mkt

Movement without motion

[Sunil Gurjar, CFTe @sunilgurjar01]

22 TECHNICAL ANALYSIS TOPICS YOU NEED TO LEARN.📊🎯

Bookmark it.👇🔖

1. Fibonacci Retracements
2.Breakouts
3.Reversal
4.Elliott Wave
5.Fair Value Gap
6.Candlesticks
7.Heikin Ashli
8.Moon Phases
9.Renko
10.Harmonic Patterns
11. Support and resistance
12.Dynamic Support and resistance
13.Trend lines
14.Gann Angles
15.Momentum Indicators
16.Oscillators
17.Divergence
18.Volume
19. Supply &Demand
20. Market Structure
21.BOS
22.CHOCH

#trading

[Riley Coleman @RileyColemanT]

The stock market has created more millionaires than anything else.

Sadly, 99% of people only know one way to make money from it...

Here are the 8 most profitable ways:

1. Options Trading

[bodila @51bodila]

"Einstein of Wall Street" couldn't afford a seat on the exchange - now he trade $1 billion daily for over 40 years and survived 5 global crashes

he just revealed the 5 rules that 80% of traders break every day

"FOMO, hype and hope are not sustainable trading strategies"

twice tried to buy a seat on the exchange - twice someone outbid him - so he leased one and never left

40 years later he watched everyone on the NYSE floor buy Yahoo at $3 - it went to $600 - they all went broke - one man sold in pieces and made $20 million

that's when he learned the rule he still follows today -"nobody ever went broke taking a profit "

bookmark & watch today ↓

[KingMaker$Enterprises @KingMakerIQ]

(Source: rnfinancials)
📸

[Bilaal- BD investing @bdinvestingg]

Key stocks in the data centre server value chain. Ai can’t run without them

$AMD — CPU compute for AI training and inference

$MU — HBM memory; feeds data to GPUs at speed.

$SNDK — NAND flash storage for datasets and model checkpoints.

$ANET — High-speed ethernet switching between servers and GPUs.

$MRVL — Makes chips that move data fast inside AI data centers.

$MXL — Makes chips that connect broadband, fiber, and wireless internet equipment.

$CRDO — Makes cables and chips that link AI servers together cheaply.

[Justin Banks @RealJGBanks]

PHOTONICS COULD RUN AGAIN THIS WEEK.

$JBL reports earnings Weds.

Do NOT Miss this one. This can send the whole sector.

Watch:

Networking
$AAOI $CRDO $MRVL $ANET $CIEN $INFN $AVGO $CSCO

Components
$LITE $COHR $MTSI $POET $IPGP $LASR

Infrastructure
$JBL $FN $CLS $TTMI $ALAB $VIAV

Materials
$GLW $AXTI $LWLG $LPTH

Packaging
$AEHR $ONTO $AMKR

Foundries
$TSM $GFS $INTC

[InvestmentGuru @InvestmentGuru_]

QUANTUM looks interesting at this point.

$IONQ → Trapped-ion leader. Best-in-class qubit fidelity. Customers include Airbus, AstraZeneca, Hyundai. 256-qubit demo targeted 2026. The institutional-grade pure-play.

$RGTI → Superconducting quantum systems. Highest beta in the sector. When quantum runs, $RGTI moves violently. Active momentum name right now.

$QBTS → D-Wave Quantum. Annealing-based architecture. Most commercially de-risked pure-play — already generating optimization revenue with real enterprise clients.

$QUBT → Photonic + room-temperature quantum. Q1 2026 revenue up from $39K → $3.7M YoY. Acquired Luminar Semiconductor for $110M. Vertically integrated photonics + quantum platform taking shape. Executing quietly.

$INFQ → Neutral-atom quantum + sensing. One of the least-covered names in the sector. Neutral-atom architecture is gaining credibility as a scalable path to fault tolerance. Early but worth watching.

$ARQQ → Quantum encryption and post-quantum cybersecurity. The national security angle. As quantum breaks classical encryption — this becomes critical infrastructure.

$LAES → Quantum-resistant cybersecurity chips. Hardware-level protection against quantum decryption. Defense + enterprise security tailwind.

[Shay Boloor @StockSavvyShay]

KEY LEVELS TO WATCH FOR POPULAR STOCKS

• Bullish: $AMD, $MU, $NBIS, $AEHR, $CIFR, $RKLB, $IONQ, $IREN, $AAOI
• Hold: $NVDA, $TSLA, $AVGO, $HOOD, $ONDS, $ASTS, $HIMS
• Bearish: $PLTR, $OKLO, $OPEN, $SOFI

[Equity investor @equitydd]

Low PEG ratio can signal the rare combination of strong earnings growth and reasonable valuation, making these stocks worth watching as potential leaders in the next market uptrend.

