joepaa

Looking for my missed connection at Jack London square 9/3/2018 labor day outside Scott's seafood at 330pm

[joepaa @_joepaa]

https://t.co/O1eGq2pmsE https://t.co/PwvxmHgQef https://t.co/9E9yl03gQg You do understand that even with a tremendous edge once you start risking more than 25% of your bankroll or so on any single trade going broke becomes a mathematical certainty, right?

[PotentialShift @PotentialShift]

@JohnLoc18 You do understand that even with a tremendous edge once you start risking more than 25% of your bankroll or so on any single trade going broke becomes a mathematical certainty, right?

Not a possibility. A certainty.

https://t.co/1CmOiQihis

[Ricardo @R1chardMaur1ce]

WHY CATCHING A FALLING KNIFE IS A BAD IDEA

Legendary investors tell you to avoid catching a falling knife, and here's an example as to why using $NFLX. Guess which one has a much lower cost basis?

[Michael | Hypermarkets @itsmichaelluu]

$SPCX shares are priced at $135 for its $2 trillion IPO.

Its return is 100x-200x by 2035.

These 20 companies will benefit the most:

1. $BKSY ~$34
AI-ready Earth observation satellites feed SpaceX orbital intelligence layer.

2. $SPIR ~$20
Space data analytics monetizing SpaceX's growing orbital constellation.

3. $ACHR ~$5
Air mobility networks integrate with Starlink's low-latency infrastructure.

5. $SATL ~$7
High-resolution imaging complements SpaceX orbital AI compute constellation data.

6. $VIAV ~$50
Optical networking components critical for Starlink ground station upgrades.

7. $OUST ~$40
Sensor fusion tech supports SpaceX booster catch reusability automation.

8. $GILT ~$15
Satellite ground infrastructure scales alongside Starlink enterprise deployments.

9. $POET ~$11
Optical interposer chips slash data center power costs inside COLOSSUS AI cluster.

10. $ARQQ ~$12
Quantum encryption securing Starshield government classified orbital networks.

11. $TWST ~$74
Synthetic biology tools accelerate SpaceX long-term Mars life support research.

12. $LUNR ~$30
NASA lunar lander tech directly supports SpaceX Moon base buildout.

13. $AEVA ~$24
LiDAR sensors enable autonomous Starship landing and booster catch precision.

14. $KTOS ~$60
Defense tech partner powering Starshield national security satellite contracts.

15. $IONQ ~$58
Quantum compute layer powering next-gen orbital AI satellites.

16. $RDDT ~$178
Real-time social data feeds Grok's truth-seeking AI via X integration.

17. $RKLB ~$115
Small payload launch fills exact gaps Falcon can't efficiently serve.

18. $ASTS ~$97
Direct-to-phone satellite broadband. Starlink's closest competitor and partner.

19. $MTSI ~$375
RF semiconductors power Starlink phased-array antenna signal processing.

20. $BWXT ~$200
Nuclear propulsion R&D aligns with SpaceX Mars mission power requirements.

I'm definetly a buyer of $SPCX IPO and want to get it super cheap.

♻️ RESHARE this post and write 1 comment, I'll DM you the PRICE I want to buy $SPCX at this month.

[Za @ZaStocks]

The market cooling off and presenting new opportunities to get involved would be bullish.

If these monster AI infrastructure and semiconductor stocks cool off, they’ll have a chance to build massive bases.

There’s nothing more bullish for a leading stock than a massive base after a major advance, if you look at many of the big winners prior to their recent runs they built bases.

Maybe it doesn’t happen and we don’t get that lucky but if it does it’d be a great opportunity.

[Mark Minervini @markminervini]

What are you doing today to move closer to your dream? I ask myself that question every day.

[Michael | Hypermarkets @itsmichaelluu]

The AI supercycle is in year 3 of 15. You didn't miss it.

