묭묭

[묭묭 @Dai5y_memory]

@HudsonCarneir11 손

[묭묭 @Dai5y_memory]

@guaguaaiwo 99

[Mike Investing @MrMikeInvesting]

The $NVDA CEO, Jensen Huang just revealed the full 5 layer stack the AI super cycle is built upon…

These 5 layers include:

1. Energy ~ $CEG, $VST, $OKLO, $EOSE, $GEV
2. Chips & Computing ~ $NVDA, $AMD, $TSM, $MU, $ARM
3. Cloud & Data Centers ~ $NBIS, $IREN, $CRWV, $APLD, $CIFR
4. AI Models ~ $MSFT, $GOOGL, $META, $AMZN, $ORCL
5. Applications ~ $PLTR, $TSLA, $NOW, $SNOW, $CRM

Without these companies there is no AI; which is exactly why these names will continue to see massive long term growth.

Save this for later…

[Bill Brooklyn @BillBrooklyn10]

I’m 60 years old and retired from JPMorgan. My monthly income is $105,000.
My May advice:
$AAPL (Apple) — Don’t buy
$BABA (Alibaba) — Don’t buy
$SNDK (SanDisk) — Don’t buy
$INTC (Intel) — Buy at $102–$108
$NVDA (Nvidia) — Buy at $215–$221
$MSFT (Microsoft) — Buy at $409–$415
$MU (Micron Technology) — Buy at $710–$716
People ask, “Why don’t you charge?”
I’ve made enough. Sharing is my passion — that’s why I post for free.

[Gang @euphoria_707]

🚨트럼프가 지금 보유 중인 상장주식 전체 리스트

트럼프가 찍어준 정답지 잘 저장해두시길 😉

---

2026년 5월 8일 OGE 재무공시 기준
$100K(약 1.4억 원) 이상만 필터링

🔴 $50M 이상
DJT (Trump Media) — 미디어/테크 (압도적 1위)

🟠 $5M – $25M
OBDC (Blue Owl Capital Corp) — 금융(BDC)

🟡 $500K – $1M
OWL (Blue Owl Capital Inc) — 금융(대체투자)

AAPL (Apple) — 테크

MSFT (Microsoft) — 테크

NVDA (NVIDIA) — 반도체

BX (Blackstone) — 금융(PE)

🟢 $250K – $500K

MS (Morgan Stanley) — 금융

GOOGL (Alphabet A) — 테크

AMZN (Amazon) — 테크/커머스

META (Meta Platforms) — 테크

AVGO (Broadcom) — 반도체

BRK.B (Berkshire Hathaway B) — 금융

🔵 $100K – $250K

GOOG (Alphabet C) — 테크

V (Visa) — 금융(결제)

LMT (Lockheed Martin) — 방산

IBM — 테크

TXN (Texas Instruments) — 반도체

CAT (Caterpillar) — 산업

HON (Honeywell) — 산업

C (Citigroup) — 금융

PG (Procter & Gamble) — 소비재

MCD (McDonald's) — 소비재

HD (Home Depot) — 소비재

DUK (Duke Energy) — 유틸리티

WMB (Williams Cos) — 에너지

CSCO (Cisco) — 테크/네트워크

GIS (General Mills) — 소비재/식품

GLW (Corning) — 소재/테크

MDT (Medtronic) — 헬스케어

MET (MetLife) — 금융(보험)

JCI (Johnson Controls) — 산업

COST (Costco) — 소비재(리테일)

JPM (JPMorgan Chase) — 금융

--
해당 문건에는 팔란티어 없네요 🥲

https://t.co/IoHFxRjQPZ

[Options selling with Christian @optionscjp]

Stocks I’m looking to buy the dip on this week if we get a dip:

$NOK below $13
$BB below $6
$META below $600
$QCOM below $175
$IREN below $58
$AMZN below $260
$VG below $11
$NBIS below $160
$AAOI below $125
$KRKNF below $5
$NOW below $25
$UAMY below $10
$USAR below $20
$NVDA below $200
$RKLB below $85

