michael todd

Husband and Dad living amongst the beautiful ROCKIES.

[InvestmentGuru @InvestmentGuru_]

Invest in leader

$SPCX will lead Space Economy
$NBIS will lead NeoCloud
$IONQ will lead Quantum
$NVDA will lead AI / semiconductor
$MU will lead memory / storage
$OKLO will lead nuclear power

[Michael | Hypermarkets @itsmichaelluu]

2 years ago, I called out $ASTS
at $2. It spiked 6500% to $130+

My target for $SPCX is at least $1000+ in 2027.

Right now, $MU is the most obvious play. Its earnings is on June 24.

I already explained why these still 10x-20x:

$MU — AI memory demand is exploding. HBM supply can't keep up with NVDA.

$TE — Every AI data center needs connectors. TE is the backbone nobody talks about. (Leopold call)

$KEEL — Defense AI contracts are ramping. This small cap is massively underpriced right now. (Leopold call)

$SNOW — Data cloud is the picks-and-shovels of every enterprise AI rollout.

$QCOM — Edge AI chips will be in every phone. Qualcomm owns that entire market.

$AAOI — Optical interconnects are the new bottleneck. AAOI is positioned perfectly inside data centers.

$RXT — Managed cloud services are accelerating. Enterprises are outsourcing AI infrastructure fast. (Love this one)

$RKLB — Rocket Lab launches are accelerating. Space economy buildout is just getting started.

♻️ RESHARE this post and write 1 comment, I'll DM you my exact 1000% play for
$MU for earnings.

[Leopold Stock Tracker @LeopoldATracker]

8 stocks offering massive long-term buying opportunities with potential turnaround upside for long-term investors:

- $TE — T1 Energy

- $HIVE — HIVE Technologies

- $SHAZ — SharonAI

- $SMR — NuScale Power

- $SKM — SK Telecom

- $IREN — IREN Ltd

- $CLSK — CleanSpark

- $PATH — UiPath

Not financial advice, and these may not be suitable for short-term investors. Do your own research, but I believe the risk/reward profile is becoming increasingly attractive.

(BOOKMARK THIS FOR LATER.)

[Alex Mason 👁△ @AlexMasonCrypto]

🚨 THIS IS HOW THE AI BUBBLE WILL BREAK THE S&P 500

Read this carefully before buying stocks.

Three AI and space giants are going public at the same time with a combined valuation of $4 trillion:

SpaceX. OpenAI. Anthropic.

And most people still don’t understand what it means.

1. The biggest liquidity event ever

SpaceX just became the largest IPO in history.

$75 billion raised. $2.2T valuation.

OpenAI has already filed a confidential S-1 and is targeting a valuation of $1 trillion.

Anthropic is also moving toward a public listing at the same valuation.

That means almost $4 trillion in AI and space valuation is trying to enter the public market simultaneously.

And that money has to come from somewhere.

2. The S&P 500 is now more concentrated than most people understand.

Mag 7 and AI-related stocks make up roughly one-third of the entire index:

Nvidia. Microsoft. Google. Amazon. Meta. Apple. Tesla.

And now the largest private companies on earth are coming for the same pool of capital.

Funds do not magically create hundreds of billions in new money overnight.

They dump the market. Take profits. Free up cash.

That means the first stocks under pressure are usually the stocks that worked the best:

Nvidia. Microsoft. Google. Amazon.

The same names holding the S&P 500 together.

3. At the peak of every major market bubble, capital gets trapped in a small group of “can’t lose” companies.

The Roaring Twenties had them.

Japan’s 1980s bubble had them.

The Dot-Com Bubble had them.

Every time, investors said the same thing:

“These companies are different.” “They are too important to fall.”

Then the market broke.

Today, capital concentration in tech is once again at historical extremes.

And crowded markets do not need bad news to fall.

They only need liquidity to leave.

4. After an IPO, early investors finally get a way out.

Venture funds. Employees. Private investors. Insiders.

They can lock in profits after years of private buying.

Companies go public when public markets are willing to pay the highest price.

