Jacob

cool 😎

[Shay Boloor @StockSavvyShay]

Green everywhere.

[Evan @StockMKTNewz]

SpaceX $SPCX stock is now up by more than 10% so far today

🟢🟢🟢🟢🟢🟢🟢🟢🟢🟢

[The Analyst @MMatters22596]

AI-Infrastructure isn't actually the biggest opportunity in the market anymore.

It's software.

This is most likely going to be the best performing sector over the next 2 years.

Here are the best setups with my LT price-targets:

1. $RDDT - $446

One of the fastest growing software companies right now, currently forming a generational bottom.

Deals with $GOOG and OpenAI for Data licensing.
This is turning into a cash machine.

2. $NOW - $438

Massive Insider buys from the CEO.
Turning into the contro-tower for Enterprise AI Integration.

CEO convinced of it becoming a $1T company.
That'd be a 10x from here.

3. $APP - $1365

AI-Driven advertising platform.
The platform is evolving rapidly due to AI and a growing market.

Growing at over 40% annually with a 72% FCF margin.
This is a one of one company trading at an extreme discount.

4. $TEAM - $843

High-quality SaaS compounder in the middle of a successful cloud + AI transition.

Margins, predictability and scalibility are improving, while AI is being turned into a competitive advantage with strong monetization.

All of these stocks have been sold off due to AI-Disruption concerns.

But all of these stocks are now massively profiting from it.
Growth is accalerating, margins improving and the moat is getting wider.

You will never again get such an opportunity on SaaS stocks.

[amit @amitisinvesting]

Took some trades on SpaceX $SPCX today. Bought and sold for a few bucks, but this thing is absurdly volatile, which ironically will attract many traders.

130M shares traded after 500M traded on Friday.

Options open up tomorrow and I would bet that $SPCX is in the top 5 daily, like $NVDA and $TSLA, for most calls/puts traded every single day.

Holding a $2.3T valuation on $20B of revenue, Elon said over the weekend he feels revenue can 50x by 2030 to $1T.

Who’s buying?

$SPCX +11%

[Trade Whisperer @TradexWhisperer]

Holy Shit

$SNDK From $214 → $2100
$MU From $62 → 1074

Since my Bargain of the Century callout. Thousands of conviction posts. The receipts are public.

Stop asking what's next. It's staring right at you.

Choose your notifications wisely $DRAM

[Jacob @_Dorian201]

@TradexWhisperer Big moves always look obvious in hindsight, but markets still price uncertainty in real time. 👀 That’s why platforms like #MEXC Prediction Masters stand out and turning bold calls into structured predictions where conviction meets probability.

https://t.co/50C4czhPI3

[Wave 3 Trades @wave3trades]

$ONDS with another failure to reclaim $10

Consistent closes above the 200 day and I am still bullish

Let's see how the rest of the day goes!

[Wayne Liang @wliang]

A common misconception is that mega caps don't deliver multi-baggers...

Unless you followed my calls on:

$MU from ~$118 to $1,000+ (~9x)
$INTC from ~$25 to $130+ (~5x)
$SNDK from ~$500 to ~$2,000+ (~4x)
$AMD from ~$200 to $500+ (~2.5x)

You just have to be early on the thesis before the consensus catches up.

Whether it's small cap asymmetric swings or large cap long-term holds, I'll always share my notable finds and theses with you guys!

[UNKNOWN TRADER @Learnernoearner]

#PEPE $PEPE LONG TRADE

ENTRY: 0.000003003

TARGET: 0.00000334

STOPLOSS: 0.000002935

[Jacob @_Dorian201]

@MEXC these events make it even more fun and rewarding.

[Jacob @_Dorian201]

The Fed's been holding strong lately with inflation still a factor. I'm guessing just 1 rate cut this year. Excited for more US REALSTOCK trading on #MEXC too!

[MEXC @MEXC]

☕ “Fed Rate Guess” Challenge: guess to win 1 month of trading coffee!

How many rate cuts do you expect from the Fed this year?

1️⃣ Repost this post
2️⃣ Comment your guess + UID + #WallStreetMonth

🎁 1 winner gets 1 month of trading coffee. Ends June 17.

[Paradis Labs @ParadisLabs]

There is no stock market bubble.

Large Cap Fwd P/E's (2027/28) & Analysis:

$NVDA: 22.9x -> 16.1x
$GOOGL: 24.8x -> 20.6x
$MSFT: 20.2x -> 16.8x
$AMZN: 24.2x -> 17.9x
$META: 15.7x -> 13.8x
$AVGO: 19.7x -> 16.2x

Analysis:

$NVDA: 16.1x (2028) on >40% growth is the market pricing a sharp deceleration. But Vera Rubin in full priduction + ramping in H2. Feel like the market is pricing in ASIC share erosion heading into 2028, but then you've got CPO coming soon.

