blue papper the 米国株握力投資

（五里霧中投資家）アメリカ株を超少額で超分散投資。成長株重視。一生もの自分ファンド。この結末やいかに？ #投資 #株式 #アメリカ株 #株 #福岡 #自分ファンド

[blue papper the 米国株握力投資 @blue_papper]

これ全部買ってファンド作ろ

[Jerry Romine Stocks @Jerry_Romine_]

The AI supercycle is not one stock.
It is an entire chain getting repriced.

Buy by layer. Don’t buy at random.👀

⚡ Layer 1 | Energy
No power, no compute.
$BE $253 | $GEV $942 | $PWR $576 | $FCEL $8
$VST $156 | $NVTS $14 | $BWXT $158 | $CEG $285
$UEC $14 | $CCJ $101
$FPS | $VICR

💾 Layer 2 | Chips
The model means nothing without the silicon.
$NVDA $230 | $TSM $429 | $INTC $96 | $AVGO $358
$AMD $478 | $ASML $1,715 | $ARM $252 | $MRVL $224
$AAOI $106 | $AXTI $89 | $SNDK $1,740 | $MU $1,017
$SKHY $177 | $COHR $259 | $LITE $650 | $AEHR $37
$WDC $449 | $GLW $152

🏗️ Layer 3 | Infrastructure
Between power and chips sit the data centers, cooling, cloud, and load.
$NBIS $117 | $IREN $45 | $CRWV $87 | $VRT $281
$DELL $524 | $HPE $52 | $ORCL $159
$APLD

🧠 Layer 4 | Models
The platforms own distribution, data, and orchestration.
$GOOGL $338 | $META $617 | $AMZN $259
$SPCX unlisted

📱 Layer 5 | Applications
The money lands with the companies that turn models into products.
$NOW $141 | $PLTR $174 | $SNOW $154 | $NET $257
$FSLY $20 | $GTLB $26 | $TSLA $354
$DOCN

Core: energy, chips, infrastructure.
Treat the application layer as satellites. Don’t put the whole clip into a narrative.

The next layer list drops soon.
Follow and turn on notifications, or you’ll miss the next name. 🔔

[Milk Road Stocks @MilkRoadStocks]

Ray Dalio's portfolio is basically a bet on diversification above everything else.

His single largest individual stock position is $NVDA at 4.9%. (Save this)

His top named positions:

SPDR S&P 500 ETF: 6.9%
$NVDA: 4.9%
iShares ETF: 4.4%
$GOOG: 4.2%
$MSFT: 3.6%
$META: 2.5%
$CRM: 1.9%
$BKNG: 1.9%
Others: 60.3%

Six of his named positions are either ETFs or mega-cap tech.

Over 60% sits in a long tail of smaller holdings.

Dalio built his career on the All Weather portfolio idea: no single bet should be large enough to matter if it goes wrong.

NVIDIA at 5% is the most concentrated he gets and even that is paired with broad index exposure.

Use the link below to see exactly what our PRO analysts hold.

[Milk Road Stocks @MilkRoadStocks]

Kevin O'Leary's portfolio is a bet on dividend-paying blue chips with no single position above 6%. (Save this)

His largest position is $V at 5.93%, followed by $HD at 5.36% and $AAPL at 5.05%.

Other notable names:

$MSFT: 4.66%
$JNJ: 4.25%
$MA: 4.21%
$GOOGL: 4.19%
$MRK: 4.19%
$MCD: 3.50%
$CSCO: 3.29%

Every position is within a 2.6% band of each other.

The thesis is simple:

Mr. Wonderful runs his portfolio like a business with equal-weight investments.

Use the link below to see exactly what our PRO analysts hold.

[SensaMarket @sensa_market]

NVIDIA Corporation Public Equity Portfolio Allocation (Q3 2026)

1. Intel ($INTC) — 41.32%
2. Nebius ($NBIS) — 20.43% 3. CoreWeave ($CRWV) — 15.95%
3. Synopsys ($SNPS) — 8.33% 5. Coherent ($COHR) — 8.09%
4. Others — 5.88%

🔍 Discover more market trends & opportunities → https://t.co/uSHHfRmZrK

[SensaMarket @sensa_market]

Representative Daniel Meuser Disclosed Top 10 Holdings

1. Alphabet (GOOGL) — 20.05%
2. Nvidia (NVDA) — 18.55%
3. Vanguard Russell 1000 Value ETF (VONV) — 16.06%
4. Microsoft (MSFT) — 11.47%
5. Apple (AAPL) — 8.91%
6. Vanguard Russell 1000 Growth ETF (VONG) — 5.20%
7. Amplify Cybersecurity ETF (HACK) — 3.93%
8. Meta Platforms (META) — 3.89%
9. Visa (V) — 2.87%
10. F.N.B. Corporation (FNB) — 2.46%

🔍 Discover more market trends & opportunities → https://t.co/uSHHfRmZrK

[SensaMarket @sensa_market]

Google Stock Portfolio

[Carbon Finance @carbonfinancex]

Chris Hohn's Latest Stock Portfolio:

[Alpha Owl @AlphaOwlTrading]

WHAT'S GOING ON HERE???

