Aki Flops

[𝗰𝘆𝗰𝗹𝗼𝗽 @nobrainflip]

Buy 500 days before halving

Sell 500 days after halving

Thank me later

[Jensen Huang Tracker @HuangTracker]

Jensen Huang just called nuclear energy "wonderful" for AI.

The market rewarded companies that build AI.

The next wave of wealth? Companies that power it.

Stocks to watch:
$CEG - nuclear operator, PPAs with Microsoft & Meta
$GEV - grid infra for AI data centers
$SMR - only NRC-certified small modular reactor
$OKLO - Sam Altman-backed micro-reactors
$CCJ - world's top uranium miner

Every time Jensen talks, I break it down here.

Follow so you don't miss it.

[AdiiX @adiix_official]

AMD CEO Lisa Su just killed Nvidia’s $4,000 AI box with a $1,499 lunchbox.

She walked on stage, held it in one hand, and ran a 235 billion parameter model live. No data center. No cloud. No rented GPU.

The chip inside is something nobody saw coming. AMD’s Ryzen AI Max+ 395 is the first x86 silicon where CPU and GPU share the same 128GB of memory. That single trick lets a desktop run models that used to need a server rack.

Out of those 128GB, Linux hands the GPU 110GB to play with. For context, an RTX 5090 gives you 32GB. A 4090 gives you 24. This box gives you more than three times either of them, in a chassis the size of a thick paperback.

The benchmark that broke the room: this chip beat an Nvidia RTX 5080 by more than 3x on DeepSeek R1 inference. A $1,499 lunchbox outrunning a $1,000 discrete graphics card on a real AI workload. Nvidia spent a decade convincing the world you needed their hardware for serious AI. AMD just put that on a desk for half the price.

Here is what nobody is telling you. A heavy AI user right now pays $200 for Claude Code Max, $200 for ChatGPT Pro, $20 for Cursor, $20 for Gemini. That is $5,280 a year leaving your account. The box pays itself off in 9 months and then runs free for the rest of its life.

Install Ollama. Pull Qwen3 235B. Point Claude Code at localhost. Same interface you already use, except now nothing leaves your machine, nothing costs per request, and no company throttles your usage at 3am when you finally have time to build.

This is the moment every AI subscription becomes optional. Lawyers stop fearing OpenAI leaks. Developers stop watching the token meter. Founders stop renting H100s for prototypes that never ship because the bill scared them.

The first thousand people to figure this out will own the next two years of private AI consulting.

Save this, and read the full breakdown article below you are watching the next shift hit before everyone else does.

[symbiote @cryptosymbiiote]

This will be biggest SPX crash ever

Three huge IPO in a row

People are selling stocks to join each one and SpaceX confirmed this pattern perfectly

We will go lower and there's nothing you can do about it

[𝗰𝘆𝗰𝗹𝗼𝗽 @nobrainflip]

🚨 THE STOCK MARKET AS YOU KNEW IT JUST ENDED

In 24h SpaceX lists at $1.77 trillion.

Fidelity just cut its SpaceX minimum from $500k to $2k. A 99.6% cut.

Robinhood, SoFi, others: no min.

I've been in markets for a decade. This has never happened before.

So I've spent 10h studying all past IPOs - here's what happens next:

First, understand why this is happening.

For decades Wall Street locked retail out of every major IPO. This week it threw the doors open.

A normal IPO hands retail 5 to 10% of the shares. SpaceX reserved 30%. Triple the standard.

That is not generosity. Someone has to be the buyer.

And here is the part buried in the fine print:

They will let you BUY at $135. They will not let you SELL.

Sell your SpaceX shares in the first 15 days on Fidelity and you are flagged a flipper. Six-month ban. Then a year. Then permanent, tied to your Social Security number. Robinhood locks you for 30.

They drop every barrier to get you IN, then bolt the exit shut behind you.

You do not build a one-way door unless you already know which way the crowd has to run.

Here is what they know that you don't.

An IPO is not the start of the run. It is the exit. The day insiders, employees and early backers turn paper into cash. Someone sits on the other side of that trade. This week they are building that someone out of millions of $2,000 accounts.

History shows you the ending every time.

Truist studied 30 major tech IPOs over 15 years. Every one had a serious drawdown in year one. Median: -54%. Only 43% were green after twelve months.

The names you remember:

Facebook: -54%
Snap: -56%
Uber: -68%
Pinterest: -70%
Robinhood: -90%

Same script. Huge debut. Endless hype. Lockups expire. The early money hands you the bag at the top.

Now price SpaceX into that history.

$1.77 trillion. 94.7x sales. A $4.9 billion loss last year. The doors flung open to the smallest accounts in the market, the exit locked for 15 days.

That is not access. That is distribution at the top.

We have watched this movie before:

2000 dotcom. Insiders rich, retail wrecked.
2021 SPAC mania. Insiders rich, retail wrecked.

Nobody hands you the front of the line for free.

So you have 2 choices in the next 24 hours.

