‼️🅿️rofit Ⓜ️aker‼️

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~Tweets not investment advice. Do your own research!~

[Justin Bechler #BIP-110 @1914ad]

As soon as @elonmusk became a trillionaire, accounts demanded he be ashamed of himself and give it all away.

The people who failed economics and history, and who failed to build anything knew what he should do with his money.

Let's expose their misguided moral outrage.

🧵

[‼️🅿️rofit Ⓜ️aker‼️ @ProfitMaker_X]

@profplum99 The real question you must ask yourself is why you don't put your phone on mute before you go to bed!

[zerohedge @zerohedge]

JPMorgan Traders Flip Back To 'Tactically Bullish' https://t.co/XmeVjupGNs

[Evan @StockMKTNewz]

Amazon $AMZN just announced plans to invest several billion dollars to build AI data centers in Missouri 🇺🇸

[unusual_whales @unusual_whales]

"Wage gains have been wiped out since Trump took office," per Axios

[Trade Whisperer @TradexWhisperer]

Your candles go red on a -5% down day. Ours printed BLUE. Next day? $PLTR +8.3% $MU: +11.7%

That is what happens when your model learns from data instead of reacting to price. We are Data Scientists.

Get 300+ charts daily. Try it free:
https://t.co/ZQDP5HCFyq

[‼️🅿️rofit Ⓜ️aker‼️ @ProfitMaker_X]

$SPCE - It was obvious that the market was going to dump space related names in anticipation of the $SPCX IPO.
Dump the pretenders in order to raise money for their Spacex purchases.

[Barchart @Barchart]

Virgin Galactic $SPCE has now lost about one third of its value today 📉📉 Ouch! 🤮

[The AI Investor @The_AI_Investor]

Yesterday at WWDC, Apple announced something that would have been unthinkable two years ago. Private Cloud Compute is expanding beyond Apple data centers, onto Google Cloud, running on NVIDIA GPUs.

This is Apple’s first use of NVIDIA chips in years. The most privacy-obsessed, most vertically integrated company on the planet, with its own world-class silicon team, just decided that serious AI inference requires NVIDIA hardware in someone else’s data center.

Read more about NVIDIA Inference Moats here:

https://t.co/QCh5g9dMui

[Shay Boloor @StockSavvyShay]

$SPCX reportedly told investors it aims to launch initial orbital AI compute demos by late 2027.

The first AI satellites are expected to use $NVDA chips with compute power similar to a GB300 rack as SpaceX seeks approval for up to 1M space-based data center satellites.

[‼️🅿️rofit Ⓜ️aker‼️ @ProfitMaker_X]

@smartertrader Yeah or buyback the crypto they sold... throwing Michael Saylor a lifeline.
Lots of places for the money to go back into.

Then we wait for Open AI and Anthropic to play the same game.

[*Walter Bloomberg @DeItaone]

IRAN WARNS FOREIGN FORCES NEAR ITS BORDERS

Iran’s Foreign Minister Abbas Araqchi warned that foreign forces near Iranian territory face constant risk from accidents or crossfire, urging them to leave to reduce tensions. The comments, posted on X, followed U.S. President Donald Trump’s claim that Iran was responsible for downing a U.S. Apache helicopter patrolling the Strait of Hormuz, an incident he said requires a response from Washington.

[‼️🅿️rofit Ⓜ️aker‼️ @ProfitMaker_X]

$BE $ENPH $FSLR $RUN

[VistaShares @VistaSharesX]

IEA data center electricity demand is set to rise from ~290 TWh today to ~1,200 TWh by 2035, a ~4x increase, with AI-optimized servers driving the majority of incremental load.

The investable implication: power generation, grid infrastructure, and cooling become the binding constraint on AI buildout, not chips. We view this as the early innings of a multi-decade #electrification capex cycle.

⚡ International Energy Agency

[‼️🅿️rofit Ⓜ️aker‼️ @ProfitMaker_X]

$NVDA $VST $MU $SNDK $MRVL

[TrendSpider @TrendSpider]

In 2024, Jensen Huang said the bottleneck was power, and $VST finished as one of the top performers of the year.

In 2025, he said the bottleneck was memory, and $MU / $SNDK proceeded to run up over 10x.

Now, he says $MRVL will be the "next trillion-dollar company"

Read our full breakdown ⬇️
https://t.co/bWkBnx8268

[‼️🅿️rofit Ⓜ️aker‼️ @ProfitMaker_X]

$AMD
$VRT
$ANET
$DELL
$RCAT
$HPE
$MU

[Seth Klarman @robertl1989]

I'll only say this once:
These 9 companies could create a lot of new millionaires over the next year.

$AMD (Advanced Micro Devices) — $516 → $680

$VRT (Vertiv Holdings) — $315 → $452

$ANET (Arista Networks) — $159 → $310

$DELL (Dell Technologies) — $420 → $538

$RCAT (Red Cat Holdings) — $15 → $60

$CRWD (CrowdStrike) — $731 → $1,100

$PANW (Palo Alto Networks) — $281 → $382

$HPE (Hewlett Packard Enterprise) — $43 → $130

$MU (Micron Technology) — $971 → $1,680
Disclaimer: These are my personal opinions only and should not be considered financial advice. Always do your own research before making any investment decisions.

[Kevin Xu @kevinxu]

pay attention anon

this is the defining chart of "category leader getting even better" that we've seen over and over again from the winning companies this year

i call it the "K-shaped" market.

a-tier companies getting bigger.
b-tier companies getting lower.

ive had to rethink my own rules like "dont chase" bc this market is so different than 2020-21 that rewarded bottomed stocks bouncing.

find the a-tier companies in the ai world and go all in before it's too late.

don't overthink it.

[‼️🅿️rofit Ⓜ️aker‼️ @ProfitMaker_X]

$PANW

[Shay Boloor @StockSavvyShay]

$PANW Q3 EARNINGS

• Revenue $3.0B vs Est. $2.9B
• EPS $0.85 vs Est. $0.79
• RPO: $18.4B vs Est. $17.9B
• Next-Gen Security ARR: $8.1B vs Est. $7.8B

FY26 Guidance
• Revenue $11.4B vs Est. $11.3B
• EPS $3.78 vs Est. $3.70

CyberArk and Chronosphere contributed $388M of revenue, while AI security demand continues to support the broader platform story.

[‼️🅿️rofit Ⓜ️aker‼️ @ProfitMaker_X]

SpaceX valued at just $780B by Morningstar, less than half its IPO target

Translation: Don’t buy at the IPO price.

“the company has been significantly overvalued - investors will have opportunity to buy the stock at more attractive levels after the IPO”
https://t.co/NCzV75j9NW

[Barchart @Barchart]

Sandisk $SNDK just hit a 99 RSI on the monthly chart, one of the most overbought levels ever recorded for any asset in history 🚨🚨🚨

[unusual_whales @unusual_whales]

The Trump Portfolio tracker now exists

After his recent stock trades we recreated the portfolio and launched it on Autopilot

So far, it’s up 10%

[Barchart @Barchart]

Gold has now traded red for 3 consecutive months, its longest losing streak since 2022 📉📉