Crossrôads

Investment enthusiast and aspiring PhD, guided by faith and family, with an unwavering belief that the best is yet to come.
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[Crossrôads @_Krossroads]

Hey, I recognize that stock at the top. $AEHR has been pretty decent.

One month until earnings!

[Sam Badawi @Sam_Badawi]

This year is shaping up to be another extraordinary year for stock pickers, with multiple names already posting multi-standard-deviation gains.

$AEHR +437%
$AAOI +385%
$MU +244%
$NBIS +178%
$AMD +139%
$CIFR +66%
$IREN +58%
$RKLB +47%
$IONQ +29%
$ASTS +13%
$AVGO +10%
$NVDA +10%
$ONDS -4%
$TSLA -10%
$HIMS -17%
$HOOD -18%
$OKLO -20%
$OPEN -24%
$PLTR -28%
$SOFI -37%

[Crossrôads @_Krossroads]

$AEHR is up nicely today, running with that space. They present at the William Blair Growth conference late this evening

[Crossrôads @_Krossroads]

$NU virtually every stock in the planet sells off after a CFO leaves. But 8% is a little aggressive for a planned exit when you're bringing in a guy with as deep a resume as their new CFO at the same time as they begin their expansion into the US.

[Crossrôads @_Krossroads]

$CRWV and $NBIS continue their very strong moves from yesterday. It would seem that the market perceives Google's massive announcement yesterday as a validation of the thesis.

While I think both will continue growing in the future, I think CoreWeave is still cheap here.

[Crossrôads @_Krossroads]

Short seller Andrew Left was found guilty of making money and making buy recommendations?

Not quite. I love the community notes feature

[Crossrôads @_Krossroads]

https://t.co/QwOwrJrg8B

[Crossrôads @_Krossroads]

$CRWV CoreWeave just launched Unified Agentic Tools which introduces a feedback loop between training and inference.

Rather than train models separately and deploy them, which is far less efficient, the agent continues to train while deployed.
$CRWV

[Crossrôads @_Krossroads]

SpaceX receiving $1.25b monthly from Anthropic might add even more fuel to a hot IPO.

Also interestingly, Anthropic is rumored to be making a profit of $559min their second quarter.

[Crossrôads @_Krossroads]

Sunday overnight action is 🟢.

[Crossrôads @_Krossroads]

$AEHR It's been interesting to watch the stock the past week, following the pullback which $POET kicked off in the silicon photonics space.

$TER reported on Tuesday. Great numbers, but the stock dropped by double digits yesterday; a drop that $AEHR didn't participate much in.

[Crossrôads @_Krossroads]

Link is here:

https://t.co/wWHs1ghLuV…

https://t.co/6zBhpfad33

[Crossrôads @_Krossroads]

$VG and Aktor LNG signed 20 year deals worth a total of $6b with Albania

[Crossrôads @_Krossroads]

$NVDA Nvidia is no longer a stablecoin!

While there are other names that have appreciated more, Nvidia is a company I thought I had missed, and was glad to finally buy into

[Tannor Manson @Futurenvesting]

NEW NVIDIA $NVDA ALL TIME HIGHS! 🥳

[Crossrôads @_Krossroads]

This was a name benefitting from the appreciation in silicon photonics stocks recently; a push that has also benefitted $AEHR, which is down 10% as well

I'll continue to hold the latter (and avoid POET) and would be quite happy with not seeing my $95 covered calls go next month

[Crossrôads @_Krossroads]

$POET announced an order cancellation from Marvell this morning and is now down nearly 50%.

The reason for the cancellation is Poet violated their NDA. I've always been skeptical of the company and it's leadership since they paid people to boost their stock several years ago

[Crossrôads @_Krossroads]

$BTC I've never understood these kinds of posts.

Run from Bitcoin?
Bitcoin is falling?
Bitcoin = Godzilla?

[Michael Saylor @saylor]

Incoming...

[Crossrôads @_Krossroads]

Fidelity plans to charge a $100 fee when you buy 120+ ETFs later this year.

The good news is that most of these ETFs aren't very popular, but the move is odd when contrasted with the move by most brokerages to reduce fees and expand investment choices

[ETF Tracker @TheETFTracker]

FIDELITY IS ABOUT TO CHARGE YOU $100 TO BUY CERTAIN ETFS

Starting June 1, 2026 the list of affected funds grows from 27 to 120+

Here are some of the ETFs now affected:
$MAGS Roundhill Magnificent Seven ETF
$QDTE Roundhill Innovation-100 0DTE Covered Call ETF
$YBTC Roundhill Bitcoin Covered Call Strategy ETF
$IVES Dan Ives Wedbush AI Revolution ETF
$XOVR CrossingBridge Responsible Credit ETF
$NFLW Roundhill NFLX WeeklyPay ETF

Roundhill alone has 40+ funds on the list

Fidelity's position: ETF issuers who don't pay Fidelity a direct fee to support platform availability get passed to investors as a $100 charge per purchase

Schwab, Robinhood, and Vanguard do not apply this fee on the same funds

[Crossrôads @_Krossroads]

I'm quite excited by the early look at this. Great launch,

[Crossrôads @_Krossroads]

It's nice to see $SOFI's $SOFIUSD stablecoin hit $100m this quickly.

This will get quite interesting if the Clarity Act (in any form) passes, as they're well-positioned to benefit, and other companies may be waiting to see what happens before significant further adoption.

[Crossrôads @_Krossroads]

$NVDA It's weird to see stablecoins move this much.

On a serious note, I still don't feel like I have enough Nvidia, but this stable price action has been a gift for DCAing