Leo

Carpe Diem ! . DYOR/NFA

[Leo @SeloWeb]

@ZaStocks Amazing Call @ZaStocks

[Za @ZaStocks]

$RDDT CEO dropped a bomb on an AMA yesterday that the market might be waking up to.

Reddit’s data is invaluable for AI labs, the market hasn’t caught on yet.

“Foundational models benefit from Reddit in pre training, post training, grounding, and search because our authentic human perspective is increasingly rare.

That’s why people are increasingly looking to Reddit for real opinions and real experiences - and why Reddit content is the #1 cited source across LLMs.

No other data source can replicate the continuously-generated, community-curated, preference-labeled map of how humans actually communicate and make judgments.

These partnerships are meaningful to us and to our partners, and it’s important to us to have partnerships that capture the value only Reddit can bring.”

That sounds like big deals are coming.

S&P 500 inclusion (if not this quarter then next), data licensing deal renewals, and the Anthropic litigation settlement are on the horizon.

[Leo @SeloWeb]

@NickSchmidt best of luck

[Nick Schmidt @NickSchmidt]

I've decided to step away from TraderLion and Deepvue.

The last 10 years with Rai, Richard, and Ross has been the journey of a lifetime. Proud of what we’ve built to help traders, and rooting for everything they do from here.

I’m looking forward to the future and what’s next.

[Leo @SeloWeb]

@ZaStocks 100 %. and That's why you follow Za 👌☝️

[Adam Mancini @AdamMancini4]

As we've seen the last week, its impossible to predict what markets will do. The biggest game changer for my trading was stopping myself whenever I have a "prediction thought". Its irrelevant. Plan your levels, plan your setup, plan your triggers, wait on price to pick 1, *react*

[Za @ZaStocks]

Google is developing two custom ASICs with $MRVL.

One a memory focused processing unit designed to complement existing TPUs, the other a next gen TPU built for running more efficient AI models.

Thesis from late 2025-early 2026 below.

Fundamentals, narratives, and thematics. I try to identify these opportunities early, before they show up in the charts.

Pays to be early.

[Shay Boloor @StockSavvyShay]

SPACE ECONOMY CHEAT SHEET

A SpaceX IPO likely forces the market to look beyond rockets and start repricing the full supply chain and infrastructure layer beneath the space economy:

Spacecraft & Launch Systems
• $YSS manufactures standardized satellite buses for rapid deployment
• $RKLB builds launch vehicles, spacecraft systems & broader orbital infrastructure
• $VOYG supplies space infrastructure & in-space services for government programs
• $LUNR provides lunar landers & surface delivery systems tied to NASA Artemis missions
• $FLY develops launch vehicles & lunar lander services for commercial & government missions
• $RDW manufactures spacecraft components, deployable structures & in-space manufacturing systems

Satellite Operators & Services
• $BKSY provides real-time geospatial intelligence & high-revisit satellite imagery
• $IRDM operates the only truly global LEO satellite network covering the entire planet
• $SPIR delivers satellite-based data & analytics across maritime, weather & RF monitoring
• $AMZN building a direct-to-device & broadband satellite network through Project Kuiper + $GSAT assets
• $PL operates the largest Earth observation constellation serving commercial, defense & intelligence customers
• $ASTS building a space-based cellular broadband network for D2D connectivity with BlueBird 7 launching April 19 & 45-60 satellites targeted by year-end 2026

Raw Materials & Mining
• $AA supplies aluminum used in launch vehicles & spacecraft structure
• $FCX provides copper that feeds power systems & electronics across the space stack
• $TECK offers diversified exposure to critical minerals tied to aerospace & industrial buildout
• $MP controls the only scaled rare earth mining & processing asset in the U.S. supporting satellite & propulsion supply chains

Specialty Materials & Alloys
• $ATI produces titanium & nickel alloys critical to propulsion & aerospace systems
• $HXL makes carbon fiber composites used in launch vehicles & satellite structures
• $PKE manufactures advanced composite materials for aerospace & defense structures
• $CRS supplies high-performance alloys used in rocket engines & spacecraft component
• $GLW supplies specialty glass & optical components for satellite communications & sensing
• $MTRN provides advanced materials & precision components for defense and space systems

Electronics & Semiconductors
• $QRVO supplies RF chips & filter components for satellite communications payloads
• $LITE supplies optical components & lasers used in high-speed communications links
• $ADI supplies precision analog & sensing chips used across satellite and launch systems
• $COHR provides lasers & optical components tied to satellite & communications systems
• $NVDA provides AI compute infrastructure for satellite data processing & autonomous systems
• $STM provides semiconductors for guidance, control & communications in space-grade applications
• $AVGO supplies connectivity & networking semiconductors used across communications infrastructure

[Leo @SeloWeb]

@ZaStocks perfect timing Za. Analysis spot on !

[Leo @SeloWeb]

@ZaStocks Amazing calls on $INTC and $MRVL Za

[Za @ZaStocks]

Nobody knows if we bottomed, all you can do is act with the context and information provided by the market.

And the most recent context has been:

- Largest buy volume day (Tuesday) in the S&P 500 since Trump told us to buy stocks in April 2025
- Reclaim of the 10 day and 50 week moving average in the Nasdaq
- Nasdaq reversing a 2% gap down to close green after Trump’s press conference
- Many stocks continuing to act well
- Groups and themes leading
- Bad news getting absorbed
- Horrible sentiment

Time will tell, but this is reality as of the last few days.

[Leo @SeloWeb]

@ZaStocks words from the best !

[Leo @SeloWeb]

@Mr_Derivatives Merry Christmas

[Leo @SeloWeb]

@Mr_Derivatives

[Leo @SeloWeb]

@ZaStocks Words of Wisdom... Can't say it better

[Leo @SeloWeb]

@Mr_Derivatives Great call sir

[Leo @SeloWeb]

$SOL. Bounced 3 times at the 200D and trendline.MACD and RSI crossing upwards. Will very likely catch up move here. $SOLT

[Leo @SeloWeb]

$ETH, very constructive, MACD crossing over and RSI curving up. Very likely Time for crypto catch up trade!

[Leo @SeloWeb]

@epictrades1 Was a great call @DP . Impeccable accuracy! 👌🔥

[Leo @SeloWeb]

@Mr_Derivatives Excellent contributions to the X community. Keep up the great work.