altseason

lost all

[altseason @cryptooster]

Cycle is over.
Bear market has started 5% loaded.
$BTCUSD see you at 33K in less than 12- 18 months.
ALTS will pump against BTC.

[mon @moninvestor]

My favourite stocks in each sector right now:

Nuclear: $SMR
Robotics: $OUST
Rare Earth: $UAMY
Copper: $COPX ETF
Memory: $DRAM ETF
Space: $SATL & $VELO
Solar: $CSIQ, $TE & $ENPH
Drones: $ONDS & $KRKNF (UUVs)
Neoclouds: $IREN, $NUAI & $KEEL
Health/Bio Tech: $HIMS, $IBRX, $PRME

[Kav @KavyaPda]

AI stocks nobody is talking about enough:
• $AAOI — up 357% YTD, $1B+ revenue projected for 2026 
• $LITE — up 143% YTD, revenue up 65% YoY, just added to S&P 500 
• $ALAB — revenue up 93% YoY, profitable, $3 EPS projected for 2026 
• $NBIS — GPU cloud, $12B Meta deal, $2B NVIDIA backing
• $BE — $20B backlog, 58% revenue growth guided, Oracle deal for 2.1 gigawatts 
Same AI theme as $NVDA.
Fraction of the market cap.

[beeple @beeple]

PERMANENT UNDERCLASS

[Prof @TheProfInvestor]

I have been saying it for a while, and I will repeat it again for all my new friends:

Uranium ( $CCJ $DNN $URA $UEC $NXE )
Nuclear ( $LEU $OKLO $NNE $SMR )
Solar ( $FSLR $TAN $SEDG $CSIQ $ARRY $TE )
Softwares ( $MSFT $IGV $PANW $CRWD $NOW $TEAM $SNOW $DDOG $DOCN )
Drones ( $UMAC $RCAT $RDW $ONDS $KTOS )

If you dont have exposure to them, start considering.

Everyone who follows me makes money by being in the right stocks at the right time.

[The Analyst @MMatters22596]

15 best innovative smallcaps to own for 2026:

1. $KRKNF | Robotics/Defense (Anduril)
2. $EOS.AX | Counter-Drone Lasers
3. $EOSE | Energy storage
4. $SMR | Small-nuclear-reactors
5. $ZETA | AI-marketing software
6. $LUNR | Space Infrastructure/Moon
7. $RDW | Defense/Space Infrastructure
8. $MDA | Robotics/Space
9. $ONDS | Defense-Autonomy
10. $DRO | Counter-drone-tech
11. $TE | Solar/Battery tech
12. $FLY | Rocket-launches
13. $OUST | Lidar technology
14. $PGY | AI-powered credit network
15. $HSAI | Lidar (Robotics/Autonomous driving)

Any others that deserve to be on this list?

[altseason @cryptooster]

@StockSavvyShay @fiscal_ai To build out the data center space required to fulfill that $19B Microsoft and $27B Meta backlog, Nebius is burning jaw-dropping amounts of cash. They are projected to spend $16 Billion to $25 Billion in capital expenditures in 2026 alone to construct mega-campuses.

[Rich Peter @peterli34923561]

$SMR --- $SMR is one of the most talked-about story-driven, high-beta tech-energy stocks on Wall Street. It is the only company globally with a Small Modular Reactor (SMR) design officially certified by the U.S. Nuclear Regulatory Commission (NRC).

1.The Power Crunch Savior for AI Compute Booms
NVIDIA-powered AI data centers are voracious energy hogs that demand 24/7 zero-carbon baseload power. Wind and solar suffer from weather intermittency, while traditional large-scale nuclear plants take 10+ years to build. SMRs can be deployed behind-the-meter directly adjacent to data centers—making them the ideal long-term energy solution for tech giants like Microsoft, Amazon, and Google.

2.Unmatched Regulatory Moat
Nuclear energy is a policy and approval-intensive industry. NuScale’s design remains the only SMR technology with NRC safety certification in the market. Competitors like Oklo face a multi-year regulatory gap just to catch up on approvals.

3. New Blue Ocean for Industrial Decarbonization
Beyond power generation, NuScale recently partnered with Ebara Elliott Energy to test high-temperature steam compressors. This means its SMRs can not only power data centers but also supply clean high-grade heat directly to heavy industries (e.g., chemicals, agricultural ammonia fertilizer manufacturing)—unlocking a second major growth curve.

