Mr. Labk

Finance | Health & Wellness | Productivity | MBA Candidate |

[super @super2ikigai]

OMG, PRESIDENT TRUMP TELLING YOU WHAT TO BUY AGAIN

Last time, he said to buy these:

$DELL $235 → $450
$INTC $20 → $140
$NOW $80 → $125
$MU $800 → $1220
$IBM $220 → $500 (target)
$QCOM $128 → $300

Right now, he is investing in QUANTUM STOCKS…

$IONQ
$RGTI
$INFQ
$GFS
$QUBT
$GOOG
$ARQQ

DONT MISS IT AGAIN

[Kalshi @Kalshi]

Prediction markets are coming to Canada.

For the first time, millions of Canadians will be able to trade what's next through Wealthsimple.

[DogeDesigner @cb_doge]

BREAKING: SpaceX is acquiring Cursor in a $60 billion all-stock deal.

• Cursor is being valued at $60 billion
• Cursor will become a wholly owned SpaceX subsidiary
• Cursor shareholders will receive SpaceX Class A shares
• The exchange ratio will be based on SpaceX’s 7-day average share price before closing
• Subject to regulatory approvals and customary closing conditions
• Expected to close in Q3 2026

Cursor is one of the world’s leading AI coding platforms and one of the fastest-growing software companies. This marks one of the largest AI acquisitions ever and significantly expands SpaceX’s footprint in AI.

[Bilaal- BD investing @bdinvestingg]

This dip is an opportunity to buy stocks in the data centre value chain:

$AMD — CPU/GPU designer for PCs, servers, AI. Fabless via TSMC.

$VRT — Power and cooling infrastructure for data centers.

$ANET — Makes high-speed networking switches and software for cloud data centers.

$MU — Makes DRAM and NAND. Key HBM supplier for AI.

$NBIS — GPU cloud and AI infrastructure. Former Yandex spinoff.

$VST — Power generation operator. Leverages data center electricity demand.

[Shay Boloor @StockSavvyShay]

HERE ARE THE TOP 15 PERFORMERS OF 2026

1. $SNDK +734%
2. $AXTI +494%
3. $AEHR +437%
4. $AAOI +385%
5. $DOCN +254%
6. $ARM +248%
7. $MU +244%
8. $INTC +238%
9. $MRVL +229%
10. $NVTS +228%
11. $WDC +227%
12. $DELL +214%
13. $VIAV +200%
14. $BE +200%
15. $NBIS +178%

[Investing visuals @InvestingVisual]

When (not) to buy $SPCX: four phases of the IPO playbook:

1 - PUMP
2 - DUMP
3 - DEAD MONEY
4 - REDISCOVERY

[DogeDesigner @cb_doge]

BREAKING: Elon Musk's full speech ahead of SpaceX IPO

[Bill Brooklyn @BillBrooklyn10]

I’m 60 years old and retired from JPMorgan. My monthly income is $105,000.
My June advice:
$SNDK (SanDisk) — Don’t buy
$AVGO (Broadcom) — Don’t buy
$CRWV (CoreWeave) — Don’t buy
$NOK (Nokia Oyj) — Buy at $14–$15
$NVDA (NVIDIA) — Buy at $203–$210
$MRVL (Marvell Technology) — Buy at $282–$290
$MU (Micron Technologys) — Buy at $980–$988
People ask, Why don’t you charge?
I’ve made enough. Sharing is my passion ,that’s why I post for fre.

This is the full speech by @SpaceX Chief Financial Officer Bret Johnson during the IPO roadshow. He has served as CFO for 15 years. Worth watching.

[Bilaal- BD investing @bdinvestingg]

I’m buying every major dip on these stocks

$AAOI — Supplies AI transceivers that convert electrical signals into light for faster data center networking.
$LITE — Nvidia invested $2B to secure its lasers and photonics for next-generation AI factories.
$CRDO — Connects AI GPUs with high-speed cables and networking chips, reducing power and latency.
$DRAM — Memory chips are the fuel for AI; HBM demand continues exploding with Nvidia systems.
$AMD — Competing with Nvidia in AI accelerators; recently landed major hyperscaler AI deployments.
$NBIS — Builds & rents out AI cloud infrastructure , they just signed a deal to power France with 240MW
$ASTS — Uses space-based cellular broadband; connecting billions of devices to future space-based AI infrastructure

[Kyle @kyletrades_]

If you want to simplify your screen universe you really don't need anything other than ADR and dollar volume. I use an ADR*DolVol filter to find the highest momentum, super liquid stocks. Just one glance at this list and you can see these are all the hottest stocks in the market. This list has been unchanged for weeks and weeks. Throw a recent catalyst or theme into the mix and your odds of being in a huge winner is significantly increased. It really is that simple.

Institutions cannot hide their purchases- stop hunting for a picture perfect chart or a picture perfect setup.

