D'pac

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[Justin Banks @RealJGBanks]

I have MADE over $1,000,000 in the last 2 MONTHS.

The SECRET?

Having a watchlist for every major sector so I can spot rotations EARLY.

HERE IS MY SECTOR ROTATION WATCHLIST:

Memory: $MU $SNDK $WDC

Semis: $NVDA $AMD $ARM $INTC $AMAT

Networking: $AVGO $MRVL $CRDO $ANET $ALAB

Photonics: $AAOI $LITE $COHR $NVTS $GLW

Power / Electrification: $VRT $GEV $NNE

Data Centers: $IREN $CIFR $APLD $NBIS

Defense: $PLTR $KTOS $AVAV

Drones: $ONDS $DPRO $UMAC

Robotics: $OUST $SYM $TSLA

Space: $ASTS $RKLB $RDW $LUNR

Quantum: $IBM $IONQ $QBTS $RGTI

Nuclear: $OKLO $SMR $CCJ

Fintech: $HOOD $SOFI $AFRM

Autonomous: $JOBY $ACHR

The biggest winners come from finding the next sector rotation before everyone else.

I will HELP you be EARLY to the next rotation.

[Lawrence Fuller @laura3292880142]

I'll only say it once.This might be the fastest way to accumulate $3 million by the end of 2026:
$MVST (Microvast) → $4 Must buy
$ENVX (Enovix) → $9 Must buy
$EOSE (Eos Energy) → $7 Must buy
$SES (SES AI) → $2 Must buy
$STEM (Stem) → $3 Must buy
$SLDP (Solid Power) → $2 Must buy
$FREY (FREYR Battery) → $4 Must buy

I often get asked why I don't turn this into paid content, but for me, sharing stock information is just a hobby.
I'm not financially struggling, so I choose to share it for free.

NFA

[Vebjørn | VJN @VJNCapital]

I love buying great companies on sale

Here are 10 of the best companies in the world that are down a lot the last month

1/10 $MSFT

[Vebjørn | VJN @VJNCapital]

7 companies I believe currently trade below fair value:

1/7 $META

[Ankur Choudhary @ankurc07]

NRIs can now earn 20% in USD on FCNR deposits by using leverage to amplify their returns.

Indian banks have started offering USD FCNR rates in the 6-7% range after the RBI agreed to absorb the USD INR hedging costs.

While that is attractive enough on its own, such high rates enable NRIs with access to cheap credit overseas to borrow dollars at a lower rate, say 5% and invest them in an FCNR at 7%, thus making an almost risk free 2% on the borrowed capital.

A similar thing happened in 2013 and $26 Bn flowed into FCNR deposits by NRIs and is now happening again at an even bigger scale.

👉 This is how it works:

The NRI, her foreign bank and her Indian bank providing the FCNR deposit coordinate together to do the following.

1) NRI brings 100K USD of his own to the foreign bank.

2) The foreign bank lends a multiple of that, e.g. 9x i.e. 900K USD to the NRI at say 5.5% for the sole purpose of creating the FCNR deposit.

3) The entire 1 Mn USD is directly wired to the Indian bank for an FCNR deposit at 7%. The deposit is lien marked to the foreign bank as collateral.

The NRI earns 7% on her original 100K and nets 1.5% on the borrowed 900K USD.

✅ The overall returns on the original 100K USD: 7% + 9 x 1.5% = a whopping 20.5%!

Even a 1% loan-vs-deposit rate spread with 9x leverage will yield 16% returns.

This time the inflows can be even bigger than 2013 because instead of overseas banks, the lending can be done by the @GIFTCity_ branch of the same Indian bank making the partnership and execution much easier.

⚠️ Caveats:

- Not a retail product. Limited access due to huge demand. Minimum deposit 100K+. Leverage and borrowing rates will vary based on client relationship with the bank.

- The RBI policy supporting higher rates is only for 3-5 year FCNR deposits and only valid till September 30.

❗ Risks:

- The Indian bank may default. Deposits are only insured up to INR 5 lakh per customer per bank by RBI.

- The overseas lending bank may recall the loan early for whatever reason.

- If the loan is availed at floating rates and not fixed rate, then any future hike in lending rate can wipe out returns or also cause losses.

- Risk of change in policy e.g. around repatriation of deposits on maturity.

P.S. Join our NRI Whatsapp community to stay updated on best FCNR options - https://t.co/oOiCKSbgg2.

@GetBelong

[Fam @fammetaX]

You lost $200 on the game last Sunday

$RGTI: $25 → $300

$IONQ: $72 → $500

$QBTS: $30 → $350

$IBM: $297 → $1,300

The US government just picked winners. You picked the wrong team again

[WallStreetBets @wallstreetbets]

BREAKING: Leopold Aschenbrenner reveals his new trades in ONE WEEK

his last portfolio was disgusting:

> BE +1422%
> LITE +1330%
> SNDK + 3130%

25 years old and somehow outperforming every Wall Street legend

I’ll post the next trades when they drop

might want notifications on 👀

[The Assembly @InTheAssembly]

Is this the next big investment?

Uranium and nuclear stocks just had one of the most violent green days the sector has ever seen.

Names up 10%, 11%, 14%, 16%, 23% in a single session.

There’s something nobody is talking about.

The entire US uranium mining sector is still tiny.

You could buy every single US uranium producer combined for a fraction of what one mid-cap tech stock is worth.

Meanwhile every hyperscaler on Earth is racing to lock in nuclear power for their AI data centers.

