David Baynatte

Solar Energy Consultant
🌴
J'aime les conneries de X.
Soyez Passionnés sinon Vous allez Abandonnés. (Steve Jobs)

Insta:1,56M👁 link 👇

[Mike Investing @MrMikeInvesting]

These 8 stocks are going to make many generational wealth in the second half of 2026….

1: Ouster ~ $OUST
2: ServiceNow ~ $NOW
3: One Stop Sys ~ $OSS
4: RobinHood ~ $HOOD
5: UiPath ~ $PATH
6: Nebius ~ $NBIS
7: Rocket Lab ~ $RKLB
8: Palantir ~ $PLTR

Save this list, & come back later on this year and you’ll be thankful that you listened.

You can count on that…

[The Analyst @MMatters22596]

My top stock pick for every sector right now

+ 3 year price targets

Fintech:
- $SOFI | SoFi Technologies
Target: $80

Data-center:
- $NBIS | Nebius Group
Target: $380

Robotics:
- $AMBA | Ambarella Inc.
Target: $210

Photonics:
- $AAOI | Applied Optoelectronics
Target: $360

Software:
- $ZETA | Zeta Global Holdings
Target: $125

Defense:
- $EOS.AX | Electro Optic Systems
Target: $35

Health:
- $OSCR | Oscar Health
Target: $75

Space:
- $RKLB | Rocket Lab corporation
Target: $380

Energy:
- $BE | Bloom Energy
Target: $375

Physical AI:
- $XPEV | Xpeng
Target: $130

Semi-Conductor
- $NVDA | Nvidia Corp
Target: $380

Connectivity:
- $CRDO | Credo Technology Group Holding
Target: $420

Insurance:
- $PLMR | Palomar Holdings
Target: $310

Cybersecurity:
- $RBRK | Rubrik
Target: $260

What are your picks?

[Lin @Speculator_io]

A List of Robotics Stocks:

Humanoids
$TSLA Tesla
$XPEV Xpeng
$AGLT Agility
$XIACF Xiaomi
$HYMTF Hyundai

Sensors
$VPG Vishay Precision
$OUST Ouster
$ARBE Arbe Robotics
$MVIS MicroVision
$AUR Aurora
$CGNX Cognex
$INVZ Innoviz

Chips
$NVDA Nvidia
$AMBQ Ambiq
$AMBA Ambarella
$INDI indie

Logistics
$AMZN Amazon
$SYM Symbotic

Deep Sea Robotics
$KRKNF Kraken Robotics
$OII Oceaneering

Healthcare Robotics
$ISRG Intuitive Surgical
$SYK Stryker
$MDT Medtronic
$PRCT PROCEPT

Industrial Robotics
$HON Honeywell
$TER Teradyne
$LECO Lincoln Electric

Robotics Automation
$PEGA Pegasystems
$ROK Rockwell Automation
$ABBN ABB
$ZBRA Zebra Technologies
$CGNX Cognex
$PATH UiPath

Defense Robotics
$AVAV AeroVironment
$KTOS Kratos
$LMT Lockheed Martin
$NOC Northrop Grumman
$BA Boeing
$GD General Dynamics

Consumer & B2B Robotics
$XIACF Xiaomi
$RR RichTech Robotics
$SERV Serve Robotics

Batteries
$EOSE Eos Energy
$QS QuantumScape
$MVST Microvast
$FLNC Fluence
$KULR KULR
$SLDP Solid Power
$AMPX Amprius

[Shay Boloor @StockSavvyShay]

10 SMALL-CAP NAMES UNDER $5B WORTH WATCHING

1. $CLPT navigation platform for neurosurgeons
2. $OSS rugged edge compute for the battlefield
3. $OUST eyes & perception for physical AI machines
4. $NVTS GaN power for $NVDA 800V data center shift
5. $AMBQ ultra-low-power silicon for always-on edge AI
6. $AMBA edge AI vision chips for cameras, cars & robots
7. $TMDX expanding organ care with fleet & network effect
8. $TE building America's solar supply chain from cell to module
9. $AEHR wafer-level burn-in for photonics, HBM & high-power AI chips
10. $ONDS autonomy & counter-drone systems for the modern battlefield

[Leif | Investing @LeifInvests]

NEOCLOUD SALE‼️🏷️

Which AI infrastructure stock is the better buy right now?

