Vishal

Plan your Trade. Trade your Plan.
Tweets are not trading or investment advice

[Vishal @Ride_The_Trend]

@OddStats Where do you think hump day comes from ?

[Vishal @Ride_The_Trend]

@citrini Bull market cancelled

[Citrini @citrini]

I think today may be the start of an everything rally (as opposed to a “AI rallies and anyone invested in anything besides AI wants to end it all” situation).

[Nick Drendel @NickDrendel]

Last 3 "TAKE NOTE" Character Change Days:

April 9th 2025: $QQQ +12%
Liberation Day Tariffs Paused. Higher low triggers. A further higher low needed before 2025 bull run begins.

Oct 10th 2025: $QQQ -3.5%
Chinese tariff threat trigger major distribution. End of easy money uptrend. Begin 6 months of chop.

April 8th 2026: $QQQ +3%
Gap up over 50/200MAs & trigger follow through day. Triggered a 28% rally in 8 weeks.

TODAY: June 5th 2026: $QQQ - 4.8%
A few stories, but nothing notable in the news. Concerns of high oil prices, extended tech stocks, mega caps raising capital front running AI IPOs.

Not sure what this one will lead to. But the easy trending environment has ended.

[Vishal @Ride_The_Trend]

@TommyThornton 9-13-9 is deadly

[Vishal @Ride_The_Trend]

@TheShortBear Remember TSLAQ

[Zephyr @zephyr_z9]

🤣🤣🤣🤣🤣🤣

[Vishal @Ride_The_Trend]

@grok Detail the waves from 98 ipo to 2000 peak and compare with 2026 ipo cycle

[Vishal @Ride_The_Trend]

@OddStats We r still in 1998

[Vishal @Ride_The_Trend]

@v3ktorious That worked.. thanks a lot

[Vishal @Ride_The_Trend]

@v3ktorious Would you do me a huge favor and share the Claude skill file ?

[Prof. Dr. Kaan Yılancıoğlu @drkaanyl]

Şu egzersiz lenfatik drenajı, tüm vücutta kan akımını arttıran, neredeyse tüm vücudu çalıştıran belki de dünyanın en iyi egzersizi ... 👇

[Rihard Jarc @RihardJarc]

Clawd Bot feels like the "ChatGPT moment" for personal assistant AI, and it's about to add to the already high demand for RAM and CPUs on top of API AI data center usage.

We are already in short supply in terms of memory, GPUs, CPUs, and advanced packaging, and here comes a on-device super cycle on top of the data center cycle.

Besides the hardware upgrade cycle, Clawd Bot also demonstrates the value of chat surfaces like WhatsApp, Telegram, iMessage, etc., in the new AI world.

Integrating personal assistants into chat surfaces feels like the killer use case. $META, $AAPL seem well-positioned.

On that note, also kudos to Anthropic; they are taking the world by storm with Claude Code.

[Vishal @Ride_The_Trend]

@EquityDeskAi @threadreaderapp thread it

[Vishal @Ride_The_Trend]

@convequity Have you heard of Aerotyne international ?

[Überrenditen @Uberrenditen]

Der 100-Jahre-Plan für den Aktienmarkt

Wenn du dir die letzten 100 Jahre anschaust, siehst du ein klares Muster: Der Markt wiederholt immer wieder die gleichen Zyklen. Seit der Großen Depression 1930 gab es drei große Abwärtsphasen und drei Aufwärtsphasen .
Wir stecken gerade mitten im dritten großen Bullenmarkt.

Die schlechten Zeiten (Bärenmärkte)
Diese Phasen dauerten meistens etwa 9 Jahre (die Weltwirtschaftskrise von 1930 war mit 12 Jahren eine Ausnahme). Ein typisches Zeichen war, dass der Markt zweimal oben und zweimal unten „anklopfte“, bevor es wieder aufwärts ging. Oft krachte der Kurs bis zu einer bestimmten langfristigen Linie (dem 300er-Schnitt im Monatschart) und startete von dort aus neu durch.

Die guten Zeiten (Bullenmärkte)
Die ersten beiden großen Aufwärtsphasen dauerten jeweils 24 und 25 Jahre. Das Spannende: Sobald der Markt einmal Fahrt aufgenommen hatte, fiel er fast nie unter eine bestimmte grüne Linie (den 100er-Schnitt). Die blaue Linie (50er-Schnitt) war dabei immer die beste Chance, um günstig nachzukaufen, wenn es mal zwischendurch ruckelte.

Warum steigt der Markt so extrem?
Hinter jedem Bullenmarkt steckt eine neue Technologie:
Früher waren es industrielle Durchbrüche.
Dann kam der Internet-Boom.
Heute erleben wir den E-Commerce- und Social-Media-Boom.

Klar, irgendwann platzen diese Blasen immer, weil die Leute übertreiben. Aber die Technik bleibt! Das Internet ist nicht verschwunden, nur weil die Kurse im Jahr 2000 abgestürzt sind – es wurde zum Fundament für alles, was wir heute nutzen.

Der KI-Boom
Wir sind jetzt im zweiten Teil des aktuellen Aufschwungs, und der wird von der Künstlichen Intelligenz getrieben. Wahrscheinlich wird diese Blase um das Jahr 2034 platzen. Das wird wehtun, aber danach wird KI das feste Rückgrat unserer gesamten Wirtschaft sein.
Im Grunde sind die letzten 100 Jahre eine Kette von Erfindungen, die die Kurse immer höher treiben. Die Abstürze zwischendurch sind nur dazu da, die heiße Luft rauszulassen und Platz für neues Geld und die nächste Technologie zu machen.

Was bedeutet das für dich heute?
Wenn dieser Zyklus so läuft wie die letzten beiden, könnte der S&P 500 bis auf 17.000 Punkte steigen.

