Bill Dance

Fishing and investing. Not very good at either. $MU $NBIS $AXTI $AAOI $SNDK $AMD $TSM $BE $AEHR $STX $WDC

[Bill Dance @cryptobassin]

9 out of 15 ain't bad. 😅

[Shay Boloor @StockSavvyShay]

HERE ARE THE TOP 15 PERFORMERS OF 2026

1. $SNDK +820%
2. $AEHR +471%
3. $AXTI +417%
4. $AAOI +364%
5. $WDC +333%
6. $ARM +302%
7. $MU +297%
8. $BE +278%
9. $MRVL +265%
10. $INTC +263%
11. $DOCN +261%
12. $PENG +243%
13. $NBIS +243%
14. $NVTS +236%
15. $DELL +225%

[Nacho Trades @NachoTrades]

In the past 3 months I pivoted more to stocks from crypto after trading crypto since 2017

I’ve found these accounts incredibly useful to follow in that time

@babyfolio
@degentradingLSD
@CKCapitalxx
@aleabitoreddit
@ren_stocks
@mkfilko
@AorakiTrading

Worth following their posts and keeping them on notifs imo. Intelligent traders that find good bottlenecks in the market and consistently strong trade ideas.

[Trade Whisperer @TradexWhisperer]

$MU 6.8x. Holy Jesus Christ. San Pedro de Dios.

Priced like it's going out of business next year. Reality is record profits bigger than any Mag6.

The gap is absurd.

[Bill Dance @cryptobassin]

This.

[Fin @FinTradesX]

@FinancePotentia I’m shorting Michael

[Bill Dance @cryptobassin]

Michael Burry is long $ADBE? Good Lord.

[Potentia Finance | The Insider @FinancePotentia]

@TrendSpider Remember he’s already Long on $MSFT $JD $ADBE $FI
Stay tuned for more details

[Bill Dance @cryptobassin]

Good names. Good approach. ⛳️

[TW @TW_trades_]

Current portfolio:

My highest conviction and port % is weighted into Optics. Photonic companies are lagging behind the market today. I believe we will see bids pick back up soon. A majority of that % falls into $AAOI $SIVE but I also own a bit of $COHR , $LITE

Recently have allocated around 10% towards robotics ($OUST). I am playing the robotics hype here just purely off momentum. Once we see things slow down I am selling. I believe we are too early for now.

At $180 I dedicated around 20% towards $NBIS , which I still hold today and its taken a larger % from growth. $NBIS is all I need for the Neocloud play which I have high conviction in. I prefer to choose the winner here.

CLX takes up around 10% of my current portfolio as well with names like $PENG , was looking to add $ALAB but I let that one slip away from me. CLX potential is massive and $ALAB is the pure play here.

Regarding space , Unfortunately missed the bounce on names like $ASTS but I am not ready to have space in my long term port yet. I like the space theme but IMO we are too early for anything real here.

Overall I prefer to invest, over trading, in companies and I feel like my current portfolio covers everything I need. Always looking to add something new when the thesis is right.

[Bill Dance @cryptobassin]

@TW_trades_ I'm right there with you on so many of these names.

Had small $LITE and $COHR positions, but sold them. Not sure if that was a mistake yet. Replaced them with $ALAB and $CRDO.

Feel the same about the space sector. Though wish I had caught $RKLB last year! 😅

[Bill Dance @cryptobassin]

In case you all missed this. $OUST

[Coffee House Stocks @CoffeeStocksGuy]

https://t.co/c6K8iVzCEw

[Luc @investingluc]

$OUST sits right in the asymmetry sweet spot...sub-$10B mc, hottest theme (ai/robotics), weekly base breakout, growing DoD/gov't exposure, strong narrative, $nvda ecosystem.

At just $2.7B market cap...there's a world where this gets really silly.

Reeks of a multibagger.

[Shay Boloor @StockSavvyShay]

$MU just printed software-like margins in DRAM and HBM showing how take-or-pay contracts and HBM scarcity are changing the pricing dynamic.

The clearest AI signal was Core Data Center revenue growing 653% driven by HBM and high-capacity DRAM for AI servers which makes Micron more of a toll collector on AI infrastructure with demand broadening across cloud, data center, mobile and auto.

[Bill Dance @cryptobassin]

Let's GO! 🚀

[Trade Whisperer @TradexWhisperer]

$SNDK $3,000. $2,500. New PTs

Holy Structural Shit

[Bill Dance @cryptobassin]

@babyfolio I can't decide which company and its investors best exemplifies this. There are too many!

[Bill Dance @cryptobassin]

$ALAB

[TW @TW_trades_]

$ALAB chart getting painted like the next $SNDK

Is CXL going to pull off the next memory run?

