Dalleshia Grogan

Dalleshia 👩🏻‍🎓 FOLLOW ME I FOLLOW BACK & ENGAGE ❤️ 🏡 | Texas REALTOR®️ 📈 | Credit Repair 💰 | Financial Consultant ✈️| Travel Enthusiast

[蒼海日本株 @oletavern]

He’s done it again

$NVDA
This CEO has consistently been recommending which stocks are worth buying

Back in 2025, he predicted:
$NBIS
$22 → 1,000% return
$INTC
$23 → 500% return
$SNDK
$275 → 500% return
$CRWV
$40 → 200% return
$TSM
$240 → 80% return

Now, he’s setting his sights on the space economy:

$RKLB (Rocket Lab) — Current price: approx. $69

$ASTS (AST SpaceMobile) — Current price: approx. $59

$FLY (Firefly Space) — Current stock price: approx. $21

$AMZN (Amazon / Kuiper Project) — Current stock price: approx. $234

The commercial space ecosystem is growing rapidly—which stocks are on your watchlist?

If you can take a moment to like and comment on this post, I have a little surprise waiting for you.

[蒼海日本株 @oletavern]

Whenever the market takes a big hit, I only look to see which stocks will be the first to hit new highs. $GOOGL is definitely at the top of my must-buy list.

Advertising and YouTube provide an unbeatable cash flow engine.

Cloud services and AI commercialization are accelerating.

Its valuation remains extremely attractive compared to other tech giants.

Sell off positions during panic, and build positions in stages when calm returns. Don’t panic-sell during market pullbacks—only buy genuine core assets at a discount!

Don’t blindly guess where the next bottom will be—like and follow me. I’ll send you a list of the next promising stocks you’re currently watching.

[James @genuinelyde]

Higher for longer is back with a vengeance. Housing market is going to feel this big time.

[蒼海日本株 @oletavern]

I’ve narrowed down my watchlist to seven stocks I’m very bullish on:

$AVGO — Broadcom

$MU — Micron Technology

$GEV — General Electric Vernova

$AXON — Axon Enterprises

$ASTS — AST Space Mobility

$TEM — Tempus AI

$APP — AppLovin

I won’t be buying all seven of these stocks today—I’ll wait patiently for the market to present me with the right buying opportunities.

[Bull Theory @BullTheoryio]

BREAKING: Global Recession Risk just hit its lowest level since January 2021.

MacroMicro's Global Recession Probability Index tracks consumption, employment, manufacturing, finance, and raw material data across major economies.

The index uses 50% as its recession threshold. Every time it broke well above that line, a real recession followed, in 2000, 2008, and 2020.

And even in 2022, the US even briefly entered a technical recession after two straight quarters of negative GDP growth.

Right now it's near 20%, deep in expansion territory.

Oil crashed from $120 to $70 over the last two months, which pulled CPI and other inflation data down with it, and that's exactly what feeds into this index.

So this low number partly reflects that oil driven cooldown, not a lasting shift in the economy, and with oil already climbing back on renewed Iran tensions, this reading may not hold for long.

[蒼海日本株 @oletavern]

🚨 BREAKING 📷 WARREN BUFFETT SAYS THE U.S. DOLLAR WILL COLLAPSE DUE TO GOVERNMENT POLICY BERKSHIRE HATHAWAY JUST SOLD $24.1 BILLION IN STOCKS THIS EXTENDS ITS SELLING STREAK TO 14 STRAIGHT QUARTERS THE LONGEST IN BERKSHIRE’S HISTORY THIS IS NOT LOOKING GOOD...

[蒼海日本株 @oletavern]

1. There is no bubble in computing power
$MSFT
,
$AMZN
,
$Meta
, and
$SPCX
will rake in massive profits, and their valuations will skyrocket! The aggressive spending on data centers isn't a bubble because demand for computing power outstrips supply. 2. Free, open-source models will deal a devastating blow to OpenAI and Anthropic He is skeptical of the business models of companies like OpenAI and Anthropic. As open-source models—both in China and globally—become increasingly powerful and cost-effective, the "moats" protecting the paid-service giants are set to vanish. 3. Enterprise AI spending is spiraling out of control; the cash burn is unsustainable Enterprises are failing to rein in the high costs associated with AI API token usage, making cost-cutting inevitable in the future.

