迷药

A veteran investor with 17 years of experience in Japan and the U.S.
Current AUM: $300M / Sharing daily "real-time" updates on stock investing and economic tren

[迷药 @__PinkLoud]

Investing into these 10 stocks will set you up to be rich before 2030. My June recommendations:
1. $SOFI
2. $NOW
3. $ZETA
4. $HOOD
5. $HIMS
6. $META
7. $MSFT
8. $APP

9. $ONDS

10. $PATH

These stocks can easily be the next names to lead the markets. Don’t miss out…

[迷药 @__PinkLoud]

Iran is threatening to hit back after the U.S. bombed their missile sites and boats. The U.S. says it was self-defense, Iran calls it a ceasefire breach. Big geopolitical risk for markets. If things escalate, defense stocks could pop, but airlines, transport, and tech might suff

[迷药 @__PinkLoud]

If you’re looking to create generational wealth in 2026 then you must have these 5 stocks in your portfolio…

1. Rocket Lab $RKLB

2. Nebius $NBIS

3. Tesla $TSLA

4. Nokia $NOK

5. ServiceNow $NOW.NE

"Daily free stock picks. Like & Follow for instant DM with tickers.

[迷药 @__PinkLoud]

S&P 500 just hit a new ATH of 7,400

After closing 6 consecutive weeks in green, stocks have opened another week in green

Meanwhile, Oil prices are still going up, no US-Iran negotiation is happening, and consumers are struggling

Pitchfork.April CPI.3.8% in April.3.8% in April

[Sun Liao @sunxliao]

The market has endless opportunities.

No FOMO... this week alone we nailed:

$AMD: +26.08%
$AXTI: +20.13%
$DGXX: +73.11%
$IREN: +32.64%
$KEEL: +27.65%
$SLNH: +18.83%
$SNDK: +27.67%
$WYFI: +27.47%

And now, I think space stocks are back:

$ASTS at $75.05
$BKSY at $39.45
$FLY at $39.68
$LUNR at $28.97
$MNTS at $5.46
$PL at $39.04
$RDW at $11.07
$RKLB at $105.47
$SATL at $7.57
$SIDU at $3.41
$SPIR at $18.49
$UFO at $54.50
$VELO at $13.46
$VOYG at $29.74

Couple new tickers incoming...

Follow the right traders on X! 🔥🫡

[Coin Bureau @coinbureau]

🚨 THE S&P 500 WITHOUT AI TELLS A VERY DIFFERENT STORY

From May 2024 to June 2026, the S&P 500 soared 142%. But excluding AI stocks, the broader market gained just 16%.

The gap highlights how a handful of AI giants are driving nearly all market gains, fueling growing concerns that the current bull market is becoming dangerously reliant on the AI trade alone.

[Cole Grinde @GrindeOptions]

I think the following stocks you cannot go wrong with owning over the long term: 👇

1. $TSLA

2. $NVDA

3. $AMZN

4. $GOOGL

5. $IREN

6. $MU

7. $SOFI

8. $META

9. $NBIS

10. $DRAM

11. $PLTR

12. $NOK

13. $MSTR

14. $LMND

15. $RKLB

16. $AMD

17. $SPOT

What other stocks could you add for the next 5+ years?

[Shay Boloor @StockSavvyShay]

MY 3 FAVORITE SPACE ECONOMY STOCKS

1. $RKLB (Vertically Integrated Defense Prime)

Rocket Lab is the only company outside of SpaceX that's executing as a vertically integrated space prime with Q1 2026 revenue growing 64% YoY to a record $200M, backlog jumped to $2.2B (+108% YoY, +20% sequentially) & management booked more Electron, HASTE & Neutron launches in Q1 alone than it did in all of 2025.

Rocket Lab is becoming a launch, space systems & national security platform with real scale, real backlog & a $2B+ liquidity position to keep consolidating the space stack. The $190M Anduril HASTE deal, $816M SDA award, Mynaric, Geost & Motiv acquisitions all point toward a company that could become a $100B space prime one day with Neutron’s first launch in Q4 2026 as the next major catalyst.

2. $ASTS (Tower in the Sky)

AST SpaceMobile building one of the most ambitious communications networks in the world with a D2C satellite broadband that works with unmodified smartphones with largest commercial phased-array antennas ever placed in low Earth orbit.

