Neon68

don't buy or sell only of my tweets!

[NoLimit @NoLimitGains]

This man just told you exactly where the money is going for the next decade:

[Venu @Venu_7_]

$FPS +60% in one month.

The market is finally starting to understand that AI isn't just chips - AI needs power.

Forgent sits directly in the data center power chain, providing critical infrastructure from switchgear and E-Houses to low-voltage distribution systems.

[Neon68 @Neon68]

@thesogle_ You should not copy or listen to any of these "instagramm-traders"!

[Neon68 @Neon68]

@Globalflows Also still long on $PURR because an idiot sold his position doesn`t mean u should also sell

[Neon68 @Neon68]

$GOOG - u should buy, otherwise will be late..one of the cheapest stocks in the AI area

[AskLivermore @asklivermore]

$BEAM and $CRSP

Next-gen gene editing companies Beam Therapeutics and CRISPR are both setting up quietly.
Volume confirms accumulation.

Watch the rotation into biotechnology later this year. Still early and choppy for now.

[Neon68 @Neon68]

$BAND - one of the strongest stock in the market

[Neon68 @Neon68]

$PSNL - with break

[Venu @Venu_7_]

$FSLR - When an 18-year base starts moving, you pay attention.

One of the largest bases in the entire market is starting to wake up. ⚡️

[Neon68 @Neon68]

@mehtasdeepak agree!

[Deepak Mehta @mehtasdeepak]

$FPS will be in triple digits by end of 2026.

[RiskReversal Media @RiskReversal]

"Google ($GOOGL) is probably the best pure play bet on AI you can own."

Search. YouTube. Android. Advertising. Travel. The leverage across every platform is unlike anything else in the market right now.

🎙️@jrichlive joins Dan Nathan on the latest Okay, Computer.

[True market Leader @TmarketL]

Jesse Livermore

[Evan @StockMKTNewz]

Google $GOOGL invested $900M into SpaceX back in 2015 as part of a $1B funding round with Fidelity, securing ~7.5% ownership

SpaceX was valued at ~$10B-$12B when Google invested

SpaceX is now going public at a valuation of ~$1.75 Trillion

Google doesnt still own ~7% of due to dilution but ...

7.5% of the SpaceX IPO is worth

$131.25 Billion

[InvestmentGuru @InvestmentGuru_]

10 stocks to hold in this market.

$NOK

Nokia just booked €1B+ in AI orders in a single quarter.

⟶ Optical networking demand exploding
⟶ Nvidia invested $1B into them
⟶ AI & Cloud segment up 49% in Q1
⟶ Network Infrastructure guidance raised to 12–14% growth

140% YTD and analysts are still raising targets. The legacy telecom is now an AI infrastructure play.

$BB

BlackBerry just hit FedRAMP Class D — the U.S. government’s highest cloud security standard.

⟶ Secure comms for defense & federal
⟶ IoT software revenues building quietly
⟶ Stock up 100%+ off April lows
⟶ Chart momentum accelerating

Everyone wrote BB off. The turnaround didn’t care.

$TE

T1 Energy — domestic solar manufacturer — and smart money is loading up.

⟶ Renaissance Technologies +232%
⟶ Two Sigma +220%
⟶ BlackRock +42%
⟶ 45X manufacturing tax credits = structural tailwind
⟶ 100% of analysts: Strong Buy

Reshoring + energy demand = underrated setup.

$CIFR

Cipher Mining is dead. Cipher Digital is alive.

⟶ Renamed Feb 2026 — now a hyperscale AI data center operator
⟶ Raised $2B in secured notes to fund the buildout
⟶ Hyperscaler tenant contracts in pipeline
⟶ Morgan Stanley PT: $42.50

Bitcoin treasury + AI infrastructure. Best of both cycles.

$SMR

NuScale is sitting on $890M cash, zero long-term debt, and two binary catalysts ahead.

⟶ TVA 6 GW SMR deployment in progress
⟶ Romania RoPower go/no-go decision: mid-2026
⟶ Northland: Outperform
⟶ AI data centers need baseload nuclear

One contract announcement re-rates this overnight.

$QS

QuantumScape just went from lab to pilot line.

⟶ Eagle Line production facility now live
⟶ First-ever ecosystem partner billings in Q1
⟶ VW committed up to $131M in milestones
⟶ Expanding beyond EVs → robotics, defense, aviation

2026 is the proving year. Pre-revenue but post-lab.

$SIVEF

Sivers Semiconductors hit an all-time high this week.

⟶ 77% pipeline expansion YoY
⟶ Major LiDAR customer ramp: Q4 2026
⟶ Products spanning AI photonics, SATCOM, defense 5G
⟶ Northland: 2026 Top Pick in Photonics & Lasers

The Q1 revenue dip was defense budget delays — not demand. The ramp is coming.

$JOBY

Joby just flew the first-ever eVTOL point-to-point flights in New York City.

⟶ JFK → Manhattan heliport. Done.
⟶ First passengers expected in Dubai: 2026
⟶ White House eIPP program: 11 states approved
⟶ $2.5B cash on hand

The wait is almost over. Commercial operations are happening this year.

$SERV

Serve Robotics grew revenue 7x year-over-year.

⟶ $440K → $2.98M in 12 months
⟶ Nvidia-backed, Uber Eats-partnered
⟶ Level 4 autonomous delivery scaling across U.S. cities
⟶ Physical AI is no longer a concept — it’s on your street

Waymo for food delivery. Early innings.

$LWLG

Marvell just acquired Polariton Technologies — and LWLG’s polymers are inside the technology.

⟶ Perkinamine EO polymers = key material in plasmonic modulators
⟶ Marvell listed Plasmonics as critical at COMPUTEX 2026
⟶ SilTerra PDK rollout enabling commercial customer designs
⟶ The bridge from lab to fab is being built right now

If CPO is the theme — LWLG is the ingredient.

Not financial advice.

[Justin Spittler @JSpitTrades]

$ICHR on breakout watchout

Powerful, small cap semi stock

+307% YTD

Only $2.6B market cap

Spent past several weeks flipping 2021 highs into support. Ready to push off this five-year base.

[Connor Bates @ConnorJBates_]

$FCX breaking out of a multi-decade base.

[Capital Flows @Globalflows]

Volume pushed through SPACEX is about to accelerate into the IPO

We are already seeing HIP-3 volume shift away from Crude and into stocks. This is one of the reasons why Hyperliquid isn't falling with BTC

Hyperliquid is an adaptive system right now seeking alpha. The result is uncorrelated returns.

This is why $PURR is my largest position and why there is fundamental backing to the squeeze taking place

Everything was laid out in my pinned tweet

[DEGEN NEWS @DegenerateNews]

NEW: THE WALL STREET JOURNAL REPORTS @HyperliquidX "IS EMERGING AS WALL STREET’S CONVENIENCE STORE"

"HYPERLIQUID, FOUNDED BY FORMER QUANT TRADER JEFF YAN, IS ALWAYS OPEN FOR BUSINESS"

SOURCE: https://t.co/HZauGd7DOv

[Bull Theory @BullTheoryio]

GOOGLE'S INVESTMENTS SHOULD BE STUDIED.

Google owns 7% of SpaceX and 14% of Anthropic, two of the biggest IPOs in history, both listing this year.

$900 million invested in SpaceX in 2015 is now worth $126 billion, a 140x return.

$13 billion invested in Anthropic is now worth $135 billion, a 10.4x return.

Those two stakes are now worth $261 billion combined, an 18.8x blended return before either company has even gone public.