TJ

[Shay Boloor @StockSavvyShay]

$NVDA STOCK PORTFOLIO REVEALED

1. $INTC 52%
2. $CRWV 20%
3. $SNPS 10%
4. $COHR 10%
5. $NOK 7%

[TJ @TJ16180]

@KobeissiLetter Too bad you already did. $BTC

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The White House no longer expects an agreement with Iran to be announced today and thinks it could take "several more days" for the deal's approval, per Axios.

Yesterday, President Trump said a deal announcement was coming "shortly."

US officials are "optimistic" but say the deal could still fall apart.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: US officials say Iran has agreed to give up its highly enriched uranium under the deal which President Trump said will “soon” be announced, per NYT.

Iran has yet to make any public statements on the supposed agreement.

[Peter DiCarlo @pdicarlotrader]

$5,000,000 in $TSLA calls just hit the tape 4 minutes before close.

That is not normal flow.

In this video I walk through:
• The exact orders that came in
• Whether I think someone might know something
• Where $TSLA sits in our system right now

If you trade TSLA or watch options flow, watch this breakdown before you forget about it.

[Mikael Wåhlin @Plaskpojken]

Hello? $SIVE?

https://t.co/e8aW3gopTq

[Shay Boloor @StockSavvyShay]

$MU is one of only three companies on earth that can supply HBM at the volume and spec $NVDA VR200 demands.

The supply constraint has gotten so severe that memory content alone now runs ~$2M per rack.

[Shay Boloor @StockSavvyShay]

A single $NVDA VR200 NVL72 rack will cost ~$7.8M which is nearly double the ~$4.0M GB300 rack.

The biggest cost explosion is memory (up more than 5x) proving dollar content keeps migrating to wherever the bottleneck sits and right now that bottleneck is HBM.

[Shay Boloor @StockSavvyShay]

GEMINI MONTHLY ACTIVE USERS

• May 2025: 400M
• Sept 2025: 650M
• Dec 2025: 750M
• Apr 2026: 900M+

[Elon Musk @elonmusk]

True

[Wall St Engine @wallstengine]

GOOGLE JUST SHOWED HOW INSANE AI DEMAND HAS GOTTEN

Monthly tokens processed across Google surfaces:

May 2024: 9.7T
May 2025: ~480T
May 2026: 3.2Q+

That is 7x Y/Y growth.

[Investing visuals @InvestingVisual]

Leopold Aschenbrenner’s situational awareness portfolio breakdown:

• Puts: 66%
• Calls: 10%
• Longs: 24%

If we strip out options, these are his top 10 long only positions:

• $BE
• $SNDK
• $CRWV
• $IREN
• $CORZ
• $APLD
• $RIOT
• $CLDK
• $SLDR
• $TE

[The Rock Trading Group @The_RockTrading]

$NOW Trade Idea:

[Sean trades @SRxTrades]

Tips that made me over 750k in 2026

-Trade momentum
-Focus on theme > setup
-Chasing leaders > buying laggards
-Buy relative strength on weakness
-Progressive exposure
-Trade with a friend/community
-Hold winners for longer
-Get aggressive when the market is hot

[Crypto Doggy 叫我狗总 @CryptoDoggyCN]

黄仁勋刚在南锣鼓巷接过路人一瓶灰色饮料

喝完之后面露难色：这什么东西啊

路人：老北京豆汁

转脸就下单了蜜雪冰城

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The US and China have agreed to lower tariffs on some unspecified products to promote bilateral trade, per China’s Commerce Ministry.

The statement confirmed China’s plan to purchase US planes and it said China would address US concerns on agricultural imports.

[Serenity @aleabitoreddit]

I wonder if Swedish media realized what they’ve done transferring control over to American investors/institutions and stopped posting?

$SIVE is the most compelling CPO long I’ve seen, especially for the laser chokepoint.

[TJ @TJ16180]

Why is $QCOM mooning

[Shay Boloor @StockSavvyShay]

$INTC is reportedly working with SK Hynix on 2.5D packaging R&D.

They’re testing Intel’s EMIB substrates to connect HBM with logic chips which is a growing bottleneck in AI hardware.

[Mike Investing @MrMikeInvesting]

ServiceNow will go down in history as the greatest dip-buy setup that many have overlooked…

Over the last few months $NOW has partnered with:

- Nvidia
- Anthropic
- Amazon
- Microsoft
- Google & more.

The $NVDA CEO is literally even telling you to buy $NOW.

Don’t miss out…