joshtion

Rinse and repeat

[The Long Investor @TheLongInvest]

Let me be clear

Make as MUCH as you can between now and September

[Tuki @TukiFromKL]

🚨do you understand what just happened..

Trump sued his own IRS for $10 billion over leaked tax returns.. then settled with his own DOJ.. and the settlement created a $1.776 billion taxpayer-funded fund to compensate his political allies

the president filed the lawsuit.. the president's DOJ settled it.. the president's allies collect the money.. and you're paying for it

the fund covers Jan 6th defendants.. Mar-a-Lago raid claims.. the Russia investigation.. anyone who says they were a victim of "lawfare" can file a claim and get a check

they named it the "Anti-Weaponization Fund".. and made the number $1.776 billion.. they even made the corruption patriotic

in 1974 Nixon resigned for using government agencies against political enemies.. in 2026 the government is cutting checks to political allies and calling it justice

[Nav Toor @heynavtoor]

THAT’S WHY AIRLINES HATE CLAUDE.

Flight showing $889.
I paid $229.

No points. No VPN. No “secret” travel guru.

Claude turned my laptop into a flight‑hunting machine.

Here are 10 prompts that find cheaper tickets, safer policies, and better routes in minutes (Save this).

[JaguarAnalytics @JaguarAnalytics]

Hidden Angles -- May 11

https://t.co/RhQv0G1WSC

[Hamid @hamids]

Sometimes people forget that the valuation of companies should be largely tied to their revenues and profits, and future potential. Not their historical price charts.

If you didn't have a price chart history, which of these companies look undervalued and which appear overvalued to you?

Pick which number(s) are under or over-valued.

I'll reveal the companies in a subsequent post in an hour.

[Shay Boloor @StockSavvyShay]

$OUST expanded its $NVDA partnership to bring Rev8 digital lidar integrations across the Nvidia Jetson platform.

Ouster is giving robots better “eyes” with color-aware 3D sensing helping them see, map and understand the physical world in real time.

[Sandeep Anand @SanCompounding]

Why Leopold Aschenbrenner is betting big on these 6 stocks ?? :

1. $LITE (Lumentum)
Core product: EML lasers, OCS (Optical Circuit Switches), CPO lasers

$LITE Thesis: order book is SOLD OUT through 2028

→ $2B Nvidia investment + purchasing deal
→ OCS backlog >$400M, 150% CAGR to 2028
→ CPO: new multi-hundred-million $ order just landed

2. $COHR (Coherent)
Core product: 800G/1.6T transceivers, InP lasers, OCS, CPO

$COHR book-to-bill just hit 4x. Demand is obliterating supply.
→ $2B Nvidia deal for U.S. optics manufacturing
→ 10+ OCS customers, CPO mega-order just received
→ Supports SiPh, InP & VCSEL — hedged for types of Hyperscalers

3. $CRWV (CoreWeave)
Core product: GPU cloud for AI workloads (Nvidia H100/B200 clusters)

$CRWV just locked in a $21B deal with Meta through 2032.

→ 850MW active today → 1.7GW by end of 2026
→ $66.8B total backlog
→ First Nvidia Vera Rubin deployments included

4. $CORZ (Core Scientific)

Core product: AI/HPC data center hosting (high-density colocation)

$CORZ went from Bitcoin miner → AI infrastructure landlord.
→ 590MW contracted with $CRWV = $10B+ over 12 years
→ $2B in infra installed across 4 sites in 2025
→ $CRWV acquisition pending ($9B deal)

5. $APLD (Applied Digital)
Core product: AI data center campuses (long-term leases)

$APLD has $16B in contracted lease revenue across 600MW.
→ $11B, 15-yr deal with $CRWV (Polaris Forge 1)
→ $5B, 15-yr deal with undisclosed hyperscaler (Polaris Forge 2)
→ Revenue up 250% YoY last quarter

6. $BE (Bloom Energy)
Core product: Solid Oxide Fuel Cells (SOFCs) — behind-the-meter power for AI data centers, deployable in 90 days vs years for grid connections

Latest deals:
∙Oracle agreed to purchase up to 2.8GW of fuel-cell power from Bloom to supply AI data centers, with 1.2GW already contracted
∙$5B strategic partnership with Brookfield Asset Management to deploy SOFCs for AI infrastructure globally
∙$7.65B in data center contracts secured in a single 90-day window in early 2026
∙Total backlog ~$20B, up 65% YoY. Product backlog ~$6B, up 140% YoY.
📈2026 revenue guidance: 50%+ growth
∙Recently delivered a hyperscale AI factory order in 55 days against a 90-day commitment .

[Stock Talk @stocktalkweekly]

If you're tired of seeing bots whenever you search a stock ticker, try this:

$TICKER min_faves:5

You're welcome.

[The Batman Saga News @TheBatmanSagaNW]

Robert Pattinson says putting on the Batsuit changes how people react to him on set of ‘THE BATMAN’

“The second you put that suit on, it’s funny, people can’t help but respond to you in a certain way. Even crew members, they see you turn up to work and then when you put the suit on everyone’s a little bit more frightened of you. Everyone kind of stays out of the way like, I mean it’s kind of, it’s amazing.”

(via @voguemagazine)

[Pop Base @PopBase]

Zohran Mamdani walked 6 miles home last night from the New York City Hall to round out his first 100 days in office.

[M. V. Cunha @mvcinvesting]

Arete Research raised its Price Target on $NBIS from $211 to $291 and keeps a Buy rating.

That implies 169% upside.

[Brian Krassenstein @krassenstein]

If you are in the US military please watch this before this evening.

PLEASE REFUSE ILLEGAL ORDERS.

[Historic Vids @historyinmemes]

The rarest thing to happen in the universe isn't a star or a black hole... It's YOU.

[Special Situations 🌐 Research Newsletter (Jay) @SpecialSitsNews]

French ship successfully crosses the Strait of Hormuz with permission from Iran

[Ara @lefilmara]

Paul dano was at The Drama premiere to support Rob.

[Mr. Sausage @MrSausageGet]

Is @elonmusk still pretending the war is not happening?

[le.hl @0xleegenz]

People who moved abroad alone in their 20s, handled all docs, bank account, visa, tax, jobs, accomadation, and culture difference

These people fear nothing anymore

[Special Situations 🌐 Research Newsletter (Jay) @SpecialSitsNews]

Hormuz traffic improving...

[Cumulus @Cumuluscoffee]

"This is damn good coffee." — Howard Schultz, founder & chairman emeritus, Starbucks. Don't take our word for it.