Trade⚡

Opinions expressed here are strictly For my future reference/Storage

[Manish Kumar @manishkhosiya]

BREAKING: Claude can now run Stock Market research like a top consulting firm (for free).

Here are 10 Claude prompts that replace $100K/year stock analysts (Save for later)

[Tar ⚡ @itsTarH]

United Foodbrands
Delivery as a percentage of Market Cap Trend

Data via #TheWrap🌯
https://t.co/ZyomxE9B7p

[Equity Concall @Pkjat340]

Revenue 2X Potential! Companies With Strong Growth Guidance.. 💥 💥

1. Acutaas Chemicals Ltd
2. Aeroflex Industries Ltd
3. Aimtron Electronics Ltd
4. Azad Engineering Ltd
5. CCL Products (India) Ltd
6. DEE Development Engineers Ltd
7. Emcure Pharmaceuticals Ltd
8. GNG Electronics Ltd
9. Inox India Ltd
10. Knowledge Marine & Engineering Works Ltd.
11. Lumax Auto Technologies Ltd
12. MTAR Technologies Ltd
13. Navin Fluorine International Ltd
14. Quality Power Electrical Equipments Ltd
15. SJS Enterprises Ltd
16. Sai Life Sciences Ltd
17. Sansera Engineering Ltd
18. Sterlite Technologies Ltd
19. TD Power Systems Ltd

#sharemarket #stocks

[Dr.Sayajirao Gaikwad @DietDrsayajirao]

T2 diabetes is NOT a life sentence. Drug free diabetes remission is reality!!
HbA1c 8.5% → 5.2% in < 6 months with 21.5kg weight loss
These 5 changes made it possible
1) Cut carbs aggressively

[CA Vivek Khatri @CaVivekkhatri]

5/ Here is what withdrawing PF will look like by mid-2026:

Step 1: Open UMANG app. See eligible balance.
Step 2: Generate QR code.
Step 3: Walk to any UPI-enabled ATM.
Step 4: Authenticate with UPI PIN.
Step 5: Money in your account. Instantly.

No office visit. No Form 31. No employer approval. No 20-day wait.

Rs 28 lakh crore of retirement corpus - on the same real-time rails as your daily UPI transactions.

Testing complete. Public rollout: end of 2026.

[UNESCO South Asia 🏛 #Education #Sciences #Culture @unescoindia]

Plastic surgery. Nose reconstruction. Removal of bladder stones. Pre and post-surgical care. A list of 20 main surgical instruments and 101 supporting tools.
Written in 878 CE. On palm leaf. In Kathmandu.

[zerohedge @zerohedge]

"Capacitors Are The New Memory": Why Goldman Thinks Soaring Capacitor Demand Will Spark A Surge In These Stocks https://t.co/oAyDqx1zK8

[Michael | Hypermarkets @itsmichaelluu]

$NOW can easily triple from $125 by Jan 2027.

Remember, token use is expected to 2800% in 5 years says $GS.

So these 24 stocks can still 10x-20x:

(COMPUTE / GPU)

1. $NVDA — Every token touches a GPU. 24x tokens = 24x chip demand, full stop.

2. $AMD — MI300X gaining enterprise traction. Second GPU source as hyperscalers diversify suppliers.

3. $INTC — Gaudi AI accelerators + x86 CPUs running inference at the edge and enterprise.

(NETWORKING)

4. $ANET — AI clusters need ultra-low latency switching. 24x tokens = 24x network traffic routed.

5.$AVGO — Custom AI ASICs for hyperscalers. Token volume drives ASIC and switching orders higher.

6. $CSCO — Data center fabric and ethernet switching. Every agent call crosses Cisco infrastructure.

7. $CIEN — Optical networking backbone connecting AI data centers. Bandwidth demand scales with tokens.

(MEMORY / STORAGE)

8. $MU — HBM3E stacked on NVDA GPUs. More inference = direct memory bandwidth demand explosion.

9. $WDC — Flash storage holds model weights and KV caches. Agent scale drives NAND demand structurally.

10. $STX — Hard drives store cold AI training data. Data center storage TAM expands with every model.

(POWER / COOLING)

11. $VRT — More tokens = more heat. Liquid cooling demand explodes alongside data center power density.

12. $ETN — Electrical infrastructure for AI data centers. Power management is the #1 buildout bottleneck.

13. $GEV — Gas turbines and grid solutions powering new data center campuses requiring gigawatt-scale energy.

14. $VST — Power generator selling directly to hyperscalers. AI energy contracts already locked in long-term.

(CLOUD PLATFORM)

15. $MSFT — Azure hosts majority of enterprise agents. Token spend flows straight through its cloud margin.

16. $AMZN — AWS Bedrock is the enterprise agent backbone. More agents, more API calls, more revenue.

17. $GOOGL — TPU infrastructure + Gemini API. Every token processed on Google Cloud prints margin.