The constellation is the wireless infrastructure layer for the 4 billion people without reliable cellular coverage with carrier partnerships already locked in across AT&T, Verizon, Vodafone, Rakuten & dozens more covering several billion subscribers globally. AST also has $1.2B in contracted revenue commitments, BlueBird 8-10 scheduled on a SpaceX Falcon 9 in mid-June & 32 next-gen satellites in advanced assembly at its 500K+ square foot Texas factory.

3. $PL (Eyes From Above)

Planet Labs is becoming the AI-enabled global monitoring that defense & intelligence agencies are standardizing on with Q4 revenue growing 41% YoY to a record $87M & customer list now includes NATO, the NRO, U.S. Navy, NASA & international defense agencies.

AI changes the value of Planet’s data because daily satellite imagery alone can become commoditized but daily imagery combined with AI-enabled change detection & broad-area monitoring becomes an intelligence platform. With $GOOGL AI partnership & a customer mix shifting toward sticky multi-year defense subscriptions, Planet is becoming more of an operating system for global visibility.

[Sunil Gurjar, CFTe @sunilgurjar01]

Stocks market timings around the 🌎:

[StockWhale @thestockwhale]

We've made millions together with space stocks.

Here's what to expect moving forward, and the best names in this industry:

1. Planet Labs $PL
2. Intuitive Machines - $LUNR
3. BlackSky $BKSY
4. RocketLab $RKLB
5. AST SpaceMobile $ASTS
6. RedWire $RDW
7. Satellogic $SATL
8. FireFly Aerospace $FLY

All my buy and sell signals in Discord @ https://t.co/GaBnArAAKe.

[Futurist | 10x Disruptive Stocks @futurist_lens]

The White House just made grid infrastructure a national priority.

That changes everything.

Transformers.
Transmission lines.
Substations.
High-voltage breakers.

When national security depends on the grid, capital follows.

Bookmark this.

• Transmission Buildout → $PWR $MYRG
• Power Systems → $ETN $HUBB
• Data Center Power → $VRT
• Grid / Transformers → $GEV
• Components / Hardware → $NVT $PLPC $ASMC
• Smart Grid / Backup → $ITRI $GNRC

America needs more power.

Own the companies building it.

[Investing.com @Investingcom]

💰💸FIND WINNING STOCKS FOR THE WEEK AHEAD WITH PRO PICKS AI!

➡️TAP HERE TO UNLOCK MAY’S LIST OF STOCK WINNERS: https://t.co/C3cal8YGZ2 💸

[Patient Investor @patientinvestor]

Quality stocks trading near their 52-week lows:

Berkshire $BRK: -13%

McDonald's $MCD: -16%

Mastercard $MA: -17%

Moody's $MCO: -17%

Markel $MKL: -18%

Home Depot $HD: -23%

Otis Elevators $OTIS: -24%

S&P Global $SPGI: -26%

Nike $NKE: -44%

[Futurist | 10x Disruptive Stocks @futurist_lens]

The pattern that creates millionaires never changes.

$NVDA → early believers became millionaires
$TSLA → early believers became millionaires
$PLTR → early believers became millionaires

Now the next disruptive themes are forming:

Bookmark this.

• Photonics → $AAOI $AXTI $AEHR $LITE
• Space → $RKLB $ASTS $LUNR $PL
• AI Infra → $NBIS $VRT $IREN
• Energy → $CEG $VST $OKLO $SMR
• Power Semis → $VICR $NVTS $MPWR $ON
• AI Inference → $AMD $ARM $INTC $RMBS
• Robotics → $TSLA $VPG $SYM $OUST
• Quantum → $IONQ $INFQ $RGTI
• Rare Earths → $MP $UUUU $USAR

Get my Top 5 disruptive stocks on Substack.
Free. No paywall.

https://t.co/DGS6tWOxF9

[Sunil Gurjar, CFTe @sunilgurjar01]

HIGH DIVIDEND YIELD STOCKS 📊🔥

1.Vedanta Ltd.
2.Hindustan Zinc Ltd.
3.Coal India Ltd.
4.Balmer Lawrie & Co Ltd.
5.PTC India Ltd.
6.Nirlon Ltd.
7.Oil & Natural Gas Corp Ltd.
8.REC Ltd.
9.VST Industries Ltd.
10.Gujarat Narmada Valley Fertilizers & Chemicals Lid
11.RITES Ltd.
12.HeidelbergCement India Ltd.
13.Gujarat State Fertilizers & Chemicals
14.Castrol India Ltd.
15.Power Grid Corp of India Ltd.
16.Power Finance Corp Ltd.
17. Sanofi India Ltd
18.Gujarat Pipavav Port Ltd.
19.Indian Oil Corp Ltd.
20.NMDC Ltd.

