Hernan

You have to train your mind to be stronger than your emotions or else you will lose yourself every time...

[Hernan @HTrader17]

252 trading days a year:

$200/day=$50K/year
$400/day=$100K/year
$600/day=$150K/year
$800/day=$200K/year
$1000/day=$250K/year

[bee🐝 @0xbeehive]

THE DOT-COM PATTERN ІS PLAYING OUT PERFECTLY

You've probably seen this overlay more than once

S&P 500 behavior is literally mirroring the dot-com bubble of 2000

Looking at the chart right now - we just reached the local drop point

And yes - price has already started falling

If the trend holds, we're looking at a 10% drop first

Then one last bounce to print a new all-time high

After that - only down

FOLLOW + NOTIFS ON!

[Mike Investing @MrMikeInvesting]

President Trump has literally been telling you to buy AI themed names…

These are the 5 layers of AI that you need to be invested in:

1. Energy ~ $CEG, $VST, $OKLO, $EOSE, $GEV
2. Chips & Compute~ $NVDA, $AMD, $TSM, $MU, $ARM
3. Neo-Cloud ~ $NBIS, $IREN, $CRWV, $APLD, $CIFR
4. AI Models - $MSFT, $GOOGL, $META, $AMZN, $ORCL
5. Applications - $PLTR, $TSLA, $NOW, $SNOW, $CRM

The AI themes expansion over the next 6 months will be life changing for many.

Don’t miss out…

[Hernan @HTrader17]

@C_3C_3 It's funny how I only heard of her 2 weeks prior to voting.

[Mike Investing @MrMikeInvesting]

This rule has proven success, & will guarantee your portfolio to outperform the S&P 500 year after year…

Buy stocks when $VIX is $30.

Buy even more stocks when $VIX is above $45+

Sell stocks when $VIX is $14.

& simply repeat the cycle!

[Justin Banks @RealJGBanks]

The next 5-10 years will RETIRE you.

MILLIONAIRES will be made from the AI super cycle build out.

Here’s how I and those following me will position:

2026–2027: AI Infrastructure Boom

Money floods into chips, memory, networking, photonics, data centers, cooling, and compute capacity.

AI Chips: $NVDA $AMD $AVGO $MRVL $INTC
Memory: $MU $SNDK $WDC
Photonics: $GLW $AAOI $NVTS
AI Infrastructure: $VRT $SMCI $DELL $NBIS $IREN

2028–2030: The Power Bottleneck

It becomes a grid, power, copper, uranium, and domestic supply chain story.

Grid: $ETN $PWR $HUBB $VRT
Electrification: $GEV $TE $ALB $SQM
Copper: $FCX $TECK $SCCO
Rare Earths: $MP $CRML $USAR $TMRC
Nuclear: $UUUU $SMR $OKLO

2030+: The Application Layer

Robotics: $TSLA $SERV $SYM
Autonomy: $ACHR $JOBY
Defense: $LMT $PLTR $KTOS $AVAV
Space: $RKLB $ASTS $LUNR $PL $BKSY

I’m trying to help you position and become a MILLIONAIRE. I will make sure it happens.

[Lin @Speculator_io]

Photonics continues to be the leading theme this year:

$SIVE Sivers Semiconductors +1656.63%
$IQE IQE +863.16%
$AXTI AXT Inc +718.78%
$AAOI Applied Optoelectronics +399.28%
$ALRIB Riber +338.86%
$AEHR Aehr Test Systems +328.79%
$LWLG Lightwave Logic +295.38%
$WOLF Wolfspeed +290.88%
$OPTX Syntec Optics +268.28%
$AIXA Aixtron +209.75%
$VIAV Viavi Solutions +174.29%
$HIMX Himax Technologies +154.41%
$LITE Lumentum +145.24%
$STM STMicroelectronics +144.28%
$CIEN Ciena +141.93%
$TSEM Tower Semiconductor +135.23%
$GFS GlobalFoundries +132.28%
$UMC United Microelectronics + 131.81%

[The Analyst @MMatters22596]

TOP 20 FASTEST GROWING AI INFRASTRUCTURE COMPANIES:

1. $NBIS | Nebius Group -- 521%
2. $MU | Micron -- 191%
3. $CRDO | Credo Technology -- 170%
4. $CRWV | CoreWeave -- 136%
5. SK Hynix -- 136%
6. $LITE | Lumentum -- 56%
7. $AAOI | Applied Optoelectronics -- 111%
8. $SNDK | Sandisk -- 110%
9. $IREN | IREN -- 95%
10. $SMCI | Super Micro Computer -- 82%
11. $AEHR | AEHR Test Systems -- 75%
12. $ALAB | Astera Labs -- 50%
13. $AVGO | Broadcom -- 50%
14. Samsung -- 50%
15. $NVDA | NVIDIA -- 48%
16. $MRVL | Marvell -- 35%
17. $CLS | Celestica -- 28%
18. $AMD | Advanced Micro Devices -- 30%
19. $ANET | Arista Networks -- 20%
20. $VRT | Vertiv -- 20%

YoY projected revenue growth.

