Joopvdclips.eth 🇭🇹👑🦖

Helping Government Stay Secure | Risk Management • Vulnerability Closure • Cloud & IAM

[Joopvdclips.eth 🇭🇹👑🦖 @JoopvdClips]

True meaning of democracy!

[Joopvdclips.eth 🇭🇹👑🦖 @JoopvdClips]

@SymoneBeez

[Joopvdclips.eth 🇭🇹👑🦖 @JoopvdClips]

@kevinxu @michaelsikand @KawzInvests

[Shay Boloor @StockSavvyShay]

The U.S. House passes the roughly $1.2T National Defense Authorization Act authorizing nearly 30% more defense spending.

$PLTR, $RKLB, $SPCX, $AVAV, $KTOS, $ONDS, $ASTS, $PL

[Joopvdclips.eth 🇭🇹👑🦖 @JoopvdClips]

#CIEN, #MU, #U, #ALAB, #NVDA

[Gavin Baker @GavinSBaker]

Risk/reward seems attractive again.

Lots of cheap stocks with durable competitive advantages that are going to crush numbers for the next 6-12 quarters.

Time will tell!

[Venu @Venu_7_]

While the market is pulling back, always pay attention to relative strength. Quite a few names continue to show impressive resilience.

$SNOW $RDDT $ATEX $FTNT $OKTA $TWLO $HNGE $ATEN $FROG $LLY $RBRK $HOOD $SE $NET $MDB $DDOG $NAVN $PANW $CRWD $ANET $CHYM $IBM $OSCR $ASTH $HIMS $VSCO $PENG

[Zack Korman @ZackKorman]

I don’t care if “our enemies” get access to some super hacker AI. Just assume they have it and plan accordingly.

I’m far more worried about AI being controlled by a small number of trillion dollar companies that decide who gets access and what you’re allowed to do.

[James Cole @12monkeysfyi]

Friday wasn't a jobs reaction. It was a synchronized AI-capex repricing.

SPY: -2.92%. QQQ: -5.44%. AI chips (SMH): -9.75%. BTC ETF (IBIT): -4.08%. Gold: -3.49%.

Bonds barely budged (TLT: -0.51%).

No hedge worked. That's the signal. The same risk-off machine just drove a 13-session, $4.4B record outflow from spot BTC ETFs. AUM dropped from $104B to $80B.

BTC is no longer a portfolio hedge. It's a high-beta AI proxy.

[Michael Saylor @saylor]

Capital markets are funding the AI buildout at historic scale: ~$400B over 6 months. Bitcoin ETFs have seen ~$4B of outflows since May 14, pressuring $BTC. This is a capital rotation, not a Bitcoin impairment. Volatility creates opportunity.

[Options selling with Christian @optionscjp]

Stock dips I’m looking to buy tomorrow if we get these prices

$OKLO below $60
$AMZN below $250
$META below $600
$MSFT below $410
$NOK below $16
$CRM below $180
$QCOM below $230
$RKLB below $100
$KRKNF below $5
$IREN below $60
$CRWV below $100
$NBIS below $225
$AVGO below $400
$PANW below $220
$HOOD below $75
$XE below $25
$ONDS below $10
$EOSE below $7
$TE below $8
$NOW below $75

[METR @METR_Evals]

We estimate that Claude Opus 4.6 has a 50%-time-horizon of around 14.5 hours (95% CI of 6 hrs to 98 hrs) on software tasks. While this is the highest point estimate we’ve reported, this measurement is extremely noisy because our current task suite is nearly saturated.

[Joopvdclips.eth 🇭🇹👑🦖 @JoopvdClips]

@SymoneBeez Congratz. 💜💜💜💜👑👑👑🙌🏾🙌🏾🙌🏾🕊️🕊️🕊️

[Joopvdclips.eth 🇭🇹👑🦖 @JoopvdClips]

@djvlad 🧊🧊🧊

[Prof @TheProfInvestor]

$INTC $DELL $MRVL $MU $AMD $TSEM all ran hard and people are getting carried away thinking semis are done,

There's a twist, there are stocks that nobody is talking about.

Going to share 10 stocks which still have plenty more to go from current levels.

1. They are making New all time highs or
2. They are making Multi year highs

In either case- the verdict is Bullish

Take the long weekend and study them.
Prep for them.
And watch for entries.

So save this one everyone

$ALAB
$CRDO
$NVTS
$QCOM

[The Assembly @InTheAssembly]

Jensen Huang, CEO of Nvidia, is telling you where to invest in 2026.

He has personally directed Nvidia's capital into 8 specific companies for a combined total of over $45 BILLION.

This is where the most important company in the AI economy is putting its money.

Here’s the full list:

OpenAI: $30 billion

The largest commitment of the 8. Nvidia is funding the buildout of OpenAI's compute infrastructure from the inside. OpenAI is also Nvidia's single largest customer.

GLW Corning: $3.2 billion
Optical glass and fiber to physically connect AI clusters. You cannot move data between millions of GPUs without it.

IREN: $2.1 billion
AI cloud provider with one of the deepest power positions in North America.

MRVL Marvell: $2 billion
Custom networking chips that move data between GPUs at massive scale.

LITE Lumentum: $2 billion
Lasers and optical components for the fiber backbone of every AI data center.

COHR Coherent: $2 billion
Fiber optic transceivers that connect GPU clusters inside data centers.

CRWV CoreWeave: $2 billion
GPU-as-a-service provider. Nvidia's largest cloud customer outside the hyperscalers.

NBIS Nebius: $2 billion
AI cloud infrastructure company. Quietly building hyperscale GPU capacity for the AI labs.

Whatever Nvidia is buying is where the money is going next.

At The Assembly, we’re a team of 8 with one goal: help you find the right stocks early.

Turn notifications on so you don’t miss our alerts. This is VERY important.

If you’re not following us yet, you will regret it later.

[Venu @Venu_7_]

Coming into this year, I own 5 semiconductor names which made up around 55% of my portfolio - most of them bought 3-6 months ago.

All of them:
- broke out of big bases with heavy accumulation
- respected the 21-day SMA during the uptrend
- Strong Earnings beat and Guidance

I’m still holding all of them.

Positioning early, holding through pullbacks, and focusing on the bigger picture is how I approach the market.

All these names were backed by strong research, fundamentals, and technicals.

Focusing on the bigger picture is my advice.

$MRVL $ARM $MU $NBIS $TXN

[Joopvdclips.eth 🇭🇹👑🦖 @JoopvdClips]

@SymoneBeez Beez stil need that investment advice you always have early allocation on things can we chip in? Please!

[Joopvdclips.eth 🇭🇹👑🦖 @JoopvdClips]

These niggaz are measurin there dick size in millimeters.. 👀 #iceman

[amit @amitisinvesting]

$MU

$818 to $668

who’s buying the dip?

[Dan Bilzerian @DanBilzerian]

Why are jews obsessed with pretending to be victims?

[Joopvdclips.eth 🇭🇹👑🦖 @JoopvdClips]

Beep beep baby…