MWG

Analyzing stocks & AI. Hunting hidden gems before they go mainstream.

[MWG @ProfitChainAI]

@EUnicornHunter @Mr_Derivatives I relay hope it goes down to 55-60 bought 1400 shares at 83 strategy to buy 4-5000 shares but have to go down more. We will see 110-115 by December

[Jim Liu @jiahanjimliu]

$META: Initiated Starter Position

I initiated a starter position based impressive release of Muse Spark 1.1

$META Market Cap: 1.7T
$GOOG Market Cap: 4.35T

I believe that Meta is underpriced compare to Google and will close the gap to 3T or more for the following reasons:
1. With Muse Spark 1.1, $META is coming in with alot of momentum in the LLM race while $GOOG is loosing key hires to OpenAI/Anthropic.
2. LLM don't exactly cannibalize but will eventually overlap with $GOOG's lucrative search. $META doesn't have this conflict of interest to go full force on their AI initative.
3. Meta AI Cloud Platform is a late comer but I like it to take market share against GCP whether they sell only Tokens via API or manage compute as well (to be determined). Muse has superior pricing on Muse Spark API which is a sign of Meta's Infrastructure superiority.
4. $META's key cashflow Instagram, Facebook, WhatsApp synergies very well with AI, especially on shopping where previously people did shopping / shopping research on Google. Meta AI is $META's chance at taking market share from Google. Muse Spark has 3 modes: Instant, Thinking and Shopping.
5. Meta's Research Team finally has had time to lay foundational work which does take some time before results show. Muse Spark is the first of the increased momentum and we will see more acceleration. Facebook has an unique data pool that rivals Google's but with even more human interaction which is critical for RL. Muse is amazing for multi-modal which will give it unique use cases that help it compete against ChatGPT and Anthropic.
6. Superstar salaries are now paying off:
- @TrapitBansal - led reasoning models at OpenAI
- @shuchaobi - multi-stage deep learning to optimize Google Ads
- @jhyuxm - previously led perception at OpenAI and led multi-modal at Gemini
- @huiwen_chang - led text to image generation for Gemini.
- Ji Lin - worked on quantization optimizations which we are now seeing on Muse with impact being Muse being lightning quick
- @shengjia_zhao - led OpenAI synthetic data which is key for Verifiable Rewards machine learning and thus Long Running AI Agents
- @ren_hongyu - Lead of many of the ChatGPT models
@jack_w_rae - pre-training for Gemini
- Joel Pobar - led infrastructure at Anthropic

[Drew Cohen @DrewCohenMoney]

https://t.co/FRC4QUPu0r

[Jason Luongo @JasonL_Capital]

I'm only going to say this once. The AI buildout is still in the early innings.

These 10 stocks will create millionaires over the next 3 years.

1. $IREN - Iris Energy

$9.7B cloud contract with Microsoft. $3.4B AI cloud contract with NVIDIA. 1.4GW substation in West Texas. Scaling to 150,000 GPUs by year end targeting $3.7B in annualized run-rate revenue.

[MWG @ProfitChainAI]

@Mrohrn @malmostad Malmö är en S stad så de lär sig aldrig 💁‍♂️

[Daniel Koss @daniel_koss]

Do you understand what this means?

The smart end to end agents are coming.

Compute demand is about to 1000x again.

Long $NBIS is really a nobrainer here.

Also, was quiet last few days because I have a big personal announcement tomorrow.

[Nicklas Andersson @Investeraren]

🇸🇪 Hexagon Robotics postade denna video på Linkedin där vi får se AEON in action! "Nothing beats seeing industrial robotics in action."

Deras robot testas ju nu i BMW:s fabrik i Leipzig. Givet den demografiska utmaningen framöver och Europas erfarenhet inom tillverkning så kanske vi kan ta på oss ledartröjan? Vi lär se en explosiv utveckling inom robotics framöver - frågan är vem som blir den största vinnaren 🧐🤖#PrataPengar #Finanstwitter

[MWG @ProfitChainAI]

@MarioNawfal @SkyNews @RobHarris Maybe Trump will save him from the ban

[Steven Preston @stezen21p_res]

@NickKunze2’s analysis is next level. Super solid interview—follow him yesterday.👢🤘
stock $NVDA IPO #BBAI #PLTR $GOOGL $NFLX

[tastylive @tastyliveshow]

Everyone says volatility is dead when the VIX is at 15. Tom Preston @TheTomPreston says open the Nasdaq 100 and sort by individual stock volatility. He finds $SNDK sitting at 139% implied vol, nearly 9 times the VIX.

Low volatility markets do not mean low volatility stocks. The opportunities are there. Most traders are just looking at the wrong screen.

[Leif | Investing @LeifInvests]

BlackRock just ranked its 30 most important AI stocks. Several are already rallying after making the list.

