Bluewater Investment

Investor, entrepreneur, adventurer, freedom lover. “Dream big. Start small. Act now”! Repost ≠ Endorsement. Personal opinion is not investment advice.

[Mike Investing @MrMikeInvesting]

In 2024 I called $NVDA at $47.
Then In 2025 I called $AMD at $76.
& Finally In 2026 I called $NBIS at $73.

Now these 5 stocks have the exact setups $NVDA, $AMD, & $NBIS had.

1. CoreWeave ~ $CRWV
2. One Stop Sys ~ $OSS
3. Zeta Global ~ $ZETA
4. Rocket Lab ~ $RKLB
5. AST SpaceMobile ~ $ASTS

Quite literal life changing opportunities await in front of you.

Don’t miss out on these…

[Value Investing Edge @StonkValue]

Best Robotics stocks to own before the next physical wave starts:

1. Robot Brains / AI Compute
$NVDA
$AMD
$ARM
$AMBA

2. Sensors, Vision & Perception
$OUST
$AEVA
$CGNX
$NOVT
$IPGP

3. Industrial Robotics & Factory Automation
$ABBNY
$YASKY
$OMRNY
$TER

4. Warehouse & Logistics Automation
$SYM
$AMZN
$RYCEY
$SERV

5. Defense & Autonomous Systems
$AVAV
$UMAC
$PDYN
$ONDS

7. Medical & Surgical Robotics
$JNJ
$SYK
$SNN
$ZBH
$GMED

8. Autonomous Mobility
$TSLA
$XPEV

[Lin @Speculator_io]

The market is not just a handful of AI/memory names.

There are many other sectors and stocks acting incredibly well that most investors are missing. The rally has broadened far beyond the obvious AI and memory trade.

Here are some of the key sectors and names to watch:

Biotech/Healthcare
$ERAS Erasca
$IBRX ImmunityBio
$ABCL AbCellera
$QURE uniQure
$HNGE Hinge Health
$BTSG BrightSpring
$OSCR Oscar Health

Cybersecurity
$CRWD Crowdstrike
$FTNT Fortinet
$NET Cloudflare
$OKTA Okta
$PANW Palo Alto Networks

Robotics/Autonomy
$OUST Ouster
$VPG Vishay Precision
$AMPG AmpliTech
$OSS One Stop Systems

Energy
$FCEL FuelCell Energy
$BE Bloom Energy
$HYLN Hyliion
$POWL Powell
$VICR Vicor

Space
$SATL Satellogic
$SPIR Spire Global
$VSAT Viasat
$ATEX Anterix

Software
$DOCN DigitalOcean
$DDOG Datadog
$APPS Digital Turbine

FinTech
$SEZL Sezzle
$VIRT Virtu
$SNEX StoneX
$PURR Hyperliquid Strategies

Industrials
$CRS Carpenter Technology
$UCTT Ultra Clean

E-commerce
$PTRN Pattern

Infrastructure
$CDNL Cardinal Infrastructure
$STRL Sterling Infrastructure
$AGX Argan

[Leif | Investing @LeifInvests]

BlackRock just ranked its 30 most important AI stocks. Several are already rallying after making the list.

If you’re investing in AI, this is a list worth paying attention to. 🚀

Full rankings below (1-30)👇

Micron Technology | $MU
AMD | $AMD
Taiwan Semiconductor | $TSM
NVIDIA | $NVDA
Marvell Technology | $MRVL
Broadcom | $AVGO
CoreWeave | $CRWV
Oracle | $ORCL
Super Micro Computer | $SMCI
Western Digital | $WDC
Seagate Technology | $STX
IBM | $IBM
Microsoft | $MSFT
Arista Networks | $ANET
Palantir | $PLTR
Constellation Energy | $CEG
Snowflake | $SNOW
Bloom Energy | $BE
Astera Labs | $ALAB
Accenture | $ACN
Credo Technology | $CRDO
Entegris | $ENTG
Onto Innovation | $ONTO
Celestica | $CLS
Amkor Technology | $AMKR
MongoDB | $MDB
Tempus AI | $TEM
Workday | $WDAY
CoStar Group | $CSGP
Rambus | $RMBS

[Value Investing Edge @StonkValue]

Robotics will soon be one of the hottest theme in the market.

