C Descroisselles 🏴‍☠️🏁

[Shay Boloor @StockSavvyShay]

$MU broke below $1,000 today after reports China’s CXMT plans to launch new server memory by year-end using a design that packs more memory into smaller chips despite U.S. equipment restrictions.

Most of that supply will likely serve China’s own data centers first so bigger risk is longer-term DRAM pricing rather than an immediate threat to Micron’s HBM business.

[Leif | Investing @LeifInvests]

These AI Stocks Are Trading at INCREDIBLE Discounts Despite the Broader Market Hitting All-Time Highs! 👇

$ORCL | Oracle
-56% from ATH | 16.6× Fwd P/E

$CRWV | CoreWeave
-55% from ATH | 7.6× Fwd EV/EBITDA

$IREN | IREN
-54% from ATH | 8.4× Fwd EV/EBITDA

$APLD | Applied Digital
-52% from ATH | 27.5× Fwd EV/EBITDA

$AAOI | Applied Optoelectronics
-50% from ATH | 47.6× Fwd P/E

$WDC | Western Digital
-46% from ATH | 19.6× Fwd P/E

$VRT | Vertiv
-35% from ATH | 30.8× Fwd P/E

$QCOM | Qualcomm
-30% from ATH | 18.9× Fwd P/E

$STX | Seagate Technology
-28% from ATH | 21.6× Fwd P/E

$AVGO | Broadcom
-25% from ATH | 20.9× Fwd P/E

There are definitely some compelling opportunities on this list.

Which stock do you see offering the most upside? 👀

[Marie-Josée 🍂🍁☀️ @siotruoc]

Le gars en arrière vit sa best life 🤣 pis t'as Paul Arcand 😶

[Rad @radomirakc]

I don't know why Quebec folk songs are going viral on X but they're irresistible. Vive le Québec libre !

[Leif | Investing @LeifInvests]

12 STOCKS WITH EXPOSURE TO THE PHYSICAL AI REVOLUTION! 🤖🚀

From humanoid robots and autonomous vehicles to automation, AI chips, software, and the technology powering Physical AI👇

1. $TSLA | Tesla
• Optimus humanoid robots, autonomous driving, and robotaxis.

2. $AMZN | Amazon
• 1M+ warehouse robots, AI-powered fulfillment, and Zoox robotaxis.

3. $SYM | Symbotic
• AI-powered warehouse robotics for storage, retrieval, and palletizing.

4. $OUST | Ouster
• LiDAR sensors, 3D cameras, and AI perception for autonomous robots.

5. $QCOM | Qualcomm
• Dragonwing AI processors for humanoid and autonomous mobile robots.

6. $ONDS | Ondas
• Autonomous military drones, counter-drone systems, and ground robots.

7. $TER | Teradyne
• Universal Robots industrial robotic arms and MiR autonomous mobile robots.

8. $ISRG | Intuitive Surgical
• da Vinci robotic surgical systems for minimally invasive procedures.

9. $AVAV | AeroVironment
• Autonomous military drones and unmanned ground systems.

10. $CGNX | Cognex
• AI-powered machine vision for robotic guidance and factory automation.

11. $BB | BlackBerry
• QNX operating systems for industrial robots and autonomous machines.

12. $VPG | Vishay Precision Group
• Force and torque sensors for humanoid robot movement and control.

Plenty of ways to capitalize on the Physical AI Revolution.

Which stock offers the BIGGEST long-term upside? 👀

[Mario Nawfal @MarioNawfal]

🇺🇸 Dana White bet $1M on a single hand of baccarat at Park MGM in Vegas a few weeks ago...

And he WON, fking unbelievable!! 🤣

Writer: Michael

[Anında @anindanet]

Nerdeyse Oksijenin bile olmadığı 7620 metre yükseklikten paraşütsüz atlayan Luke Aikins, 30x30 metrede kurulan ağ düzeneğine paraşütü olmadan iniş yapıyor.

Tarihte hiç bir uçuş ekipmanı olmadan bir uçaktan atlayıp, yine ekipmansız inebilen tek kişi…

[Tema Ultra @cryp_cryp]

In 2005 Bill Gates and Warren Buffett told 92 Nebraska students how they could legally live the rest of their lives without paying a dollar of income tax.