[Shay Boloor @StockSavvyShay]

President Trump is pursuing funding deals with a group of drone companies to boost domestic production.

Another signal that U.S.-made drones are becoming a national security priority.

$ONDS, $AVAV, $KTOS, $AVEX, $UMAC, $RCAT, $DPRO

[Value Investing Edge @StonkValue]

SpaceX IPO, $SPCX is going public next month.

This will instantly rerate whole space sectors and it’s associated supply chain.

Major stocks to watch-

1. Direct SpaceX Supply Chain Links

$STM — STMicroelectronics
$TSLA — Tesla
$VLD — Velo3D
$RDW — Redwire Corporation

2. Launch & Space Infrastructure

$RKLB — Rocket Lab USA
$LUNR — Intuitive Machines
$MDA — MDA Space
$RDW — Redwire Corporation
$VOYG — Voyager Technologies

3. Satellite Imagery / Earth Observation

$PL — Planet Labs
$SATL — Satellogic
$BKSY — BlackSky Technology
$FLY — Firefly Aerospace

4. Satellite Communications / Connectivity

$IRDM — Iridium Communications
$GSAT — Globalstar
$SATS — EchoStar
$TSAT — Telesat
$VSAT — Viasat

5. Aerospace & Defense Systems

$HON — Honeywell International
$HWM — Howmet Aerospace

6. Materials, Alloys & Advanced Manufacturing

$ATI — ATI Inc.
$CRS — Carpenter Technology
$MTRN — Materion
$HXL — Hexcel
$HWM — Howmet Aerospace

7. Broad Space ETF Exposure

$UFO — Procure Space ETF

[Humanoid Investing @HumanoidInvest]

The Humanoid Robotics Component Chain 🤖

Rare Earth Magnets

High-performance magnets (e.g., neodymium) for actuators and sensors.
- MP Materials $MP — Leading US rare earth producer expanding into magnet manufacturing.
- USA Rare Earth $USAR — Mine-to-magnet capabilities.

Motor & Actuators

Magnets, stators/rotors, bearings, gearboxes, high-torque actuators for joints and end-effectors.
- Moog Inc. $MOG — High-performance actuation systems.
- Rockwell Automation $ROK — Motion control, motors, and actuators.
- Tesla $TSLA — In-house actuator and motor development for Optimus.

Electronics & Control

Power electronics, motor drivers, control boards, processors, and communication.
- Texas Instrument $TXN — Motor drivers and power management.
- Analog Devices $ADI— Precision signal processing and motor control.
- Allegro MicroSystems $ALGM — Motor drivers and power ICs.
- NVIDIA $NVDA — AI processors and control platforms.
- Rockwell Automation $ROK — Control systems and PLCs.
- indie Semiconductor $INDI — Automotive-grade semiconductors, radar, vision processors, and sensor-fusion solutions with humanoid robotics design wins.

Sensors

IMUs, force/torque, position encoders, tactile, and related sensing.
- Honeywell $HON — IMUs, force/torque, and industrial sensors.
- Teledyne Technologies $TDY — Sensors and imaging.
- Novanta $NOVT ATI Industrial Automation — Force/torque sensors.
- Cognex $CGNX — Machine vision and sensors.
- Vishay Precision Group $VPG — Precision strain gauges, force/torque sensors, load cells, and foil-based technologies for robotic joints, limbs, and tactile feedback.

Perception Systems

LIDAR, depth cameras, radar, microphones for mapping and localization.
- Ouster $OUST — Digital LIDAR.
- Aeva Technologies $AEVA — 4D LIDAR/FMCW.
- MicroVision $MVIS — LIDAR and perception tech.
- Teledyne $TDY — Advanced imaging and sensors.
- Tesla $TSLA — Camera-based vision system (FSD tech).

Robot Integration & Humanoid System

Full platform integration and cohesive robotic systems with real-world deployment.
- Tesla $TSLA — Optimus humanoid development and integration.
- Serve Robotics $SERV — AI-powered autonomous delivery robots and, through its acquisition of Diligent Robotics, Moxi — a proven hospital assistant robot deployed in 25+ U.S. hospitals for logistics (medications, samples, supplies). Demonstrates scalable indoor/outdoor integration, perception, and safe human-shared environment operation.
- Hyundai Motor $HYMTF — Owns Boston Dynamics (Atlas humanoid).
- Rockwell Automation $ROK — System-level integration support.
- Symbotic $SYM — Robotics integration expertise.

