SituS

[The Analyst @MMatters22596]

The stocks and support levels I'm watching now:

$NBIS - $200

$ZETA - $20.8

$SOFI - $14.2

$CRDO - $186

$CRWV - $94

$AMBA - $58

$AMD - $423

$NVDA - $190

$PLTR - $128

$RKLB - $103

$IREN - $42

Which stocks are you looking to buy?

[Mark Sterling @MarkSterling0]

I’m 44 years old and used to work at JPMorgan Chase. My monthly income is $110,000.
My June advice:
I’ll only say it once.
This might be the fastest way to hit $3 million by the end of 2028:
$INTC (Intel) → $93 ust buy

$TSLA (Tesla) → $383 Must buy

$NOK (Nokia Oyj) → $12 Must buy

$NVDA (NVIDIA) → $198 Must buy

$AVGO (Broadcom) → $382 Must buy

$MU (Micron Technologys) → $850 Must buy

$MRVL (Marvell Technology) → $258 Must buy

I often get asked why I don’t turn this into paid content, but for me, sharing stock information is just a hobby. I’m not financially struggling, so I choose to share it for free.

NFA

[StockWhale @thestockwhale]

In 2025, I made you over $2M+ with all my stock picks.

Now in 2026, I will make you ANOTHER $5M with my once in a lifetime call.

It's time to buy software stocks right NOW. You're going to look back at this and THANK me for making you rich in a few years.

Here's what to buy and go all-in:

1. UiPath $PATH
2. ServiceNow $NOW
3. Oracle $ORCL
4. Salesforce $CRM
5. Datadog $DDOG
6. Snowflake $SNOW
7. Adobe $ADBE
8. MongoDB $MDB
9. Twilio $TWLO
10. CrowdStrike $CRWD

Never miss another bull-run again. All my buy and sell signals in Discord @ https://t.co/GaBnArAAKe.

[Esther & Michael @SuperLuckeee]

You'll turn $1000 into $1,000,000+ in 12 months (cheatsheet)

And you don't need to trade full-time why?

1. This is a year 3 of 15 in a massive AI expansion (you're early)
2. There's over 50 stocks in the AI layer to choose from
3. Simply investing in VOO SPY $200-$300/month for the next few years would 200% your money.
4. The last time this happen was when internet became a thing.
5. Trump is helping everyone make money for the next 2 years.
6. Interest rates and inflation should be going down after 2027 (so you're really early still)

The secret is to be patient, feel bored all the time and don't buy anything just save all your cash.

[Jeremy Lefebvre @HolySmokas]

https://t.co/spFUC3PHbw

[The Analyst @MMatters22596]

Fastest growing company in every sector:
Expected revenue growth 2026

Software:
1. $PLTR | 71%
2. $APP | 50%
3. $RRDT | 47%

Data-Center:
1. $NBIS | 521%
2. $APLD | 137%
3. $SMCI | 80%

AI Connectivity
1. $CRDO | 204%
2. $AAOI | 111%
3. $LITE | 110%

Energy
1. $EOSE | 120%
2. $BE | 83%
3. $FLNC | 48.7%

Semi-conductors
1. $MU | 192%
2. $NVDA | 72%
3. $AVGO | 63%

Space
1. $LUNR | 350%
2. $ASTS | 155%
3. $RKLB | 42%

Defense
1. $ONDS | 647%
2. $AVAV | 132%
3. $KTOS | 28%

Fintech
1. $AFRM | 53%
2. $NU | 41%
3. $SOFI | 30%

[The Analyst @MMatters22596]

Hear me out...

$SOFI is a $35 stock trading at $16.

$MU is a $1500 stock trading at $670.

$IREN is a $80 stock trading at $61.

$JD is a $60 stock trading at $30.

$DUOL is a $300 stock trading at $110.

$OSCR is a $45 stock trading at $20.

$TEAM is $180 stock trading at $93.

$ZETA is a $60 stock trading at $17.

$NIO is a $40 stock trading at $6.

$NOW is a $170 stock trading at $100.

$EOS.AX is a $25 stock trading at $9.

$RDDT is a $300 stock trading at $163.

Huge divergences like this don't stay for long.

Save this and come back in 6 months, most of these stocks will be on their way to reach these targets.

[Jack @Tech_Rose1]

Stop telling Claude, "do this."
Stop telling Claude, "write code."
Stop telling Claude, "fix this error."

You're actually treating a senior AI like a junior intern.
Here are 8 prompts you can copy and paste directly:

[Michael | Hypermarkets @itsmichaelluu]

In 1 year, SNDK spiked from $27 to $1400+ for 5200%.

Memory is the bottleneck of AI right now, but soon it will be photonics and energy.

