Mike Jay

[Mike Jay @jcapmgmt]

A good day is eating some $SG and seeing $HOOD come back to life.

[Mike Jay @jcapmgmt]

Go crazy this week $PLUG

[Mike Jay @jcapmgmt]

Bitcoin and all related equity tickers are going to have a good month of May

$BTC
$CRCL
$HOOD
$COIN

Happy trading.

[Mike Jay @jcapmgmt]

Buy these stocks if you want to be rich at the end of the year:
$AMZN
$NFLX
$PSX
$PLUG
$GLW
$PLTR
$MRK
$CIEN
$LITE
$CRCL
$REGN
$SNOW
$RDDT
$CRWD

[Bill Ackman @BillAckman]

Some of the highest quality businesses in the world are trading at extremely cheap prices. Ignore the MSM. One of the most one-sided wars in history that will end well for the U.S. and the world. And we have the potential for a large peace dividend.

One of the best times in a long time to buy quality.

Ignore the bears.

[Mike Jay @jcapmgmt]

Overall market should correct 10-15% in the next four weeks. Get your shopping list in order.

[Lin @Speculator_io]

There is always a bull market somewhere.

Memory: $SNDK $MU $WDC $STX
Foundries: $TSM $SKYT
Substrates: $AXTI
Chip Equipment: $TER $ACMR $AEHR $ICHR $MTSI
Data Centers: $VRT
Cloud: $FSLY $DOCN
Electronics: $POWL $FIX $VICR
HPC: $APLD $WULF $NUAI
Energy: $BE $ENLT $NXT
Materials: $SOLS $CPSH $GLW
Networking: $LITE $VIAV
Rare Earths: $CRML $USAR
Critical Minerals: $UAMY $UUUU
Drones: $RCAT
Space: $SATL $RKLB $VSAT
Aerospace: $FTAI
Biotech: $ERAS $PAHC

[Justin Banks @RealJGBanks]

THE COPPER STACK (AI / POWER CYCLE)

AI runs on power.
Power runs on copper.
This is the metal everyone is overlooking.

Pure Copper Leaders
$FCX – Freeport-McMoRan
$SCCO – Southern Copper
$TECK – Teck Resources
$ERO – Ero Copper
$CS – Capstone Copper

Copper Grid / Electrification
$PWR – Quanta Services
$ETN – Eaton
$HUBB – Hubbell
$MYRG – MYR Group
$NVT – nVent Electric

Copper Supply Control (Global)
$BHP - BHP Group
$RIO - Rio Tinto
$GLNCY - Glencore
$VALE - Vale S.A.

High-Beta
$IE – Ivanhoe Electric
$TMQ – Trilogy Metals
$COPX – Global Copper ETF

[Lin @Speculator_io]

𝗧𝗵𝗲 𝗟𝗲𝗮𝗱𝗶𝗻𝗴 𝗦𝘁𝗼𝗰𝗸𝘀 𝗶𝗻 𝟮𝟬𝟮𝟲

𝗠𝗮𝗿𝗸𝗲𝘁 𝗟𝗲𝗮𝗱𝗲𝗿𝘀
$SNDK Sandisk
$WDC Western Digital
$RKLB Rocket Lab
$LRCX Lam Research
$SYM Symbotic
$STX Seagate
$TER Teradyne
$MU Micron
$KLAC KLA
$CCJ Cameco Corp
$ASML ASML
$FIX Comfort Systems
$RDDT Reddit
$RKT Rocket Companies
$MPWR Monolithic Power
$NU Nu Holdings

𝗬𝗼𝘂𝗻𝗴 𝗚𝗿𝗼𝘄𝘁𝗵 𝗟𝗲𝗮𝗱𝗲𝗿𝘀
$SKYT SkyWater
$FIGR Figure
$LEU Centrus Energy
$VICR Vicor
$AVAV AeroVironment
$CAMT Camtek
$INOD Innodata
$FTAI FTAI Aviation
$KRMN Karman
$APLD Applied Digital
$VSAT Viasat
$KTOS Kratos
$HSAI Hesai
$NVMI Nova
$ACMR ACM Research
$OSCR Oscar Health
$ZETA Zeta

𝗦𝗽𝗲𝗰𝘂𝗹𝗮𝘁𝗶𝘃𝗲 𝗟𝗲𝗮𝗱𝗲𝗿𝘀
$CRML Critical Metals
$USAR USA Rare Earth
$AEVA Aeva
$RCAT Red Cat
$UAMY United States Antimony
$ASTS AST SpaceMobile
$NVTS Navitas Semiconductor
$BKSY BlackSky Technology
$ONDS Ondas
$UUUU Energy Fuels
$UMAC Unusual Machines
$HUT Hut 8 Mining
$SERV Serve Robotics
$JOBY Joby Aviation
$AEHR Aehr Test Systems
$AXTI AXT Inc
$MP MP Materials

Here's the full list:
https://t.co/9MX5Nqitrs

[Mike Jay @jcapmgmt]

Get in while the water is warm $ETH $HBAR $AVAX $SOL. Good retracement and rsi entry points

[Mike Jay @jcapmgmt]

Year end price target for $BTC - $135k

[Mike Jay @jcapmgmt]

@ACInvestorBlog Lots of open interest in the $5 Jan 2027 calls 👀

[Mike Jay @jcapmgmt]

Coffee, ciggy, and a 100% return on a call option. No better way to start the day

[Mike Jay @jcapmgmt]

$🍞

[Mike Jay @jcapmgmt]

Agree with you technical analysis @edismondeo but I’m long leaps so not tripping about short term weakness

[Mike Jay @jcapmgmt]

$HD has a an attractive setup. Feels like once rates get cut and spring buying cycle starts up this stock will pump. Entering calls

[Mike Jay @jcapmgmt]

@chicagobulls @MichelobULTRA Why would yall post this

[Mike Jay @jcapmgmt]

Companies to consider throwing some love after their Super Bowl ads, $HIMS & $CART.

[Mike Jay @jcapmgmt]

@amitisinvesting It’s not too late

[Mike Jay @jcapmgmt]

Stackin chips on $PLTR, $PYPL, $UBER, and $PTON this week.