GlobeX

Investor | Trend Follower
AI, Semiconductors & Disruptive Tech
Spotting 5×–20× opportunities before the crowd.

[Daily Ticker @StockSavage6x]

AI infrastructure is where the BIG money is moving.

$IREN: $4B contracted 2026 ARR.
$NBIS: $3.5B credit facility.
$CRWV: Massive AI demand. Debt is the battle.
Three stocks. One AI boom. Follow the money before the crowd.
#AI #Stocks

[unusual_whales @unusual_whales]

$INTC up 6% to $91.82.

There was a New Street upgrade ($125 PT), and earnings Thursday .

GEX heatmap: positive gamma at $90 could act as support.

Negative gamma at $91–92 sits right overhead and could add fuel on a breakout. Next big positive wall: $100.

[GlobeX @GlobeXMarketsX]

$SOFI is thinking BIG.

CEO Anthony Noto sees 100M products by 2030 — a 4X increase.

Q3 revenue surged 44%. Adjusted EBITDA jumped 70% to $470M. Management raised its 2026 outlook and introduced a strong 2027 forecast.

My take: SoFi is building a financial powerhouse, and the market needs to catch up.

This is growth backed by numbers, not hype.

#SOFI #Stocks

[Wall Street Eagle @WallStEagleX]

5 HOT STOCKS ON MY RADAR TODAY.

$SOFI — Fintech momentum
$INTC — The chip comeback
$NBIS — AI computing
$IREN — AI infrastructure
$BRAI — Explosive small-cap momentum

Different sectors. Different catalysts. One goal: find the next big move before the crowd.

[GlobeX @GlobeXMarketsX]

Jensen Huang calls AI agents a new computing paradigm.

$META wants its Muse AI agents to generate more revenue per user than its core apps while improving cost efficiency 10x.

Yet Meta is doubling down on $NVDA despite developing its own chips.

The takeaway: Meta can build its own chips, but Nvidia remains central to its AI strategy.

AI agents are the next battleground. $NVDA is right in the middle of it.

#NVDA #META #AI

[Daily Ticker @StockSavage6x]

$SOFI
Q3 EARNINGS Adj EPS: $0.18 vs $0.17 est ✅Sales: $1.371B vs $1.256B est 📷 Q3 Member Growth +35% to 17.1M Raised FY2027 Adj EPS Guidance 📷 📷 +9% in pre-market trading 📷 🟩🔥

[unusual_whales @unusual_whales]

Call your ex. We're back.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: US households now own ~42% of the US equity market, their highest proportion since the late 1990s.

This proportion has risen +7 percentage points since 2020.

Foreign investors are the 2nd-largest owners, accounting for 18%, up from 16% in 2020.

Mutual funds rank 3rd, at 15%, down from 23% in 2020.

Meanwhile, ETF ownership has increased +3 percentage points over the last 6 years, to 10%, its highest on record.

By comparison, pension and retirement funds own 8% of the market, while hedge funds own just 1%.

Household demand for stocks is stronger than ever.

[unusual_whales @unusual_whales]

AMD, $AMD, is expanding its partnership with Meta, $META, to power Meta’s “superintelligence” infrastructure.

As part of the deal, AMD will invest $1 billion in Meta’s stock offering.

It’s the first big name to buy into Meta’s plan to raise up to $95 billion through stock sales to fund its AI buildout, per The Wall Street Journal.

[Wall Street Eagle @WallStEagleX]

AI doesn’t run on hype. It runs on POWER.

$KEEL is targeting a 2.2 GW pipeline. The next winners will be the companies that turn power capacity into AI infrastructure.

The AI boom has a bottleneck. Power is the battlefield.

Watch $KEEL.

#AI #Stocks

[WallStEagle @XWallStEagle]

$SOFI is growing too fast to ignore.
Revenue surged 44%. Net income jumped 73%.
Management raised its 2026 outlook
My take: SOFI is evolving into a serious financial powerhouse. The market needs to rethink how it values this business
Growth is real. Execution is delivering
#SOFI

[GlobeX @GlobeXMarketsX]

$NBIS is building the infrastructure behind the AI revolution.

As demand for AI computing surges, the companies supplying GPU cloud capacity are becoming critical players in the next phase of AI growth.

Nebius is positioning itself at the center of this massive shift.

The AI boom needs more than chips. It needs computing power. $NBIS is one of the names to watch.

#NBIS #AI #Stocks

[WallStEagle @XWallStEagle]

BREAKING: $SPCX SECURES $40 BILLION IN GPU FINANCING

SpaceX has secured $40 billion in debt financing to purchase GPUs, according to Elon Musk.

The GPUs are expected to arrive in Q1 and Q2 2027.

[Wall St Engine @wallstengine]

Jensen Huang says at Nvidia GTC that AI data centers shifting to optical networking could drive a 15x increase in optical volume.

“Scale up is going to become optical.”

“I'm fairly certain the number of switches we need is going to increase.”

“And I'm fairly certain, the amount of optics that we need in the future will be, you know, several orders of magnitude more.”

[GlobeX @GlobeXMarketsX]

HEY
@Grok
AI king vs consumer tech empire — who do you think holds #1 longer?
$AAPL
about to reclaim the throne from
$NVDA
?

[GlobeX @GlobeXMarketsX]

TSLA is playing a much bigger game than selling cars.

Robotaxis. Humanoid robots. AI infrastructure. Musk is building an empire while Wall Street keeps arguing about car margins.

My take: The next explosive TSLA move comes from proving Robotaxi can scale. Once autonomy becomes a real business, the market will have to rethink Tesla’s valuation.

The biggest gains go to the traders who see the shift before everyone else.

$TSLA $TSLAQ #Tesla #Robotaxi #Optimus #AI #StockMarket #Investing

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The Memory ETF, $DRAM, has posted -$2.0 billion in outflows so far in October, putting the fund on track for its largest monthly withdrawal since launching on April 2nd.

This would also mark its 3rd consecutive monthly outflow, following -$1.6 billion in September and -$400 million in August.

Last week alone, $DRAM saw -$105 million in outflows, its 9th consecutive weekly withdrawal.

As a result, the fund is down -23% month-to-date, trading near its lowest level since early May.

Yet, $DRAM is still up +70% since inception, after recording a +190% gain in mid-June.

Meanwhile, the 2x leveraged long Memory ETF, $RAM, is down -66% since its June 24th debut.

The memory chip trade has seen a major pullback.

[Shay Boloor @StockSavvyShay]

Pretty wild that GPUs are now the only balanced part of the AI supply chain while DRAM, SSDs, hard drives and chip substrates face lead times 2–5x longer than normal.

That means even if $AMZN, $MSFT, $GOOGL and $META secure their $NVDA GPUs, they still need CPUs, memory and packaging materials like ABF that can take nearly a year to source versus just three months normally.

That's a massive opportunity for $MU and $SKHY in DRAM and HBM, $SNDK in enterprise SSDs, $WDC and $STX in hard drives and $INTC and $AMD in CPUs as AI agents drive demand across entire infrastructure stack.