The Game of Finance

[Dividendology @dividendology]

I compiled data on the 50 most bought dividend stocks by Super Investors ($100M+ AUM) in the most recent quarter.

Here's the entire list:

[Mark @MajidTulsh32058]

Stocks to Watch in June
• 🚀 $NVDA — 215 → 700.
• 🚀 $AVGO — 479 → 950.
• 🚀 $AMD — 543 → 965.
• 🚀 $TSM — 437 → 800.
• 🚀 $ANET — 174 → 520.
• 🚀 $DELL — 421 → 1200.
• 🚀 $ORCL — 230 → 600.
• 🚀 $ARM — 412 → 625.
• 🚀 $MU — 1,080 → 1,950.

[Value Investing Edge @StonkValue]

Leopold Aschenbrenner’s made millions betting heavily on AI stocks:
compute, memory, data centers, and power.

AI Data Centers / Compute
$CRWV, $APLD, $IREN, $CORZ, $CLSK, $RIOT

Semiconductors / Memory
$TSM, $MU, $SNDK

AI Power Infrastructure
$BE, $SEI, $TE

Next big growth leaders under similar theme:

AI Data Centers / Compute: $WYFI , $WULF, $HUT, $IREN , $NBIS, $ALAB

Memory/Storage : $MRAM, $SIMO, $SNDK

Semiconductor : $PENG , $AMBQ , $WOLF, $MRVL

Energy : $TE, $EOSE, $AMPX, $HYLN , $BE , $OKLO

Photonics sector : $AAOI , $LWLG, $AXTI

[The Market Mind @Market_Mind_]

Berkshire Hathaway Top Holdings

[Equity investor @equitydd]

Notable stocks making new 52-week high today

$STRL $INOD $BAND $TWLO $DOCN $EXTR $CSCO $IESC $ASML $PDFS $CAT $BB $TE $NET $UCTT

[Aurora Martel @AuroraMar1eL]

Top 50 AI tools worth trying in 2026:

🤖 Chatbots & Research

1. ChatGPT
2. Claude
3. Gemini
4. Perplexity
5. Grok
6. NotebookLM
7. DeepSeek
8. Character AI
9. Poe
10. Kimi

💻 Coding & Development

11. Cursor
12. GitHub Copilot
13. Replit
14. v0
15. Tabnine
16. Windsurf
17. Amazon Q
18. Lovable
19. https://t.co/5step6Cm1V
20. Cody

🎨 Image & Design

21. Midjourney
22. Canva AI
23. Adobe Firefly
24. Leonardo AI
25. FLUX
26. Ideogram
27. Freepik AI
28. Figma AI
29. PhotoRoom
30. Krea AI

🎥 Video Creation

31. Runway
32. Sora
33. HeyGen
34. Pika
35. Dream Machine
36. CapCut AI
37. Synthesia
38. Descript
39. Kling AI
40. InVideo AI

⚡ Productivity & Automation

41. Notion AI
42. Microsoft Copilot
43. Gamma
44. Zapier AI
45. Otter AI
46. ElevenLabs
47. Suno
48. Udio
49. Relume
50. Framer AI

AI is replacing entire workflows faster than most people realize

[Equity investor @equitydd]

10 Stocks to Watch under Engineering & Construction group 🔖

These leaders build the infrastructure that powers our economy and future.

$STRL $FIX $VATE $AGX $MYRG
$PWR $IESC $ORN $ECG $DY

[Axis Balance @Axis_Balance]

Commodities relative to equities remain near historic lows.

The last time BCOM/SPX reclaimed its 4-year EMA after a major bottom was in 2002.

That marked the beginning of a multi-year commodity supercycle.

A similar setup may be forming today.

#Commodities #Macro #SPX

[The Market Mind @Market_Mind_]

American President Trump's Stock Portfolio

[Esther & Michael @SuperLuckeee]

Price targets for each of Jensen Huang's favorite stocks (1 year from now)

$NOW → $300
$CRWD → $950-$1000
$PLTR → $220
$MSFT → $600
$TSM → $550+
$HPE → $100
$IREN → $80
$CRWV → $240
$ARM → $500
$DELL → $600

The best strategy is to get 6-12 months of expiry on call options.

[Equity investor @equitydd]

Semiconductor Value Chain is a complete end-to-end ecosystem, from IP architecture and chip design to foundries, equipment, packaging, memory, networking, systems, and hyperscale cloud deployment.

$ARM $SNPS $CDNS $NVDA $AMD $AVGO $QCOM $MRVL $TSM $SSNLF $TSEM $GFS $UMC $ASML $AMAT $LRCX $KLAC $ICHR $ASX $AMKR $AEHR $MU $EWY $MPWR $TXN $CRDO $ALAB $SMCI $DELL $AMZN $MSFT $GOOGL $SOXX $SMH

[Mark @MajidTulsh32058]

My highest-conviction picks right now:

Satellite & Space: $ASTS, $RKLB, $OPTX

AI Infrastructure: $NBIS, $PENG, $HLIT

Defense: $EOS.AX, $KRKNF, $OPTX

Humanoid Robotics: $AMBA, $OUST, $VPG

Memory & Semiconductors: $MU, $SNDK, $MX

Quantum Computing: $INFQ, $LAES, $IONQ

Data Center Power: $CEG, $BE, $FCEL

Fintech: $HOOD, $SOFI, $COIN

Optical Networking: $ADTN, $HLIT, $LITE

Different sectors, same thesis: real businesses, clear growth catalysts, and valuations that the market still hasn't fully priced in.
These are the names I'm positioned in for the next several years.

