Eduardo

Not a financial advisor.
Tweets are not financial advice.

[tastylive @tastyliveshow]

@jschultzf3 Full video here: https://t.co/1nWyZgcqWt

[Peter Berezin @PeterBerezinBCA]

The AI bubble is primarily an earnings bubble rather than a valuation bubble. My report this week discusses the metrics investors should monitor to know when this bubble is about to burst.

Clients can read it here:

https://t.co/nPpZ5E1mas

[Theta Warrior @ThetaWarrior]

$MSFT Weekly explosive setup in the making. 🧨

[growyourpile @growyourpile]

How to Read the Put Selector (And Why It Matters) https://t.co/cL608a2i0U @Tony_BATtista

[Noah @antibearthesis]

$NVDA CEO is telling you to buy energy stocks

He is literally saying demand will 1000x

Stocks positioned to benefit:
- $CEG
- $VST
- $OKLO
- $BE
- $GEV
- $IREN​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​

“This is the best time in the history of humanity to invest in sustainable energy”

In 2025, he was early on semis and neoclouds:
- $NBIS at $22 → +600%
- $INTC at $23 → +500%
- $SNDK at $275 → +400%
- $CRWV at $40 → +200%
- $TSM at $240 → +80%

He’s not guessing. He’s showing you the roadmap.

Are you going to ignore him again?

[Patient Investor @patientinvestor]

Quality stocks trading near their 52-week lows:

Berkshire $BRK: -10%

Mastercard $MA: -17%

McDonald's $MCD: -19%

Moody's $MCO: -20%

AutoZone $AZO: -24%

S&P Global $SPGI: -27%

Home Depot $HD: -29%

Ferrari $RACE: -37%

Mercado Libre $MELI: -40%

[Mario Nawfal @MarioNawfal]

🇺🇸 Jamie Dimon, CEO of JPMorgan Chase, said it out loud:

Your kids will work 3.5 days a week. Live to 100. AI is going to cure cancer, stop car crashes, make new materials, save lives.

"Life will be better."

He's not a tech bro dreaming out loud. This man runs the money.

Video: @clashreport

[Tony Battista @Tony_BATtista]

LOVE this share!

[Lark Davis @LarkDavis]

In a CNBC interview Tom Lee said:

1. Stock market usually bottoms 10% into a war. World War 2 was 5 years, the market bottomed 5 months into the war

2. Now, the risk reward is good for stocks.

[Cassandra Unchained @michaeljburry]

In light of market events, I am making this article free for the next 24 hours.
Foundations: U.S. Market Structure & Value
Powerful Trends, Increasing Fragility & Coiled Tension
https://t.co/uMpi9k1hN0

[Tony is Trading @TFMTrades]

https://t.co/qKaS0w1YSY

[Tony is Trading @TFMTrades]

https://t.co/krER5pVFzv

[Ray Dalio @RayDalio]

https://t.co/tjmbT5ytUN

[Anp🅰️nman @spacanpanman]

$TE: 13F filings are still rolling in. A few notable large institutional buys from UBS (+3.9M), Vanguard (+3.8M), Renaissance Tech (+3.6M), BNP Paribas (+1.4M), Halter Ferguson (+1.3M), Goldman Sachs (+1.1M), and Geode (+815k)

The transition from orphan stock to institutional ownership is happening

[Investing visuals @InvestingVisual]

Best positioned businesses in the AI stack that are powering this tech revolution:

1 | Power: $GEV, $BE, $EOSE, $CEG, $NXT

2 | Chips: $NVDA, $AMD, $TSM, $ASML, $AVGO

3 | Data centers: $NBIS, $IREN, $CRWV, $ORCL, $ALAB

4 | AI models: $GOOGL, $MSFT, $META, OpenAI, xAI

5 | Software platforms: $PLTR, $NOW, $RBRK, $CRWD, $TEM

6 | AI apps and agents: $TSLA, $DUOL, $AXON, $GTLB, $PATH

[Advait Arora @WealthEnrich]

Morgan Stanley sees robotics growing from $91B today to $25T by 2050.
Adoption is already visible:
• Global robot installations have grown at ~13% CAGR since 2015
• Logistics automation capex is rising 20%+ annually
• Warehouses using robots see 25–30% productivity gains

[Investing visuals @InvestingVisual]

$AVGO vs $ORCL: two heavyweights in the AI infrastructure space.

[App Economy Insights @EconomyApp]

$AVGO Broadcom Q4 FY25 (Oct. quarter).

• Revenue +28% Y/Y to $18.0B ($0.6B beat).
• Non-GAAP EPS $1.95 ($0.08 beat).

Q1 FY26 guidance:
• AI semi revenue to double Y/Y to $8.2B.
• Revenue ~$19.1B ($0.8B beat).
• Adjusted EBITDA margin ~67%.

[The Kobeissi Letter @KobeissiLetter]

This chart is insane:

The current rally in Silver prices makes 2020 and 2008 look like a rounding error.

Now on track for the largest 12-month gain since 1979.

A new era of monetary policy is coming.

[StockCats @RealStockCats]

-20% off the top would probably feel like the collapse of Western Civilization, but $SPX would still be in an uptrend in a Bear Market