$WAB Wabtec +10.04%
$MOD Modine Manufacturing +8.91%

Defense
$LMT Lockheed Martin +10.54%
$BAH Booz Allen Hamilton +10.11%

Consumer Tech
$GRMN Garmin +16.23%

Consumer
$CMG Chipotle Mexican Grill +12.50%
$SFM Sprouts Farmers Market +9.71%

Financials
$TRV The Travelers Companies +9.22%
$GS Goldman Sachs +9.00%

[Lin @Speculator_io]

Lots of AI infra stocks have gone through large corrections over the past few weeks.

Meanwhile, AI capex is still accelerating.

Now, there are tons of high-quality, fast-growing companies ready to crush earnings again.

[Lin @Speculator_io]

Leopold Aschenbrenner’s portfolio if he hadn’t been forced to sell:

[Lin @Speculator_io]

A List of Founder-Led Stocks:

Chips
$NVDA NVIDIA

Software
$PLTR Palantir
$APP AppLovin

Data Centers
$ORCL Oracle
$DELL Dell
$NBIS Nebius
$CRWV Coreweave
$IREN IREN
$ALAB Asteralabs

FinTech
$HOOD Robinhood
$COIN Coinbase
$XYZ Block
$ETOR eToro
$BULL WeBull
$LMND Lemonade
$NU Nubank
$AFRM Affirm
$DAVE Dave

Space
$SPCX SpaceX
$RKLB Rocketlab
$ASTS AST Spacemobile

Health
$HIMS hims&hers
$VEEV Veeva Systems
$TEM Tempus AI

Automotive
$TSLA Tesla
$CVNA Carvana

Cloud Databases
$DDOG Datadog

Sales & Marketing
$CRM Salesforce

Cybersecurity
$NET Cloudflare
$ZS Zscaler
$OKTA Okta
$CRWD Crowdstrike
$S SentinelOne
$RBRK Rubrik
$FTNT Fortinet

(Social) Media
$META Meta
$SNAP Snap
$ROKU Roku
$RDDT Reddit
$RBLX Roblox

E-Commerce
$SHOP Shopify
$MELI Mercado Libre
$SE Sea

Consumer Apps
$DASH DoorDash
$ABNB Airbnb
$GRAB Grab

Real Estate
$Z Zillow

Productivity
$ZM Zoom
$TEAM Atlassian
$WDAY Workday

[Shay Boloor @StockSavvyShay]

UPDATED FIB LEVELS FOR POPULAR STOCKS

Drones
• $ONDS $8
• $AVAV $146
• $KTOS $52
• $MRCY $88

Quantum
• $IONQ $42
• $RGTI $17
• $QBTS $20
• $INFQ $13

Nuclear
• $OKLO $37
• $UUUU $12
• $GEV $942
• $LEU $182

Space
• $RKLB $58
• $ASTS $53
• $PL $19
• $RDW $12

Photonics
• $AAOI $101
• $LITE $715
• $COHR $221
• $AEHR $98

CPU Bottleneck
• $AMD $418
• $INTC $69
• $ARM $235
• $AMKR $45

AI Utilities
• $IREN $41
• $NBIS $210
• $CIFR $15
• $CRWV $79

AI Power
• $ON $72
• $BE $162
• $NVTS $9
• $VRT $219

AI Connectivity
• $AVGO $367
• $ALAB $251
• $CRDO $224
• $MRVL $227

AI Silicon Stack
• $NVDA $209
• $TSM $382
• $ASML $1,510
• $MU $819

AI Applications
• $PLTR $169
• $NOW $125
• $CRWD $173
• $SNOW $257

Physical AI
• $TSLA $354
• $AMZN $252
• $GOOGL $330
• $VPG $53

[Burak Finance @burak_finance]

WALL STREET’S MOST BULLISH PRICE TARGETS FOR POPULAR STOCKS

AI Utilities
• $IREN $105 (+184%)
• $NBIS $410 (+116%)
• $HUT $263 (+139%)
• $CORZ $55 (+139%)
• $CRWV $167 (+132%)
Photonics
• $AAOI $220 (+120%)
• $LITE $1,300 (+70%)
• $COHR $465 (+65%)
• $AEHR $125 (+64%)
Space
• $RKLB $150 (+134%)
• $ASTS $115 (+105%)
• $PL $53 (+159%)
• $LUNR $75 (+477%)
Quantum
• $IONQ $100 (+203%)
• $RGTI $40 (+186%)
• $QBTS $45 (+181%)
• $QUBT $30 (+275%)
Drones
• $AVAV $326 (+117%)
• $KTOS $150 (+219%)
• $MRCY $120 (+20%)
• $ONDS $25 (+213%)
Nuclear
• $OKLO $140 (+241%)
• $UUUU $32 (+191%)
• $SMR $25 (+213%)
• $LEU $390 (+138%)
CPU
• $AMD $1,250 (+162%)
• $INTC $200 (+122%)
• $ARM $500 (+92%)
• $AMKR $90 (+38%)
Physical AI
• $TSLA $600 (+93%)
• $AMZN $400 (+47%)
• $SYM $84 (+110%)
AI Power
• $EOSE $15 (+341%)
• $BE $390 (+88%)
• $NVTS $21 (+91%)
• $VRT $500 (+72%)
AI Connectivity
• $AVGO $630 (+62%)
• $ALAB $460 (+58%)
• $CRDO $350 (+66%)
• $MRVL $400 (+106%)
AI Hardware
• $NVDA $500 (+149%)
• $TSM $650 (+61%)
• $ASML $2,850 (+63%)
• $MU $2,200 (+167%)
• $SKHY $355 (+147%)
AI Applications
• $PLTR $230 (+87%)
• $NOW $248 (+151%)
• $CRWD $725 (+296%)
• $SNOW $370 (+38%)