[Louis Raskin @louisraskin]

The next 5-10 years will RETIRE you.

MILLIONAIRES will be made from the AI super cycle build out.

Here’s how I and those following me will position:

2026–2027: AI Infrastructure Boom

Money floods into chips, memory, networking, photonics, data centers, cooling, and compute capacity.

AI Chips: $NVDA $AMD $AVGO $MRVL $INTC
Memory: $MU $SNDK $WDC
Photonics: $GLW $AAOI $NVTS
AI Infrastructure: $VRT $SMCI $DELL $NBIS $IREN

2028–2030: The Power Bottleneck

It becomes a grid, power, copper, uranium, and domestic supply chain story.

Grid: $ETN $PWR $HUBB $VRT
Electrification: $GEV $TE $ALB $SQM
Copper: $FCX $TECK $SCCO
Rare Earths: $MP $CRML $USAR $TMRC
Nuclear: $UUUU $SMR $OKLO

2030+: The Application Layer

Robotics: $TSLA $SERV $SYM
Autonomy: $ACHR $JOBY
Defense: $LMT $PLTR $KTOS $AVAV
Space: $RKLB $ASTS $LUNR $PL $BKSY

I’m trying to help you position and become a MILLIONAIRE. I will make sure it happens.

[InvestmentGuru @InvestmentGuru_]

The U.S. Drone Race Is Accelerating — And The Market Is Finally Paying Attention

Reports suggest the Trump administration is advancing financing talks with multiple drone companies as part of a major push to expand domestic drone manufacturing and reduce reliance on foreign supply chains.

The discussions may include both debt financing and direct equity investment — meaning the U.S. government could potentially take stakes in selected drone companies.

Names reportedly involved:
→ $UMAC
→ Performance Drone Works
→ Neros Technologies

The market reacted immediately:
📈 $UMAC +30% premarket
📈 $RCAT +15%
📈 $ONDS +8%

This move could mark the beginning of a much larger U.S. defense drone buildout cycle.

Key drone stocks now on watch:

Defense & Tactical Drone Leaders
→ $AVAV — Switchblade, Puma, AI/autonomy expansion after BlueHalo acquisition
→ $KTOS — Multi-domain autonomous systems across air, land, and sea
→ $NOC — Global Hawk and advanced unmanned combat aircraft exposure
→ $RCAT — Black Widow tactical drones + maritime autonomous systems

AI, Software & Components
→ $UMAC — “Drone-to-Cloud” infrastructure, simulation, GPU rendering
→ $PDYN — AI autonomy software for drone targeting/tracking
→ $SES — Lithium-metal batteries for drones and urban air mobility

Commercial, Security & Counter-Drone
→ $ONDS — Autonomous drone platforms + counter-drone systems
→ $DPRO — ISR, reconnaissance, industrial inspection drones
→ $PRZO — Drone safety + interception systems
→ $UAVS — Tactical mapping drones with Blue UAS certification

The bigger picture:
Modern warfare is shifting toward autonomous, lower-cost, AI-enabled systems. Drones are becoming as strategically important as cybersecurity, satellites, and AI infrastructure.

This may not be a short-term headline trade alone — it could become a multi-year defense and autonomy investment theme.

Watch the capital flows carefully.

[Justin Banks @RealJGBanks]

SPACEX will go down in history as the biggest IPO ever.

Most people already missed $RKLB and $ASTS.

But those who listen will be positioned in the next decade of space expansion:

Launch + Orbital Infrastructure
• $RKLB - reusable rockets + satellites
• $LUNR - lunar missions
• $RDW - spacecraft systems
• $VOYG - orbital infrastructure
• $FLY - launch + space logistics
• $SIDU - satellite + defense tech

Satellite Internet + Communications
• $ASTS - direct-to-phone satellite internet
• $IRDM - global satellite network
• $GSAT - satellite connectivity
• $SATL - imaging + ISR satellites
• $AMZN - Project Kuiper

Space Data + Intelligence
• $PL - Earth observation
• $BKSY - defense imagery
• $SPIR - weather + maritime intelligence
• $YSS - satellite manufacturing

Space Materials + Components
• $ATI - titanium + aerospace alloys
• $HXL - carbon fiber
• $CRS - rocket engine metals
• $GLW - optics + specialty glass
• $MTRN - precision aerospace materials

Space Chips + Optics
• $LITE - optical networking
• $COHR - lasers + photonics
• $AAOI - optical transceivers
• $QRVO - RF chips
• $ADI - analog systems
• $AVGO - networking infrastructure
• $NVDA - AI + compute backbone

Critical Resources
• $MP - rare earths
• $FCX - copper
• $TECK - critical minerals
• $AA - aluminum

Millionaires will be made from these names.

[Bilaal- BD investing @bdinvestingg]

5 ETFs Dominating AI, Power, Space & Robotics

$DRAM — Invests in memory chip companies. Bets on the companies storing and moving AI data faster than ever.

$NLR — Invests in nuclear energy. Bets on uranium miners and reactors powering the AI electricity boom.

$NASA — Invests in space companies. Bets on satellites, rockets, and the businesses building the space economy.

$HUMN — Invests in robotics and AI. Bets on companies building the physical robots that will replace human labor.

$EUV — Invests in semiconductor equipment. Bets on the machines that print the world’s most advanced chips.

$SMH — Invests in semiconductors broadly. Bets on the companies designing and manufacturing the chips powering everything.

$GRID — Invests in electricity infrastructure. Bets on the companies upgrading power grids to handle surging energy demand.

[The Game of Finance @danyzag]

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[SensaMarket @sensa_market]

4 Ways to Value Stocks