boomstick

[The Long Investor @TheLongInvest]

Berkshire was a Net Buyer of stocks in Q2 to the sum of $20 Billion

What do you think they bought?

My shortlist:

$NVO
$OSCR
$SE
$GRAB
$UPS
$TGT
$MELI
$GIS
$PFE
$BKNG
$EL

($UNH should be here but that would mean they would have to admit they got it wrong when they sold under $260)

[unusual_whales @unusual_whales]

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[Echo Analysis @EchoAnalysis]

$RKLB BOOM 👀

Up 6% today and nearly 30% since my buy last week.

Price is now approaching the 200DMA from below. Flipping this level to support is a low risk buy.

Wave B target: 40% to 101% 🚀

[Echo Analysis @EchoAnalysis]

🟢 $RKLB I've doubled my position 🟢

Price is showing strong bullish divergence while sitting on the 0.618 fib.

MACD is about to flip bullish for the first time since the May 90% rally.

I expect Wave B to start next with upside targets ranging between 75% and 159%. 🚀

[Ryan @RyanMarketEdge]

Everyone wanted them higher.

$OKLO at $86 and is hesitating at $44.
$RKLB at $114 and is hesitating at $70.
$ASTS at $83 and is hesitating at $59.
$LUNR at $41 and is hesitating at $14.
$OUST at $52 and is hesitating at $38.
$ONDS at $20 and is hesitating at $8.
$CIFR at $33 and is hesitating at $26.
$IREN at $81 and is hesitating at $41.

6 months from now some will wish they treated volatility as research time.

You can’t make this up. Psychology repeats itself.

[Shay Boloor @StockSavvyShay]

KEY FIB LEVELS FOR POPULAR GROWTH STOCKS

Space
• $RKLB -- $67
• $ASTS -- $87
• $PL -- $24
• $BKSY -- $23

Photonics
• $AAOI -- $83
• $LITE -- $504
• $COHR -- $203
• $CIEN -- $278

Drones
• $ONDS -- $10
• $UMAC -- $12
• $AVAV -- $223
• $KTOS -- $75

Nuclear
• $OKLO -- $50
• $UUUU -- $13
• $GEV -- $649
• $LEU -- $168

AI Utility
• $IREN -- $33
• $NBIS -- $94
• $CIFR -- $11
• $CRWV -- $69

AI Inference
• $NET -- $195
• $DOCN -- $63
• $FSLY -- $19
• $OSS -- $8

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

AI Hardware
• $NVDA -- $164
• $TSM -- $292
• $ASML -- $1,177
• $AMD -- $194

AI Applications
• $PLTR -- $120
• $SNOW -- $155
• $MDB -- $238
• $ZETA -- $16

Physical AI
• $TSLA -- $323
• $AMZN -- $199
• $GOOGL -- $269
• $ISRG -- $466

AI Security
• $MSFT -- $381
• $CRWD -- $401
• $PANW -- $161
• $RBRK -- $46

[Florian @Florian_0707]

Don’t ignore this.

$OKLO holds the upper edge of the buy zone.

Advanced nuclear designed for 24/7 clean power.

Entry: $21.90 – $41.48
Upside: +300$

Clean energy meets clean technicals.

[Heisenberg @Mr_Derivatives]

Charlie Munger in 1994 said the first $100,000 is a b*tch. Implying that once you get there, you can kind of coast.

Well, applying a conservative inflation adjustment into today’s dollars, you will need $250,000 now.

In other words:

“The first $250,000 is a b*tch.”

[Jason Luongo @JasonL_Capital]

The US government just told you exactly where to put your money.

The House passed a $1.1 trillion National Defense Authorization Act. Here are 10 stocks positioned to benefit.

1. $ONDS - Ondas Holdings

Autonomous defense and counter-drone systems. Secured $70 million in new orders in the past four weeks alone. $150 million in Q2 orders across counter-UAS, ISR, and precision-strike platforms. Partnered with Palantir.

[Echo Analysis @EchoAnalysis]

$SMCI Don't chase this 👀

Price up 19% today but price simply has to make a new low below Wave W for a bottom to form.

I expect a bottom at the 0.887 fib at $14.

Wave 3 target: 1388% 🚀

[Shelpid.WI3M @Shelpid_WI3M]

🚨 $SPCX IS 2022 NVIDIA ALL OVER AGAIN...

$SPCX is already down nearly 50% from its highs. Most people see a failed IPO. I see the exact setup that turned NVIDIA into one of the best trades of the decade.

Rewind to 2022:

→ NVDA crashed more than 65%
→ The media declared the growth story dead
→ Retail panic-sold at the bottom
→ Smart money quietly accumulated

You know how that ended.

Now look at SpaceX. IPO hype. Brutal selloff. Fear taking over. That's the exact stage where most investors walk away in disgust - and it's usually where the best risk/reward setups are born.
Here's my plan:

Buy zone: $85-115 Target: $250+

But I'm not rushing in. The unlocks are still ahead, the float's about to explode, and there's likely one more flush before the base is built. I want the exhaustion the moment the last seller gives up.

