Ray Invest👑

GOLD & SILVER GUY. STOCKMARKET. GEOPOLITICS. OIL. GOLD IS KING👑

[Whale Insider @WhaleInsider]

JUST IN: 🇨🇳 Chinese AI chip start-up Dongfang Suanxin exits stealth mode, bets on 3D stacking to bypass U.S. export controls.

[Ray Invest👑 @Curties22]

@ReleGlo @mumaijay "Xiseveseve" money is clean.

[Ray Invest👑 @Curties22]

@mkhizedr1 @mongwe29 @destinyzee But I already conceeded on this one guys😂

[Ray Invest👑 @Curties22]

@RLyrics80601 @mongwe29 @destinyzee I already conceeded😫

[Ray Invest👑 @Curties22]

@notbonke @mongwe29 @destinyzee 😂😂 I lost. I take it back

[Ray Invest👑 @Curties22]

@thandie_bae @mongwe29 @destinyzee Why?😂😂

[Ray Invest👑 @Curties22]

@MahlanguThembaA @mongwe29 @destinyzee Why do you assume otherwise?

[Ray Invest👑 @Curties22]

@notbonke @mongwe29 @destinyzee I never claimed to be smart. From the given infor there is no telling on how much deposit is paid

[Ray Invest👑 @Curties22]

@Londy16Ndlovu @mongwe29 @destinyzee Only once, when you sign a lease. So we deduct the security deposit from them R180 000 and then divide what's left by 6.

[TrendSpider @TrendSpider]

It's rare to see Nvidia $NVDA at the bottom of any list

Chip and Memory Stocks YTD after the recent pullback:

🟢 Sandisk $SNDK +621%
🟢 Micron $MU +231%
🟢 Intel $INTC +220%
🟢 Western Digital $WDC +207%
🟢 Seagate $STX +192%
🟢 Arm Holdings $ARM +180%
🟢 Advanced Micro Devices $AMD +137%
🟢 Applied Materials $AMAT +128%
🟢 ASML $ASML +57%
🟢 Taiwan Semi $TSM +40%
🟢 Broadcom $AVGO +3%
🟢 Nvidia $NVDA +2%

[Vebjørn | VJN @VJNCapital]

$GOOG might be the best «tech fund» in the world

Google Search, YouTube Ads, Google Subscriptions/Platforms/Devices (Play, YouTube Premium, Google One, Pixel), Google Cloud, Google Network (AdSense/AdMob), Waymo

Then they also have large stakes in $SPCX and Anthropic

All within one company

[Investing visuals @InvestingVisual]

Many photonics names are down 30-40% from their highs.

A great time to revisit the photonics value chain and best positioned businesses:

Layer 1: Materials & wafers
• $GLW
• $AXTI
• $IQE
• $AIXA
• $AMS

Layer 2: Core photonic devices
• $IPGP
• $COHR
• $LITE
• $LASR
• $SIVE

• Layer 3: Components & modules
• $AAOI
• $MTSI
• $FN
• $VIAV
• $LPTH

Layer 4: Systems & equipment
• $ASML
• $BESI
• $ASM
• $LPKF
• $MKS

Layer 5: Test, metrology & yield
• $CAMT
• $FORM
• $AEHR
• $ONTO
• $VIAV

The deep dive below covers these layers and companies in much more detail, along with many visuals to help you understand the technical concepts.

Enjoy!

[CK Capital @CKCapitalxx]

The market is near all time highs.

But look at some of your favorite stocks.

$NVDA. ATH $236. Now $194. Down 18%.

$META. ATH $795. Now $584. Down 27%.

$TSLA. ATH $498. Now $394. Down 21%.

$MU. ATH $1,255. Now $976. Down 22%.

$SNDK. ATH $2,350. Now $1,760. Down 25%.

$NBIS. ATH $299. Now $216. Down 28%.

$CRWV. ATH $166. Now $82. Down 51%.

$LITE. ATH $1,085. Now $725. Down 33%.

$MRVL. ATH $329. Now $245. Down 26%.

$AAOI. ATH $233. Now $121. Down 48%.

$QCOM. ATH $260. Now $177. Down 32%.

All down 18 to 51% while the index sits at records.

[Shay Boloor @StockSavvyShay]

HERE ARE THE TOP 15 PERFORMERS OF 2026

1. $SNDK +635%
2. $AAOI +247%
3. $AEHR +247%
4. $AXTI +246%
5. $MU +242%
6. $INTC +226%
7. $PENG +214%
8. $DELL +213%
9. $WDC +213%
10. $TWST +213%
11. $BE +212%
12. $MRVL +189%
13. $ARM +188%
14. $DOCN +171%
15. $NBIS +158%

[FindleysFinance @FindleysFinance]

$META is reportedly finalizing a partnership to host Anthropic’s Claude AI models within its data centers as a new venture called Meta Compute.

This could generate billions in revenue from Meta's excess GPU capacity while helping Anthropic address severe resource limitations.

[Dividend Talks on YouTube @DividendTalks]

Stocks Near 52 Week Lows:

Meta $META - $580

S&P Global $SPGI - $430

Microsoft $MSFT - $390

McDonald’s $MCD - $280

Intuit $INTU - $275

Constellation Energy $CEG - $240

Lowe’s $LOW - $230

Adobe $ADBE - $220

T-Mobile $TMUS - $180

Equifax $EFX - $170

Salesforce $CRM - $165

SAP $SAP - $160

PepsiCo $PEP - $145

Oracle $ORCL - $140

Accenture $ACN - $140

Palantir $PLTR - $130

Lululemon $LULU - $120

Shopify $SHOP - $120

ServiceNow $NOW - $105

Walt Disney $DIS - $100

Sea Limited $SE - $100

Abbott Laboratories $ABT - $95

Alibaba $BABA - $95

Medtronic $MDT - $80

Zoetis $ZTS - $75

Netflix $NFLX - $75

Uber $UBER - $75

Kroger $KR - $60

Fiserv $FISV - $50

PayPal $PYPL - $45

Nike $NKE - $44

General Mills $GIS - $37

Chipotle $CMG - $35

Toast $TOST - $28

VICI Properties $VICI - $27

Pfizer $PFE - $24

Figma $FIG - $21

AT&T $T - $20

The Trade Desk $TTD - $19

NU Holdings $NU - $13

Snap $SNAP - $4

Grab $GRAB - $4

Buying any?

[Evan | Investments @NotA_Bull]

I don't understand why $BRK.B dumped $UNH.

What happened to the saying…

“Our favorite holding period is forever.”

They announced $UNH just 10 months ago, and they've already sold it.

What is this?

[0xDipper @Dipper_pol]

Bill Ackman just put ~38% of his fund into Alphabet, Amazon, and Meta - his AI bet. and his logic is the opposite of the hype.

he's not trying to pick the winning model. "it's not clear which frontier model wins, or whether there's a winner at all." OpenAI led, then Google, now - his words - Anthropic seems to be the leader.

so instead of betting on a model, he bets on what every model needs: compute. and the cloud is the safest, most scalable way to own that. picks and shovels, not the gold.

the twist: the market punished these names for spending hundreds of billions on AI. Ackman bought because of the selloff - cheaper price, accelerating growth.

~17-min talk, free. a $15B investor on the safest way to play the AI boom ↓

[Shay Boloor @StockSavvyShay]

$NBIS is expanding into Spain securing an 18MW lease with Merlin Properties at its Getafe campus.

The move marks Nebius first entry into the Spanish market and another step in scaling its European AI infrastructure footprint.