Kash

[𝐓𝐡𝐞 𝐏𝐫𝐞𝐬𝐞𝐫𝐯𝐞𝐫 @ThePreserverofU]

STOP ASKING YOUR SON "HOW WAS SCHOOL."

He will say "fine" every single time.

A child psychologist told me to replace it with one of these 4 instead:

[Mike Investing @MrMikeInvesting]

Don’t chase $MU & $SNDK after their recent 3,000%+ runs…

There are 5 stocks you should buy instead that have similar upside potential:

1. $ZETA ~ Zeta Global
2. $FCEL ~ Fuelcell Energy
3. $NBIS ~ Nebius
4. $NOW ~ ServiceNow
5. $OUST ~ Ouster

Bookmark this, & come back to this post later & you’ll thank yourself that you listened.

Don’t miss out…

[Michael | Hypermarkets @itsmichaelluu]

20 stocks I'll add in this May/June 2026 $SPY crash.

Remember, market always bounces back to all time highs.

1. $NVDA $225
Buy: $180–190 Prior breakout and massive institutional demand zone.

2. $MU $725
Buy: $500–$550 Strong support and AI memory demand acceleration zone.

3. $GOOG $392
Buy: $350–360 Historical accumulation zone and long-term AI infrastructure support.

4. $AAPL $300
Buy: $260–270 Major support with massive cash flow and buyback strength.

5. $IONQ 51
Buy: $25–38 Prior breakout zone with aggressive future growth potential.

6. $POET $16
Buy: $7–9 Early-stage AI photonics accumulation zone before mass adoption.

7. $DGXX $7
Buy: $3–3.50 Deep support zone with speculative AI infrastructure upside.

8. $MRAM $52
Buy: $14–15 Long-term semiconductor accumulation and breakout retest area.

9. $CIFR $20
Buy: $11–12 Oversold support with strong long-term cybersecurity demand potential.

10. $MSFT $42
Buy: $360–370 Major institutional support and AI cloud dominance zone.

11. $META $610
Buy: $530–540 Historical support and heavy AI monetization opportunity area.

12. $AMD $420
Buy: $340–350 Major support before next AI data center expansion cycle.

13. $INTC $107
Buy: $65–70 Multi-year support with asymmetric turnaround potential.

14. $ORCL $192
Buy: $140–150 Prior breakout zone with accelerating AI enterprise demand.

15. $QCOM $200
Buy: $150–160 Strong support with long-term edge AI opportunity.

16. $NOW $95
Buy: $80–85 Institutional demand zone and enterprise AI transformation support.

17. $ADBE $247
Buy: $224–235 Long-term support with massive AI productivity monetization potential.

18. $BE $42
Buy: $16–19 High-risk support zone with AI energy demand tailwinds.

19. $LITE $971
Buy: $600–650 Prior breakout zone and major AI infrastructure support.

20. $SNDK $1381
Buy: $800–900 Strong semiconductor support with rising AI storage demand.

21. $DRAM $50
Buy: $32–35 Early accumulation zone before broader AI infrastructure expansion.

If the $SPY sells off under $700 towards $650 by the end of June, I'm interested in $SPY calls for $750 June 2027 calls.

♻️RESHARE this post and make 1 comment if you want $SPY contract less then $10 to buy so you can hold it through volatility.

[Jonah Lupton @JonahLupton]

I put together a spreadsheet of 60+ software, cloud and cybersecurity companies:
- % down from their 52 week high
- % up from their 52 week low
- current NTM ev/revs multiple
- current NTM ev/ebitda multiple
- 2 year expected revenue growth rate
- 2 year expected ebitda growth rate
- NTM ev/revs multiple / 2 year expected revenue growth rate

I used the current sell-side estimates for every company.

The stocks in green look the cheapest on a 2-year number relative to their current ebitda multiple & expected ebitda growth rates.

The stocks in red look the most expensive on a 2-year number relative to their current ebitda multiple & expected ebitda growth rates.

I'll put a link to the spreadsheet in the comments.

If you see any mistakes... let me know.
If you want me to add any additional companies... let me know.

I already think $APP and $RDDT are two of them most undervalued tech stocks in the market (this spreadsheet shows it)... and constructing this spreadsheet put a few more stocks on my radar which I'll be digging into over the next couple weeks.