Dis - Not Buy/Sell Reco✅

[The Kobeissi Letter @KobeissiLetter]

Overseas investors are piling into US stocks:

Foreign investors now allocate a record 63% of their US financial assets to equities.

This percentage has more than DOUBLED since the 2008 Financial Crisis.

This also surpasses the 2000 Dot-Com Bubble peak by ~10 percentage points.

By comparison, the long-term average allocation is ~40%.

As a result, foreign investors now own a record $21.3 trillion in US stocks and equity funds, surging +170% since 2020.

Foreign investors are doubling down on US markets.

[Lin @Speculator_io]

Themes stocks are back:

𝗥𝗮𝗿𝗲 𝗘𝗮𝗿𝘁𝗵𝘀
$NB +18.84%
$UAMY +13.93%
$TMRC +10.57%
$TMC +8.16%
$USAR +7.42%
$UUUU +6.88%

𝗤𝘂𝗮𝗻𝘁𝘂𝗺
$QBTS +19.56%
$IONQ +19.41%
$QUBT +15.47%
$ARQQ +15.03%
$RGTI +12.09%

𝗔𝗜 𝗦𝘂𝗽𝗽𝗹𝘆 𝗖𝗵𝗮𝗶𝗻
$SIVE +30.20%
$AIXA +20.35%
$IQE +12.97%
$ALRIB +9.00%

𝗗𝗮𝘁𝗮 𝗖𝗲𝗻𝘁𝗲𝗿𝘀
$NUAI +15.35%
$ORCL +4.77%

𝗦𝗽𝗮𝗰𝗲
$YSS +14.02%
$VSAT +4.65$
$TSAT +4.55%

𝗙𝗶𝗻𝗧𝗲𝗰𝗵
$ROOT +12.07%
$HOOD +10.18%
$PGY +8.92%
$DAVE +7.47%
$AFRM +6.57%

𝗗𝗿𝗼𝗻𝗲𝘀
$OSS +11.19%
$UMAC +7.29%
$ONDS +5.32%

𝗕𝗮𝘁𝘁𝗲𝗿𝗶𝗲𝘀
$EOSE +11.71%
$KULR +10.97%
$MVST +8.96%
$TE +8.23%
$NEOV +6.47%

𝗡𝘂𝗰𝗹𝗲𝗮𝗿
$SMR +14.10%
$ASPI +7.80%
$OKLO +7.58%

𝗥𝗼𝗯𝗼𝘁𝗶𝗰𝘀
$ARBE +9.86%
$RR +6.73%
$SERV +6.15%

𝗔𝗩𝘀
$AUR +12.63%
$PONY +7.72%
$UBER +6.39%
$MVIS +4.38%

𝗖𝗿𝘆𝗽𝘁𝗼
$ORBS +14.69%
$ASST +8.53%
$COIN +5.50%

𝗛𝗲𝗮𝗹𝘁𝗵
$TEM +12.66%
$HIMS +11.56%
$RXRX +5.37%

Explore all the leading themes here:
https://t.co/8sdF5htwKA

[Michael | Hypermarkets @itsmichaelluu]

In 2 years, BE spiked 2100% from $10 to $220.

Right now, Data centers is 7% of total US power demand and will increase 20% in a decade.

Top 20 stocks with exact same set-up as BE:

1. FLNC (Fluence Energy)
Grid-scale battery storage stabilizing renewable power for AI campuses.
Buy zone: $11–$14 key support where buyers historically step in.

2. EOSE (Eos Energy)
Long-duration zinc batteries providing 8–24hr AI data center backup.
Buy zone: $5–$7 discounted near 52-week lows before AI contract momentum.

3. SMR (NuScale Power)
Only NRC-certified small modular reactor for clean AI baseload power.
Buy zone: $8–$11 strong demand floor before nuclear policy catalysts hit.

4. NNE (NANO Nuclear Energy)
Portable microreactors delivering off-grid power directly to AI campuses.
Buy zone: $18–$22 near 52-week low before DOE contracts accelerate.

5. UUUU (Energy Fuels)
Domestic uranium and rare earth mining fueling America's AI-era reactors.
Buy zone: $16–$19 consolidation zone before uranium supply squeeze reprices.

6. LTBR (Lightbridge)
Advanced nuclear fuel rods boosting reactor output for AI power demand.
Buy zone: $10–$13 proven technical support before commercial fuel contracts begin.

