Robert Moore

Bullish: $HOOD $FCX $IONQ $ASTS $HIMS $USAR Bearish: $CNC $UNH $PLTR $ORCL

[Robert Moore @TheeRobMoore]

Why I’m Going All-In on $WULF, $IONQ, and $ASTS for My Growth Portfolio: The Ultimate Triple Threat!🐺💻🚀

[Cheddar Flow @CheddarFlow]

This is very unusual

Someone just bought $5M worth of OTM $AAPL calls that expire in 5 weeks

[Salma @salmaogs]

LOOOOL First day of Lucid’s $2M dollar competition winners have been selected

Today’s event was “Who was closest to $69 session PNL”😭😭

I told you guys, no one knows the rules but everyone has a fair shot at winning a piece of the pie

All you need is an active lucid account. Use code SALMAOGS at checkout for best discount 💎

[Shay Boloor @StockSavvyShay]

Photonics and optical names are ripping today as $VZ and $GLW new multibillion dollar fiber commitment reinforces that AI connectivity demand is spreading well beyond hyperscalers:

• $AXTI +14%
• $LITE +13%
• $VIAV +12%
• $AAOI +9%
• $COHR +9%
• $CIEN +9%
• $AEHR +7%

I think you’re going to keep seeing more deals like this as the AI buildout expands from inside the data center to between data centers bringing a much broader buyer base into fiber, transceivers, lasers, DSPs and silicon photonics.

[Robert Moore @TheeRobMoore]

@TheFartingDev 7BaudZvPZTSJLGaFbvJPGCY5kgeVvYPqZLDnHc616nLQ

[Grant @GrantElNegro7]

$QCOM - Been Holding The Equilibrium as a very Strong Demand Zone on the Daily. Watching for a break above 215 for Swings to target upside 250

[Grant @GrantElNegro7]

$AMKR - Textbook Bullish rectangle Breakout on the Daily. Looking to target next Psych level of 100

[David Harris @Davidaiuwhy]

Goldman Sachs says that the "nuclear renaissance is underway."
If you want to become a multi-billionaire, have nuclear stocks in your portfolio.
These are the best ones:
1. Oklo $OKLO
2. NuScale Power $SMR
3. Nano Nuclear Energy $NNE
4. Centrus Energy $LEU
5. ASP Isotopes $ASPI
6. Lightbridge $LTBR
Don’t miss your chance at these once in a lifetime opportunities.
You’ll thank yourself later that you listened.
Mark my word.

[NOBUNAGA🇯🇵🏯 @japan_nobunaga]

USA. A Mexican restaurant. We had not yet ordered anything, and the food was already arriving.

Chips. Salsa. Unrequested. Free.

I stopped the waiter. "We have not earned these."

"They just come with the table, man."

They come with the TABLE. In my land, hospitality is a debt. Every gift creates an obligation, weighed carefully, returned in the proper season with interest of feeling. Here, the gift arrives before you have even proven you can pay for dinner.

This is not an appetizer. This is a declaration: we trust you. Eat.

I ate with the gravity the moment deserved. And then — I must report this calmly — the basket emptied, and a new one appeared.

"Did we…?"

"Refill," the waiter said. "It's bottomless."

Bottomless. They have wells of salsa. The supply lines of this nation are beyond anything my ancestors imagined.

My friend warned me. "Don't fill up on chips, dude."

Too late. I had accepted three baskets. Honor demanded each one be finished — an unfinished gift is an insult. By the time my actual food arrived, I was a ruined man.

I was not hungry. I was not comfortable. I had been defeated by a courtesy.

Generosity that arrives before the request cannot be repaid. It can only be survived.

I know the rule now. I have made my peace with the basket. One basket. Two at the most.

Who am I deceiving. There is no number of baskets I would refuse. The trust of a nation is in that salsa, and I intend to honor all of it.

[Robert Moore @TheeRobMoore]

@BreadWinneh You’ve taught me that it is the EMOTIONS that kill your edge. It’s about DATA and LEVELS. You embody the “TogetherWeRise” mentality!

[Matt Giannino @MarketMovesMatt]

20 Steps Taking $3k to $50k Selling Options

1. Open a brokerage account.
2. Fund with $3,000.
3. Learn cash-secured puts.
4. Pick SOXL or TQQQ.
5. Wait for red day.
6. Check IV above 50%.
7. Sell 30-day put.
8. Target 5% return.
9. Set 50% profit alert.
10. Close app immediately.
11. Close at alert.
12. Reinvest full amount.
13. Repeat 3x per month.
14. Hit $500 profit month.
15. Add monthly savings.
16. Reach $10K account.
17. Scale position sizes.
18. Add LEAPs at RSI 30.
19. Sell half at 100% gain.
20. Rinse, repeat, retire early.

[Valerie Anne Smith @ValerieAnne1970]

🚨THEY’RE PATENTING THE SKIES — AND PUMPING GRAPHENE OXIDE INTO OUR CLOUDS

US Patent 2022/0002159 A1: “3D Graphene Oxide Nanoparticles for Cloud Seeding.”

