Nothing to Something

Been trading for a decade. Started with Penny Stocks, tried out futures, stocks and commodities, now I trade options.

[Nothing to Something @NTS_Trading]

@smartertrader What do you think of GOOGL? AMD looks ready to blast off as well.

[Nothing to Something @NTS_Trading]

Some of my unique algorithms' top picks for Monday.
$GOOGL $AAPL $AMD $QQQ

[Danny Naz @ThePupOfWallSt]

Power is becoming the bottleneck of the AI economy.

For 30 years, U.S. electricity demand barely moved. Now AI data centers, reshoring, EVs, industrial automation, and grid upgrades are all hitting the system at once.

That means the next big trade may not just be chips.

It may be everything that feeds the chips.

Companies that could benefit:

$GEV, GE Vernova: turbines, grid equipment, power generation

$POWL, Powell Industries: switchgear, power control systems

$ETN, Eaton: electrical equipment, power management

$HUBB, Hubbell: utility and grid components

$PWR, Quanta Services: transmission and utility infrastructure

$VRT, Vertiv: data center power and cooling

$GNRC, Generac: backup power and grid resilience

$CEG, Constellation Energy: nuclear power supply

$VST, Vistra: power generation and capacity demand

$NEE, NextEra Energy: renewables, grid, utility scale power

$AMSC, American Superconductor: advanced grid and power systems

$PLPC, Preformed Line Products: transmission and grid hardware

$SPXC, SPX Technologies: transformers and power infrastructure

$CLF, Cleveland-Cliffs: electrical steel exposure

$MOD, Modine: thermal management and cooling

The big idea:

AI needs chips.
Chips need data centers.
Data centers need power.
Power needs grid upgrades.

That’s the second-order trade.

[Nothing to Something @NTS_Trading]

I need to look into all of these AI names I haven’t researched. 🤔

[Justin Banks @RealJGBanks]

THE SUPER CYCLE PHASES

Phase 1 was Semis:
$NVDA $ARM $AMD $AVGO $INTC

Next money rotates into the next layers:

Memory:
$MU $WDC $STX $SNDK

Photonics / Optical:
$NOK $LITE $COHR $AAOI $GLW $CIEN $MRVL

Now it’s hitting

Compute / AI Data Centers:
$IREN $CIFR $WULF $CORZ $NBIS $CRWV $P

Next

Materials / Rare Earths:
$MP $USAR $UUUU $FCX $AA

Networking:
$ANET $AVGO $MRVL $CSCO

Power / Grid / Cooling:
$VRT $ETN $GEV $CEG $SMR $OKLO

Space:
$ASTS $RKLB $LUNR $PL

Defense / Drones:
$KTOS $AVAV $ONDS $LMT

Robotics / Autonomy:
$TSLA $PATH $SYM $SERV

[Mike Investing @MrMikeInvesting]

We are currently in a “once in a lifetime” AI super cycle…

Phase 1 was: (already gone)
Semiconductors ~ $NVDA, $AMD, $INTC, $ARM

Phase 2 is: (passing by now)
Memory ~ $MU, $SNDK, $WDC
Photonics ~ $AAOI, $AEHR, $LITE, $MRVL

The current phase is Neo Cloud/AI infrastructure:
$IREN, $NBIS, $CRWV, $CIFR, $APLD

Next wave (many will miss)
Rare Earths ~ $USAR, $MP, $UUUU, $FCX
Power & Cooling~ $VRT, $CEG, $OKLO, $OSS

Finally it all concludes with these 3 sectors:
Robotics ~ $TSLA, $PATH, $SERV
Space ~ $RKLB, $ASTS, $PL, $LUNR
Drones ~ $ONDS, $AVAV, $LMT

Many will make generational wealth from this AI super cycle over the next 7 months.

Save this to look back on later…

[Nothing to Something @NTS_Trading]

The best pattern to see on any time frame while in calls.

[Sam Parikh @smartertrader]

Pattern called Rippy mode

[Elon Musk @elonmusk]

The GB300 is the best AI computer

[Nothing to Something @NTS_Trading]

@ThePupOfWallSt @unusual_whales @ThePupOfWallSt 🤣

[Nothing to Something @NTS_Trading]

@nataninvesting stick to US stocks...

[Nothing to Something @NTS_Trading]

@smartertrader China stocks are garbage IMHO. Value traps.

[Nothing to Something @NTS_Trading]

The government prints trillions like it’s nothing and ruins our buying power.

Where does it all go? Certainly not into making our country a better place, that would make too much sense… 😂

[Elon Musk @elonmusk]

Government overspending causes inflation. End of story.

That is why prices at the store keep rising.

Stop government overspending to end inflation!

[Nothing to Something @NTS_Trading]

@SelfMadeMastery There are much better stocks out there. 💰

[Nothing to Something @NTS_Trading]

@InvestorJared Middle class in 2024

[Nothing to Something @NTS_Trading]

@Whotfismick

[Nothing to Something @NTS_Trading]

@hashjenni Most debt

[Nothing to Something @NTS_Trading]

@smartertrader $SMCI has announced guidance on the 19th right before the past two earnings, on 1/19/24 and 4/19/24.

[B The Trader @Bthestory87]

This is Ed Seykota.

He turned $5,000 to $15,000,000.

With nearly 60% average annual returns, he is a true market wizard.

Here are 8 lessons that he credits for his success:

[Nothing to Something @NTS_Trading]

@tradingchik @EclipseTrades They must in order to keep costs down. 😂

[Nothing to Something @NTS_Trading]

@cobraalerts Who says shit like this 😂

[Nothing to Something @NTS_Trading]

@itsAlexMIA @TicTocTick 🎯🎯🎯