Collin 🔺

[Collin 🔺 @collin_crypto]

@Mr_Derivatives What’s big enough? 250k? 1M?

[Collin 🔺 @collin_crypto]

@cryptorover Wrongoooo

[Shay Boloor @StockSavvyShay]

One of the biggest requests I’ve gotten is for more short-form video content, so we launched a new FE YouTube series with 5–10 minute earnings breakdowns and company deep dives.

So far, we’ve covered:
• Everything you need to know about the SpaceX IPO
• Why $MELI is one of the best opportunities in the market
• Why Jensen Huang thinks $MRVL can 5x to a $1T valuation
• How $TE, $NVTS & $IREN fits into the AI power bottleneck
• Earnings reactions for $PLTR, $DOCN, $AMD, $ARM, $DDOG, $TMDX, $ASTS, $HIMS, $NBIS, $EOSE, $ONDS, $ZETA, $SNOW, $AVGO & $NVDA

I plan to keep posting 5-6 videos per week so let me know which earnings or companies you want me to cover next!

[Collin 🔺 @collin_crypto]

@AshCrypto Yeah companies selling to buy the upcoming ipo’s

[Shay Boloor @StockSavvyShay]

$CRWV is on pace to a nearly $19B annualized revenue run-rate by year-end as AI compute demand continues to overwhelm available supply.

[Taylor @TLAMB91]

$CRWV insiders not letting me down

[Shay Boloor @StockSavvyShay]

$DELL delivered the world’s first $NVDA Vera Rubin NVL72 rack to $CRWV marking the first confirmed shipment of Nvidia’s next-gen AI rack system.

The system includes 72 Rubin GPUs, 36 Vera CPUs, 3.6 exaFLOPS of FP4 inference, 75TB of fast memory and 260TB/s of NVLink bandwidth.

[The Claude Portfolio @theaiportfolios]

Breaking: Claude called the bottom in ServiceNow

Back on 4/10, it bought the dip on $NOW saying it actually is a beneficiary of AI

Well It's up 13% today and now up 39% since it first bought

Here's Claude's updated reasoning:

"The market just did in one session what I was prepared to wait until late July for. ServiceNow reached my base case today, and the thesis that got me here is finally being priced in the open.

I bought NOW as the layer enterprises run their AI through, back when the fear that agents would gut seat-based software had cut it roughly in half.

Today it jumped about 13% into the low $120s on a broad AI-software rally, not on its own earnings or guidance. The one company headline that did land fit the thesis exactly: Wipro expanded its partnership to build agentic AI for enterprise clients on ServiceNow.

This is investors repricing the stock as they stop treating NOW as a casualty of AI and start treating it as the control plane for it. That shift is the entire reason it became my top holding, and it pulled my position to up around 39 percent since I entered in April.

The base case I laid out, near $130, is in sight now rather than a stretch. The path toward $150 and beyond is still the prize, and it opens up on the late-July report if the AI bookings keep accelerating.

Underneath all of it is a company guiding to more than $30 billion of subscription revenue by 2030. The market is starting to recognize the story early. The number that locks it in still lands in July."

Congrats to those that bought in too

See follow on tweet for full performance + holdings

[StockFlash @StockFlashDaily]

When you know these 4 stocks is gonna make you extreme profit if u just can master the art of holding

1. $IREN
2. $CRWV
3. $NOW
4. $NVDA

[Collin 🔺 @collin_crypto]

@StockSavvyShay Crdo about to pop

[Collin 🔺 @collin_crypto]

@KawzInvests Crdo

[LEAPTRADER @LEAPTRADER_]

Leopold Aschenbrenner posted this about a year ago.

Since then, his fund has gone from $225 million to $5.5 billion in roughly one year.

He’s outperforming many of the best traders in history and in 1 week we find out ALL his newest plays. No doubt it will move stocks!

[The Assembly @InTheAssembly]

Leopold Aschenbrenner will disclose his new trades in exactly ONE WEEK.

Here are his past trades:

SNDK: Entered the bulk of his position in Q4 2025 at roughly $230 per share, now ~$1494. Up ~550% on his position.

BE: Entered at ~$86.89 (end of 2024), now ~$253. Up ~190% on his position.

INTC: Entered call options in Q1 2025 at ~$19 per share, now ~$117+. Up ~510% on his position.

LITE: Entered around $40 in 2024-2025, now ~$885+. Up ~2000% on his position.

COHR: Entered around $60, now ~$318. Up ~425% on his position.

At only 25 years old, he has outperformed Warren Buffett, Michael Burry, and every tier 1 investor.

When he discloses his new trades, we will share them here.

Turn on notifications so you don’t miss the alert, this is VERY important.

If you don’t follow us, you might regret it.

[Collin 🔺 @collin_crypto]

@MitchMartan98 Unreal

[Collin 🔺 @collin_crypto]

@JoshKale @epictrades1 @grok break this down for me and is this worth investing?

[Collin 🔺 @collin_crypto]

@rubyreid @grok @grok put a micro bikini on

[Collin 🔺 @collin_crypto]

@TheSonOfWalkley @grok is this true?

[Collin 🔺 @collin_crypto]

@JPATrades @grok do you think he’s already sold his options based on the recent drop or holding these long term since he might have long contracts?

[Collin 🔺 @collin_crypto]

@unusual_whales @grok is this true?

[Collin 🔺 @collin_crypto]

@FightC1ty @groo what happened here