joejoe

veteran, police officer, father

[joejoe @SafemoonFreeman]

Evening walks hit different after a busy day. The golden hour light, fresh air, and a little gratitude for the simple things. Grateful for this life and these small adventures right outside my door.

[joejoe @SafemoonFreeman]

One number wrecked them all. Gold -$100 is the real signal: even the inflation hedges are saying rates go higher. Tech multiples get crushed here. But this is the dip that separates the scared from the prepared.

[Penny @Pennyboycrypto]

One number wrecked the market today:

May jobs: +172k (vs +85k expected).

Market reaction:

❌ Rate cut hopes → gone
❌ First hike now priced Jan 2027
❌ 5-year yield +18bps
❌ Gold -$100

Semis got slaughtered:

$AVGO -4% | $MU -4.8% | $AMD -4.4% | $INTC -5.7% | $ARM -9% | $SNDK -7%

AI positioning was extreme. This is the flush.

Healthy correction or trend change?

Drop your take.

[joejoe @SafemoonFreeman]

@WhaleNoName Been watching this comparison for weeks. The alignment is eerie. Kalshi giving 50% odds for 8000 next year feels like pure euphoria. AI is transformative, but valuations are getting stupid in some names. I’m staying invested but trimming on strength.

[joejoe @SafemoonFreeman]

ASTS + IONQ all in baby!
Space 5G + Quantum is an absolute monster combo.
If I’m not financially free by 2036 I’ll eat my damn keyboard live 😂

[VeteranTrader @Christo46444155]

10 stocks. 1 decade. Millionaire potential.

2036 target:

$IONQ — $48 Must buy — Commercial quantum leader, $470M RPO backlog, DARPA + Space Dev Agency contracts locked in

$ASTS — $86 Must buy — FCC authorized for US commercial service, 45 satellites by year-end, $1.2B+ committed backlog

$TEM — $45 Must buy — AI drug discovery platform, $1.1B+ milestone payments secured, Nvidia + Lilly collaboration

$LRCX — $268 Must buy — 2nm lithography enabler, record WFE spend, every AI chip runs through Lam

$NU — $12 Must buy — 135M+ customers, $5B+ quarterly revenue, AI-driven lending with 29% ROE

$QS — $7.1 Must buy — Solid-state battery breakthrough, PowerCo JV scaling, AI data center backup demand surging

AI Quantum | Space 5G | AI Pharma | Semi Equipment | Digital Banking | Solid State Battery

Which 2 are you loading up on for the next decade?

NFA

[joejoe @SafemoonFreeman]

@KobeissiLetter Pricing in China export relief already. If they get better licenses, the $50B+ TAM Huang mentioned becomes real money.

[NoLimit @NoLimitGains]

Are dip buyers running out of money?

SNDK MU

[joejoe @SafemoonFreeman]

@Pennyboycrypto Jensen cooking again🤣

[joejoe @SafemoonFreeman]

@chadhawley21 Looking strong no doubt, but 30% at these levels is wild lol. What’s your stop looking like? Not trying to be negative, just seen too many of these pumps get wrecked when BTC pulls back. Solid setup though.

[joejoe @SafemoonFreeman]

This marks a return to “picks and shovels” AI — real bottlenecks in HBM, power, chips and data centers, not hype.

[Penny @Pennyboycrypto]

The 2036 Watchlist (Parts 1-3) is absolutely COOKING today 🔥

Here’s how our long-term infrastructure plays performed:

• $MU +8.26% ← strongest of the day, HBM memory demand going parabolic
• $CEG +4.43%
• $VST +4.02%
• $ANET +2.72%
• $SMCI +4.47%
• $PLTR +2.46%
• $GEV +2.33%
• $LRCX +1.87%
• $PWR +1.58%
• $HUBB +1.49%
• $TSM +1.45%
• $ETN +1.43%
• $AMZN +1.05%
• $KLAC +1.01%

My observation? This is exactly what we’ve been saying — when the AI buildout theme rotates back in, the real enablers (memory, power, networking, servers, equipment) move together. Not random. Not hype. Just the actual infrastructure getting paid.

