Marko

Stoic

[Steven Goldstein @AlphaMind101]

Trading is not an intellectual activity. It's an emotional one.

The decisions that cost you money aren't analytical failures. They're emotional ones. Fear. Greed. Ego. The inability to pull the trigger. The inability to let go.

Over-intellectualising pulls you toward analysis and perfectionism and away from the one thing that actually matters: taking risk.

The best traders don't eliminate the emotional side. They learn to work with it. Ignore it at your peril — it's always there, and it will always find you.

[Patient Investor @patientinvestor]

Stocks expected to more than 3X their revenue in the next 5 years:

Nvidia $NVDA: +295%

AMD $AMD: +400%

Ouster $OUST: +429%

MP Materials $MP: +658%

Palantir $PLTR: +704%

Iren $IREN: +2056%

Ondas $ONDS: +3,100%

AST SpaceMobile $ASTS: +5,122%

Nebius $NBIS: +6,138%

[Jeff Sun, CFTe @jfsrev]

Fully immerse yourself in understanding why ADR%-based stock selection and LoD < ATR execution matter to your trading account % performance

https://t.co/SvGb59qZfY

[Steve Burns @SJosephBurns]

“You don’t get rich by diversifying into 50 mediocre assets. You get rich by finding 2 or 3 asymmetric home runs.”

— Stanley Druckenmiller.

[Jeff Sun, CFTe @jfsrev]

Focus on these 52 leading names trading above $100M dollar volume — they may outperform what your own watchlist is surfacing. Do a screen on screen for entry idea.

$FLY — Aerospace & Defense
$LUNR — Aerospace & Defense
$PL — Aerospace & Defense
$RKLB — Aerospace & Defense
$CENX — Aluminum
$HUT — Capital Markets
$IREN — Capital Markets
$MARA — Capital Markets
$WULF — Capital Markets
$ASTS — Communication Equipment
$CIEN — Communication Equipment
$NOK — Communication Equipment
$DELL — Computer Hardware
$IONQ — Computer Hardware
$QBTS — Computer Hardware
$RGTI — Computer Hardware
$SNDK — Computer Hardware
$STX — Computer Hardware
$GH — Diagnostics & Research
$BE — Electrical Equipment & Parts
$FPS — Electrical Equipment & Parts
$PLUG — Electrical Equipment & Parts
$GLW — Electronic Components
$TTMI — Electronic Components
$APLD — Information Technology Services
$CIFR — Information Technology Services
$VG — Oil & Gas Midstream
$MP — Other Industrial Metals & Mining
$USAR — Other Industrial Metals & Mining
$COHR — Scientific & Technical Instruments
$AXTI — Semiconductor Equipment & Materials
$ALAB — Semiconductors
$AMD — Semiconductors
$ARM — Semiconductors
$CRDO — Semiconductors
$GFS — Semiconductors
$INTC — Semiconductors
$LSCC — Semiconductors
$MRVL — Semiconductors
$MU — Semiconductors
$MXL — Semiconductors
$NVTS — Semiconductors
$QCOM — Semiconductors
$RMBS — Semiconductors
$SMTC — Semiconductors
$SWKS — Semiconductors
$TSEM — Semiconductors
$VSH — Semiconductors
$DOCN — Software Infrastructure
$NBIS — Software Infrastructure
ENPH — Solar
IRDM — Communication Services

P.S Chapter 14 'Screen on Screen' - https://t.co/44wPqG8oFm

[Tom Dante @Trader_Dante]

Annual reminder of what my average trading day actually looks like

[Mike Investing @MrMikeInvesting]

Leopold Aschenbrenner is literally telling you what stocks to buy before they squeeze.

He turned $225M into $5.5B in just 12 months.

In 2025 he called out:
$SNDK at $42 & is now up 3,200%
$BE at $18 & is now up 1,500%
$LITE at $59 & is now up 1,400%

This time around for 2026 he’s bullish on:
1. $TE ~ T1 Energy
2. $IREN ~ Iren Limited
3. $HIVE ~ Hive Digital
4. $CRWV ~ CoreWeave
5. $RIOT ~ Riot Platforms
6. $CLSK ~ CleanSpark

These stocks can easily be the next to 5-10x within months.

Don’t miss out again…

[TrendSpider @TrendSpider]

🚨 The most watched portfolio in AI just got even more interesting

Leopold Aschenbrenner Full Q1 Portfolio Breakdown

🔔 Notable new positions:
-VanEck Semi ETF $SMH $2.04B put + $10M shares
-Nvidia $NVDA $1.57B put + $500k shares
-Oracle $ORCL $1.07B put
-Broadcom $AVGO $1.01B put
-AMD $AMD $969M put + $20M shares
-Micron $MU $584M put + $422M call + $6M shares
-TSMC $TSM $535M put + $355M call + $7.6M shares
-ASML $ASML $494M put + $6M shares
-T1 Energy $TE $44M shares
-Corning $GLW $21M put + $700k shares
-Sharonai Holdings $SHAZ $18M shares
-Hive Digital $HIVE $6.4M shares

🔄 Notable Changes:
-Replaced $747M $INTC call position with $159M put
-Increased Sandisk $SNDK position significantly ($250M shares --> $724M shares + $389M call options)
-Increased Micron $MU position significantly ($5.9M shares --> $584M put + $422M call + $5.9M shares)
-Nearly doubled position in $RIOT

🔴 Notable Exits:
-Cipher Mining $CIFR
-Coherent $COHR
-EQT $EQT
-Hut 8 $HUT
-Kilroy Realty $KILR
-Liberty Energy $LBRT
-Lumentum $LITE
-Tower Semiconductor $TSEM

Plenty to sit with in this filing. What stands out?