You'd make millions by knowing whats coming and buying dips until 2030+

Pay attention, we just finished Phase 1 2023-2025

chips · memory · connectivity

$NVDA → Designs the GPUs every AI model trains and runs on.

$MU → Makes high-bandwidth memory inside every AI server.

$COHR → Moves data at light speed between GPUs optically.

$MRVL → Custom silicon connecting every chip in a hyperscaler's cluster.

$AVGO → Builds Google's, Meta's, and Apple's custom AI chips quietly.

$AMD → Only credible GPU rival to NVDA for AI training.

PHASE 2 — The grid gets built (2026–2027)

power · cooling · networking

$IREN → AI-native data centers built to scale compute and power.

$WULF → Energy-efficient infrastructure hosting the world's most power-hungry AI workloads.

$VRT → Cooling and power systems keeping AI data centers running.

$ETN → Electrical gear powering every hyperscale AI facility being built.

$CEG → Nuclear energy feeding AI's insatiable around-the-clock power demands.

$ANET → High-speed switches moving massive AI workloads across GPU networks.

$GEV → Gas turbines physically delivering power to data centers.

$SMCI → Liquid-cooled GPU server racks — pick-and-shovel for AI density.

PHASE 3 — The massive bottleneck (2027–2029)

materials · space · autonomy

$MP → Mines rare earth materials used in AI hardware and defense.

$USAR → Domestic minerals securing U.S. AI manufacturing independence.

$ASTS → Satellites delivering AI connectivity to every corner of Earth.

$RKLB → Low-cost rockets launching satellites powering AI communication networks.

$KTOS → AI-driven autonomous weapons systems entering mass military deployment now.

$TSLA → Leads real-world AI through robotics, autonomy, and manufacturing.

$SYM → AI-powered warehouse robots automating global logistics at scale.

$ALAB → Chip packaging bottleneck — critical past 100K GPU nodes.

$PLTR → Software turning AI compute into defense and enterprise decisions.

PHASE 4 — Full automation (2030+)
platforms · agents · quantum

$MSFT → Deploys AI agents across every enterprise software product it sells.

$GOOGL → Controls AI search, cloud, and consumer distribution globally.

$META → AI assistants across 3 billion users in social and commerce.

$CRM → AI agents inside enterprise sales — 150K customer moat.

$NOW → AI workflow OS for Fortune 500 enterprises.

Quantum

$IONQ $RGTI $QUBT — next-gen compute unlocking exponential AI breakthroughs.

♻️ RESHARE this post and make 1 comment, I'll share when to add these stocks in June.

[TrendSpider @TrendSpider]

🚨 A ridiculous $56,000,000 bet was just placed on Starlink supplier STMicroelectronics to move +40% in the next 4 months.

STMicroelectronics is the primary chip manufacturer for Starlink, having shipped more than 5 billion RF antenna chips to SpaceX to date.

With the historic SpaceX IPO right around the corner, someone dropped $56M on OTM $100 strike calls on $STM expiring in October.

The stock currently trades at $70/share.

[HaseebBadar_Stocks @hb_stocks]

Most traders aren't bad at trading. They just can't tell which of these 7 maps they're standing on.

Read the trend.
Mark support and resistance.
Respect the failed moves.

→ Uptrend: higher highs, higher lows
→ Sideways: stuck in a range
→ Downtrend: lower lows, lower highs
→ Support: where buyers step in
→ Resistance: where sellers cap it
→ False breakout: traps the buyers above resistance
→ False breakdown: traps the sellers below support

Which one traps you the most?

[AskLivermore @asklivermore]

To all my amazing followers. NOBODY teaches you this. But I am right now.

THIS is how you BUY stocks at all-time highs (the right way):

Phase 1
1. The concept is called, "micro-positioning." Instead of lump-summing big and praying markets keep going up, you buy slowly, every single day.

Day 1: $500; Day 2: another $500; Day 3: another $500, etc.