[Shay Boloor @StockSavvyShay]

Leopold Aschenbrenner's Situational Awareness exited its entire public-equities book through a single-buyer transaction just as its former holdings are ripping today:

• $BE +26%
• $NBIS +25%
• $SHAZ +26%
• $IREN +25%
• $SNDK +20%
• $CRWV +20%
• $TE +14%
• $AMD +13%

[Futurist | 10x Disruptive Stocks @futurist_lens]

Stop asking, "What stock should I buy?"
Start asking, "What disruptive theme is emerging?"

Bookmark this.

• Robotics → $TSLA $VPG $SYM $OUST
• Photonics → $AAOI $AXTI $AEHR $LITE
• Space → $RKLB $ASTS $LUNR $PL
• AI Infrastructure → $NBIS $VRT $IREN
• AI Energy → $CEG $VST $OKLO $SMR
• Power Semis → $VICR $NVTS $MPWR $ON
• AI Inference → $AMD $ARM $INTC $RMBS
• Quantum → $IONQ $INFQ $RGTI
• Rare Earths → $MP $UUUU $USAR

Find the right theme first.

[Value Investing Edge @StonkValue]

Stocks in the best buy zones:

1. $TE | U.S. solar and battery supply chain

2. $ONDS | Multi-domain autonomy ecosystem

3. $IONQ | Trapped ion quantum computing platform

4. $SATL | Earth intelligence platform

5. $NVDA | Accelerated computing engine powering AI

6. $MRAM | Mission-critical non-volatile memory leader

7. $LWLG | Electro-optic polymer photonics

8. $IREN | Renewable-powered AI cloud and data-center

9. $FLY | Responsive space and defense platform

10. $RKLB | End-to-end space platform

11. $AMPX | High-energy silicon-anode battery platform

12. $NVTS | GaN and SiC power semiconductor platform

14. $MSFT | Enterprise AI and cloud operating layer

15. $ASTS | Space-based cellular broadband network.

Will be posting charts and alerting in the subscriber community when the breakout happens.

[Shay Boloor @StockSavvyShay]

UPDATED FIB LEVELS FOR POPULAR STOCKS

Space
• $RKLB $92
• $ASTS $79
• $PL $26
• $RDW $8

Quantum
• $IONQ $44
• $RGTI $16
• $QBTS $20
• $INFQ $10

Drones
• $ONDS $7
• $AVAV $174
• $KTOS $52
• $MRCY $104

Nuclear
• $OKLO $50
• $UUUU $12
• $GEV $906
• $LEU $132

Photonics
• $AAOI $103
• $LITE $636
• $COHR $311
• $AEHR $59

CPU
• $AMD $515
• $INTC $120
• $ARM $304
• $AMKR $64

Physical AI
• $TSLA $382
• $AMZN $230
• $GOOGL $357
• $ISRG $397

AI Utilities
• $IREN $31
• $NBIS $213
• $CIFR $17
• $CRWV $67

AI Power
• $EOSE $4
• $BE $265
• $NVTS $13
• $VRT $282

AI Connectivity
• $AVGO $334
• $ALAB $341
• $CRDO $210
• $MRVL $225

AI Hardware
• $NVDA $192
• $TSM $419
• $ASML $1,732
• $MU $869

AI Applications
• $PLTR $121
• $NOW $104
• $CRWD $171
• $SNOW $181

[Shay Boloor @StockSavvyShay]

10 SMALL-CAP NAMES UNDER $5B WORTH WATCHING

1. $CLPT navigation platform for neurosurgeons
2. $OSS rugged edge compute for the battlefield
3. $OUST eyes & perception for physical AI machines
4. $NVTS GaN power for $NVDA 800V data center shift
5. $AMBQ ultra-low-power silicon for always-on edge AI
6. $AMBA edge AI vision chips for cameras, cars & robots
7. $TMDX expanding organ care with fleet & network effect
8. $TE building America's solar supply chain from cell to module
9. $AEHR wafer-level burn-in for photonics, HBM & high-power AI chips
10. $ONDS autonomy & counter-drone systems for the modern battlefield

