Tym ®

Stock trader and investor |

Low caps & big caps |

Focus on structure, fundamentals & risk|

Sharing my process, not predictions|

~lifelong learner~

[Tym ® @TymKinga]

Look at this!

Amazing work @mkfilko

[leki ⚔️ @mkfilko]

https://t.co/f5MQRFFHQC

[Tym ® @TymKinga]

@mkfilko Thank you so much for this! Amazing job 🙏🙏
I share it!

[Tym ® @TymKinga]

@ahuja_priyank Data

[Priyank Ahuja @ahuja_priyank]

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1. Artificial Intelligence
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10. Ethical Hacking

(72 Hours only )

Like + RT + comment 'Data’

Must Follow @ahuja_priyank so that I can DM you.

[InvestmentGuru @InvestmentGuru_]

When market gets a pullback, most people wait for even more downside thinking a crash is coming. Then when market rips back up, they chase green candles and buy higher.

That’s how money rotates from impatient traders to disciplined investors.

Real portfolio growth happens when you accumulate quality stocks during fear, not when everyone suddenly turns bullish after a big move. Patience on red days and discipline on green days is what separates long term winners from emotional traders.

[Überrenditen @ExoHirn]

Der 100-Jahre-Plan für den Aktienmarkt

Wenn du dir die letzten 100 Jahre anschaust, siehst du ein klares Muster: Der Markt wiederholt immer wieder die gleichen Zyklen. Seit der Großen Depression 1930 gab es drei große Abwärtsphasen und drei Aufwärtsphasen .
Wir stecken gerade mitten im dritten großen Bullenmarkt.

Die schlechten Zeiten (Bärenmärkte)
Diese Phasen dauerten meistens etwa 9 Jahre (die Weltwirtschaftskrise von 1930 war mit 12 Jahren eine Ausnahme). Ein typisches Zeichen war, dass der Markt zweimal oben und zweimal unten „anklopfte“, bevor es wieder aufwärts ging. Oft krachte der Kurs bis zu einer bestimmten langfristigen Linie (dem 300er-Schnitt im Monatschart) und startete von dort aus neu durch.

Die guten Zeiten (Bullenmärkte)
Die ersten beiden großen Aufwärtsphasen dauerten jeweils 24 und 25 Jahre. Das Spannende: Sobald der Markt einmal Fahrt aufgenommen hatte, fiel er fast nie unter eine bestimmte grüne Linie (den 100er-Schnitt). Die blaue Linie (50er-Schnitt) war dabei immer die beste Chance, um günstig nachzukaufen, wenn es mal zwischendurch ruckelte.

Warum steigt der Markt so extrem?
Hinter jedem Bullenmarkt steckt eine neue Technologie:
Früher waren es industrielle Durchbrüche.
Dann kam der Internet-Boom.
Heute erleben wir den E-Commerce- und Social-Media-Boom.

Klar, irgendwann platzen diese Blasen immer, weil die Leute übertreiben. Aber die Technik bleibt! Das Internet ist nicht verschwunden, nur weil die Kurse im Jahr 2000 abgestürzt sind – es wurde zum Fundament für alles, was wir heute nutzen.

Der KI-Boom
Wir sind jetzt im zweiten Teil des aktuellen Aufschwungs, und der wird von der Künstlichen Intelligenz getrieben. Wahrscheinlich wird diese Blase um das Jahr 2034 platzen. Das wird wehtun, aber danach wird KI das feste Rückgrat unserer gesamten Wirtschaft sein.
Im Grunde sind die letzten 100 Jahre eine Kette von Erfindungen, die die Kurse immer höher treiben. Die Abstürze zwischendurch sind nur dazu da, die heiße Luft rauszulassen und Platz für neues Geld und die nächste Technologie zu machen.

Was bedeutet das für dich heute?
Wenn dieser Zyklus so läuft wie die letzten beiden, könnte der S&P 500 bis auf 17.000 Punkte steigen.

Es wird zwischendurch immer wieder Korrekturen geben. Der Zoll-Crash Anfang 2025 war so ein Moment, hat aber die wichtige blaue Linie nicht ganz berührt.

Schau auf den RSI-Anzeiger. Wenn der unter 30 fällt, ist das eine Chance des Jahrzehnts. Das ist in 100 Jahren erst sechsmal passiert – und jedes Mal war es der perfekte Zeitpunkt zum Kaufen.