Software & AI (The Intelligence Layer)

Perception, SLAM, motion planning, AI/learning, simulation, and digital twins.
- NVIDIA $NVDA— AI training/inference, Isaac simulation platform.
- Palantir Technologies $PLTR— AI platforms for planning and decision-making.
- UiPath $PATH — RPA and automation software.
- Microsoft $MSFT / Alphabet $GOOG — Cloud AI and simulation tools.
- Tesla $TSLA — End-to-end neural networks for Optimus.

[The Rollup @therollupco]

The @NEARProtocol, ZEC, HYPE Trifecta Bull Thesis with @CryptoHayes & @ilblackdragon

Timestamps
00:51 Arthur's Macro Thesis
01:32 AI Is National Defense
04:10 Full Port NEAR Zcash Hype
05:23 L1 Consolidation Has Begun
08:26 Why Arthur Loves Zcash
10:03 Naval Changed Arthur's Mind
12:56 Intents Enable Anonymous Swaps
13:45 20x NEAR vs 5x ZEC
14:51 $19B Volume $33M Fees
15:47 Privacy Enables Mass Adoption
19:07 NEAR Fully Diluted Now
21:01 AI Blockchain Vision 2017
26:31 HyperLiquid Fulfills DeFi Dream
28:43 No VC Sales Revenue Share
32:02 AI Labor Displacement Thesis
38:39 AOC 2028 Risk Scenario
44:39 When Does NEAR Deflate?
46:52 $150 Price Target Hype

[Shay Boloor @StockSavvyShay]

10 WAYS TO PLAY ROBOTICS IN 2026

1. $TSLA building one of the most vertically integrated humanoid stacks combining Optimus Gen 3 hardware, its in-house AI5 inference chip & same FSD-based AI brain powering its vehicle fleet.

2. $NVDA platform layer for entire robotics industry with Isaac GR00T foundation models, Cosmos world models for synthetic training data & Jetson Thor on-board compute.

3. $PLTR Foundry & Warp Speed run mission control layer for robotic & autonomous fleets by turning sensor data & machine telemetry into a single deployable operating picture.

4. $OUST leading public pure-play in 3D digital lidar where Rev8 native-color sensor line is now shipping to $GOOGL & Volvo Autonomous while being integrated directly into Nvidia Jetson robotics stack.

5. $AVGO supplies custom networking silicon, Tomahawk + Jericho switching ASICs & high-speed connectivity that move data between every robot, sensor & server in autonomy stack.

6. $AVAV, $KTOS, $AVEX & $ONDS are building the UAV drone fleets that feed into the autonomous defense networks.

7. $QCOM provides Snapdragon Ride autonomous platform & on-device AI inference SoCs that power the perception, decision & motor-control loops inside robots, drones & vehicles.

8. $SYNA Astra multimodal edge AI processors run wireless connectivity & sensing inside smart appliances, factory automation & autonomous robotic systems with Core IoT product sales growing 31% YoY.

9. $ISRG, $PRCT, $SYK & $MDT bring surgical robotics that are reshaping operating rooms.

10. $AMZN deploys hundreds of thousands of warehouse robots to move & pick goods while $SYM & $SERV build the autonomous mobile robots that power fulfillment & last-mile retail logistics.

[Dan Bilzerian @DanBilzerian]

Who controls the media?

Meta owns:
Facebook
Instagram
WhatsApp
Messenger
Threads
Oculus / Meta Quest VR
Meta AI

Meta is controlled by Mark Zuckerberg who is jewish

Alphabet owns:
Google
YouTube
Android
Gmail
Chrome
Pixel phones
Nest smart home devices
Fitbit (acquired in 2021)
DeepMind
Gemini AI assistant/model family
Waymo — self-driving cars
Verily — health technology
Calico — longevity research
Wing — drone delivery

Alphabet is controlled by Larry Page and Sergey Brin who are both jewish

Tic Tok
U.S. algorithm, cybersecurity and infrastructure is controlled by Oracle

Oracle is controlled by Larry Ellison and he’s jewish

Hookup Apps

Match Group owns:
Tinder
Hinge
OkCupid
https://t.co/piiSIKCUS4
Plenty of Fish
Meetic
The League
BLK
Archer
OurTime
Was founded by Barry Diller who is jewish

