Michael

Control the risk of permanent loss at minimal cost, capture asymmetric returns through high leverage, and let winners run.

[Michael @hannahgates_]

🚨 AI Stocks I’d Watch Before the Next Move Higher Names with room to run:

$INTC
Current: $103 → Future Target: $135

$ANET
Current: $177 → Future Target: $205

$MRVL
Current: $213 → Future Target: $260

$SMCI
Current: $31 → Future Target: $54

$SNDK
Current: $1630 → Future Target: $1956

$RKLB
Current: $69 → Future Target: $88

$AAOI
Current: $117 → Future Target: $155

$NBIS
Current: $221 → Future Target: $260

$MU
Current: $978 → Future Target: $1260

Like and follow if you’re tracking the same market.

[The Kobeissi Letter @KobeissiLetter]

Bearish bets on US stocks are surging:

Short interest in the S&P 500 is up to ~3.7% of its free float, near the highest in data going back to 2010.

Short interest in the Russell 3000 is up to ~6.1%, also near an all-time high.

Both metrics have steadily increased since the start of 2025.

Furthermore, short interest across all NYSE-listed stocks rose to a record 9.0% of shares outstanding in late June.

By comparison, this metric peaked at ~5.0% during the 2008 Financial Crisis and ~6.0% during the 2020 pandemic.

Conditions for a short-squeeze are rising.

[Shay Boloor @StockSavvyShay]

SEMICONDUCTOR STOCKS BY PEG RATIO

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

Here’s how they stack up:
• $ALAB ~3.6x
• $INTC ~2.7x
• $LRCX ~2.6x
• $KLAC ~2.4x
• $AMAT ~2.2x
• $ARM ~1.9x
• $ASML ~1.7x
• $ANET ~1.7x
• $LITE ~1.1x
• $TSM ~1.1x
• $COHR ~1.0x
• $AMD ~0.8x
• $CRDO ~0.7x
• $NVDA ~0.7x
• $MRVL ~0.6x
• $AAOI ~0.6x
• $AVGO ~0.5x
• $ON ~0.4x
• $MU ~0.2x
• $SNDK ~0.2x

[Ash Crypto @AshCrypto]

Stocks and gold have rallied massively while crypto lags behind.

Bitcoin catch up rally will be insane.

[Michael @hannahgates_]

You could buy 100 shares of
$PLTR
right now for $12,400.

Or you could sell a $115 cash-secured put expiring 8/21 and get paid $520 today.

Three possible outcomes:

1.
$PLTR
stays above $115
You keep the $520 premium. That's a 4.52% return on capital in 30 days, or 55% annualized.

2.
$PLTR
drops below $115 but you still like the stock
You roll the put down and out to a lower strike and later expiration, collecting additional premium in the process. You get paid more to wait at an even better price.

3.
$PLTR
drops below $115 and you get assigned
You buy the shares at $115, but your real cost basis is $109.80 because of the premium collected. That's an 11.5% discount from today's price. Then you start selling covered calls.

That's the power of selling options.

[Michael @hannahgates_]

One Chart Breaking Down Every Link in the Chip Industry

10-layer architecture, six major systems, tens of billions of transistors.
The six systems each serve distinct roles:
Computation System: CPU (the savvy manager) + GPU (a factory with thousands of workers) + NPU (dedicated AI assembly line)
Memory System: Cache (small drawers right beside workstations) + memory interface (connecting to the large DRAM warehouse)
Control System: Instruction scheduling & clock management — the chip’s city hall
Communication System: PCIe and buses — highways and subway networks inside the city
Power System: Voltage regulation and power consumption monitoring — invisible energy arteries
Packaging System: Substrates, solder balls and heat sinks — building a dome over the entire city and linking it to the outside world

[Michael @hannahgates_]

I’ll only say this once.

These 10 stocks will be remembered as the opportunities everyone ignored before 2030:

1. IonQ – $IONQ

2. QuantumScape – $QS

3. Rigetti Computing – $RGTI

4. BlackSky Technology – $BKSY

5. Lightwave Logic – $LWLG

6. Enovix – $ENVX

7. Amprius Technologies – $AMPX

8. Eos Energy – $EOSE

9. Redwire – $RDW

10. Bloom Energy – $BE

🔥 These setups are sitting in front of moves that can rewrite portfolios. Save this list—the people who act now will look brilliant later.