Best growth stocks to own under this theme:

1. $OUST - LiDAR Perception Lead
2. $ONDS - Aerial and Ground Defense Intelligence
3. $AMD - AI Compute Backbone
4. $AEVA - 4D LiDAR Perception Play
5. $CGNX - Industrial Machine Vision Leader
6. $UMAC - U.S. Drone Components Play
7. $PDYN - AI Robotics Software
8. $AMBA - Edge AI Vision Chip Leader
9. $AVAV - Defense Drone Autonomy Leader
10. $SERV - Delivery Robotics Play
11. $SYM - Warehouse Automation Leader

Robotics, drones, edge AI, and industrial automation could become a multi trillion-dollar industry by 2030.

[Bilaal- BD investing @bdinvestingg]

2026 is the year of Optical/photonics picks-and-shovels

$AAOI — Small optical transceiver maker, lumpy revenue, high AI upside risk

$AVGO — Custom AI chip (XPU) king, networking dominance, premium valuation justified

$LITE — Optical components giant, datacenter + telecom exposure, margin recovery in progress

$CRDO — High-speed connectivity chips, hypergrowth but tiny, valuation prices perfection already

$ALAB — Optical networking silicon, AVGO rival, early-stage with massive TAM ambitions

$GLW — Legacy glass/fiber giant, AI infrastructure tailwind, slow-moving but cash-generative

$COHR — Diversified photonics/lasers, integration mess post-merger, AI upside obscured by noise

$AEHR — Wafer-level burn-in tester, SiC EV thesis stalled, pivoting to GaN/AI

[mon @moninvestor]

My favourite stocks in each sector right now:

Nuclear: $SMR
Robotics: $OUST
Rare Earth: $UAMY
Copper: $COPX ETF
Memory: $DRAM ETF
Space: $SATL & $VELO
Solar: $CSIQ, $TE & $ENPH
Drones: $ONDS & $KRKNF (UUVs)
Neoclouds: $IREN, $NUAI & $KEEL
Health/Bio Tech: $HIMS, $IBRX, $PRME

[Mike Investing @MrMikeInvesting]

I’ll say this once. These 8 stocks are going to make generational wealth for many by year end…

1. ServiceNow ~ $NOW
2. Cipher Digital ~ $CIFR
3. Nebius ~ $NBIS
4. CoreWeave ~ $CRWV
5. Iren ~ $IREN
6. USA Rare Earth ~ $USAR
7. Rocket Lab ~ $RKLB
8. Palantir ~ $PLTR

These names will be your next wave of opportunities that you need to take advantage of.

Save this to look back on later…

[Lin @Speculator_io]

Jensen literally told you where to invest.

This is his 5-Layer AI Cake:

Layer 1: Energy
$BE $GEV $PWR $AMPX $VICR $VST $NVTS $BWXT $CEG $UEC $CCJ

Layer 2: Chips
$NVDA $TSM $INTC $AVGO $AMD $ASML $ARM $MRVL $AAOI $AXTI $COHR $MU $SNDK $STX $OPTX $LITE $ICHR $AEHR $WDC

Layer 3: Infrastructure
$NBIS $IREN $CRWV $APLD $VRT $DELL $HPE $ORCL

Layer 4: Models
$GOOGL $META $AMZN $TSLA

Layer 5: Applications
$NOW $PLTR $DOCN $SNOW $NET $FSLY $INOD

[Coach Mak | Know Your Money @WealthCoachMak]

Rule no. 1 of Option Selling:

✅ Pick a quality stock

The same rule applies to buying LEAPS

$NVDA $AMZN $AMD $GOOGL $MU $META $TSLA

[Lin @Speculator_io]

Trump is planning to invest billions into quantum.