[蒼海日本株 @oletavern]

2026 could see the emergence of a new wave of millionaires. 💰

If I were to build a $1 million portfolio focused on the leading companies in AI computing power, power infrastructure, and the space economy, I would start with the following 8 stocks:

🔹 Core Engines of AI and Cloud Computing:
• $GOOGL (Google) — $329 [Must-Buy]
• $TSLA (Tesla) — $354 [Must-Buy]
• $ORCL (Oracle) — $121 [Must-Buy]
• $CRDO (Credo Technology) — $186 [Must-Buy]

🔹 Infrastructure and Power Demand:
• $CAT (Caterpillar) — $838 [Must-Buy]
• $PWR (Quanta Services) — $609 [Must-Buy]

🔹 Expansion of the Space Economy:
• $RKLB (Rocket Lab) — $61 [Must-Buy]
• $LUNR (Intuitive Machines) — $12.70 [Must-Buy]

The next big trend lies at the intersection of computing power, electricity, and space technology.

💬 Out of these 8 stocks, which 3 would you choose to hold until 2026? Feel free to share your thoughts in the comments section! 👇

[蒼海日本株 @oletavern]

UPDATED FIB LEVELS FOR POPULAR STOCKS AI Utilities•

$IREN
$51 •
$NBIS
$177 •
$CIFR
$17 •
$CRWV
$100 AI Power•
$EOSE
$7 •
$BE
$237 •
$NVTS

$22 •
$VRT
$282 AI Hardware•
$NVDA
$192 •
$TSM
$408 •
$ASML
$1,618 •
$MU
$730 AI Applications•
$PLTR
$129 •

$NOW
$109 •
$CRWD
$598 •
$SNOW
$181 AI Connectivity•
$AVGO
$377 •
$ALAB
$305 •
$CRDO
$195 •
$MRVL

$236 Space•
$RKLB
$106 •
$ASTS
$89 •
$PL
$31 •
$BKSY
$32 Quantum•
$IONQ
$52 •
$RGTI
$15 •

$QBTS
$20 •
$INFQ
$13 Drones•
$ONDS
$10 •
$AVAV
$175 •
$KTOS
$52 •
$UMAC
$24 Nuclear•
$OKLO

$50 •
$UUUU
$12 •
$GEV
$906 •
$LEU
$151 Photonics•
$AAOI
$164 •
$LITE
$698 •
$COHR
$283 •

$AEHR
$76 CPU Bottleneck•
$AMD
$383 •
$INTC
$91 •
$ARM
$299 •
$AMKR
$57 Physical AI•
$TSLA
$382 •
$AMZN

$230 •
$GOOGL
$357 •
$ISRG
$394

[The Kobeissi Letter @KobeissiLetter]

A massive leverage unwind is underway in semiconductor ETFs:

Assets under management (AUM) in US leveraged semiconductor ETFs have dropped -$63 billion from the June peak, to $100 billion, the lowest since late April.

This marks a -39% decline, the largest drawdown since April 2025, when assets more than halved from their August high.

This also accounts for 63% of the -$100 billion decline in AUM across all US leveraged ETFs over the same period.

The selloff came after assets in these funds nearly tripled between the last week of March and their June peak.

Even after this sharp unwind, leveraged semiconductor ETF assets remain +400% above January 2023 levels.

Investors are aggressively cutting leverage.

[Shay Boloor @StockSavvyShay]

UPDATED FIB LEVELS FOR POPULAR STOCKS

AI Utilities
• $IREN $51
• $NBIS $177
• $CIFR $17
• $CRWV $100

AI Power
• $EOSE $7
• $BE $237
• $NVTS $22
• $VRT $282

AI Hardware
• $NVDA $192
• $TSM $408
• $ASML $1,618
• $MU $730

AI Applications
• $PLTR $129
• $NOW $109
• $CRWD $598
• $SNOW $181

AI Connectivity
• $AVGO $377
• $ALAB $305
• $CRDO $195
• $MRVL $236

Space
• $RKLB $106
• $ASTS $89
• $PL $31
• $BKSY $32

Quantum
• $IONQ $52
• $RGTI $15
• $QBTS $20
• $INFQ $13

Drones
• $ONDS $10
• $AVAV $175
• $KTOS $52
• $UMAC $24

Nuclear
• $OKLO $50
• $UUUU $12
• $GEV $906
• $LEU $151

Photonics
• $AAOI $164
• $LITE $698
• $COHR $283
• $AEHR $76

CPU Bottleneck
• $AMD $383
• $INTC $91
• $ARM $299
• $AMKR $57

Physical AI
• $TSLA $382
• $AMZN $230
• $GOOGL $357
• $ISRG $394

[The Kobeissi Letter @KobeissiLetter]