(ENTERPRISE AGENT LAYER)

18. $NOW — Enterprise agents run on its platform. Every workflow automated burns more tokens daily.

19. $CRM — Agentforce deploys AI agents across sales, service, and marketing. Per-action token billing scales.

20. $PLTR — AIP platform runs AI agents on enterprise and government data. Token volume is its revenue driver.

(AI INFRASTRUCTURE)

21. $NBIS — Pure-play AI infrastructure at ground level. Token supercycle lifts the entire compute ecosystem.

22. $SMCI — Builds GPU server racks for data centers. Every NVDA chip needs a SMCI chassis to run.

23. $DELL — AI server sales to enterprises exploding. Token growth drives hardware refresh cycles faster.

24. $ARM — Chip architecture inside every mobile and edge AI device. Royalties scale with token proliferation.

$NOW is the most undervalued right now. This is why Jensen Huang says the market has made a mistake on it.

♻️ RESHARE this post and write 1 comment, I'll DM you the best $NOW contract to buy and hold.

[Mike Investing @MrMikeInvesting]

President Trump has gone undefeated in the stock market…

First he called $INTC at $19 which ran +594% to $132.

Next he called $DELL at $230 which ran +88% to $433.

Now he’s telling you to buy these 2 stocks.

$PLTR at $145
$NOW at $108

Don’t miss out again…

[Autopilot @joinautopilot]

Breaking: The Trump administration is in talks to take ownership stakes in U.S. drone companies

5 stocks worth watching:

• Unusual Machines $UMAC
*Makes domestic drone components. The only public company named in the talks

• Ondas Holdings $ONDS *Makes systems that detect and shoot down enemy drones

• AeroVironment $AVAV
*Makes the loitering munitions and recon drones U.S. troops use in combat

• Kratos Defense $KTOS
*Builds unmanned combat jets and target drones for the Pentagon

• Red Cat Holdings $RCAT
*Makes small tactical drones for U.S. military and law enforcement

[Learn Something @cooltechtipz]

Magnesium-rich nutrition blend

[Mark @MajidTulsh32058]

QUANTUM COMPUTING — The Sector Map ⚛️

PURE PLAYS:
$IONQ — Trapped-ion leader
$RGTI — High-beta momentum play
$QBTS — Commercial quantum revenue leader
$QUBT — Photonics + room-temp quantum
$ARQQ / $LAES — Quantum cybersecurity
BIG TECH:
$IBM — Enterprise quantum leader
$GOOGL — Quantum error-correction breakthrough
$MSFT — Azure Quantum ecosystem
$AMZN — AWS quantum cloud access
$NVDA — Quantum + AI software layer
INFRASTRUCTURE:
$TSM — Advanced chip manufacturing
$ASML — EUV lithography backbone
$AMD / $MU — HPC + compute support
$GFS — Quantum chip fabrication
NETWORKING & PHOTONICS:
$CIEN / $NOK — Quantum-safe networking
$LITE / $AAOI / $COHR — Optical & laser infrastructure
Quantum isn’t one stock.
It’s an entire ecosystem forming in real time.

[NVIDIA AI Infrastructure @NVIDIAAIInfra]

💡 Quantum innovation takes an ecosystem.

This new U.S. Department of Commerce announcement signals growing momentum for the quantum computing community and highlights increasing national investment in the companies shaping the next era of computing innovation, including our partners: @Atom_Computing, @diraqQC, @dwavequantum, @GlobalFoundries, @Infleqtion, @PsiQuantum, @QuantinuumQC, and @Rigetti.

We are proud to help bring the quantum ecosystem together — connecting innovators across the stack to accelerate the path to useful quantum computing.

[Sam Badawi @Sam_Badawi]

$IREN co-founder Daniel Roberts said if someone wanted to build a 1GW AI factory TODAY, they likely would not get first compute online until 2030, reinforcing how severe the power bottleneck has become across AI infrastructure.

That is exactly why energy and power infrastructure in $BE and $FPS continue becoming increasingly important to support the expanding compute footprint tied to the builders $NBIS, $WULF, and $APLD.

[CMS Invests @cmsinvests]

$INFQ and $IONQ investors in 2030 knowing quantum is the next wave

[JUST KAWS @JUST_KAWS]

Leopold Aschenbrenner is literally giving you insider trading info

He turned $225M into $5.5B in less than 12 months

In 2025 he bought:

$BE at $18 & is now $297
$LITE at $59 & is now $935
$SNDK at $42 & is now $1,466

Now in 2026, he’s telling you to buy:

1) Applied Digital $APLD
2) Bloom Energy $BE
3)CleanSpark $CLSK
4)CoreWeave $CRWV
5)Intel $INTC
6) IREN $IREN
7) Keel Infrastructure $KEEL
8) Micron $MU
9) Riot $RIOT
10) Sandisk $SNDK
11) T1 Energy $TE
12) Taiwan Semiconductor $TSM

Don’t miss out on a generational run

[InvestmentGuru @InvestmentGuru_]

QUANTUM COMPUTING — The Full Sector Map. Every Play. One Post.