Most people will only get interested after a new ATH. By then the easy money is long gone.

The moment I buy $SPCX, I'll post it here first.
Turn notifications on.

[The Long Investor @TheLongInvest]

$SPCX just sinking down through these fib levels

0.618 Fib lost too

Is $94 next?

[Peter DiCarlo @pdicarlotrader]

$ASTS Weekly Smart Money Zone still intact.

Not loving that the Monthly BX is red.

If we close the month red and the long term cycle ends, my base case:

• Rally up toward 100
• Put in a lower high
• Then sell back off into the 40s

Structure still bullish now but we need to see July Monthly BX close green if this will remain bullish ✅

[The Long Investor @TheLongInvest]

$SPCX uh oh, poor SpaceX

Getting the very standard pump and dump post IPO

Very happy I told you to sell IT ALL if it went above $200

Smart money knows not to chase.

[Phantom_Defi @0xPhantomDefi]

🚨 THE BIGGEST $SPCX MOVE OF THE NEXT 5 YEARS WILL START WHEN NOBODY WANTS TO BUY IT

Every legendary stock followed the same path:

IPO hype.

Violent crash.

Months of boredom.

Then a move nobody was positioned for.

NVIDIA did it.

Palantir did it.

Rocket Lab did it.

Now SpaceX is entering the stage where most investors lose interest.

That's usually where the real opportunity begins.

My roadmap:

$140 → $120 → $105

$105 → $130 → $180

$180 → $250+

The crowd buys excitement.

The biggest winners buy despair.

Bookmark this tweet.

[Peter DiCarlo @pdicarlotrader]

$CRWV is trading at the strongest discount level of this entire bull structure. 🟣

I’m pricing in a potential +75% move over the next 90–120 days.

The setup, why I’m bullish here, and my worst case path are in the video ⬇️

[Michael | Hypermarkets @itsmichaelluu]

The entire AI trade is ON SALE.
24 stocks, avg –33% off their highs:

🔴 Oracle $ORCL –59.3%
🔴 IonQ $IONQ –49.4%
🔴 ServiceNow $NOW –49.2%
🔴 Applied Optoelectronics $AAOI –48.6%
🔴 IREN $IREN –46.5%
🔴 Rocket Lab $RKLB –46.3%
🔴 AST SpaceMobile $ASTS –45.2%
🔴 Applied Digital $APLD –38.6%
🔴 Palantir $PLTR –37.8%
🔴 Arm Holdings $ARM –33.9%
🔴 Marvell $MRVL –33.6%
🔴 Microsoft $MSFT –30.5%
🔴 Nebius $NBIS –29.0%
🔴 Western Digital $WDC –27.7%
🔴 Intel $INTC –27.5%
🔴 Micron $MU –26.1%
🔴 Lumentum $LITE –26.1%
🔴 SanDisk $SNDK –25.5%
🔴 Ouster $OUST –25.0%
🔴 Bloom Energy $BE –23.3%
🔴 Broadcom $AVGO –22.3%
🔴 Meta $META –16.1%
🔴 Nvidia $NVDA –13.2%
🔴 AMD $AMD –7.9%

UPDATED cheatsheet for you to save

[AskLivermore @asklivermore]

This is the reason why we are outperforming the markets together. Save this, and you'll be rich during bull markets, and you'll survive during bear markets.

- At market bottoms, financials and tech lead.
- At the top, energy and staples take over.
- In bear markets, healthcare and utilities outperform.

My cycle repeats every time.
Knowing where you are in my cycle tells you exactly where to be overweight.

Save this. Study it. Use it.

[AskLivermore @asklivermore]

This is all you need to do to make millions in the stock market. Save this. Screenshot it. You will need it.

1. VIX above 35: buy aggressively
- High-beta tech, growth, small caps
- Every single time the VIX spiked above 35 since 2018 was a generational buying opportunity. COVID bottom. Oct 2022 bottom. Tariff crash. If you bought when everyone else was panicking, you made a fortune.

2. VIX 25 to 35: start scaling in
- Quality tech, financials, industrials, cyclicals
- This is where smart money starts building positions. Not all at once. Gradually. The fear is real but the opportunity is bigger.

3. VIX 15 to 25: hold
- Balanced: tech + defensives, dividend growers
- This is normal. Stay positioned. Don't chase, don't panic. Let your winners run.

4. VIX below 15: reduce exposure
- Rotate to: utilities, healthcare, staples, bonds
- This is when everyone is comfortable. Nobody is hedging. Nobody is worried. That's exactly when you should be.
- Every major crash in market history was preceded by the VIX sitting below 15 for weeks.

Right now the VIX is at 16. We're in the hold zone. Stay positioned but stay alert.
Bookmark this. The next time the VIX spikes above 35, don't freeze. Buy.