StoneHouse

[Michael | Hypermarkets @itsmichaelluu]

In 1 year, $NBIS blew up 10x from $20 → $270.

Recently, Leopold owns 6% stake in it.

These 6 stocks under $30 can easily 10x:

1. $CIFR ~$23
$AMZN + $GOOG 15-year leases. $9.3B contracted. Analyst target: $70

2. $WULF ~$27
Google-backed Fluidstack deal. 1GW+ capacity. Analyst target: $80

3. $CORZ ~$28
CoreWea's landlord. $3.3B raised. 12-year $10B deal. Analyst target: $60

4. $BTDR ~$13
170% revenue growth. Owns its own AI chips. Analyst target: $50

5. $KEEL ~$6
Leopold accumulating. First colo deal Q3 2026 expected. Analyst target: $18

6. $HIVE ~$4
$30M AI cloud contracts signed. Liquid-cooled GPU clusters. Analyst target: $16

$NBIS $CRWV $IREN are Neocloud companies with deals with $MSFT $NVDA $GOOG $AMZN. They are providing compute to everyone.

♻️ RESHARE this post and write 1 comment, the best under $10 to buy and hold.

[Sean trades @SRxTrades]

Trade plan 6/1

$CRWV break over 110.33, 130c Jul 17--to target: $118+

$NBIS break over 233.73, 250c Jun 18--to target: $250+

$AKAM break over 150.14, 170c Jul 17--to target: $156+

$USAR Break over 28.13, 35c Jul 17--to target: $30+

$TE Retest of 9.5, 12c July 17--to target: $11.5+

Like this❤️so I know if you want more of these!

[Robinhood @RobinhoodApp]

📅 Set your reminder. June 4: The PDT rule will be eliminated, and the $25,000 minimum account balance requirement will officially end.

What it means for you: We will be wiping all past PDT flags clean. Soon, customers will be able to trade on Robinhood without worrying about day trading limits again.

[AskLivermore @asklivermore]

Listen to ME. Get READY for the rotation.

Hold your AI winners like $MU, $INTC, $AMD. But NON-tech companies will start to OUTPERFORM very soon.

Make SURE you have NON-tech exposure in your portfolio to BALANCE heading into the summer months.

What you need to do:
1. Trim AI winners. Never sell FULLY. But consider taking 20% profits. $MU, $INTC, $AMD, etc. Keep your winners for the long-term.

2. Hold bottom formations in software like $NOW, $CRM, etc., healthcare like $LLY, etc.

3. Buy NON-tech laggards - look at companies like $NKE, $LMT, other clothing apparel, food, consumer staples, or contrarian buys. They will surprise people.

4. SLOWLY build positions in Stage 2 AI - $CRWV, etc. - they don't have the big volume yet, still EARLY.

Overall you should have AI + emerging AI + non-tech laggards + defensive positions heading into the SUMMER.

Let's go. I will tell you EXACTLY what to do - GET READY.

[Autopilot @joinautopilot]

Once again, you're probably overthinking what stocks to buy ...

The Aschenbrenner Tracker launched on March 5th

It's now up 82% since

And every position is in the green:

$NBIS: +9.2%
$SNDK: +113.7%
$BE: +78.6%
$CRWV: +21.6%
$CORZ: +76.5%
$IREN: +53.3%
$APLD: +75.1%
$RIOT: +56.6%
$NVDS: +6.8%
$CLSK: +32.1%
$SEI: +41.9%
$BTDR: +13.5%
$TE: +47.9%
$KEEL: +5.5%

All performance can be confirmed via the app

[Quiver Quantitative @QuiverQuant]

BREAKING: We just caught another interesting trade.

Representative David Taylor just filed multiple purchases in Parker-Hannifin stock, $PH.

Parker-Hannifin produces aerospace parts for the military.

Full trade list up on Quiver.

[Capitol Trades @capitol2iq]

Lawmaker @RepDaveTaylor dumped $GOOGL and $AAPL on May 15, with cap gains on both, across two accounts simultaneously.

Rotated into $T, $HD, $MEDP, and $PH the same day.

Out of Big Tech. Into telecom, retail, pharma, and industrial.

https://t.co/qW34XpABBD

[Sean trades @SRxTrades]

One of the most underappreciated indicators is volume...

You can literally see, massive orders getting filled in REAL time.

This was a big reason I bought $ORCL today coming out of the big daily base

I switched to the lower time frames and I noticed 2 things:

1. Massive pillars of volume on the buy side
2. Low volume pullbacks

This made it clear that accumulation was happening ALL DAY...

As institutions rotate from sector to sector, the volume will tell you the TRUTH.

Whose buying?

If the volume is high, the answer is institutions or large fishes.