Only students could ask. Neither man saw a question in advance.

One lunch with Buffett sold for $19 million in 2022. Fifty-five minutes of him and Gates answering these students is free.

That September Forbes ranked them first and second in America: Gates at $51 billion, Buffett at $40 billion.

The video is Nebraska public television's cut of that afternoon at the University of Nebraska-Lincoln, Buffett's old school.

Between jokes about Halo 2 and losing at ping-pong to a nine-year-old, they lay out six rules.

The newspaper test. Before any decision, imagine a smart, unfriendly reporter writing it up for your family tomorrow. Anything close to the line is out.

The blank calendar. Gates said one of his favorite lessons from Buffett was a calendar with almost nothing in it. You have to be good at saying no.

No committees. Buffett said brilliant investment decisions never come out of a large committee. Poll enough people and you buy what everyone already owns.

You are the asset. Getting comfortable with public speaking, he said, pays off for 50 or 60 years, and avoiding it costs you just as long.

Omissions. His worst mistakes never hit a statement: about $10 billion in profits from deals he understood and skipped, or made too small.

The unsold gain. Tax arrives when you sell. His version: hold the stock, borrow against it every year to live on, and let the estate pay off the loan. He said he could have done it for decades and called it very unfair.

His 1989 letter to shareholders has the math. Double $1 twenty times, selling after each double at a 34 percent tax, and you end with about $25,250. Hold through all twenty doubles and sell once, and you keep about $692,000. Same returns. The only difference is when the tax gets paid.

"They have really taken care of the rich."

That is Buffett on the cuts that took capital gains and dividends to a 15 percent tax. Gates answered: "I go along with that wholeheartedly."

Everyone in his office paid payroll tax on their first $90,000 plus income tax, and he said their rate was often the same as his, maybe higher. Every paycheck you get loses 7.65 percent before income tax starts. A stock that rises and stays unsold has paid nothing.

The program is free on YouTube. The 1989 letter is free on Berkshire's website.

Billionaires do not avoid income tax by earning less. They avoid it by selling less. Price the tax bill before you cash out your next winner.

[Sawyer Merritt @SawyerMerritt]

Not even joking, it feels like there are more Cybercabs giving rides in Austin right now than Waymos. All these clips were taken within minutes of each other today.

[McMich @McMichelSim]

Pour CARNEY, BLANCHET, PSPP, FERRANDEZ, MARCHAND et tous ceux qui supportent le plan 2030 du WEF. 🤮🤮🤮🤮
🔥🔥🔥
LA FIN DE GRETA THUNBERG🥱ET DU NOUVEL ORDRE MONDIAL🔺| Mathieu Bock-Côté annonce la destruction de l'extrémisme climatique et l'autodestruction de l'élite européenne qui s'accroche au mondialisme🔥

« Rien n'est plus déphasé et bas de gamme oublié qu'un écolo décroissant »🤣💯

[Hadi Hassin @hassinhadi]

Non, vous n’avez pas rêvé ! Le folklore québécois débarque sur TikTok et fait danser les algorithmes ! Mais pourquoi cet engouement soudain pour nos traditions d’autrefois ? On en parle ce soir avec l’historien Éric Bédard !

[Mario Nawfal @MarioNawfal]

Elon wants to meet his Chinese doppelgänger, Yilong Ma. 😂

He's not entirely convinced the guy is real, but with 1.4 billion people in China, someone MUST look almost exactly like him.

Now he wants to invite his lookalike onstage.

Two Elons in one room. Let's make it happen!

Anybody know a guy? 👏

Writer: Oliver

[Value Investing Edge @StonkValue]

$SPY is hitting all time highs, yet many great stocks are still down from it’s highs.

1. $NBIS | Nebius | -26%
2. $IREN | IREN | -54%
3. $CIFR | Cipher Digital | -55%
4. $AVGO | Broadcom | -27%
5. $VST | Vistra | -26%
6. $VRT | Vertiv | -36%
7. $RKLB | Rocket Lab | -55%
8. $ASTS | AST SpaceMobile | -62%
9. $CRDO | Credo Technology | -30%
10. $HOOD | Robinhood | -29%

Next rebound will be violent for all these market themes.

Bookmark this post for later!

