Lucas Dier

Living gently but dreaming boldly

[Lucas Dier @jnr_logic]

$VNET near $10.09, $GDS near $42.44, $KC near $15.33. China data-center names remain active.

[Evan @StockMKTNewz]

Nvidia $NVDA stock is now up by more than 20% 🟢 so far in 2026

[Shay Boloor @StockSavvyShay]

MY TOP 5 GROWTH PORTFOLIO POSITIONS

1. $RKLB | Rocket Lab
Vertically integrated logistics layer of space economy across launch vehicles, spacecraft buses, satellite components & propulsion systems backed by a $2.2B backlog (+108% YoY & 20% sequentially) plus more launches booked in Q1 than all of 2025

2. $AEHR | Aehr Test Systems
Only company offering both wafer-level & package-level burn-in for the AI semiconductor stack with exposure across AI processors, silicon photonics, HBM & silicon carbide power semis backed by a record $51M backlog & 3.5x+ book-to-bill ratio

3. $SOFI | SoFi
All-in-one digital finance platform for the next generation across lending, digital banking, investing & tech platform infrastructure backed by 14.7M members (+35% YoY), record ~$12B in Q1 loan originations (+68% YoY) & ~45% of new products are coming from existing members (flywheel is real)

4. $IONQ | IonQ
Full-stack quantum platform across quantum computing, networking, sensing & secure communications backed by $470M in RPOs (+554% YoY), first 256-qubit quantum system sale & SkyWater acquisition giving it U.S.-based quantum chip manufacturing

5. $ASTS | AST SpaceMobile
Wireless infrastructure layer for the 4 billion people without reliable cellular coverage across D2D satellite broadband, MNO partnerships & sovereign defense applications backed by $1.2B+ in contracted revenue commitments, U.S. FCC commercial authorization & 32 next-gen BlueBird satellites in advanced assembly

[Lucas Dier @jnr_logic]

Keep the plan simple enough to follow.

[Sam Badawi @Sam_Badawi]

$NVDA is up almost 3% overnight because guidance provided in the previous quarters included $0 in China revenue.

Jensen Huang just unlocked potentially $20B of new revenue in sales to $BABA, $JD, and other companies in $KWEB China Tech ETF.

Time for $250.

[Lucas Dier @jnr_logic]

NovaRed Mining can say Lamont has surface copper up to 1,125 ppm plus deeper geophysical signals. That makes the target more interesting than a simple map location.

$RGTI #Teenagegirls

[Lucas Dier @jnr_logic]

NovaRed Mining can explain the result simply: above 1,000 ppm, near Copper Mountain, backed by data.

$NOK #fishtanklive

[Lucas Dier @jnr_logic]

Torr Metals reported 761 ppm at Kolos. NovaRed Mining reports 1,125 ppm copper in soil at Lamont.

$AAOI #fishtanklive

[Lucas Dier @jnr_logic]

16,078 hectares gives NovaRed Mining the space to build a multi target copper gold campaign.

#bbvipks4 $TSLA

[Lucas Dier @jnr_logic]

NovaRed Mining adds Gregory Fedun with over 30 years of experience, giving the advisory story more weight.

$BTG #Rashmer

[Lucas Dier @jnr_logic]

NovaRed Mining can repeat the key number: North Lamont soil copper reached 379 ppm.

#Teenagegirls $NVDA

[Jesse Cohen @JesseCohenInv]

⚠️Week Ahead Watchlist – May 11-15:

• Monday: Existing Home Sales; US-Iran War News; $HIMS $ASTS $CRCL $B Earnings

• Tuesday: CPI Inflation; 2 Fed Speakers; $OKLO $SE $JD Earnings

• Wednesday: PPI Inflation; $CSCO $NBIS $BABA Earnings

• Thursday: Retail Sales, Jobless Claims; $AMAT $ONDS Earnings; Trump-Xi Meeting

• Friday: NY Mfg. Survey

$SPY $QQQ

[Bull Theory @BullTheoryio]

This is absolutely phenomenal.

NASDAQ: 6 green weeks.

S&P 500: 6 green weeks.

Russell 2000: 6 green weeks.

Dow: 6 green weeks.

$GOOG: 6 green weeks.

$INTC: 6 green weeks.

$MU: 6 green weeks.

$SNDK: 6 green weeks.

[Lucas Dier @jnr_logic]

NovaRed Mining can keep North Lamont active thanks to authorization clarity for IP AMT.

$INTC #fishtanklive

[Lucas Dier @jnr_logic]

The market rewards patience more often than impulse.

[Jesse Cohen @JesseCohenInv]

💰 $10k invested 1 year ago in each chip stock today:

• AMD $AMD: $44,005 (+340%)

• Intel $INTC: $59,222 (+492%)

• Micron $MU: $86,130 (+761%)

• SanDisk $SNDK: $412,784 (+4,028%)

Insane AI/semiconductor run! Generational wealth being created.

[StockChaser @StockChaser_]

Easy, $SE

[Ripster @ripster47]

$META 🚨
So Far so good
Provided the setup before the move
Upper MTF next target
See before/after

Guidance @TENETTRADEGROUP

[DVB @DeepValueBagger]

$mu surpasses $700. Thank you for playing.