JayToe

[Jason Luongo @JasonL_Capital]

If I had to start a brand new $100,000 portfolio today, these are the 10 stocks I would buy and hold long term:

1. $AMZN - Amazon

The backbone position. AWS growth accelerated to 37% last quarter, its fastest pace in years, and Amazon is spending roughly $200 billion this year on AI infrastructure. Every startup renting compute is paying someone, and a massive share of it flows through AWS.

[Justin Banks @RealJGBanks]

I have made MILLIONS trading the AI Sector Rotation

Print this. Keep this. It’s how the next Millions will be made.

My Secret to catching it early?

Following the Sector ETF’s for strength and weakness

AI Ecosystem
• $AIQ: $AMD $INTC $SKHY

Semiconductors
• $SMH: $NVDA $TSM $AVGO

Memory
• $DRAM: $MU $SNDK $WDC

Photonics
• $EUV: $LITE $COHR $AAOI

Software
• $IGV: $PLTR $NOW $ORCL

Cybersecurity
• $CIBR: $CRWD $PANW $FTNT

AI Infrastructure
• $WGMI: $IREN $CORZ $HUT

Data Centers
• $DTCR: $EQIX $DLR $VRT

Physical AI
• $BOTZ: $ISRG $CGNX $TSLA

Space & Defense
• $ARKX: $RKLB $KTOS $SPCX

Nuclear
• $NLR: $CEG $CCJ $OKLO

Quantum
• $QTUM: $IONQ $RGTI $QBTS

Capital rotates through sectors long before most investors notice.

This is how we will catch them early.

[Sam Parikh @smartertrader]

90% chance Chinese memory banned. Mu to 1500. Sndk to 2400

[legen @legen_eth]

@BunsanXBT Used to use the gov website:

Pelosi - https://t.co/x100WDqgYv
Trump - https://t.co/Myx0I5A5Nf

I spent 2 years and $300k to make an app that shows a lot more info and makes it way easier to track @insiderwave_

https://t.co/v2dcbFNOEO

[Ashton Invests @Ashton_1nvests]

If I had $100,000 to invest in individual stocks today, this is exactly how I would build the portfolio:

7 companies.

No ETFs.

Concentrated, but every stock has a clear role.

Here is the full breakdown:

1. SoFi Technologies | $SOFI

$25,000
25% of the portfolio

My highest conviction growth position.

I believe SoFi still has years of member growth, product expansion, margin improvement, and earnings growth ahead of it.

[Vebjørn @VJNCapital]

The best way to get rich is to buy great companies when everyone else is selling

Here are 14 high-quality stocks that are in a drawdown

1/14 $NFLX

[Jason Luongo @JasonL_Capital]

I'm only going to say this once. The AI buildout is still in the early innings.

These 10 stocks will create millionaires over the next 3 years.

1. $IREN - Iris Energy

$9.7B cloud contract with Microsoft. $3.4B AI cloud contract with NVIDIA. 1.4GW substation in West Texas. Scaling to 150,000 GPUs by year end targeting $3.7B in annualized run-rate revenue.

[JayToe @JayToe1]

@BillBrooklyn10 Stocks

[Chace Chambers @ChamberofFit]

If I had magically woke up with a big belly today & my goal was to become unrecognizable by summer 2025, here's everything I'd do:

[The Figen @TheFigen_]

The most epic wedding video ever. 😂

[internet hall of fame @InternetH0F]

The definition of practice makes perfect

[internet hall of fame @InternetH0F]

Dad was born to be a comedian

[Alex Kornik @AlexKornik]

Just saw aliens over Santa Rosa CA, anyone else?

Also anyone know what this really was?
#UFOs #Aliens #space #UFOSightings

[Fortlandia @Fortlandia]

UFO or weird drone thing? If they were drones they were silent. It was eerie whatever it was.

Directly over Vallejo & Green Valley, California. And damn near right over Travis Air Force Base.

[unusual_whales @unusual_whales]

Here are the top ten holdings in the Mormon Church's $47 billion portfolio:

1. Apple, $AAPL
2. Microsoft, $MSFT
3. Alphabet, $GOOGL
4. Nvidia, $NVDA
5. Amazon, $AMZN
6. UnitedHealth Group, $UNH
7. Meta, $META
8. Mastercard, $MA
9. Exxon, $XOM
10. Tesla, $TSLA

[Lew 🏈🏀⚾️🥊 @droppedballs_fb]

Draymond Green leaving the game

[De🅿️ressed Warriors Fan 💔 @GoIdenState]

JA MORANT WATCHING DRAYMOND CHOKE GOBERT:

[Automatic @automaticnba]

This five minute segment on the Warriors 2022 championship run from the Stephen Curry: Underrated Documentary is pure cinema

[Shadow👑🦁 @the16thhokagae]

This is still the coldest sequence Family Guy has ever created