Brandon Sweeney

2025 Email:[email protected] | 2b,SS,OF | Allentown Hs | Uncommitted | GPA 3.73 |

[TrendSpider @TrendSpider]

BREAKING: AI-related stocks are falling in overnight trading.

$NVDA -1.5%
$MU -3%
$SNDK -4%
$NBIS -4%
$IREN -4%
$ARM -3%
$WDC -2.5%
$INTC -3.5%
$AMD -2.5%

[TrendSpider @TrendSpider]

the watchlist stays jacked

[TrendSpider @TrendSpider]

Sandisk $SNDK putting together its cleanest stretch in months 🌶️

[Oguz Erkan @oguzerkan]

Few words on $UBER:

It actually started to look like a no-brainer.

It’s currently at 15x 2027 earnings and 12x 2028 earnings while double digit annual growth expected through 2030.

So, the only reason it gets this discount is that the market doesn’t fully believe shareholders will really get the future cash flows. It’s concerned of potential disruption by robotaxis.

That won’t happen.

People always underestimate the tendency for aggregation.

Even if autonomous taxis become mainstream globally, it’ll be a pretty fragmented market with Waymo, Tesla, AVride, Zoox etc.

How many apps people are willing to download for mobility?

What the market misses is that fragmentation is not just a problem for consumers, it’s also a viability issue for providers.

We are looking at what’ll be a capex heavy business. Companies will need monopoly/oligopoly to deploy fleets globally, maintain and replace them regularly and still provide affordable rides to consumers. If this won’t happen, the business won’t be viable.

So, over time, we’ll see companies like Tesla and Waymo to position themselves as equipment providers (OEM) rather than service providers and platforms like $UBER will act as service providers.

Yes, $UBER could have had a faster pivot to robotaxis so far, but it is still the primary candidate to dominate the market and 15x 2027 earnings more than makes up for the execution risk.

They scale robotaxis in a few big cities and we’ll quickly see the stock above $100 again.

[Jeremy Lefebvre @HolySmokas]

A++ AMD

[Elon Musk @elonmusk]

SpaceX has committed to using Nvidia GPUs exclusively because they are the best

[Jeremy Lefebvre @HolySmokas]

Huge congrats to Ondrej. I never saw growth rates going this high. He did. Legendary call.

[TheChartGuys @ChartGuys]

Big returns mean nothing if you took on reckless risk to get them. The Sharpe Ratio shows whether your performance came from skill or just extra risk.
https://t.co/8VuqbRQ8Mt

[Shay Boloor @StockSavvyShay]

$SOFI five years ago:
• $15/share
• 2.5M members with ~$300M gross profit run-rate

$SOFI today:
• $15/share
• 15.8M members with ~$2.5B gross profit run-rate

Same price. Very different business.

[Jeremy Lefebvre @HolySmokas]

Memory stocks are going thru the biggest bubble we will see in our lifetime for them. A stock like Micron is just one of many. The party is NOT over yet, but when it does end… AND IT WILL… the mess to clean up will be gigantic.

[0xNobler @CryptoNobler]

🚨 DON’T BECOME EXIT LIQUIDITY

Today, SpaceX hits the public market at a $2.2 TRILLION valuation.

This isn’t just another IPO.

It’s the biggest liquidity-grab event in history.

People are dumping EVERYTHING just to buy a few shares.

The crowd sees unlimited upside.

Institutions see a liquidity event.

Stay away from Day 1.

It’s a textbook trap.

You’re buying shares from insiders who’ve been waiting years for this exact moment.

And the timing couldn’t be more dangerous.

The market is still drunk on the AI narrative.

Valuations are stretched.

Speculation is everywhere.

Everyone believes the party continues forever.

It doesn’t.

The AI bubble is closer to the end than the beginning.

Inflation pressures are building again.

The market is underestimating how restrictive monetary policy can become.

Risk assets don’t thrive when liquidity disappears.

They suffer.

Then comes the phase nobody is prepared for.

Months of painful sideways action.

No breakout.

No moon mission.

Just a slow grind lower and endless frustration.

This is where retail gets destroyed.

And it works every cycle.

The headlines fade.

The influencers move on.

The excitement disappears.

99% of investors lose patience and sell at a loss.

That’s when smart money starts accumulating.

Quietly.

Without the hype.

Without the attention.

Without the crowd.

When nobody wants to hear the word SpaceX anymore.

You have two choices:

Buy the listing and become exit liquidity.

Or wait for the fear, the boredom, and the discount.

Patience pays you in the end.

FOMO pays them immediately.

For the record, I called the $17K Bitcoin bottom in 2022, and the $126K market top in 2025.

I’ll call the real entry for SpaceX too.

The crowd will be too scared to buy.

Follow and turn on notifications.

Most people will see the opportunity only after it’s already gone.

[Elon Musk @elonmusk]

🚀 🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀

[Fundamental Investing @Investinc_Intel]

You wake up and the year is 2030:

$SOFI -> $100
$HIMS -> $200
$IREN -> $350
$ZETA -> $150
$NOW -> $400
$PLTR -> $500
$TSLA -> $418

[Moose @Brownmoose]

One day it will be your turn.

— $NVDA

[CMS Invests @cmsinvests]

$INFQ and $IONQ investors in 2030 knowing quantum is the next wave

[The Kobeissi Letter @KobeissiLetter]

NVIDIA, $NVDA, EARNINGS SUMMARY:

1. Record quarterly revenue of $81.6 billion, above expectations

2. Q1 adjusted EPS of $1.87, above expectations

3. Q2 revenue guidance of $89.2 billion to $92.8 billion, above expectations

4. New $80 billion share buyback authorization

5. Increase in dividend from $0.01/share to $0.25/share

6. Total revenue growth of +1,035% over the last 3 years

Once again, Nvidia has crushed just about every expectation possible.

The AI Revolution is on fire.

[TRADESTER JJ @TRADESTERJJ]

“Dad, $AMD is $400.00 now. Weren’t you able to buy it for $80.00?”

“Son, I was too busy buying $SoFi at $15.00 and it’s still at $15.00”

[CMS Invests @cmsinvests]

Cash holders after watching $MU and $SNDK rip another 10% in a day instead of a 10% pull back dip

[Fam @fammetaX]

“i’ll invest when things calm down”

$AMD: $217 → $408 in one month

it never calmed down

it just left without you