They’re not “seeding” clouds with water or silver iodide anymore.
They’re spraying 3D reduced graphene oxide/silica nanoparticles to control ice nucleation at -8°C, manipulate weather patterns, and engineer the atmosphere on demand.

Graphene oxide.
The same material that’s been screamed about in chemtrail labs and mRNA “vaccine” discussions for years.

These nanoparticles:
• Can be remotely influenced
• Persist in the environment
• Are designed to interact with clouds — and potentially with biology once they drift down

While they laugh and call it “conspiracy theory,” the U.S. Patent Office made it official.

This isn’t rain-making.
This is full-spectrum atmospheric engineering. Climate control. Weather-as-a-weapon tech.

They’ve been telling you the white lines in the sky are just water vapor.
Now they’re patenting the exact nanoparticles to make it happen.

What happens when these particles fall into your lungs, your water, your soil?
What happens when the same “cloud seeding” grid gets flipped into something far darker?

The sky is not theirs to own or experiment on.
It belongs to every living thing on this planet.

[Market Mono @_marketmono]

🚨 Market Mono Beta Tester Applications 🚨

We're opening up 100 spots for beta testers to get early access to Market Mono before launch. As a beta tester, you'll help us identify bugs, provide feedback, and help us fine-tune the platform before it goes live. In return, you'll receive full access to every feature on the site during the beta period.

Beta Tester Perks:
• 3-Day Free Trial to Market Mono
• 10% Off Your First 3 Months ($36/month instead of $40/month)
• 1 Month Completely Free Once We Officially Launch

Market Mono has been built to provide traders with powerful tools at an affordable price, and this is your chance to get in early, help shape the platform, and lock in launch incentives.

Only 100 spots will be available.

Join the waitlist now at https://t.co/4zIeDziabJ and we will notify you once spots open (Do it quick, it will be soon)

We will email only those on the waitlist for beta access, and when beta opens, it’s first come/first served. we will let you know when registrations are opening but you must be on the waitlist to receive the emails.

$SPY $QQQ $NVDA $META

[PhotonBull @PhotonBull]

This guy told me to buy $SNDK calls at $250 a couple months ago

Also $AXTI at $15

Now he has some new picks out in the open

Great follow and incredible insight into market dynamics that go beyond reading simple financials

[Robert Moore @TheeRobMoore]

🚨 Market Mono Waitlist is NOW OPEN 🚨
Tired of clunky trading platforms that slow you down when the market moves at lightning speed?
Introducing Market Mono — the real-time trading platform built for speed, clarity, and confident decisions.
Join the waitlist today!

[Shay Boloor @StockSavvyShay]

2026 WILL BE THE SUMMER OF SPACE

SpaceX now has a 92% implied chance of going public this summer which could become the forcing function for the space trade.

A rumored $2T valuation, Golden Dome & rising demand across launch, satellites & defense infrastructure are pushing investors to look beyond SpaceX & into the full space supply chain:

Orbital Launch (access to space)

• $FLY, $SPCE, $ULA add exposure across lunar, research & heavy-launch mission profiles
• SpaceX remains foundation of the ecosystem with Starship driving lower cost-per-kilogram economics & Golden Dome further validating the national-security demand layer
• $RKLB provides dedicated launch & integrated space services for small & mid-sized missions backed by its $805M SDA Tracking Layer contract, ~$1.9B backlog, Neutron roadmap & SHIELD eligibility

Satellite Operators (demand layer)

• $PL, $BKSY capture earth observation & defense intelligence demand
• $VSAT, $SPIR, $SATL, $TSAT support aviation, maritime, spectrum & specialized communications
• $AMZN Leo builds broadband & D2D layer with Globalstar spectrum, $AAPL satellite services and customers like Delta, AT&T, Vodafone & NASA
• $ASTS building space-based cellular broadband with carrier partnerships across AT&T, Verizon & Vodafone, $1.2B in contracted 2027 revenue & BlueBird constellation expansion

Space Infrastructure (on-orbit systems & services)

• $MNTS sits in orbital transport & in-space logistics
• $LUNR owns lunar & deep-space mission infrastructure
• $VOYG anchors commercial space station transition through Starlab backed by partners like $PLTR & Airbus
• $RDW supplies key space infrastructure components including solar arrays, payload facilities, robotics & in-space manufacturing systems

Manufacturing & Supply (industrial backbone)

• $KTOS, Anduril sit at intersection of autonomous defense, missile defense & space-enabled systems
• $BWXT brings nuclear exposure across space power, defense systems & broader nuclear renaissance
• $LMT, $NOC, $RTX, $BA anchor defense prime layer across spacecraft, launch systems & national-security platforms
• $LHX, $TDY, $HON supply sensors, avionics & mission-critical hardware needed across defense space programs

[Space Investor @SpaceInvestor_D]

$RDW: "Solar is the name of the game"

Astrobotic was awarded a contract from NASA in 2021 to create initial designs for vertical solar array technologies and a follow-on contract in 2022 to further advance VSAT systems.