PURE-PLAY QUANTUM

$IONQ → Trapped-ion leader. Best-in-class qubit fidelity. Customers include Airbus, AstraZeneca, Hyundai. 256-qubit demo targeted 2026. The institutional-grade pure-play.

$RGTI → Superconducting quantum systems. Highest beta in the sector. When quantum runs, $RGTI moves violently. Active momentum name right now.

$QBTS → D-Wave Quantum. Annealing-based architecture. Most commercially de-risked pure-play — already generating optimization revenue with real enterprise clients.

$QUBT → Photonic + room-temperature quantum. Q1 2026 revenue up from $39K → $3.7M YoY. Acquired Luminar Semiconductor for $110M. Vertically integrated photonics + quantum platform taking shape. Executing quietly.

$INFQ → Neutral-atom quantum + sensing. One of the least-covered names in the sector. Neutral-atom architecture is gaining credibility as a scalable path to fault tolerance. Early but worth watching.

$ARQQ → Quantum encryption and post-quantum cybersecurity. The national security angle. As quantum breaks classical encryption — this becomes critical infrastructure.

$LAES → Quantum-resistant cybersecurity chips. Hardware-level protection against quantum decryption. Defense + enterprise security tailwind.

BIG TECH

$IBM → Most mature public quantum roadmap. 1000+ qubit processors live. Fault-tolerant systems targeted ~2029. Every enterprise quantum conversation starts here.

$GOOGL → Willow chip demonstrated a landmark quantum error correction milestone. Google doesn’t lose science races. This is a long-term compounder with quantum upside baked in.

$MSFT → Topological qubit breakthrough. Azure Quantum as the monetization layer. Full-stack quantum integrator play for the enterprise cloud era.

$AMZN → AWS Braket quantum cloud. Positioned as the access layer for quantum-as-a-service. Already charging enterprises for quantum compute access today.

$NVDA → Quantum-AI software stack integration. CUDA for quantum is the longer-term thesis. $NVDA doesn’t need to win quantum — it needs to be the layer everything runs on top of.

$INTC → Silicon-spin qubit research. The most scalable long-term architecture thesis — leveraging existing CMOS manufacturing. Slow, but strategically important.

$HON → Majority stake in Quantinuum — the most commercially advanced quantum hardware + software company currently private. When Quantinuum IPOs, $HON re-rates hard.

$BAH → Booz Allen Hamilton. Deep in U.S. government quantum programs. Every federal quantum contract flows through firms like this. The picks-and-shovels of government quantum.

SEMICONDUCTOR & INFRASTRUCTURE

$GFS → GlobalFoundries. Quantum chip manufacturing capabilities. As quantum hardware scales, fab demand follows.

$MU → Memory + quantum infrastructure angle. Quantum systems require extreme classical compute support — $MU sits in that stack.

$AMD → HPC + quantum research ecosystem. High-performance classical compute is the co-processor to every near-term quantum system.

$TSM → TSMC. Advanced fabrication is the foundation of every quantum chip roadmap. No quantum at scale without $TSM.

$ASML → EUV lithography critical for next-generation quantum chip manufacturing. The irreplaceable chokepoint in advanced semiconductor production.

QUANTUM NETWORKING / OPTICAL / SECURITY

$CIEN → Optical networking backbone + quantum networking research. Quantum communication requires ultra-low-noise optical infrastructure — $CIEN is already there.

$NOK → Nokia building quantum-safe telecom infrastructure. Nation-state cyber threats are accelerating the quantum-safe network upgrade cycle.

$LITE → Photonics and optical infrastructure. Quantum and photonics are deeply intertwined.

$AAOI → Optical connectivity. Riding both the AI and quantum photonics buildout simultaneously.

$COHR → Photonics + laser systems. Lasers are fundamental to trapped-ion and photonic quantum architectures.

[Mike Investing @MrMikeInvesting]

The U.S. President & the literal White House are telling you that these 5 sectors are next to squeeze…

1. Space ~ $RKLB, $ASTS, $RDW, $FLY, $LUNR
2. AI Infrastructure ~ $CRWV, $NBIS, $IREN, $APLD
3. Quantum Computing ~ $IBM, $GFS, $QBTS, $RGTI
4. Rare Earths/Energy ~ $USAR, $UUUU, $OSS, $EOSE, $HYLN
5. Robotics ~ $NOK, $TSLA

These are your next chances to make generational wealth, & you cannot miss it.

Save this for later…

[Stock Report @StockReportt]

After $NVDA… These Quantum Computing Stocks Are Next 🚀

[ishmohit @ishmohit1]

Must watch if learning about semiconductor sector & which part of the value chain has bottlenecks. Any podcast which features @GavinSBaker is a must watch

https://t.co/yK4ZautEDc