Here's 4 other bottlenecks of AI that is undervalued:

🔵 $POET — Optical Interconnects Light replaces copper inside AI clusters. Marvell order live, 30k+ engines shipping in 2026. Target: $40

🔵 $LWLG — Polymer Photonics Their Perkinamine tech outperforms silicon at moving data between chips. Stage 3 commercialization just started. Target: $42

🔵 $CIFR — AI Power Infrastructure $9.3B in contracted leases with AWS + Google. Power is the #1 bottleneck and CIFR owns the land + grid access. PT: $300

🔵 $CRDO — Active Electrical Cables Revenue +272% YoY. Every GPU cluster needs their AEC cables to move data between chips without latency. Target: $130

♻️ RESHARE this post & make 1 comment and I'll DM you my BONUS play in liquid cooling right now.

[Market Rebellion @RebellioMarket]

99% of options traders are gambling because they never learned the fundamentals.

This 1-hour Yale lecture changes everything.

In just 60 minutes, you’ll learn more about options trading than most overpriced trading courses ever teach.

No hype. No fake gurus. Just real knowledge.

Save this and watch it without distractions. 📌

[Esther & Michael @SuperLuckeee]

In 3 years, $NVDA up 2500%, $AMD up 700%, $MU up 1000%.

AND in 1 year, $INTC up 600%, $SNDK up 4000%

AI is a 15 year long supercycle and this timeline will help you know whats NEXT so you don't miss it.

[The Assembly @InTheAssembly]

A 25 year old just turned $225 million into $5.5 billion in 12 months.

Here’s exactly what he bought.

Leopold Aschenbrenner got fired from OpenAI in April 2024.

He spent the next few months writing a 165-page thesis predicting AGI by 2027.

Then he launched a fund and put his money where his thesis was.

He bought zero Nvidia. Zero Microsoft. Zero Google. Zero Amazon.

He bought what AI actually runs on.

Bloom Energy (BE), power infrastructure for data centers. Up 1,422% in one year.

Lumentum (LITE), optical components that move data between chips. Up 1,331%.

Sandisk (SNDK), storage. Up 3,130%.

CoreWeave (CRWV), GPU cloud infrastructure. Up 166%.

Iris Energy (IREN), AI computing and data centers. Up 583%.

The thesis was simple: every AI company needs energy, bandwidth, storage, and compute.

Nobody was buying those. Everyone was buying the AI companies themselves.

He was right.

His fund now manages $6 billion. Backed by Patrick and John Collison of Stripe and former GitHub CEO Nat Friedman.

I’m adding this to my watchlist.

Every time he files a new 13F, we will break it down here.

Turn on notifications so you don’t miss the alert, this is VERY important.

Many people will wish they followed us sooner.

[Path of Men @PathOfMen_]

POV: You realize a 25-year-old turned $225 million into $5.5 billion in 12 months and just told you exactly what he’s buying next.

[Nancy Pelosi Stock Tracker ♟ @pelositracker]

Big Buy Alert 🚨

Rep. Maria Salazar (R) just disclosed up to $850,000 of new trades

Buys: $850,000
Sells: $0

Biggest buys include:
- $50,000 of Boeing $BA
- $50,000 of Goldman Sachs $GS
- $50,000 of Honeywell $HON
- $50,000 of Cisco $CSCO
- $50,000 of Citigroup $C

All 24 buys filed on the same day

[Jason Luongo @JasonL_Capital]

The White House is telling you exactly where to invest with the new $1.5 trillion defense budget.

Here are 5 stocks I'll be watching closely:

1. $PLTR - Palantir

The Pentagon just designated Palantir's Maven AI as an official program of record across all five military branches. $13B in total Pentagon investment across all Palantir programs, up from $480M in 2024. Over 20,000 active military users. $10B Army contract consolidating 75 existing agreements into one. Palantir is becoming the operating system of the U.S. military.

[Cole Grinde @GrindeOptions]

So many stocks are still on sale right now: 👇

1. $IREN - $46

2. $SOFI - $19

3. $TSLL - $13

4. $MSTR - $167

5. $LMND - $67

6. $BMNR - $22

7. $TSLA - $389

8. $HOOD - $87

9. $PLTR - $146

10. $ASTS - $80

What stocks do you think are cheap and a steal deal right now?

[Mike Investing @MrMikeInvesting]

Nvidia CEO Jensen Huang just revealed the “five-layer” model of what AI is dependent upon…

These 5 layers include:

1. Energy ~ $NBIS, $IREN, $CIFR, $OKLO
2. Chips ~ $NVDA, $AMD, $TSM, $AVGO
3. Cloud Infrastructure ~ $AMZN, $MSFT, $GOOGL, $CRWV
4. Models ~ $META, $ORCL
5. Applications ~ $PLTR, $TSLA

All these names will see generational upside in 2026 as AI continues to expand rapidly.