If you’re investing in AI, this is a list worth paying attention to. 🚀

Full rankings below (1-30)👇

Micron Technology | $MU
AMD | $AMD
Taiwan Semiconductor | $TSM
NVIDIA | $NVDA
Marvell Technology | $MRVL
Broadcom | $AVGO
CoreWeave | $CRWV
Oracle | $ORCL
Super Micro Computer | $SMCI
Western Digital | $WDC
Seagate Technology | $STX
IBM | $IBM
Microsoft | $MSFT
Arista Networks | $ANET
Palantir | $PLTR
Constellation Energy | $CEG
Snowflake | $SNOW
Bloom Energy | $BE
Astera Labs | $ALAB
Accenture | $ACN
Credo Technology | $CRDO
Entegris | $ENTG
Onto Innovation | $ONTO
Celestica | $CLS
Amkor Technology | $AMKR
MongoDB | $MDB
Tempus AI | $TEM
Workday | $WDAY
CoStar Group | $CSGP
Rambus | $RMBS

[Marcos Milla @MarcosMillaYT]

Tom Lee sees the memory trade having a new cycle & not slowing down anytime soon…

$DRAM is seen as being buyable with the dips & pullbacks …

However, $DISK by Tema ETFs (in partnership with SemiAnalysis) could be a better memory ETF that is:

1) More Diversified than DRAM by RoundHill
2) Higher concentration NAND
3) Actively managed by a semiconductor-focused team in SemiAnalysis

If $DRAM is a $200 ETF …
Then $DISK is a $150 ETF…

Robots, Humanoids, & autonomous cars need memory…

You can’t call the end of the cycle….

I’d also argue that Sandisk $SNDK deserves an overweight position in a memory ETF like DISK.

[Sam Badawi @Sam_Badawi]

REITERATING THE BULL CASE

Okay... so let's set aside the fact that $NBIS has secured massive AI infrastructure commitments from hyperscalers.

The company has framework agreements worth up to $27B with $META over five years, a $19.4B infrastructure contract with $MSFT, and a $2B strategic equity investment from $NVDA.

What many people miss is that Nebius also has exposure to four businesses that could each become meaningful value creators and potentially provide future liquidity to help fund its capital-intensive AI infrastructure business. This sets it apart from $CRWV, $CIFR, $IREN, $APLD, and the rest...

If this is new to you, take a seat and listen:

1. ClickHouse - Nebius owns roughly 28% of one of the fastest-growing analytics database companies, competing with $SNOW and Databricks. Its latest Series D funding round valued the company at approximately $15B, making its stake worth roughly $4.2B.

2. Toloka - An AI data and model evaluation platform used by customers including $NET and $SHOP. The company is backed by investors including Bezos Expeditions, with former Microsoft AI executive Mikhail Parakhin serving on its board.

3. Avride - An autonomous driving company competing with $GOOGL Waymo, $AMZN Zoox, $TSLA Robotaxi, $UBER, $LYFT, and Nuro that continues expanding its autonomous ride-sharing and delivery operations across the U.S. and internationally.

4. TripleTen - An AI-focused education platform expanding across Latin America while helping enterprises train employees in software engineering, cybersecurity, data science, and AI skills.

[tobias @tobiastornros]

Karp thinks that Sweden has a real tech scene! GO SWEDEN!

[Freiformation @freiformation]

Ich laufe nachts durch einen Stadtpark in Polen. Junge Frauen kommen mir entgegen, gekleidet in Mini-Röcken. Es ist bereits nach 22:00 Uhr. Es scheint, als wäre das die absolute Normalität. Ich komme gerade aus Deutschland und kann diese Normalität kaum begreifen.
Selbst ein Kind spielt mit dem Ball, während die Mama sich freut. Der Stadtpark ist sauber und sicher. Ich denke an ein paar Tage zurück in Deutschland. Was bitte haben wir aus Deutschland gemacht? Was bitte haben wir aus unserer Heimat gemacht?

[Daniel @danielisdizzy]

$CRWV is one of the best buying opportunities in the market, now down 50% from its highs.

• $13B expected 2026 revenue (+153% YoY)
• $18B expected exit run rate by the end of 2026
• $99B backlog
• Expected to become profitable in 2027

One of the biggest reasons investors have sold the stock is its growing losses and heavy debt load. In Q1 alone, 25.8% of revenue went toward interest payments.

But as CEO Michael Intrator said:

“As we continue to build and scale the business, you will start to see an enormous acceleration of that leverage in the second half of 2026.”

“The losses are a function of the rate at which we’re growing.”

The market is focusing on today’s losses instead of tomorrow’s operating leverage.

[Bill Ackman @BillAckman]

An important read on the hyperscalers and why we are bullish.

[Tech Observer @J5jayfive]

$MU

I can’t begin to explain how important it is to follow the right people on X and discern who is an expert from who is just making stuff up.

Gavin Baker is an actual industry insider.