m

[m @Marauder_19]

@commonsenseplay @commonsenseplay any idea what’s causing the sell off today?

[m @Marauder_19]

@commonsenseplay Absolutely brutal

[m @Marauder_19]

@commonsenseplay Don’t hate this. Have opened up a position a week ago and added a couple times now.

[mon @moninvestor]

$IREN - This is a letter to shareholders from IREN's independent chair on the co-CEO pay package.

We definitely needed a response. Hopefully we can move on now and focus on the company.

[Quinten @QuintenFrancois]

Only ~5% of SpaceX stock is floating right now

~95% $SPCX is still locked

Most don’t realize bearish pressure often comes later, when insiders finally get liquidity

Unlock schedule below ⬇️

[m @Marauder_19]

@commonsenseplay @YowayBuorn It’s really not. Leads in the Quebec market but nationally it lags.

[m @Marauder_19]

@commonsenseplay What’s your avg price here @commonsenseplay ?

[Michael | Hypermarkets @itsmichaelluu]

When $SPY crashes 10%-20% this summer, everything will be on sale.

Add these 16 stocks for the reversal of a lifetime:

1. $NOW — AI automates every enterprise workflow at scale
Buy zone: $85–$100 | Near 52-week lows, massive AI re-rating

2. $BE — Fuel cells powering AI data centers off the grid
Buy zone: $200–$220 | $ORCL deal de-risks demand story

3. $ASTS — Satellite broadband direct to your phone, globally
Buy zone: $65–$70 | Post-earnings flush, thesis intact

4. $GOOG — Gemini + TPUs + Search = AI moat unmatched
Buy zone: $300–$320 | Key support, 52-week low area

5. $LITE — Optical switches are the nervous system of AI
Buy zone: $600–$700 | Pulled back from $1,000+, still growing 85% YoY

6. $MU — HBM memory is the oxygen inside every AI server
Buy zone: $700–$750 | Key support after Broadcom-induced selloff

7. $SNDK — NAND flash storage exploding on AI inference demand
Buy zone: $1,100–$1,200 | Bull flag on the weekly chart

8. $TE — Data center power infrastructure, critical AI backbone
Buy zone: $6–$7 | Oversold, government energy tailwinds building

9. $RKLB — Launch provider + space systems for AI-connected satellites
Buy zone: $80–$90 | Pulled back hard, $816M SDA contract intact

10. $AAOI — 800G transceivers shipping to hyperscalers at scale
Buy zone: $120–$130 | Volatile beta, best entry on deep dips

11. $NVDA — Designs the GPUs that run every AI model on earth
Buy zone: $165–$175 | 52-week support zone, Jensen demand still intact

12. $ONDS — Drones + autonomous rail powering AI-enabled defense
Buy zone: $7–$8 | Near prior base breakout level

13. $IONQ — Trapped-ion quantum computers for post-classical AI computing
Buy zone: $27–$40 | 52-week range low, government funding tailwind

14. $AMD — EPYC + MI300X chipping away at NVDA's AI market share
Buy zone: $350–$360 | Key technical support from prior consolidation

15. $ARM — Architecture inside every AI chip ever designed
Buy zone: $220–$240 | Pulled back from highs, royalty model scales forever

16. $ORCL — Cloud infra + AI database layer for the enterprise
Buy zone: $130–$140 | Near 52-week lows pre-earnings catalyst

Remember, when $SPY sells off, you should the strong companies and hold for a massive move back towards $820+ by year end.

♻️ RESHARE this post and write 1 comment, I'll DM you my $SPY contract I'm getting for 1000% winner

[m @Marauder_19]

@commonsenseplay lol, you have not eased up on this whatsoever. Need the buyout to hit the road

[m @Marauder_19]

@commonsenseplay What’s your avg cost?

[Kevin Maro @KevInvestingYT]

I've initiated a position in $IREN in the overnight markets.

A few hours ago, Google just told the world something important:

Demand for AI compute infrastructure has reached a scale where even $174 billion in annual operating cash flow isn't enough. They're raising $80 billion more in equity on top of $100 billion in existing debt just to keep pace.

Sundar Pichai said "compute capacity" is what keeps him up at night. "Be it power, land, supply chain constraints, how do you ramp up to meet this extraordinary demand for this moment?"

His answer? Raise $80 billion in equity. Dilute shareholders. Do whatever it takes.

