Evan Sarnacki

[David Sacks @DavidSacks]

Only President Trump could convene all the leaders of the top companies developing chips, data centers and frontier models for Super Intelligence. This new Industrial Revolution has already created a million new jobs and is spurring a bigger infrastructure build-out than the railroads, canals and grid combined. I was honored to witness history as the leaders of the frontier lab companies signed the White House Accord on Super Intelligence, accepting responsibility for the safe development of their products and imposing new internal controls and external audits. This is far better than waiting years for some international agreement that would probably never happen. President Trump continues to ensure that U.S. remains the technology leader while putting Americans first.

[Evan @StockMKTNewz]

The CEOs in this photo control companies worth more than $20 Trillion combined

[Danny cheng @dannycheng2022]

Only two companies got two seats at Trump’s Super Intelligence Luncheon:
Palantir
Anthropic

The rest: Amazon, AMD, Broadcom, Google, Meta, Microsoft, NVIDIA, OpenAI, Tesla/xAI/SpaceX, and others.

[amit @amitisinvesting]

what a time to witness this…for all the issues the world has, we are living through an incredible moment in human history.

[Spencer Pratt @spencerpratt]

Scott Galloway sold all his stocks in a hissy fit when Trump won in 2016 (a taxable event) and then bought back in higher after watching everyone get rich as the market ripped. He lost 40% of his liquid net worth.
I told you, this guy's profanely dumb.

[Evan Sarnacki @EvanSarnacki]

🤔

[The Long Investor @TheLongInvest]

$HIMS Price action is getting squeezed now, between moving averages and while in a bullish wedge

I think the 200 WMA moving like the bottom of a bullish wedge support line is also bullish.

Bullish

[Gannon Breslin @gannonbreslin]

the only investment research you need for the next two years is looking at this photo

[Sam Badawi @Sam_Badawi]

Anthropic’s IPO filing shows less than 20% of revenue comes from subscriptions, highlighting its reliance on other enterprise and usage-based revenue streams.

Anthropic also generated 47% of sales through distributors Amazon $AMZN and Google $GOOGL.

Nearly one-third of 2025 revenue came from outside the U.S.

[Daniel Newman @danielnewmanUV]

$AMD using its balance sheet to make big moves. At a trillion, suddenly everything starts to look possible. Fei Fei and team will open a door to AMD’s expansion into robotics and world models. 👏🏻

[DAN KOE @thedankoe]

The most dangerous moment is right after you win.

You did it. You made the money. You quit your job. You built the physique. You got the girl. Now what? Most people let themselves decline into misery because their driving force has now vanished.

You need another mountain to climb. You need to understand that it is a gift, not a curse, to always be in the pursuit of your potential - the constant balance of challenge and skill is what makes life meaningful. There is no final top of the mountain.

[Max Swiergol | Research-Based Health @xthemaxdose]

The University of Arkansas just launched the 1st U.S. based injectable BPC-157 Randomized Controlled Trial for tissue healing.

They’re studying post-rotator cuff surgery healing through objective measures like strength testing, MRI, and range of motion. Also patient reported questionnaires on recovery (PROMs).

This is what the science community and physicians needed.

Enrollment starts Early 2027.
First data likely to be seen Early 2028.

I will keep you updated.

https://t.co/qYJkIlieLx

#bpc #bpc157 #peptide #peptides #science #research

[Evan Sarnacki @EvanSarnacki]

🤔

[Shay Boloor @StockSavvyShay]

TOP 3 POSITIONS IN MY GROWTH PORTFOLIO

1. $SITM becoming precision timing layer for faster AI networks as quartz hits its limits with CED revenue up 181% and ~70% of the acquired Renesas timing business tied to data centers and AI where SiTime can now sell entire timing subsystem into a rack.

2 $AEHR providing burn-in infrastructure needed for increasingly power dense AI silicon with record backlog above $100M and recurring WaferPak consumables layered onto a growing installed base.

3. $CRDO building the connectivity layer across AECs, optical DSPs and retimers, with revenue up 157% as the shift to 224G lanes and 1.6T optics drives more content into every AI port.

[ThatsGoodSports @BrandonPerna]

The most Jameis & Skattebo play of all time lol

[Shay Boloor @StockSavvyShay]

KEY LEVELS TO WATCH FOR POPULAR STOCKS

• Bullish: $NVDA, $AMD, $PLTR, $MU, $HOOD, $NBIS, $AEHR, $IONQ
• Hold: $TSLA, $RKLB, $HIMS, $IREN
• Bearish: $AVGO, $ONDS, $CIFR, $OKLO, $ASTS, $OPEN, $SOFI, $AAOI

[Evan Sarnacki @EvanSarnacki]

🤔

[The Long Investor @TheLongInvest]

$HIMS can 10 X from here

$ASTS can 10 X from here

$OSCR can 10 X from here

$ZETA can 10 X from here

$ADUR can 10 X from here

$SE can 10 X from here

$ETH can 10 X from here

[Evan Sarnacki @EvanSarnacki]

@dannycheng2022 @sheslee Jokes on you Danny. I’m already following her! 😁

[Shelfy @RealShelfy]

There it is.. Greatest Video of All-Time

[Evan Sarnacki @EvanSarnacki]

🤔

[Mike Investing @MrMikeInvesting]

I’m officially calling it…

The confirmed decade bottom for Bitcoin is in, & we have now begun the 1,000+ day climb to highs.

This cycle has played out the last 3 times, & now this time will make it the 4’th.

Set your eyes on $170,000+ in 2028 for $BTC.

You heard it here first…

[Kip Herriage @KHerriage]

Rates will have little impact on this bull market.

People seem to have forgotten that during the biggest bull market in US history (1995-2000), the 10 year averaged 6.1% with spikes over 7%.

In ~1999 alone, as the Fed was hiking rates 175 basis points, Nasdaq had its best year ever, posting gains of 135%.

In our view, nothing will stop the move higher that’s coming.