Analyst targets are SCREAMING upside on these 7 stocks…

1/7 Rocket Lab $RKLB

Average PT upside +77%

[Carbon Finance @carbonfinancex]

Harvard University's Stock Portfolio Visualized:

[Bill Brooklyn @BillBrooklyn10]

I’m 60 years old and retired from JPMorgan. My monthly income is $105,000.
My September advice 4th:
$SNDK (SanDisk) — Don’t buy
$MSTR (Strategy) — Don’t buy
$HOOD (Robinhood) — Don’t buy
$TSLA (Tesla) — Buy at $358–$363
$SPCX (SpaceX) — Buy at $133–$140
$SHKY (SK hynix) — Buy at $155–$160
$MU (Micron Technologys) — Buy at $935–$943
People ask, Why don’t you charge?
I’ve made enough. Sharing is my passion ,that’s why I post for fre.

[Carbon Finance @carbonfinancex]

Chase Coleman's Latest Stock Portfolio:

[The Analyst @MMatters22596]

Palantir Founder Peter Thiel just started investing again.

75% of his portfolio is in energy stocks.

Elon Musk just stated that over 15GW of compute capacity won't be able to be utilized because the buildout is heavily power constrained.

It's obvious where the money is going to flow now.

Hyperscalers and $NVDA can't afford to let the buildout slow down, they will throw billions at every bottleneck that emerges.

The question is, are you positioned for this?

[Colt Harrison @FemmyYohana]

1 year ago $SNDK was $35 → ripped 6625.71% to $2354.

Here are 13 stocks still under $20 with the exact same Al setup:

1. $POET $8.19 - Optical interposers for Al data centers

2. $LAES $2.61 - Post-quantum security chips

3. $TE $4.96 - Only US owned solar cell fab

4. $KEEL $3.51 - Bitcoin miner turning Al power landlord

5. $SATL $5.31- Owns the satellites, defense demand exploding

6. $ONDS $8.75 - Counter-drone defense

7. $ACHR $5.93 - Bought Boeing's drone unit

8. $SMR $9.74 - Only NRC-approved SMR, Al needs baseload

9. $GILT $10.36 - Ground terminals for every constellation

10. $SPIR $14 - NOAA privatizing weather data

11. $GLXY $25.29 - Crypto funding gigawatt Al data center

12. $BKSY $24.76 - Gen 3 satellites live

13. $AEVA $16.39 - Lidar pivoting to Al co-packaged optics

Bookmark this. Which one are you watching? Next alert dropping soon!

If you are not following us with notifications turned on, you might miss our next alerts.

[Leif | Investing @LeifInvests]

If I could only own 5 stocks for the next 5 years, these would be my picks.

One from each sector. 👇

Technology: $ORCL
Energy & Resources: $VST
Industrials: $FPS
Financials: $SOFI
Consumer & Healthcare: $AMZN

5 stocks. 5 years. Pure conviction.

Now your turn! 💯

What are your 5 picks? 👀

[Colt Harrison @FemmyYohana]

I don't give a FUCK if you have $1000 or even $100,000 in your portfolio,
Photonics stocks are going to make people MILLIONS this year.

Here are my top 5 stocks that I believe can 10x:
$AAOI
$SIVE
$AXTI
$LPTH
$COHR

Many will regret not following me for more.

[James Caldwell @jamescal2026]

5 stocks that got ABSOLUTELY HAMMERED this week.

This is exactly why I’m watching them like a hawk right now:

1. $IREN -16.85% this week
AI cloud revenue already overtook Bitcoin mining — this selloff looks like a gift to patient capital

2. $OUST -9.35% this week
Lidar sector is shaking out. The tech leaders are getting mispriced

3. $IONQ -14.45% this week
Quantum computing leader crushed by rate fears. Long-term thesis still intact

4. $ASTS -15.81% this week
Direct-to-cell satellite story is still on track. Cheaper entry than last week

5. $MRVL -8.31% this week
Core AI data-center optics play over-punished after earnings

I’ve added all 5 to my active watchlist and will start scaling in on stabilisation.

Which 2-3 are you most interested in? Drop them below and I’ll DM you my exact entry zones + position
sizing plan.

RT + comment = priority reply.

[David Harris @Davidaiuwhy]

Next-Gen Leaders: Buy Early, Hold Patiently：

Buying $ONDS now is similar to buying $PLTR at $30
Buying $AMPX now is similar to buying $AAPL at $41
Buying $NBIS now is similar to buying $MSFT at $65
Buying $OSS now is similar to buying $NVDA at $60
Buying $IREN now is similar to buying $AMZN at $52
Buying $AAOI now is similar to buying $GOOG at $76
Buying $AXTI now is similar to buying $META at $120
Buying $TE now is similar to buying $TSLA at $80

Patience pays. Compounding in this sector could be massive — these names are positioned to become the next generation of market leaders. Bookmark this post and stay tuned for my upcoming alerts.

[Ethan Carte @933Athkar]

Stocks Most Likely to 10X in the Next Decade

$RKLB Trading now at $64
$ASTS Trading now at $58
$CRDO Trading now at $232
$NBIS Trading now at $209
$IREN Trading now at $35
$EOSE Trading now at $3.26
$ZETA Trading now at $30
$ONDS Trading now at $7.9
$OSCR Trading now at $30
$OPEN Trading now at $3.29
$ADUR Trading now at $14
$KEEL Trading now at $3.22
$HYLN Trading now at $3.51
$NOW Trading now at $144
$HIMS Trading now at $28
$SOFI Trading now at $18
$GRRR Trading now at $14
$RCAT Trading now at $8.49
$CIFR Trading now at $15
$ASST Trading now at $21

Next alert dropping soon!
If you are not following us with notifications turned on, you might miss our next alerts.