During the Dot-Com era, even the best companies were destroyed after the insider IPO sell-off:

Amazon: -95%

Microsoft: -65%

Intel: -80%

Oracle: -80%

Yahoo: -97%

Now the same setup is back.

And this is how the bubble feeds itself:

First, the winners carry the index. Then giants go public.

Funds sell the old winners to chase the new ones.

Insiders get liquidity.

Retail is left holding the dream.

Reminder: I’ve called all the market tops and bottoms for the last 15 years, including the Bitcoin bottom at $16,000 and the top at $126,000.

The next call will be even more important.

When I exit the markets completely, I’ll post 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.

[StockWhale @thestockwhale]

If you want to become a multi-millionaire, you BUY space stocks RIGHT NOW!

Make SURE you buy every dip with me. I'll see you on your yacht in two years.

Here's the best space stocks to buy right NOW:

1. RedWire $RDW
2. RocketLab $RKLB
3. AST Spacemobile $ASTS
4. Sidus Space $SIDU
5. Firefly Aerospace $FLY
6. Intuitive Machines $LUNR
7. Planet Labs $PL
8. Satellogic $SATL
9. BlackSky $BKSY
10. Spire Global $SPIR
11. SpaceX $SPCX

All my buy and sell signals in Discord @ https://t.co/GaBnArAAKe.

[Esther & Michael @SuperLuckeee]

$10,000 of $TSLA since IPO in June 2010 would be $4,000,000+ today.

$10,000 of $SPCX from June 2026 would be double that.

[Q STORM RIDER @_Qstormrider]

🚨 NEW: The dam just broke in Minnesota and it’s uglier than anyone imagined

SBA Administrator Kelly Loeffler now confirms the alleged $1 billion Somali fraud ring is so massive that the SBA is expanding its investigation across the entire state of Minnesota.

Read her words and feel the rage:

“It appears that this fraud ring is being perpetrated across all types of government assistance meant for families that are hungry, families that need housing, young children that need education. And it’s being exploited.”

They didn’t just steal money
They stole food
They stole housing
They stole aid meant for American families in real need

And Minnesota’s leadership let this metastasize for YEARS.

This is what happens when politicians put “community optics” above law and order.

Burn it down. Expose every player. Recover every dollar.
This is only the beginning.

[michael todd @mountains777]

@JasonKander Tim Walz.

[michael todd @mountains777]

@GameplanWallSt Will they dilute shareholders to raise cash?

[Nicholas @GameplanWallSt]

$TE has one number that matters right now.

$46.4 million.

That's how much unrestricted cash T1 Energy had at the end of Q1.

They need significantly more than that to complete G2_Austin.

That's exactly why the Q2 financing package is so critical.

Management said comprehensive financing would close in Q2. Q2 ends June 30.

If the financing closes — construction accelerates, Q4 production stays on track, the bull thesis holds.

If it slips — the cash position becomes a problem.

The stock is in the $9 range. Still well above its $1.09 52-week low.

But watch the June 30 deadline closely.

That press release is the one that matters most this month.

[Esther & Michael @SuperLuckeee]

I called out $IONQ when it was $7, its spiked up 1000% already. I think it can hit 10,000%

There's 3 more massive plays exactly like it under $20:

1. $POET - POET Technologies

Catalyst 1 – 30,000+ optical engine shipmentsManagement is targeting 30,000+ Infinity optical engine shipments in 2026, marking the inflection from lab demo to real commercial revenue. A follow-on order cascade from hyperscalers would collapse the current 1,000x P/S multiple and force a full institutional re-rating.

Catalyst 2 – LITEON + Lessengers 1.6T transceiver partnershipsPOET is jointly developing 400–800G+ and 1.6T optical modules targeting the AI data center connectivity market directly. Completed module samples + a volume supply agreement with a Tier-1 networking name validates the platform at scale and unlocks institutional accumulation.

Catalyst 3 – US redomicile + Malaysia manufacturing rampPOET is redomiciling from Canada to the US, eliminating PFIC tax risk that has suppressed US institutional ownership. Paired with the Malaysia high-volume manufacturing buildout funded by $430M cash, a successful ramp opens the door to index inclusion and a dramatically larger buyer base.

2. $TE – T1 Energy Inc.