[GURGAVIN @gurgavin]

JUST IN: ALL THE TOP INVESTORS IN THE WORLD JUST UPDATED THEIR PORTFOLIOS

HERE’S EXACTLY WHAT THEY’RE HOLDING AND HAVE BEEN BUYING 🧵⬇️

[Moose @Brownmoose]

THIS IS THE S&P 500 FORWARD P/E RATIO

• $MU is sitting as the 7th cheapest in the whole list

• $INTC is among the highest

• $AMD is pretty high too

So ask yourself: Did you really miss the rally, or is Micron Technology still mispriced?

[Justin Banks @RealJGBanks]

THE SUPER CYCLE PHASES

Phase 1 was Semis:
$NVDA $ARM $AMD $AVGO $INTC

Next money rotates into the next layers:

Memory:
$MU $WDC $STX $SNDK

Photonics / Optical:
$NOK $LITE $COHR $AAOI $GLW $CIEN $MRVL

Now it’s hitting

Compute / AI Data Centers:
$IREN $CIFR $WULF $CORZ $NBIS $CRWV $P

Next

Materials / Rare Earths:
$MP $USAR $UUUU $FCX $AA

Networking:
$ANET $AVGO $MRVL $CSCO

Power / Grid / Cooling:
$VRT $ETN $GEV $CEG $SMR $OKLO

Space:
$ASTS $RKLB $LUNR $PL

Defense / Drones:
$KTOS $AVAV $ONDS $LMT

Robotics / Autonomy:
$TSLA $PATH $SYM $SERV

[RonnieV @TheRonnieVShow]

Rotation is coming...

BOOKMARK IT!

[Declassified UK @declassifiedUK]

📽️ The real SQUID GAME -- Former Marine exposes Israeli war crimes

Full film
👉https://t.co/BwCElHzppr

[J.J. McCullough @JJ_McCullough]

It's pretty obvious at this point that the Carney plan is to try to keep this country in a perpetual state of hate and fear towards the US and use this to keep himself popular. His video today, with its long and gratuitous evocation of the 1812 war, makes this clearer than ever.

[The Long Investor @TheLongInvest]

$COIN has pulled back from $443 to $138
$HOOD has pulled back from $153 to $63
$ORCL has pulled back from $345 $136
$MSTR has pulled back from $543 to $105
$ETH has pulled back from $4956 to $1795
$NOW has pulled back from $239 to $98
$SOFI has pulled back from $32 to $15
$HIMS has pulled back from $72 to $13
$NKE has pulled back from $179 to $44
$NVO has pulled back from $148 to $36
$UNH has pulled back from $632 to $234
$IREN has pulled back from $76 to $30
$TGT has pulled back from $269 to $83
$EL has pulled back from $373 to $69
$LULU has pulled back from $516 to $143

THERE IS ZERO REASON TO CHASE ANYTHING RIGHT NOW WHEN YOU HAVE SECTOR LEADERS OFFERING THIS MUCH VALUE

Arguably all of these positions have COMPLETED their ABC correction, they have all but crashed and now their risk is greatly reduced and have not been moving with the market

$JD, $BABA, $BIDU, $OSCR, $SE, $GRAB are note worthy adds

We are spoilt for choice right now.

[Scott Carpenter 🇨🇦🇺🇸🏴󠁧󠁢󠁥󠁮󠁧󠁿 @ScottRCarpenter]

My God this guy absolutely nails it. Canada has NEVER been a sovereign nation (not in any real meaningful sense). We are a resource colony. The COL and the Crown view us as cattle. We are livestock to be milked and if we cannot be milked we will be replaced. Carney is here to do nothing more than to keep our lifeblood flowing to the vampires he serves.

[Shay Boloor @StockSavvyShay]

PETER LYNCH’S FAVORITE METRIC IS THE PEG RATIO

PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone

Popular names right now:
• $TSLA ~3.5x
• $AAPL ~2.9x
• $PLTR ~2.8x
• $GOOGL ~1.7x
• $HOOD ~1.6x
• $TSM ~1.6x
• $ASML ~1.6x
• $NOW ~1.3x
• $MSFT ~1.2x
• $META ~1.2x
• $AMZN ~1.2x
• $ALAB ~1.1x
• $SOFI ~1.0x
• $CRM ~0.9x
• $ADBE ~0.9x
• $NVDA ~0.9x
• $ORCL ~0.6x
• $AVGO ~0.5x
• $HIMS ~0.5x
• $AMD ~0.4x
• $MU ~0.4x

[Dividend Talks on YouTube @DividendTalks]

Peter Lynch’s 6 Rules for Finding 10x Stocks (Still Work Today)

Peter Lynch turned $18M into $14B running Fidelity’s Magellan Fund.