$IREN ($47 | $17B Market Cap) ⚡

• 5.8 GW contracted power
• $9.7B $MSFT contract
• $3.4B $NVDA contract
• ~$10B backlog
• 2026 EOY ARR: $4.4B
• NVIDIA warrants worth up to $2.1B

$CRWV ($98 | $53B Market Cap) 🚀

• 3.5 GW contracted power
• $10B $MSFT contract
• $21B $META contract
• ~$99.4B backlog
• 2026 EOY ARR: $17–19B
• Backed by a $2B NVIDIA equity investment

Valuation (Forward multiples are expected to decline significantly as revenue ramps.)

• $IREN: FWD P/S: 9.9x | FWD P/OCF: 7.2x
• $CRWV: FWD P/S: 3.9x | FWD P/OCF: 4.5x

• Total Debt:
• $IREN: $3.96B
• $CRWV: $25B

2026 Capex

• $IREN: $9B–10B
• $CRWV: $31B–35B

Pick $IREN for: ⚡
• Earlier-stage growth, massive power expansion potential, and higher upside with a cleaner balance sheet.

Pick $CRWV for: 🚀
• Proven execution, unmatched hyperscaler demand, greater scale, and faster revenue growth despite higher leverage.

[The Analyst @MMatters22596]

The current market correction is giving you so many insane opportunities.

$NOW is a $320 stock trading at $96

$SOFI is a $35 stock trading at $17

$CRWV is a $300 stock trading at $94

$ZETA is a $40 stock trading at $19

$NVDA is a $280 stock trading at $193

$RDDT is a $250 stock trading at $166

$AAOI is a $220 stock trading at $130

$PLMR is a $190 stock trading at $123

$NU is a $25 stock trading at $13

Bookmark this post and thank me later.

[Ethan Walker @MajidTulsh32058]

🚀 9 Stocks Expected to More Than 3X Revenue in the Next 5 Years

🔹 NVIDIA ( $NVDA ) — +302%
🔹 Oracle Corporation ( $ORCL ) — +325%
🔹 Broadcom Inc. ( $AVGO ) — +364%
🔹 Advanced Micro Devices ( $AMD ) — +402%
🔹 Palantir Technologies ( $PLTR ) — +763%
🔹 Iren Limited ( $IREN) — +2,556%
🔹 Ondas Holdings ( $ONDS ) — +3,024%
🔹 AST SpaceMobile ( $ASTS ) — +4,900%
🔹 Nebius Group ( $NBIS ) — +8,217%
AI, cloud, semiconductors, and next-gen infrastructure continue to be where the biggest growth opportunities are. The question isn't whether these industries will grow—it's which companies will execute best. 📈🔥

[Hunter Allen @HunterAllen4]

$NOW is 1000$ stock trading 115$
$CRWD is a 2000$ stock trading 660$
$SMCI is a 250$ stock trading 45$
$OKTA is 500$ stock trading 122$
$AAOI is a 900$ stock trading 180$
$ZETA is 200$ stock trading 22$
$OCTV is a 150$ stock trading 18$
$EOSE is a 110$ stock trading 8$
$RDW is a 150$ stock trading 18$
$INFQ is 175$ stock trading 17$
$UMAC is a 200$ stock trading 28$
$SATL is a 80$ stock trading 8$
$HIVE is a 50$ stock trading 4$
$IMSR is a 85$ stock trading 8$
$SMR is 120$ stock trading 12$
$LAES is a 45$ stock trading 3.50$
$CGNT is a 135$ stock trading 9$
$ELMT is a 100$ stock trading 19$
$VELO is a 150$ stock trading 18$
$DDD is a 35$ stock trading 3$
$GRRR is a 90$ stock trading 18$
$TSSI is a 165$ stock trading 13$
$SAIL is a 130$ stock trading 17$
$NTSK is a 120$ stock trading 10$
$FLNC is 155$ stock trading 140$
$RZLV is a 35$ stock trading 2.50$
$ASPI is a 90$ stock trading 8$
$RR is a 30$ stock trading 2.60$
$CPSH is a 85$ stock trading 8$
$OCC is a 160$ stock trading 14$
$VIVO is a 45$ stock trading 5$
$CRDO is a 600$ stock trading 200$
$QBTS is a 200$ stock trading 27$
$USAR is a 150$ stock trading 27$
$NNE is a 120$ stock trading 26$

