💪 Friday workout done
Crushed a morning run, hit the gym hard, and ended with a solid stretch. Legs are dead but my energy is through the roof 🔥 Feeling strong and alive!Keep moving. Small efforts, big wins.
@DefiWimar This isn’t just one thing going wrong. Oil, bonds, chips, and geopolitics all hitting at once. Smart money is already rotating out. Staying cautious into next week.
I’ll only say this once.
This might be the fastest realistic way to build serious wealth by the end of 2026.
My updated AI & Frontier Tech Watchlist (Today’s Hot Stocks Edition):
$VRT — $326 Must Buy
$APP — $476 Must Buy
$UPST — $26 Must Buy
$ASTS — $102 Must Buy
$BILL — $36 Must Buy
$TOST — $22 Must Buy
Here’s why each one belongs here:
$VRT: Data center power, cooling & infrastructure leader. Hyperscalers can’t build AI clusters without it.
$APP: AI-powered advertising and gaming monetization machine. Crushing earnings and user growth.
$UPST: AI-driven lending platform disrupting traditional credit with superior risk models.
$ASTS: Space-based direct-to-cell satellite broadband. Massive TAM connecting the unconnected.
$BILL: AI-powered financial automation and spend management platform for businesses.
$TOST: Digital operating system for restaurants going fully AI-powered with strong SaaS economics.
No hype. No lottery tickets. Just real companies building the AI infrastructure, fintech, space, automation, and enterprise layers of the next decade.
They keep asking why I don’t charge for this.
Simple: I’ve made enough. Sharing conviction plays I actually believe in is my hobby now.
Save this post. Check back December 2026.
NFA
God damnit I was waiting for a dip and now it’s blasting off 😭 Should’ve bought the open. This “deal” narrative is printing money whether it’s real or not.
One hour into the session and the market is ripping higher! 🔥
S&P 500 up nearly 1% on the surprise “Iran peace deal” catalyst nobody saw coming.
Look at this weekly chart — straight up.
But let me ask the real question:
Is this fucking deal even signed yet?
Iran is calling the reports “fabricated bullshit,” yet Wall Street is treating it like gospel and pumping hard.
Pure hopium rally.
Oil crashing, yields dropping, tech and consumer names going nuts.
Me?
I’m watching, not chasing.
Opportunist, not Maximalist.
Real deal or just another bullshit rumor pump?
You loading up or waiting for the inevitable reversal? Sound off below 👇
RT if you smell the hopium too.
@Pennyboycrypto This is straight up bullshit. Market pumping on rumors again? Iran calling it “fabricated” and everyone’s acting like it’s signed. Classic clown market. I’m not chasing this fake rally.
$LRCX and $NU are the safest bets here.
One’s the undisputed AI semi equipment king, the other already has 135M real users.
The rest feel early with sky-high valuations, but these two are printing real money.
10 stocks. 1 decade. Millionaire potential.
2036 target:
$IONQ — $48 Must buy — Commercial quantum leader, $470M RPO backlog, DARPA + Space Dev Agency contracts locked in
$ASTS — $86 Must buy — FCC authorized for US commercial service, 45 satellites by year-end, $1.2B+ committed backlog
$TEM — $45 Must buy — AI drug discovery platform, $1.1B+ milestone payments secured, Nvidia + Lilly collaboration
$LRCX — $268 Must buy — 2nm lithography enabler, record WFE spend, every AI chip runs through Lam
$NU — $12 Must buy — 135M+ customers, $5B+ quarterly revenue, AI-driven lending with 29% ROE
$QS — $7.1 Must buy — Solid-state battery breakthrough, PowerCo JV scaling, AI data center backup demand surging
AI Quantum | Space 5G | AI Pharma | Semi Equipment | Digital Banking | Solid State Battery
Which 2 are you loading up on for the next decade?
NFA
NVIDIA just revealed what they’re buying with real money 🔥
$INTC — 214 million shares
$NOK — 166 million shares
$CRWV — 47 million shares
$COHR — 7 million shares
Here’s the interesting part:
When the smartest capital allocator in tech starts quietly loading up on these names, it triggers something deep in our psychology — **FOMO + social proof**.
We don’t just see the numbers. We feel the signal: “If Jensen is buying at this scale, maybe I shouldn’t be on the sidelines.”
My observation? This isn’t random. Jensen isn’t just selling GPUs anymore — he’s taking ownership across the entire AI stack. Chips, networking, optics, infrastructure. Vertical integration in action.
The psychology of smart money is powerful. People copy winners. And right now, Nvidia is voting with billions.
No hype. Just capital allocation doing the talking.
Curious — does seeing big players like Nvidia load up on these names make you more likely to research them… or do you still prefer to go your own way?
🚨 BREAKING
🇺🇸 TRUMP INSIDER WITH 100% WIN RATE JUST OPENED A $40,000,000.00 SHORT AHEAD OF TRUMP'S HUGE ANNOUNCEMENT IN CHINA TODAY.
THIS GUY HAS PREDICTED EVERY MARKET DUMP AND MADE OVER $40 MILLION IN JUST 3 TRADES.
LOOKS LIKE HE KNOWS ANOTHER MARKET CRASH IS COMING...
Classic crowded trade flush. Memory names ran the hardest YTD so they got wrecked the most. NVDA decoupling again shows exactly who the market still trusts. This is a buy-the-dip setup for $MU $WDC $AVGO. AI demand didn’t disappear overnight.
Semis just got absolutely hammered today…
$SNDK -7%
$WDC -6%
$AVGO -4.3%
$MU -3.4%
Meanwhile $NVDA +2.5% and $QCOM +6%.
Same sector. Totally different stories.
My observation? This wasn’t a demand crash — it was a classic crowded trade flush.
Here’s what the headlines aren’t telling you:
1. Quant models flashed “overheating” yesterday — good news (ceasefire, oil drop, earnings) got priced in all at once.
2. Memory & storage names were the most crowded → biggest YTD runners got hit the hardest. Pure positioning washout.
3. Fed speakers poured cold water on rate cuts — “higher for longer” talk is back.
4. Stock-specific pain: AMD downgraded on valuation + TSMC bottlenecks. AVGO just broad weakness.
5. Under the surface: Capex fatigue at the hyperscalers + heavy insider selling.
This isn’t the end of the AI rally.
It’s an overheated market taking a breather.
Real question for the timeline:
Do you see today’s dip as a **BUY** opportunity… or time to **TRIM**?
Hedge funds just had their BEST month ever (+9.1% in April).
So what did they do next?
They dumped tech harder than any time in the last decade.
$NVDA, $MSFT, $META — net selling in 4 of the last 5 sessions.
At the exact same time:
Retail poured a RECORD $10 BILLION into $QQQ — the largest monthly inflow in history.
That divergence is now extreme.
Here’s what’s quietly happening underneath:
1. $MSFT — huge call stacks at $430/$440… but someone bought 500 June $400 puts as crash insurance.
2. $XP — 8,550 puts (V/OI 534x) AND 8,550 calls (V/OI 194x) in the same session. Someone is positioned for a violent move either way — in size.
3. S&P making new ATHs… but NYSE breadth yesterday was brutal: 1,969 decliners vs only 776 advancers. Negative breadth on 4 of the last 5 record closes.
The rally is getting lonelier by the day.
You decide — which side breaks first?
Are you with the hedge funds getting defensive… or retail going all-in?
@Pennyboycrypto This is exactly why I follow you, man. You dropped $MU in the 2036 list and it’s already exploding. Feels good to see real infrastructure plays get rewarded instead of just hype.