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$MRVL is up 9.39% over 14h to $307.50, reclaiming most of yesterday's profit-taking flush on no fresh catalyst. The dip got bought right at the post-Computex base — buyers stepped back in well above the mid-$160s breakout after the stock gave back from its ~$324 ATH to near $298. The Teralynx T100 switch and Huang's 'connectivity is the next bottleneck' call are still the whole trade; this just says the forced sellers from the flush are done, not that there's a new bid.
Tradeable with up to 10x leverage.
Hyperliquid.
NEWS: Fidelity is opening the SpaceX IPO to any customer with at least $2,000 in a retail brokerage account, down from as much as $500,000 for previous offerings.
The reason, per Fidelity's own FAQ, is that SpaceX reserved up to 30% of the offering for retail investors. Typical IPOs set aside just 5% to 10%.
Customers can request anywhere from 1 share to 1 million shares. If demand outruns supply, Fidelity will run a lottery to spread allocations as fairly as possible.
One warning for flippers. Selling allocated shares within 15 days of trading brings a 6 month ban from future IPOs at Fidelity. A second flip brings 1 year. A third is permanent.
$ALMU surged 40%+. The technology is real. But one question remains.
Of the $5M in revenue, how much comes from commercial customers?
What this article covers:
- Three methods of III-V on Si integration and where Aeluma actually sits
- Quintessent vs Aeluma: different technology, different market
- What the Bowers signal actually means
- The $4M contract in context, and why it does not justify a 40% move
- What I learned visiting the booth at Photonics West in person
- P/S 58x valuation broken down by scenario
$50M ATM + insider selling pattern and what it signals
- Five monitoring points: what to watch next
The real signal: The problem is not whether the physics works. It is who is buying outside of government.
Broadcom beat earnings and the stock fell about 13% anyway. I called the beat on the record, so here is the grade.
The prediction landed. Earnings came in at $2.44 against the $2.40 consensus, and AI chip revenue hit $10.8 billion, both above the bar I set. The part of the call that decides the stock was the guidance, and that is where the market got picky. I expected management to raise the path past $100 billion of AI revenue in 2027. They reaffirmed it instead of lifting it, and for a stock that ran up roughly 48% into the print and was priced for a flawless quarter, reaffirmed was not enough. The buyers who chased it ahead of the number took profits.
I flagged exactly this in the original call: even a clean beat can spark a knee-jerk drop if they only repeat the existing guidance, and I would read that as noise against a multi-year buildout. I still do. AI silicon grew 143% year over year and next quarter is guided to $16 billion, more than double a year ago. A company compounding like that does not lose its thesis on one night of profit-taking. I am holding, and I will take the scorecard.
Grading my own call in public, not handing anyone a trade.
🚨 Leopold fund went All-in on Neoclouds for same reason !!
“Compute through 2027 is sold out.” — OpenAI CFO confirmed on @theallinpod
“If you do not have compute, you do not have revenue.”
OpenAI is passing on opportunities RIGHT NOW because of the shortage.
📝Market prices AI infrastructure on a 2-year horizon.
OpenAI buys on 6 year conjecture 📈
Where she feels most SHORT: 2030, 2031, 2032.
⛔️A single GW-scale data center = $50B + 3 years to build.
The plays ?
The named proxies: $ORCL $CRWV $NVDA
But the real constraint? Power and land.
The neocloud stack I’m watching:
🔲 $CRWV — $99B backlog, OpenAI + Meta locked in, take-or-pay contracts
🔲 $NBIS — AI-native cloud, NVIDIA partnership, 5GW target by 2030
🔲 $IREN — Direct NVIDIA cloud-services contract, DSX partnership
🔲 $APLD — Power + campus execution play, CoreWeave as anchor tenant
🔲 $ORCL — Hyperscaler with long-dated AI contracts
The market is still pricing this on a 2-year lens.
The CFO of the most compute-hungry company on earth is buying on a 6-year lens.
💵 That gap is the trade !!
$IONQ “The first project that we are working on is with a very large bank,” she stated. “This is around QKD. If you are a financial institution, keeping data safe is very important.” At this point we all know it’s JP Morgan right 🤣
https://t.co/4oCt8EP2Dd