Aly Theo

Good I good all the time 🙏👼

[Ryan Hudson @MyPprice]

🎉💹Some independent experts in my investment forum are discussing 3 stocks they believe could surge starting Oct 1 and continue through late October.

[2WA @Solana @2WA_Official]

🚀Honored to co-host the RWA Fireside Chat with @MetaCompHQ @alphaladderfin @solana @BingXOfficial at @money2020 — right as 2WA launching $SPACEX token

🎤Incredible Speakers on Stage
Dr. Bo Bai — Chairman & Co-Founder, Alpha Ladder Finance
Tracy Xu - Head of RWA Ecosystem, MetaComp
Lu — Head of APAC, Solana
Yiko — Head of Asset Management, BingX
Kit — Co-Founder, 2WA

$SPACEX campaign is live. Stay close. 👀

[Ryan Hudson @MyPprice]

🚨 Deleting this in 12 hours.

The company has signed a strategic partnership with [Company Name].

I analyze the market every day, and every September I tend to notice the same pattern:

A few stocks often start moving before major official data is released.

You don’t need years of Wall Street experience, and you definitely don’t need to gamble with your financial future.

What really matters is understanding the simple logic behind price movement — where money is flowing, what the market is pricing in, and where the risk is.

[Ryan Hudson @MyPprice]

Our free WhatsApp community is open to anyone who wants to approach the market with more discipline, structure, and clarity.

Every day, I share easy-to-understand market analysis and trading insights with the group.

👇 Click below to join our free community.

https://t.co/3phpXX1njn

I’d be glad to have you with us.

[Owen Harry @DaDuchessx]

I will officially restart the 2026 “$3,000 to $1,000,000 Account Challenge” today!

This challenge is designed to help dozens achieve financial freedom and transform their lives.

Buy before October 10th; this company is positioned to replicate
$NVDA
’s legendary rally!

Current price: $12.40–13.20

Target price: $465.75

This is a cutting edge semiconductor and AI hardware company with strong partnerships across the defense and automotive industries. Its growth trajectory is undeniable!

Visible only to those who like, follow, and comment on “stocks.”

[Jason Reed @JasonReed9gk]

Honestly speaking— No matter the size of your capital, whether it’s $10, $100, or $100,000, it doesn’t matter. So far this month, the best-performing AI stocks are:
$ARM

+37.5%
$AMD
+33.9%
$INTC
+36.9%
$META
+28.1% Plus
$MU
,
$AVGO
,
$NVDA
… If you’re also watching the AI sector, pay close attention to these 5 stocks next. Their prices are still relatively low, yet they’re all genuinely contributing real value to AI infrastructure: 1.
$SMCI

[Tracy @Flyerr_MalcolmX]

First I called
$MSFT
at $350 Then I called

$META
at $550 Now I’m calling
$AMZN

Next alert dropping soon! If you are not following us with notifications turned on, you might miss our next alerts.

[Jason Reed @JasonReed9gk]

Will delete in 16 hours!!! The company has signed a strategic partnership with

$TSM
+
$GOOG
+
$MRVL
+
$NVDA
+
$MU
Target: $1,000 → $100,000 Buy before sep 28. Current price: $4.36 Target price: $128.56 Visible only to those who like, follow, and comment on "stocks."

[VAPEPIE @VPPIE_Official]

Squeeze the flavor.🍊💨#VAPEPIE #Flavor #Vaping

[Ron Rose @LaquendaF]

I am 63 years old and have retired from the NYSE. My monthly income is $107,000.

My September advice:
$SNDK
(SanDisk) — Don’t buy
$MSTR
(Strategy) — Don’t buy
$META
(Meta Platforms) — Don’t buy
$ONDS
(ondas) — Buy at $7.1–$7.3
$NVDA
(NVIDIA) — Buy at $210–$215
$RKLB
(Rocket Lab) — Buy at $60–$65
$MU
(Micron Technologys) — Buy at $960–$970 People ask, Why don’t you charge? I’ve made enough. Sharing is my passion, that’s why I post for free.

