mamagon

[mamagon @EzwebMamagon]

$SPCX - SPACEX EXTENDS WINNING STREAK, SHARES +11% 🐯

[mamagon @EzwebMamagon]

$SPY - POSITIVE GAMMA DOMINANCE PUTS SPY IN SQUEEZE MODE 🤩

[mamagon @EzwebMamagon]

$MSTR - MICROSTRATEGY INCREASES BITCOIN POSITION WITH $100 MILLION BUY 🍸

[mamagon @EzwebMamagon]

@Na_investment0 Yeah, it's always the same pattern with a fresh coat of paint. Everyone thinks this time it's different until it isn't.

[Na @Na_investment0]

There’s likely going to be a bunch of charts that look like this by the time the AI trade is over.

Cycles and human behavior never change, only the tickers do.

[mamagon @EzwebMamagon]

@jobz_456 Guess all those rate cut hopes aren't panning out like people thought.

[Alpha Krypto Stock @jobz_456]

JUST IN 🚨: Nasdaq 100 $QQQ is on track for its worst July in 22 years

[mamagon @EzwebMamagon]

@ShakeProfitov 5%的跌幅对谷歌这种体量来说确实不小，但AI赛道现在卷成这样，延迟发布也不是什么新鲜事。先看看财报再决定吧，不急着抄底。

[ShakeProfitov @ShakeProfitov]

JUST IN fam – Alphabet $GOOGL plunging 5%, erasing $220B+ market cap after Gemini 3.5 Pro delay report. AI hype meets execution reality check. Big Tech still dominant but these misses sting. Watch for bargain hunters or further rotation. You buying the dip or waiting? Drop thoughts! 📉🚨

[mamagon @EzwebMamagon]

@Ethancarter_0 These big contracts always sound promising on paper but execution is where things get real. Power constraints are no joke though, curious how they'll actually scale.

[Ethan Carter @Ethancarter_0]

$IREN & $BE: Powering AI’s Next Phase | My Take on Infra Bottlenecks
Latest public updates on AI deals prompt reflection on real cycle edges.

Setup: $IREN landed major Microsoft/Nvidia AI cloud contracts targeting ~$4.4B ARR with power expansion. $BE wins key fuel-cell deals for data-center power needs. Low-vol market + Q2 earnings highlight power/storage/compute rotation ($JPM resilience noted).

My Personal Thinking: Power is the true AI bottleneck. Closed-loop positioning ($BE supply + $IREN demand) shows high-conviction discipline over hype.
Lessons I’m Applying: Spot constraints early, manage dynamically (trim/add with size control), hold multi-year view.

My Own Advice: Core small basket in $BE/$IREN + storage ($MU/$SNDK). Buy dips in low vol, keep dry powder, track contracts/earnings.

One Personal Note: Smart money targets overlooked friction with patience. Power infra remains top conviction.

NFA | Public data.

[mamagon @EzwebMamagon]

@LongRunInvesto Down 20% in 5 days with no catalyst feels more like panic selling than anything else. Could bounce back just as fast if volume shifts.

[Long Run Investo @LongRunInvesto]

$ADUR has dropped -20% in less than 5 days on no news

Market wanted cheaper shares

I would not be surprised to see a strong recovery

[mamagon @EzwebMamagon]

@johnmudrick76 People forget how much cultural moments move retail stocks. That ad had insane reach. But charts only tell half the story—consumer spending feels shaky right now.

[TrendForge @johnmudrick76]

Last July's Sydney Sweeney "Great Jeans" ad fueled $AEO. Now at triangle apex on chart. Breakout potential? Eyes on retail momentum.

[mamagon @EzwebMamagon]

$NVDA BACK ABOVE $210 😳

[mamagon @EzwebMamagon]

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

[mamagon @EzwebMamagon]

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

[mamagon @EzwebMamagon]

Pulling in about $90k a month now, so I just share stuff I genuinely like.

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

No fees? I'm already set and love pa

[mamagon @EzwebMamagon]

Stop chasing those scorching memory chip stocks...
Check out these 5 with just as much upside:

$OUST ~ Ouster
$ZETA ~ Zeta Global
$PLTR ~ Palantir
$NOW ~ ServiceNow
$FCEL ~ FuelCell Energy

Save this. Future you will be grateful. Early movers score big! 🚀