[Shay Boloor @StockSavvyShay]

10 stocks near 52-week lows where the stock is broken but the business isn’t:

1. $PLTR | Palantir
2. $MSFT | Microsoft
3. $META | Meta
4. $SOFI | SoFi
5. $MELI | MercadoLibre
6. $SE | Sea Limited
7. $UBER | Uber
8. $NFLX | Netflix
9. $MA | Mastercard
10. $GRAB | Grab

[Khusboo Tayal @KhusbooT14835]

80+ AI tools to finish months of work in minutes.

1. Research

- ChatGPT
- Copilot
- Gemini
- Abacus
- Perplexity

2. Image

- Fotor
- Dalle 3
- Stability AI
- Midjourney
- Microsoft Designer

3. CopyWriting

- Rytr
- Copy AI
- Writesonic
- Adcreative AI

4. Writing

- Jasper
- HIX AI
- Jenny AI
- Textblaze
- Quillbot

5. Website

- 10Web
- Durable
- Framer
- Style AI

6. Video

- Klap
- Opus
- Eightify
- InVideo
- HeyGen
- Runway
- ImgCreator AI
- Morphstudio .xyz

7. Meeting

- Tldv
- Otter
- Noty AI
- Fireflies

8. SEO

- VidIQ
- Seona AI
- BlogSEO
- Keywrds ai

9. Chatbot

- Droxy
- Chatbase
- Mutual info
- Chatsimple

10. Presentation

- Decktopus
- Slides AI
- Gamma AI
- Designs AI
- Beautiful AI

11. Automation

- Make
- Zapier
- Xembly
- Bardeen

12. Prompts

- FlowGPT
- Alicent AI
- PromptBox
- Promptbase
- Snack Prompt

13. UI/UX

- Figma
- Uizard
- UiMagic
- Photoshop

14. Design

- Canva
- Flair AI
- Designify
- Clipdrop
- Autodraw
- Magician design

15. Logo Generator

- Looka
- Designs AI
- Brandmark
- Stockimg AI
- Namecheap

16. Audio

- Lovo ai
- Eleven labs
- Songburst AI
- Adobe Podcast

17. Productivity

- Merlin
- Tinywow
- Notion AI
- Adobe Sensei
- Personal AI

18. Social media management

- Tapilo
- Typefully
- Hypefury
- TweetHunter

Follow me for more.

[Broken @Bwinny7]

@wemuffin_ +เยอะแต่ตังค์น้อยงับ

[Broken @Bwinny7]

@wemuffin_ มีค้าบ

[Shay Boloor @StockSavvyShay]

12 MONOPOLIES SHAPING THE FUTURE

1. $NVDA powers AI
2. $META rules social
3. $GOOGL owns search
4. $PLTR became AI’s OS
5. $NFLX defined streaming
6. $AXON runs public safety
7. $TSLA drives real-world AI
8. $ASML controls chipmaking
9. $TSM owns chip production
10. $AMZN built global logistics
11. $SHOP powers SMB e-comm
12. $HOOD unlocked retail investing

[Shay Boloor @StockSavvyShay]

10 SETUPS I’M WATCHING FOR 2H 2025

1. $SOFI | SoFi
2. $AMD | Advanced Micro Devices
3. $ACHR | Archer Aviation
4. $U | Unity
5. $TEM | Tempus AI
6. $EOSE | Eos Energy
7. $AEHR | Aehr Test Systems
8. $BEAM | Beam Therapeutics
9. $SNOW | Snowflake
10. $MDB | MongoDB

[Shay Boloor @StockSavvyShay]

10 GROWTH STOCKS POSITIONED IF THE MIDDLE EAST CONFLICT ESCALATES

1. $PLTR | Palantir
2. $AXON | Axon
3. $NET | Cloudflare
4. $CRWD | CrowdStrike
5. $ACHR | Archer
6. $RKLB | Rocket Lab
7. $ASTS | Ast Spacemobile
8. $EOSE | Eos Energy
9. $RBRK | Rubrik
10. $ENVX | Enovix

[Shay Boloor @StockSavvyShay]

12 STOCKS TO FUTURE-PROOF YOUR PORTFOLIO ACROSS THIS DECADE’S TOP GROWTH THEMES 👇

• $META | AR/VR
• $NVDA | Generative AI
• $TSLA | Robotics
• $PLTR | Big Data
• $CRWD | Cybersecurity
• $AXON | Drones
• $TEM | Healthcare AI
• $AMZN | Cloud
• $CCJ | Nuclear
• $RKLB | Space
• $HOOD | Democratized Finance
• $IONQ | Quantum