Don’t miss these x fam.
These are the dips.
They were all down 9/10% today.

Bookmark. Repost. Subscribe 1$
Check back in 5 years.
Take risks.

[David Baynatte @baynatte]

$AMBA Buy 70$ 》 Target 100-120$
Revenus réels, croissance vérifiée, pas du narratif. Le chiffre d'affaires de l'exercice fiscal 2026 atteint $390,7M, en hausse de 37,2% sur un an, avec les puces edge AI représentant désormais 80% du total.
Couverture 11 analystes à 115$

[Justin Banks @RealJGBanks]

I have made over a MILLION in the last 2 MONTHS

My SECRET is having a watchlist for each sector to catch rotations EARLY

HERE IS THE SECTOR ROTATION WATCHLIST:

Memory: $MU $SNDK $WDC $STX

Semis: $NVDA $AMD $ARM $INTC

Networking: $AVGO $MRVL $CRDO

Photonics: $AAOI $LITE $COHR $NVTS $GLW

Infrastructure: $DELL $SMCI

Data Centers: $IREN $CIFR $APLD $NBIS

Software: $MSFT $NOW $SNOW

Defense: $PLTR $KTOS $AVAV

Drones: $ONDS $DPRO $UMAC

Robotics: $OUST $SYM $TSLA

Space: $ASTS $RKLB $RDW $LUNR

Quantum: $IONQ $QBTS $RGTI

Nuclear: $OKLO

Fintech: $HOOD $SOFI $AFRM

Copper: $FCX $SCCO $TECK

Autonomous: $JOBY $ACHR

[Ethan Walker @MajidTulsh32058]

🚀 Who Will Be the Next 10-Bagger?

The AI bull market has followed a clear path of capital rotation:

Wave 1 — Semiconductors
$NVDA, $ARM, $AMD, $AVGO, $INTC, $TSM
Wave 2 — Memory Chips
$MU, $WDC, $STX, $SNDK
Wave 3 — Optical Networking & Connectivity
$NOK, $LITE, $COHR, $AAOI, $GLW, $CIEN, $MRVL
Wave 4 — AI Compute & Data Centers
$IREN, $CIFR, $WULF, $CORZ, $NBIS, $CRWV, $SMCI, $DELL
Wave 5 — Network Infrastructure
$ANET, $AVGO, $MRVL, $CSCO
Wave 6 — Power, Grid & Cooling
$VRT, $ETN, $GEV, $CEG, $SMR, $OKLO, $VST
Wave 7 — Materials & Rare Earths
$MP, $USAR, $UUUU, $FCX, $AA
Wave 8 — Space Economy
$ASTS, $RKLB, $LUNR, $PL
Wave 9 — AI End-User Applications
$TSLA, $PLTR, $SYM, $SERV

[AI探路者Tim @AIExplorerTim]

每次有人问我'用什么下载视频'，我都懒得再解释，索性一次性整理好——自己收藏吧👇

1. X / Twitter视频下载
https://t.co/0SFmEjnZqS

2. 抖音 / TikTok去水印
https://t.co/XKk0rP5Uz6

3. Instagram / Facebook视频
https://t.co/6HugIq11sC

4. 通用全平台（国内平台）
https://t.co/SV7ifpNotP

5. 视频去水印
https://t.co/iVYecsVYzD

6. 图片去水印
https://t.co/VwG6woJu3n

7. YouTube专业下载器（开源）
https://t.co/pXaqjqDpzy

8. 懒人桌面工具
https://t.co/syfzipJRQM

全部免费，够好用。别再问我用什么下载视频了。

[Ethan Walker @MajidTulsh32058]