[Mike Investing @MrMikeInvesting]

We are currently in a “once in a lifetime” AI super cycle…

Phase 1 was: (already gone)
Semiconductors ~ $NVDA, $AMD, $INTC, $ARM

Phase 2 is: (passing by now)
Memory ~ $MU, $SNDK, $WDC
Photonics ~ $AAOI, $AEHR, $LITE, $MRVL

The current phase is Neo Cloud/AI infrastructure:
$IREN, $NBIS, $CRWV, $CIFR, $APLD

Next wave (many will miss)
Rare Earths ~ $USAR, $MP, $UUUU, $FCX
Power & Cooling~ $VRT, $CEG, $OKLO, $OSS

Finally it all concludes with these 3 sectors:
Robotics ~ $TSLA, $PATH, $SERV
Space ~ $RKLB, $ASTS, $PL, $LUNR
Drones ~ $ONDS, $AVAV, $LMT

Many will make generational wealth from this AI super cycle over the next 7 months.

Save this to look back on later…

[Value Investing Edge @StonkValue]

Best stocks to own until 2030-

Optical sector
1. $AAOI
2. $AXTI
3. $LWLG
4. $LITE
5. $COHR

Critical Minerals
1. $USAR
2. $UUUU
3. $ALB
4. $MP
5. $UEC
6. $UAMY

Nuclear
1. $OKLO
2. $BWXT

Memory/Storage
1. $SNDK
2. $MU
3. $WDC
4. $MRAM

Defense
1. $ONDS
2. $OSS
3. $PLTR

Quantum
1. $IONQ
2. $QBTS
3. $RGTI

Space
1. $RKLB
2. $FLY
3. $SATL
4. $PL
5. $ASTS

Energy
1. $AMPX
2. $TE
3. $EOSE
4. $BE

AI Infrastructures
1. $NBIS
2. $IREN
3. $CIFR
4. $ALAB

Robotics
1. $AMZN
2. $SERV
3. $SYM

Semiconductor-
1. $NVTS
2. $MRVL
3. $AMD
4. $ARM
5. $AMBQ

Have patience, compounding can change our lives!

Bookmark this post for research!

[묭묭 @Dai5y_memory]

@rr0785994734189 저요~

[묭묭 @Dai5y_memory]

@poosesw0_0 주소 뭔가용

[묭묭 @Dai5y_memory]

@flowerpilates69 저용

[묭묭 @Dai5y_memory]

@rumi_2614 저도 보고싶어염

[묭묭 @Dai5y_memory]

@miomiyao 나도나두

[🐼シマパンダ🍮 @shimapanda0_0]

可愛いな可愛いな🫶🏻

@aimyonGtter

[あいみょん 🦭 @aimyonGtter]

カップリング曲のdie die dieは

大好きな人が許せない。
私と同じくらい不安になって欲しいのに、
なんか余裕なの、許せない。
私がまたおかしくなってくだけか😇

って曲です。はーと。

[あいみょん 🦭 @aimyonGtter]

15枚目のシングル「あのね」が
今日リリースになりましたっ🧶
私史上1番長い曲です。
6分47秒あります。溢れた！
是非聴いてもらえると嬉しいです。
よろしくお願いします🍬

[ノッチ🦭 @p9f3Hbm3TQjYqvw]

7本目の指返すとこ好き✨明日楽しみ！
＠aimyonGtter

[ノッチ🦭 @p9f3Hbm3TQjYqvw]

この2箇所ツアーではない独特のハモリしてるから、聴けば聴くほどフェス行きたくなる🔥
＃あいみょん
＃夢追いベンガル

[ゆい🦊 @yui__aim]

最近よくTikTokで風になる流れてくるたびにこれ思い出す
画録してた2年前の私優秀