Liken, Folgen, Speichern, Kommentieren, Teilen.
Danke für den Support 🫶😊🫶

[InvestmentGuru @InvestmentGuru_]

20 Stocks That Could Be the Next Market Leaders

$JOBY — eVTOL pioneer. FAA cert in final stages. eIPP program launching mid-2026. Air taxi market is real and near.
$QS — Solid-state battery game-changer. Eagle Line now operational. First ecosystem partner billings recorded. VW-backed. $900M+ cash runway through 2029.
$SERV — Autonomous sidewalk delivery. Uber Eats + DoorDash partnerships. Physical AI playing out in real time.
$SATL — Satellogic. Sub-meter satellite imagery. Defense, agriculture, intelligence. Geopolitical tailwinds are massive.
$VLN — High-speed connectivity chips for automotive ADAS and camera systems.
$SOUN — SoundHound AI. Voice AI before it’s mainstream. Automotive + hospitality deployments accelerating.
$NOK — Nokia. 5G infrastructure + optical networking exposure. Massively undervalued relative to peers.
$BB — BlackBerry. IoT security + government contracts. The silent cybersecurity play nobody’s watching.
$POET — Optical interposer platform for AI data centers. POET’s platform could be the backbone of next-gen interconnects.
$LWLG — Lightwave Logic. Electro-optic polymer tech hitting 400G+ speeds. Fortune 500 customer at Stage 3. IP licensing model unlocking.
$OPEN — Opendoor. Real estate tech beaten down. Rate cut cycle = massive re-rating catalyst.
$RUM — Rumble. Free speech platform with growing creator economy + cloud infrastructure. Political tailwinds turbocharging user growth.
$ONDS — Ondas Holdings. Drones for defense + railroads. Government contracts stacking up quietly.
$ABCL — AbCellera. AI-driven antibody discovery. Royalty model means high-margin revenue from partner pipelines.
$RR — AI-powered service robots for hospitality, food & beverage, healthcare.
$TMQ — Trilogy Metals. Copper + cobalt. Critical minerals for the AI/EV infrastructure buildout.
$EOSE — Eos Energy. Iron-air long-duration batteries for grid storage. AI data centers need this.
$SMR — NuScale Power. Only NRC-approved SMR design. DOE loans incoming. 6 GW pipeline across TVA territory.
$TE — Advanced American solar and battery manufacturing
$BBAI — AI analytics for defense and intelligence. DoD spending = durable revenue floor.

These names span eVTOL, photonics, solid-state batteries, robotics, defense AI, energy, and beyond.
Most are early. All carry risk. But the ones that execute?
They don’t just go up — they redefine their sectors.
Not financial advice.

[Tym ® @TymKinga]

RT @InvestmentGuru_: 10 long term bets

$CRDO — Credo Technology | High-speed AEC interconnects powering AI data centers. Sticky design wi…

[Sun Liao @sunxliao]

Most people only know $NVDA when it comes to AI stocks... 🫡

But there's many other tickers, which I've organized (bookmark this):

Running and cooling data centers became its own multi-billion dollar industry, and $VRT, $ETN, $MPWR, and $ADI are the ones supplying it.

Packaging is the part nobody really talks about. $AMKR and $ASX handle the advanced packaging that turns a chip into something a server can actually use, and capacity is fully booked into 2027.

Memory is where the squeeze lives. High bandwidth memory is the ceiling on every GPU shipping today, and $MU is a pure play on that bottleneck. I've also been bullish on $SNDK for months.

Once the chips exist, you have to wire thousands of them together at light speed, which is why $COHR, $LITE, and $APH are running the connective tissue of the entire AI economy.

The boxes themselves ship from $DELL and $SMCI... and both companies have been growing revenue faster than Nvidia in some quarters.

The chips physically get made at exactly two places... $TSM and $INTC, and there is no third option this decade no matter how much the market wishes there was.

The machines that build those fabs come from $ASML, $LRCX, and $KLAC, and they get paid first the moment a foundry expands.

And the whole thing rests on the architecture every accelerator on Earth licenses from one company... $ARM. They collect a royalty on all of it!

Go one layer deeper into photonics and it gets even more interesting. $AXTI (which I've talked about dozens of times) sits on the InP substrate chokepoint that every laser in the chain relies on, $AAOI is shipping 800G transceivers into hyperscalers as fast as they can build them, and $SIVE is the speculative play on the silicon photonics side.

Finally... on the demand side, the neoclouds are the ones writing the checks that flow back up this entire chain... $NBIS, $CRWV, $IREN, $DGXX (which I'm currently long), and more.

Hope this makes your AI bull market easier... 📈

[Sun Liao @sunxliao]

Think $SLNH is a good buy right now in the $1 region... got a LOT of room to the previous high from last year IMO.