$MU $LITE $HPE $STX $MXL $DELL $BE $SIMO $CLS $AMD $CRDO $TSM $AAON $VIAV $SANM $TER $STRL

This list highlights companies where expected EPS growth is outpacing current valuation multiples, with PEG ratios below 1.

[Rosanna Prestia, MBA @RosannaInvests]

🚨Everyone is still buying the chips. The bottleneck already moved.

A GPU that computes in nanoseconds and waits microseconds for data is a stranded asset. At 1.6T speeds, copper runs out of physics. The constraint on AI is no longer how fast you can think. It's how fast you can move what you thought.

Jensen has now said it twice in three months.

At GTC in March: "Is copper going to still be important? The answer is yes... Are you going to scale up optical? Yes. Are you going to scale out optical? Yes... We need a lot more capacity for copper. We need a lot more capacity for optics. We need a lot more capacity for CPO."

Last week at Computex, on Marvell's stage: "Optics where you must, copper where you can." Then he called Marvell the next trillion-dollar company and the optical complex repriced within days. The same keynote put a date on the handoff: 200G per lane is the last generation where copper is sufficient. After that, optics takes the rack.

Translation: not copper OR light. Copper now, light next, unprecedented amounts of both. 🔥

The chain is unavoidable: AI tokens are profitable → more GPUs → more bandwidth → copper hits its wall → photonics becomes the chokepoint.

And the smart money stopped debating. Follow the closed deals:

→ $NVDA has committed at least $6.5B to photonics in three months: $2B into Lumentum, $2B into Coherent, a $500M stake in Corning, and a piece of Ayar Labs' $500M round. Direct investments to secure its own light supply.
→ $MRVL paid $3.25B for Celestial AI, up to $5.5B with milestones, to build what its CEO calls a silicon photonics powerhouse.
→ $CRDO closed DustPhotonics two weeks ago. Ciena bought CPO startup Nubis for $270M.

North of $10B of strategic capital locked up one supply chain in under a year. Capital like that doesn't chase a theme. It secures a bottleneck.

LAYER 1: WAFER. Every laser starts as a crystal.
🟠 $AXTI: the InP substrate leader. The first chokepoint in the stack.
🟡 $IQE: compound-semi epiwafers feeding the laser makers. Speculative, but structurally upstream.

LAYER 2: LIGHT. Photons don't make themselves.
🟠 $LITE: revenue +90% YoY last quarter to $808M. EML shipments doubled and management says demand still exceeds supply across EMLs, pump lasers, and transceivers. NVIDIA just wired them $2B. OCS backlog past $400M plus a multi-hundred-million CPO order for 2027.
🟢 $SIVEF (Stockholm: SIVE): the external light source. CPO does not emit its own light. Every optical engine needs a continuous-wave InP laser feeding it, and that is the layer you cannot engineer around. ELS modules with POET hit production readiness end of this year. Disclosure: long.
🟣 $POET: the optical engine wildcard. Its Optical Interposer pairs with Sivers' lasers on external light sources for CPO, with a LITEON module deal stacked on top. Binary commercialization, real architecture.

LAYER 3: OPTICS AND MODULES. Where light meets the rack.
🟠 $COHR: the volume anchor in transceivers, holding NVIDIA's other $2B check.
🔵 $AAOI: Q1 revenue +51% to a record $151M, datacenter revenue more than doubled, $124M of 800G orders plus a $200M+ 1.6T order in hand. Scaling Texas capacity toward 500K+ units a month by year-end, targeting $1B+ revenue this year. Domestic supply while everyone fights over offshore. Disclosure: long.
🟠 $FN: the foundry of optics. When Fabrinet is building, the orders already exist.

THE INTERCONNECT: the layer the rack cannot route around.
🔵 $CRDO: just closed DustPhotonics. SerDes → DSP → silicon photonics → system integration, one company, 800G through 3.2T. Electrical AND optical, end to end. FY26 revenue tripled to $1.34B at 68% gross margin. The toll booth on both roads. Disclosure: long.
🟠 $MRVL: $3.25B for Celestial AI, and Jensen's trillion-dollar nod on the Computex stage.
🟠 $AVGO: switch silicon, optical DSPs, CPO engines. They define the socket.
🟠 $ANET: the AI spine. 100K-GPU clusters get stitched together in light.

LAYER 4: PACKAGING, FIBER, FOUNDRY. Where photons get industrialized.
🔵 $TSEM: the neutral silicon photonics foundry. Prints wafers for whoever wins.
🟣 $LPKF: glass-substrate packaging for glass-based CPO. Real technology, binary commercialization.
🟠 $GLW: AI racks demand several times the fiber density of legacy cloud, and NVIDIA just took a $500M stake. Corning sells density.

