Carol

Not financial advice. I utilize AI for most of my analysis. Asking the right questions is 70% of the work.

[Carol @ccahsatan]

$Gold and $Silver look bottom. $4300 and $69

[Lin @Speculator_io]

SpaceX raised $85B on its IPO.

Now that money has to be spent, and it will move through the whole value chain.

These are the key suppliers and beneficiaries:

SpaceX & Starlink
Electronics: $STM $FLTCF $TEL $APH $TXN
Materials: $HXL $VELO $CPSH $CSTM $ATI
Design: $ACM

xAI & Colossus
Chips & Compute: $NVDA $DELL $SMCI $ANET
Power & Cooling: $GEV $VRT $CAT $TSLA $BE

[Lin @Speculator_io]

Solar will power the future of AI.

Elon said “solar electricity will become by far the biggest source of power for civilization".

So, here's the breakdown of the solar sector:

Solar Panels
$FSLR First Solar
$JKS JinkoSolar
$TE T1 Energy
$CSIQ Canadian Solar

Plant Operators
$CWEN Clearway Energy
$ENLT Enlight Renewable Energy
$SPRU Spruce Power

Tracker Systems
$NXT Nextpower
$ARRY Array Technologies
$SHLS Shoals Technologies

Residential
$RUN Sunrun
$TSLA Tesla
$SPWR SunPower

Inverters
$ENPH Enphase Energy
$SEDG SolarEdge Technologies

Energy Providers
$NEE NextEra Energy
$BEP Brookfield Renewable Partners
$AEP American Electric Power

Materials & Equipment
$DQ Daqo New Energy
$VECO Veeco Instruments

[Carol @ccahsatan]

$SFM Still got a lot to prove, but we got our weekly higher high and higher low. Took a shot here, stops below higher low.

[Carol @ccahsatan]

$DOW Entry $31 coming up soon.

[Mr. T @MrTinvests]

mark this post.

june 3 i called the top of $QQQ at 748. it topped at 748.
june 9 i called the bottom at 688. it bottomed at 688 hours after i posted.

both timestamped. both public. both with the chart attached.

two calls. two exact numbers. two perfect hits.

while everyone else was telling you to "wait for the signal" and "dont trust the bounce", i was telling you the EXACT LEVELS. up to the dollar.

that's the difference between vague calls and real calls.

now here's the next leg. and this is the big one.

the bottom of this cycle is IN. the bounce off 688 is the start of the next leg up. not a relief rally. not a dead cat. the real thing.

$QQQ rallies 7% from here. $SPY rallies 5%. new all time highs are coming.

after that - the next weakness window is july 10 through early august. mark it. that's when i raise cash again.

right now im positioned heavy. names ive been adding into the weakness - $AEVA $DRAM $AAOI $RKLB $APP $INTC $OUST $AXTI $UMAC etccc- all setting up to lead this leg.

ill teach u everything i know from A to Z.... never miss out on anothr cycle again

[stockbee @PradeepBonde]

I just move my stops aggressively to protect profit if it gaps or breakouts in first few minutes so id it starts fading you out with profit. Genuine breakouts don’t fade so you hold for 3 to 5 days.

[Carol @ccahsatan]

$RGTI nice weekly gap up.

[Carlos That Notices Things @QuetzalPhoenix]

The richest guy on Earth SHOULD be the guy making cutting edge cars and rockets instead of dudes who sell purses and perfumes or dudes who run investment firms or dudes who made Facebook.

[Ankur Patel @AnkurPatel59]

Focus on First or Second Consolidation After the Base

If you miss the base breakout, focus on the first or second consolidation after it.These are often the best opportunities because the stock has already shown strength but is still early in its move.

Your risk is usually small, while the upside can be much bigger if the trend continues.

[Carol @ccahsatan]

RT @jfsrev: Outsized performance isn’t driven by trade selection alone—it comes down to these four principles, which have a far greater imp…

[Jeff Sun, CFTe @jfsrev]

1-Month RS builds the house (structure). RS Thrust Rate opens the door (velocity and acceleration). RS Thrust Rate % measures the speed of recent relative strength over the past week, but it's calibrated with some weightage and bonus scoring.

First, the ranking is now dual-layered from the sector level onward: first by 1-Month RS, then by RS Thrust Rate %. I intentionally don't sort the individual segments because it's easier to visually track the progression from small caps to large caps and identify which areas are emerging, dominating, or deteriorating. The leadership in $IJJ (Mid-Cap Value), for example, is no coincidence given the stocks we've been focusing on and stalking recently.

