Edge

Bcomm - Finance. SIE & Series 57 Licensed. Work experience in Wealth Managment, Institutional Asset Management, Portfolio Management, Proprietary Trading.

[TENET RESEARCH @tenet_research]

QUANTUM COMPUTING STOCK MAP FOR 2026

Quantum is no longer just a science lab story.

The opportunity is expanding across hardware, cloud access, AI compute, cybersecurity, photonics, semiconductor tools, testing systems, and secure networking.

HERE ARE THE KEY QUANTUM LAYERS TO WATCH

QUANTUM FRONT RUNNERS:
$IONQ $RGTI $QBTS $QUBT $INFQ $ARQQ $LAES

These are the direct quantum names with the highest sector sensitivity. They cover trapped ion systems, superconducting hardware, quantum annealing, photonics, neutral atom architecture, encryption, and quantum resistant security.

BIG TECH QUANTUM LEADERS:
$IBM $GOOGL $MSFT $AMZN $NVDA $INTC $HON $BAH

These are the large cap companies building the foundation for long term quantum adoption through cloud platforms, enterprise access, AI integration, quantum software, advanced research, and private quantum exposure.

SEMICONDUCTOR AND INFRASTRUCTURE LAYER:
$GFS $TSM $ASML $AMD $MU $AMAT

Quantum will need more than qubits to scale. It will require advanced fabs, chip equipment, memory, classical compute, high performance processors, and specialized semiconductor infrastructure.

QUANTUM TESTING AND MEASUREMENT LAYER:
$KEYS $FORM $TER

Testing and measurement will be critical as quantum hardware develops. Precision tools, cryogenic testing, probe systems, signal analysis, and chip validation are needed before quantum systems can scale reliably.

OPTICAL, NETWORKING, AND SECURITY LAYER:
$CIEN $NOK $LITE $AAOI $COHR $NET

Quantum infrastructure also depends on optical networks, photonics, lasers, secure communication, high speed connectivity, and post quantum internet security.

KEY TAKEAWAY:

Quantum is not just a single stock theme. It is a full infrastructure cycle.

The biggest winners may not only be the companies building quantum computers, but also the companies powering, testing, securing, and connecting the full quantum ecosystem.

@ripster47 | @TENETTRADEGROUP | @TenetCharts

[Edge @James0ck]

Incredible

[Ariel Helwani @arielhelwani]

BREAKING: Ben Askren will make his @RAFWrestlingUSA debut in Milwaukee on July 18 against Belal Muhammad.

Askren was the first wrestler ever signed to RAF.

Unbelievable. Truly incredible.

[Edge @James0ck]

@PriceGrip @thelaptoplegend Show me a pic of you being a pro athlete

[Edge @James0ck]

@STMPortfolio @oguzerkan Good point.. $STX $WDC $LITE $TSEM $BE is less crowded than $IREN $CRWV $NBIS? How so...? Valuation wise?

[Edge @James0ck]

@PriceGrip @thelaptoplegend Lol not impossible..but yes professional athlete level HRV.

[Edge @James0ck]

@thelaptoplegend Those are solid numbers. Thats odd you only scored an 88. You should consider switching to Whoop, I really like it.

[Anthony Pompliano 🌪 @APompliano]

Wow.

The White House just announced that grid infrastructure is essential to national defense.

This includes transformers, transmission lines and conductors, substations, and high-voltage circuit breakers.

Companies working to electrify America will have a big tailwind.

[Edge @James0ck]

@Peoplewish @trueinvestings Their handle should be @falseinvesting

[Nick @Rags2Tendies]

i built a trading journal with Claude.

not a todo app.
not a chatbot.
a real, shipped, production app.
live at https://t.co/YJijjP3QYp - free. (in beta)

here's what's inside:

→ csv import for 15 brokers
(IBKR, Tastytrade, Tradovate, TopStep, NinjaTrader…)
→ trade calendar with P&L heatmap
→ full trade logging
→ analytics across every setup, emotion, and mistake
→ public profiles + shareable trade cards
→ a real leaderboard system w/ ranks
→ risk guardrails (max loss, max trades, streak limits)
→ auth, avatars, seasons, share cards
→ fully rebranded top to bottom

no team.
no funding.
no bootcamp.

just me and Claude, night after night.

every trader needs one.
most will never use one.
the ones who do rarely talk about it.
now they have somewhere to go.

(in beta) https://t.co/YJijjP3QYp - free forever.

either you review your trades,
or your trades review you.

[Michael Bento @MichaelPBento]

This is your reminder that the Nasdaq has only had a 12 day winning streak 3 times in its entire history. There has never been a 13 day streak.

Today is day 12.

