Bertram Tomlinson

I’m an experienced financial advisor and market strategist with over 15 years in the industry, specializing in wealth management, equity markets, and macro-driv

[Bertram Tomlinson @UtopiaModerna]

Today is one of those days the market has been waiting for.

$SPCX is set to be quoted at 9:50 AM ET and begin trading at 10:00 AM ET.

Current indications suggest the stock could open roughly 25% above the IPO price.

If that holds, SpaceX would immediately become one of the largest public companies on the planet.

What's fascinating isn't the valuation debate.

It's the demand.

Even at these levels, buyers are still lining up for exposure.

That tells you this is bigger than an IPO.

For many investors, this is a direct bet on the future of space, satellite infrastructure, and Elon Musk's ability to keep executing at scale.

The opening print will grab headlines.

The real story will be how much demand remains after the first hour of trading.

#SPCX #SpaceX #Stocks #IPO #Markets

[Bertram Tomlinson @UtopiaModerna]

$IRWD is starting to look less like a traditional biotech story and more like a transition story.

For years, investors focused on what the company had already built.

Now the market is trying to determine what comes next.

That's why the stock has become interesting.

This isn't a company being valued solely on a single product anymore.

The conversation is gradually shifting toward pipeline development, future growth opportunities, and management's ability to create value beyond its existing commercial business.

Trading framework:
• Support: $3.10-$3.30
• Accumulation zone: ?
• Breakout trigger: ?
• Risk control: $3.00

Core view:

The market isn't debating what $IRWD earned last quarter.

It's debating what the company could look like over the next few years.

That's an important difference.

When a stock moves from being viewed as a mature commercial asset to a potential transition and re-rating story, investor perception can change quickly.

If management successfully executes on the next phase of growth, today's valuation may look very different in hindsight.

Sometimes the biggest opportunities appear when the market is focused on the past while the next chapter is still being written.

#IRWD #Biotech #Healthcare #Stocks #Investing

[Bertram Tomlinson @UtopiaModerna]

$ACLS is starting to look like a stock that could benefit from the next leg of semiconductor spending.

Most investors focus on the companies designing AI chips.

I'm paying attention to the companies supplying the equipment needed to manufacture them.

That's where $ACLS fits.

As demand for AI infrastructure grows, chipmakers eventually need to expand capacity, upgrade processes, and invest in new production tools.

That spending flows through the equipment ecosystem.

The market has already rewarded many of the obvious AI winners.

What interests me is whether capital starts moving further down the supply chain.

Trading framework:
• Support: $148-$155
• Accumulation zone: ?
• Breakout trigger: ?
• Risk control: $148

Core view:

$ACLS isn't a direct AI story.

It's a semiconductor manufacturing story.

And if the next phase of the AI cycle drives another wave of industry investment, companies providing critical production equipment could become increasingly difficult for investors to ignore.

#ACLS #Semiconductors #AI #Stocks #Investing

[Bertram Tomlinson @UtopiaModerna]

$RGTI is no longer being viewed as just a speculative quantum computing stock.

The market is starting to treat it as a potential infrastructure player in what could become the next major computing cycle.

The opportunity isn't tied to current revenue.

It's tied to the possibility that quantum computing moves from research labs into real-world commercial applications over the coming years.

That's why investors continue paying attention.

Key drivers:

• Growing investment in quantum technologies from governments and enterprises
• Increasing demand for next-generation computing capabilities
• Strategic partnerships and ecosystem expansion
• Rising institutional interest in the sector
• Significant upside if commercial adoption accelerates

Trading framework:
• Support: $14-$16
• Accumulation zone: ?
• Breakout trigger: ?
• Risk control: $14

Core view:

The story is no longer just about quantum research.

It's becoming a bet on quantum infrastructure, technological leadership, and future adoption.

The market isn't waiting for quantum computing to become mainstream.

It's trying to identify potential winners before it does.

That's what makes $RGTI one of the more interesting high-risk, high-reward names in the space.