Save this for later…

[Michael Sikand 🦑 @michaelsikand]

$KRKNF Q4 earnings update: Anduril ramping, C$222M in orders, Iran catalyst, and uplisting.

Today's earnings call was full of easter eggs, so here are the top takeaways for asymmetric investors 🪺🦑

1) Can we acknowledge what a gem this business is? Most small cap defense stocks are shitcos that aren't profitable. This is a small cap drone battery stock that is guiding for 65% revenue and 80% EBITDA growth this year. 2025 revenue grew only 12%, but gross profit jumped 42% and gross margins expanded from 49% to 62%. Q4 alone hit 70% gross margins. Quality is the story as this is business is BOTH profitable and rapidly scaling.

2) Anduril ramp. The Halifax battery facility is live, albeit being delayed, now bringing total battery capacity to C$200-250M annually but get this. CEO Greg Reid for the first time ever addressed the idea of building MORE battery capacity specifically in the United States (ahem, Anduril's factory in Rhode Island). This is huge and invalidates the bear case that Kraken can't meet Anduril demand. I am assuming Kraken has to see a US Navy order (I think it's possible this comes this year or next) to justify committing to Anduril and Anduril commiting to full production and vice versa.

3) Iran / Strait of Hormuz tailwinds are real. Greg called mine counter measures demand "urgent operational requirements" for multiple navies. Kraken built up inventory precisely for this moment and expects to win share from larger peers because they can move faster as a smaller company. KATFISH which is Kraken's towed mine hunting vehicle is turning the corner as a result of this trend as MCM becomes a procurement supercycle.

4) It's gonna be a HUGE year with a beat looking pretty clear. $87M in product orders YTD plus ~$50M services business annual run rate already puts Kraken at ~80% of the midpoint of 2026 guidance. Combined YTD orders: ~$222M across Kraken and Covelya, the company they just acquired. Greg cautioned against annualizing it given the massive hype around subsea intelligence tech right now, but the pro-forma entity is already operating at an incredible scale.

5) TSX uplisting is happening this year. It "remains on our roadmap for 2026," with timing tied to the Covelya close. Graduating off the Venture exchange opens the door to institutional capital that's currently locked out, as institutions hold just 20% of the float. This is another major catalyst.

My thinking: Kraken stock continues to be the vast majority of my personal portfolio. It is profitable, attractively valued, has a large moat, is extremely fast-growing, and well-managed. I can genuinley sleep easy at night knowing I'm loaded into this stock. I think it will outperform the vast majority of the market and is sitting at a support level. Could I be missing out on some photonics upside right now? Probably. Is it worth chasing companies in the short-term I have less conviction in? Usually not. I've made some epic trades in the last 6 months with my actively traded capital like $AAOI +180%, $BE +120%, $AEHR +70%, $SOI.PA +60%, $IQE +100% and for now, that's satiating my short-term asymmetric appetite.

Kraken's long term prospects are tied to the autonomous defense supercycle which in my opinion is the best risk adjusted investment category. It gets all the benefit of AI with the resilience of long-term defense spending and contracts, which can cushion these businesses in an AI bubble downturn. How can you not be long Anduril?

The underwater defense supercycle is just getting started, and finally just got mainstream attention with the CENTCOM literally citing the deployment of "underwater drones" in the Strait. I believe the Iran war has firmly put mine countermeasures, naval warfare, torpedos, blockades, shipping lanes back at top of mind and Kraken is the best stock to benefit from all that attention.

I look forward to continuing to cover Kraken Robotics for the retail investor community. Thanks to those who read my posts and support me as a full-time stock content creator.

[Esther & Michael @SuperLuckeee]

1 year ago, SNDK ran from $30 to $945 for 900%

Here's 4 set-ups with exact 500%-1000% potential:

1. BE (Bloom Energy)

-AI data centers = massive power demand → BE solves energy reliability
-Hydrogen + clean baseload = secular tailwind
- If margins flip + profitability hits → multiple expansion explodes

Buy zone: $120–130 = demand zone / prior base

2. ASTS (AST SpaceMobile)

- First real space-based cellular broadband (not hype anymore)
- Partnerships with AT&T / Vodafone = distribution solved
- If they prove scale → becomes global telecom infra layer

Buy zone:
$70–80 = high conviction accumulation

3. IONQ (IonQ)

- Pure-play quantum computing (early innings like NVDA 2016)
- Government + enterprise contracts building
If quantum hits real-world use → exponential upside

Buy zone:
$25–$30 = value accumulation

4. IREN (Iris Energy)
- Bitcoin + AI compute hybrid play
Cheap renewable energy = structural edge
- If BTC + AI infra both run → double tailwind

Buy zone:
$30–$32 = strong support

Pay attention, these don’t move because they’re cheap. They move because narrative + timing + execution align just like SNDK.

There's 1 more massive runner setting up! Write 1 comment and REPOST this ♻️ and I'll share it.