Es wird zwischendurch immer wieder Korrekturen geben. Der Zoll-Crash Anfang 2025 war so ein Moment, hat aber die wichtige blaue Linie nicht ganz berührt.

Schau auf den RSI-Anzeiger. Wenn der unter 30 fällt, ist das eine Chance des Jahrzehnts. Das ist in 100 Jahren erst sechsmal passiert – und jedes Mal war es der perfekte Zeitpunkt zum Kaufen.

Liken, Folgen, Speichern, Kommentieren, Teilen.
Danke für den Support 🫶😊🫶

[Vishal @Ride_The_Trend]

@JSpitTrades $NOK too

[Vishal @Ride_The_Trend]

@aleabitoreddit Vpg

[peoplewish @Peoplewish]

We are at the forefront of the largest technological acceleration in human history, and it is not even close.

Every major breakthrough before this changed the world by giving humans better tools. Fire gave us heat and energy. The wheel improved movement. The automobile collapsed distance. The computer expanded calculation. The internet connected information at global scale.

But those breakthroughs mostly improved what humans could do.

AI is different because it improves what humans can think, create, understand, and build.

That is the step-change.

We are moving toward a world where intelligence becomes abundant, on-demand, and globally accessible. If we do not have true superintelligence today, we are clearly moving in that direction. And the most important part is that this will not be reserved for governments, billionaires, or elite institutions. Eventually, anyone with a cell phone and an internet connection will have access to intelligence that would have been unimaginable even a few years ago.

Think about what that means.

Billions of people with access to world-class reasoning. World-class education. World-class coding. World-class research. World-class design. World-class strategy. World-class problem solving.

The bottleneck of human progress has always been intelligence, access, coordination, and execution. AI attacks all of those at once.

That is why this is not just another technology cycle. This is the beginning of a completely different rate of human advancement. The number of people capable of building, inventing, learning, and solving meaningful problems is about to expand by orders of magnitude.

Now think about the technological breakthroughs that become possible when billions of people have that kind of leverage in their hands.

And now think about the people trying to fade it.

[Vishal @Ride_The_Trend]

@aleabitoreddit $SIVE — read that backwards . Avis .. that’s weird ..

[Vishal @Ride_The_Trend]

@aleabitoreddit $FLNC is a Siemens/AES grid-storage platform with AES-heavy management, Siemens industrial operating DNA, and a potentially explosive AI/data-center power narrative. bankability + utility relationships + grid-scale execution + domestic-content storage systems.

[Ren @ren_stocks]

Goldman Sachs report confirmed what retail has been chasing since the beginning of the year.

CPO TAM: $169M today -> $91B by 2028.

A lot has been priced in but we are still not at the midpoint before the inflection. The curve gets steep from here.

Photonics and CPO sit at 40% of my portfolio. Heading to 50% before I’m done setting up.

Every name Goldman Sachs put inside the Nvidia and Broadcom CPO stack:

US 🇺🇸
$NVDA – CPO switch architect, Quantum-X and Spectrum-X, mass production early 2026
$AVGO – Bailly/Davisson 102.4T CPO switch delivered Oct 2025, production 2026
$LITE – laser sources and CW laser inside Nvidia’s stack
$COHR – laser sources and CW laser inside Nvidia’s stack
$GLW – fiber supplier inside Nvidia’s stack
$FN – system-level assembly

Taiwan 🇹🇼
TSMC (https://t.co/zkJ1qEDnxR) – CPO chip fabrication for both Nvidia and Broadcom
SPIL (https://t.co/F9rnpPlR3N) – CPO chip test
FOCI (3363.TWO) – FAU supplier
Browave (3163.TWO) – optical engine and shuffle box
VPEC (https://t.co/SOtWjcmSCn) – laser sources and CW laser
Landmark (3081.TWO) – laser sources and CW laser
Nextronics (8417.TWO) – CPO connector AND cage thermal module, dual role in Nvidia stack
COXOC (https://t.co/XIL99NT9LT) – CPO connector and cage thermal module for Broadcom
PCL Tech (https://t.co/LYKJcmTQNY) – optical engine and ELS module
Hon Hai (https://t.co/p1ZS8Aisr4) – system-level assembly
All Ring (6187.TWO) – CPO coupling and test equipment

China 🇨🇳
Innolight (https://t.co/fJfUyEPcWe) – optical engine, FAU, and ELS module
TFC Optical (https://t.co/vlQPUqV4iA) – optical engine and FAU
Eoptolink (https://t.co/u0qPsFQUqK) – optical engine
Advanced Fiber Resources (https://t.co/TjT711zB83) – FAU supplier
Robotechnik (https://t.co/robI4S81QZ) – CPO coupling and test equipment
YJ Semitech (https://t.co/vZ7qtga22n) – laser sources and CW laser

Japan 🇯🇵
Sumitomo (8053.T) – laser sources, CW laser, ELS module
Furukawa (5801.T) – laser sources and CW laser
Hong Kong 🇭🇰
ASMPT (https://t.co/ImU5ZUV1LT) – CPO coupling equipment

InP substrate ($AXTI) supply stays tight through 2027 and every laser in this stack needs it.

Supply constrained, demand accelerating.
CPO is a one-way road.

Physics already made this decision. You can’t move 1.6T of data down copper at scale. Photons replaced electrons. The architecture doesn’t reverse

Once every high-speed GPU link goes optical, copper doesn’t come back. It’s a permanent architectural shift.

Most retail investors rotate every two weeks chasing the next shiny ticker.

In the short time I’ve been trading, not holding through the noise has cost me three times more than any bad entry ever did.

Being on the right theme is the most important decision you make.

Find your thesis. Do the work.

Diamond hands all the way to the bank.