Buy the most expensive listing in market history at the open and pray you are the exception to a 54% median.

Or to make money on it... But almost nobody knows what is the best way.

I have been calling these traps in public for years, while everyone else cheered the ticker.

Btw I am taking this profile private soon, as it's already too big. After that, all info goes to the people already inside.

So better to follow now, when you can...

A lot of people are going to wish they did before June 12.

[CryptoBullet @CryptoBullet1]

$BTC Bear Market Progress: 4 months left ⌛️😌

[𝗰𝘆𝗰𝗹𝗼𝗽 @nobrainflip]

This is how I see $BTC over the next months

June -> flat
July -> mini alt rally during bear
August -> dump to $50K
September -> fake bounce
October -> $40K bottom
November -> real bounce
December -> start of bull market

Bookmark this and come back at the end of the year.

[Killa @KillaXBT]

I am officially swing long on $BTC

Invalidation 31950. Target 160,000.

I will see you in 1-2 years from now.

Let the games begin. 🎲

[Balaji @balajis]

Western civilization has collapsed before.

But a few scholars preserved the ideas that once made Rome great. They made a backup, and it did eventually come all the way back.

It just took one thousand years.

[The Assembly @InTheAssembly]

SpaceX is about to be the largest IPO in human history.

But here’s the catch…

It’s also going to be the trade most retail investors REGRET for the next 5 years.

Here’s why, and the 4 space stocks I’m actually paying attention to instead:

On June 12, SpaceX will list on Nasdaq under the ticker SPCX.

The expected valuation is around $1.75 trillion.

That’s more than twice the previous record IPO, and more than the GDP of all but a handful of countries on earth.

But even if SpaceX doubles from there, your return is 100%.

In the same window, a small cap space stock with the right setup can do 5x or 10x.

The math simply does not work for retail investors hoping for asymmetric returns from a trillion dollar IPO.

You are buying a fully priced, fully discovered, fully institutional name on day one.

The real money in space is not SpaceX.

It’s in the smaller, less-followed public names that will get revalued the moment SpaceX trades.

Here are the 4 I am watching:

VELO Velo3D

3D prints metal parts inside SpaceX's Raptor engines. SpaceX backed them early and was their first customer. The cleanest direct supplier name on the public market.

RDW Redwire Space

The picks and shovels of space infrastructure. Solar arrays, deployable structures, microgravity manufacturing. The stuff every satellite and spacecraft needs.

BKSY BlackSky

Real-time earth observation satellites with major defense and intelligence customer base. Sub-billion-dollar market cap with a Pentagon backlog.

GHM Graham Corporation

Rocket turbopumps through its Barber-Nichols subsidiary. Already supplies multiple US launch players. Nobody is pricing the space exposure inside this name.

Most of these sit between $1 billion and $4 billion market cap.

Meaning even if they 5x to 10x from here, they would still be relatively small businesses.

That’s the power of an asymmetric bet. Either it goes to zero, or it does 5x to 10x over the next few years.

At The Assembly, we are 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 EXTREMELY important.

If you are not following us yet, you will understand later why that was a mistake.

[Justin Banks @RealJGBanks]

Those who listen will become MILLIONAIRES.

Once the AI hardware rotation slows down…
power will still need to grow exponentially.

Here’s the AI Power Super cycle that RETIRES you:

1. Layer 1 Fuel & Natural Gas Supply
(the energy feeding the AI boom)
• $EQT - largest U.S. natural gas producer
• $KMI - gas pipelines + infrastructure
• $WMB - natural gas transport + LNG
• $ET - massive U.S. energy network

2. Layer 2 Onsite / Fast Deploy Power
(the real near-term bottleneck solution)
• $BE - Bloom Energy fuel cells
• $GEV - gas turbines + power systems
• $CAT - backup generators
• $CMI - power generation systems
• $KGS - gas compression + mobile power
• $TE - solar + microgrid exposure

3. Layer 3 Grid & Electrical Infrastructure
(the hidden AI winners)
• $ETN - electrical systems
• $PWR - grid buildout
• $VRT - cooling + power management
• $HUBB - transformers + grid equipment
• $NVT - electrical infrastructure
• $EMR - industrial power systems

4. Layer 4 Nuclear & Long-Term Baseload
(the future AI power source)
• $OKLO - advanced nuclear
• $SMR - small modular reactors
• $NNE - portable microreactors
• $CEG - largest U.S. nuclear fleet
• $VST - nuclear + power generation
• $BWXT - reactor components + services

Here is how it breaks down.
AI models get larger. Data centers get bigger.

Energy demand keeps accelerating.

[Alex Mason 👁△ @AlexMasonCrypto]

🚨 FACT: NEW FED CHAIR = MARKET DUMP

Look at this closely.

Every time a new Fed Chair took over, the market entered a major drawdown:

Yellen: market dumps.

Powell: same story, twice.

This has happened 3 times in a row.

Kevin Warsh is the name everyone is watching.

And almost nobody is pricing this in.

2014 → 2018 → 2022 → 2026

If history repeats again, the next dump won’t be random.