$GOOGL: The most priced to perfection on this list on cloud backlog + Search re-acceleration. But you've got things like TPUs, OCS + Jupiter fabric as a structural cost edge. Gemini too.

$MSFT: Stupid cheap. Maia live in DCs for Copilot/foundry inference. Targeting ~50% of AI compute on own silicon by 2028. Rights to OAI's chip designs.

$AMZN: Tough company to model margin trajectory on tbh. AWS acceleration + retail/advertising operating leverage make the earnings base the most optionality-driven & hardest to pin. And Trainium shipping, anchored by Anthropic. Plus at what point do robotics/automation start to ramp?

$META: Very cheap due to a "trust discount" on their AI capex, not an earnings problem. If the capex visibly converts to revenue/margin, you get both EPS upside + multiple re-rating.

$AVGO: Steep de-rating after their earnings report last week mainly because of ASIC ramp. On CPO, there's arguments to be made that Broadcom wins over Nvidia longer-term.

Personally, I'll be buying Nvidia, Microsoft, Meta and Broadcom a little more heavily through Q3-Q4.

I highly doubt we'll see such compressed valuations in quality tech names for a very long time.

Caveat: 2028 PE's are via my own EPS modelling.

[The Analyst @MMatters22596]

Insiders are only buying for one reason.

These are the most attractive setups with recent insider buys:

1. $OSCR
CEO Mark Bertolini bought $11.920M in the open market.
Growing revenue by over 60% YoY.
And the move has only just staarted.

2. $NOW
CEO Bill McDermott bought nearly 29 thousand shares for over $3M
One of the most important platforms for AI Enterprise Integration.
This is a generational buying opportunity.

3. $EOSE
CEO Joe Mastrangelo bought nearly 84 thousand shares in march.
The company is selling groundbreaking technology, the only important question is how well the management can execute.
That's why confidence signals like this are extremely important for this stock.

4. $SOFI
CEO Anthony Noto bought over $2M of shares over the last 2 months. The fact that his base salary is only $1M makes this even more interesting.

The stock is currently down 50% from the last high, and about to build a generational bottom.

Which of there are you invested in?

[Shay Boloor @StockSavvyShay]

10 stocks near 52-week lows where the stock is broken but the business isn’t:

1. $PLTR | Palantir
2. $MSFT | Microsoft
3. $META | Meta
4. $SOFI | SoFi
5. $MELI | MercadoLibre
6. $SE | Sea Limited
7. $UBER | Uber
8. $NFLX | Netflix
9. $MA | Mastercard
10. $GRAB | Grab

[Punter Phil⚽️ @punter_phil]

🌎🏆 World Cup Predictions (Sunday)

Share yours below ⬇️

[Jacob @_Dorian201]

@punter_phil Got your World Cup predictions ready? Put them to the test on #MEXC Prediction Masters, where every matchday is a chance to prove your football knowledge and compete for rewards. Germany to score 3 goals and above, Share your picks and join the action!

https://t.co/50C4czhPI3

[Merlijn The Trader @MerlijnTrader]

The bounce I called all week is here.

Bitcoin 4H bouncing off support.

Targets up:
$66K. $67K. $69-71K.

My shorts are stacked in the $67K and $69-71K zones.

Target down: $56,680.

This is not a trend reversal.
This is the relief before the real flush.

Don't fight the bounce.
Use it to position short.

[Evan @StockMKTNewz]

Here are the best and worst performing S&P 500 stocks over this past week

Best:

🥇 KLA Corp $KLAC: +32%
🥈 Sandisk $SNDK: +27%
🥉 Intel $INTC: +26%

Worst:

💩 Super Micro $SMCI: -27%
Adobe $ADBE: -19%
$PTC: -17%

[Modulate @modulate_ai]

100k hrs/mo on Google Speech-to-Text = $96,000.
Same volume on Modulate = $3,000.

Your finance team will want to read this ↓

[Shay Boloor @StockSavvyShay]

$NVDA CEO Jensen Huang praised $NBIS at its Inflection event saying it rebuilt its platform for the AI era & scaled “from one data center to gigawatt scale AI factories in just two years.

Nebius is positioning itself for the next AI cloud shift by moving from tokenmaxxing to valuemaxxing with infrastructure built where demand actually lives.