Mr.Magic

“Taking profit along the way makes all future decisions easier.”

[Shay Boloor @StockSavvyShay]

UPDATED FIB LEVELS FOR POPULAR STOCKS

AI Utilities
• $IREN $51
• $NBIS $177
• $CIFR $17
• $CRWV $100

AI Power
• $EOSE $7
• $BE $237
• $NVTS $22
• $VRT $282

AI Hardware
• $NVDA $192
• $TSM $408
• $ASML $1,618
• $MU $730

AI Applications
• $PLTR $129
• $NOW $109
• $CRWD $598
• $SNOW $181

AI Connectivity
• $AVGO $377
• $ALAB $305
• $CRDO $195
• $MRVL $236

Space
• $RKLB $106
• $ASTS $89
• $PL $31
• $BKSY $32

Quantum
• $IONQ $52
• $RGTI $15
• $QBTS $20
• $INFQ $13

Drones
• $ONDS $10
• $AVAV $175
• $KTOS $52
• $UMAC $24

Nuclear
• $OKLO $50
• $UUUU $12
• $GEV $906
• $LEU $151

Photonics
• $AAOI $164
• $LITE $698
• $COHR $283
• $AEHR $76

CPU Bottleneck
• $AMD $383
• $INTC $91
• $ARM $299
• $AMKR $57

Physical AI
• $TSLA $382
• $AMZN $230
• $GOOGL $357
• $ISRG $394

[Crypto Tony @CryptoTony__]

"WE KEEP WINNING"

Think long term $BTC $ETH

[NoLimit @NoLimitGains]

The SpaceX IPO is days away.

Meanwhile, 5 small-cap space pure-plays are sitting under $3B with real tech, real contracts, and almost no coverage.

That’s where the asymmetric upside actually lives.

Here they are:

[NoLimit @NoLimitGains]

The market sometimes gives you a second chance.

$NOW

[JUST KAWS @JUST_KAWS]

$NVDA CEO Jensen Huang revealed the Five Layer AI Model

These 5 layers include:

1) Chips - $AMD $AVGO $NVDA

2) Memory - $MU $SNDK $DRAM

3) Photonics - $AAOI $AXTI $AEHR

4) Compute - $CIFR $IREN $NBIS

5) Energy - $BE $FLNC $TE

[Crypto Tony @CryptoTony__]

This is an amazing interview by the way legends

"Nicolai (Norwegian Sovereign Wealth Fund CEO) asks the IBM CEO if AI is in a bubble"

Listen very very carefully to his answer. Bookmark this.

[Mike Investing @MrMikeInvesting]

President Trump is undefeated in the stock market, & has made many generational callouts such as:

$INTC at $19 & is now up +594%
$DELL at $230 & is now up +96%
$NOW at $81 & is now up +59%

These are the next 5 stocks to buy according to President Trump:

$PLTR at $156
$IBM at $297
$USAR at $28
$MP at $64
$ORCL at $225

If you’ve missed the last run of gains, then pay close attention to these setups…

[NoLimit @NoLimitGains]

The 4 stocks where CEOs are quietly buying millions in shares with their own money right now:

[Noah @antibearthesis]

HE JUST DID IT AGAIN

$NVDA CEO KEEPS TELLING YOU WHICH STOCKS TO BUY

IN 2025 HE CALLED:
$NBIS AT $22 → +1000%
$INTC AT $23 → +500%
$SNDK AT $275 → +500%
$CRWV AT $40 → +200%
$TSM AT $240 → +80%

NOW HE’S TELLING YOU TO BUY SPACE STOCKS:
$RKLB AT $143
$ASTS AT $113
$FLY AT $46
$AMZN AT $270

ARE YOU GOING TO IGNORE HIM AGAIN?

[Noah @antibearthesis]

$NVDA CEO Jensen Huang is telling you which stocks to buy.

Today’s calls:
$NOW
$PLTR
$CRWD

“AI will create the biggest opportunity these companies have ever seen”

Are you paying attention?

[The Assembly @InTheAssembly]

NVIDIA just picked a small-cap quantum company to plug directly into their AI stack, and most investors do not know the name yet.

Here it is:

[MWhalekiller @MWhalekiller]

Several #quantum stocks we discussed during the livestream are already up roughly 20% in less than a week.

But that’s not what excites me.

My team and I have spent the entire week digging for the next names nobody is talking about yet.

By the time Wall Street starts promoting them, the biggest move is often already gone.

2026 is about finding opportunities before they become headlines.

We’re going next level this year.

( MY LIVESTREAMS ARE NOT FOR ANYONE, ONLY FOR THE DEDICATED )

#QuantumComputing #QuantumStocks #Investing #RetailFam

[The Assembly @InTheAssembly]

Physical AI is shaping up to be the next major investing cycle.