7. MIR (Mirion Technologies)
Radiation detection systems keeping AI-era nuclear power plants operating safely.
Buy zone: $14–$17 sitting near 52-week low; analysts target $28–$30.

8. IONQ (IonQ)
Quantum computing platform optimizing AI workloads and energy efficiency. (my favorite)
Buy zone: $33–$38 key support level it bounced hard from in March.

9. PLUG (Plug Power)
Hydrogen fuel cells providing clean zero-emission backup for AI server farms.
Buy zone: $1.50–$2.50 deep value after earnings turned positive in Q4.

10. SHLS (Shoals Technologies)
Electrical balance-of-system hardware connecting solar farms to AI grids.
Buy zone: $5–$7 oversold after selloff; analysts still targeting $9–$12.

11. ARRY (Array Technologies)
Solar tracker systems maximizing cheap daytime energy feeding AI grid storage.
Buy zone: $5–$7 off 75% from highs on temporary 2026 outlook miss.

12. NRGV (Energy Vault)
Gravity and battery hybrid storage anchoring renewable-powered AI data centers.
Buy zone: $2–$3.50 just turned EBITDA positive with AI data center deals.

13. STEM (Stem Inc)
AI-driven software optimizing battery dispatch for data center grid participation.
Buy zone: $7–$9 first-ever positive EBITDA gives floor ahead of re-rate.

14. CNP (CenterPoint Energy)
Regulated utility expanding transmission capacity serving high-growth AI demand zones.
Buy zone: $28–$32 strong base where dividend yield becomes highly attractive.

15. CLNE (Clean Energy Fuels)
Renewable natural gas infrastructure offering low-carbon AI backup power fuel.
Buy zone: $1.50–$2 near multi-year lows before LNG demand surge hits.

16. UEC (Uranium Energy Corp)
In-situ uranium recovery supplying domestic nuclear fuel for AI-era reactors.
Buy zone: $5–$7 low-cost producer positioned before domestic uranium mandate.

17. AROC (Archrock)
Natural gas compression services enabling steady fuel supply for AI data centers.
Buy zone: $20–$24 pullback into prior base before gas demand re-accelerates.

18. RUN (Sunrun)
Distributed solar and storage forming virtual power plants for AI grid relief.
Buy zone: $6–$8 washed out on rate fears; virtual grid narrative not priced in.

19. TPVG (TriplePoint Venture Growth)
Venture lending to clean energy startups powering the AI infrastructure buildout.
Buy zone: $3.50–$4 high yield entry before clean energy lending cycle turns.

20. PWR (Quanta Services)
Electric grid construction contractor building the infrastructure every AI data center needs.
Buy zone: $30–$35 multi-year support before $50B grid backlog fully reprices.

Remember, these have 2000%–5000% potential just like OKLO. When it ran from $7 to $170. My favorite is IONQ first public quantum company to exceed $100M in annual revenue, guiding $225–$245M for 2026, with $3.3B in cash and zero debt. It's operating at a fundamentally different scale than the others, which is why it's already broken above $40.

♻️ RESHARE this post and share 1 comment, and I'll DM you my analysis for LITE, POET and LWLG.

[Futurist | 10x Disruptive Stocks @futurist_lens]

The next wave of millionaires come from these 5 themes:

Bookmark.

• Space - $RKLB $ASTS $PL $BKSY $SATL $SIDU
• Photonics - $AAOI $AXTI $AEHR $POET
• AI infra - $NBIS
• AI Power- $NVTS $WOLF $VICR $AOSL
• Defense Tech - $ONDS $KTOS $RCAT $MOB

Follow the right people on X

[Value Investing Edge @StonkValue]

Top 25 stocks with strongest earning cycle and it’s future revenue projections -

1. $ONDS | 605%
2. $FLY| 44.7%
3. $AMPX | 189%
4. $NBIS | 547%
5. $AAOI| 148%
6. $CIFR | 48%
7. $IREN | 54%
8. $IONQ | 428%
9. $SATL | 95%
10. $ALAB |92%
11. $LITE | 65%
12. $LPTH |120%
13. $CRDO |201%
14. $PLTR| 85%
15. $QBTS |86%
16. $IBRX | 400%
17. $SNDK |251%
18. $TER| 87%
19. $WDC |45%
20. $STX| 40%
21. $TEM| 75%
22. $RDDT |69%
23. $BE |130%
24. $NVDA |78%
25. $CRWV | 110%

Bookmark this post for your research!
Invest in the best ones!!!