Has one of the best charts right now in the neocloud ecosystem (data center) theme, which we've flipped bullish on again:

$APLD
$BTDR
$CIFR
$CLSK
$CORZ
$CRWV
$DGXX
$HIVE
$HUT
$IREN
$KEEL
$MARA
$NBIS
$RIOT
$WGMI
$WULF
$WYFI

Convincing reclaim of weekly gold resistance and flipped it into support.

All other panes starting to go too...

Invalidation on a daily close below $1.

NFA as always! DYOR!

Lots of chart updates incoming... 🫡📈

[InvestmentGuru @InvestmentGuru_]

Iran's Foreign Minister: The Passage for All Commercial Vessels Through Strait of Hormuz Is Declared Completely Open for the Remaining Period of Ceasefire

[InvestmentGuru @InvestmentGuru_]

10 Stocks to Watch in This Market (High Beta + Next-Gen Themes)

Momentum is still rotating around AI infrastructure, quantum computing, energy, and retail risk-on trades. These are the names I’d keep on radar right now:

$APLD — AI data center expansion + high beta infrastructure play
$IREN — Bitcoin mining + AI compute pivot narrative
$OKLO — next-gen nuclear energy tied to AI power demand
$IONQ — leader in trapped-ion quantum computing
$RGTI — quantum hardware race with strong speculative momentum
$QBTS — pure quantum software/hardware hybrid exposure
$HOOD — retail trading + crypto + options flow sensitivity
$OPEN — turnaround / sentiment-driven housing tech name
$BULL — leveraged sentiment play, extremely high volatility, retail trading
$QS — solid-state battery story, long-duration EV upside

[Value Investing Edge @StonkValue]

Best growth stocks to own in 2026 and beyond -

Space
1. $FLY
2. $RKLB
3. $SATL
4. $ASTS
5. $PL

Defense
1. $ONDS
2. $OSS
3. $PLTR

Optics
1. $AAOI
2. $LWLG
3. $AXTI
4. $LITE
5. $COHR
6. $MRVL
7. $VIAV
8. $LPTH

Energy
1. $AMPX
2. $TE
3. $EOSE

AI Infrastructure
1. $NBIS
2. $IREN
3. $CIFR
4. $ALAB
5. $CRWV

Fintech
1. $LMND
2. $ZETA

Have patience and always do your little research before investing!

Bookmark this post for later!

[Tym ® @TymKinga]

@InvestmentGuru_ Amén 🙏

[Tym ® @TymKinga]

@EdgenTech Petroleras

[Sun Liao @sunxliao]

$SATL the stock market is a device for transferring money from lettuce hands to blue diamond hands. 🫡📈

[InvestmentGuru @InvestmentGuru_]

On Watch Today

$AMD – AI momentum building, sympathy with chips
$MSFT – Key level, bounce or breakdown
$ARM – AI chip catalyst driving big move
$TSLA – Volatile, watch support closely, SpaceX IPO

[InvestmentGuru @InvestmentGuru_]

My Top 5 Photonics Plays

$COHR
The full-stack photonics leader — lasers, materials, transceivers, and components across AI, telecom, and defense. A true “picks & shovels” giant with exposure across the entire value chain.

$AAOI
Pure-play on AI data center connectivity — builds high-speed optical transceivers and lasers powering 800G → 1.6T upgrades.

$AXTI
Upstream materials bottleneck — supplies indium phosphide substrates, the foundation for lasers and optical chips. Critical, under-the-radar layer.

$POET
Next-gen optical engine + packaging platform — solving cost, power, and scalability issues in AI photonics with its optical interposer.

$LWLG
High-upside materials play — electro-optic polymers that could enable faster, lower-power optical modulation in future chips.

This is the full stack:
• Materials → $AXTI
• Components → $AAOI
• Platforms → $POET
• Materials innovation → $LWLG
• Everything → $COHR

Photonics isn’t one trade — it’s an ecosystem.

Not a financial advice

[InvestmentGuru @InvestmentGuru_]

Where to concentrate in this market

NeoCloud
$IREN $CIFR $NBIS
Photonics
$COHR $LITE $POET $LWLG
Chips
$NVDA $MU $TSEM
Drone + Defence
$ONDS $KTOS $RCAT
Robotics +Automation
$SERV $TSLA $ISRG $PATH
Fintech
$SOFI $HOOD $GLXY
Healthcare + Biotech
$HIMS $VKTX $LLY $ABCL
AI Infrastructure
$PLTR $AMD $GLW $CLS
Aerospace
$RKLB $ASTS $PL $RDW
Energy + renewables
$OKLO $VRT $ENPH $TE
Quantum
$IONQ $RGTI $QUBT