The model is essentially a calibrated blend of 1-week and 1-month RS, currently leaning toward a 60/40 weighting in favor of recency. I've also added a small 0.1 adjustment factor based on the change in 1-week RS versus its reading three trading days ago (so my reading have 110% to -10%, exceeding the 100%-0% threshold). This helps prevent a group from scoring a perfect RS reading simply because of a short-lived burst while underlying constituents are already losing momentum.

I might share the formula in a few months, but I'm still fine-tuning the sensitivity and weighting of the RS Thrust Rate % to strike the right balance between responsiveness and durability. Basically to test the balance of trading ideas on sustained trend vs character change.

[David Marlin @Marlin_Capital]

Goldman just dropped a map of the entire humanoid robot supply chain.

Here are the publicly traded tickers they named 👇

Humanoid Robot Makers
$TSLA $XPEV $BYDDY Xiaomi (https://t.co/RPbT5Oj9UJ) UBTECH (https://t.co/EO05DLCQP0) GAC (https://t.co/T1osYSotwm) Estun (https://t.co/SLoKyVJFwK)

Foundation Models
$NVDA $GOOGL $META $TSLA iFlytek (https://t.co/GkdGOE01ne)

GPU / CPU
$NVDA $INTC

Actuators & Dexterous Hands
Harmonic Drive (6324.T) Schaeffler (https://t.co/ffXnllJK8Q) Sanhua (https://t.co/iUBd6veBIA) Tuopu (https://t.co/TGwIjrGNy5) Inovance (https://t.co/rDg1nISo3v) Beite (https://t.co/pmmKNCMuBg) Hengli Hydraulic (https://t.co/zQruW4FAsC) Shuanglin (https://t.co/9r6ryQpa70) Veichi (https://t.co/quOw76Iugn) Fortior (https://t.co/0w6Rx0glAA)

Sensors
$NOVT $VPG Murata (6981.T) TDK (6762.T)

Vision (camera / LiDAR)
$HSAI $INVZ $LAZR $OUST $INTC RoboSense (https://t.co/Q96afktgd1) Orbbec (https://t.co/YS9Xi49wTu) Sunny Optical (https://t.co/EVhhEEdrnK)

Batteries
CATL (https://t.co/1KXEBy1bOE) Samsung SDI (006400.KS) Panasonic (6752.T)

[Lin @Speculator_io]

Jensen literally told you where to invest.

This is his 5-Layer AI Cake:

Layer 1: Energy
$BE $GEV $PWR $AMPX $VICR $VST $NVTS $BWXT $CEG $UEC $CCJ

Layer 2: Chips
$NVDA $TSM $INTC $AVGO $AMD $ASML $ARM $MRVL $AAOI $AXTI $COHR $MU $SNDK $STX $OPTX $LITE $ICHR $AEHR $WDC

Layer 3: Infrastructure
$NBIS $IREN $CRWV $APLD $VRT $DELL $HPE $ORCL

Layer 4: Models
$GOOGL $META $AMZN $TSLA

Layer 5: Applications
$NOW $PLTR $DOCN $SNOW $NET $FSLY $INOD

[Brian G ☀️ @alphacharts]

@Jesse_Livermore Neo clouds sit in the middle and are merely REITs (collect rents, pay utilities & repairs, and earn fixed margin).

Hyperscalers, Neo clouds, & OEMs all have a call option on the level of employment or business disruption. Even if there's multiple parallel groups of competitors.

[Carol @ccahsatan]

$dual a hated name and got destroyed along with software. Gapped up above moving average cluster. A good turnaround candidate for a run to next resistance.

[Carol @ccahsatan]

@MandoTrading $COPX $CPER

[Lin @Speculator_io]

Trump has been telling you what to buy for months:

• AI: $DELL $MU $SNDK $WDC
• chips: $INTC $AMD $NVDA $TSMC $ARM
• space: $RKLB $PL $ASTS
• crypto: $HOOD $CRCL $PURR
• energy: $BE $GEV $FCEL $TE
• drones: $UMAC $ONDS $AVEX
• nuclear: $XE $CCJ $OKLO $UUUU
• robotics: $OUST $AEVA
• quantum: $IONQ $QBTS $RGTI $INFQ
• batteries: $FLNC $AMPX $KULR
• healthcare: $OSCR $CLOV
• photonics: $AXTI $AAOI $LITE $CRDO
• rare earths: $USAR $CRML $TMC
• manufacturing: $STRL $CDNL
• critical minerals: $TMQ $MP $LAC

Don't overcomplicate it.

Never miss the leading stocks again:
https://t.co/elrxrmAnFt