Derek Whitmore

Focused on fundamentals, catalysts, and opportunities before they become crowded.
Stocks • Crypto • AI • Market Trends

[Derek Whitmore @Derek__Whitmore]

A strong trading day starts with a good conversation.

Today inside my free stock community, we broke down some of the biggest names moving in the market:

$NVDA
$AMD
$TSLA
$MU
$META
$AMZN
$PLTR
$RKLB
Members shared thoughts, charts, and questions while we focused on one thing:
Where are the important levels, and what does price action tell us next?
I created this group with my partners for investors who want to learn, exchange ideas, and stay prepared.
No fees. No selling. No hype.
Just market discussions, watchlists, and real setups.
Comment “YES” and I’ll send you an invite.
#Stocks #Trading #Investing

[Derek Whitmore @Derek__Whitmore]

Retweet + Follow + Turn on notifications 🔔 for daily stock insights!

[Derek Whitmore @Derek__Whitmore]

🎯🎯🎯Washington is showing where it wants strategic capital to go.

That’s useful information. It is NOT a buy signal.

Since 2025, the U.S. and its partners have backed chips, nuclear power and critical manufacturing with equity, grants, loans and warrants.

1. $INTC — Intel

Latest quote: $92.03 (+2.4%).

The U.S. bought roughly 9.9% of Intel for $8.9B at $20.47 per share.

That position is now worth more than 4x the entry price.

The rest of the list is in the replies.

[Derek Whitmore @Derek__Whitmore]

6. $GFS — GlobalFoundries

Latest quote: $46.11 (-1.2%).

Commerce finalized a $375M quantum R&D grant, with the government receiving roughly 9.9M shares at $37.85.

Strategic support is real.

But quantum revenue is still a future story, not next quarter’s earnings.

[Derek Whitmore @Derek__Whitmore]

5. $GEV — GE Vernova

Latest quote: $908.44 (-1.4%).

The U.S.-Japan framework includes up to $40B for BWRX-300 small modular reactors in Tennessee and Alabama, targeting roughly 3 GW.

Big nuclear theme. Very long timeline.

[Derek Whitmore @Derek__Whitmore]

4. $CCJ — Cameco

Latest quote: $80.70 (-1.0%).

Cameco co-owns Westinghouse, which is tied to an $80B U.S. reactor plan.

The DOE also offered up to $17.5B in conditional loans for equipment supporting up to 10 AP1000 reactors.

Long-duration catalyst. Permits and construction timelines matter more than the headline.

[Derek Whitmore @Derek__Whitmore]

3. $WOLF — Wolfspeed

Latest quote: $24.14 (+3.9%).

The Pentagon offered up to $1.5B in 30-year financing, with warrants for up to 7.5% if the deal closes.

That can buy the company time, but it doesn’t erase the balance-sheet risk.

Conditional funding plus dilution means smaller size and more patience.

[Derek Whitmore @Derek__Whitmore]

2. $VST — Vistra

Latest quote: $149.70 (-1.6%).

The DOE announced a conditional commitment of up to $4.2B to upgrade nuclear plants in Ohio and Pennsylvania, preserving roughly 4 GW and adding 433 MW.

The AI power thesis is real.

The word “conditional” matters.

[Derek Whitmore @Derek__Whitmore]

@OrkAk18 Hi! Anil, I just sent you the invite in your DMs. Whenever you get a chance, please take a look. I’d genuinely be happy to have you join us, and I hope you find the group helpful!

[Derek Whitmore @Derek__Whitmore]

@Emskidabrat Hi! Emski, I just sent you the invite in your DMs. Whenever you get a chance, please take a look. I’d genuinely be happy to have you join us, and I hope you find the group helpful!

[Derek Whitmore @Derek__Whitmore]

🎯🎯Our team is putting together a new market research report covering 20 U.S. stocks on our radar.