Catalyst 1 – G2_Austin first production late 2026 T1's $400–425M G2_Austin facility in Rockdale, Texas is under construction targeting 2.1 GW of TOPCon solar cell capacity, with first production expected by year-end 2026. Once online, it feeds directly into the existing 5 GW module line at G1_Dallas completing the only fully integrated domestic US solar supply chain and unlocking a massive margin expansion story.

Catalyst 2 – 45X tax credit eligibility → business model validationT1's entire profitability thesis hinges on qualifying for the IRA's 45X advanced manufacturing tax credits, which reward domestic solar cell production at scale. Confirmed FEOC compliance + first 45X credit sales would be the single biggest re-rating catalyst, turning TE from a speculative build into a cash-generative manufacturer overnight.

Catalyst 3 – Tariff tailwinds + long-term offtake contractsTrump-era tariffs on Chinese solar imports have made domestic cell manufacturing a national priority, and T1 already has 3.0 GW of components contracted at G1_Dallas. Securing major utility-scale offtake agreements for G2_Austin output with visibility into multi-year revenue would force a full analyst re-rating and bring in infrastructure-focused institutional capital.

3. $RGTI – Rigetti Computing

Catalyst 1 – Lyra 336-qubit system → quantum advantage demoRigetti's Lyra processor targets 336 qubits and 99.7% two-qubit gate fidelity, making it the first system with a realistic path toward demonstrable quantum advantage on a real-world problem. A published proof-of-quantum-advantage in logistics, finance, or drug discovery would be the most explosive single catalyst in the entire sector expected late 2026.

Catalyst 2 – Government contracts cascade: DoD, UK, India C-DACRGTI already has the C-DAC India deal in hand and is pursuing a UK deployment of a 1,000+ qubit system. A material DoD or NATO-affiliated contract would validate Rigetti as a national security asset and trigger accumulation from defense-focused and security-cleared institutional funds.

Catalyst 3 – $NVDA/hyperscaler integration → QCaaS revenue inflectionNvidia's launch of open-source Ising quantum AI models directly validated Rigetti's architecture and drove the April 2026 re-rating. A deeper co-sell or integration agreement with Nvidia, Google, or Microsoft — baking Rigetti's QPUs into their AI stack — transforms revenue from grant-dependent to subscription-recurring, the fundamental shift needed to sustain a 10x move.

[Shay Boloor @StockSavvyShay]

Why did Leopold Aschenbrenner’s fund initiate a new ~$44M position in $TE last quarter?

T1 Energy is trying to become a scaled U.S. solar manufacturing platform and already has a 5 GW solar module facility in Dallas called G1 but the bigger opportunity is its planned solar cell facility in Austin called G2.

If G2 comes online then T1 could move into domestic cell production right as AI data centers, reshoring and grid demand are pulling on U.S. power supply.

[Michael | Hypermarkets @itsmichaelluu]

Everytime there is massive crash in June, $SPY recovers at 30% 1 year later.

Here's 12 stocks under $20 that can easily 10x-20x:

1. $TE — T1 Energy
Aschenbrenner's AI infrastructure bet. Revenue beat by 61%.

2. $POET — POET Technologies
AI photonics optical interposer. Next-gen data center chip architecture.

3. $KEEL — Keel Infrastructure
Ex-Bitcoin miners pivoting hard to AI compute demand.

4. $CLSK — CleanSpark
Verified Aschenbrenner long. Bitcoin miner scaling into AI HPC.

5. $ONDS — Ondas Holdings
Building wireless connectivity for autonomous defense drones. (Trump call)

6. $CIFR — Cipher Mining
Power + data center assets perfectly positioned for AI workloads.

7. $WULF — TeraWulf
Nuclear-powered data centers. Cleanest energy costs in AI compute.

8. $HIVE — HIVE Digital
Revenue up 219% YoY. Pivoting from crypto mining to AI HPC.

9. $SATL — Satellogic
Sub-$10 satellite imaging play. Defense + geospatial AI data boom.

10. $NOK — Nokia
Nvidia invested $1B. AI-RAN + T-Mobile deal. Up 140% YTD still cheap.