What you buy > How you buy it

[Jason Luongo @JasonL_Capital]

NVIDIA is telling you exactly where to invest with its new 800V DC power architecture.

The old 48V system can't keep up. 800V reduces copper usage by 45%, cuts the power chain from 5 conversion stages to 2, and cuts power delivery losses in half.

These 7 companies are building the power layer underneath it all.

1. $ON - onsemi

SiC and GaN chips for high-voltage power conversion across AI and EVs. AI data center revenue nearly doubled YoY and is expected to double again in 2026. The key number: their content per AI rack scales from $15,000 today to $115,000 in next-gen 800V architectures. A 7.7x increase per rack deployed.

[Mr. Labk @MrLabk]

@InstinctTradez Let’s go 🙌🏻

[Shay Boloor @StockSavvyShay]

KEY LEVELS TO WATCH FOR POPULAR STOCKS

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

[Shay Boloor @StockSavvyShay]

HERE ARE THE TOP 15 PERFORMERS OF 2026

1. $SNDK +614%
2. $AXTI +531%
3. $AEHR +357%
4. $AAOI +354%
5. $NVTS +273%
6. $MU +240%
7. $DELL +234%
8. $BE +228%
9. $DOCN +224%
10. $ARM +223%
11. $RDW +222%
12. $INTC +211%
13. $WDC +208%
14. $NBIS +176%
15. $VIAV +173%

[Shay Boloor @StockSavvyShay]

President Trump is pursuing funding deals with a group of drone companies to boost domestic production.

Another signal that U.S.-made drones are becoming a national security priority.

$ONDS, $AVAV, $KTOS, $AVEX, $UMAC, $RCAT, $DPRO

[Bilaal- BD investing @bdinvestingg]

5 ETFs Dominating AI, Power, Space & Robotics

$DRAM — Invests in memory chip companies. Bets on the companies storing and moving AI data faster than ever.

$NLR — Invests in nuclear energy. Bets on uranium miners and reactors powering the AI electricity boom.

$NASA — Invests in space companies. Bets on satellites, rockets, and the businesses building the space economy.

$HUMN — Invests in robotics and AI. Bets on companies building the physical robots that will replace human labor.

$EUV — Invests in semiconductor equipment. Bets on the machines that print the world’s most advanced chips.

$SMH — Invests in semiconductors broadly. Bets on the companies designing and manufacturing the chips powering everything.

$GRID — Invests in electricity infrastructure. Bets on the companies upgrading power grids to handle surging energy demand.

[GURGAVIN @gurgavin]

ANTHROPIC IS GONNA START PAYING SPACEX $1.25 BILLION A MONTH TO USE ITS DATA CENTRES THROUGH 2029

THAT’S $15 BILLION A YEAR JUST FROM ANTHROPIC

FOR CONTEXT SPACEX’S REVENUE FOR ALL OF 2025 WAS $18.7 BILLION

🤯

[Shay Boloor @StockSavvyShay]

LEOPOLD’S SITUATIONAL AWARENESS 13F IS OUT

New positions included $NVDA, $AMD, $INTC, $TSM, $ASML, $MU, $SMH, $GLW, $HIVE, $TE and $SHAZ.

Added to AI power and compute names including $IREN, $APLD, $CLSK, $RIOT, $BTDR and $CRWV.

Trimmed $SEI, $CORZ and $BE, while exiting $COHR, $LBRT, $TSEM, $HUT, $LITE, $KRC and $EQT.

[CK Capital @CKCapitalxx]

Stocks I think are deeply undervalued right now and will re rate.

My conviction list.

$PENG — $48. NASA. US Air Force. US Navy. $NVDA and $AMD partner. Photonic memory optionality completely unpriced. Should be a $100 stock.

$ASTS — $86. Every major US carrier now signed. 3.3 billion addressable subscribers. Monthly batch launches starting now. The most scalable subscription infrastructure business ever built.

$KEEL — $4 Power secured land in constrained markets. The hyperscaler lease is coming. When it signs this re-rates overnight.

$DGXX — $7 billion Cerebras colocation contract. $2.5 billion in expansion options. $56 billion anchor tenant. Fraction of the valuation.

$VIVO — $5 million market cap. 41.5MW operational today. Management formally guiding $1 billion in revenue by 2029. One hyperscaler lease announcement changes everything.

$MU — $680 The memory supercycle is just getting started. HBM demand from AI is unlike anything this company has ever seen. Still undervalued at current prices.

$SNDK — $1330 Leopold's second largest position at $724 million. Flash storage demand accelerating with every AI deployment. The re-rate has not happened yet.

$ZETA — $19 AI powered marketing platform growing 40% year over year. The market has not figured out what this business is worth at scale.

$OPTX — $6.50 Anduril. US military. LEO satellites. AI datacenter interconnects. All ramping simultaneously. $305 million market cap and multiple decade long tailwinds behind it.

All of these feel mispriced to me right now.

Not financial advice. DYOR.