Amber Lee

@AmberLeeLily would like to share stories along the life journey and connect with friends.

[Amber Lee @AmberLeeLily]

@BillBrooklyn10 stocks

[Michael | Hypermarkets @itsmichaelluu]

Biggest generational buying opportunity for $SPY is in June.

When $SPY crashes 10%-20% buy these:

1. $NOW ~$105 | Buy zone: $80–$85
Near 52-week lows. Agentic AI platform still printing revenue. Market overreacted to selloff.

2. $BE ~$254 | Buy zone: $160–$180
$2.6B Nebius fuel cell deal validates the thesis. AI power demand is just starting.

3. $SNDK ~$1,645 | Buy zone: $1,100–$1,200
Flash memory demand exploding as AI storage cycle accelerates hard.

4. $NVDA ~$205 | Buy zone: $165–$180
Off the highs but AI capex cycle just entered year three. Pullback is the gift.

5. $QCOM ~$204 | Buy zone: $180–$190
Jensen just publicly endorsed $QCOM. ByteDance ASIC deal massively underappreciated catalyst.

6. $ORCL ~$202 | Buy zone: $160–$170
Earnings tonight. Cloud RPO backlog growing 80%+. Bears get destroyed after this print.

7. $INTC ~$106 | Buy zone: $80–$90
Google sourcing 3M chips in 2028. Turnaround trade with explosive upside from here.

8. $GOOG ~$360 | Buy zone: $300–$320
AI Search monetization + cloud + Waymo. Most undervalued hyperscaler on the board.

9. $MSFT ~$400 | Buy zone: $360–$370
Copilot enterprise rollout just hit NHS 505K employees. Azure AI is compounding daily.

10. $META ~$586 | Buy zone: $520–$530
$145B capex plan + Llama dominance = AI moat nobody's pricing in correctly right now.

11. $AAOI ~$163 | Buy zone: $100–$120
Optical interconnects are the AI bottleneck. AAOI is the pick-and-shovel inside the wall.

12. $LITE ~$807 | Buy zone: $600–$700
Northland just raised PT to $1,200. Photonics supercycle is real and Lumentum owns it.

13. $PLTR ~$132 | Buy zone: $120–$125
85% YoY revenue growth. US gov + enterprise flywheel locked in. Dip buyers always win.

14. $MRVL ~$264 | Buy zone: $180–$200
Jensen called it the next trillion-dollar company. S&P 500 inclusion = forced buying incoming.

15. $AMD ~$461 | Buy zone: $360–$380
MI300X shipments accelerating. Hyperscaler diversification away from NVDA benefits AMD most.

16. $IREN ~$53 | Buy zone: $30–$35
Nvidia took a 30M share option at $70. That's a floor signal from the most credible source.

17. $NBIS ~$214 | Buy zone: $160–$170
Hyper-growth AI cloud. $1.7B UK expansion. BofA just raised PT to $280. Too cheap here.

♻️ RESHARE this post and write 1 comment, I'll DM you my top 3 for 10x-20x we can buy later this month.

[Esther & Michael @SuperLuckeee]

3 months ago, I added $ARM at $105 → $355 up 300%

But, my options are up 700%-1000% & I still have time.

Always add these 12 companies when they crash:

1. $NOW — AI agents will run on ServiceNow, making it enterprise software's backbone.

2. $MU — Every AI server needs HBM memory. Micron supplies it.

3. $NVDA — The world runs AI on CUDA. Nothing replaces it yet.

4. $SNDK — Flash storage demand explodes as AI data lakes scale massively.

5. $IBM — Quietly owns enterprise AI and quantum computing infrastructure globally.

6. $DELL — Sells the servers every company needs to run private AI.

7. $AVGO — Custom AI chips for Google and Meta. Trillion-dollar tailwind.

8. $INTC — Deep turnaround play. Foundry business alone could reprice everything.

9. $ORCL — Fastest-growing cloud infrastructure for AI training workloads globally.

10. $MSFT — OpenAI embedded in every enterprise product on the planet.

11. $AMD — NVDA's only credible rival in the GPU market. Duopoly wins.

12. $ASTS — First real space-based cellular network. Massive TAM, no real competition.

