Deeyeo

nothing to see here

[Tesla @Tesla]

Engineering tests of the first production Cybercab have begun in Austin

[Tesla Owners Silicon Valley @teslaownersSV]

"To anyone I have offended, I just want to say I reinvented electric cars and I am sending people to Mars on a Rocketship, did you think I was also gonna be a chill normal dude?"
@elonmusk

[Chicken Little @Chicky_Think]

You think DBS's +271% stock gain over 10 years is the story.

It's not.

The dividend grew +440%. A 2015 buyer now earns 18.2% annually on their original cost.

Here's the full decade breakdown. [1/8]

[Sebby Laz @Sebbylaz]

My first drive on FSD v14.3.3 down under this morning !! Wow the Tesla engineers cooked with this one 👨🏻‍🍳 let’s go Australia 🔥@TeslaAUNZ @Tesla

[Space Investor @SpaceInvestor_D]

Funny how everyone became a "space sector analyst" over the weekend.

[Bilaal- BD investing @bdinvestingg]

This dip is an opportunity to buy stocks in the data centre value chain:

$AMD — CPU/GPU designer for PCs, servers, AI. Fabless via TSMC.

$VRT — Power and cooling infrastructure for data centers.

$ANET — Makes high-speed networking switches and software for cloud data centers.

$MU — Makes DRAM and NAND. Key HBM supplier for AI.

$NBIS — GPU cloud and AI infrastructure. Former Yandex spinoff.

$VST — Power generation operator. Leverages data center electricity demand.

[PharmD_KS @PharmD_KS]

ES sellers today trying to get into Friday’s value

[Johann Kerbrat @JohannKerbrat]

Singapore, here we come. Robinhood has received in-principle approval (IPA) from MAS to offer brokerage services. We’re excited to deepen our presence in SG, our APAC headquarters and empower more investors across the globe. 🇸🇬

[Serenity @aleabitoreddit]

It’s just an endless sea of green.

SK Hynix, Samsung (and likely $EWY) are all time highs today.

AI is bringing generational wealth to the future owners of compute (Power, Bottlenecks, and Semis).

[Larry Tentarelli, Blue Chip Daily @bluechipdaily]

It's not a tough market, you're in the wrong stocks-

Is what I told a friend on the phone tonight

424 stocks 10B+, are +10% or more YTD

202 are up 20%+

84 are up 30%+

Big winners are everywhere, it's our job to get positioned right

There's more to the mkt than $HOOD & $OKLO

[Connor Bates @ConnorJBates_]

Leading Stocks & Themes 1-18-26

Memory/Data-Storage ~ MU SNDK STX WDC

Fiber Optics ~ AXTI TSEM APH COHR VICR LASR CIEN LITE VIAV AAOI LPTH DY

Aerospace/Defense (XAR) ~ FTAI GE ISSC ATRO KRMN LMT BA JOBY

Drones (DRNZ) ~ ONDS AVAV UMAC RCAT KTOS

Space (UFO) ~ RKLB ASTS PL LUNR FLY VOYG SPIR AIRO VELO BKSY GILT SIDU SATS FEIM VSAT RDW

Robotics (BOTZ ROBO ARKQ ROBT) ~ TSLA TER SERV SYM XPEV ROK RR

Homebuilders (ITB NAIL) ~ TOL BLDR DFH DHI GRBK HOV KBH LEN MHO MTH PHM TPH

Uranium (URA URNM URNJ NLR) ~ CCJ LEU UUUU NXE UEC DNN

Power Generation/Equipment/Storage ~ PWR NVT SEI VRT BW BWXT ENS POWL EOSE STEM SMR AMPX NRGV FLNC OKLO TE BE GEV PSIX

Bitcoin Miner Data Centers (WGMI) ~ APLD HUT CIFR IREN BITF GLXY CLSK WULF BKKT MARA RIOT BTDR

China (FXI KWEB) ~ BIDU BABA FUTU TIGR VNET GDS BILI PDD

Chemicals ~ SQM ALB PCT PRM HUN

Mortgage/Lending ~ FIGR RKT UWMC TREE LC OPEN PFSI

Semiconductors (SMH SOXX SOXL) ~ NVDA AVGO AMD INTC ALAB CRDO NVTS LSCC MXL ASML KLAC LRCX ACMR AMAT FORM ONTO PLAB AEHR ADI MTSI TSM SKYT POET AMKR