He didn’t chase hype.
He bought growth - at the right price.

Here’s the exact checklist he used 👇

⸻

1️⃣ Trailing P/E < 25

Don’t overpay for what already happened.

Lynch wanted companies trading at reasonable multiples - where expectations were low and upside was asymmetric.

⸻

2️⃣ Forward P/E < 15

Growth is great.

Overpaying for growth isn’t.

He looked for earnings expansion that wasn’t fully priced in.

⸻

3️⃣ Debt-to-Equity < 35%

High debt kills compounding.

Strong balance sheets survive recessions - and come out stronger.

⸻

4️⃣ EPS Growth > 15%

Earnings drive long-term stock prices.

If profits grow consistently, price usually follows.

⸻

5️⃣ PEG Ratio < 1.2

One of Lynch’s favorite tools.

PEG under ~1 = growth at a reasonable price.

Pay for expansion - not for hype.

⸻

6️⃣ Market Cap > $5B

Established enough to be durable.
Still small enough to compound.

This is where multi-baggers often start.

⸻

Lynch said:

“The person that turns over the most rocks wins the game.”

The edge isn’t prediction.
It’s discipline.

[BC Perspective 🍁 @bc_perspective]

Prince Andrew &amp; Mark Carney are close friends. Andrew threw a birthday party for Mark.
Canada’s MSM is corrupt, they refuse to touch Carney, instead lying to Canadians &amp; attacking all opposition.

DEMAND ANSWERS

CARNEY’s NAMED 69 TIMES IN EPSTEIN FILES

https://t.co/JbOLV39r8e

[Evan @StockMKTNewz]

JUST IN: Many famous investors including Warren Buffett, Bill Ackman and a bunch more just updated their portfolios

Here's what their portfolios looked like as of the end of 2025 ... A Thread🧵⬇️

Warren Buffett 🐐:

(This is Warren Buffett's FINAL portfolio as the CEO of Berkshire Hathaway)

[Muhammad Ayan @socialwithaayan]

BREAKING: AI can now analyze any stock like a Wall Street analyst (for free).

Here are 10 insane Grok prompts that replace $2,000/month Bloomberg terminals: (Save for later):

[Shazi @ShaziGoalie]

The Bank of Canada just told business leaders to prepare for economic pain that will outlast most of them.

Governor Tiff Macklem says the old 🇨🇦 economy is dead.

Not a slowdown.
Not a cycle.
A permanent restructuring.

He’s asking households to pay higher prices today…

For a payoff they likely won’t live to see.

That’s not a forecast.

That’s a generational warning. 🇨🇦📉

[John @market_sleuth]

I sent this letter today to President Trump @ 1600 Pennsylvania Ave. There's a 0.001% percent chance he gets it but here it is: 🔽

"Dear President Trump,

I’d like to ask you a question.

You have two beautiful daughters, Ivanka & Tiffany. What if they were victimized like the 8 and 16-year-old girls were in the recently released Epstein files?

What would you do as a father?

Yesterday your AG Pam Bondi made it clear by her actions that the young women & girls who were victimized by Epstein and his associates matter very little. As she put it: “We should be talking about the stock market!”

It was despicable.

I also have 2 beautiful daughters, Anna and Abigail ages 14 and 18.

If they were sexually assaulted, I’d hunt the man down who did it and kill him with my bare hands. I’d go to prison for life if I had to.

I’m a Christian but I’m also a father. The mere thought of either of my daughters being violated as those young girls were goes beyond anything I can fathom. It’s pure evil.

My daughters mean more to me than my own life, and every one of those girls who were victimized also has a father.

When will there be justice for these victims?

Please answer that question for the American people.

Sincerely,
John

[Holly Doan @hollyanndoan]

Failed ‘Two Billion Trees Program’ cost $487,891,090, including $44.6 million in administrative costs, according to @NRCan. Program fell 89% short of tree planting target.
https://t.co/P0BV1RxPGN
@JonathanWNV @cathmckenna @s_guilbeault @Mario_Beaulieu #cdnpoli