Cerv

Investor!

[Cerv @CervKnowledge]

Wall Street is seeing a strong rebound, with technology and semiconductor stocks leading the gains.

$SNDK +6.61%
$MRVL +6.22%
$INTC +5.92%
$AMD +3.98%
$MU +3.85%
$DELL +3.84%
$AMZN +2.83%
$AVGO +2.23%

[Cerv @CervKnowledge]

@wildfairydom Happy Birthday 🎂

[Cerv @CervKnowledge]

Jensen Huang and Lisa Su are first cousins once removed and they now run two of the most valuable semiconductor companies in the world.

Nvidia $NVDA has surged to roughly $5 trillion

Now AMD $AMD has officially crossed $1 trillion

[Cerv @CervKnowledge]

Big green day on Wall Street.

S&P 500: 7,500.58 (+1.08%)
Dow: 51,564.70 (+0.14%)
Nasdaq: 26,517.93 (+1.91%)
Russell 2000: 2,979.77 (+2.12%)

Are you riding the winners or hugging the index?

[Cerv @CervKnowledge]

Performance in May:

S&P 500: 5.15%
Nasdaq: 8.36%

$VOO $QQQM $QQQ

[Cerv @CervKnowledge]

@trillary_banks_ Reported

[Cerv @CervKnowledge]

Nuclear energy is quietly becoming one of the biggest investing themes tied to the AI boom.

Why? AI data centers require massive amounts of electricity, and many investors believe nuclear power could play a major role in meeting future energy demand.

These ETFs give exposure to different parts of the industry:
• Uranium mining
• Nuclear infrastructure
• Global nuclear energy companies
• Innovation in nuclear technology

Instead of betting on one company, ETFs spread your investment across multiple businesses in the sector.

$NUKZ $NLR $URNM $URA $HURA $NUCL

[Cerv @CervKnowledge]

Micron hitting a $1 trillion market cap would’ve sounded impossible just a few years ago.

Now memory chips are one of the biggest bottlenecks in AI growth, and investors are rewarding the companies solving that problem.

The AI race continues to reshape the market.

$MU $NVDA $AVGO $TSM

[Cerv @CervKnowledge]

Nuclear energy is quietly becoming one of the biggest investing themes tied to the AI boom.

Why? AI data centers require massive amounts of electricity, and many investors believe nuclear power could play a major role in meeting future energy demand.

These ETFs give exposure to different parts of the industry:
• Uranium mining
• Nuclear infrastructure
• Global nuclear energy companies
• Innovation in nuclear technology

Instead of betting on one company, ETFs spread your investment across multiple businesses in the sector.

$NUKZ $NLR $URNM $URA $HURA $NUCL

[Cerv @CervKnowledge]

Major CEOs from companies like NVIDIA, Apple, Tesla, and major financial firms joined President Donald Trump during the China visit as the U.S. and China continue discussing trade, AI, semiconductors, and business relations.
$TSLA $NVDA $AAPL

[Cerv @CervKnowledge]

The world’s most valuable companies are now dominated by AI, cloud computing, software, and digital ecosystems.

Top 5 by market cap (May 2026):

$NVDA NVIDIA — $5.45T
$GOOGL Alphabet — $4.76T
$AAPL Apple — $4.40T
$MSFT Microsoft — $3.13T
$AMZN Amazon — $2.84T

[Cerv @CervKnowledge]

Major CEOs from companies like NVIDIA, Apple, Tesla, and major financial firms joined President Donald Trump during the China visit as the U.S. and China continue discussing trade, AI, semiconductors, and business relations.
$TSLA $NVDA $AAPL

[Cerv @CervKnowledge]

Stocks that have more than tripled in value over the past year:

• $SNDK Sandisk: +3,130%
• $LITE Lumentum: +1,332%
• $WDC Western Digital: +916%
• $STX Seagate: +688%
• $CIEN Ciena: +606%
• $MU Micron: +574%
• $INTC Intel: +366%
• $FIX Comfort Systems: +334%
• $CLS Celestica: +325%

[Cerv @CervKnowledge]

Top 10 by market cap:

Nvidia — $4.77T
Google — $4.71T
Apple — $4.18T
Microsoft — $3.06T
Amazon — $2.94T
TSMC — $2.05T
Broadcom — $2.03T
Meta — $1.54T
Berkshire Hathaway — $1T
Oracle — $533B

A small group of companies now drives a huge portion of the stock market.
$NVDA $GOOGL

[Cerv @CervKnowledge]

The world’s most valuable companies in 2026:

$NVDA — $4.8T
$GOOGL — $4.6T
$AAPL — $4.0T
$MSFT — $3.0T
$AMZN — $2.9T

Tech continues to dominate… and AI is leading the charge.

[Cerv @CervKnowledge]

$VOO is the simplest way to own America’s biggest winners.

The top holdings now make up nearly 39% of the fund — led by:

• $NVDA – 7.57%
• $AAPL – 6.67%
• $MSFT – 4.92%
• $AMZN – 3.64%
• $GOOGL – 3%
• $AVGO – 2.63%
• $GOOG – 2.40%
• $META – 2.24%

5 yr Return: 73%

[Cerv @CervKnowledge]

The S&P 500 averages ~10% per year…

But the reality?
• Best year: +34%
• Worst year: -38%
• Positive ~75% of the time

Long-term investors win by staying invested, not timing it.

[Cerv @CervKnowledge]

Wall Street is expecting the S&P 500 to keep climbing in 2026
$VOO $SPY $IVV

[Cerv @CervKnowledge]

The S&P 500 averages ~10% per year…

But the reality?
• Best year: +34%
• Worst year: -38%
• Positive ~75% of the time

Long-term investors win by staying invested, not timing it.

[Cerv @CervKnowledge]

“Recession-proof” doesn’t mean no risk—it means consistent demand.

These companies sell everyday essentials (auto parts, pizza, pest control, groceries, home improvement), so even when the economy slows down, people still spend money with them.

The lesson: boring, consistent businesses often win over time.