[Jeff Sun, CFTe @jfsrev]

Strongest mover screener for each time period

https://t.co/gYWzNtwd5T

[SPX Trader @SPXTrades]

Generational buying opportunity 🤣

[Marko @iMarcelo]

”Your mistake was thinking any of this was ever truly yours.”

Powerful read on identity from @SahilBloom. Worth your time. https://t.co/dkpKtLY0zq

[Matej Rigelnik @Matej_R81]

Poglejte ta graf in poglejte ga dobro. to so obrestne mere, ki jih NLB plačuje svojim komitentom po različnih državah kjer ima banke. no, tujim komitentom plačuje 3x več kot Slovencem (razlika med srednjim in desnim grafom) vi pa še vedno denar tja noste. vse gre lastnikom za dividende. hvala, delničar NLB :)

[Lin @Speculator_io]

Nvidia literally told where to invest:

IP: $ARM
Fab: $TSM $INTC
Memory: $MU $SNDK $WDC
Packaging: $ASX $AMKR $CAMT
Equipment: $KLAC $LRCX $ASML $KEYS
Networking: $COHR $GLW $FN $LITE $APH
Servers OEMs: $DELL $SMCI $JBL
Power Systems: $FLEX $VRT $ETN
Power Electronics: $STM $ADI $MPWR $NVTS $ON
Direct Investments: $CRWV $NBIS $NOK $SNPS $LITE $GLW

[Scott Redler @RedDogT3]

U can learn a ton from this video
William O’Neil Breaks it’s down

The Cup and Handle Pattern is one of the most reliable patterns in the markets.
It can uncover 5x 6x 7x 8x winners

[Goshawk Trades @GoshawkTrades]

Paul Tudor Jones made $7 billion from trading.

this is his daily routine.

[Marko @iMarcelo]

“I don't follow trends. I outlast them.”
— Arnold Schwarzenegger

via the 5-Bullet Friday newsletter (https://t.co/8BgIg9vnHN) from @tferriss

[Steven Goldstein @AlphaMind101]

“Anyone who has succeeded in investing and trading, is first and foremost a great risk manager”

Paul Tudor Jones

Podcast Interview with Patrick O’Shaugnassy - ‘Invest Like The Best Podcast’ - Apr 26

[breakout stocks @gbstocks]

4/28 Morning Watchlist:

News:
OpenAI missed its 2025 ChatGPT revenue target & 1B weekly users goal
- $ORCL to power Project Jupiter AI Data Center with up to 2.45 GW of $BE fuel cells
- $INTC & FPT partner to develop AI-powered autonomous factories
- $INTC files for up to $5.925B senior notes offering to repay bridge loan & regain full ownership of its advanced EUV Fab 34 in Ireland (producing Intel 4 & Intel 3 chips

Earnings:
- Not great reactions this morning, but still watching $GLW $CLS $SANM $RMBS $AMKR
- Many earnings coming up this week so be cautious with new buys

Focus:
- Today's focus is to see how things shake out here & if the names can recover and prove we're in a Power Trend
- Leaders holding their 10 days $BE $GEV $NOK $SNDK $MU $WDC $STX $VICR $NVDA $AMD $GOOGL $AMZN $DELL $INTC $ARM $WULF $DOCN $POWL $NVTS
- Watching how photonics move here, especially after $GLW's move down on earnings this morning $LITE $CIEN $AAOI $AEHR $AXTI
- My current positions are still $SNDK $LITE $BE $AAOI $NVDA $INTC (cut $MXL yesterday obviously... rode that one up & then back down)

[Goshawk Trades @GoshawkTrades]

i come back to this clip of Jim Simons every few months.

the man who built the most successful hedge fund in history sharing his guiding principles in life.

2 and a half minutes that will stick with you.

[Matej Rigelnik @Matej_R81]

Priznam, nisem mogel spati, pa sem šel malo računat. Rezultat je naravnost ŠOKANTEN. 🤯
Naredil sem plastično primerjavo našega novega zapora v Dobrunjah:
🏗️ Zapor Dobrunje: 86,5 milijona € za 243 zapornikov.
🏨 InterContinental + Grand Plaza: SKUPAJ 86 milijonov € za 700+ gostov.
Dva najbolj prestižna hotela v državi (5 zvezdic, bazeni, spaji, fačuziji in vrhunski dizajn) sta stala MANJ kot en zapor na obrobju Ljubljane! 🤡
Kako je mogoče, da je "all-inclusive" bivanje v zaporu investicijsko dražje od največjega luksuza v centru mesta? Kje konča ta razlika v milijonih? Kdo je tu nor in do kdaj bomo to plačevali?! 💸🏗️😡
#Dobrunje #Ljubljana #skandal #Slovenija #investicije #davkoplačevalci