RunnerTrader

Negociador, Marathoner 42,195mts(26.1miles), REIT’s Specialist...🤔TAPE READING TRADER ...Alysa Strategy Member

[Lin @Speculator_io]

Jensen literally told you where to invest.

This is his 5-Layer AI Cake:

Layer 1: Energy
$BE $GEV $PWR $AMPX $VICR $VST $NVTS $BWXT $CEG $UEC $CCJ

Layer 2: Chips
$NVDA $TSM $INTC $AVGO $AMD $ASML $ARM $MRVL $AAOI $AXTI $COHR $MU $SNDK $STX $OPTX $LITE $ICHR $AEHR $WDC

Layer 3: Infrastructure
$NBIS $IREN $CRWV $APLD $VRT $DELL $HPE $ORCL

Layer 4: Models
$GOOGL $META $AMZN $TSLA

Layer 5: Applications
$NOW $PLTR $DOCN $SNOW $NET $FSLY $INOD

[Juan S Musi Amione @JuanSMusi]

#videodeldia más osas, optimismo y fuerte inversión de #GOOGL @beltrandelrio @JesusMartinMx

[Juan S Musi Amione @JuanSMusi]

#videodeldia ¿Qué hay para esta semana? @beltrandelrio @JesusMartinMx

[WOLF @WOLF_Financial]

BERKSHIRE JUST TRIPLED HIS GOOGLE POSITION AND EXITED VISA, MASTERCARD, AND UNITEDHEALTH

Here are their updated largest holdings and every move they made in Q1 2026:

Top 10 holdings:

🥇 Apple $AAPL: $57.8B
🥈 American Express $AXP: $45.9B
🥉 Coca-Cola $KO: $30.4B
4. Bank of America $BAC: $25.0B
5. Chevron $CVX: $17.5B
6. Occidental Petroleum $OXY: $17.2B
7. Alphabet $GOOGL: $15.6B (+204% shares)
8. Chubb $CB: $11.2B
9. Moody's $MCO: $10.8B
10. Kraft Heinz $KHC: $7.3B

New positions:
- Delta Air Lines $DAL: $2.65B
- Alphabet $GOOG Class C: $1.03B
- Macy's $M: $55M

Biggest adds:
- Google $GOOGL: +204% shares
- New York Times $NYT: +199%
- Lennar $LEN: +43%
- Occidental Petroleum $OXY: +58% value (price)
- Lennar $LEN-B: +31% shares

Biggest trims:
- Constellation Brands $STZ: -95% shares
- Nucor $NUE: -39%
- Chevron $CVX: -35%

Full exits:
- Visa $V: $2.91B
- Mastercard $MA: $2.28B
- UnitedHealth $UNH: $1.66B
- Domino's Pizza $DPZ: $1.40B
- Aon $AON: $1.27B
- Pool Corp $POOL: $702M
- Amazon $AMZN: $525M
- Heico $HEI-A: $327M
- Liberty Media $FWONK: $297M
- Charter Communications $CHTR: $221M
- Lamar Advertising $LAMR: $152M
- Allegion $ALLE: $124M
- Diageo $DEO: $20M

The rotation: out of payments ($V, $MA), healthcare ($UNH), and consumer discretionary. Into Alphabet at scale, a fresh Delta Airlines bet, and select industrials/homebuilders.

[Mike Investing @MrMikeInvesting]

The $NVDA CEO has been literally telling you what to buy…

In 2025 Jensen called out:
$NBIS at $21 & is now up 840%
$APLD at $3 & is now up 1,400%
$TSM at $180 & is now up 135%
$MU at $86 & is now up 770%

Jensen is now calling for these 3 companies to squeeze in 2026:

$NOW at $90
$CRWV at $114
$IREN at $60

These names are most likely the next 10x setups.

Don’t miss out…

[Stocks World @anandchokshi19]

These are the 5 largest holdings in Nvidia's $13 billion 13F equity portfolio:

1. Intel Corporation (INTC): By holding over 214 million Intel shares, Nvidia is now one of Intel's largest shareholders.

2. CoreWeave (CRWV): By owning a large chunk of a specialized cloud provider, Nvidia effectively controls a massive portion of the available Al compute supply that startups and enterprises lease.

3. Synopsys (SNPS): Nvidia's $2.3 billion stake in Synopsys solidifies its grip on the software used to design chips.

4. Nokia (NOK): Nvidia made a $1 billion investment in Nokia in October 2025 as part of a major partnership. Partnering with Nokia allows Nvidia hardware to sit at the "edge" of global 5G and 6G infrastructure.

5. Nebius Group (NBIS): This stake helps Nvidia maintain a strong footprint in European data centers, providing localized Al compute power to meet regional regulatory and sovereignty needs.

