PhotonBullMarket

Business: [email protected]
Discord ⬇️

[PhotonBullMarket @PhotonBullmkt]

Very excited to announce this project together with @retail_mourinho

We have been investing for a couple of years and think this is the right time to help every retail investor.

July was rough, and August is already looking a lot better.
https://t.co/mjADGvU39r

[Retail Mourinho @retail_mourinho]

++ PERSONAL ANNOUNCEMENT 📣 ++

Together with @PhotonBull, I’m excited to launch our own Discord community:
The Retail Club ⚜️

Members will get exclusive access to our portfolios, trades, and market signals, along with in-depth research on stocks across the hottest sectors.

Our goal is simple: build a community of retail investors who want to grow their wealth, improve their investing skills, and ultimately escape the cubicle. And if you’ve already made it, you’re more than welcome too.

Many of you have followed my journey for a long time. My portfolio peaked at +270% YTD and has since pulled back to +185%. Am I worried? Not at all.

Back in April 2025, during the tariff crash, my portfolio dropped from €100k to €40k. I rebuilt it, reached €500k for the first time in May 2026, and crossed €600k just one month later.

That was mainly driven by getting into $ASTS around $20, $NBIS around $40, riding $HIMS from $20 to $65, and $ONDS from $5 to $14 in just three months. On top of that, I actively swing trade my positions and trim into strength.

For a long time, I said I would never sell you anything, and I meant it. But over the past few years, I’ve gained a tremendous amount of experience. I believe my time is now better spent helping others on their investing journey than sitting in a corporate cubicle.

Together with @photonbull, we want to build a high-quality community for retail investors.

I stand behind this with my name: Retail Mourinho.

Our first mission is clear: earn back the July crash losses.

We’ve been knocked down before, and we’ve always come back stronger.

I can’t wait to welcome you to The Retail Club ⚜️

Link to The Retail Club in the comments and in my bio.

Best,
RM

[PhotonBullMarket @PhotonBullmkt]

The funniest thing now would be for markets to pump after X turned bearish on a slightly hawkish Warsh speech

Lure everyone back in and then pull the rug?

[PhotonBullMarket @PhotonBullmkt]

How did he know lol https://t.co/UJv5wMJtpA

[Retail Mourinho @retail_mourinho]

I really called the market top

[PhotonBullMarket @PhotonBullmkt]

Classic fed rug

Market still choppy it seems

[PhotonBullMarket @PhotonBullmkt]

GTA 6 trailer looked very good but not really sure it matches the hype

Though everyone will buy and play it regardless so I guess it's good enough

$TTWO

[PhotonBull @PhotonBull]

$ASTS seems like a forgotten stock right now. People are turning bearish all over X, the average price target on here is between $40 and $50, and less people are showing interest.

It reminds me of $NBIS in the $80-90 range earlier this year. Nobody cared about it anymore, then suddenly as the stock went up and regained momentum, everyone flipped bullish again.

$EOS.AX is a more recent example, while everyone forgot about it between $6-8, I was a big buyer. It then ran to $12 and now sits at $11 and is being mentioned more frequently again.

The stocks nobody mentions positively anymore are usually the ones worth buying. I am not calling for an exact bottom but I think $ASTS is in a similar position right now.

[PhotonBullMarket @PhotonBullmkt]

This guy was one of the only people to call out the software rotation before it happened

Now he is switching back to hardware companies like $NVDA $LITE and $MU

Make sure to follow him https://t.co/3m8J33Moaq

[CMS Invests @cmsinvests]

Three months ago I called:
- $MSFT at $380 → $500
- $CRM at $175 → $230
- $NOW at $90 → $130

NFA, but now i’m calling:
- $LITE at $930
- $MU at $950
- $NVDA at $210

Costs nothing to follow me…

[PhotonBullMarket @PhotonBullmkt]

$NVDA with a good beat, so naturally everything will be red tomorrow

"Compute is now revenue" puts a focus on neoclouds imo

$NBIS $IREN $CRWV might outperform again https://t.co/miRTMtr5PY

[Wall St Engine @wallstengine]

Nvidia $NVDA Q2’27 EARNINGS HIGHLIGHTS

🔹 Revenue: $96.2B (Est. $92.2B) 🟢; +106% YoY
🔹 Adj. EPS: $2.22 (Est. $2.10) 🟢; +120% YoY
🔹 Data Center: $89.0B (Est. $85.8B) 🟢; +117% YoY
🔹 Adj Gross Margin: 75.0% (Est. 75%) 🟡; +250 bps YoY

Q3 Guide:
🔹 Revenue: $108.0B +/- 2% (Est. $104.2B) 🟢
🔹 Adj Gross Margin: 74.0% +/- 50 bps
🔹 Adj OpEx: ~$9.0B

Segment Revenue:
🔹 Data Center: $89.0B; +117% YoY
🔹 Edge Computing: $7.2B; +27% YoY

Financials:
🔹 Adj Operating Income: $64.0B; +124% YoY
🔹 Adj OpEx: $8.2B; +54% YoY
🔹 Adj Net Income: $54.0B; +118% YoY
🔹 Free Cash Flow: $21.3B
🔹 Cash & Cash Equivalents: $22.4B
🔹 Short-Term Debt: $1.0B
🔹 Long-Term Debt: $32.4B

Capital Return:
🔹 Shareholder Returns: ~$26.0B in Q2
🔹 Remaining Authorization: ~$99.0B

Key Updates:
🔹 GAAP-to-non-GAAP adjustment includes $7.8B of net gains from equity securities
🔹 Outlook assumes no Data Center compute revenue from China
🔹 Vera Rubin is ramping into full production with racks running at partners

Comments:
🔸 “AI has reached its inflection point. It’s doing useful work. Its tokens are productive and profitable. Now, compute is revenue.”

🔸 “The AI infrastructure buildout is at full steam. Vera Rubin, now in full production, was built to power exactly this moment.”

[PhotonBull @PhotonBull]

$KRKNF $PNG.V earnings tomorrow👀

[PhotonBull @PhotonBull]

Another great day for $EOS.AX, nearing ATH now

[PhotonBull @PhotonBull]

$ASTS sentiment has to be the worst i've seen in a while

This is not when you sell

This is when you buy

[PhotonBull @PhotonBull]

$EOS.AX is now up around 45% in just 2 weeks since we alerted our buys in The Retail Club

Even in a choppy market you can make money

Make sure to join the discord for the next plays, link in the comments below👇

[PhotonBull @PhotonBull]

https://t.co/ZiU7kmbXQO

[PhotonBull @PhotonBull]

Koreans are piling into $BTC instead of memory now

[PhotonBull @PhotonBull]

$EOS.AX up 20% on earnings.

Not bad for a start.

[PhotonBull @PhotonBull]

Insider trading?😂

$MRNA

[PhotonBull @PhotonBull]

Going to be a big week

$NVDA

[PhotonBull @PhotonBull]

Highlight of this week in The Retail Club discord community was probably buying the bottom on $ASTS at $63.45

Some other positions being built too right now.

Link to join:

https://t.co/ZiU7kmbXQO

[PhotonBull @PhotonBull]

Space news heating up

Generational run might be around the corner

$ASTS $RKLB

[PhotonBull @PhotonBull]

There is a time for both IMO

If you are young and are already working hard, the best way to start is to limit unnecessary expenses and start investing

[PhotonBull @PhotonBull]

Holy shit bitcoin:native

Saylor sold the bottom