Always get more time (LEAP strategy) so you can hold longer and not sell even when it dips a little.

RESHARE this post and write 1 comment, I'll give you my list of stocks under $20 we should be adding right now.

[Bill Brooklyn @BillBrooklyn10]

Here’s a look at estimated profit growth for the next three years:

$TSLA: +196% — Energy and autonomous driving businesses will open a second growth curve

$PLTR: +285% — Penetration of AI data analytics platforms in government and commercial markets continues to rise

$AVGO: +144% — Explosive demand for customized AI chips and networking solutions

$ONDS: +233% — Deployment of next‑generation communication technology in emerging markets is starting to deliver results

$NVDA: +136% — AI training and inference chips remain at the core of the ecosystem

$SNDK: +88% — Storage chip cycle recovery combined with new AI‑driven demand

$AMZN: +109% — Profit margins in cloud computing and e‑commerce businesses continue to improve

$MSFT: +101% — Enterprise AI applications are accelerating, with stronger cloud service stickiness

$META: +125% — AI recommendation engines boost ad efficiency, while Reels monetization matures

$INTC: +93% — Smart sensing technology rapidly expanding across industrial and consumer scenarios

$XE: +635% — Low‑base energy transition company now seeing concentrated release of orders and profits

$MU: +62% — High‑bandwidth memory chips deeply benefiting from AI compute cluster construction

$AMD: +61% — Data center CPUs and AI accelerators continue to gain market share

$TSM: +57% — Advanced process capacity fully loaded, serving as the global core node for AI chip manufacturing

These companies are quietly building the backbone of tomorrow’s infrastructure. Bookmark this — you’ll want to look back on these numbers.

[Max Hornblower @MaxHornblower]

Finally decided to clean up my themes on this rainy Saturday morning.

I realized how clean the theme is organized is how clean the rotation signal is.

These are all over the past week.

[Anand @anandragn]

Also never bet against America 🇺🇸 🫡

[Anand @anandragn]

Stages of Trading - Fintwit edition

Stage 1:
Everything is “too extended.”

Stage 2:
It keeps melting up.

Stage 3:
“Fine, I give up.”
Enters full size.

Stage 4:
Pullback comes.

Stage 5:
Call it “risk management” and exit after chasing.

Stage 6:
Turns bearish and starts shorting near local lows.

Stage 7:
“Long oil stocks bro.”

Stage 8:
Stocks melt up again.

Stage 9:
Everything is “too extended.”

Cycle repeats.

[Jeff Sun, CFTe @jfsrev]

"The worse a situation becomes, the less it takes to turn it around, and the bigger the upside." - George Soros

it is less than 24 hours to an immediate headline risk; hard to price, harder to trade. but a negative fundamental outcome is a great test of whether the market can sustain the strength from the past 4 sessions, and has already bottomed from March 30th low.

[Lone Stock Trader @LoneStockTrader]

JL, on trying to catch a bottom or a top:

“One of the most helpful things that anybody can learn is to give up trying to catch the last eighth – or the first.
These two are the most expensive eighths in the world”
- JL

[Vinod @BoxTraderVK]

$AEHR $MRVL $AAOI

Also on watch $MU $SNDK $LITE $META $GOOGL

[Beardo @BeardoTrader]

$SPY likely tops in July, bottoms in October, and rallies into year end.

Bookmark it.

[Anand @anandragn]

https://t.co/RpqHLktKEH

[Francesco @FranVezz]

Great post as usual by @anandragn

By focusing on stocks at or near 52 week highs, you will by default put yourself right in line with the leaders.

The humble RS line does not lie.

[Anand @anandragn]

As I reflect on 2025..

Wait, don’t worry, you won’t see any YTD screenshots from me, pure reflections only, so feel free to read on…

2025 has proven to be a year of significant lessons, highlighting the need for “adaptability” in a fast-changing market environment.

The period from February to April showed us how quickly conditions can shift: we went from a strong bull market to bear territory in just two months. This was followed by a monster recovery that drove many growth stocks to 2x, 3x, or even 10x gains over the next six months. These swings remind us to never underestimate the market’s potential for both rapid declines and strong rebounds.

