MARKETSBRO 💸

surfing sentiment, chasing narratives, pretending it’s fundamentals. we all just bros in the market.

[Gym Fiesta @GymFiesta]

20-Min Full Body Shred 💥 5-piece barbell combo. 5 rounds. 5 moves. 5 reps each. Short on time? No excuses. A workout like this will fire up your whole body.

[MARKETSBRO 💸 @MarketsBro]

Future is an original dungeon family member, don’t forget it. https://t.co/Qz8wYghTBx

[CK Capital @CKCapitalxx]

There is a version of $ADEA where they get paid on every memory chip made on earth. Almost nobody is pricing it in.

Adeia owns the foundational patents on hybrid bonding, the chip stacking tech that HBM memory increasingly depends on.

They already have the memory industry licensed, Micron, SK Hynix, Kioxia, SanDisk, over 90% of the DRAM market.

The catch is those are mostly flat fee deals. Adeia gets the same check whether Micron makes a million chips or a billion. They are licensed into the biggest memory boom in history but not paid on the volume of it.

That is what could change. The Micron and SK Hynix licenses are expected to renew around 2027, right as the HBM4 ramp begins.

HBM4 leans on hybrid bonding even harder, so Adeia's IP gets more critical exactly when those contracts hit the table.

If they convert even part of those flat fees into per chip royalties, a tiny fee on every chip produced, the math explodes.

A sliver per chip across billions of chips a year, on a licensing model with almost no cost to serve, drops straight to the bottom line. One conversion could move the whole company.

If it hits, the stock re rates. If it does not, you still own the toll booth on hybrid bonding.

[Madelaine Rascan - Studio Era @madelainerasc]

This is your sign…. to finally try this thing!

-225g cottage cheese (Im using 1% avalon organics)
-2 eggs
-any seasonings you want
bake @ 350 for ~30 mins, or until it's golden brown. You want the golden top, otherwise the inside will still be mushy...

[End3of6Days9 (Helen) 🇺🇸 @end3of6days9]

This woman lost 260 pounds eating in a calorie deficit — and now she’s sharing her high-protein Greek-inspired chicken skewers with homemade tzatziki.

She layers ground chicken with veggies between tortillas, skewers them, air fries them until crispy, and makes a high-protein sauce to go with it. Looks delicious and way better than takeout.

Would you try these?

[Aakash Gupta @aakashgupta]

This guy literally broke down how to use AI and NOT produce slop:

0:00 AI is a test
3:53 The 5am presentation
5:10 Never click "enhance"
6:19 Inventory before prompting
7:27 Dumping transcripts in
12:14 Matrix multiplication trick
13:50 Slides first, script second
15:08 Claude, the eager junior
17:04 "Stop suggesting next steps"
17:36 200 iterations beat one
17:53 Slop = micro hallucinations
18:44 Don't microwave output
19:02 The biology metaphor
20:20 Hide your real goal
22:05 When AI asks back
23:21 The game night rule
24:41 Layer complexity slowly
26:08 Reveal purpose last
27:29 Stress test the model
31:57 The unicorn name mistake
33:35 Claude confesses its weakness
38:48 Executives smell slop
40:56 The full weekly stack
43:05 The Slack scanner
45:06 The doc auditing bot

[Gaetano @crux_capital_]

John Bowers talking about Bell Labs ties directly into my $NOK thesis

He said that Bell Labs worked because it had the experts for an entire network transition under one roof.

When the world shifted from microwave transmission to optical networks, Bell Labs had the fibers, lasers, modulators, detectors, electronics, and system people close enough to move fast.

That is why Bell Labs was so imporatnt.

It was built for architecture shifts.

AI has created another one.

"The data center is becoming a machine".

The network is becoming part of that machine.

That is why Nokia owning Bell Labs is a massive differentiator and call option.

Scroll to 10:09 if you want to hear some Bell Labs commentary

[Gaetano @crux_capital_]

https://t.co/72CayCkH19

[Bruce Tech & Invests @JoachimMolina]

I'll only say it once.This might be the fastest way to accumulate $3 million by the end of 2026:
$SPCX (SpaceX) → $196 Must buy
$PLAB (Photronics) → $26 Must buy
$MXL (MaxLinear) → $78 Must buy
$VIAV (Viavi Solutions) → $48 Must buy
$ICHR (Ichor Holdings) → $82 Must buy
$CAMT (Camtek) → $182 Must buy
$FORM (FormFactor) → $138 Must buy

I often get asked why I don't turn this into paid content, but for me, sharing stock information is just a hobby.
I'm not financially struggling, so I choose to share it for free.