We’ll break down key catalysts, entry zones, price targets, and risk levels across AI, data infrastructure, energy, and digital assets.

The goal? Spot potential opportunities before they become crowded.

You’re welcome to join our free investment community and check out the report when it’s ready.

I’ve sent the invitation link to your DMs. Hope to see you inside!

[Derek Whitmore @Derek__Whitmore]

🎯🎯Our team is putting together a new market research report covering 20 U.S. stocks on our radar.

We’ll break down key catalysts, entry zones, price targets, and risk levels across AI, data infrastructure, energy, and digital assets.

The goal? Spot potential opportunities before they become crowded.

You’re welcome to join our free investment community and check out the report when it’s ready.

I’ve sent the invitation link to your DMs. Hope to see you inside!

[Derek Whitmore @Derek__Whitmore]

🎯🎯Canada’s September CPI came in at 3.1% YoY, up from 3.0% in August but below the 3.2% consensus.

BUT… A BIG BUT. Gasoline jumped 27.8%, while CPI excluding gasoline was 2.2% and groceries slowed to 1.7%. That makes this look more energy-driven than broad-based.

The TSX was down roughly 0.7% even as the loonie firmed. Banks and REITs may stay rate-sensitive, while energy stocks could read the fuel shock differently. The Bank of Canada has a tough call: look through the spike, or worry it sticks?
https://t.co/jrr27XrkmW

[Derek Whitmore @Derek__Whitmore]

💥💥CANADA CPI IS NEXT. GOLD TRADERS, WATCH THE REACTION.

Today, 8:30 a.m. ET:
• September CPI forecast: 3.2% YoY
• Previous: 3.0%
• Spot gold: ~$4,173/oz at 7:09 a.m. ET

The key question: Is this another energy-driven bump, or is inflation spreading? I’m watching CPI-trim and CPI-median for clues.

My gold playbook:

HOTTER → A firmer Canadian dollar could pressure CAD-priced gold, all else equal.

COOLER → A weaker Canadian dollar could support CAD-priced gold.

For XAU/USD, Canada’s CPI is a secondary catalyst. A softer U.S. dollar and lower U.S. real yields would support gold; rising yields could cap the bounce.

[Derek Whitmore @Derek__Whitmore]

🎯🎯🎯 MY 10 STOCK PICKS FOR THIS WEEK

$IREN (IREN Ltd) — $26.99 | Watch $25.50–$27.00
$ONDS (Ondas) — $6.04 | Watch $5.70–$6.00
$SPCX (SpaceX) — $146.03 | Watch $142–$146
$NVDA (NVIDIA) — $214.13 | Watch $210–$214
$MU (Micron) — $878.84 | Watch $865–$880
$CRDO (Credo) — $169.70 | Watch $164–$169
$PLTR (Palantir) — $186.03 | Watch $182–$186
$AAPL (Apple) — $343.46 | Watch $340–$343
$AVGO (Broadcom) — $328.75 | Watch $323–$329
$HOOD (Robinhood) — $98.87 | Watch $95–$99

For the exact entry timing, specific price points, and real-time setup updates, join my free WhatsApp group.
https://t.co/j86NcaddVF

[Derek Whitmore @Derek__Whitmore]

A strong trading day starts with a good conversation.

Today inside my free stock community, we broke down some of the biggest names moving in the market:

$NVDA
$AMD
$TSLA
$MU
$META
$AMZN
$PLTR
$RKLB
Members shared thoughts, charts, and questions while we focused on one thing:
Where are the important levels, and what does price action tell us next?
I created this group with my partners for investors who want to learn, exchange ideas, and stay prepared.
No fees. No selling. No hype.
Just market discussions, watchlists, and real setups.
Comment “YES” and I’ll send you an invite.
#Stocks #Trading #Investing

[Derek Whitmore @Derek__Whitmore]

@Emskidabrat Sounds good! I just sent you the invite via DM. Check it out when you get a chance!