[Will Hu @traderwillhu]

Top Performers in US Stock Market since 2000

I want to share a self-hosted stock research tool that identifies and visualizes the most powerful price moves in US equity market from 2000 to current date. It processes raw daily OHLCV data for over 12,000 US tickers — including delisted stocks — and surfaces the top 7% performers each year for in-depth chart study.

Github link: https://t.co/5u4KpuhhSx

The project is inspired by the trading methodology of Kristjan Kullamägi (Qullamaggie), which focuses on learning from stocks that made exceptional gains in a short period of time. By studying these historical moves in detail — their price structure, volume behavior, and timing — traders can develop a sharper eye for recognizing similar setups as they form in real time.

This is also a use case for my open-source charting platform. https://t.co/QCg04LytjE

If you find this project helpful, welcome to buy me a coffee. https://t.co/txMJM1c0tM

Disclaimer
Stock data and any statistics or charts derived from it are not guaranteed to be 100% accurate or complete. You are responsible for independently verifying the accuracy and suitability of the data before using it for any purpose.

[Edge @James0ck]

Doubt it

[*Walter Bloomberg @DeItaone]

TRUMP ON SOCIAL MEDIA: "Oil carrying ships from many Nations are all heading to the United States of America to LOAD UP with Oil."

[Edge @James0ck]

@Jin67171 How important is SSR to you? Looks like you started taking liquidity post SSR.

[Edge @James0ck]

Underrated positive for war

[The Spectator Index @spectatorindex]

BREAKING: French-owned container ship passes through Strait of Hormuz, in 'what appears to be the first known transit by a vessel linked to Western Europe since the Iran war', according to Bloomberg report.

[Edge @James0ck]

HA! found a screen shot of a #stocktrading contest for my FRA class in 2015! I came first place!

[Mike Bellafiore @MikeBellafiore]

How can you use Claude to gain a trading edge?

In the video, Jeff Holden, the Head of Trader Development at SMB Capital, outlines five specific practices where AI (specifically Claude) can transform a trader's workflow to gain edge:

1. Custom Price Alerts
Jeff suggests using AI to bypass the limitations of standard platform alerts. Instead of simple price crosses, you can use Claude to code surgical alerts that only fire when a complex set of conditions are met.

Example: An alert that triggers only if price breaks the 30-minute opening range high on 1.5x average volume while staying above VWAP.

Benefit: Reduces noise and ensures you only focus on the highest-probability setups.

2. Pre-market Game Plan Automation
AI can be used to process large amounts of data to prioritize your morning watchlist in minutes rather than an hour.

Method: Creating a template where you paste overnight headlines and pre-market data, and Claude outputs a prioritized table of stocks to watch.

Benefit: Provides institutional-level preparation and consistency every single day.

3. Trading Performance Analysis
Jeff highlights using AI to build personalized Python scripts that analyze your specific broker data to find hidden "leaks" in your performance.

Insights: Claude can identify if you are consistently losing money during specific times of the day (e.g., mid-day "lunchtime" lulls) or with specific setup types.

Actionable fix: Jeff personally used this to identify that his edge disappeared after 11:30 AM, leading him to implement a "size down" rule for the afternoon.

4. Custom Order Entry and Exit Logic
AI allows non-coders to create sophisticated execution rules that aren't standard in most trading platforms.

Example: Coding a "two-bar trailing stop" that automatically moves your stop loss up based on price structure but never moves it down.

Benefit: Removes human emotion and hesitation from the exit process, making your trading more systematic.

5. The AI Trade Autopsy
Jeff describes this as getting "coaching-level feedback for free." After the market closes, you can provide Claude with a screenshot of your chart and the context of your plan.

Feedback: Claude acts as an objective coach to tell you if you actually followed your rules or if you were influenced by emotional patterns (like revenge trading after a loss).

Super Prompting: Jeff suggests taking autopsies of all your trades at the end of the week and asking AI to identify the single most important trend you need to work on.

The "3 Tiers of Traders"
Jeff frames these suggestions by categorizing traders into three levels:

Tier 1 (90%): Manual everything; limited by platform constraints.

Tier 2 (7%): Using AI as a "fortune teller" to predict the market (which he calls "garbage").

Tier 3 (3%): Using AI as a research and infrastructure partner to automate bottlenecks and operate like a professional hedge fund.

How to use Claude To Gain a Huge Day Trading Edge https://t.co/zH5N2VcWU1 via @YouTube

[Edge @James0ck]

@TripleDTrader The consistency! God damn Dennis! True professional.

[Edge @James0ck]

I bet deal gets done this week

[TENET RESEARCH @tenet_research]

Pakistan Foreign Minister confirms Iran-US talks may take place in Islamabad in the coming days.

[Edge @James0ck]

@Jordnstm 😂