DailyStockPick⚡

Top shared and followed Daily Podcast for stock picks … Not financial advice. All charting using @trendspider

[DailyStockPick⚡ @DailyStockPick3]

Bloom Energy ($BE) - Just upgraded in the Seeking Alpha Quant to a STRONG BUY.

✅ Is it a buy here? The success of the Seeking Alpha Quant rating has been proven.
✅ But what about my 10 part system that includes technicals and fundamentals? Is it a buy based on that?

Get all the information at https://t.co/HmjIpSuLjv including the FREE analysis from @TrendSpider AI assistant - Sidekick - it's been incredibly ACCURATE and has made me quite a bit of money.

[Michael | Hypermarkets @itsmichaelluu]

97% probability $SPY crashes at least 10% after June 15.

There's 4 massive reasons $SPY can't avoid it:

1. Large IPOs like $SPCX will trigger sell off.
Major IPOs drain liquidity. The 1999–2000 dot-com IPO wave pulled $100B+ from markets before $SPY crashed 78%.

2. Kevin Warsh hawkish FOMC on June 17
Hawkish Fed surprises trigger immediate selloffs. In June 2022, a surprise 75bps hike sent SPY down 8.4% in 5 days.

3. $MU $ORCL earnings is the peak of market
Semis and enterprise software peak earnings historically signal cycle tops. $MU peaked in June 2018 $SPY followed with a 20% correction by December.

4. Midterm elections for Trump is this year
Midterm years average a 17% $SPY drawdown before Q4 recovery. 2022 saw $SPY drop 25% into October before reversing Trump's 2026 midterms follow the same cycle.

♻️ RESHARE this post and write 1 comment, I'll share with you my $SPY target for the crash.

[Shay Boloor @StockSavvyShay]

$NVTS makes power semiconductors that help AI servers move electricity more efficiently down to the chips running the workloads

If AI racks keep scaling to higher power levels then Navitas sits in picks-and-shovels layer of AI factory where power delivery becomes the bottleneck

[TrendSpider @TrendSpider]

SpaceX $SPCX is now poised to go public at the highest IPO valuation ever.

We asked Sidekick whether SpaceX is a "Buy" "Wait" or "Avoid" at valuation prices.

Here's what it had to say:

[DailyStockPick⚡ @DailyStockPick3]

Live Crowdstrike and Broadcom Earnings with Mike from Trendspider https://t.co/AQRUe4MtUv

[DailyStockPick⚡ @DailyStockPick3]

@hamids I was shocked to get the alert but totally makes sense. Thanks for making the portfolio public. 🙏🙏

[DailyStockPick⚡ @DailyStockPick3]

When will this run end and how will you know when it’s over? There will be signs and Seeking Alpha has a great article today on how to identify the stocks that would be “at risk”.
But let’s be honest - this market is easy right now!

[DailyStockPick⚡ @DailyStockPick3]

Alpha Picks Portfolio - the returns speak for themselves.
2 picks per month
They alert you when to sell
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[Value Investing Edge @StonkValue]

$NVDA CEO, Jensen Huang recently highlighted the next AI architecture shift will be copper inside the rack and optics across the data center.

Photonics stock after this news today.

$LASE +200%
$MRVL +33%
$OPTX +22%
$AEHR +21%
$COHR +18%
$LWLG +15%
$LITE +14%
$GLW +13%
$VIAV +11%
$CIEN +10%
$AAOI +9%
$LASR +8%
$MTSI +8%
$IPGP +6%
$CSCO +6%
$AVGO +5%
$MKSI +4%

Incredible!

[DailyStockPick⚡ @DailyStockPick3]

Me in April telling people to buy $MU $CRDO $AMD and so many other fundamentally good business at technically low levels

[Shay Boloor @StockSavvyShay]

$BE CEO just said the company doesn’t need to issue shares to meet surging AI data center demand.

Bloom provides fast-to-deploy on-site power for data centers waiting on the grid and its $20B backlog growing 2.5x shows the demand is real.

[Sam Badawi @Sam_Badawi]

$ALAB Astera Labs expanded its Taiwan engineering footprint and Cloud-Scale Interop Lab to accelerate AI infrastructure validation alongside partners including $AMD, $NVDA, $INTC and Arm.

The expansion strengthens collaboration with major ODMs such as Foxconn, Quanta, Inventec and Wiwynn, helping customers shorten qualification cycles and bring new AI training and inference capacity online faster.

[TrendSpider @TrendSpider]

June is Amazon's month to shine ☀️
$AMZN

[Lin @Speculator_io]

Jensen literally told you where to invest.

This is his 5-Layer AI Cake:

Layer 1: Energy
$BE $GEV $PWR $AMPX $VICR $VST $NVTS $BWXT $CEG $UEC $CCJ

Layer 2: Chips
$NVDA $TSM $INTC $AVGO $AMD $ASML $ARM $MRVL $AAOI $AXTI $COHR $MU $SNDK $STX $OPTX $LITE $ICHR $AEHR $WDC

Layer 3: Infrastructure
$NBIS $IREN $CRWV $APLD $VRT $DELL $HPE $ORCL

Layer 4: Models
$GOOGL $META $AMZN $TSLA

Layer 5: Applications
$NOW $PLTR $DOCN $SNOW $NET $FSLY $INOD

[Oguz Erkan @oguzerkan]

$META bears think it won’t be able to generate ROI on its AI capex.

Meanwhile Jensen Huang: “Nobody uses AI better than $META.”

Period.

[Kip Herriage @KHerriage]

During the dot com melt-up of 1995-2000, Nasdaq put up gains of 572%.

To date, from the 10/13/22 bear market lows, Nasdaq is up just 162%.

Listening to bears calling this a bubble top could cost you a lot of money.

[TrendSpider @TrendSpider]

Software is staging a major comeback 👀

7-day returns:
🟢 $TEAM +31%
🟢 $NOW +29%
🟢 $PANW +27%
🟢 $ORCL +26%
🟢 $GTLB +26%
🟢 $CRWD +20%
🟢 $DDOG +20%
🟢 $CRM +13%
🟢 $PLTR +11%
🟢 $MSFT +6%

[Sam Badawi @Sam_Badawi]

$NBIS is now 3rd largest position in the portfolio now about to overtake $AMZN and $ON.

$NVDA Jensen Haung said it right...

[Sam Badawi @Sam_Badawi]

The portfolio is at new ATHs today with $MRVL up over 40%.

Find all of my best ideas, full portfolio breakdowns, trade alerts, and exclusive research:
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[DailyStockPick⚡ @DailyStockPick3]

@ArthurKOTM @WOLF_TradingX @Sam_Badawi Alpha picks https://t.co/w8TWGEfp41

[DailyStockPick⚡ @DailyStockPick3]

The PRO Quant Portfolio is a weekly rebalanced model portfolio you can follow. The portfolio typically holds 30 positions selected from Seeking Alpha’s top-rated ‘Strong Buy’ stocks and is built for long-term capital appreciation.
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