[CK Capital @CKCapitalxx]

Stocks I think are deeply undervalued right now and will re rate.

My conviction list.

$PENG — $48. NASA. US Air Force. US Navy. $NVDA and $AMD partner. Photonic memory optionality completely unpriced. Should be a $100 stock.

$ASTS — $86. Every major US carrier now signed. 3.3 billion addressable subscribers. Monthly batch launches starting now. The most scalable subscription infrastructure business ever built.

$KEEL — $4 Power secured land in constrained markets. The hyperscaler lease is coming. When it signs this re-rates overnight.

$DGXX — $7 billion Cerebras colocation contract. $2.5 billion in expansion options. $56 billion anchor tenant. Fraction of the valuation.

$VIVO — $5 million market cap. 41.5MW operational today. Management formally guiding $1 billion in revenue by 2029. One hyperscaler lease announcement changes everything.

$MU — $680 The memory supercycle is just getting started. HBM demand from AI is unlike anything this company has ever seen. Still undervalued at current prices.

$SNDK — $1330 Leopold's second largest position at $724 million. Flash storage demand accelerating with every AI deployment. The re-rate has not happened yet.

$ZETA — $19 AI powered marketing platform growing 40% year over year. The market has not figured out what this business is worth at scale.

$OPTX — $6.50 Anduril. US military. LEO satellites. AI datacenter interconnects. All ramping simultaneously. $305 million market cap and multiple decade long tailwinds behind it.

All of these feel mispriced to me right now.

Not financial advice. DYOR.

[Mike Investing @MrMikeInvesting]

The $NVDA CEO, Jensen Huang just revealed the full 5 layer stack the AI super cycle is built upon…

These 5 layers include:

1. Energy ~ $CEG, $VST, $OKLO, $EOSE, $GEV
2. Chips & Computing ~ $NVDA, $AMD, $TSM, $MU, $ARM
3. Cloud & Data Centers ~ $NBIS, $IREN, $CRWV, $APLD, $CIFR
4. AI Models ~ $MSFT, $GOOGL, $META, $AMZN, $ORCL
5. Applications ~ $PLTR, $TSLA, $NOW, $SNOW, $CRM

Without these companies there is no AI; which is exactly why these names will continue to see massive long term growth.

Save this for later…

[Mind Investor @mind1nvestor]

Price targets for the coming months:

$ASTS AST SpaceMobile - $170

$RKLB Rocket Lab - $130 already hit, next up $160

$IREN Iris Energy - $105

$GLXY Galaxy Digital - $64

$CRWV CoreWeave - $312

$HOOD Robinhood - $120

$ONDS Ondas Holdings - $20

$UUUU Energy Fuels - $44

$JD JD. com - $63

$CELH Celsius Holdings - $100

$NKE Nike - $63

Most people want confirmation, but the market rewards anticipation.

[Michael | Hypermarkets @itsmichaelluu]

CEO $NVDA says to buy sustainable energy stocks.

$ENLT is the strongest with price target $400+ Its spiked $15 to $90 for 600% already.

Right now, these 16 stocks have the exact set-up:

1. $PLUG — Price: ~$3.76 | Target: $30
Green hydrogen fuel cells deliver clean, on-site backup power for AI data centers bypassing overloaded grids entirely.

2. $FLNC — Price: ~$20 | Target: $65
Grid-scale battery storage keeps renewable power stable and uninterrupted for 24/7 AI data center operations.

3. $ARRY — Price: ~$10 | Target: $40
Solar tracking systems maximize output at utility farms directly powering AI data center campuses nationwide.

4. $SHLS — Price: ~$10 | Target: $32
Electrical balance-of-system components connect large solar farms to the grid that powers AI infrastructure.

5. $RUN — Price: ~$14.00 | Target: $50
Distributed home solar and storage cuts grid strain during peak AI-driven electricity demand surges.

6. $CSIQ — Price: ~$17.87 | Target: $80
Utility-scale solar modules and grid-scale battery storage systems feed clean power into AI-hungry electrical grids.

7. $BEP — Price: ~$35 | Target: $200
Global hydro, wind, solar & nuclear operator $BE
partnered with Bloom Energy in a $5B deal to co-build AI power factories.

8. $CWEN — Price: ~$38 | Target: $120
10+ GW of contracted wind, solar & storage sells clean baseload power directly to hyperscaler data centers.

9. $JKS — Price: ~$25.00 | Target: $50
One of the world's largest solar manufacturers supplying panels to utility farms feeding the AI power grid.