Contract Manufacturing ~ CLS FN JBL TTMI PLXS SANM GLW SYNA CAMT

Quantum Computing ~ QBTS IONQ RGTI QUBT

Heavy Machinery/Industrial ~ CAT TEX FLS DXPE MIR XMTR

Medical/Biotech (XBI LABU XLV PPH) ~ LLY ALMS LQDA PGEN RVMD NVO TEVA TMDX GH GRAL NTRA ISRG

Rare Earth ~ CRML UAMY ABAT LAC LAR NB USAR AREC

Metals/Miners (GLD GDX NUGT SLV AGQ COPX PPLT) ~ CENX AEM EGO FSM FNV GFI HMY KGC NEM WPM PAAS CDE SBSW HL AG PPTA RIO FCX AA SCCO TECK VALE

[Boris Cherny @bcherny]

I'm Boris and I created Claude Code. Lots of people have asked how I use Claude Code, so I wanted to show off my setup a bit.

My setup might be surprisingly vanilla! Claude Code works great out of the box, so I personally don't customize it much. There is no one correct way to use Claude Code: we intentionally build it in a way that you can use it, customize it, and hack it however you like. Each person on the Claude Code team uses it very differently.

So, here goes.

[Aesthetics 𝕏 @aestheticsguyy]

Dragon Ball Z | is this the best series ever made?

[jpa @josephpalbanese]

wild story

in 2013, i begged my dad to help me invest in @Tesla and @elonmusk. i had never seen a company, product, or more importantly a founder have such a clear vision of the future.

i had $1300 saved up from odd jobs and a birthday. he told me he would take care of it and i handed over the cash — all my money at the time. decisively all-in.

back then, investing in individual stocks wasn't as easy as it is today. @RobinhoodApp had just launched and so my dad had to navigate the mess that it was. he created an account on @etrade to place the investment. a multi-step, weeks long effort.

life went on - i became busy with other things and assumed it was taken care of. a few years later, i asked him about it and he was fuzzy on the details. he didn't use etrade for anything else and couldn't confidently remember placing the actual investment. Tesla and Elon were now house-hold names. it hilariously became family meme — we missed out on tesla.

fast forward to a few weeks ago, i was telling my dad about $OPEN. he decides to make an investment and goes to @etrade to setup an account (!!). during account setup, he's told that he already has an account with them. it was created in 2013.

when he figured out how to log in, the dashboard displays the portfolio with its only holding — @Tesla. 225 shares purchased for $5.83. the total account value:

$98,266.50

$1,300 → $98k. he face-timed me today to share the news. it was electric. one of the coolest father-son moments i can remember.

it's like finding a $20 in an old pair of pants on steroids. but more importantly it goes to show that investing in products, companies, and founders you believe in irrationally with a long-term mindset is the ultimate alpha.

my plan for the funds? forget about them for another 12 years.

--

sidenote: yes, i moved him to @RobinhoodApp cc @vladtenev

[Elon Musk @elonmusk]

@aubreystrobel Your Mom has a question?

[Monis @mmonis]

@TheLongInvest @gbstocks - Morning Watchlist - This saves me time, and I trust the style
@BornInvestor - Newsletter and daily snapshot get you prepared
@kulturdesken - Love his style and his unique stock selection skills

[Sellén Trading @sellentrading]

When I began swing trading I was drowning in info and had no clue who to trust.

If you’re just starting out, follow:
@Qullamaggie
@peoplewish
@RealSimpleAriel
@PradeepBonde

Study their work in depth, journal your trades, and you’ll shave years off the path to profitability.

[Vincent Desiano @Desi_Trade]

If you’re a trader, you should listen.

Share it with someone you think needs this advice.

[Deeyeo @cullianrr]

@TradeZella Playbook

[Lone @lonextrades]

$OKLO

Textbook Qullamaggie.

Favorite stock of the year. Sets up beautifully every time.

Model book stock. Study it.