NFA

[DrakeAligned @DrakeAligned]

🎬 NEW DRAKE X KEVIN DURANT NIKE AD

🗓️ PURPLE CANDIES DROP 6.17

[EJ | 🌊🌊 | Knicks 26’ Champs 🗽🏆 @Keyztothecity__]

LMFAOOOOOOOOOOOOOO THIS KNICKS SHIT FUNNY

[Gublo🇨🇦 @Gubloinvestor]

I have $NOK price target of $20 since it was $10 few weeks ago.

Here is why i think $NOK has chances of achieving it sooner than most people think.

1. The AI & Cloud Infrastructure Inflection.

The most critical driver of Nokia’s multi-year breakout is its rapid adoption within data centers and hyperscaler networks.

Explosive Growth

In Q1 2026, Nokia's AI & Cloud segment revenue grew 49% year-over-year, now making up roughly 8% of total group sales.

Massive Order Backlog

Nokia booked €1 billion in AI & Cloud orders in a single quarter against €350 million in realized revenue (a book-to-bill ratio of nearly 3x). This builds a massive backlog and offers immense revenue visibility stretching well into 2027.

Hyperscaler CapEx Super-Cycle

Global hyperscaler CapEx projections for 2026 have been massively upwardly revised from an initial $540 billion to over $700 billion. Nokia is capturing a direct slice of this capital allocation as cloud giants aggressively scale backend architecture to handle AI workloads

2. Optical and IP Networking Dominance (The Infinera Tailwind)

Nokia’s Network Infrastructure division is benefiting directly from its acquisition of Infinera, establishing a commanding position in optical and next-generation routing.

Infinera Integration

The integration is running ahead of schedule, driving immediate cost and portfolio synergies. Nokia’s Optical Networks segment alone posted 20% organic growth in Q1, driven heavily by demand for 800G pluggable and associated systems.

Vertical Integration as a Moat

Nokia is aggressively scaling its San José Indium Phosphide (InP) semiconductor fab (Fab 2), targeting production starts later in 2026 with full material impact in 2027. This facility expands Nokia's InP capacity by up to 20x. In a supply-constrained environment, owning its own component manufacturing and optical subsystem supply chain gives Nokia a massive competitive advantage over fabless peers.

IP Routing Breakthroughs

Outside of optical, Nokia is landing critical design wins in IP Networks with multi-rail solutions tailored for AI data center fabrics, diversifying its revenue drivers beyond optical hardware.

Nokia has the edge and is making a comeback. I wouldn’t be surprised if $NOK doubles from its current price before the end of the year.

[MARKETSBRO 💸 @MarketsBro]

Do we still believe in $plab ?

[MARKETSBRO 💸 @MarketsBro]

@NingiResearch You guys still alive ? 😂

[MARKETSBRO 💸 @MarketsBro]

@NingiResearch rip guys

[keep6ixsolid @keep6ixsolid]

Was there a meaning behind Drake’s sweater? He was seen in a Lehman Brothers sweater 👀

“Why would Drake wear the logo of the most famous corporate collapse in modern history immediately after Jay-Z and LeBron appeared to line up against him?” - Eric Jackson

[AdiiX @adiix_official]

watched a 20-year-old kid casually explain how he makes $10k/month while sleeping and i’m convinced 99% of people are missing this

the entire setup:

pick a YouTube channel that posts often. drop the link into one tool. plug in your TikTok, Instagram, YouTube Shorts. close the laptop.

from that point on, AI does everything catches every new upload, slices the viral moments, captions them, blasts them across every platform.

> 1M views ≈ $2,000
>zero editing, zero posting, zero stress
> 10 min to set up, runs on autopilot forever

you’re not making content. you’re owning a content factory.

the full step-by-step is in the article below exact tools, exact stack, exact playbook

Save it

[Matt Giannino @MarketMovesMatt]

10 steps to buy your first LEAP correctly:

1. Wait for RSI under 30 on weekly chart.
2. Confirm EMA clouds are still green.
3. Choose QQQ, TQQQ, or SOXL only.
4. Go 360 days to expiration minimum.
5. Pick strike 10% above current price.
6. Size at 5% of total account only.
7. Buy the option. Set alert at 100%.
8. Close the app immediately.
9. Do not check it daily. Trust the system.
10. Hit 100%? Sell half. Let half run.

3 entries a year. Sized correctly.
That is how you turn $5,000 into $50,000.

[MARKETSBRO 💸 @MarketsBro]

@Gubloinvestor $hive.to