BleedToProfit

Stock Market, #trade , DYOR, NFA.

[BleedToProfit @Bl33ding1]

The market loves hindsight.
Nobody was calling winners before they won.
That's why I spend more time researching $XMAX than arguing about it.

[PhotonBull @PhotonBull]

$EOS.AX it might be time for a huge breakout on this one

RWS order could be their biggest one yet

Hope the joint venture is laser related

Let's find out

Great call by @wolfgangkasper

Worth a follow

[SoFire @Sofigoodboy]

Ayar Labs : SuperNova - $sive

[Zephyr @zephyr_z9]

Memory Capex will be great for them
But, TEL is bleeding fast in China
Nikkei interviewed a TEL executive last year and they were much more optimistic than this (lots of people were calling it cap)

[BleedToProfit @Bl33ding1]

Interesting setup. The market still seems to view $NEOV as a niche residential storage company, while the thesis is increasingly shifting toward utility-scale BESS, domestic manufacturing, and AI-driven power demand.

For a company with a sub-$120M market cap, even partial execution on the Georgia facility and the 1.1 GWh opportunity could materially change revenue expectations. The key question now is converting LOIs into binding contracts and proving manufacturing scale. Also watching $XMAX and $SMR as other ways to play the growing power and infrastructure demands of the AI era

[BleedToProfit @Bl33ding1]

Hard to call $RKLB bearish when the trend structure remains intact. Higher highs, higher lows, and now a potential support/resistance flip around $100 is exactly what bulls want to see. The bullish RSI divergence adds another layer of confirmation that momentum may be shifting back upward.

If space names are indeed carving out a local bottom, $RKLB remains one of the strongest charts in the sector. Also keeping an eye on $XMAX and $ASTS as high-upside names tied to the next wave of infrastructure and connectivity growth.

[BleedToProfit @Bl33ding1]

The market has a habit of extrapolating short-term concerns and underestimating execution. Not long ago, many were convinced $GOOG was losing the AI race. Now sentiment has completely flipped.

Wouldn't surprise me if $META follows a similar path as AI investments translate into stronger products, engagement, and monetization.

New all-time highs this year are definitely on the table. Also watching $XMAX and $NVDA as beneficiaries of the continued AI infrastructure expansion.

[BleedToProfit @Bl33ding1]

The market is still treating $SIVE like a component supplier when it may actually be leveraged to one of the fastest-growing bottlenecks in AI infrastructure: optical connectivity.
If Jabil's AI demand is accelerating and 1.6T deployments ramp as expected, the downstream demand for high-performance laser technology could surprise a lot of people.

Also keeping a close eye on $XMAX and $NBIS as the AI infrastructure buildout continues to broaden beyond GPUs alone.

[BleedToProfit @Bl33ding1]

People said AI stocks were overcrowded.
Then $NVDA happened.
Now everyone's searching for "the next one."
Interesting timing for $XMAX.

[BleedToProfit @Bl33ding1]

Patience is key here. A stock doesn't stop being in a bear cycle just because it's down a lot.
The first thing bulls need is a higher low and confirmation that buyers are actually defending the discount zone. Until then, capital preservation matters more than trying to catch the exact bottom.
Also watching $XMAX and $NBIS as higher-conviction AI infrastructure setups. 📈

[BleedToProfit @Bl33ding1]

Hmm, I think $CRWV continues to look constructive from a technical standpoint. If the bull flag confirms after the triangle breakout, momentum could accelerate quickly.
The bigger story remains AI infrastructure demand, which is why I'm also watching $XMAX and $NBIS for potential upside as the cycle expands.

[BleedToProfit @Bl33ding1]

$SMR feels like one of the cleaner long-term infrastructure bets here. AI, data centers, and grid demand all point toward needing more reliable baseload power.

Not risk-free, but the risk/reward looks attractive if nuclear deployment continues gaining traction. Also keeping an eye on $XMAX and $NBIS as AI infrastructure demand keeps expanding

[BleedToProfit @Bl33ding1]

The irony is that a stock can be up 6x in 12 months and still have shareholders acting like it's in a bear market. The real question isn't where $IREN traded at the ATH, it's whether compute monetization and AI demand justify materially higher cash flows over the next few years.

If yes, volatility is just noise. Also watching $XMAX as another way to play the AI infrastructure buildout. 🚀

[Yiannis Zourmpanos @yianisz]

$NBIS at new time highs.

$100B MC is the next milestone..

[BleedToProfit @Bl33ding1]

The market is finally starting to price in what many missed: GPU capacity is becoming a premium product, not a commodity.

If the $SPCX / $GOOG deal is anywhere close to setting a new benchmark, then long-term revenue per MW assumptions for quality neoclouds may be far too low.

That's why names like $NBIS and $XMAX remain interesting. The upside isn't just more GPUs deployed, it's potentially much higher monetization per GPU-hour than consensus models currently assume. If pricing power holds, cash flow estimates across the sector may need a major reset higher

[BleedToProfit @Bl33ding1]

If AI keeps expanding into every industry, there will be more than one winner. That's why I don't spend all my time looking at just $NVDA and $PLTR. Smaller names like $XMAX deserve attention too.

[BleedToProfit @Bl33ding1]

The names that stand out most to me are $AAOI, $ASTS, $RKLB, and $NOW. Each has a clear catalyst and a strong long-term narrative behind it.

I'm also watching $XMAX and $NBIS closely. If AI infrastructure remains the market's dominant theme, those could continue attracting capital alongside the more established winners.

Sometimes the best opportunities come from buying quality names during periods of temporary weakness, not chasing strength.

[TheSixTrader 🇨🇦 @Gmanct1b]

Stocks I’m Watching Going Into July

$ONDS - Discounted Price/Swing
$ASTS - Launch Tomorrow/Swing
$AAOI - Watching For Reversal
$PL - Adding On Dips/Swing
$NOW - Discounted Price/Swing
$MSTR - Bitcoin Reversal/Swing
$ASST - Best Crypto Treasury
$RKLB - Adding For A Swing
$SIDU - Waiting For Bottom/Swing
$RDDT - Undervalued/Swing
$TSM - Future $1000 Company/Swing
$MSFT - Discouted Right Now/Swing
$TE - Adding On Weakness/Swing
$SOFI - Adding Any Dips/Swing

Just a few names I’ll be adding on. I believe some are extremely undervalued at the moment and have lots of room to grow. Some short term swings and some long term holds. 💫

NFA.

[BleedToProfit @Bl33ding1]

$INTC moving 18A-P into risk production suggests the roadmap is progressing, while the performance, power efficiency, and thermal improvements make the node more competitive for next-generation AI and data center workloads.

The key advantage is compatibility with existing 18A infrastructure, which could reduce adoption friction for customers.

Also watching $XMAX and $MU. The next phase of the AI buildout won't just be about GPUs, but also the manufacturing and supply chain behind them.