[Jacobo Rodríguez @jacoboeleazar]

Semana con abundante información relevante, la atención se centrará entre decisiones de política monetaria y PIB, en diversos países. Semana muy agitada!!!
#TRMX #BolsaMX #Traders

[Shay Boloor @StockSavvyShay]

KEY FIB LEVELS FOR POPULAR GROWTH STOCKS

Space
• $RKLB -- $69
• $ASTS -- $63
• $PL -- $27
• $BKSY -- $29

Photonics
• $AAOI -- $112
• $LITE -- $615
• $COHR -- $249
• $AEHR -- $66

Drones
• $ONDS -- $10
• $UMAC -- $12
• $AVAV -- $170
• $KTOS -- $50

Nuclear
• $OKLO -- $69
• $UUUU -- $20
• $GEV -- $867
• $LEU -- $183

CPU Bottleneck
• $AMD -- $253
• $INTC -- $60
• $ARM -- $185
• $AMKR-- $55

AI Utility
• $IREN -- $43
• $NBIS -- $113
• $CIFR -- $17
• $CRWV -- $96

AI Power
• $VST -- $140
• $BE -- $118
• $NVTS -- $257
• $VRT -- $192

AI Hardware
• $NVDA -- $71
• $TSM -- $314
• $ASML -- $1,205
• $MU -- $341

AI Applications
• $PLTR -- $138
• $SNOW -- $134
• $CRWD -- $433
• $ZETA -- $17

AI Inference
• $AVGO -- $336
• $ALAB -- $186
• $CRDO -- $148
• $MRVL -- $126

Agentic AI
• $NET -- $205
• $DOCN -- $71
• $FSLY -- $17
• $PATH -- $10

Physical AI
• $TSLA -- $351
• $AMZN -- $232
• $GOOGL -- $272
• $ISRG -- $466

[TrendSpider @TrendSpider]

If not $NOW, then when?

[The Analyst @MMatters22596]

Mark my words. These 5 stocks will create millionaires by 2030:

$NBIS at $153 - The fastest growing company in the world. $NVDA Co-op. Capacity ALREADY booked out for years to come.
The best AI Investment in the entire market.

$APP at $447 - AI-driven marketing and audience growth for apps and e-commerce.
The highest net margin out of every company.
Fastest growing SaaS name besides $PLTR.

$HIMS at $31 - Setting up to dominate consumer healthcare. Partnerships with $NVO and Integration of $LLY products. Peptides are coming next.
This is a $100 Billion company in the making.

$XPEV at $17 - Physical AI in EV's, Humanoids and eVTOL's. Great tech for a gigantic pipeline, one of the most overlooked AI and Robotics companies in the entire market.

$OSCR at $17 - AI driven health insurance disruptor. Guiding for 60% growth in 2026, as well as profitability.
Primed for high-margin compounding in a trillion-dollar market.

Save this.
Come back in 2023.

[Mike Investing @MrMikeInvesting]

$CRWV will be one of those generational wealth making investment opportunities.

Maintaining 167% YoY revenue growth, $3.6B in cash on hand, & a $6.3B contract signed by $NVDA you cannot be bullish enough.

Nvidia even bought $2B of equity into $CRWV in January.

$320-$360 by Early 2027.

Mark it…

[Prof @TheProfInvestor]

My Trading Setups: My Bread & Butter for Position trading

Simple yet most effective.

[Jacobo Rodríguez @jacoboeleazar]

$LAB reporta cifras débiles.

[Jacobo Rodríguez @jacoboeleazar]

Reporte de cierre de mercados, regresó la volatilidad.
#TRMX #BolsaMX #Traders

[Jacobo Rodríguez @jacoboeleazar]

$SIGMA con débil reporte, los ingresos caen en todas las regiones, excepto en México.

[Cantal Capital @Cantal_Capital]

$HIMS I don’t have a position in HIMS, but I am highly considering it after going through its fundamentals.

Here is my fundamental analysis:

Like if you find value in this

[Shay Boloor @StockSavvyShay]

$NVDA says no company has shaped how the world tells stories more than $ADBE.

Now it is teaming up with Adobe to bring Firefly and Omniverse to creators at scale across the AI era.

[Dividend Talks on YouTube @DividendTalks]

$NOW just posted:

• Revenue growth: +22% YoY
• Subscription revenue: +22% YoY
• RPO: +25% YoY
• CEO says AI growth is “far exceeding expectations”

Stock: -15% after hours.

This market is absolutely ruthless on software earnings right now.

[Jacobo Rodríguez @jacoboeleazar]

$GAP con buen reporte trimestral, la acción puede beneficiarse por el mundial, aunque será efecto de una sola vez.

[Iván Santiago @ivan_santiagob]

Tim Cook anuncia su renuncia como CEO de Apple. UNH reporta mejor a lo esperado. Tregua entre Irán y USA a punto de terminar. https://t.co/Hc69KGrImQ