It will be exactly what the chart already warned about.

I’ve been in finance for more than 15 years.

When I EXIT the markets completely, I’ll say it here publicly, like I always do.

Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.

[Nancy Pelosi Stock Tracker ♟ @pelositracker]

Once again, you’re probably overthinking what stocks to buy

[Insiderwave @insiderwave_]

🚨 BREAKING

The Trump administration just signed a letter of intent funding 9 different companies:

Here are the publicly traded ones:

IBM — $IBM ($1B)
GlobalFoundries — $GFS ($375M)
D-Wave — $QBTS ($100M)
Rigetti — $RGTI ($100M)
Quantinuum — subsidiary of Honeywell, $HON ($100M)
Infleqtion - $INFQ ($100M)

private ones(no ticker):

Atom Computing ($100M)
Diraq ($38M)
PsiQuantum ($100M)

More details soon. Turn on notifications.

[Aki Flops @kiflops]

@TaraBull So many broke haters in this comment section who don’t understand it 😂

[NoLimit @NoLimitGains]

🚨 Donald Trump just revealed which stocks he’s buying in 2026

FULL LIST:

VOO
IWB
NOW
NVDA
RSP
ADBE
WDAY
ORCL
MSFT
AVGO
SNPS
CDW
PG
CDNS
TT
TXN
FIS
MSI
ETN
XLI
TDG
AMZN
JBL
COST
AXON
COMT
KRUS
DELL
BA
UBER
IEMG
AAPL
XLK
NVR
SMCI
GOVT
ICE
KLAC
FFIV
AVB
XEL
ARES
WM
EFA
CRM
PNC
DVA
GOOGL
NWSA
WST
HD
CVNA
IEX
NFLX
VTI

TOMORROW, every fund over $100M must legally disclose their Q1 2026 trades to the SEC.

Every major filing will be posted on @InTheAssembly so follow them with notifications.

If you don’t follow them, you will regret it.

[AskLivermore @asklivermore]

If you follow me, you will retire in a few years. I guarantee it.

1. $QCOM
2. $NBIS (up +25% pre-market)
3. $APLD
4. $LUNR
5. $AMD
6. $CRCL
7. $BKSY
8. $BW
9. $IONQ
10. $IREN
11. $NVTS
12. $VELO (up +20% after earnings)
13. $IBRX
14. $JOBY
15. $GH

I buy stocks daily. Never too late, just get started.

This is YOUR year.

[AskLivermore @asklivermore]

This is how you buy stocks that look like $MU, $SNDK, $RKLB, $AMD, $NBIS, $QCOM, $INTC, etc. right now.

I teach you how to buy parabolic stocks the RIGHT way. The most important 3-minutes of your life that make and save millions of dollars:

1. Buy a very small position now. This gets rid of your FOMO and helps psychologically.

2. Buy when stocks reach the daily 62 / 79 EMA & 200 MA (needs to be in a clear uptrend).

3. I became a multi-millionaire because I buy LOW and trim HIGH. I followed these EXACT rules.

4. This is what I teach to my subscribers EVERYDAY. We buy LOW and trim HIGH.

Follow my every move and you will retire in a few years.

[Lin @Speculator_io]

This is the kind of market where you simply buy what the president tells you to:

Chips
$INTC Intel
$NVDA NVIDIA
$AMD AMD
$TSM TSMC

AI Infrastructure
$DELL Dell
$VRT Vertiv
$NBIS Nebius
$CRWV Coreweave
$IREN IREN
$HUT Hut 8

Rare Earths
$USAR USA Rare Earth
$CRML Critical Metals
$TMC The Metals Company

Critical Minerals
$TMQ Trilogy Metals
$UAMY United States Antimony
$MP MP Materials
$LAC Lithium Americas

Quantum
$IONQ IonQ
$QBTS D-Wave Quantum
$RGTI Rigetti

Energy
$BE Bloom Energy
$GEV GE Vernova
$FCEL Fuelcell
$PLUG PlugPower
$VICR Vicor

Memory
$SNDK Sandisk
$MU Micron
$STX Seagate
$WDC Western Digital
$P Everpure
$MRAM Everspin

Space
$RKLB Rocket Lab
$ASTS AST SpaceMobile
$PL Planet Labs
$FLY Firefly Aerospace
$GILT Gilat

Drones
$AVEX Aevex
$ONDS Ondas
$UMAC Unusual Machines

Nuclear
$XE X-energy
$LEU Centrus Energy
$CCJ Cameco
$OKLO Oklo
$UUUU Energy Fuels

AVs & Robotics
$TSLA Tesla
$AMZN Amazon

Batteries
$TE T1 Energy
$ELVA Electrovaya
$FLNC Fluence Energy

Never miss the leading stocks again:
https://t.co/8sdF5htwKA

[The Assembly @InTheAssembly]

Most people are missing the biggest infrastructure buildout in modern history.

It’s not chips.

It’s not models.

It’s the power grid.

Here are the names that will benefit the most: