Cocoa Sika

trying my hands at this adulting thing

[Leif | Investing @LeifInvests]

Elon Musk, Jensen Huang & Larry Fink See One Critical AI Bottleneck: ELECTRICITY⚡️

The Top 7 Electricity-Themed Stocks Positioned for the Long-Term Tailwind. 👇

1. $GEV | GE Vernova
• Gas Turbine Generation + Grid Equipment
• Massive Backlog + FCF Growth

[Value Investing Edge @StonkValue]

The White House just revealed the next critical investment theme.

President Trump’s new executive order restricting certain foreign-made transformers and grid equipment could be a game changer for these 10 U.S. stocks.

1. $TE | U.S. solar manufacturing. Developing its G2_Austin solar-cell facility to strengthen the U.S. solar supply chain. Q2 2026 net sales up 88% YoY.

[Value Investing Edge @StonkValue]

Goldman Sachs expects data-center power demand to surge nearly 200% by 2030, making power one of AI’s biggest bottlenecks.

Top 10 stocks positioned to benefit:

1. $OKLO | Developing compact fast-fission powerhouses designed to provide clean power for data centers, industrial sites and the grid. Commercial reactor power generation has not started yet.

[Frank Curzio @FrankCurzio]

$NVDA's CEO is telling you to buy energy stocks.

"The largest infrastructure buildout in human history"

Data centers will go from 6% of US electricity to 20% by 2035.

Here are 6 stocks positioned to benefit: 🧵

[Esther & Michael @SuperLuckeee]

3 years ago, Nancy Pelosi bought 50 $NVDA calls $120 strike with 1 year expiry.

She made $4,000,000+

45 days ago, she buys 15,000 shares $BE and $5M $BE call options. Her average is $181.

Here's the exact call option to take under $10:

[TheBigBerbowski @TheBigBerbowski]

This guy is becoming my no. source for everything $NBIS.

[Finance Jack @FinanceJack44]

These are 8 of the cleanest stocks in the entire market.

No real disruption risk, crazy CapEx spending, or weird accounting. Just pure cash generation that can compound for years.

1. $NOW

[Felix Nikolas Prehn 🐶 @felixprehn]

NVIDIA was $10 in 2022. Palantir was $8 in 2023. Both went up 20x times.

While everyone’s buying the same popular tech stock, there are 5 companies NOBODY is talking about that could hit similar returns.

Here's what they are + why I believe this:

1) NANO Nuclear Energy (NNE)

[James Aitken @AitkenAdvisors]

I’ve never posted my investment research in the public domain, but such is the interest in the Fed & Warsh I thought it might be useful to do so.

Here is a lightly edited version of what I sent to my clients last week.

Do let me know what you think.

https://t.co/4AUQSJYGin

[SouthernValue @SouthernValue95]

$MSFT is still down on the year, and <20x my estimate of CY27 EPS. With Azure growing mid-high 40s, and M365 commercial ($100B business) soon to accelerate to the 20s, I think multiple expansion is warranted. The vast majority of MSFT revenue and profits are clearly benefitting from AI and the business will see earnings compound in the 25%+ range.

Why I’m so confident in >20% growth for M365 Comm’l in several quarters:

- Copilot adoption alone at current pace of +10M/seat per quarter, at a 25% discount to $30 list, will do it (I est. copilot is contributing ~4pt of growth today going to ~10pt NTM).

- Copilot seats additions are accelerating, and the math below assumes they stabilize at +10M/qtr.

- ARPU upside (1): MSFT new E7 SKU launched in May is a $100 SKU vs. a modeled standalone Copilot ARPU of +$30 (discounted 25%).

- ARPU upside (2): MSFT turned on consumption pricing for Copilot in July, some users will eat into consumption tier driving ARPU >$30.

- MSFT recently launched premium consumption add-on products, such as Project Perception, an autonomous cyber agent that hunts for threats and vulnerabilities. Security is the hottest spend category right now and I wouldn’t be surprised if Perception was a hit.

- Lastly and possibly most significantly, MSFT just took a series of price increases on M365 commercial, effective 7/1. It’s first price incr. since 2022. So core growth ex Copilot should accelerate.

[Bill Brewster @BillBrewsterTBB]

Southern is one of the best accounts on the Twitter machine.

[Jason Luongo @JasonL_Capital]

7. $COHR - Coherent (-35%)

NVIDIA invested $2 billion directly into the company as part of a $4 billion bet on photonics. Coherent builds the lasers and optical transceivers that move data between GPUs. As clusters scale, the bottleneck moves from compute to interconnect, and NVIDIA is funding the fix.

[Ruuj @RuujSs]

An algorithm that turns $1 into $36 billion over 22 years sounds like a false headline right.

It's actually Table 3 of a University of Johannesburg working paper (Nkomo & Kabundi, ERSA 394), a Kalman-filtered, momentum-extended Anticor algorithm (K-ACM), backtested on NYSE data from 1962–1984.

No capacity constraints. 10bps in costs, full liquidity assumed.

The mechanism trade on deviation from Kalman trend, not raw returns is genuinely interesting. The headline number is a backtest artifact.

Bookmark this!

[AYi @AYi_AInotes]

做美股的都应该知道这个网站，叫做Finviz。

完全免费，筛股功能比一堆收费软件还全。

你想找“放量突破 50 日均线、离新高一步之遥、内部人还在买的票”，它几秒给你刷出来。

基本面、技术面、内部人交易，几十个参数随便组合。

最爽的是这张热力图，S&P 500 用色块铺开，红的绿的涨跌一目了然，早上一分钟就知道资金在往哪个板块跑。

不过界面确实有点丑，像 Win98 时代的产物，操作多了会卡，但免费版已经够你日常用了，我觉得不用升级。

个股页也干净，财报数据、分析师评级、内部人最近买卖、新闻，一页拉完，不用几个网站来回切。

很多需要筛股的体力活，它都能帮你干了，剩下的就是留给你自己做判断。

[me @twetsfyp]

Two Anthropic engineers have just revealed in 24 minutes all the hidden Claude features that almost nobody knows about.

This video is going to completely change the way you use AI.

Watch it and save it.

[Jealousy 尼卡 @eastweb3eth]

跟着 特朗普和国会高官 买股票，你还会亏嘛？

刚刚发现了一个超牛逼的网站，这个网站追踪了 特朗普和美国国会高官 的全部股票持仓，而且是实时的。

除此之外，还有 吉姆·克莱默追踪器 和 内幕交易 追踪。 可以说是我发现功能最强大网站。

网站地址：https://t.co/pJ1Rn0qwcc

本文非投资建议，大家投资股票请DYOR

我是尼卡，平时会持续分享 AI、美股、Web3 相关有用又有趣的工具和项目，感兴趣的话欢迎关注，下次见～

[Justin Banks @RealJGBanks]

Most investors are chasing the AI MEMORY BOOM.

I'm positioning for the entire AI BUILDOUT.

The next 10 YEARS AI buildout in phases:

2026–2027: BUILD THE FOUNDATION

AI Chips: $NVDA $AMD $AVGO $MRVL $INTC

Memory: $MU $SNDK $WDC

Photonics: $GLW $AAOI $NVTS

Networking & Connectivity: $ANET $QCOM

Infrastructure: $SMCI $DELL $NBIS

Data Centers: $IREN $HIVE $APLD

2028–2030: BUILD THE POWER

Grid: $PWR $HUBB $VRT

Electrification: $GEV $TE $ALB

Nuclear: $UUUU $SMR $OKLO

AI Applications: $CRM $NOW $SNOW

2030+: BUILD THE FUTURE

Robotics: $TSLA $SERV $SYM

Autonomy: $ACHR $JOBY

Drones: $AVAV $KTOS $ONDS

Defense: $LMT $NOC $PLTR

Space: $RKLB $ASTS $LUNR

Quantum: $IONQ $QBTS $RGTI

Those who FOLLOW will RETIRE EARLY

[Ai With Piyas @piyascode9]

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

Here are 10 insane Gemini prompts that replace $4,000/month Bloomberg terminals:

(Save this 🔖 you’ll need it later)