[Grant Westwood @Manderson825]

I’m 55 years old, formerly worked at JPMorgan, and currently earn around $400,000 a month.

In this market, I follow one simple rule:

Great companies are worth buying — but I never chase them higher.

Here’s my latest September U.S. stock watchlist:

$MSFT (Microsoft)
— Watching $485–$492
It’s trading close to $500 right now, and I’m not chasing it here. I’d rather wait for a pullback into this range and reassess.
$COST (Costco)
— Not chasing right now
I’m watching $875–$890. If the price comes down, I’ll take another look.
$ARM (Arm Holdings)
— Don’t chase the current move
After a sharp rebound, I’d rather wait for $250–$260.

$RBRK (Rubrik)
— Still waiting for a pullback
Watching $98–$103. If it runs too far too fast, I’m staying out.
$TSLA (Tesla)
— Watching $345–$355
Volatility is still high. I’d rather miss the move than chase it while it’s running.
$NVO (Novo Nordisk)
— Watching $41–$42
I’ll be watching this area to see whether buyers start stepping in consistently.

$HOOD (Robinhood)
— Not chasing here
After Friday’s big move, I’d rather wait and reassess around $108–$112.
One thing to remember:
The market will always give you another opportunity. The goal isn’t to catch the exact bottom — it’s to avoid buying when emotions are at their hottest.

A lot of people ask why I share this for free.
Because studying the market is something I genuinely enjoy.
I’m not here to tell you that a stock is “guaranteed to go up tomorrow.” I simply share the price levels I’m watching and the market logic behind them.

If you trade U.S. stocks too, save this watchlist and come back to it later.
For personal market observations only. Not financial advice.

[Capital Scout @iAmProspect]

Capital Scout
$MSFT
: from $192, about +157%
$META
: from $312, about +113%
$AAPL
: from $185, about +82%
$QCOM
: from $140, about +27%
The other side matters too:
$ADBE
and
$NVDA
are clear drawdowns from the prices that were posted. This was not a perfect scorecard.What is worth watching next is not the slogan. It is the infrastructure these companies are still building: cloud, ads, chips, and devices.

Turn on notifications if you want the follow up. What you miss is not the hype. It is the price.

[Ryan Hudson @MyPprice]

$SNDK
is up 214.21% after my warning at $570
$MU
is up 201.19% after my warning at $337
$INTC
is up 163.41% after my warning at $41
$BE
is up 115.45% after my warning at $123
$AMD
is up 185.20% after my warning at $196
$HOOD
is up 85.94% after my warning at $64
$NBIS
is up 165.48% after my warning at $84
$LITE
is up 65.19% after my warning at $563 Next, I am warning Bookmark this post for later! These are extremely valuable company building next generation infrastructures. If you haven't followed us with notifications turned on, you might miss our next alert.

[Jason Reed @JasonReed9gk]

I am 38 years old. My husband and I both work at
JPMorgan Chase.
I’m only going to say this once:

My August advice:
• $TSLA (Tesla) — Don’t buy
• $PLTR (Palantir) — Don’t buy
• $ARM (Arm Holdings) — Don’t buy
• $NVDA (Nvidia) — Buy at $204–$208
• $AMZN (Amazon) — Buy at $230–$234
• $GOOGL (Alphabet) — Buy at $316–$322
• $META (Meta) — Buy at $592–$600
• $AVGO (Broadcom) — Buy at $378–$384
People ask: “Why don’t you charge?”
I’ve made enough. Sharing is my passion, that’s why I post for free

[Ryan Davis @RyanDavispv]

I am 42 years old. My husband and I both work at
JPMorgan Chase.
I’m only going to say this once:

My August advice:
• $TSLA (Tesla) — Don’t buy
• $PLTR (Palantir) — Don’t buy
• $ARM (Arm Holdings) — Don’t buy
• $NVDA (Nvidia) — Buy at $204–$208
• $AMZN (Amazon) — Buy at $230–$234
• $GOOGL (Alphabet) — Buy at $316–$322
• $META (Meta) — Buy at $592–$600
• $AVGO (Broadcom) — Buy at $378–$384
People ask: “Why don’t you charge?”
I’ve made enough. Sharing is my passion, that’s why I post for free

[Nathan Sterling @NathanSterzexd]

I am 38 years old. My husband and I both work at
JPMorgan Chase.
I’m only going to say this once:

My August advice:
• $TSLA (Tesla) — Don’t buy
• $PLTR (Palantir) — Don’t buy
• $ARM (Arm Holdings) — Don’t buy
• $NVDA (Nvidia) — Buy at $204–$208
• $AMZN (Amazon) — Buy at $230–$234
• $GOOGL (Alphabet) — Buy at $316–$322
• $META (Meta) — Buy at $592–$600
• $AVGO (Broadcom) — Buy at $378–$384
People ask: “Why don’t you charge?”
I’ve made enough. Sharing is my passion, that’s why I post for free

[Tracy @Flyerr_MalcolmX]

I begged you to buy
$INTC
- it did 2X

I begged you to buy
$MU
- it did 3X

I begged you to buy
$OSCR
- it did 2X

I begged you to buy
$SNDK
- it did 4X

I begged you to buy
$AMD
- it did 2X

I begged you to buy
$NBIS
- it did 2X

I begged you to buy
$DELL
- it did 4X

I often recommend stocks, and those who follow me usually see solid returns.

I just spotted another low-float, high-potential runner with strong momentum — it has the potential to move 10x. Right now it’s trading at a $100M market cap.

I’ll share the ticker with those who like, follow, retweet, and comment ME.

[Ron Rose @LaquendaF]

Compared with some AI infrastructure companies receiving extreme valuations on limited user bases, this valuation is at least more connected to an underlying revenue and asset story.

The market is starting to reprice AI infrastructure. It is no longer just about model narratives—it is increasingly about power access, data centers, GPU utilization, and contract quality.

### 11. Japan and the U.S. discuss a $12.9–$19.3 billion $GFS fab project

That scale is close to half of GlobalFoundries’ market capitalization, which highlights the strategic importance of both leading-edge and mature-node manufacturing capacity.

Details remain limited, but if the project moves forward, potential beneficiaries could include equipment, materials, packaging, logistics, and localized supply-chain providers.

### 12. $ARM CEO: Confident in meeting $2 billion of AGI CPU demand

If ARM has sufficient confidence in supply allocation, it suggests the company’s position in future AI CPU demand is strengthening.

Actual demand may be far above currently disclosed figures. The next things to watch are not just architecture-licensing revenue, but also server-CPU adoption, ecosystem maturity, and capacity allocation.

## Additional Supply-Chain Watch

Kioxia reportedly has around 50% of its capacity under long-term agreements, while parts of SK Hynix and Samsung capacity may also be committed years in advance.

These long-term contracts mean that even when spot prices fluctuate, the amount of capacity genuinely available to the open market may be much smaller than headline figures suggest. Being overly bearish on the memory cycle could overlook the impact of locked supply and delayed capital spending.

## Bottom Line

The most important theme this week is not any one company moving higher.

It is that multiple parts of the AI supply chain are sending the same message:

AI demand remains strong, but supply constraints are spreading beyond GPUs—into memory, optical interconnects, substrates, power, generators, and data-center infrastructure.

The next phase of outperformance may not come only from the most popular chip-design companies. It could also come from suppliers that control scarce capacity, critical components, and infrastructure access points.

I do not want to post every update separately like a news reporter, so I have compiled the most important developments from the week here for easier review.

This is for industry and investment research discussion only. It is not investment advice.