– Microsoft restarted Three Mile Island
– Amazon bought Talen's nuclear-powered campus
– Google signed an SMR deal with Kairos Power
– Oracle is building three small modular reactors for 1GW

The supply of uranium is constrained.

The demand from AI just went parabolic.

The sector is still small compared to where the money is flowing.

When real capital rotates in here the moves could be violent.

Tickers worth knowing: LEU, UUUU, UEC, SMR, OKLO, LTBR, CCJ, URA

Smart money is already positioned, but retail hasn't even shown up yet.

When we make a new move in the market, we will let you know.

Turn on notifications so you don’t miss our alerts, this is VERY important.

Many people will wish they followed us sooner.

[The Assembly @InTheAssembly]

A 25 year old just turned $225 million into $5.5 billion in 12 months.

Here’s exactly what he bought.

Leopold Aschenbrenner got fired from OpenAI in April 2024.

He spent the next few months writing a 165-page thesis predicting AGI by 2027.

Then he launched a fund and put his money where his thesis was.

He bought zero Nvidia. Zero Microsoft. Zero Google. Zero Amazon.

He bought what AI actually runs on.

Bloom Energy (BE), power infrastructure for data centers. Up 1,422% in one year.

Lumentum (LITE), optical components that move data between chips. Up 1,331%.

Sandisk (SNDK), storage. Up 3,130%.

CoreWeave (CRWV), GPU cloud infrastructure. Up 166%.

Iris Energy (IREN), AI computing and data centers. Up 583%.

The thesis was simple: every AI company needs energy, bandwidth, storage, and compute.

Nobody was buying those. Everyone was buying the AI companies themselves.

He was right.

His fund now manages $6 billion. Backed by Patrick and John Collison of Stripe and former GitHub CEO Nat Friedman.

I’m adding this to my watchlist.

Every time he files a new 13F, we will break it down here.

Turn on notifications so you don’t miss the alert, this is VERY important.

Many people will wish they followed us sooner.

[The Assembly @InTheAssembly]

In August 2025, the US government purchased a 9.9% stake in Intel for $8.9 billion.

Today, it’s worth $41 billion.

What else are they holding? Here it is:

MP Materials (+104%). Only domestic rare earth processor in the US. China controls 85% of global supply.

USAR (+28%). The Department of Commerce took an 8% equity stake and gave it a $1.3 billion loan.

LAC (+46%). Building one of the largest lithium mines in US history.

TMQ (+90%). Copper and cobalt in Alaska. The government put $35 million in to fast-track permitting.

Semiconductors, rare earths, lithium, copper, cobalt.

Every single one is a supply chain China currently dominates.

Do you notice the pattern?

Every time the US government takes a position in a stock, it goes up.

Because when the government becomes your customer, your lender, and your co-owner at the same time, the downside gets a lot smaller.

These four names are still early. Intel already turned $8.9 billion into $41 billion.

The question is not whether this strategy works, the question is which position moves next.

We’re tracking their holdings in real time.

The moment something interesting shows up, you’ll hear it here first. Turn on notifications.​​​​​​​​​​​​​​​​

Many people will wish they followed us sooner.

[ADNOC Group @ADNOCGroup]

The Strait of Hormuz: just 33 km wide, yet it keeps the world moving.

When it flows, energy moves and economies grow.
When flows are disrupted, the impact is felt everywhere.

[Ahmed Khalifa @_A_khalifa]

UAE air defense is
straight-up elite & super unique!

Not random systems
it’s a smart layered beast:

THAAD + Patriot For ballistic
NASAMS For mid-range,
Pantsir + SkyKnight + Cheongung
(Korean killer) crush drones
& close threats.

Everything talks to each other
perfectly with top radars.
Skies locked down tight!

[Alexander Eliasson @alexeliasson]

Abu Dhabi Ship Building $ADSB
- The only listed defense pure-play in UAE 🇦🇪

$420m mcap (-$80m net cash)
$340m EV

Secured backlog - with manufacturing in progress - represents +9x of current market cap.

According to the CEO, a month ago, more is on the way 👇

[Pluto @Pluto_0x]

I think over the next 12 months there may be a once in a lifetime opportunity to buy UAE equities

The kind of setup where even if you go all in, you still feel underexposed.

This is roughly my plan :

Phase 1
Start slowly accumulating the more defensive, resilient names over the next 6 to 8 months:

- Salik
- Dewa
- Adnoc Gas + Drilling
- Fab
- Taqa
- Adib

Phase 2
Dubai is far more exposed than Abu dhabi to tourism, real estate, discretionary spending, and foreign sentiment. That means it will likely take longer to find a bottom

But it will also offer the best opportunities once the market fully prices the damage

- Emaar Properties + Development
- Emirates NBD

Probably is still too early, but you definitely want to bookmark this and pay attention.

If you have lived in UAE, you know for a fact that they will bounce back, is not a matter of “if” but only a matter of “when”

[Dumb Hunter | Try Maven @DumbMoneyHunter]

This Video got REMOVED from Youtube, because my winrate was too high and youtube didn't think it was possible

Download it now before you can never find it again!

[Rishabh @Rixhabh__]

Instead of watching a 2-hour movie, watch this masterclass on Claude Code from scratch:

[Amit @HeyAmit_]

Claude FULL COURSE 1 HOUR (Build & Automate Anything)

[Neyazuddin Ansari @riyazz_ai]

Instead of watching 2 hours Netflix, learn claude in 60 minutes for Free.

[NiFτy @niftyinvest]

Nickel 👀👀👀👀

$CNC.V / $CNIKF
$SHL.V / $SRCGF