[Derek Whitmore @Derek__Whitmore]

A strong trading day starts with a good conversation.

Today inside my free stock community, we broke down some of the biggest names moving in the market:

$NVDA
$AMD
$TSLA
$MU
$META
$AMZN
$PLTR
$RKLB
Members shared thoughts, charts, and questions while we focused on one thing:
Where are the important levels, and what does price action tell us next?
I created this group with my partners for investors who want to learn, exchange ideas, and stay prepared.
No fees. No selling. No hype.
Just market discussions, watchlists, and real setups.
Comment “YES” and I’ll send you an invite.
#Stocks #Trading #Investing

[Derek Whitmore @Derek__Whitmore]

@714Peter Sounds good! I just sent you the invite via DM. Check it out when you get a chance!

[Derek Whitmore @Derek__Whitmore]

💥💥CANADA CPI IS NEXT. GOLD TRADERS, WATCH THE REACTION.

Today, 8:30 a.m. ET:
• September CPI forecast: 3.2% YoY
• Previous: 3.0%
• Spot gold: ~$4,173/oz at 7:09 a.m. ET

The key question: Is this another energy-driven bump, or is inflation spreading? I’m watching CPI-trim and CPI-median for clues.

My gold playbook:

HOTTER → A firmer Canadian dollar could pressure CAD-priced gold, all else equal.

COOLER → A weaker Canadian dollar could support CAD-priced gold.

For XAU/USD, Canada’s CPI is a secondary catalyst. A softer U.S. dollar and lower U.S. real yields would support gold; rising yields could cap the bounce.

[Derek Whitmore @Derek__Whitmore]

🎯🎯🎯Best opportunities I’m watching right now:

Space
1. $RKLB
2. $SPCX

Photonics
1. $AXTI
2. $AAOI
3. $CRDO
4. $LITE
5. $COHR

Drones/Robotics
1. $ONDS
2. $OUST

Software/Fintech
1. $HOOD
2. $PLTR
3. $NOW

AI Infrastructure
1. $NBIS
2. $IREN
3. $CIFR

Semiconductors
1. $AEHR
2. $PENG
3. $INTC
4. $AVGO

Storage
1. $SNDK
2. $DRAM
3. $MU

Robotics
1. $OUST
2. $TSLA

Nuclear
1. $OKLO
2. $VST

Hedge funds are taking serious damage, and leveraged traders could get flushed out next. The best dip-buying opportunities often appear after forced selling.

Save this list and check back later.

[Derek Whitmore @Derek__Whitmore]

🎯AI isn’t one stock—it’s a 5-layer stack:

1️⃣ Power: $CEG $VST $GEV
2️⃣ Compute: $NVDA $AMD $AVGO $MU
3️⃣ Cloud: $NBIS $IREN $CRWV
4️⃣ Models: $MSFT $GOOGL $META
5️⃣ Apps: $PLTR $TSLA $NOW

The AI supercycle is built from the ground up. Pick your layer—and don’t chase every shiny ticker. 😂

Retweet + Follow + Turn on notifications 🔔 for daily stock insights!

[Derek Whitmore @Derek__Whitmore]

🎯AI isn’t one stock—it’s a 5-layer stack:

1️⃣ Power: $CEG $VST $GEV
2️⃣ Compute: $NVDA $AMD $AVGO $MU
3️⃣ Cloud: $NBIS $IREN $CRWV
4️⃣ Models: $MSFT $GOOGL $META
5️⃣ Apps: $PLTR $TSLA $NOW

The AI supercycle is built from the ground up. Pick your layer—and don’t chase every shiny ticker. 😂

Retweet + Follow + Turn on notifications 🔔 for daily stock insights!

[Derek Whitmore @Derek__Whitmore]

@JordanBoo345223 @oglincolnbeats @VuoriTrading Fair question—I’m definitely a real person. I’m just trying to keep up with a lot of messages, so my replies may come across a little too organized.