2. This gets rid of the TIMING risk. Rain or shine, you keep building your positions. MUCH better and peace of mind.

3. Having FEW tickers and "conviction" works at LOWS. It does NOT work at all-time highs. Very dangerous to bet your net worth into a few tickers at all-time highs.

Phase 2:
1. Instead of "conviction", you spread your bets across many tickers and stocks. This is NOT diversification. This is, "INTENTION."

2. "Intention" is having 3 categories -> Current winners + laggards + defensives at all-time highs.

3. You will buy across these 3 buckets. Current winners are AI - higher volatility and growth. Laggards are sectors finding a low, like software, healthcare, military defensive. Defensives are consumer defense like utilities and consumer staples.

Phase 3:
1. If the markets keep going up, great. Your AI portfolio and late-stage laggards will outperform the markets.

2. If the markets go DOWN, great. Your portfolio is STABLE with defensive names and you ABSORB the volatility.

Phase 4:
1. Once the markets are at BETTER levels and have dropped, this is when you consolidate into lesser positions and have CONVICTION into fewer names.

2. You start rebalancing by keeping the winners, cutting the losers, and ride the new bull cycle into millions.

Never EVER have "conviction" at all-time highs with bearish divergence and markets stretched 3X standard deviation away from its moving averages. You WILL get humbled.

[Ankur Patel @AnkurPatel59]

Oliver Kell uses just 5 universal principles. They work in any market, any timeframe.

Here's the complete framework.

#Trading

[Michael | Hypermarkets @itsmichaelluu]

When $SPY crashes 10%-20% this summer, everything will be on sale.

Add these 16 stocks for the reversal of a lifetime:

1. $NOW — AI automates every enterprise workflow at scale
Buy zone: $85–$100 | Near 52-week lows, massive AI re-rating

2. $BE — Fuel cells powering AI data centers off the grid
Buy zone: $200–$220 | $ORCL deal de-risks demand story

3. $ASTS — Satellite broadband direct to your phone, globally
Buy zone: $65–$70 | Post-earnings flush, thesis intact

4. $GOOG — Gemini + TPUs + Search = AI moat unmatched
Buy zone: $300–$320 | Key support, 52-week low area

5. $LITE — Optical switches are the nervous system of AI
Buy zone: $600–$700 | Pulled back from $1,000+, still growing 85% YoY

6. $MU — HBM memory is the oxygen inside every AI server
Buy zone: $700–$750 | Key support after Broadcom-induced selloff

7. $SNDK — NAND flash storage exploding on AI inference demand
Buy zone: $1,100–$1,200 | Bull flag on the weekly chart

8. $TE — Data center power infrastructure, critical AI backbone
Buy zone: $6–$7 | Oversold, government energy tailwinds building

9. $RKLB — Launch provider + space systems for AI-connected satellites
Buy zone: $80–$90 | Pulled back hard, $816M SDA contract intact

10. $AAOI — 800G transceivers shipping to hyperscalers at scale
Buy zone: $120–$130 | Volatile beta, best entry on deep dips

11. $NVDA — Designs the GPUs that run every AI model on earth
Buy zone: $165–$175 | 52-week support zone, Jensen demand still intact

12. $ONDS — Drones + autonomous rail powering AI-enabled defense
Buy zone: $7–$8 | Near prior base breakout level

13. $IONQ — Trapped-ion quantum computers for post-classical AI computing
Buy zone: $27–$40 | 52-week range low, government funding tailwind

14. $AMD — EPYC + MI300X chipping away at NVDA's AI market share
Buy zone: $350–$360 | Key technical support from prior consolidation

15. $ARM — Architecture inside every AI chip ever designed
Buy zone: $220–$240 | Pulled back from highs, royalty model scales forever

16. $ORCL — Cloud infra + AI database layer for the enterprise
Buy zone: $130–$140 | Near 52-week lows pre-earnings catalyst

Remember, when $SPY sells off, you should the strong companies and hold for a massive move back towards $820+ by year end.