🚀 AI SUPER CYCLE STACK

Most traders want to know where to START. Here’s a solid starting point to watch for the next pullback opportunity across key AI-driven sectors:

MEMORY
$MU – Micron
$SNDK – SanDisk
$AMAT – Applied Materials
$AEHR – AEHR Test Systems
COMPUTE
$NVDA – NVIDIA
$AMD – Advanced Micro Devices
$ARM – ARM Holdings
$INTC – Intel
$NBIS – NetBrain Technologies
NETWORKING
$ANET – Arista Networks
$AVGO – Broadcom
$MRVL – Marvell Technology
$CRDO – Cerdo Networks
OPTICS
$AAOI – Applied Optoelectronics
$NVTS – NovaVision
$ALAB – Akoustis
$GLW – Corning
$TTMI – TT Electronics
INFRASTRUCTURE
$DELL – Dell Technologies
$IREN – Iren S.p.A.
$CORZ – Corez Systems
$CIFR – Cipher AI
SOFTWARE
$MSFT – Microsoft
$NOW – ServiceNow
$CRM – Salesforce
$SNOW – Snowflake
$MDB – MongoDB
DEFENSE / AI SECURITY
$PLTR – Palantir
$AVAV – AeroVironment
$KTOS – Kratos Defense
$ONDS – Onyx Defense
$RCAT – ReactAI
$DPRO – DronePro
$UMAC – UMAC Robotics
$SWMR – Swarm AI
ROBOTICS
$OUST – Ouster
$TSLA – Tesla
$SYM – Symbotic
POWER / ENERGY
$BE – Bloom Energy
$TE – TE Connectivity
SPACE / AEROSPACE
$ASTS – AST SpaceMobile
$RKLB – Rocket Lab
$RDW – Redwire
$LUNR – Lunar Energy
$PL – Planet Labs

[David Baynatte @baynatte]

@Bakafuz Ça se coiff en toute impunité

[EquityExplorer @SatyazalaZala]

President Trump has literally been telling you to buy Al themed names...
These are the 5 layers of Al that you need to be invested in:

1. Energy ~ $CEG, $VST, $OKLO, $EOSE, $GEV
2. Chips & Compute~ $NVDA, $AMD, $TSM, $MU, $ARM
3. Neo-Cloud ~ $NBIS, $IREN, $CRWV, $APLD, $CIFR
4. AI Models - $MSFT, $GOOGL, $META, $AMZN, $ORCL
5. Applications - $PLTR, $TSLA, $NOW, $SNOW, $CRM

The Al themes expansion over the next 6 months will be life changing for many.
Don't miss out...

[Michael | Hypermarkets @itsmichaelluu]

HYPERMARKET WATCHLIST FOR JUNE 9, 2026

1. $MU — Post-selloff bounce setup; HBM still sold out, earnings June 24 catalyst ahead. [BUY]

2. $MRVL — Custom AI silicon demand accelerating; photonics and data center interconnect exposure; Jensen pump [BUY]

3. $QCOM — AI chip race heating up; data center upside isn't. Jensen pump [BUY]

4. $INHD — Small-cap speculative play; pump and dump [SELL]

5. $DRAM — Memory ETF sold off hard last week alongside the broader chip sector; reversal setup forming. [BUY]

6. $ORCL — AI cloud infrastructure buildout beneficiary; steady compounder with database moat intact. [HOLD]

7. $AAOI — Optical interconnect play; AI data center bandwidth demand structurally benefits this name. [BUY]

8. $NVDA — Held support during the Broadcom-triggered selloff; AI accelerator demand remains structural. [HOLD]

9. $ARM — Licensing revenue scales with every AI chip designed on its architecture; dip is a gift. [BUY]

10. $AVGO — Q3 AI forecast missed estimates triggering the 12% drop; but $100B+ full-year AI guidance still intact classic sell-the-news overreaction. [BUY]

