Mffl

[Mark Ajzenstadt @mardehaym]

Palantir CEO, Alex Karp:
"What the technical customers want is control over their compute, their models, their data stack, and their alpha. They want to know they own the means of production."

He just partnered with Nvidia to make that real for classified U.S. government systems.

PLTR jumped 9%.

Watch the full CNBC interview, then read the guide on AI governance below.

[dray @drayinvests]

This is the type of confidence I want the CEO of a company I'm investing in to have

Karp and Palantir are one of a kind

BULLISH $PLTR

[Alexandru Voica 💀 @alexvoica]

From the moment he opened with "I'm gonna try and keep this more adult than I usually do," I knew it was going to be pure cinema. 🍿

[Kiana Danial @KianaDanial]

Nvidia stock does THIS every 2-4 years. Watch full segment with @cvpayne on @FoxBusiness

[Mark Hogan @MB_Hogan]

$NBIS : The Fundamentalist presents his Nebius valuation model base case 2030 PRICE TARGET of $2074 a share 🔥🔥

Worth a read, check it out below!

[Leopold Stock Tracker @LeopoldATracker]

Since this post 2 weeks ago:

$HIVE +45.1%

$RIOT +25.8%

$TE +92.4%

$APLD +33%

$IREN +42%

$BTDR +54%

$KEEL +61.25%

$CLSK +38.9%

Average return: +49.06%

S&P 500 (same period: +2.39%)
Outperformance: ~20.5× the index

Next alert dropping soon.

If you’re not following with notifications turned on, you might miss the next list.

[Evan @StockMKTNewz]

JUST IN: Leopold Aschenbrenner just updated his stock portfolio for his Situational Awareness Fund

This is every SINGLE STOCK he owned so far the end of Q1 (This does not include options)

$878.7M of Bloom Energy $BE
$724.4M of Sandisk $SNDK
$556.1M of CoreWeave $CRWV
$401M of Iren Limited $IREN
$389.1M of Core Scientific $CORZ
$320M of Applied Digital $APLD
$142.2M of Riot Platforms $RIOT
$104.5M of Cleanspark $CLSK
$62.5M of Solaris sei-network:native
$43.9M of T1 Energy $TE
$38.8M of Bitfarms
$29.8M of Bitdeer $BTDR
$26.3M of Power Solutions $PSIX
$21M of Corning $GLW
$20.9M of WhiteFiber $WYFI
$20.2M of $AMD
$19.9M of Babcock and Wilcox $BW
$18.1M of SharonAI $SHAZ
$13.1M of Propetro $PUMP
$10.3M of $SMH
$8.9M of Intel $INTC
$7.6M of Taiwan Semi $TSM
$6.4M of Hive Digital $HIVE
$6.1M of $ASML
$5.9M of Micron $MU

[Johhnywalker @johhnyWalkerAZ]

Hedge funds bought 13 million shares of $KEEL this quarter and sold none.
I can’t think of a bigger slam dunk right now.

[HENNY @hennycapital]

$TE: The infrastructure to harness it is already being built.

$TE has the domestic US solar panels, battery storage and the supply chain, the timing couldn’t be better

would make a pretty cheap acquisition for $SPCX🤣

[The Tech Investor @TheTechInvest]

The safest bets for H2 2026:

1. $NVDA
2. $AVGO
3. $TSM
4. $GOOGL
5. $META
6. $AMZN
7. $MU
8. $SAMSUNG
9. $SNDK
10. $DELL
11. $APP
12. $IREN
13. $CRWV
14. $ACMR
15. $GLXY

[Damir Akaza @Damir_Akaza]

Jamie Dimon was fired for predicting the bank's collapse, and he turned out to be completely right.

"I was fired in 1998. it was painful. my boss, who I'd worked with for 15 years, called me in and said: 'we want you to leave'"

today he runs the largest bank in the US, JPMorgan, with over $4 trillion in assets.

"your IQ is high enough to succeed. but people most often fail because of EQ, emotional intelligence. that's critical. management skills are mostly EQ"

Netflix can wait. put on Dimon's 35-minute Harvard lecture. the real rules of success from the man who runs the biggest bank in the world. ↓

[Fiscal.ai @fiscal_ai]

Here's Leopold Aschenbrenner's top holdings according to his latest 13-F:

1. Bloom Energy $BE: 23.7%
2. Sandisk $SNDK: 19.6%
3. CoreWeave $CRWV: 15%
4. IREN Limited $IREN: 10.8%
5. Core Scientific $CORZ: 10.5%

[Jw @JwInvests]

$Te market is now realizing how strategic this acquisition was

[Francisco Gomez-Palacio @nanotitan28]

$IREN Final boss.

[TJ @xBitcoin_Teej]

$NVDA will be like $600 a share maybe $1,000 in 3 years.

[Futurist | 10x Disruptive Stocks @futurist_lens]

My portfolio went up over 1,100% after I made one change:

I started investing in disruptive themes.

Photonics → $AAOI $AXTI $AEHR
Space → $RKLB $ASTS $LUNR $PL
Robotics → $OUST $VPG $AMBA
AI Infrastructure → $NBIS $IREN
Power Semis → $NVTS $VICR
Defense → $ONDS $KTOS
Energy → $VST $TE $BE

That shift changed everything.

Still trying to catch up with @DeepValueBagger

[Clint Awana @clintoptions]

Is $SMCI about to pull a $MU type move?

[CK Capital @CKCapitalxx]

One of the more compelling stocks right now at current prices is $MX.

$MX is a small cap power semiconductor company quietly repositioning itself into the single biggest demand driver in tech: AI data center power. The market hasn't repriced it yet.

Start with the setup. Market cap is roughly $230 million on about $179 million in trailing revenue.

So it trades near 1x sales, with $94.6 million in cash against just $42.3 million in debt. Net cash.

You are buying a clean balance sheet and a real revenue base for almost nothing, with the downside largely covered by the cash.

Yes, it is unprofitable today, with a trailing net loss around $30 million and gross margins still soft at 15.6% in Q1, guided to 17 to 19% for Q2.

But that is exactly the point.

This is being priced as a dying legacy analog name. It isn't one anymore.

Here is the thesis.

Management exited the old display business and is rebuilding the company around high value power semis.

They guided to 55 new product launches in 2026, on top of 55 in 2025, with new generation products targeted to hit about 10% of revenue by Q4, up from roughly 2% last year. That mix shift is the entire story.

Higher value parts replacing low-margin legacy product is how the margin and revenue curve bends.

Then the catalyst, two days ago. Magnachip announced it will showcase its Medium Voltage MOSFET portfolio for AI servers and data centers at PCIM Europe in June.

These are 8th gen 40V and 60V parts purpose built for server and data center power supply units, dropped right into the hottest power market on earth.

The stock jumped roughly 20% on that alone. Not a contract. A trade show booth.

That is how much pent up appetite there is for any credible AI power angle in this name, and how little of the data center pivot is actually priced in.

[The Analyst @MMatters22596]

That’s why I’m STILL HOLDING LARGE CASH RESERVES.

Almost everyone missed some of the massive runners over the past 3 months.

Like we missed:
$AMD
$ASTS

On the other hand, we caught:
$NBIS
$TEAM

But I’m not chasing stocks that already made huge moves.
I’m waiting for opportunities like:

1. $OSCR around $17
2. $SOFI below $14
3. $SYM below $40
4. $XPEV between $16 and $8
5. $LMND around $40
6. $MP below $40
7. $HOOD around $60

Of course, this won’t happen overnight.
But the upside potential remains the same.

Which names are you still waiting for before opening a position?