A key takeaway for me: never underestimate how fast things can change when leveraged ETFs and options are at play. What was once exclusive to large hedge funds is now in the hands of retail investors. Retail participation in these tools appears to be reaching new highs every year, influencing market movements in ways we’ve never seen before.

Another important macro takeaway is the lasting impact of AI. While markets can overheat and lead to pullbacks, AI’s impact is here to stay and continues to grow every day. We’re entering a new era of innovation, much like the industrial revolution, where those who remain curious and focus on building will continue to advance their knowledge, skills, and lifestyle, while inspiring everyone around them.

Looking ahead to 2026, I plan to apply all the knowledge, insights and learnings from the last several years, while clearly remembering what I learned from the brutal drawdown in 2022.

To my friends and followers who have respected my work and continued to support me over the last 3–4 years, thank you so much! Expect nothing less from me heading into 2026.

The future holds great potential for those who focus on the present and prepare relentlessly.

I’m incredibly grateful for this platform and the people it has brought into my life. Never underestimate the power of this platform that can legit turn your idols into friends.

As we wrap up this eventful year, I remind myself of the same thing every single year:

Stay hungry. Stay humble. Stay foolish.

Wishing you all a fantastic 2026 and beyond!

[Anand @anandragn]

I've made it a habit to rewatch Stanley Druckenmiller interviews every now and then, especially at the start of each year when the slate feels clean.

This one in particular is my "go-to" when it comes to stock picking ideas and the timeless principles.

Stan Druckenmiller:
"Well, my idea of risk control is a little non-conventional. I like putting all my eggs in one basket and then watching the basket very carefully. I don't know what they teach at Marshall, but at most business schools they teach I think a lot of nonsense called risk-adjusted return and diversification.

As a money manager, if you look at a normal portfolio, most people will make 70-80% of money that year on two or three ideas, even though they'll have 30 or 40 things in their portfolio. My concept was to put into those two or three ideas that I had the most conviction in.

I was also lucky to travel across asset classes, so I traded commodities, currencies, bonds, and equities. And it gave me the discipline, if I didn't have a good idea in equities, I was happy to have no equities, or the same thing with bonds. So, when you have a quiver with a bunch of arrows in it, you can usually find something to put a lot of money into.

The only other thing I'd say is too many investors look at the present. The present is already in the price. You have to think out of the box and sort of visualize 18 to 24 months from now what the world is going to be and what securities might trade at.

You know, what a company's been earning doesn't mean anything. What you have to look at is what people think it's going to earn. And if you can see something two years that's going to be entirely different than the conventional wisdom, that's how you make money.

My first boss (George Soros) used to say, 'The obvious is obviously wrong'. If you invest in conventional wisdom, you're going to lose your butt"

[Anand @anandragn]

Plenty of requests to do 2026 picks. Here is my response, along with the reason for those who care.

[Anand @anandragn]

Although Geopolitical tensions often trigger a kneejerk fear selling, it then resolves into powerful upside moves once the dust settles.

These high-conviction themes/groups already came out swinging to start the year,

Next week or two is going to be interesting 🧐

[Anand @anandragn]

$IREN was about $10 on the day I posted this. Proceeded to go up over 600% in next 4.5 months.

Iran, Venezuela never matters in the grand scheme, and it never will.

Gotta be focused on the prize 🏆

https://t.co/IZZj0bFZi7

[Anand @anandragn]

It’s only Day 3 of 2026 and FinTwit has already leveled up.

Expertise upgraded from 2025:
• Wildfire conquerors
• Meme coin dominators
• LLM/AI savants (post-DeepSeek)
• Tariff warriors
• GPU / TPU / LPU revolutionaries
• Bitcoin reserve champions
• Fed rate cut dissectors
• Gold & silver forecasters
• Agentic AI pioneers
• SaaS deflation scrutinizers
• GENIUS Act mobilizers
• Prediction market ninjas

Now with Venezuela oil strikes, a fresh credential got unlocked:

Venezuelan Virtuoso™

Truly a people of many talents.

[Anand @anandragn]

Didn’t even mention the $NVDA tax that $GOOGL’s competitors are forced to pay, a cost Google largely avoids thanks to vertical integration through its custom ASICs (TPUs)

That advantage gives Google the luxury of offering a 2M token context window, something most competitors simply can’t match in an economically sustainable way.