11. $IONQ — Trading well off its 52-week high of $84; quantum sentiment shaky but long-term thesis unchanged. [HOLD]

12. $ASTS — Low-earth orbit connectivity thesis intact; high beta name, wait for clean entry on strength. [BUY]

13. $RKLB — Space infrastructure play gaining contract momentum; pullback from highs offers better entry. [BUY]

14. $NBIS — BofA raised target to $280 today; $1.7B UK expansion announced and 684% revenue growth YoY. [BUY]

15. $META — Sold off ~4% recently on $80B AI capital raise news; long-term AI infrastructure commitment is actually bullish. [BUY]

16. $MSFT — AI Copilot monetization ramping; hyperscaler capex commitment supports multi-year earnings growth. [BUY]

17. $AAPL — Lagging the AI cycle narrative; holding support but no near-term catalyst, patience required. [HOLD]

18. $INTC — Down significantly in the recent selloff; turnaround story is long and painful, wait for real catalyst. [BUY]

♻️ RESHARE this post and write 1 comment, I'll DM what $SPY contract to swing for CPI tomorrow.

[Shay Boloor @StockSavvyShay]

“The market is in such a bubble.”

Yet here are the 2027 earnings multiples for some of the largest companies in the world:

• $ORCL ~26x
• $AMZN ~25x
• $GOOGL ~25x
• $MSFT ~22x
• $NOW ~22x
• $AVGO ~20x
• $TSM ~19x
• $DELL ~19x
• $NVDA ~16x
• $META ~16x
• $CRM ~12x
• $SNDK ~9x
• $MU ~8x

[InvestmentGuru @InvestmentGuru_]

15 sectors defining the next decade of investing

The megatrend map.

1. AI
$NVDA · $PLTR · $APP
The infrastructure king, the data layer, and the monetization engine. Three different ways to own AI.

2. Chips
$AMD · $AVGO · $MU
Compute, custom silicon, and memory. The full semiconductor stack.

3. Space
$RKLB · $ASTS · $PL
Launch infrastructure, satellite broadband, and geospatial intelligence. Pre-SpaceX IPO re-rating still unfolding.

4. ₿ Crypto
$COIN · $MSTR · $GLXY
Exchange infrastructure, BTC treasury play, and mining leverage. Three different risk profiles.

5. Energy
$VST · $NEE · $FSLR
AI power demand is the new oil shock. These three sit at the intersection of grid scale and renewables.

6. Drones
$AVAV · $KTOS · $ONDS
Autonomous defense and dual-use tech. Defense budgets are only going one direction.

7. Nuclear
$OKLO · $SMR · $LEU
The only baseload clean energy that hyperscalers can actually contract. Still early, still underpriced.

8. Robotics
$ISRG · $SYM · $PATH
Surgical precision, warehouse automation, and enterprise AI workflows. Labor replacement at scale.

9. Quantum
$IONQ · $RGTI · $QBTS
Highest risk on the list. Longest time horizon. Size accordingly — the upside is generational if it works.

10. Batteries
$QS · $LAC · $BE
Solid-state technology, lithium supply chain, and grid-scale storage. The energy transition needs all three.

11. Healthcare
$HIMS · $UNH · $LLY $MRNA
Diversified pharma cash flow, next-gen biologics, and mRNA platform optionality beyond COVID.

12. Photonics
$AAOI · $COHR · $LITE
The most underowned layer of AI infrastructure. Data centers need optical interconnects — demand is accelerating.

13. Rare Earths
$MP · $USAR · $FCX
Supply chain sovereignty is the new geopolitics. The West needs domestic rare earth and copper supply. Now.

14. Manufacturing
$ETN · $CAT · $GE
The physical backbone of AI buildout — power distribution, heavy equipment, and aerospace. Old economy, new tailwind.

15. Critical Minerals
$FCX · $UAMY · $CRML
Copper, lithium, and battery metals. Every AI data center, EV, and grid upgrade runs on these. The commodity cycle is structural.

This isn’t a buy list. It’s a framework.

Find your highest-conviction themes. Size appropriately. Think in years.

Not financial advice.