Pure-Play Quantum Companies
$IONQ lonQ
$QBTS D-Wave Quantum
$RGTI Rigetti Computing
$XNDU Xanadu Quantum
$INFQ Infleqtion
$QUBT Quantum Computing

Quantum Security
$ARQQ Arqit Quantum

Tech Giants with Quantum Programs
$NVDA Nvidia
$BABA Alibaba
$GOOGL Alphabet
$MSFT Microsoft
$IBM IBM
$INTC Intel
$BIDU Baidu
$RTX Raytheon
$HON Honeywell

Quantum Computing Equipment
$GFS GlobalFoundries
$MRVL Marvell
$COHR Coherent
$RDNT RadNet
$TSEM Tower Semiconductor

[Trade Whisperer @TradexWhisperer]

$MU $62 → $757. +1120% since my "Bargain of the Century" callout
$SNDK $200 → $1540. +670%
$RKLB $13 → $134. +930%
$PLTR $21 → $200. +850%

Four names. 15,000 conviction posts. Zero noise. 110,000 followers listened. This is THE next
$DRAM

Choose your notifications wisely.

[Coach Mak | Know Your Money @WealthCoachMak]

Bought long term shares

$NVDA
$AMZN
$GOOGL
$AMD
$MU

[Jason Luongo @JasonL_Capital]

I generate thousands of dollars each week buying and selling options

Here's the entire framework:

➡️ Hold a base portfolio of high conviction names -
$NVDA $AMZN $NBIS $IREN $RKLB $HOOD $MP

➡️ Sell 30 DTE cash-secured puts at 0.20 delta on stocks I'd want to own at the strike

➡️ Close every sold option at 50% profit

➡️ Buy LEAPs only when IV is low, price is at support, and conviction is high

➡️ Sell covered calls when shares I own are sideways or overbought

➡️ DCA into the base portfolio every month regardless of price

How I decide which strategy to use:
High IV + income goal = sell CSPs
Low IV + high conviction = buy LEAPs
Own shares + sideways market = sell covered calls

[Michael Burry Stock Tracker ♟ @burrytracker]

Breaking: Leopold Aschenbrenner just filed his Q1 2026 13F

Here's everything you need to know about his recent 13F

Top 10 positions:

1. VanEck Semiconductor ETF $SMH [Put] — $2.04B
2. Nvidia $NVDA [Put] — $1.57B
3. Oracle $ORCL [Put] — $1.07B
4. Broadcom $AVGO [Put] — $1.01B
5. Advanced Micro Devices $AMD [Put] — $969M
6. Bloom Energy $BE — $879M
7. SanDisk $SNDK — $724M
8. Micron $MU [Put] — $584M
9. CoreWeave $CRWV — $556M
10. Taiwan Semiconductor $TSM [Put] — $535M

New positions:

• $SMH, $NVDA, $ORCL, $AVGO, $AMD, $MU, $TSM, $ASML, $INTC, $GLW — all puts
• $MU [Call] — $422M
• $TSM [Call] — $355M
• $SNDK [Call] — $389M

Biggest adds:

• CleanSpark $CLSK: +648% shares
• Riot Platforms $RIOT: +87% shares

Biggest trims:

• CoreWeave $CRWV [Call]: -83% shares
• Bloom Energy $BE: -36% shares

Full exits:

• Intel $INTC [Call] — was $747M
• Lumentum $LITE — was $479M
• EQT Corp $EQT — was $133M
• Tower Semiconductor $TSEM — was $85M

Summary: He kept his AI infrastructure longs and opened $8.45B in new puts against tech and semiconductor

[Michael | Hypermarkets @itsmichaelluu]

CEO $NVDA says to buy sustainable energy stocks.

$ENLT is the strongest with price target $400+ Its spiked $15 to $90 for 600% already.