#RGTI #QuantumComputing #Stocks #Technology #Investing

[Bertram Tomlinson @UtopiaModerna]

The Philadelphia Semiconductor Index jumped 5.61%, with $INTC up more than 11%, $MU up over 9%, and $AMD, $ASML, and $AMAT all posting strong gains.

That's why I pay attention to money flow more than headlines.

The narrative around semis changed several times over the past week.

The capital didn't.

The first place buyers returned when risk appetite improved was right back into chips.

That tells me investors still see semiconductors as one of the highest-conviction ways to participate in the AI spending cycle.

Markets often look weakest right before money starts moving back into leadership.

Monday felt like a reminder of that.

#AI #Semiconductors #Stocks #Investing #Nasdaq

[Bertram Tomlinson @UtopiaModerna]

Most people don't think about insurance until they need it.

Investors usually don't think about it until the numbers start improving.

That's one reason $ALL has been getting more attention.

Over the past few years, the insurance industry has been forced to deal with higher repair costs, larger catastrophe losses, and a much tougher pricing environment.

The companies that adjusted early are starting to see the benefits.

That's the part of the story that interests me.

Insurance may not be the most exciting sector in the market.

But when pricing improves and profitability starts recovering, the earnings impact can be significant.

A lot of investors spend their time looking for the next big trend.

Sometimes opportunity comes from a business simply getting better at what it already does.

$ALL is a good example of that.

#Stocks #ALL #Insurance #Investing #Markets

[Bertram Tomlinson @UtopiaModerna]

One thing stood out today.

The market didn't just sell tech.

It sold the stocks that had become the most crowded trades on the board.

The Philadelphia Semiconductor Index dropped more than 10%, its worst session since 2020.

$MU fell over 13%.

$AMD lost nearly 11%.

$AVGO dropped almost 8%.

$NVDA fell more than 6%.

That's not investors suddenly deciding AI is over.

That's what happens when positioning gets too one-sided.

For months, money kept piling into the same winners because every pullback worked.

Today was a reminder that crowded trades can unwind much faster than they build.

The interesting part isn't today's decline.

It's what happens over the next few sessions.

If buyers step back in quickly, this will look like a reset.

If they don't, the market may be telling us that expectations had simply run too far ahead of reality.

That's what I'm watching.

#AI #Semiconductors #Stocks #Nasdaq #Investing

[Bertram Tomlinson @UtopiaModerna]

$BTQ (BTQ Technologies)

BTQ is no longer just a niche quantum computing startup. It's increasingly being re-rated as a post-quantum cybersecurity + quantum infrastructure platform, positioned to benefit from the coming transition to quantum-resistant encryption and next-generation security architectures.

Outlook:
Speculative bullish — long-duration technology story with significant optionality.

Key drivers:
• Growing urgency around post-quantum cybersecurity adoption
• Government and enterprise investment in quantum-safe encryption
• Strategic research partnerships and IP portfolio expansion
• Increasing institutional interest in quantum technologies
• Potential licensing and commercialization opportunities

Risks:
• Early-stage commercialization with limited revenue visibility
• Quantum adoption timelines remain uncertain
• Funding and dilution risk
• High volatility and sentiment-driven trading

Trading framework:
• Support: $2.80–$3.20
• Accumulation zone: ？
• Breakout trigger: ？
• Risk control: $2.60

Core view:
BTQ is a quantum infrastructure cycle + cybersecurity re-rating story. The thesis is no longer just quantum research exposure, but a combination of:
post-quantum security + government demand + intellectual property leverage

Best suited for aggressive growth investors and swing traders rather than conservative long-term portfolios.

#BTQ #QuantumComputing #CyberSecurity #AIStocks #SmallCaps #Technology #WallStreet

[Bertram Tomlinson @UtopiaModerna]

$COHR

Severe "Traffic Jams" Within AI Systems: Light-Speed ​​Connectivity Becomes a Necessity The speed of data transmission between servers within data centers has emerged as the primary constraint on AI development, as traditional solutions can no longer keep pace.