Jensen Huang, the CEO of $NVDA and the most influential voice in tech right now, agrees.

The last few years were about digital AI. Training models, chatbots, data centers.

Now the capital is rotating into embodied AI. Robots and systems that see, move, manipulate, and work alongside humans in the physical world.

This could be one of the highest-conviction multi-year themes of the next 5 to 10 years.

Here’s why the pieces are lining up now.

Foundation models are finally good enough to handle real-world messiness. Object recognition, planning, adaptation. Edge compute and better sensors mean robots no longer need constant cloud hand-holding.

Hardware costs are crashing. Batteries, actuators, motors, lidar, vision sensors, and dexterous hands are all on cost-down curves. What cost millions five years ago is becoming viable at scale.

Demand is real. Aging populations, reshoring, e-commerce, elder care, dangerous jobs. Governments and large corporations are incentivized to automate FAST.

The trillions already poured into AI infrastructure now fund the physical deployment layer. Pilots are proving ROI. The next phase is units shipping from thousands into millions.

Better robots generate more data. More data trains better robots. Adoption accelerates. The companies that nail hardware, software, and deployment at scale are the ones that win.

Here are 4 names on my radar:

SYM Symbotic.

The warehouse automation powerhouse. They build full AI-powered robotic systems that handle pallets, cases, and items end-to-end. Walmart-scale deployments with a long-term backlog already locked in.

This is not a gadget. It is a turnkey platform deployable today.

$28B market cap. Sticky long-term contracts and real recurring support revenue. If logistics automation goes mainstream, this is the name that benefits first.

CGNX Cognex.

The undisputed eyes of the robot revolution. Leader in machine vision systems, sensors, and software that let robots and factories see, inspect, guide, and identify with high accuracy.

Factories, warehouses, automotive, electronics. All of them need vision to make physical AI actually work reliably.

~$11B market cap. Strong margins expanding with AI upgrades. Forward multiples reasonable for 20%+ growth. A blue-chip in the space still flying under retail radar.

NDSN Nordson.

The quiet precision dispense king for robotic manufacturing. They make the specialized equipment robots use to apply adhesives, coatings, sealants, and fluids across electronics, automotive, packaging, and medical.

As robots get more dexterous and lines get smarter, demand for their tools surges.

~$16B market cap. Niche dominance. High margins. Diversified end-markets. The boring industrial that benefits from the automation wave without the froth.

OUST Ouster.

The perception layer of physical AI. High-resolution digital lidar plus enhanced AI vision that gives robots and machines 3D mapping and sight in tough environments.

Industrial robotics, smart infrastructure, autonomous systems. Growing fast. Smaller cap, more room to run.

Still early on profitability. Cash position is solid. Deal flow is accelerating. Higher-risk sleeve of the thesis. Every embodied AI needs great sensors, and Ouster is positioned without being the overhyped name.

The risks are real though.

But directionally, this feels like being early on EVs or cloud in the 2010s.

The Assembly is a team of 8 with one mission: helping you spot great stocks at the earliest stage.

In the last two weeks alone, we caught FLY, NOW, TE, PL and much more before their moves.

Follow us and turn on notifications so you don’t miss the next one. This is extremely important.

A lot of people will wish they followed us sooner.

[The Assembly @InTheAssembly]

These are the 16 stocks Congress is quietly accumulating in 2026:

[Crypto Tony @CryptoTony__]

The S&P 500’s best-performing stocks of 2026 so far:

1. Sandisk (+608%)
2. Micron (+239%)
3. Dell (+223%)

[NoLimit @NoLimitGains]

This is absolutely insane.

$OUST is up 65% since I made this post two weeks ago.

I think we all know what comes next.

[Trade Whisperer @TradexWhisperer]

$MU $DRAM HBM per GPU:

H100: 80GB
H200: 141GB
B200: 192GB
Rubin: 288GB
Rubin Ultra: 576GB

From 80GB to 576GB in five years. 7.2x more memory.

And Rubin Ultra is not the destination. It is the next stop.

[Cheds Trading @BigCheds]

Live Stream replay for those unable to attend:

$BTC $ETH $HYPE $SPY $QQQ etc etc

https://t.co/gNSof7loAi

[Trade Whisperer @TradexWhisperer]

$NOW+ 14% $PLTR +9% $CRWD +8% $RDDT +5% $MSFT +4%

Remember, these aren't just some random picks of mine. I've shared the AI thesis with all five since 2024.

[NoLimit @NoLimitGains]

5 stocks at the intersection of AI, robotics, autonomy, and next-gen energy.

All 5 have retraced significantly from their highs.

Here they are: