IImvest

My bio

[BIOTECH SCANNER @BIOTECHSCANNER]

$IOVA - This is my favorite biotech for the next 2 years and longer. During that span there will be ups and downs but I focus on PROGRESS. Shorts will always spread fear and misinformation. But it’s what the company does with Amtagvi sales and operational efficiency improvement that will burn shorts. Their days are numbered. We don’t have enough shares 🤑

[Avi @AviFelman]

SpaceX will be a screaming buy. Just wait for it to base out and trade sideways for a bit, and pick it up once attention is elsewhere. And then watch as it magically picks up a narrative again.

[hansolar @hansolar21]

Edge computing market for humanoid robotics expected to increase 1,904x.

Watchlist - large cap
TSLA
NVIDIA
QCOM

Watchlist - mid/small cap
AMBA
BB

Financial advice to myself : You should probably own stuff in a market segment that could roughly 2000x over the next 10 years

[Mark Newton CMT @MarkNewtonCMT]

Computer Networking now making its move & ranked #3 by #IBD out of 145 sector rankings @Marketsurge

While i continue to advocate selectivity within Tech given the extent of the deterioration in recent mths, it's encouraging to see stocks like $ANET $RDWR $EXTR play catchup to the CSCO, DGII of the world #InvestorsBusinessDaily

I find these multi-week base breakouts partcularly constructive as SPX is on the verge of its own triangle breakout #IBDPartner

[Bluntz @Bluntz_Capital]

good graph if youre interested in humanoid robotics

[CryptoCondom @crypto_condom]

$LPTH has been outperforming and wanted to share some thoughts inspired by @Globalflows & @chigrl.

Right now, the next AI/space/robotics cycle is becoming an "atoms-world bottleneck", not just a software story: energy, compute, factories, launch capacity, industrial land, and rare-earth processing are now the scarce inputs.

Rare earths are “not rare” geologically, but have a Chinese strategic choke point in processing/separation/magnets....giving China geopolitical leverage over AI hardware, EVs, robots, defense, wind, and space.

The RIGHT trade is NOT to buy ETFs with baskets of names dependent on China ...it’s to buy single ticker, US owned, US manufactured assets/commodities with dedicated, not-easily replicable moats.

@lightpathtech fits this narrative bc its Black Diamond germanium alternative lets it fit not only the commodity narrative...but also it has real world revenue & applications from Space, Robotics, Autonomous Vehicles and other Physical AI.

We're currently at a commodity inflection point. Commodities are dirt cheap bc of a stronger dollar...but as the dollar weakens, and physical AI demand grows for raw materials...I think $LPTH and others like $LAC, $MP, etc will absolutely go parabolic.

[DAO Maximalist ☯🏴🦇🔊 @JakeHartnell]

@nevaaron Projects that were building on them know it's not being actively developed.

There are better places for people to park their $ETH.

[Rocketmen 로켓맨 @iamrocketmen]

$ABCL 이 여기서 50% 하락해도 저는 신경 쓰지 않을 겁니다. 오히려 더 많은 주식을 사서 기뻐할 거예요.

주식이 단기적으로 어떻게 움직일지 예측하기가 매우 어렵고, 저는 확실히 이런 상황을 예상하지 못했습니다.

저는 장기적인 관점에 집중합니다.
이건 제가 믿는 회사가 언젠가 도달할 수 있는 위치의 시작에 불과할 뿐입니다.

단기 가격 움직임을 타이밍하려고 시도하며 주식이 제 손에서 멀어지는 걸 지켜보는 위험을 감수하는 것보다, 종잇값 상승이 증발하는 걸 지켜보는 위험을 감수하는 게 낫다고 생각합니다.

제 전략은 세대적인 회사들(제가 세대적이라고 믿는, 혹은 그럴 수 있다고 믿는 회사들)을 오랜 기간 보유하는 것입니다.

논리가 그대로 유지되는 한, 저는 계속 보유합니다. 회사가 오늘보다 5년 후에 더 가치 있을 가능성이 있다고 제가 믿는 한, 저는 계속 보유합니다.

장기 보유, 강력하게
—————
💯 agreed!!

[Eliant Capital @eliant_capital]

I’m beginning to be a believer in commodities. Will be a megatrend like no one is really imagining right now. I'm sure lots of ramps and drops along the way though.

[PeterTrades @GpeterTrades]

I think $ABCL can become a $20B company.
That would put the stock around $65–66/share.

The reason is that $ABCL is not just a normal biotech trying to get one drug approved.

They developing drugs too but the bigger opportunity is the platform imo.

They are building a system that can help discover antibody drugs faster, better, and at scale.

That is why the Jazz agreement is so exciting.

It just proved my point.

It shows that pharma is willing to pay for access to what AbCellera is building.

If they keep executing, keep signing partnerships, keep moving internal programs forward, and prove that the platform works, I can absolutely see the market valuing this company at $20B one day.

Especially in this market.

We have companies with little to no revenue trading at massive valuations because the market believes in the future story.

So why can’t $ABCL get there if the platform actually works?

[🚀☀️🔋🚗🧠🚇 @Lootster]

It seems I’m not bullish enough. $BB

“𝘛𝘩𝘦 𝘤𝘶𝘳𝘳𝘦𝘯𝘵 𝘱𝘳𝘪𝘤𝘦 𝘴𝘪𝘵𝘴 𝘢𝘳𝘰𝘶𝘯𝘥 $8.82. 𝘛𝘩𝘦 𝘯𝘦𝘢𝘳-𝘵𝘦𝘳𝘮 𝘣𝘶𝘭𝘭 𝘤𝘢𝘴𝘦 𝘪𝘴 $40 𝘵𝘰 $60 𝘣𝘺 𝘦𝘯𝘥 𝘰𝘧 2027. 𝘛𝘩𝘦 𝘧𝘶𝘭𝘭 𝘵𝘩𝘦𝘴𝘪𝘴, 𝘪𝘧 𝘦𝘷𝘦𝘳𝘺 𝘷𝘦𝘳𝘵𝘪𝘤𝘢𝘭 𝘮𝘢𝘵𝘦𝘳𝘪𝘢𝘭𝘪𝘻𝘦𝘴, 𝘱𝘰𝘪𝘯𝘵𝘴 𝘵𝘰 $200 𝘢𝘯𝘥 𝘣𝘦𝘺𝘰𝘯𝘥 𝘣𝘺 2030 𝘵𝘰 2031. 𝘞𝘩𝘢𝘵 𝘧𝘰𝘭𝘭𝘰𝘸𝘴 𝘪𝘴 𝘵𝘩𝘦 𝘤𝘢𝘴𝘦 𝘧𝘰𝘳 𝘸𝘩𝘺.”

[leki ⚔️ @mkfilko]

Ok seems like Robotics is gonna be the play of the next few weeks/months. Here are some good companies worth watching imo

Spread across the stack: the OS, the sensors, the brain, and the body.

$BB - QNX is the safety-certified operating system that runs underneath the robot, not the robot itself. Deterministic, ISO-certified software is hard to replicate, which is why it sits in autonomous cars, industrial automation and now physical AI. QNX did $72.3M last quarter, up 26%, royalty backlog near $1B, partnered with NVIDIA and Arm.

$CCXI ($AGLT post deSPAC) - The public vehicle for Agility Robotics and its Digit humanoid, merging with Churchill Capital XI at a $2.5B pre-money valuation. Digit is already deployed at Schaeffler, GXO and Toyota with 65,000+ operating hours and $300m in multi-year orders.

$OUST - Ouster builds digital lidar, the depth perception layer for robots, AVs and industrial automation. One sensor architecture scaling across multiple end markets.

$AMBA - Ambarella makes edge AI vision chips that give machines real-time sight without the cloud. The same silicon that powers ADAS now targets robotics, drones and autonomous systems.

$AEVA - Aeva builds FMCW 4D lidar that measures velocity per point, not just distance. That matters for machines that need to predict motion, not only map space. Still pre-scale on revenue, so execution is key.

$RR - Richtech Robotics builds service and humanoid robots for hospitality and logistics. Micro-cap and speculative, the lottery-ticket end of the basket. Real deployments but thin financials.

$TER - Teradyne owns Universal Robots (cobots) and MiR (mobile robots), on top of being a semiconductor test leader. The cleanest profitable robotics exposure here, with a chip-cycle tailwind underneath. However, robotics is still a minority of revenue.

$SYM - Symbotic automates warehouses with AI-driven robotics, anchored by Walmart. Real revenue at scale, rare for this theme. Customer concentration and lumpy deployments are the risk.

$SERV - Serve Robotics runs autonomous sidewalk delivery, backed by NVIDIA and Uber. Fleet expansion is the growth story. Their robots look kinda ass though.

$CGNX - Cognex is machine vision, the eyes of factory automation and robotic guidance. Established and profitable, levered to capex cycles. Less explosive, more durable.

Any other ideas?

[Kyle Soska @SoskaKyle]

https://t.co/Mx6XKf4Xie

[J.K. Rowling @jk_rowling]

Every single person who still cringes at the memory of trying to bullshit their way through an interview or exam question: today, the slate is wiped clean. Set down your burden of shame. Nothing - nothing, I say - could touch this.

[Mark Newton CMT @MarkNewtonCMT]

Medical-Managed Care has moved up to #5 out of 145 groups ranked by @IBDinvestors as this recent rotation for Healthcare has arrived at a traditionally seasonally bullish time

While many parts of Technology remain under near-term pressure, other parts of the market like Healthcare have successfully managed to push higher @marketsurge

IBD is free all this week w/ No Credit card required
https://t.co/OeS8bNbFVg

[Greg Lukianoff @glukianoff]

This is Galilean relativity from 1632. (yes, Fine it’s a retroactive name, but at the time they just called it “relativity. ) It just means there is no master speedometer for the universe. The drone is moving at 0 mph relative to your dashboard, and 60 mph relative to the street. Both perspectives are correct. It’s also common sense.

[Ren @ren_stocks]

This is a really interesting paper about stock performance.

If you bought $AMD at the close every day and sold at the open the next day, over decades you’d have gotten a whopping +4,555,517% return.

But if you bought at the open every day and sold at the close the same day, you’d have lost almost everything – down -99.94%.

This pattern holds across every major market globally. This just reiterates that time IN the market beats anything else.

Other examples:

$MU: overnight +138,330,342% – intraday -99.92%

$NVDA: overnight +221,715% – intraday -99.7%

Same stocks. Completely opposite outcomes depending on when you hold it, overnight risk premium pays, intra day trading doesn’t.

[Lighter @Lighter_xyz]

New RWA Perp Listing! You can now trade $BOT with up to 3x leverage.

[Plume @plumenetwork]

Our nOPAL Market is live on @pendle_fi.

Lock in fixed RWA yield until September 16, 2026, backed by Brazilian payment-network receivables working with Visa and Mastercard.

Read the blog for details, and access the live market today.

https://t.co/g0O9SeyKdC

[Pendle Intern @PendleIntern]

PT-srUSDe has quietly crept back up to 5% APY meaning Aave loops are back on the menu.

With e-mode enabled against USDe, you can loop at ~11.7x leverage at just 3.35% borrow APR.

This means full loops are netting upwards of ~22% APY!