Get Money Jayy

Wanna be tesla bull

[Thierry from arvy 🇨🇭 @ThierryBorgeat]

🚨 Bitcoin just dropped from $74,000 to $67,500 in 48 hours. On no real news.

One thesis that fits the data:

The exit liquidity rotation has begun.

In the next months, four companies are raising over $350 billion in fresh equity:

– SpaceX IPO: ~$75B
– OpenAI raise: ~$100B
– Anthropic raise: ~$100B+
– Google net equity issuance: ~$80B

That money has to come from somewhere. Existing portfolios. Risk-on capital. Cash.

Bitcoin is the most liquid risk-on asset on earth. Selling it is the fastest way to free up dollars without triggering tax events on long-held equity positions.

If the most religious Bitcoin holders – the corporate treasuries, the funds, the whales – are even partially rotating to participate in the largest IPO cycle in history, you don't need a news catalyst to explain the drop.

You just need the supply curve to flip.

This isn't bearish on Bitcoin long-term. It's a sign that the entire risk-on crowd is preparing to absorb the largest equity issuance year since 2000.

When the marginal Bitcoin holder needs to be on a SpaceX cap table, Bitcoin goes down for reasons that have nothing to do with Bitcoin.

The exit liquidity avalanche doesn't just hit overvalued stocks.

It hits anything liquid.

[The Market Matrix @MarketMatrixs]

$NOW 5 years ago:
Stock price: $135
Revenue: $5.9B
Adj. EBITDA: $1.62B
Net Income: $230M
Free Cash Flow: $1.87B

$NOW right now:
Stock price: $135
Revenue: $13.30B
Adj EBITDA: $3.85B
Net Income: $1.75B (+660%)
Free Cash Flow: $4.62B

Yeah, I think it’s undervalued..

[Micro2Macr0 @Micro2Macr0]

This is NOT when you sell your #Bitcoin.

[Micro2Macr0 @Micro2Macr0]

$NOW looks great. Just a temporary rejection off the 200 moving average (Orange line). I've been buying all morning.

[Michael | Hypermarkets @itsmichaelluu]

$NOW can easily triple from $125 by Jan 2027.

Remember, token use is expected to 2800% in 5 years says $GS.

So these 24 stocks can still 10x-20x:

(COMPUTE / GPU)

1. $NVDA — Every token touches a GPU. 24x tokens = 24x chip demand, full stop.

2. $AMD — MI300X gaining enterprise traction. Second GPU source as hyperscalers diversify suppliers.

3. $INTC — Gaudi AI accelerators + x86 CPUs running inference at the edge and enterprise.

(NETWORKING)

4. $ANET — AI clusters need ultra-low latency switching. 24x tokens = 24x network traffic routed.

5.$AVGO — Custom AI ASICs for hyperscalers. Token volume drives ASIC and switching orders higher.

6. $CSCO — Data center fabric and ethernet switching. Every agent call crosses Cisco infrastructure.

7. $CIEN — Optical networking backbone connecting AI data centers. Bandwidth demand scales with tokens.

(MEMORY / STORAGE)

8. $MU — HBM3E stacked on NVDA GPUs. More inference = direct memory bandwidth demand explosion.

9. $WDC — Flash storage holds model weights and KV caches. Agent scale drives NAND demand structurally.

10. $STX — Hard drives store cold AI training data. Data center storage TAM expands with every model.

(POWER / COOLING)

11. $VRT — More tokens = more heat. Liquid cooling demand explodes alongside data center power density.

12. $ETN — Electrical infrastructure for AI data centers. Power management is the #1 buildout bottleneck.

13. $GEV — Gas turbines and grid solutions powering new data center campuses requiring gigawatt-scale energy.

14. $VST — Power generator selling directly to hyperscalers. AI energy contracts already locked in long-term.

(CLOUD PLATFORM)

15. $MSFT — Azure hosts majority of enterprise agents. Token spend flows straight through its cloud margin.

16. $AMZN — AWS Bedrock is the enterprise agent backbone. More agents, more API calls, more revenue.

17. $GOOGL — TPU infrastructure + Gemini API. Every token processed on Google Cloud prints margin.

(ENTERPRISE AGENT LAYER)

18. $NOW — Enterprise agents run on its platform. Every workflow automated burns more tokens daily.

19. $CRM — Agentforce deploys AI agents across sales, service, and marketing. Per-action token billing scales.

20. $PLTR — AIP platform runs AI agents on enterprise and government data. Token volume is its revenue driver.

(AI INFRASTRUCTURE)

21. $NBIS — Pure-play AI infrastructure at ground level. Token supercycle lifts the entire compute ecosystem.

22. $SMCI — Builds GPU server racks for data centers. Every NVDA chip needs a SMCI chassis to run.

23. $DELL — AI server sales to enterprises exploding. Token growth drives hardware refresh cycles faster.

24. $ARM — Chip architecture inside every mobile and edge AI device. Royalties scale with token proliferation.

$NOW is the most undervalued right now. This is why Jensen Huang says the market has made a mistake on it.

♻️ RESHARE this post and write 1 comment, I'll DM you the best $NOW contract to buy and hold.

[Mike Investing @MrMikeInvesting]

U.S. President Trump has literally told you what to buy, & has yet to miss.