US technology stocks have rarely ever been this cheap:

The S&P 500 Information Technology index is now trading at just a 4% forward P/E premium to the S&P 500, the lowest since January 2019.

This percentage has fallen -32 points since October 2025, one of the largest discounts on record.

In other words, tech stocks are the cheapest relative to the broader market in 7 years.

By comparison, the technology sector was ~47% more expensive than the S&P 500 at the June 2024 peak.

Tech stocks are now on track to become cheaper than the S&P 500 for the 1st time since 2017.

Is it time to buy tech?

[Barchart @Barchart]

South Korean Stocks now down more than 4% 📉📉 It's getting worse 🤯

[Bull Theory @BullTheoryio]

BREAKING: Oil is down -3% in the last 1.5 hours as Secretary Rubio signals that Iran wants to negotiate.

[The Kobeissi Letter @KobeissiLetter]

JUST IN: Regional bank stocks are plunging with multiple stocks down 20%+ in a matter of minutes.

PacWest Bancorp, $PACW, now down 29%, stock halted.

Western Alliance Bank, $WAL, now down 25%, stock halted.

Metropolitan Bank, $MCB, now down 24%, stock halted.

Buckle up.

[The Kobeissi Letter @KobeissiLetter]

This is absolutely insane:

Nvidia, $NVDA, the third largest company in the world is trading like a penny stock.

Since its after hours low seen just 18 hours ago, Nvidia has added $380 BILLION of market cap.

In other words, Nvidia has added as much market cap as the entire value of Costco, $COST, in 18 hours.

This comes after the stock erased $1 TRILLION of market cap over the last 5 weeks.

Big tech stocks are throwing around trillions of Dollars of market cap in a matter of hours.

Truly insane.

[The Kobeissi Letter @KobeissiLetter]

This is what you call a nightmare situation:

Treasury yields are now up +10% since April 3rd while the S&P 500 is down -10%.

The 10-year note yield is currently up 55 basis points in 48 HOURS.

In other words, we now have HIGHER rates with stocks pricing-in a recession.

Something broke this week.

[The Kobeissi Letter @KobeissiLetter]

JUST IN: Jury rules that the National Association of Realtors and other franchisors are guilty of conspiring to inflate commissions.

The ruling awards $1.8 billion in damages to victims of the class action lawsuit.

Zillow stock, $ZG, along with many other real estate stocks fell sharply on the news.

For the first time in decades, the way realtors are compensated may now change.

The question becomes how many more lawsuits this case will spark.

All in a delicate time for the housing market.

[Bull Theory @BullTheoryio]

🇺🇸 One SEC decision wiped out $42 billion from crypto.

The SEC just delayed its plan to allow crypto versions of US stocks on regulated exchanges, and the crypto market started dumping on the news.

Bitcoin is down -2.14%, wiping out $33.8 billion from its market cap.

Ethereum is down -3.40%, wiping out $8.5 billion.

$320 million in longs were liquidated in just 60 minutes.

This decision is huge because if the SEC allowed this, it would have opened the door for trillions in traditional equity exposure to flow into crypto.

[The Kobeissi Letter @KobeissiLetter]

US Regional Bank Stocks Today:

1. PacWest, $PACW: -30%

2. Western Alliance, $WAL: -25%

3. Metropolitan Bank, $MCB: -21%

4. HomeStreet, $HMST: -15%

5. Zions Bank, $ZION: -10%

6. KeyCorp, $KEY: -7%

7. HarborOne, $HONE: -6%

8. Citizens Financial, $CFG: -5%

The worst part?

Just yesterday, Jamie Dimon said that the banking crisis was over after JP Morgan acquired First Republic.

A crisis that could have ended in a week is now going on 2 months.

The system is broken.