Kaotic

Hawaii, ocean, shells, snorkelling, sand, everything Kauai is the goal

[Coffee House Stocks @CoffeeStocksGuy]

If you have been hearing all about robotics this weekend

Give this article 5 minutes.

You must read this report.

Including $OUST $TSLA $AMZN and more.

[Sun Liao @sunxliao]

I'm not missing the robotics bull run:

Perception and Sensing

$AEVA - Aeva, FMCW LiDAR
$ARBE - Arbe Robotics, 4D imaging radar
$CGNX - Cognex, machine vision
$OUST - Ouster, LiDAR
$VPG - force/load/strain sensing
$ZBRA - machine scan/vision/warehouse

Compute, Chips, and Memory (Brain)

$AMBA - edge AI vision SoCs
$AMBQ - ultra-low-power edge AI silicon
$ATOM - semi materials and IP licensing
$INDI - ADAS and automotive semis
$LSCC - low-power FPGAs

Motion, Actuation, and Precision (Body)

$ALNT - control, drives, and motors
$KLIC - semi assembly and automation
$NOVT - encoders and motion

Autonomous Mobility

$AUR - autonomous trucking
$MBLY - ADAS and autonomous driving
$TSLA - robotaxi plus Optimus humanoid
$XPEV - IRON humanoid and eVTOL

Deployment (Field/Service/Warehouse)

$KITT - subsea/ocean robotics
$RR - service robots and Dex humanoid
$SERV - sidewalk delivery
$SYM - warehouse automation systems

Surgical Robotics

$ISRG - da Vinci systems

Thematic Fund Exposure

$BOT - private names (Figure, Apptronik)
$ROBO - holdings across value chain

Let me know if I need to add anything!

Will be picking my favorite names soon.

[Kaotic @hobohobbitt]

@HunterAllen4 Happy Saturday Hunter! Since VIa jumped the morning of June 26th, I’m curious if your subs heard about it on the 25th? Thanks for sharing - I had no idea about it!

[Value Investing Edge @StonkValue]

The next wave of market winners potential to dominate entire market in 2026 and beyond:

AI Infrastructure /Data Centers
$WYFI - Small-Cap AI Infrastructure Bet
$NBIS - NVIDIA-Powered AI Cloud Leader
$IREN - AI Data Center and Compute Infrastructure
$CIFR - Bitcoin Miner to AI/HPC Infrastructure
$KEEL - Digital Infrastructure

Drones / Robotics / Defense
$ONDS - Aerial and Ground Defense Lead
$OSS - Rugged AI Compute for Defense

Space
$FLY - Launch and Space Systems Pure Play
$SATL - Earth Observation Satellite Data

Semiconductors
$PENG - AI Factory and HPC Infrastructure
$ALAB - AI Data Center Connectivity Leader
$GFS - U.S. Semiconductor Foundry Play
$AMBQ - Ultra-Low-Power Edge AI Chips
$MRAM - Specialty Memory
$VECO - Semiconductor Equipment Supplier

Photonics / Optics
$AAOI - AI Data Center Optical Networking
$AXTI - Compound Semiconductor Substrate Play
$LWLG - Next-Gen Electro-Optic Polymer Platform

Quantum / Advanced Computing
$IONQ - Trapped-Ion Quantum Computing Leader
$INFQ - Quantum Sensors and Neutral-Atom Computing

Energy
$TE - Domestic Solar Manufacturing Growth Play
$EOSE - Long-Duration Zinc Battery Storage
$AMPX - High-Density Silicon-Anode Battery Leader
$HYLN - Distributed Power / KARNO Generator
$FCEL - Fuel Cell Power + Data Center Energy

[Kaotic @hobohobbitt]

@stockplaymaker1 What’s your discord link? Thx!

[Kaotic @hobohobbitt]

@TT_stocks_ @DD_Daily_ @TT_stocks_ sub here 😊 are you still in $QH and holding for now?

[Kaotic @hobohobbitt]

@TT_stocks_ Wow!!! Congrats!!

[Kaotic @hobohobbitt]

@stockplaymaker1 @stockplaymaker1 what’s the difference between being an X sub or Whop sub?

[Kaotic @hobohobbitt]

@stockplaymaker1 I’m humming along with u 😂

[Rohit @ai_rohitt]

INSTEAD OF WATCHING AN HOUR OF NETFLIX TONIGHT.

This 1 hour Stanford lecture by Joel Peterson will teach you more about negotiation and getting what you want than most people learn in years.

Bookmark it and give it an hour, no matter what.