They already raised over $85 billion in debt across six currencies in the last year. Total debt balance now over $100 billion. And now back for $80 billion more in equity on top of that. 2027 capex expected to significantly increase compared to 2026's $180 to $190 billion.

This is not a company managing a growth cycle. This is a company in a full sprint that cannot build fast enough.

And that money does not stay inside Google's walls.

It flows downstream into the neoclouds, the power holders, and the companies sitting in the critical path of every dollar they spend.

I initiated a position in $IREN today as the catch-up trade in this space.

Here's why:

- IREN just signed a five-year $3.4 billion AI cloud contract with Nvidia to provide managed GPU cloud services for Nvidia's internal AI and research workloads. On top of that, Nvidia was given a five-year right to purchase up to 30 million IREN shares at $70 per share -> a right to invest up to $2.1 billion. The broader strategic partnership targets deployment of up to 5 gigawatts of Nvidia DSX-aligned AI infrastructure across IREN's global pipeline.

- Nvidia chose $IREN as a strategic partner. That is not a small thing.

- The stock still trades at roughly $4 to $5 per watt while CoreWeave trades at $26 per watt and NBIS at $20 per watt. The big names already ran. $IREN is the catch-up.

Now the risk I want to be honest about:

IREN's buildout is heavily dependent on external capital. Between Nvidia's share purchase right and a $2 billion convertible note offering, dilution and debt servicing are real risks. The ATM program is still active. If the stock re-rates upward, dilution could act as a ceiling slowing the move. Eyes open on that.

But Google raising $80 billion to meet demand that is outpacing their supply is exactly the macro environment where $IREN's pipeline gets filled. That is the trade.

And the options market agrees. $50 million in premium just hit on $IREN calls at a $110 strike expiring January 2027. That is highly unusual flow. Smart money is positioning.

In summary:

- Google raising $80 billion to fund AI infrastructure is the ultimate bull-signal for neoclouds.

-I believe neoclouds are about to go on another heater.

On top of my $NBIS, $CRWV, $DGXX, $APLD, $KEEL, $CIFR, and $WULF positions... I think it's finally $IREN's time to play catch-up. The options flow seems to agree, with there being over $50 million in premium for the $110 calls expiring in January 2027.

Not financial advice. Do your own research. I have a position of 6,000 shares at a $63.70 average cost.

[Nebius @nebiusai]

Merci M le Président.

Nous sommes fiers de construire l'avenir de l'IA en France !

[Andromed🅰️ @andromeda_IX]

$INFQ just locked in a 10x from here.
thank you Jensen Huang.

@Infleqtion was just named by Nvidia $NVDA as a partner deploying its new Ising AI models for quantum computing.

[First Squawk @FirstSquawk]

WSJ: The Trump administration is discussing potential funding initiatives for American drone manufacturers.

[Polymarket @Polymarket]

JUST IN: Trump administration reportedly considering taking ownership stakes in some U.S. drone companies.

[Jason Miller @JasonMillerMac4]

$BTQ +16.31%

This move didn’t come out of nowhere.

You could see positioning building before momentum fully showed up — and that’s usually where the real opportunity is in names like this.

Most traders only notice quantum stocks once the chart already looks obvious.

By then, the easy move is usually gone.

I’m already tracking a few other high-volatility names showing similar behavior for tomorrow’s session.

Inside the group I share the watchlists, positioning shifts, and setups I’m actually focused on in real time.

WhatsApp link is in my profile if you want access before the crowd catches on.

#Quantum #Stocks #Trading #Investing

[Michaël van de Poppe @CryptoMichNL]

$BTQ is ready for a run towards $6.

I've been covering this asset over the past few months, and I do like the setup.

It's breaking above the 21-Day MA and it's clearly working out on the bullish divergence.

The bullish divergence signaled that at potential bottoming formation was made, and since then, higher lows and higher highs are made.

It's currently fighting a crucial resistance zone, and got a lot of volume coming in earlier.

This trend is likely not going to stop, and as long as it makes higher highs and higher lows, I'm expecting to see $6-8 over the summer for this protocol.

Quantum compute is one of the most important verticals to invest in.

[m @Marauder_19]

@TradesQuantum Man I’m getting really impatient with $BULL. Thinking of swapping it for KTOS or RDW on the next opportunity