Thus far he’s called:
$INTC at $19 & is now up +594%
$DELL at $230 & is now up +96%
$NOW at $81 & is now up +59%

He’s now calling:
$IBM at $297

“It’s going to go up a lot more”

Don’t miss out again…

[Stock Report @StockReportt]

$NVDA CEO Jenson Huang just said to buy energy stocks.

Here are 5 nuclear energy stocks that could 10x before 2030 ☢️👇

[Documenting Saylor @saylordocs]

$NVDA CEO is telling you to buy energy stocks

He is literally saying demand will 1000x

“This is the best time in the history of humanity to invest in sustainable energy”

[Ashton Invests @Ashton_1nvests]

My favorite stocks by category right now:

Best fintech: $SOFI
Best software value: $NOW
Best mega-cap: $AMZN
Best turnaround: $SNAP
Best semiconductor play: $AMD
Best restaurant stock: $CAKE
Best high-upside insurer: $OSCR
Best AI marketing platform: $ZETA
Best “boring but powerful” compounder: $MSFT
Best payments stock: $MA
Best consumer turnaround: $NKE
Best long-term healthcare rebound: $UNH
Best overlooked international growth story: $MELI

I do not think every stock needs to fit the same role.

Some are compounders.
Some are turnarounds.
Some are higher-upside bets.
Some are more stable long-term holds.

That is what makes building a portfolio interesting.

What category would you add?

[Daniel @danielisdizzy]

The “SaaSpocalypse” is coming to an end.

The CEO of $NOW explained it perfectly:

“The market thinks maybe I can do everything with a language model and build the software myself. But that’s not gonna happen. Why would companies rebuild software like $NOW and pay 10x more?”

Building software with LLMs is possible.

Replacing mission-critical enterprise software at scale is a completely different story.

Custom software costs more, takes longer, creates support challenges, and increases complexity.

Companies like $NOW and $CRM will integrate AI.

They are not being replaced by it.

Also:

• CEO bought $3M worth of shares around $105
• Stock is around $102 today
• CEO said the company could 10x from here

[Peter DiCarlo @pdicarlotrader]

Can't touch $META yet. My Bull Cycle rules aren’t met.

But this is early signs of a true bottom

Inverted H&S on the daily

Weekly BX still showing steady buying

Next key area for me is the 700 liquidity level.

If we tag that, I start watching for the sweep.

[AilaunchX @Ai_Tech_tool]

Instead of watching an hour of Netflix, watch this 2 hour hour Stanford lecture will teach you more about how LLMs like ChatGPT and Claude are built than most people working at top AI companies learn in their entire careers.

[TrendSpider @TrendSpider]

✅ 200EMA holding
✅ CEO buys at the lows
✅ SpaceX IPO shares

$SOFI

[Crypto Rover @cryptorover]

In the last 24 hours:

- Trump skipped his son's wedding to stay at the White House citing "government circumstances"

- JD Vance and Hegseth cancelled Memorial Day plans and rushed back to Washington

- All defense and intelligence officials cancelled their holidays

- Tulsi Gabbard resigned as Director of National Intelligence

- An IRGC-linked operative was arrested in an alleged assassination plot targeting Ivanka Trump

- A gunman opened fire on a Secret Service checkpoint outside the White House tonight and was killed

Markets are closed on Monday. Something big is coming and Wall Street will not find out until Tuesday.

[Ted @TedPillows]

Bitcoin "Electrical Cost" is currently around $46,000.

Historically, $BTC has bottomed 10%-20% within this cost.

Based on this, the bottom could be around $52,000-$53,000.

[The Assembly @InTheAssembly]

SpaceX is about to be the largest IPO in human history.

But here’s the catch…

It’s also going to be the trade most retail investors REGRET for the next 5 years.

Here’s why, and the 4 space stocks I’m actually paying attention to instead:

On June 12, SpaceX will list on Nasdaq under the ticker SPCX.

The expected valuation is around $1.75 trillion.

That’s more than twice the previous record IPO, and more than the GDP of all but a handful of countries on earth.

But even if SpaceX doubles from there, your return is 100%.

In the same window, a small cap space stock with the right setup can do 5x or 10x.

The math simply does not work for retail investors hoping for asymmetric returns from a trillion dollar IPO.

You are buying a fully priced, fully discovered, fully institutional name on day one.

The real money in space is not SpaceX.

It’s in the smaller, less-followed public names that will get revalued the moment SpaceX trades.

Here are the 4 I am watching:

VELO Velo3D

3D prints metal parts inside SpaceX's Raptor engines. SpaceX backed them early and was their first customer. The cleanest direct supplier name on the public market.

RDW Redwire Space

The picks and shovels of space infrastructure. Solar arrays, deployable structures, microgravity manufacturing. The stuff every satellite and spacecraft needs.

BKSY BlackSky

Real-time earth observation satellites with major defense and intelligence customer base. Sub-billion-dollar market cap with a Pentagon backlog.

GHM Graham Corporation

Rocket turbopumps through its Barber-Nichols subsidiary. Already supplies multiple US launch players. Nobody is pricing the space exposure inside this name.

Most of these sit between $1 billion and $4 billion market cap.

Meaning even if they 5x to 10x from here, they would still be relatively small businesses.

That’s the power of an asymmetric bet. Either it goes to zero, or it does 5x to 10x over the next few years.

At The Assembly, we are a team of 8 with one goal: help you find the right stocks early.

Turn notifications on so you don’t miss our alerts. This is EXTREMELY important.

If you are not following us yet, you will understand later why that was a mistake.