Chart looks like it’s on go mode

[d i v e r g e n t @raichutokenized]

$CRDO | Long

we all know the name and there are great articles out there so I’ll keep it short. one of the best quality businesses at -20% discount:

- high speed, low power connectivity

- hypergrowth: revenue tripled in FY2026, positive FCF and 68% gross margin

- optical optionality with the DustPhotonics acquisition

- Astera is the direct CXL/memory-pooling play, Credo is more like the CXL-enabler

- bonus: my fav man Lip-Bu Tan (Intel CEO) shilled it 10 days ago, <Intel Inside>

- both $ALAB and Credo saw huge daily volume spikes lately and ALAB was up +16.39% yesterday, I think Credo will follow

- chart looks good and the discount is there, I think these levels are good for a long. in a pure TA sense, undercutting the trend line and hitting the blue line (50D SMA) would be a pico bottom, long shot though.

I rotated some profits and I am long, entered with 80% of the size in my head today, leaving some powder if I get another dip due to rebalancing.

NFA / DYOR

[Bill Dance @cryptobassin]

🇰🇷

[PhotonBull @PhotonBull]

Korea about to take $DRAM $SNDK $MU 5% higher overnight btw

[Za @ZaStocks]

When the market breaks out of the range it’s been trading in over the last almost two months, the move will be big.

From compression comes expansion.

Market wide consolidation like this can lead a very explosive move with tons of opportunity.

[Bill Dance @cryptobassin]

🤖🤖🤖

[Wayne Liang @wliang]

Seeing a lot of chatter about robotics (like $OUST / $AMBA), nice to see the sector is gaining momentum again!

Personally buying $VPG as the most direct humanoid play. And it hasn't really run yet on this recent sector momentum?

Only sitting at ~$1.8B MC, has a lot more upside to go.

There's also a solid structural stack here...

> Manufacturing recovery
> AI data center sensors (semiconductors)
> Humanoid robotics scaling (secular, early-stage)

Precision sensors are like the boring infrastructure every robotics company needs (force sensors for grip, strain gauges for joints, motion sensors for balance).

$VPG already supplies these to multiple humanoid makers. Well positioned to benefit from every angle.

I'll elaborate on my thesis and share additional research as we go. Wanted to give my initial thoughts first!

[Bill Dance @cryptobassin]

@RJCcapital @alc2022 $25K gets you a free $DUOL ride straight into the ground.

[Jonah Lupton @JonahLupton]

2 of the 3 biggest memory makers in the world are telling us “this time is different” as we watch this industry shift from cyclical to secular which should come with a multiple rerating as these two companies plus Micron trade at an average NTM P/E multiple below 8x with 80-85% gross margins and 70-75% net income margins.

The biggest question/risk has been where memory prices go over the next few years but $MU management says the supply constraints will last until 2028 or longer and these companies are now locking in long term agreements with their biggest customers which provides visibility for shareholders.

It’s these LTAs that are likely giving the memory giants the confidence to start doing their own capex to expand capacity at rates we’ve never seen before.

I still think every investor needs to own at least 1 of these 3 companies… or keep it simple and just buy $DRAM which also gets you Sandisk, Seagate and Kioxia

[TheBigBerbowski @TheBigBerbowski]

You missed $SNDK?
You missed $MU?
You missed SK Hynix?
You missed $WDC and $STX?
You missed $SIMO?

Here's the next memory st... no, wait.

You'll miss it again.

Don't think for too long.

[CK Capital @CKCapitalxx]

Look at how many of the biggest names in the entire market are down crazy from their all time highs right now.

This is not just small caps bleeding. The mega caps are getting hit just as hard.

$NVDA. The most important company in the AI trade. All time high of $236.54 in May, now around $193. Roughly 18% off the top, even after posting record earnings. Jensen himself called the pullback a mystery.

$PLTR. All time high of $207.52 last November, now around $107. Down nearly 48% from its high and sitting at fresh 52 week lows, despite growing revenue 85% last quarter.

$NFLX. Briefly crossed $108 in April, now around $77. Roughly 40% off its high, even while growing revenue and raising free cash flow guidance to $12.5 billion.

$ORCL. 52 week high of $345.72, now around $170. More than 50% off its high as the market frets over its massive AI capex buildout.

$AVGO. 52 week high of $495, now around $370. Down roughly 25% from the top despite a $30 billion plus AI backlog and record guidance.

$MRVL. 52 week high of $316, now around $264. Down about 16% even with the custom silicon story fully intact and revenue up 196% on the year.

Here is the point. When this many world class companies are all down 15, 25, even 50% from their highs at the same time, that is not separate stories of things breaking.

That is a broad, macro driven selloff. A hawkish Fed, capex fears, and profit taking after an enormous run hitting everything at once.

Nothing about these businesses changed. NVIDIA still posted records. Palantir still grew 85%. Broadcom still has a record backlog. The fundamentals are intact across the board. What moved was sentiment and positioning, not the companies.

Zoom out. The best companies in the world go through drawdowns like this on the way higher. It is the price of admission, not a reason to panic.