In March 2023, Redwire announced that its ROSA technology was being used by Astrobotic Technology for its Lunar Vertical Solar Array (VSAT) program.

Could Redwire be a Lunar Solar Power supplier for NASA ?

[Shay Boloor @StockSavvyShay]

$CRCL falls ~15% after the CLARITY Act deal signals no yield on stablecoin balances by allowing only activity-based rewards.

That weakens a key part of the bull case by making USDC harder to evolve from a payments utility into a real store-of-value product.

[Redwire @Redwire]

⚡ Redwire has been awarded a $12.8 million contract to deliver ELSA wings to @Moog_Inc, marking the first sale of ELSA, Redwire’s new high performance, low-mass space power solution.

The ELSA wings will be integrated with Moog’s METEOR satellite bus in support of an undisclosed national security LEO mission. In addition, Redwire’s ELSA wings have been baselined by Moog as a standard component of METEOR.

“ELSA brings together Redwire’s deep heritage and excellent solar array performance with a design optimized for volume production, enabling customers to field capable constellations faster and more efficiently. We are excited to work together with Moog to deliver reliable, robust, and affordable power," said Mike Gold, President of Redwire’s Space business segment.

#SATShow @SATELLITEDC

Read here for more: https://t.co/9f3wO16gqO

[Wall St Engine @wallstengine]

BofA Securities Assumes Coverage on $NBIS with Buy Rating, PT $150

Analyst comments: "We are initiating coverage of Nebius with a Buy rating and a $150 price objective, implying 31% upside.

Nebius operates in one of the fastest-growing segments of cloud computing, the AI Infrastructure-as-a-Service (IaaS) market. By building and running large data centers, Nebius allows companies to train and run AI models without having to invest in their own infrastructure. This represents a huge opportunity.

Total IaaS TAM, including AI IaaS, is projected to surpass $419bn by 2028, driven by rapidly increasing model complexity and accelerating enterprise adoption of AI.

As one of the few purpose-built platforms designed specifically for GPU-dense distributed workloads, and a customer base that includes Microsoft and Meta, we believe Nebius is strategically positioned to capture share."

Analyst: Tal Liani

[Serenity @aleabitoreddit]

Normally this goes in shower thoughts but will post main timeline today.

$ALOY - Rare earth powders -> high-purity metals. Magnets used in the liquid cooling pumps
$NB - Scandium, lightweight metal frames for server racks.
$UURAF- Separation of rare earths.
$ARA - Upstream feedstock for magnets
$MEI - IAC deposit outside of China.
$NTU - hard-rock heavy rare earths

These are all more under the radar stuff like sub <$1B.

Then for robotics supply chains I made this earlier:

$UUUU - Processes monazite sand into high-purity Neodymium
$MP - Extracting bastnäsite at Mountain Pass and vertically integrating into domestic NdFeB magnet manufacturing.
$ALOY - Converting heavy rare earth oxides into defense-grade alloys and high-temperature metals like Samarium and Gadolinium
$USAR- Process heavy rare earth elements and manufacture sintered NdFeB magnets
$LYSDY -(Lynas Rare Earths Limited) - Only commercial producer of separated heavy rare earth elements outside of China.
$NEO -(TSX): They are the only Western company commercially producing the actual NdFeB magnetic powders and alloys at scale right now.
$ILU- (rare earths refinery): rare earths refinery for Australia
$ARU- (ASX): "Ore-to-oxide" NdPr facility 2. Structural Metallurgy (Niobium, Vanadium, Titanium, Beryllium) $ATI - Dominant US producer of high-performance titanium and specialty alloys required for robotic joints. $CRS - US supplier of specialty structural alloys, including the high-strength steels, titanium, and magnetic
$FCX - World's largest producer of Molybdenum, which is strictly necessary for the structural steel in planetary roller screws.
$NB - Critical pure-play company developing the Elk Creek project in Nebraska, aimed at supplying domestic Niobium, Scandium, and Titanium
$MTRN - Major global processor of Beryllium
$LGO - Leading publicly traded processors of Vanadium
$BMM - Onshore supply and processing for like Germanium and Gallium
$VNP - Gallium, Germanium, and Indium for advanced sensors and electronics
$TECK - Most significant producer of Germanium outside of China
$ALB - Lithium extraction
$EAF - High-purity Graphite for battery anodes
$ALTM - Western lithium required to supply the batteries
$SYR - Balama mine for Graphite
$FCX - Humanoid requires up to 6.5 kilograms of copper $AW1 (ASX): Advancing the West Desert project in Utah, for domestic geological sources for high-grade Gallium and Indium

I'm aware of a lot of more... It's just some are a little dangerous to mention geopolitically in case I broadcast vulnerabilities to geopolitical adversaries reading this (looking at you $AXTI)

If you're going long on a western one 5n my favorite.

Image source: Crossdock Insights, Visual Capitalist

FYI this is not the pandoras box stuff.

Just name dropping some interesting names informally before finishing up some research on a specific long idea.

Critical elements required for semiconductor packaging and others close to near-total import reliance
-> so prob influx of funding going toward it.

Just informal thoughts