Gamechanger

[Gamechanger @emilinhoooo]

$SPY - SQUEEZE MODE: BILLIONS IN POSITIVE GAMMA ONLINE 🥎

[Gamechanger @emilinhoooo]

$SPY - POSITIVE GAMMA AT HIGHER PRICES SETS STAGE FOR VOLATILE RALLY 💩

[Gamechanger @emilinhoooo]

@StocksHomeNo1 SKHY doesn't get nearly enough attention compared to the flashier names. Been watching it for a bit now.

[The Father of Stocks @StocksHomeNo1]

$SKHY and $MU remain the two cleanest pure-play expressions of the AI memory supercycle available to U.S. investors.
SK Hynix continues to dominate High Bandwidth Memory with roughly 55-60% global share (some trackers put the latest figure at 56.4%). Its Nasdaq ADR listing (SKHY) earlier this month was heavily oversubscribed and finally gives U.S. funds direct ownership of the HBM leader instead of having to route exposure solely through Micron. Long-term agreements are locking in both volume and pricing for a large portion of output through 2027-28. Operating margins have moved into the 70%+ zone on the richer HBM mix, and several houses (UBS, HSBC, Mirae) have continued raising 2026-28 operating profit forecasts. The stock still trades at a meaningful discount to MU on forward earnings and book multiples despite the technology lead.
Micron just delivered another blowout quarter: revenue of $41.5 billion (+346% YoY), adjusted EPS $25.11, and gross margin 84.9%. Guidance for the current quarter points to roughly $50 billion in revenue and 86% gross margin. More important than the numbers themselves are the 16+ multi-year strategic customer agreements that management says will cover approximately $100 billion of revenue and eventually ~40% of the business, many with price floors that should keep margins structurally higher than any prior cycle. Management continues to state that tightness will persist beyond calendar 2027. At recent levels around $930-980 the stock is still trading at a low-to-mid teens multiple of 2027 consensus EPS estimates after the post-earnings and peer-listing de-rating.
Both names have given back significant ground from June peaks on legitimate concerns about capacity additions (including Chinese entrants) and potential normalization later in the decade. Those risks are real. However, the combination of multi-year take-or-pay style contracts, still-rising AI server memory content, and constrained advanced packaging capacity argues that the current pricing power lasts longer than the market is currently willing to underwrite. Between the two, SKHY offers more pure HBM torque and technology leadership; MU offers superior liquidity, a clearer path to large-scale buybacks, and U.S. manufacturing optionality.
I remain constructive on both as core AI infrastructure holdings as long as the long-term agreements continue to expand and 2027-28 estimates keep moving higher.

[Alex Thompson @StockSavvyAlex]

$MRVL is expected to nearly triple its revenue over the next three years,

Its one of the few names spanning both sides of the AI stack with custom silicon on the compute side and switching, electro-optics and high-speed connectivity on the data movement side.

[Gamechanger @emilinhoooo]

@Pelosithinking Yeah the macro headwinds are brutal lately. I've been watching Brazil's ethanol blend rates closely too, seems like the whole softs complex is just waiting for a catalyst.

[Nancy Pelosi Trading Investment thinking @Pelosithinking]

Sugar trade on $SB, $CANE, and $SUGA (LSE) closed with a tough -0.16% hit to the account. Second loss in a row stings, but no curses here — just market reality. Recent raw sugar futures eased amid crude oil weakness and shifting ethanol dynamics in Brazil, while 2026/27 global balance tilts toward modest deficit on EU/India factors.
Account protection first — next sugar opportunity will come with stronger confirmation. Stop overthinking the last one, eyes on the next high-probability edge.

Welcome to join my group. I will share the plans in real time:https://t.co/ETMXiLw1SP or WhatsApp:[phone]

[Gamechanger @emilinhoooo]

@Fermor__stocks Been seeing this pattern play out, just trying not to overreact to daily noise while keeping cash ready for dips.

[Fermor @Fermor__stocks]

English: Hi subs! Short-term market chop but long-term bullish. Tech rotates strong with AI semis leading; defensives buffer. Follow the money, stay balanced for peaceful nights. Let's catch the next highs together!

[Gamechanger @emilinhoooo]

$NVDA BACK ABOVE $210 😳

[Gamechanger @emilinhoooo]

My July tips:
• $TSLA — Stay away
• $HOOD — Skip it
• $AMD — Pass
• $MSFT — Grab at $375–$382
• $META — Snag at $590–$600
• $NVDA — Buy at $192–$198
• $RKLB — Pick up at $78–$82
• $IONQ — Get at $40–$43

[Gamechanger @emilinhoooo]

• Growth Portfolio: +431% (93% CAGR) •
$QQQ
: +171% •
$ARKK
: +154% •
$SPY
: +91%

[Gamechanger @emilinhoooo]

Zuckerberg talking about jumping into AI cloud is a huge long-term bet. Meta’s using its giant user base and existing setup to take on AWS, Azure, and GCP.

Why it matters:
Strong ad money funding AI moves
New cash flow from cloud services
$META dip buys on rotation weakne

[Gamechanger @emilinhoooo]

Stick with the leaders and hold for the long haul. Day trading isn’t for most people unless you’ve got a guide or plan to quit after one win. 🥇
Top US stocks to watch next week: 🏆
$NVDA $MU $AMD $AVGO $META $INTC $TSLA $MSFT $AMZN $NBIS
AI is still the main focus. Only re

[Gamechanger @emilinhoooo]

Pulling in about 90k a month now, so I just share stuff I love 🔥

July picks:
$MSFT – Skip it
$GOOG – Skip it
$ORCL – Grab it at $142-$148
$SNDK – Grab it at $1880-$1890
$AVGO – Grab it at $395-$405
$MU – Grab it at $1010-$1015

No fees? I already make plenty an

[Gamechanger @emilinhoooo]

Next week's stock trends and buy setups shaping up:

$SPY | Holding above 740-750 looks good
$ASTS | Momentum dip could be a buy
$MU / $SNDK | Memory sector showing strength
$TSLA | Key weekly level to watch for entry

Big tech earnings on the way ($PEP, $DAL first)
Step

[Gamechanger @emilinhoooo]

@NgoloTesla Legend

[Gamechanger @emilinhoooo]

@YOHAMI @gerhardfanta My guess is you are about 125 IQ while Jeff is hitting 140 therefore you can’t comprehend his ideas hehe

[crewmateJ @crewmateJ]

The lore goes deeper than I thought

[Candace Owens @RealCandaceO]

🚨 URGENT
Two days ago I was contacted by a high-ranking employee of the French Government. After determining this person’s position and proximity to the French couple, I have deemed the information they gave me to be credible enough to share publicly in the event that something happens.
In short, this person claims that the Macrons have executed upon and paid for my assassination. Yes, you read that correctly. More specifically, that the green light was given to a small team in National Gendamarie Intervention Group. I am told there is one Israeli that is on this assasination squad and the plans were formalized.
Again, this person provided concrete proof that they are well placed within the French government apparatus.
Further to this point, this person claims that Charlie Kirk’s assassin trained with the French legion 13th brigade with multi-state involvement.
Journalist Xavier Poussard’s life is also at risk. This is deadly serious. The head of state of France apparently wants us both dead and has authorized professional units to carry this out.
I ask that every person RETWEET and share this.
I do not know who in the American government can be trusted, since this source claims our leaders are aware. But I have more specific information which is definitively verifiable, should they care to reach out to me.
To the brave official in France who did this because they were so moved by the evil of Charlie’s public execution to risk their own life— May God bless you. Truly.

Let all be revealed.