RamRood

[Marc Andreessen 🇺🇸 @pmarca]

https://t.co/puLXpatHvd

[Rand Group @randgroup]

🇺🇸 Trump's Updated Portfolio

[Hunter Allen @HunterAllen4]

$NOW is 1000$ stock trading 115$
$CRWD is a 2000$ stock trading 660$
$SMCI is a 250$ stock trading 45$
$OKTA is 500$ stock trading 122$
$AAOI is a 900$ stock trading 180$
$ZETA is 200$ stock trading 22$
$OCTV is a 150$ stock trading 18$
$EOSE is a 110$ stock trading 8$
$RDW is a 150$ stock trading 18$
$INFQ is 175$ stock trading 17$
$UMAC is a 200$ stock trading 28$
$SATL is a 80$ stock trading 8$
$HIVE is a 50$ stock trading 4$
$IMSR is a 85$ stock trading 8$
$SMR is 120$ stock trading 12$
$LAES is a 45$ stock trading 3.50$
$CGNT is a 135$ stock trading 9$
$ELMT is a 100$ stock trading 19$
$VELO is a 150$ stock trading 18$
$DDD is a 35$ stock trading 3$
$GRRR is a 90$ stock trading 18$
$TSSI is a 165$ stock trading 13$
$SAIL is a 130$ stock trading 17$
$NTSK is a 120$ stock trading 10$
$FLNC is 155$ stock trading 140$
$RZLV is a 35$ stock trading 2.50$
$ASPI is a 90$ stock trading 8$
$RR is a 30$ stock trading 2.60$
$CPSH is a 85$ stock trading 8$
$OCC is a 160$ stock trading 14$
$VIVO is a 45$ stock trading 5$
$CRDO is a 600$ stock trading 200$
$QBTS is a 200$ stock trading 27$
$USAR is a 150$ stock trading 27$
$NNE is a 120$ stock trading 26$

Don’t miss these x fam.
These are the dips.
They were all down 9/10% today.

Bookmark. Repost. Subscribe 1$
Check back in 5 years.
Take risks.

[Ethan Walker @MajidTulsh32058]

Jensen Huang literally showed investors where the money is going.
The AI trade isn't one stock.
It's a 5-Layer AI Cake:
⚡ Energy:
$BE $GEV $PWR $AMPX $VICR $VST $NVTS $BWXT $CEG $UEC $CCJ
🧠 Chips:
$NVDA $TSM $INTC $AVGO $AMD $ASML $ARM $MRVL $AAOI $AXTI $COHR $MU $SNDK $STX $OPTX
$LITE $ICHR $AEHR $WDC
🏗️ Infrastructure:
$NBIS $IREN $CRWV $APLD $VRT $DELL $HPE $ORCL
🤖 Models:
$GOOGL $META $AMZN $TSLA
🚀 Applications:
$NOW $PLTR $DOCN $SNOW $NET$FSLY $INOD

Every AI dollar flows through this stack:
Energy → Chips → Infrastructure → Models → Applications

[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

[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.

[Ray Myers @TheRayMyers]

8️⃣ Undervalued Stocks

1. Micron

Country: US
Industry: Memory
Ticker: $MU
Market Cap: $964B
EBITDA Margin: 63%
ROIC: 32%
FWD P/E: 8
2028 Revenue CAGR: 50%
2028 EPS CAGR: 73%

[Fiscal.ai @fiscal_ai]

Here's Leopold Aschenbrenner's top holdings according to his latest 13-F:

1. Bloom Energy $BE: 23.7%
2. Sandisk $SNDK: 19.6%
3. CoreWeave $CRWV: 15%
4. IREN Limited $IREN: 10.8%
5. Core Scientific $CORZ: 10.5%

[Glory of Mind @GloryOfMind]

10 things to do with your parents before it’s too late:

-Thread-

[Compounding Quality @QCompounding]

10 Golden Investing rules of Peter Lynch:

[Brian Feroldi @BrianFeroldi]

Warren Buffett: Great vs. Good vs. Gruesome

[Rohit @ai_rohitt]

🚨 BREAKING: Claude can now build your retirement plan like a Vanguard $500/hour wealth consultant (for free).

Here are 5 insane Claude prompts that replace your retirement advisor, tax consultant, and investment strategist.

(Save for later.)

[Inspiration Wiz @Inspirationwiz]

Stoicism 5 Principles to become unshakeable :

[The Claude Portfolio @theaiportfolios]

For transparency sake, here's the $50K it is managing

And for those interested in investing alongside the portfolio

We got you🤝

We listed it on Autopilot where you can connect your broker & do just that

https://t.co/7u8oafAsvA

The newest picks are coming in soon

[Words of Wise | Mindset Coach @Wordofwise_]

8 Skills that Pay Off Forver:

[Wisdom Stoics @WisdomStoics]

THE 5 MOST FAMOUS LAWS IN THE WORLD:

1. Murphy Law

[Words of Wise | Mindset Coach @Wordofwise_]

How to be in Top 1 %.

[RamRood @ram_rood]

@LNtees23 @dfsabreu @wingzbm Drop it here thanks

rs2dgzYeqYqsk8bvkQR5YPyqsXYcA24MP2
Memo 709368

[Falcon Thoughts @_FalconThoughts]

People with checklists complete their work 40% faster

But 99% of them are making their checklists wrong.

Here's how to do it right: (Using psychology)

[Words of Wise | Mindset Coach @Wordofwise_]

How to Learn Anything Faster;