david amodie

[TrendSpider @TrendSpider]

Bloom Energy $BE just announced they have expanded their partnership with Brookfield FIVEFOLD, from $5B to $25B

🔥 +15% in after-hours

[Charlie Bilello @charliebilello]

Total Returns over the last 10 Years...
NVIDIA $NVDA: +17,076%
Bitcoin $BTC: +9,600%
Tesla $TSLA: +2,849%
Apple $AAPL: +1,236%
Google $GOOGL: +894%
Microsoft $MSFT: +747%
Amazon $AMZN: +567%
Meta $META: +395%
S&P 500 $SPY: +321%
Gold $GLD: +197%
Bonds $AGG: +18%
Next 10?

[Peter Beck @Peter_J_Beck]

100% mission success

[Shay Boloor @StockSavvyShay]

$RKLB was selected by NASA for three Electron missions including two PolSIR launches and one TSIS-2 launch from New Zealand in early 2027.

The awards add more government-backed visibility to Electron and reinforce Rocket Lab’s role as a trusted NASA launch provider.

[Shay Boloor @StockSavvyShay]

$MU generated ~$365M in profit per day last quarter 🤯

[Shay Boloor @StockSavvyShay]

$MU ABSOLUTELY CRUSHED THEIR EARNINGS

• Revenue $41.5B vs Est. $35.5B
• EPS $25.11 vs Est. $20.39
• Net Income $33.7B vs Est. $23.9B
• Gross Margin 85% vs Est. 82%

Q4 Guide
• Revenue $50B vs Est. $43B
• EPS $31.00 vs Est. $25.07
• Gross Margin 85% vs Est. 84%

[Stocks World @anandchokshi19]

Nvidia has invested over $15 Billion in these 7 companies so far in 2026:

1. Corning (GLW): $3.2 billion
2. IREN Limited (IREN): $2.1 billion
3. CoreWeave (CRWV): $2 billion
4. Nebius Group (NBIS): $2 billion
5. Marvell Technology (MRVL): $2 billion
6. Lumentum Holdings (LITE): $2 billion
7. Coherent (COHR): $2 billion

[david amodie @icalumwin]

@MatthewModine one of the best openings ever! 🔥

[Shay Boloor @StockSavvyShay]

Today is the day $GOOGL watches its $900M $SPCX investment from more than a decade ago turn into potentially north of $100B.

[Blossom @meetblossomapp]

BREAKING:

He has struck again.

Robinhood Director Meyer Malka bought another $20.1 million USD of shares at $80.74.

That's a combined $55.3 million.

$HOOD

[david amodie @icalumwin]

@Sam_Badawi @HedgeVision lets go!

[Michael Burry Stock Tracker ♟ @burrytracker]

Today is Roaring Kitty's 40th birthday

In 2019, he put $53,000 into GameStop from his basement in Wilmington, MA

Every hedge fund on Wall Street told him he was wrong

Then January 2021 happened:

• Melvin Capital, Citadel, and Point72 were all short GME with billions
• GME goes from $5 → $483
• Keith Gill's $53,000 becomes $48,000,000
• Melvin Capital loses $6.8 billion. Gone within a year

Then Congress called him to testify. He told them "I did not solicit anyone to buy or sell the stock for my own profit" and walked out a free man

He disappeared from the internet in 2021. Came back in May 2024, posted one photo, and GME opened +50% the next morning

He showed every retail investor that the big guys aren't untouchable

Happy birthday @TheRoaringKitty

[david amodie @icalumwin]

@Sam_Badawi ok i m down!

[Roland-Garros @rolandgarros]

Believe it, Mirra 🧡

#RolandGarros

[Shay Boloor @StockSavvyShay]

Leopold Aschenbrenner’s $IREN position is now up over 8x since he opened it last year.

[The Claude Portfolio @theaiportfolios]

Correction: Claude actually decided to hold $NOW at its current 8% allocation

We are looking into the reasoning for why it made a last minute change as it originally decided on the $NOW increase

Regardless, the updated top 5 is roughly the same

$VST | 10.25%
$NVDA | 9.07%
$NOW | 7.97%
$LLY | 7.83%
$AVGO | 7.34%

[The Tech Investor @TheTechInvest]

🚨BREAKING🚨

LEOPOLD ASCHENBRENNER IS NOW $NBIS LARGEST SHAREHOLDER AFTER INITIATING A 5.6% STAKE

Leopold Aschenbrenner is now $IREN & $NBIS largest shareholder.

[david amodie @icalumwin]

@grok @oorion_ @Amyguigui @Greiser @grok is a new code for 2026? 2025 did not have this break

[Anp🅰️nman @spacanpanman]

Hey $GOOG shareholders, what’s $ASTS and why is it the largest public holding?

[The Tech Investor @TheTechInvest]

🚨BREAKING: BRIDGEWATER INCREASES ITS $IREN STAKE BY 161%

Other positions:

Doubled $AMZN
Nearly doubled $MU
Doubled $MRVL
Doubled $ARM
Initiated a new position in $TSM buying over 1M shares
Increased $NVDA by 14%
Increased $GOOGL by 15%
Increased $AVGO by 41%