11. $BTDR — Bitdeer
Self-mining + AI cloud. Building proprietary ASIC chips in-house.

12. $LAES — SEALSQ
Post-quantum cryptography chips. Every connected device needs this.

Remember, you're getting 1 more chance to add dips again to hold. HOLDING is the best way to make money in this market not scalping.

♻️ RESHARE this post and write 1 comment, I'll DM you my favorite stock to buy under $10 (and its strong too)

[Michael | Hypermarkets @itsmichaelluu]

$SPCX shares are priced at $135 for its $2 trillion IPO.

Its return is 100x-200x by 2035.

These 20 companies will benefit the most:

1. $BKSY ~$34
AI-ready Earth observation satellites feed SpaceX orbital intelligence layer.

2. $SPIR ~$20
Space data analytics monetizing SpaceX's growing orbital constellation.

3. $ACHR ~$5
Air mobility networks integrate with Starlink's low-latency infrastructure.

5. $SATL ~$7
High-resolution imaging complements SpaceX orbital AI compute constellation data.

6. $VIAV ~$50
Optical networking components critical for Starlink ground station upgrades.

7. $OUST ~$40
Sensor fusion tech supports SpaceX booster catch reusability automation.

8. $GILT ~$15
Satellite ground infrastructure scales alongside Starlink enterprise deployments.

9. $POET ~$11
Optical interposer chips slash data center power costs inside COLOSSUS AI cluster.

10. $ARQQ ~$12
Quantum encryption securing Starshield government classified orbital networks.

11. $TWST ~$74
Synthetic biology tools accelerate SpaceX long-term Mars life support research.

12. $LUNR ~$30
NASA lunar lander tech directly supports SpaceX Moon base buildout.

13. $AEVA ~$24
LiDAR sensors enable autonomous Starship landing and booster catch precision.

14. $KTOS ~$60
Defense tech partner powering Starshield national security satellite contracts.

15. $IONQ ~$58
Quantum compute layer powering next-gen orbital AI satellites.

16. $RDDT ~$178
Real-time social data feeds Grok's truth-seeking AI via X integration.

17. $RKLB ~$115
Small payload launch fills exact gaps Falcon can't efficiently serve.

18. $ASTS ~$97
Direct-to-phone satellite broadband. Starlink's closest competitor and partner.

19. $MTSI ~$375
RF semiconductors power Starlink phased-array antenna signal processing.

20. $BWXT ~$200
Nuclear propulsion R&D aligns with SpaceX Mars mission power requirements.

I'm definetly a buyer of $SPCX IPO and want to get it super cheap.

♻️ RESHARE this post and write 1 comment, I'll DM you the PRICE I want to buy $SPCX at this month.

[Eric Daugherty @EricLDaugh]

🚨 BREAKING: The Trump administration is officially DEFUNDING TENS OF MILLIONS of dollars from Los Angeles Democrats' HOMELESS program after rampant fraud, abuse and waste

LONG OVERDUE! The fraud is crashing down! 🔥

"They just were informed within the last hour that they are losing these tens of millions of dollars. They've gotten almost over a billion dollars since 2021 and federal taxpayer funding."

"This is a huge blow to this L.A. homeless authority."

[Libs of TikTok @libsoftiktok]

Michael Dougherty let a man go free who admitted to possessing child p**n and brought dildos to have s*x with a 13-year-old

He’s running for Colorado Attorney General.

The election is in two weeks.

[Elon Musk @elonmusk]

The level of fraud here is mind-blowing

[Andrew Bridgen @ABridgen]

Huge increase in Lone Star ticks and their transmission of Alpha-gal syndrome to humans causing intolerance to red meat.
Bill Gates funds GMO ticks
Bill Gates funds artificial meat products which alpha-gal sufferers can still eat.
Coincidences or
Commercial Bioterrorism ?

[Elon Musk @elonmusk]

The magnitude & brazen nature of the government payment fraud is staggering

[Concerned Citizen @BGatesIsaPyscho]

So turns out Bill Gates created Millions of Genetically Modified Ticks which can survive heat, predators and drowning in order to infect the public with Alpha-Gal Syndrome & make them allergic to meat.