10. $DQ — Price: ~$20.00 | Target: $35
Polysilicon feedstock producer enabling solar panel manufacturing that powers AI data center campus buildouts.

11. $HASI — Price: ~$42 | Target: $80
Finances solar, wind & storage projects supplying contracted clean power directly to AI data center operators.

12. $EOSE — Price: ~$8 | Target: $24
Long-duration zinc batteries solve renewable intermittency enabling always-on clean power for non-stop AI workloads.

My top 3 favorite ones to buy and hold would be $PLUG, $ENLT and $BEP since they have a deal with $BE.

BONUS, I really like $ENPH (look how beaten down it is) at $53. It could run towards $300+ again.

♻️RESHARE this post and make 1 comment for my list of sustainable energy companies under $10. There's only 5 good ones like $PLUG to choose from.

[The Analyst @MMatters22596]

The sectoral rotation away from Semiconductors will be the most important market event of the next 3 years.

These are the sectors and stocks to watch:

Software
1. $PLTR
2. $ZETA
3. $TEAM
4. $APP

Robotics
1. $XPEV
2. $OUST
3. $AMBA
4. $SYM

Energy
1. $OKLO
2. $VST
3. $LEU
4. $EOSE

Space
1. $RKLB
2. $ASTS
3. $RDW
4. $LUNR

Autonomous Warfare
1. $EOS.AX
2. $KTOS
3. $AVEX
4. $ONDS

[GURGAVIN @gurgavin]

JUST IN: ALL THE TOP INVESTORS IN THE WORLD JUST UPDATED THEIR PORTFOLIOS

HERE’S EXACTLY WHAT THEY’RE HOLDING AND HAVE BEEN BUYING 🧵⬇️

[C3 @C_3C_3]

Karen Bass…

Meth rots your teeth and taxpayers should pay for new teeth for the meth users so they can succeed…

But don’t take away the meth!

Everything the Democrats touch they destroy.

[Michael | Hypermarkets @itsmichaelluu]

1 year ago, $LITE was at $40. It's up 2600% so far at $1040.

Here's 15 stocks surging right now like $LITE:

1/ $RXT — Rackspace Technology up +1,500% this quarter (favorite for me)

Signed a major MOU with $AMD to build a governed Enterprise AI Cloud for regulated industries. Returned to GAAP profit for the first time in years. $PLTR partnership added. Wall Street scrambled to reprice the whole story overnight.

2/ $MRAM — Everspin Technologies up +285% this quarter

Locked in a $40M defense subcontract to supply Toggle MRAM memory technology to the U.S. defense industrial base. Then signed a foundry deal with Microchip Technology for onshore production. Defense + AI memory + domestic supply chain. Perfect catalyst stack.

3/ $DGXX — Digi Power X up +258% this quarter

Announced a $2.5B colocation deal with Cerebras Systems to power an AI data center campus in Alabama. Then Cerebras filed for the biggest IPO of 2026. Retail flooded in. AI infrastructure on a thin float — you do the math. Stocktwits

4/ $AMBQ — Ambiq Micro up +125% this quarter

Revenue surged 59.3% driven by new product launches and higher average selling prices. Makes ultra-low-power edge AI chips that run AI workloads directly on devices without the cloud. Every smart wearable, AR headset, and sensor needs this. TradingView

5/ $VPG — Vishay Precision Group up +59% this quarter

Precision sensors and measurement tech riding the industrial automation and defense spending wave. Onshoring is forcing manufacturers to upgrade equipment. Quiet compounder that finally got re-rated as reshoring capital floods in.

6/ $VSTS — Vestas Wind Systems up +41% this quarter

Record 2025 revenue and EBIT driven by strong onshore performance, a robust order backlog, and improved cash flow. Europe's AI data center buildout needs massive clean power around the clock. Wind is the answer and Vestas builds the turbines. StockAnalysis

7/ $FCEL — FuelCell Energy up +130% this quarter

Surged after investor optimism grew around massive electricity demand from AI-focused data centers, driving a broad rally across the fuel cell sector. Just launched a 12.5MW fuel cell platform built specifically for data centers that can't wait on the grid. StockStory

8/ $BAK — Braskem up +17% this quarter

Brazil's largest petrochemical company obliterated earnings estimates that expected a loss. Commodities recovery + falling Brazilian interest rates + China trade deal optimism. Classic beat-and-gap setup on a name nobody was watching.

9/ $DDD — 3D Systems up +38% this quarter

US-China trade tensions are forcing manufacturers to reshore production fast. 3D printing is the fastest way to rebuild domestic supply chains. Defense, aerospace, and medical contracts are accelerating. Trump tariff trade with a real catalyst behind it.