Grindr
Was founded by Joel Simkhai who is jewish

Bumble
Was founded by Whitney Wolfe Herd who is jewish

Porn

Onlyfans
Owned by Leonid Radvinsky who is jewish

Vixen Media Group owns:
Blacked
Blacked Raw
Vixen
Tushy
Deeper

Founded by Greg Lansky who is jewish

Aylo/MindGeek Owns/owned:
Pornhub
YouPorn
RedTube
Brazzers
Reality Kings
Digital Playground
https://t.co/qkqIK03f0k
Sean Cody
Tube8

Solomon Friedman is the owner of Aylo and he’s jewish

Gamma Entertainment owns/operates:
Adult Time
Pure Taboo
Wicked
Girlsway
many affiliate studios/platforms

Founded by Karl Bernard who is jewish

Movies/TV/News

Warner Brothers Discovery owns:
Warner Bros. Pictures
HBO
CNN
DC Studios
Cartoon Network
Discovery Channel
TNT
TBS
Max (formerly HBO Max)
Adult Swim
HGTV
Food Network
Animal Planet

Warner Brothers is run by David Zaslav who is jewish

Disney owns:
ESPN
ABC
Marvel Studios
Lucasfilm
Pixar
20th Century Studios
Disney+
Hulu (major controlling stake)
National Geographic

Disney is run by Bob Iger who is jewish

Paramount Global owns:
Broadcast & News
CBS
CBS News
CBS Sports
Local CBS stations
Film Studios
Paramount Pictures
Paramount Animation
Paramount Players
Cable Networks
MTV
Nickelodeon
Comedy Central
BET
VH1
CMT
TV Land
Smithsonian Channel
Logo TV
Pop TV
Streaming & Premium
Paramount+
Showtime
Pluto TV
Major franchises/IP
Top Gun
Mission: Impossible
Star Trek
South Park (licensing/streaming arrangements)
SpongeBob SquarePants
Transformers
Teenage Mutant Ninja Turtles

Paramount Global is controlled by Sheri Redstone, who is jewish

Comcast owns:
* NBCUniversal
* NBC
* Universal Pictures
* Peacock
* MSNBC
* CNBC
* Telemundo
* Sky (Europe)
* DreamWorks Animation
* Xfinity

Comcast is controlled by Roberts family who is Jewish

AI/Data Centers

OpenAI/ChatGPT
Run by Sam Altman who is jewish

Palentir provides advanced data integration, surveillance, AI, and analytics infrastructure used by military, intelligence, law enforcement, and major corporations. Its platforms help organizations combine massive amounts of fragmented data into real-time operational intelligence for warfare, policing, logistics, cybersecurity, manufacturing, and decision-making, making it one of the most strategically influential data and defense technology companies in the world.

Owned and operated by Peter Thiel and Alex Karp both jewish

Oracle owns:
Oracle Database
Java
MySQL
NetSuite
Cerner
Sun Microsystems technologies
It’s important because it owns core infrastructure software that powers governments, banks, hospitals, corporations, and large parts of the internet. Its control of technologies like Oracle Database, Java, MySQL, and Cerner gives it enormous influence over the backend systems modern society depends on.

Owned by Larry Ellison who is jewish

[Lin @Speculator_io]

Photonics continues to be the leading theme this year:

$SIVE Sivers Semiconductors +1656.63%
$IQE IQE +863.16%
$AXTI AXT Inc +718.78%
$AAOI Applied Optoelectronics +399.28%
$ALRIB Riber +338.86%
$AEHR Aehr Test Systems +328.79%
$LWLG Lightwave Logic +295.38%
$WOLF Wolfspeed +290.88%
$OPTX Syntec Optics +268.28%
$AIXA Aixtron +209.75%
$VIAV Viavi Solutions +174.29%
$HIMX Himax Technologies +154.41%
$LITE Lumentum +145.24%
$STM STMicroelectronics +144.28%
$CIEN Ciena +141.93%
$TSEM Tower Semiconductor +135.23%
$GFS GlobalFoundries +132.28%
$UMC United Microelectronics + 131.81%

[AI Finance Labs @aifinancelabs]

Plenty, and they're right there on the board. PCVX is the worst at down 19%, TIGR down 14%, MSTR and KTOS both down around 12%. It's a concentrated small and mid-cap book, so the spread is wide by design: the INOD and TE winners carry it while the biotech and the leveraged names lag. PCVX is the one on the shortest leash. Posting the misses as openly as the wins, not advice for anyone's book.