$COHR
(Coherent), a leader in lasers and optical components, is perfectly positioned to address this critical real-world pain point. The Larger the AI ​​Cluster Scale → The More Urgent the Need for High-Speed ​​Optical Modules →
$COHR

Sees Accelerated Order Fulfillment. Currently trading around $360.00; it has rallied recently alongside the AI ​​optics sector. Support level: $340.00. Resistance level: $380.00. Medium-term target: $420.00–$450.00. Will optical interconnects be the next major growth catalyst for AI? #stock #ai #QQQ #NVDA #StockMarket #BRUN #BRAI #SAIC #COHR

[Bertram Tomlinson @UtopiaModerna]

U.S.-China-EU Relations: Trade Rebalancing and "De-risking." The EU's trade deficit with China persists (exceeding €300 billion), prompting the development of new tools to address China's "overcapacity" (specifically in EVs, solar products, and steel). Concurrently, European leaders are visiting China to strengthen cooperation, viewing the country as an alternative partner amidst U.S. tariff policies.
Given China's substantial trade surplus, the EU is advancing its economic security agenda (focusing on critical infrastructure and subsidy scrutiny).
U.S. tariff policies are exacerbating global uncertainty, thereby necessitating multilateral adjustments.
Policies enacted by the Trump administration—driven by an "America First" agenda—have compelled the EU and China to reposition themselves within an emerging multipolar world order. While potential for cooperation exists (e.g., in green technologies), competition (in technology and subsidies) and security concerns remain the dominant themes. Overall Outlook: The global economy demonstrates resilience (driven by AI and fiscal support), yet significant downside risks persist (including escalating conflicts, trade wars, and sticky inflation). Investors are closely monitoring signals from the Federal Reserve and the ECB, as well as developments in commodity markets and geopolitics. It is advisable to focus on portfolio diversification and defensive assets, while tracking the latest developments regarding the ceasefire in the Middle East and trade negotiations among the U.S., China, and the EU. These interconnected factors could trigger increased market volatility during the second half of 2026.
Data is sourced from reliable channels including the IMF, the World Bank, Reuters, and Bloomberg; actual market conditions are subject to the latest official releases.
#stock #ai #QQQ #NVDA #StockMarket #BRUN #BRAI #SAIC #COHR

[Bertram Tomlinson @UtopiaModerna]

$COHR +18.8%
The Larger the AI ​​Cluster Scale → The More Urgent the Need for High-Speed ​​Optical Modules → $COHR Sees Accelerated Order Fulfillment
#stock #ai #QQQ #NVDA #StockMarket #BRUN #BRAI #SAIC #COHR

[Bertram Tomlinson @UtopiaModerna]

$COHR
Severe "Traffic Jams" Within AI Systems: Light-Speed ​​Connectivity Becomes a Necessity

The speed of data transmission between servers within data centers has emerged as the primary constraint on AI development, as traditional solutions can no longer keep pace.
$COHR (Coherent), a leader in lasers and optical components, is perfectly positioned to address this critical real-world pain point.

The Larger the AI ​​Cluster Scale → The More Urgent the Need for High-Speed ​​Optical Modules → $COHR Sees Accelerated Order Fulfillment.
Currently trading around $360.00; it has rallied recently alongside the AI ​​optics sector.
Support level: $340.00.
Resistance level: $380.00.
Medium-term target: $420.00–$450.00.

Will optical interconnects be the next major growth catalyst for AI?
#stock #ai #QQQ #NVDA #StockMarket #BRUN #BRAI #SAIC #COHR

[Bertram Tomlinson @UtopiaModerna]

$COHR
Severe "Traffic Jams" Within AI Systems: Light-Speed ​​Connectivity Becomes a Necessity

The speed of data transmission between servers within data centers has emerged as the primary constraint on AI development, as traditional solutions can no longer keep pace.
$COHR (Coherent), a leader in lasers and optical components, is perfectly positioned to address this critical real-world pain point.

The Larger the AI ​​Cluster Scale → The More Urgent the Need for High-Speed ​​Optical Modules → $COHR Sees Accelerated Order Fulfillment.
Currently trading around $360.00; it has rallied recently alongside the AI ​​optics sector.
Support level: $340.00.
Resistance level: $380.00.
Medium-term target: $420.00–$450.00.