No lottery tickets. These are the names that have to get built.

Which one from the lists is up the most in your portfolio today?
Or which one are you adding more of on this strength?

[Brew Markets @brewmarkets]

Fun fact: Google owns 7% of SpaceX and 14% of Anthropic.

[CMS Invests @cmsinvests]

Sometimes I feel like putting my entire $30,000 portfolio into $VOO and just let it ride for the next 40 years.

I’m currently 18, would this be a good idea?

[joejoe @SafemoonFreeman]

@MMatters22596 Solid list! What’s your #1 conviction right now — $RKLB space or $CRDO photonics? Need to know where to size heaviest🤑

[Bourbon Capital @BourbonCap]

6 Stocks with Strong Moats

1. $MSFT - Microsoft Corporation

Microsoft controls one of the most powerful ecosystems in enterprise technology, deeply embedded in corporate workflows, resulting in exceptionally high switching costs and strong customer lock-in.

Azure remains a global leader in cloud computing and is rapidly evolving into a comprehensive AI infrastructure platform, by 2026 represent more than 26% of total revenue.

Microsoft is optimizing performance through heterogeneous infrastructure, combining chips from NVIDIA, AMD, and its proprietary Maia 200 accelerator. Maia reportedly delivers over 30% better total cost of ownership and up to 50% higher throughput in OpenAI inference workloads.

Microsoft has also become the first large-scale platform to integrate AI copilots and autonomous agents across its entire productivity suite. The company now has approximately 15 million paid Microsoft 365 Copilot seats (+160% YoY), with daily active usage up 10× YoY.

GitHub Copilot has reached 4.7 million paid subscribers (+75% YoY), while Dragon Copilot supports more than 100,000 healthcare providers and has processed over 21 million patient encounters.

Across Microsoft’s segments, Productivity & Business Processes grew +16%, Intelligent Cloud +29%, Azure +39%, and Dynamics 365 +19%. These are the key drivers propelling Microsoft’s growth despite the company’s recent massive investments.

Microsoft is expected to sustain approximately 15% annual revenue growth over the next four years, underscoring its strong momentum in cloud and AI.

[ᴛʀᴀᴄᴇʀ @DeFiTracer]

🚨 BREAKING:

BINANCE JUST STARTED BUYING BITCOIN RIGHT AFTER THE U.S. MARKET OPEN

THEY'RE NON-STOP BUYING MILLIONS OF $BTC EVERY FEW MINUTES

HUGE PUMP IS COMING TODAY!!

[Beardo @BeardoTrader]

The dot-com bubble overlayed on today's $SPY chart.

[Wimar.X @DefiWimar]

🚨 BREAKING

INSIDERS JUST STARTED MASSIVELY DUMPING EVERYTHING EXCEPT OIL RIGHT AHEAD OF THE U.S. MARKET OPEN ON MONDAY!

EVERY SINGLE INSIDER IS SELLING BILLIONS NONSTOP:

0 BUYS. 1,382 SELLS. $13.58 BILLION IN VOLUME.

THIS IS REALLY BAD FOR MARKETS...

[Mike Investing @MrMikeInvesting]

Markets have shifted since 2025, & this year large cap names will lead versus smaller caps.

Here are 5 “MUST-BUY” large cap stocks, & their targets:

1. $GOOGL will be $430+

2. $AMZN will be $330+

3. $TSLA will be $600+

4. $MSFT will be $500+

5. $AMD will be $320+

Many will make millions off these names…

[Momentum. @KevOfMomentum]

TOP 3 STOCKS THURSDAY 4/9/26

Today, my $QNCX ran +90% PM

Then THIS stock squeezed 500%.. and can go higher.

Oh. And $AIXI is about to create bag holders from ****

Let’s get into it ⤵️

#daytrading #stockstowatch

[joejoe @SafemoonFreeman]

Organizing and tidying up the closet

[joejoe @SafemoonFreeman]

@sarahadams @SecWar