[Shay Boloor @StockSavvyShay]

The U.S. is set to award $2B to quantum companies through the CHIPS and Science Act with deals structured as grants plus minority government equity stakes.

Awards reportedly include:
• $IBM ~$1B
• $GFS ~$375M
• $QBTS ~$100M
• $RGTI ~$100M
• $INFQ ~$100M

[altseason @cryptooster]

@HelleLyngSvends Why does Norway’s Barnevernet remove foreign children under the guise of cultural protection?
Have you ever critically examined your own child welfare system — how it operates, how decisions are made, and whether financial incentives encourage taking children away from families

[Pranav @IamPranavJ]

The most contrarian AI hedge fund just filed its Q1 13F.

- $13.7B book. $8.5B notional short on the AI chip complex.
- And his biggest new LONG is a NAND memory company.

The most coherent AI trade construction I've seen in a while. what he's seeing:

[Shay Boloor @StockSavvyShay]

SpaceX is expected to IPO next month which could force the market to start treating space economy as foundational infrastructure with durable demand from both government & commercial customers.

That could lift entire public space ecosystem across launch, LEO connectivity & orbital infrastructure.

Current backlog across the ecosystem:
• $RKLB: ~$2.2B
• $FLY: ~$1.3B
• $ASTS: ~$1.2B
• $LUNR: ~$1.1B
• $PL: ~$900M
• $RDW: ~$498M
• $BKSY: ~$380M
• $VOYG: ~$275M
• $SPIR: ~$185M
• $SATL: ~$77M

[SolSuit @WolfOfTrenchess]

Every AI prompt you send travels through 6 layers of infrastructure.

Most investors own layer 1.
The real money is in layers 3, 4 and 5.

Here's the full AI Infrastructure Map 👇

🔵 Layer 1 — Chips & Silicon The brain of AI
→ $NVDA — owns the entire AI computing stack
→ $AMD — the only credible alternative, +132% since March
→ $AVGO — building custom AI chips for every major hyperscaler
→ $MRVL — custom AI ASICs for the next generation

Everyone knows this layer. It's already priced in.

🟣 Layer 2 — Foundry & Fab Where chips are born
→ $TSM — the only company that can manufacture Rubin chips, +24%
→ $LITE — NVIDIA's optical manufacturing partner, +140%
→ $COHR — $2B NVIDIA investment, +95%

No fab, no chip. No chip, no AI.

🟠 Layer 3 — Memory The short-term memory of every AI model
→ $MU — only US producer of HBM3e/4, +52%
→ $SNDK — NAND supercycle in full swing, +24%
→ $CAMK — HBM4 inspection standard, +39%

All 2026 HBM capacity already sold. Shortage is structural.

🟡 Layer 4 — Optical & Networking The nervous system connecting everything
→ $ALAB — CXL interconnect winner, +115%
→ $LITE — NVIDIA's optical backbone, +140%
→ $AAOI — data center transceiver ramp, +63%
→ $AXTI — 40% InP substrate market share, +88%
→ $CIEN — coherent optical networking, +46%

AI clusters are only as fast as the optical layer connecting them.

🔴 Layer 5 — Power & Cooling The heartbeat that keeps it all alive
→ $VRT — NVIDIA co-engineered liquid cooling, +61% → $FLNC — utility-scale energy storage, $10.1B backlog
→ $OKLO — Sam Altman-backed SMR nuclear, next-gen AI power
→ $POWL — switchgear for data centers, +22%
Jensen Huang said it: "Energy is the bottleneck."

This layer is the most underpriced of all six.

🟢 Layer 6 — Data Center Infrastructure The physical home of AI
→ $DELL — AI server king, +38%
→ $NBIS — NVIDIA-backed neocloud, +127%
→ $CRWV — hyperscale AI colocation, +86%
→ $ORCL — AI infrastructure juggernaut, +18%

Every hyperscaler spending $300B+ in capex flows through this layer.

Layers 3, 4 and 5 are delivering the best risk/reward.

The AI buildout is not a single trade.
It's a 6-layer infrastructure revolution — and most investors own only the top.

🔖 Bookmark this map.
Every major AI infrastructure stock you'll ever need is right here.