Will optical interconnects be the next major growth catalyst for AI?
#stock #ai #QQQ #NVDA #StockMarket #BRUN #BRAI #SAIC #COHR

[Bertram Tomlinson @UtopiaModerna]

Oil Prices Fluctuate at Elevated Levels; Energy Cyclical Stocks Attract Investor Capital
Influenced by the situation in the Strait of Hormuz, international oil prices continue to hold above the $80 mark.
The energy services and oil & gas exploration sectors staged a collective rebound, with individual stocks such as $DWSN and $REPX demonstrating strong performance.
Tensions in the Middle East have driven oil prices higher. The higher oil prices rise, the greater the earnings for companies involved in oil extraction, exploration, and energy services—hence the upward trend observed in these stocks.
#stock #ai #QQQ #NVDA #StockMarket #BRUN #BRAI #SAIC

[Bertram Tomlinson @UtopiaModerna]

$SAIC +13.5%
$BRAI +1%
Braiin Ltd is an Australian technology company that leverages its proprietary intellectual property and patented Artificial Intelligence/Machine Learning (AI/ML) technologies to deliver actionable insights across vertical sectors such as agriculture, real estate technology, and Customer Experience-as-a-Service (CXaaS).
Science Applications International Corporation primarily provides technology, engineering, and enterprise IT services to the U.S. government. Specifically, it offers end-to-end solutions encompassing the design, development, integration, deployment, management, operations, maintenance, and security of its clients' entire IT infrastructure.
#stock #ai #QQQ #NVDA #StockMarket #BRUN #BRAI #SAIC

[Bertram Tomlinson @UtopiaModerna]

$BRAI / $SAIC – AI Is Stepping Out of the Screen and Into the Real World

AI is no longer just chatbots on your phone. It’s starting to enter our cars, factories, and everyday life.$BRAI and $SAIC have clear positioning in AI-powered vehicles, intelligent driving, and industrial AI applications — perfectly capturing the critical wave of AI moving from virtual to physical reality.

Simple Logic:
Accelerating adoption of autonomous driving and smart vehicles → AI computing power shifting from the cloud to the vehicle edge → Visible increase in orders and real-world deployment projects.The true commercial value of AI will ultimately be realized through physical-world applications. These two stocks represent the important trend of AI transitioning from the cloud to vehicles and industrial scenarios, making them worthy of medium-to-long-term attention. Do you believe AI will be adopted quickly in the automotive and industrial sectors?

Feel free to share your thoughts!If you need my take-profit levels, stop-loss points, target prices, or position sizing suggestions, you can add my WhatsApp number and I’ll share them with you.

#stock #ai #QQQ #NVDA #StockMarket #BRUN #BRAI #SAIC

[Bertram Tomlinson @UtopiaModerna]

$BRAI / $SAIC – AI Is Stepping Out of the Screen and Into the Real World

AI is no longer just chatbots on your phone. It’s starting to enter our cars, factories, and everyday life.$BRAI and $SAIC have clear positioning in AI-powered vehicles, intelligent driving, and industrial AI applications — perfectly capturing the critical wave of AI moving from virtual to physical reality.

Simple Logic:
Accelerating adoption of autonomous driving and smart vehicles → AI computing power shifting from the cloud to the vehicle edge → Visible increase in orders and real-world deployment projects.The true commercial value of AI will ultimately be realized through physical-world applications. These two stocks represent the important trend of AI transitioning from the cloud to vehicles and industrial scenarios, making them worthy of medium-to-long-term attention. Do you believe AI will be adopted quickly in the automotive and industrial sectors?

Feel free to share your thoughts!If you need my take-profit levels, stop-loss points, target prices, or position sizing suggestions, you can add my WhatsApp number and I’ll share them with you.