Right now, these 16 stocks have the exact set-up:

1. $PLUG — Price: ~$3.76 | Target: $30
Green hydrogen fuel cells deliver clean, on-site backup power for AI data centers bypassing overloaded grids entirely.

2. $FLNC — Price: ~$20 | Target: $65
Grid-scale battery storage keeps renewable power stable and uninterrupted for 24/7 AI data center operations.

3. $ARRY — Price: ~$10 | Target: $40
Solar tracking systems maximize output at utility farms directly powering AI data center campuses nationwide.

4. $SHLS — Price: ~$10 | Target: $32
Electrical balance-of-system components connect large solar farms to the grid that powers AI infrastructure.

5. $RUN — Price: ~$14.00 | Target: $50
Distributed home solar and storage cuts grid strain during peak AI-driven electricity demand surges.

6. $CSIQ — Price: ~$17.87 | Target: $80
Utility-scale solar modules and grid-scale battery storage systems feed clean power into AI-hungry electrical grids.

7. $BEP — Price: ~$35 | Target: $200
Global hydro, wind, solar & nuclear operator $BE
partnered with Bloom Energy in a $5B deal to co-build AI power factories.

8. $CWEN — Price: ~$38 | Target: $120
10+ GW of contracted wind, solar & storage sells clean baseload power directly to hyperscaler data centers.

9. $JKS — Price: ~$25.00 | Target: $50
One of the world's largest solar manufacturers supplying panels to utility farms feeding the AI power grid.

10. $DQ — Price: ~$20.00 | Target: $35
Polysilicon feedstock producer enabling solar panel manufacturing that powers AI data center campus buildouts.

11. $HASI — Price: ~$42 | Target: $80
Finances solar, wind & storage projects supplying contracted clean power directly to AI data center operators.

12. $EOSE — Price: ~$8 | Target: $24
Long-duration zinc batteries solve renewable intermittency enabling always-on clean power for non-stop AI workloads.

My top 3 favorite ones to buy and hold would be $PLUG, $ENLT and $BEP since they have a deal with $BE.

BONUS, I really like $ENPH (look how beaten down it is) at $53. It could run towards $300+ again.

♻️RESHARE this post and make 1 comment for my list of sustainable energy companies under $10. There's only 5 good ones like $PLUG to choose from.

[Stock Report @StockReportt]

$NVDA CEO Jensen Huang just said AI needs 100x more power.

Here are 5 power stocks that could 10x.👇

[Jason Luongo @JasonL_Capital]

SpaceX's IPO is less than a month away.

The largest IPO in history.

Here are 7 publicly traded companies with confirmed SpaceX contracts:

[Value Investing Edge @StonkValue]

Leopold’s Situational Awareness Fund Current Portfolio and it's earning cycle:

Some of the interesting name to watch:

New positions -
1. $NVDA
2. $AMD
3. $INTC
4. $TSM
5. $MU
6. $SMH
7. $GLW
8. $HIVE
9. $TE

Added Positions
1. $IREN
2. $APLD
3. $RIOT
4. $BTDR
5. $CRWV

Exited Positions
1. $COHR
2. $TSEM
3. $HUT
4. $LITE

Trimmed Positions
1. $BE
2. $SEI
3. $CORZ

[Mike Investing @MrMikeInvesting]

The $NVDA CEO, Jensen Huang just revealed the full 5 layer stack the AI super cycle is built upon…

These 5 layers include:

1. Energy ~ $CEG, $VST, $OKLO, $EOSE, $GEV
2. Chips & Computing ~ $NVDA, $AMD, $TSM, $MU, $ARM
3. Cloud & Data Centers ~ $NBIS, $IREN, $CRWV, $APLD, $CIFR
4. AI Models ~ $MSFT, $GOOGL, $META, $AMZN, $ORCL
5. Applications ~ $PLTR, $TSLA, $NOW, $SNOW, $CRM

Without these companies there is no AI; which is exactly why these names will continue to see massive long term growth.

Save this for later…