[Stocks World @anandchokshi19]

AI is a five-layer cake ~ Jensen Huang

[Michael @hannahgates_]

CURRENTLY ONLY 5% OF SPACEX SHARES ARE AVAILABLE TO BE TRADED 20% OF SHARES UNLOCK 2 DAYS AFTER EARNINGS AUG 6 ANOTHER 10% WILL UNLOCK IF SHARES ARE OVER $175 ADDITIONAL 7% UNLOCKS AROUND AUG 21 AND AGAIN SEPT 10 BE PREPARED CAUSE THE REAL PRICE DISCOVERY STARTS AUG 6

$SPCX

[lewis martell @lewismartell1]

I'll only say this once. These 8 stocks could look very different after the next earnings cycle...

1: $NBIS (Nebius) → $182 Strong Buy
2: $CRWV (CoreWeave) → $74 Strong Buy
3: $APLD (Applied Digital) → $26 Strong Buy
4: $HOOD (Robinhood) → $96 Strong Buy
5: $OUST (Ouster) → $36 Must buy
6: $ONDS (Ondas) → $6.58 Must buy
7: $RKLB (Rocket Lab) → $64 Must buy
8: $PLTR (Palantir) → $132 Must buy

Save the list. Earnings, financing and contracts will decide who deserves the next move.

[Vivek Sen @Vivek4real_]

ELON MUSK ON WHERE PEOPLE SHOULD INVEST:

"I DON'T REALLY BUY STOCKS.

I DON'T LOOK FOR THINGS TO INVEST IN.

I JUST TRY TO BUILD THINGS."

HE ADDED:

"GOOGLE HAS LAID THE GROUNDWORK FOR AN IMMENSE AMOUNT OF VALUE CREATION FROM AN AI STANDPOINT.

NVIDIA IS OBVIOUS AT THIS POINT.

AI, ROBOTICS, AND MAYBE SPACEFLIGHT ARE GOING TO CREATE OVERWHELMINGLY MOST OF THE VALUE."

[lady marmalade @oletavern]

🚨 BREAKING 📷 WARREN BUFFETT SAYS THE U.S. DOLLAR WILL COLLAPSE DUE TO GOVERNMENT POLICY BERKSHIRE HATHAWAY JUST SOLD $24.1 BILLION IN STOCKS THIS EXTENDS ITS SELLING STREAK TO 14 STRAIGHT QUARTERS THE LONGEST IN BERKSHIRE’S HISTORY THIS IS NOT LOOKING GOOD...

[Michael @hannahgates_]

🚨Attention Retail Investors!!!
Keep a close eye on these stocks next week:

1 $NBIS (NEBIUS)
2 $NVDA (NVIDIA)
3 $NOW (ServiceNow)
4 $ASTS (AST SpaceMobile)
5 $CRWV (CoreWeave)
6 $AMD (Advanced Micro Devices)
7 $MU (Micron Technology)
8 $SPCX (SpaceX)
9 $AAPL (Apple)

Investing in stocks inherently involves risks., but capital flow often reveals the opportunity before the crowd sees it.

[Michael @hannahgates_]

Google $GOO is a $500 stock

Microsoft
$MSFT
is a $550 stock

Meta
$META
is a $850 stock

You’d be foolish NOT to own these stocks unlike the popular NVIDIA
$NVDA , AMD , $AMD, and Micron $MU

They have insane earnings &amp; revenue growth…

[Michael @hannahgates_]

@WhaleTwits 👍

[Michael @hannahgates_]

@BullTheoryio 👍

[Michael @hannahgates_]

@BullTheoryio 👍

[Michael @hannahgates_]

@BullTheoryio 👍

[Michael @hannahgates_]

@StockSavvyShay @FuturumEquities 👍

[Michael @hannahgates_]

@BoringBiz_ 👍