#stock #ai #QQQ #NVDA #StockMarket #BRUN #BRAI #SAIC

[Bertram Tomlinson @UtopiaModerna]

New Fed Chair Kevin Warsh Sends First Clear Signal
In his first major speech since taking office, Warsh stated that "the current economy remains resilient, and we will not rush to implement drastic interest rate cuts," while also emphasizing that he will closely monitor the risks of overheating in AI-related investments.
The market quickly interpreted this as a hawkish stance; the yield on the 10-year U.S. Treasury note edged up to 4.35%, and high-valuation tech stocks—such as $NVDA, $TSLA, and $AVGO—generally came under pressure during early trading
#Stocks #Trading #DayTrading #Investing #USStocks

[Bertram Tomlinson @UtopiaModerna]

$ATVK +30%
Profit target achieved.
GlobalTek Ventures Inc, through its wholly owned subsidiaries, focuses on solid-state batteries, adaptive and robotic manufacturing, aerospace services, and high-end corporate housing.
#Stocks #Trading #DayTrading #Investing #USStocks

[Bertram Tomlinson @UtopiaModerna]

$BRUN is an emerging player providing precisely this type of AI-specific cloud infrastructure to large enterprises that prefer not to rely on external cloud providers.
If you are curious about how $BRUN will navigate its next steps,
feel free to leave a comment below or add me directly so we can discuss it together
#stock #ai #QQQ #NVDA #StockMarket #BRUN

[Bertram Tomlinson @UtopiaModerna]

Surging Demand for In-House Enterprise AI Computing Power: $BRUN Is Poised to Benefit Directly!

An increasing number of large enterprises no longer wish to rely entirely on external cloud providers, opting instead to take direct control of their own powerful AI computing capabilities. As a provider of specialized cloud infrastructure for AI, $BRUN is strategically positioning itself to capitalize on this high-growth market segment.
The trend toward the privatization of enterprise AI computing power → Creates a need for dedicated, high-performance platforms → BRUN is rapidly entering this space, unlocking significant potential for future growth. Current Price: $33
Support Level: $27
Resistance Level: —
Target Price: Short-term target set at $40+

An emerging player within the AI ​​infrastructure theme, this stock offers strong upside potential and is well-suited for short-to-medium-term monitoring as part of a sector rotation strategy. What are your thoughts on AI cloud infrastructure? Let's discuss!

#stock #ai #QQQ #NVDA #StockMarket #BRUN

[Bertram Tomlinson @UtopiaModerna]

Surging Demand for In-House Enterprise AI Computing Power: $BRUN Is Poised to Benefit Directly!

An increasing number of large enterprises no longer wish to rely entirely on external cloud providers, opting instead to take direct control of their own powerful AI computing capabilities. As a provider of specialized cloud infrastructure for AI, $BRUN is strategically positioning itself to capitalize on this high-growth market segment.
The trend toward the privatization of enterprise AI computing power → Creates a need for dedicated, high-performance platforms → BRUN is rapidly entering this space, unlocking significant potential for future growth. Current Price: $33
Support Level: $27
Resistance Level: —
Target Price: Short-term target set at $40+

An emerging player within the AI ​​infrastructure theme, this stock offers strong upside potential and is well-suited for short-to-medium-term monitoring as part of a sector rotation strategy. What are your thoughts on AI cloud infrastructure? Let's discuss!

#stock #ai #QQQ #NVDA #StockMarket #BRUN

[Bertram Tomlinson @UtopiaModerna]

May 29, 2026
The demand for enterprises to build their own "AI factories" is on the rise. Large corporations are increasingly reluctant to rely entirely on external cloud providers; instead, they seek to possess their own powerful and flexible AI computing capabilities.
$BRUN (Boost Run) is an emerging player that specializes in providing precisely this type of dedicated AI cloud infrastructure. Exploding demand for enterprise AI computing power → necessitates dedicated, high-performance cloud platforms → BRUN has precisely positioned itself within this sector.

A relatively fresh name within the AI ​​infrastructure theme, offering significant growth potential that warrants attention; it is well-suited for short-to-medium-term portfolio allocation. What are your thoughts on AI cloud infrastructure? Let's discuss!

#stock #ai #QQQ #NVDA #StockMarket #BRUN