♻️ RESHARE this post and write 1 comment, I'll DM you my $SPY contract I'm getting for 1000% winner

[Justin Banks @RealJGBanks]

The next 5-10 years will RETIRE you.

MILLIONAIRES will be made from the AI super cycle build out.

Here’s how I and those following me will position:

2026–2027: AI Infrastructure Boom

Money floods into chips, memory, networking, photonics, data centers, cooling, and compute capacity.

AI Chips: $NVDA $AMD $AVGO $MRVL $INTC
Memory: $MU $SNDK $WDC
Photonics: $GLW $AAOI $NVTS
AI Infrastructure: $VRT $SMCI $DELL $NBIS $IREN

2028–2030: The Power Bottleneck

It becomes a grid, power, copper, uranium, and domestic supply chain story.

Grid: $ETN $PWR $HUBB $VRT
Electrification: $GEV $TE $ALB $SQM
Copper: $FCX $TECK $SCCO
Rare Earths: $MP $CRML $USAR $TMRC
Nuclear: $UUUU $SMR $OKLO

2030+: The Application Layer

Robotics: $TSLA $SERV $SYM
Autonomy: $ACHR $JOBY
Defense: $LMT $PLTR $KTOS $AVAV
Space: $RKLB $ASTS $LUNR $PL $BKSY

I’m trying to help you position and become a MILLIONAIRE. I will make sure it happens.

[Stanzie Benz @BenzStanzie]

Sell some cash secured puts on this bad boy

$BITX

[Stanzie Benz @BenzStanzie]

New roadmap is out! Staying the course and focusing on some names which are massive opportunities IMO.

Check it out!

https://t.co/kueJunJoaS

$SPY $QQQ

[Brian Shannon, CMT @alphatrends]

Market update

$SPY fell below the rising 🟠5sma which makes the near term a little more cautious

$QQQ and $SMH remain stronger, above the rising 5 and

$IWM is a near term avoid, look a test of the 🟢 May low AVWAP

[Options Johnny @OptionsJohnny]

$NFLX: Almost to the measured move now

[iain @ohiain]

I hate trading.

Not because of the losses, stress, or volatility…but because I genuinely cannot turn my brain off from the markets.

I’ll be with family thinking about +5 years down the line. I’ll be in the shower thinking about entries I missed. I’ll go on a walk 2 mentally turn off my brain, but cannot...

...1/2 the time I’m supposed to be relaxing, but instead I’m comparing myself to traders +20 years older than me, wondering why I’m not to their status yet.

It’s such a weird balance between GOOD & evil.

Because on 1 side, this obsession can slowly consume you if you let it. But on the other side, I truly believe obsession is required to become exceptional at something difficult.

But despite all the emotional ups and downs, I know I’m exactly where I need to be.

Hopefully I still have 60+ years ahead of me to learn, improve, manage my emotions better, and continue evolving both as a trader and person.

That’s the part I love most...being a continuous student.

Humbling myself daily.
Getting proven wrong.
Waking up every morning knowing there’s still so much left to learn.

I’m sure some of you know exactly what I mean.

I can't stop thinking about the markets.

[投机实验室 @LabSpeculation]

分享一个自己很喜欢用的动图制作网站，Jitter。

里面有超多很酷很有意思的模版，可以免费制作动态logo，图标，广告，图表，文字等等...

操作也无敌简单，只要选中一个把图片和文字替换成自己的，就可以免费导出动图或视频。

如果对动态效果不太满意还可以手动编辑调整。

简单做了一个操作指南，各位有需要可以去玩玩。

[Trader Theory @tradertheory]

This is why high RR is a scam:

[Displacement Trades @iamdisplacement]

This is Bruce Kovner.

He borrowed $3,000 on a credit card and turned it into $80 million in 10 years.

Here's his trading philosophy