10/ $ROMA — Romeo Power up +286% this quarter

EV battery tech turnaround story on a thin float with heavy retail attention. Classic small-cap momentum squeeze. The quarterly gain tells you everything about what happens when retail finds a low-float name with a clean chart and a good story.

11/ $IPI — Intrepid Potash up +36% this quarter

America's largest domestic potash producer quietly returned to profitability. Iran war is choking global fertilizer supply chains. Food security is now a national security issue. Domestic ag inputs just became a geopolitical trade.

12/ $Q — Quintana Energy Services up +54% this quarter

Oil and gas field services company printing money as drilling activity surges. Iran war keeps oil above $80. Every barrel needs to be drilled and Quintana provides the equipment to do it. Picks-and-shovels on the energy price shock.

13/ $KOPN — Kopin Corporation up +127% this quarter

Secured a https://t.co/gGkk4MgHnT deal with a $15M initial order, exclusive manufacturing rights, and a 19.9% equity stake, dropping Kopin into the AI data center buildout. Then added a $21.5M follow-on defense contract. AI + defense on a single micro-cap ticker. StocksToTrade

14/ $BUUU — B2Digital up +114% this quarter

MMA and combat sports media platform getting swept up in the small-cap momentum wave. Retail traders found it, the float is thin, and the quarterly chart did the rest. Pure momentum — respect the move but know what you own.

15/ $ESOA — Energy Services of America up +50% this quarter

Revenue hit a company record with full-year revenue of $411M, up 16.8% year-over-year. Builds pipelines, utility infrastructure, and power systems. Every AI data center and energy project needs ground-level construction. The boring pick that keeps winning.

My favorite one on this list and I want to add $RXT Nov 2026 $7 call options here (or shares). They have a big deal with $AMD.

♻️RESHARE this post and make 1 comment for my top 20 beaten down stocks like $POET $QS $SOFI

[Justin Banks @RealJGBanks]

🚨COPPER IS BREAKING OUT

This metal is a forgotten bottleneck of AI.

NAMES THAT CAN RUN:

Copper Giants:
$FCX $SCCO $TECK

Copper Growth:
$HBM $ERO $LUNMF

Next-Gen Copper:
$IVPAF $NGEX $FILO

High Beta Copper:
$TGB $TRQ $CSCCF

Copper ETF:
$COPX

[Matt Allen @investmattallen]

AI data center comparison:

$CRWV CoreWeave — $57B market cap. 3.5 GW contracted. Roughly $16 per watt.

$NBIS Nebius — $44B market cap. 2+ GW contracted, targeting 3 GW. Roughly $15 per watt.

$IREN IREN — $19B market cap. 5 GW secured power. Roughly $3.80 per watt.

$MARA Mara — $4.87B market cap. 2.2 GW pipeline. Roughly $2.22 per watt.

$HUT Hut 8 — $11B market cap. 597 MW contracted, 8.4 GW pipeline. $1.18 per watt contracted.

$KEEL Soluna — $2.4B market cap. 2.2 GW pipeline. Roughly $1.09 per watt.

$VIVO VivoPower — $50M market cap. 358 MW operational and 18-month pipeline. Roughly $0.14 per watt.

[Mark Sterling @MarkSterling0]

These 11 groups should be the stocks with the strongest earnings cycles and the highest future revenue projections in 2026.
AI Utility：
1. $IREN
2. $NBIS
3. $CIFR
4. $CRWV
CPU Bottleneck：
1. $AMD
2. $INTC
3. $AMKR
AI Power：
1. $EOSE
2. $BE
3. $NVTS
4. $VRT
AI Hardware：
1. $NVDA
2. $TSM
3. $ASML
4. $MU
Photonics：
1. $AXTI
2. $AAOI
3. $LITE
4. $COHR
AI Applications：
1. $PLTR
2. $SNOW
3. $CRWD
4. $ZETA
AI Connectivity：
1. $AVGO
2. $CRDO
3. $MRVL
Agentic AI：
1. $DOCN
2. $MSFT
Physical AI：
1. $TSLA
2. $AMZN
3. $GOOGL
Space：
1. $RKLB
2. $ASTS
3. $PL
4. $BKSY
Nuclear：
1. $OKLO
2. $UUUU
3. $GEV
4. $LEU
Hardest part of investing is having patience. Once you master it and compounding will change our life!

[The Analyst @MMatters22596]

My long-term targets for stocks I like.
3-5 years.

$ASTS | $250
$TEAM | $820
$NBIS | $800
$JD | $120
$NVDA | $650
$AMD | $1300
$OSCR | $110
$SOFI | $160
$ZETA | $140
$XPEV | $130
$OKLO | $850
$RKLB | $500
$CRWV | $400
$PLTR | $950
$APP | $2100

Which others are you interested in?