[Kaotic @hobohobbitt]

@DustinHuntwn Hey! Is it $KEEL? I think I saw y
A tweet but can’t see it anymore!

[🐅hassytrades @hassytrades]

A lot of people have messaged me regarding profit-taking.

One of the main concerns highlighted was selling a position early.

Below, I will highlight my profit taking on $DELL, which i am up 100% on

1) Always sell into strength

What I mean by this is, if it's good enough for a screenshot, I sell 30-40% of my position.

2) Use the EMA 9 on the daily as an area of support

Use the EMA 9 as a barrier to hold a ticker. Closes below? Sell 20%

3) Using prior highs

Use prior highs as a level to help support your position, in this example, 222 as a level buyers broke and held.

There is no reason to sell an entire position when the strength/ theme and overall market are bullish.

[Mike Investing @MrMikeInvesting]

The U.S. President & the literal White House are telling you that these 5 sectors are next to squeeze…

1. Space ~ $RKLB, $ASTS, $RDW, $FLY, $LUNR
2. AI Infrastructure ~ $CRWV, $NBIS, $IREN, $APLD
3. Quantum Computing ~ $IBM, $GFS, $QBTS, $RGTI
4. Rare Earths/Energy ~ $USAR, $UUUU, $OSS, $EOSE, $HYLN
5. Robotics ~ $NOK, $TSLA

These are your next chances to make generational wealth, & you cannot miss it.

Save this for later…

[Kaotic @hobohobbitt]

@ChairmansLedger Well said. This was me this week. Need to learn from it and move on

[Kaotic @hobohobbitt]

@pepemoonboy Love this. Thank you for sharing for FREE - that’s awesome karma for you 💰

[Pepe Invests @pepemoonboy]

What’s one stock that no one’s talking about yet that you think will skyrocket in the coming year?

I want real alpha that few are aware of like the next $NOK, $BB, $SHAZ, $NBIS, $MU, etc.

I will compile all the responses and will put together a ranked list of the most undervalued gems.

I don’t want to hear about the stocks that have already 10x’ed.

Lets see what FinX can come up with 😎🚀

[Kaotic @hobohobbitt]

@Pablo01618 Good for you, and for IBM. When did you buy this call?

[AskLivermore @asklivermore]

Get ready. Listen to me if you want to become a multi-millionaire in the next 5-7 years.

Once the AI-compute trade cools off, the NEXT super-cycle will rotate into THESE categories:

1. Layer 1 - uranium miners
• $CCJ - Cameco (blue chip urnamium provider)
• $UEC - Uranium Energy Corp. (aggressive U.S. developer)

2. Layer 2 - fuel cycle / enrichment (the real bottleneck - especially HALEU and SMRs)
• $LEU - Centrus Energy Corp. (only US company producing HALEU, big Department of Energy money)

3. Layer 3 - SMR & advanced reactors (highest risk-to-reward; the picks & shovels of the future)
• $OKLO - Oklo (Sam Altman-backed, already signed $META deal)
• $SMR - NuScale Power (first US - approved SMR design)
• $NNE - Nano Nuclear (microreactors - portable power)

4. Layer 4 - nuclear operators / utilities (real cash-flow and massive data center contracts)
• $CEG - Constellation Energy (largest US nuclear fleet)
• $VST - Vistra (insane $META 20-year PPA and nuclear restarts)

5. Layer 5 - components & services (more defensive plays)
• $BWXT - BWX Technologies (reactor components + services + defensive overlap)
• $GEV - GE Vernova (BWRX-300 SMR tech + nuclear services

Safer ETF's include: $URA, $URNM, and $NUKZ

Once you make $4M, please thank me by buying me a Porsche.

[Kaotic @hobohobbitt]

@pepemoonboy

[The Analyst @MMatters22596]

The Entire Photonics-Stack mapped out.

Front-End Fabrication:

1. Manufacturing Equipment
$ASML
$VECO
$MKSI
Top pick: $AIXA

2. Photonic Integrated Circuits
$POET
$LWLG
$MTSI
Top pick: $TSEM

3. Discrete Photonic Components
$COHR
$IPGP
$LASR
Top pick: $LITE

4. SUBSTRATES & WAFERS
$AXTI
$IQE
$SOI
Top pick: $GLW

Back-End Fabrication

5. Transceivers & Subsystems
$LITE
$COHR
$FN
Top pick: $AAOI

6. Packaging & Assembly
$POET
$AMKR
$FN
Top pick: $BESI

7. Test & Measurement
$FORM
$TER
$MKSI
Top pick: $VIAV

8. Systems & Networking
$CIEN
$MRVL
$NVDA
Top pick: $AVGO