LAYER 5: TEST AND THE ANALOG UNDERLAYER. Complexity is a tax paid in validation.
🔵 $AEHR: silicon photonics test, ramping with the cycle. '
🔵 $VIAV: every 800G and 1.6T transceiver gets validated before it ships. The gate the market prices like an accessory.
🔵 $SMTC: the drivers and TIAs that fire the lasers. Sits directly under the LPO trade.
🔵 $MTSI: the high-speed analog behind 1.6T engines.
🟠 $CIEN: transport. Even long-haul is buying light.

💡The counter-thesis, because every map needs one. The honest debate on this stack is whether these are genuine bottleneck assets or cyclical optics suppliers enjoying peak demand at peak multiples. Lumentum's May print showed +90% growth with the stock up roughly 1,400% over the prior year at a triple-digit trailing multiple. That is a price for perfection. Most of these names live or die on a handful of hyperscaler capex lines, and one digestion quarter hits the whole stack at once. CPO timing has already slipped once. Architecture risk is real: LPO, CPO, and stretched copper are still fighting for the same sockets. The cycle is real. So is the gravity. 🔥

But the bears have to explain one thing: $NVDA, $MRVL, $CRDO, and $CIEN just spent over $10B securing this supply chain with their own balance sheets. The people with the best information are paying up for the layers.

The market owns the top of this stack. The asymmetry is at the edges: wafer, light, packaging, test.

Own the layers, not the logo.

Bookmark this for the weekend. Then tag the one investor you know who's still all compute and no interconnect. 👀

[Ethan Walker @MajidTulsh32058]

🚀 AI SUPER CYCLE STACK

Most traders want to know where to START. Here’s a solid starting point to watch for the next pullback opportunity across key AI-driven sectors:

MEMORY
$MU – Micron
$SNDK – SanDisk
$AMAT – Applied Materials
$AEHR – AEHR Test Systems
COMPUTE
$NVDA – NVIDIA
$AMD – Advanced Micro Devices
$ARM – ARM Holdings
$INTC – Intel
$NBIS – NetBrain Technologies
NETWORKING
$ANET – Arista Networks
$AVGO – Broadcom
$MRVL – Marvell Technology
$CRDO – Cerdo Networks
OPTICS
$AAOI – Applied Optoelectronics
$NVTS – NovaVision
$ALAB – Akoustis
$GLW – Corning
$TTMI – TT Electronics
INFRASTRUCTURE
$DELL – Dell Technologies
$IREN – Iren S.p.A.
$CORZ – Corez Systems
$CIFR – Cipher AI
SOFTWARE
$MSFT – Microsoft
$NOW – ServiceNow
$CRM – Salesforce
$SNOW – Snowflake
$MDB – MongoDB
DEFENSE / AI SECURITY
$PLTR – Palantir
$AVAV – AeroVironment
$KTOS – Kratos Defense
$ONDS – Onyx Defense
$RCAT – ReactAI
$DPRO – DronePro
$UMAC – UMAC Robotics
$SWMR – Swarm AI
ROBOTICS
$OUST – Ouster
$TSLA – Tesla
$SYM – Symbotic
POWER / ENERGY
$BE – Bloom Energy
$TE – TE Connectivity
SPACE / AEROSPACE
$ASTS – AST SpaceMobile
$RKLB – Rocket Lab
$RDW – Redwire
$LUNR – Lunar Energy
$PL – Planet Labs

[Michael | Hypermarkets @itsmichaelluu]

When $SPY crashes 10%-20% this summer, everything will be on sale.

Add these 16 stocks for the reversal of a lifetime:

1. $NOW — AI automates every enterprise workflow at scale
Buy zone: $85–$100 | Near 52-week lows, massive AI re-rating

2. $BE — Fuel cells powering AI data centers off the grid
Buy zone: $200–$220 | $ORCL deal de-risks demand story

3. $ASTS — Satellite broadband direct to your phone, globally
Buy zone: $65–$70 | Post-earnings flush, thesis intact

4. $GOOG — Gemini + TPUs + Search = AI moat unmatched
Buy zone: $300–$320 | Key support, 52-week low area

5. $LITE — Optical switches are the nervous system of AI
Buy zone: $600–$700 | Pulled back from $1,000+, still growing 85% YoY

6. $MU — HBM memory is the oxygen inside every AI server
Buy zone: $700–$750 | Key support after Broadcom-induced selloff

7. $SNDK — NAND flash storage exploding on AI inference demand
Buy zone: $1,100–$1,200 | Bull flag on the weekly chart

8. $TE — Data center power infrastructure, critical AI backbone
Buy zone: $6–$7 | Oversold, government energy tailwinds building

9. $RKLB — Launch provider + space systems for AI-connected satellites
Buy zone: $80–$90 | Pulled back hard, $816M SDA contract intact

10. $AAOI — 800G transceivers shipping to hyperscalers at scale
Buy zone: $120–$130 | Volatile beta, best entry on deep dips

