I miss having two Teslas, but truthfully, there’s nothing in their lineup that comes even close to the Cybertruck. The steer by wire, speed, utility, and tech make it the best truck ever made. Period.
My gameplan for $AMD
Pullback towards $423, ideally even lower.
This is where you should consider loading up.
Then a strong reversal towards $700.
This is where you should get cautious.
The CPU-Inference ramp for $AMD is just starting, the real growth is still ahead.
Over the long-term, there's a good chance we will see this outgrowing $NVDA.
Donald Trump has gone undefeated in the stock market, & has been literally telling you what to buy.
So far he’s called:
$INTC at $19 & ran +594%
$DELL at $230 & ran +96%
$NOW at $81 & ran +59%
He’s now calling:
$USAR at $14
$MP at $41
$ALOY at $7
“I’ll tell you how to make money, do magnets”
Don’t miss out again…
NEW ALL IN*: $CLSK @ 15.83
I said the biggest winners in H2 2026 will be neoclouds and now I'm putting my money where my mouth is on the one with the most asymmetric upside.
Thesis is simple: every hyperscaler is raising capex and it will be a neocloud summer 😎
$CLSK has more than 1.8 GW of power and just signed a 20-year $6.6B triple-net lease (~100% margins) with a mystery hyperscaler.
Contracted revenue could rise to $11.6B, 3X their current market cap.
They are earlier in the transition from bitcoin miner to AI data center but that also means the bigger the re-rating.
IMO high-reward low-risk swing as the market prices in we need MORE compute from all these earning reports and good long-term hold too if you're into that.
Also:
- Leopold owns $100M about ~5% of the company
- $META is the rumored hyperscaler
- 32% short interest, one of the highest amongst neoclouds
It's been green the last few days amongst this rollercoaster of a market which is good strength to me and worth an entry today.
Huge credit to @michaelsikand for this amazing writeup https://t.co/8l0E6nVou7 and @Dick_Capital too.
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*As a reminder: this is my challenge account where I restarted with $35k to go all-in swing trading 1 stock at a time to $10M again.
Currently at $49K.
Realtime alerts to subscribers. Summaries after market close to non-subscribers.
As always, please do your own research with your own independent thinking and risk tolerance and decide your own buys and sells. I may trade on a whims notice.
Tesla has released a new Balance Bike for Kids for $225 in the U.S.
"Features a lightweight magnesium frame, adjustable seat and futuristic design. Finished with the Tesla wordmark on the side and the Tesla “T” logo on the front. Suitable for children 2-5 years old."
Product Features:
• Five height levels
• Minimum leg length: 13.7 in (35 cm)
• Recommended weight limit: 66.1 lb (30 kg)
• Maximum weight limit: 77.1 lb (35 kg)
Shop: https://t.co/AcxcZQF1rG
$IMMX has become my second-largest biotech holding after $URGN.
This one is interesting — it’s not a direct cancer killer BUT its digital filter can benefit oncology in a big way. NXC-201 is a BCMA CAR-T targeting relapsed/refractory AL Amyloidosis (a rare, serious plasma cell disorder). What makes it special is their proprietary “digital filter” technology in the CAR construct. It dramatically reduces non-specific signaling, resulting in:
• 95% Complete Response rate (19/20 patients) in the latest NEXICART-2 interim data
• Almost no neurotoxicity (0% ICANS observed)
• Very mild & short CRS (mostly Grade 1-2, often 1 day)
This safety profile is a game-changer — it could make CAR-T much more usable for frail patients and potentially broader adoption by community oncologists.
Financially:
• Just raised $150M in May, giving them a strong cash runway into mid-2028
• On track for topline data in Q3 2026 and BLA filing in H2 2026
• If approved, analysts see peak sales potential of $800M–$1.2B+ with label expansion
My price targets (post-dilution):
• 12 months: $30 – $45
• 2–3 years (post-approval): $55 – $85
• 5 years (mature revenue): $80 – $130+
Strong data + clean balance sheet + best-in-class safety makes this one of the more attractive risk/reward setups in biotech right now. Position sized accordingly.
Not financial advice — do your own research. Always invest what you can afford to lose. I always advise retail investors don’t use margin.
I know some fantastic experts in the field but I always appreciate experts commenting
$URGN just landed as TD Cowen's top SMIDcap pick for 2026, and the story is Zusduri, their bladder cancer therapy. Permanent J-code reimbursement kicked in Jan 1, doctors are repeat prescribing, and physician surveys hint at far bigger adoption than the Street models. Moving aver