When I discovered how to read volume correctly, it added a massive layer of conviction in my system.

[Sean trades @SRxTrades]

If I could only trade one "setup" for the next few months, this would be it.

[Sean trades @SRxTrades]

$MSFT

Setting up in a tight daily base right off the key moving averages

Textbook flag.. making higher lows

Over 432, gets it moving

[Potentia Finance | The Insider @FinancePotentia]

What if you only bought what Insiders Buy?

We built a Strategy with exactly that.

🖥️ Gov: $MSFT $PLTR $PANW $CSCO
🛡️ Defense: $UNH $KO $MCD
₿ Digital Assets: $IBIT $ISHC
🏦 Finance: $MS $MA

Committee influence. Conviction size.

That's the Portfolio. Now Live in Bio📌

[Wall St Engine @wallstengine]

JPMorgan assumes coverage across software and AI/cloud names:

Overweight:
$MSFT $550 PT
$SNOW $245
$DDOG $320
$ORCL $210
$TWLO $200
$WDAY $190
$INTU $605
$HUBS $425
$NOW $145
$MNDY $90
$DT $45
$DV $14

Neutral:
$CRWV $105
$NET $145
$FIG $42
$DOCU $65
$DBX $25
$PAYC $140

Underweight:
$AKAM $100

[Potentia Finance | The Insider @FinancePotentia]

🚨 JUST IN:
The Trump Admin. announced $1.1B Drone Program.

Congressman Cisneros: Armed Services. Intel and Special Ops.
Recently bought Twice $AVAV on Jan 27 and Mar 3.

We are in front of the new $INTC $DELL $MU Opportunity!

[Wall St Engine @wallstengine]

The Trump administration is in talks to fund U.S. drone companies, including Unusual Machines $UMAC and Sequoia-backed Neros, per WSJ. Some proposals could include a mix of debt and equity, potentially giving the U.S. government ownership stakes.

$LTRX $AVAV $ONDS

[Shay Boloor @StockSavvyShay]

President Trump is pursuing funding deals with a group of drone companies to boost domestic production.

Another signal that U.S.-made drones are becoming a national security priority.

$ONDS, $AVAV, $KTOS, $AVEX, $UMAC, $RCAT, $DPRO

[zerohedge @zerohedge]

The Trump Administration Is in Talks to Fund U.S. Drone Companies: WSJ

[Anand @anandragn]

Alright, it's Drone time!

Trump Administration is in talks to Fund U.S. Drone Companies: WSJ

[Autopilot @joinautopilot]

New Pilot Alert

A golden goose has appeared...

Mike Bower spent 13 years studying pharma and technology at The Trade Desk, Veeva Crossix, and Yahoo DSP

He watched AI reshape every industry he worked in & now he's making his own bet

Thesis: AI doesn't run on code. It runs on power, memory, and rare materials.

Introducing the Golden Goose Portfolio:

• Roundhill Memory ETF $DRAM
*The fuel of every AI model

• Corgi Lithography & Semiconductor Photonics ETF $EUV
*The machines that print the chips

• VanEck Rare Earth & Strategic Metals ETF $REMX
*Critical materials for everything on this list

• Range Nuclear Renaissance ETF $NUKZ
*The only energy that scales with AI demand

• Health Care Select Sector SPDR $XLV
*His house. 20 years of edge in one ticker

See the full portfolio in the replied tweet

[Potentia Finance | The Insider @FinancePotentia]

🇺🇸👤Trump's Pre-Earnings Positioning:

🟢 $SNPS: +$3.18M net. Bullish
🟢 $CRM: +$482K. Watching.
🔴 $SNOW: net seller. No conviction
🔴 $MRVL: -$24.5K.

What he bought tells you as much as what he sold.

Save this and wait for the Earnings Call.

[Paradis Labs @ParadisLabs]

Western Memory Supply Chain:

Companies that directly benefit from $SNDK, $MU, SK hynix & Samsung.

$COHU [$2.36B] - Thermal handlers
$ADEA [$3.12B] - Hybrid bonding
$VECO [$3.81B] - Laser annealing
$CAMT [$8.05B] - 3D metrology
$FORM [$10.63B] - HBM test
$ONTO [$13.64B] - Inspection
$NVMI [$16.75B MC] - Optical/materials metrology
$RMBS [$17.04B] - HBM4 controller
$AMKR [$18.20B] - Advanced packaging
$ENTG [$21.66B] - CMP slurries
$MKSI [$22.57B] - CMP chemistry

Just in case you were wondering on second order names.

Of course a lot of pricing-in has happened YTD. And some names are huge like $AMAT, $CDNS and $LRCX.

But given the memory supercycle, some of the smaller MC companies could definitely keep going as demand flows upstream.

Any other names that should be included?