Alicia Mclean

Patience is the rarest quality in investing |Investment enthusiasts|I will immediately block anyone who tries to persuade me to make a trading| #MAGA #IFBAP

[Alicia Mclean @RoseeMclean]

Work smarter, not harder 💓

[Alicia Mclean @RoseeMclean]

The diplomatic theater is over. Iran dragged its feet because it worked — until it didn’t. Trump calling their bluff is long overdue. Energy markets don’t lie: escalation fears are real. Question is, how many “experts” will still claim patience was working?

[amit @amitisinvesting]

TRUMP: IRAN HAS TAKEN TOO LONG TO NEGOTIATE, NOW THEY WILL HAVE TO PAY THE PRICE

oil hits $90, up 2.4% on fears of further escalation

might be hard for the market to see a deal coming soon when both sides are talking like this

[Shay Boloor @StockSavvyShay]

$SOFI JUST BROKE ABOVE $19 😳

[Alicia Mclean @RoseeMclean]

@kizitoandrew20 I can't see the tweets you shared with me, maybe because you're not following me

[Alicia Mclean @RoseeMclean]

Red & seaside

[Serenity @aleabitoreddit]

AI capex spend is expected to go to "$3 to $4 trillion annually" by 2030 from $NVDA Jensen Huang projections.

You're not bullish enough.

And it might be a good idea to stay exposed + own the keys of the AI Kingdom:

-> $AXTI controls the materials buildout with photonics.
-> $SOI controls the AI buildout with silicon photonics.
-> $SIVE controls laser chokepoints for CPO.
-> $IQE controls Western epiwafer supply chains for photonics.

All these started off as tiny companies, yet the trillions of projected capex gradually upward to them. 

There's many more in other industries as well.

-> AI Capex flows to Neoclouds like $NBIS.
-> AI Capex flows to memory like $MU and $SNDK.

And many of the "commodity" materials or "science projects" for the past 20 years now a sudden shift in exponential TAM expansion.

We're witnessing the next industrial revolution with Artificial Intelligence + Physical AI.

[Shay Boloor @StockSavvyShay]

BIG TECH ESTIMATED 2026 PROFITS

1. $NVDA ~$258B
2. $GOOGL ~$169B
3. $MSFT ~$165B
4. $AAPL ~$159B
5. $AMZN ~$104B
6. $MU ~$102B
7. $TSM ~$95B
8. $META ~$91B
9. $AVGO ~$91B
10. $ORCL ~$34B

[Alicia Mclean @RoseeMclean]

@JesseCohenInv 🚀

[Ash Crypto @AshCrypto]

BULLISH REVERSAL:

$700,000,000,000 added to the US stock market in just 60 MINUTES after reports of US-Iran agreement reaching its final draft.

[Shay Boloor @StockSavvyShay]

The U.S. is set to award $2B to quantum companies through the CHIPS and Science Act with deals structured as grants plus minority government equity stakes.

Awards reportedly include:
• $IBM ~$1B
• $GFS ~$375M
• $QBTS ~$100M
• $RGTI ~$100M
• $INFQ ~$100M

[amit @amitisinvesting]

$NVDA

NVIDIA PRICE TARGETS ACROSS THE STREET FOLLOWING Q1 EARNINGS:

Baird $300 —> $500

Evercore ISI $352 —> $413

Melius $380 —> $400

BofA Securities $320 —> $350

Benchmark $250 —> $335

Raymond James $323 —> $330

Wedbush $300 —> $330

Bernstein $300 —> $315

KeyBanc $300 —> $310

Truist Securities $287 —> $307

Jefferies $275 —> $300

Mizuho $275 —> $300

Fubon Securities $270 —> $300

Morgan Stanley $285 —> $288

Goldman Sachs $250 —> $285

[Alicia Mclean @RoseeMclean]

🚨 $NVDA Earnings are out

[Alicia Mclean @RoseeMclean]

Be honest…

Would you buy Snowflake ($SNOW) at $166.45 today?

Yes or No?

#SNOW #Investing

[Alicia Mclean @RoseeMclean]

What's your favorite stock right now, and why? Not necessarily because of money, just...your favorite?

[Alicia Mclean @RoseeMclean]

@growthrapidly Hey bro, what should I set the buy price for $SOFI ?

[Alicia Mclean @RoseeMclean]

Is anyone watching these 6 stocks?
$NET
$HUBS
$POM
$RPGL
$FWRD
$EZGO

[Alicia Mclean @RoseeMclean]

💥💥💥 $DJ The Dow Jones Industrial Average opened 207.24 points higher, or 0.42%, at 50,117.83 on Thursday, May 7th; the S&P 500 opened 8.04 points higher, or 0.11%, at 7,373.16; and the Nasdaq Composite opened 26.96 points higher, or 0.1%, at 25,865.9

[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

[Shay Boloor @StockSavvyShay]

$PLTR ABSOLUTELY DESTROYED THEIR EARNINGS

• Revenue $1.63B vs Est. $1.54B
• EPS $0.33 vs Est. $0.24
• US Commercial: $595M (+130% YoY)

FY26 Guidance
• Revenue $7.64B vs Est. $7.28B (+71% YoY)

[Tom Nash @iamtomnash]

Instead of looking for a needle in a haystack, just buy the entire AI haystack.

Compute: $NVDA, $AMD, $MU, $ASML, $TSM

Networking: $ANET

Power and cooling: $CEG, $BE, $VRT

Data: $MDB, $ORCL

Control layer: $PLTR

Security: $CRWD

Observation: $DDOG

Cloud infrastructure: $GOOG, $AMZN, $MSFT, $ORCL

[Jon Erlichman @JonErlichman]

Stocks that tripled or more in past year:

Sandisk: +3,130%
Lumentum: +1,332%
Western Digital: +916%
Seagate: +688%
Ciena: +606%
Micron: +574%
Intel: +366%
Comfort Systems: +334%
Celestica: +325%
Vertiv: +255%
AMD: +251%
Lam Research: +251%
Rocket Lab: +244%
Corning: +242%