Blacbird Jr

Nerd/Lover of All the Things/ llFSIl Creator of the Modpack Creatively UnCreative on the Curse Launcher🆒Business connection : [email protected]

[Blacbird Jr @BlacbirdGaming]

Contrarian investing at its finest. 📊

[Blacbird Jr @BlacbirdGaming]

🚨 AI BUBBLE DEBATE JUST GOT LOUDER.

Michael Burry’s positions:

$ORCL 🔴 SHORT
$NBIS 🔴 SHORT
$NVDA 🔴 SHORT
$PLTR 🔴 SHORT
$CRWV 🔴 SHORT
$LULU 🟢 LONG
$NVDA CALLS 🟢
The most interesting part:
He’s fighting the AI hype while keeping upside exposure.

[Blacbird Jr @BlacbirdGaming]

📈 More products 🔄 More cross-selling 💰 More diversified revenue
The business is evolving.
Is the market’s valuation model evolving with it? 👀
Save & Follow.

[Blacbird Jr @BlacbirdGaming]

🚨 $SOFI IS BECOMING MORE THAN A LENDER.

CEO Anthony Noto says 85% of SoFi’s products are now non-lending.

That mix matters.

The more SoFi expands beyond lending, the more the market could start valuing it as a full financial platform rather than simply a lender.

[Blacbird Jr @BlacbirdGaming]

Each company plays a different role in the memory stack.
Which one are you betting on? 👇

[Blacbird Jr @BlacbirdGaming]

👀 If the memory market reaches $130B by 2033, which stock benefits the most?

1️⃣ $MU
2️⃣ $AMAT
3️⃣ $HXSCL
4️⃣ $LRCX
5️⃣ $RMBS
6️⃣ $SSNLF
7️⃣ $MRVL
HBM is becoming increasingly important to AI infrastructure.
The interesting part?

[Blacbird Jr @BlacbirdGaming]

The next decade is being built today.

[Blacbird Jr @BlacbirdGaming]

The biggest wealth creation opportunities usually come from companies solving the biggest problems.

Future growth leaders:

🚀 Space
🤖 Artificial Intelligence
☁️ Cloud Computing
🧠 Semiconductors
🌎 Digital Platforms
$SPCX
$TSLA
$AVGO
$NVDA
$AMZN
$MSFT
$GOOGL
$AAPL
$META

[Blacbird Jr @BlacbirdGaming]

The market rewards those who are ready when opportunities appear.
Save & follow. 📌

[Blacbird Jr @BlacbirdGaming]

📈 Opportunity comes from preparation.

These are the entry zones I’m watching:

$TSLA → $346-$355
$AXTI → $50-$56
$AAPL → $310-$320
$SPCX → $130-$138
$NVDA → $210-$220
$GLW → $130-$140
$AMZN → $238-$250
$SNDK → $1500-$1550
$META → $580-$590

[Blacbird Jr @BlacbirdGaming]

🚨 A new strategic investment theme is taking shape.

The focus:

🇺🇸 Domestic production
🧲 Rare-earth magnets
⚙️ Critical minerals
Companies gaining investor attention:
$IREN
$USAR
$MP

As global supply chains shift, resources become power.

[Blacbird Jr @BlacbirdGaming]

⚙️ 6324.T / $HDSI — Precision robotic gear systems
The next robotics cycle may be powered by AI, sensors, and automation. 🚀

[Blacbird Jr @BlacbirdGaming]

🚨 THE HUMANOID ROBOT REVOLUTION IS COMING 🤖

Morgan Stanley forecasts the humanoid robot market could reach $5T by 2050, with over 1 billion robots deployed.

The companies building the ecosystem:

🤖 $TSLA — Optimus + AI robotics platform
🧠 $AMBA — AI vision chips

[Blacbird Jr @BlacbirdGaming]

👁️ $OUST — Lidar perception 🏭 $CCXI — Humanoid robotics exposure ✋ $VPG — Force & torque sensors 📡 $ARBE — Radar perception 🚗 $MBLY — Computer vision systems
Bonus:

[Blacbird Jr @BlacbirdGaming]

SaaS investors are learning one lesson:

Revenue growth alone is not enough.

You need:

✅ Growth
✅ Margins
✅ Reasonable valuation
Comparing:
$NET vs $ZETA

Same theme.

Different expectations.

[Blacbird Jr @BlacbirdGaming]

The smartest AI investment may not always be another software company.

Sometimes the picks and shovels win.

AI infrastructure watchlist:

⚛️ $CEG
⚡ $VST
🔌 $FPS
☢️ $LEU
Compute growth requires reliable power.

[Blacbird Jr @BlacbirdGaming]

The drone opportunity is bigger than delivery.

It includes:

🚁 Logistics
🛡️ Defense
🧠 Artificial intelligence
✈️ Autonomous aviation
Companies worth researching:
$AMZN
$KTOS
$AMBA
$DRS
$JOBY
Long-term trends create long-term winners.

[Blacbird Jr @BlacbirdGaming]

As AI demand accelerates, reliable power becomes a strategic asset.

[Blacbird Jr @BlacbirdGaming]

The AI infrastructure race is expanding beyond semiconductors.

The next critical resource:

⚡ Energy

$VST stands out:

• $1.77B Q2 adjusted EBITDA
• +30% YoY growth
• Data center infrastructure expansion
• Long-term hyperscaler agreements

[Blacbird Jr @BlacbirdGaming]

Everyone is focused on AI models.

The next opportunity may be AI everywhere.

Glasses.
Devices.
Daily life.
$GPRO is one name bringing attention back to AI hardware. 🚀