[Gilles C. @clitauvife]

Paul Arcand semble tripper sa vie au show de Céline !

[Daniel @danielisdizzy]

In 2022, $META crashed 77% from its highs.

Revenue declined 1% YoY after $AAPL forced apps to ask users for permission to track their activity.

Zuckerberg learned his lesson.

$META is building its own hardware and operating system to break free from Apple’s control.

And smart glasses are how it gets there.

$META IS COMING FOR $AAPL.

This isn’t just about competing with the Vision Pro.

It’s about controlling the hardware and operating system that power Meta’s entire ecosystem.

Never again will Apple decide Meta’s future.

[David Walker @jessi_cawein44g]

20 growth stocks worth researching as AI reshapes the global economy.

1. $NVDA | AI Computing Powerhouse
2. $AMD | Next Generation Computing and Accelerators
3. $AVGO | AI Semiconductors and Networking
4. $MU | Memory Chips Driving AI Expansion
5. $SNDK | Flash Storage and Data Infrastructure
6. $MRVL | Custom Silicon and Data Center Connectivity
7. $CRDO | High Speed Data Transmission
8. $LITE | Optical Technology for AI Networks
9. $COHR | Photonics and Optical Components
10. $VRT | Critical Data Center Infrastructure
11. $NBIS | AI Cloud Computing
12. $IREN | AI Infrastructure and Data Centers
13. $APLD | High Performance Computing Infrastructure
14. $VST | Electricity Demand and Power Generation
15. $CEG | Nuclear Energy and Reliable Power
16. $OKLO | Advanced Nuclear Reactor Development
17. $PLTR | Enterprise AI and Defense Analytics
18. $RKLB | Space Systems and Launch Services
19. $ASTS | Space Based Cellular Connectivity
20. $OUST | LiDAR Technology and Robotics

Save this list and research each company before investing.

[Étienne-A Beauregard @EABeauregard]

3 millions de vues pour un extrait de Soirée canadienne sur X!

Le premier réflexe de beaucoup de Québécois est de trouver ça ringard. Mais le X anglophone adore!

Nos traditions font notre unicité, soyons fiers! ⚜️

[Le Contemplateur @LeContempIateur]

🧠 LES 10 GRANDES STRATÉGIES DE MANIPULATION DES MASSES.

Je vous ai préparé un visuel qui met en lumière dix des principales stratégies utilisées pour manipuler l'opinion publique, influencer les comportements et orienter l'esprit des masses.

1. Créer des crises pour imposer des solutions.

2. Utiliser la stratégie du différé pour faire accepter des décisions impopulaires.

3. Agir progressivement pour rendre acceptables des mesures qui ne l'étaient pas.

4. Infantiliser le public pour limiter sa capacité de réflexion.

5. Jouer sur les émotions plutôt que sur la raison.

6. Entretenir l'ignorance pour affaiblir l'esprit critique.

7. Promouvoir la médiocrité pour décourager l'exigence intellectuelle.

8. Cultiver la culpabilité pour détourner la colère et la contestation.

9. Exploiter les données et la psychologie pour anticiper et influencer les comportements.

10. Détourner l'attention avec des distractions permanentes pour éviter les véritables débats.

Il en existe évidemment bien d'autres, mais celles-ci comptent parmi les mécanismes de manipulation les plus connus et les plus fréquemment évoqués.

Car pour éviter de se faire manipuler, encore faut-il comprendre comment fonctionne la manipulation.

[Shay Boloor @StockSavvyShay]

$NVDA is reportedly exploring a ~$25B acquisition of Reflection AI with the startup already committed to ~$7.3B of compute through $SPCX and $NBIS.

What makes this interesting is Nvidia could own open model layer on top of CUDA keeping more enterprise and sovereign AI workloads running on its hardware as Chinese models gain ground.

[Shay Boloor @StockSavvyShay]

$MSFT CEO Satya Nadella says we need to “separate the supply of intelligence from the authority over it” as AI agents gain access to sensitive data and critical business systems.

His argument is that models should be treated like insider risks with independent controls over identity, permissions, logging and ability to shut them down.

Microsoft already owns a lot of that infrastructure through Entra, Defender and Purview positioning it to control security layer for enterprise agents regardless of which AI model companies use.