11. $NVDA — Designs the GPUs that run every AI model on earth
Buy zone: $165–$175 | 52-week support zone, Jensen demand still intact

12. $ONDS — Drones + autonomous rail powering AI-enabled defense
Buy zone: $7–$8 | Near prior base breakout level

13. $IONQ — Trapped-ion quantum computers for post-classical AI computing
Buy zone: $27–$40 | 52-week range low, government funding tailwind

14. $AMD — EPYC + MI300X chipping away at NVDA's AI market share
Buy zone: $350–$360 | Key technical support from prior consolidation

15. $ARM — Architecture inside every AI chip ever designed
Buy zone: $220–$240 | Pulled back from highs, royalty model scales forever

16. $ORCL — Cloud infra + AI database layer for the enterprise
Buy zone: $130–$140 | Near 52-week lows pre-earnings catalyst

Remember, when $SPY sells off, you should the strong companies and hold for a massive move back towards $820+ by year end.

♻️ RESHARE this post and write 1 comment, I'll DM you my $SPY contract I'm getting for 1000% winner

[Bilaal- BD investing @bdinvestingg]

2026 is the year of Optical/photonics picks-and-shovels

$AAOI — Small optical transceiver maker, lumpy revenue, high AI upside risk

$AVGO — Custom AI chip (XPU) king, networking dominance, premium valuation justified

$LITE — Optical components giant, datacenter + telecom exposure, margin recovery in progress

$CRDO — High-speed connectivity chips, hypergrowth but tiny, valuation prices perfection already

$ALAB — Optical networking silicon, AVGO rival, early-stage with massive TAM ambitions

$GLW — Legacy glass/fiber giant, AI infrastructure tailwind, slow-moving but cash-generative

$COHR — Diversified photonics/lasers, integration mess post-merger, AI upside obscured by noise

$AEHR — Wafer-level burn-in tester, SiC EV thesis stalled, pivoting to GaN/AI

[Value Investing Edge @StonkValue]

The Photonics Trade Is Heating Up Again:

$ALMU: +21.59%
$AAOI: +17.20%
$POET: +12.90%
$OPTX: +8.64%
$MRVL: +7.00%
$AXTI: +6.16%
$LITE: +5.88%
$AMKR: +4.57%
$TSM: +4.21%
$AVGO: +2.96%

Performance today! Incredible.

[Michael | Hypermarkets @itsmichaelluu]

In 1 year, $NBIS blew up 10x from $20 → $270.

Recently, Leopold owns 6% stake in it.

These 6 stocks under $30 can easily 10x:

1. $CIFR ~$23
$AMZN + $GOOG 15-year leases. $9.3B contracted. Analyst target: $70

2. $WULF ~$27
Google-backed Fluidstack deal. 1GW+ capacity. Analyst target: $80

3. $CORZ ~$28
CoreWea's landlord. $3.3B raised. 12-year $10B deal. Analyst target: $60

4. $BTDR ~$13
170% revenue growth. Owns its own AI chips. Analyst target: $50

5. $KEEL ~$6
Leopold accumulating. First colo deal Q3 2026 expected. Analyst target: $18

6. $HIVE ~$4
$30M AI cloud contracts signed. Liquid-cooled GPU clusters. Analyst target: $16

$NBIS $CRWV $IREN are Neocloud companies with deals with $MSFT $NVDA $GOOG $AMZN. They are providing compute to everyone.

♻️ RESHARE this post and write 1 comment, the best under $10 to buy and hold.

[Ethan Walker @MajidTulsh32058]

🚀 The Leading Stocks of 2026
Market leaders aren't always the biggest names — they're the companies delivering the strongest returns.

🏆 Top Performers:
$SNDK +593%
$MU +229%
$DELL +228%
$BE +215%
$ARM +213%
$STX +212%
$WDC +200%
$NBIS +166%
$FLEX +145%
$CIEN +140%
⚡ Next-Gen Leaders:
$MXL +421%
$AAOI +336%
$ICHR +273%
$DOCN +221%
$AMBQ +167%
$PL +158%
$SEDG +154%
$BLDP +145%
$AMPX +140%
🔥 Speculative Leaders:
$AXTI +500%
$RXT +428%
$SATL +390%
$AEHR +339%
$HYLN +274%
$NVTS +255%
$SPIR +199%
$PURR +183%
$MRAM +179%
$UMAC +143%
$USAR +128%
The biggest lesson?
Follow strength.
Follow momentum.
Follow innovation.
The market rewards leaders long before everyone else notices. 📈
$AI $Tech $GrowthStocks $Investing $StockMarket

[Danny Naz @ThePupOfWallSt]

Made a nice graphic for the US Drone National Security Priority.

Love @Speculator_io's work.

Bookmark if you like.
Share if you love.

Make sure to follow Lin for more!