Robert

[Shay Boloor @StockSavvyShay]

KEY LEVELS TO WATCH FOR POPULAR STOCKS

• Bullish: $AMD, $MU, $NBIS, $CIFR, $HIMS
• Hold: $NVDA, $AVGO, $HOOD, $AEHR, $RKLB, $SOFI, $AAOI
• Bearish: $TSLA, $PLTR, $ONDS, $OKLO, $ASTS, $IONQ, $OPEN, $IREN

[Felix Prehn 🐶 @felixprehn]

NVIDIA was $10 in 2022. Palantir was $8 in 2023. Both went up 20x times.

While everyone’s buying the same popular tech stocks…

There are 5 companies that nobody talks about, but could hit similar returns as NVIDIA & Palantir.

Here's what they are:🧵

[AdiiX @adiix_official]

AMD CEO Lisa Su just killed Nvidia’s $4,000 AI box with a $1,499 lunchbox.

She walked on stage, held it in one hand, and ran a 235 billion parameter model live. No data center. No cloud. No rented GPU.

The chip inside is something nobody saw coming. AMD’s Ryzen AI Max+ 395 is the first x86 silicon where CPU and GPU share the same 128GB of memory. That single trick lets a desktop run models that used to need a server rack.

Out of those 128GB, Linux hands the GPU 110GB to play with. For context, an RTX 5090 gives you 32GB. A 4090 gives you 24. This box gives you more than three times either of them, in a chassis the size of a thick paperback.

The benchmark that broke the room: this chip beat an Nvidia RTX 5080 by more than 3x on DeepSeek R1 inference. A $1,499 lunchbox outrunning a $1,000 discrete graphics card on a real AI workload. Nvidia spent a decade convincing the world you needed their hardware for serious AI. AMD just put that on a desk for half the price.

Here is what nobody is telling you. A heavy AI user right now pays $200 for Claude Code Max, $200 for ChatGPT Pro, $20 for Cursor, $20 for Gemini. That is $5,280 a year leaving your account. The box pays itself off in 9 months and then runs free for the rest of its life.

Install Ollama. Pull Qwen3 235B. Point Claude Code at localhost. Same interface you already use, except now nothing leaves your machine, nothing costs per request, and no company throttles your usage at 3am when you finally have time to build.

This is the moment every AI subscription becomes optional. Lawyers stop fearing OpenAI leaks. Developers stop watching the token meter. Founders stop renting H100s for prototypes that never ship because the bill scared them.

The first thousand people to figure this out will own the next two years of private AI consulting.

Save this, and read the full breakdown article below you are watching the next shift hit before everyone else does.

[Mike Investing @MrMikeInvesting]

The largest buying opportunity since March is officially here…

These are the 8 stocks you need to load on this pullback along with their EOY targets:

1. $NOW at $100 & will be $180+
2. $MRVL at $280 & will be $400+
3. $ORCL at $180 & will be $320+
4. $INTC at $115 & will be $180+
5. $NVDA at $205 & will be $255+
6. $QCOM at $200 & will be $340+
7. $ASTS at $100 & will be $180+
8. $RKLB at $120 & will be $210+

Those who take advantage of this pullback are going to set themselves up for success.

Don’t miss out…

[Seth Klarman @robertl1989]

Even with fear hitting the U.S. stock market, NVIDIA CEO Jensen Huang, President Trump, and Elon Musk — the world’s richest man — are still bullish on the chip sector. My playbook for next week:

1. $NVDA —— Buy at $196
2. $AMD —— Buy at $420
3. $AVGO —— Buy at $360
4. $MRVL —— Buy at $238
5. $MU —— Buy at $780
6. $INTC —— Buy at $88
7. $TSM —— Buy at $390
8. $ASML —— Buy at $1,530
9. $AMAT —— Buy at $420
10. $KLAC —— Buy at $1,780
11. $ARM —— Buy at $305
People ask, “Why don’t you charge?” I’ve made enough. Sharing is my passion — that’s why I post for free.

[David Kostin @DavidKostinx]

Panic selling is hitting U.S. stocks. My playbook is simple: follow where the U.S. President is positioning — and buy AI names.

$NVDA — Buy at $196
$MSFT — Buy at $400
$AVGO — Buy at $360
$AMD — Buy at $420
$GOOGL — Buy at $350
$AMZN — Buy at $232
$META — Buy at $555
$ORCL — Buy at $196
$PLTR — Buy at $118
$MU — Buy at $780
People ask, “Why don’t you charge?” I’ve made enough. Sharing is my passion — that’s why I post for free.

[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

[Michael | Hypermarkets @itsmichaelluu]

When $SPY crashes 10%-20% this summer, everything will be on sale.

Add these 16 stocks for the reversal of a lifetime:

1. $NOW — AI automates every enterprise workflow at scale
Buy zone: $85–$100 | Near 52-week lows, massive AI re-rating

2. $BE — Fuel cells powering AI data centers off the grid
Buy zone: $200–$220 | $ORCL deal de-risks demand story

3. $ASTS — Satellite broadband direct to your phone, globally
Buy zone: $65–$70 | Post-earnings flush, thesis intact

4. $GOOG — Gemini + TPUs + Search = AI moat unmatched
Buy zone: $300–$320 | Key support, 52-week low area

5. $LITE — Optical switches are the nervous system of AI
Buy zone: $600–$700 | Pulled back from $1,000+, still growing 85% YoY

6. $MU — HBM memory is the oxygen inside every AI server
Buy zone: $700–$750 | Key support after Broadcom-induced selloff

7. $SNDK — NAND flash storage exploding on AI inference demand
Buy zone: $1,100–$1,200 | Bull flag on the weekly chart

8. $TE — Data center power infrastructure, critical AI backbone
Buy zone: $6–$7 | Oversold, government energy tailwinds building

9. $RKLB — Launch provider + space systems for AI-connected satellites
Buy zone: $80–$90 | Pulled back hard, $816M SDA contract intact

10. $AAOI — 800G transceivers shipping to hyperscalers at scale
Buy zone: $120–$130 | Volatile beta, best entry on deep dips

11. $NVDA — Designs the GPUs that run every AI model on earth
Buy zone: $165–$175 | 52-week support zone, Jensen demand still intact

12. $ONDS — Drones + autonomous rail powering AI-enabled defense
Buy zone: $7–$8 | Near prior base breakout level

13. $IONQ — Trapped-ion quantum computers for post-classical AI computing
Buy zone: $27–$40 | 52-week range low, government funding tailwind

14. $AMD — EPYC + MI300X chipping away at NVDA's AI market share
Buy zone: $350–$360 | Key technical support from prior consolidation

15. $ARM — Architecture inside every AI chip ever designed
Buy zone: $220–$240 | Pulled back from highs, royalty model scales forever

16. $ORCL — Cloud infra + AI database layer for the enterprise
Buy zone: $130–$140 | Near 52-week lows pre-earnings catalyst

Remember, when $SPY sells off, you should the strong companies and hold for a massive move back towards $820+ by year end.

♻️ RESHARE this post and write 1 comment, I'll DM you my $SPY contract I'm getting for 1000% winner

[Justin Banks @RealJGBanks]

The next 5-10 years will RETIRE you.

MILLIONAIRES will be made from the AI super cycle build out.

Here’s how I and those following me will position:

2026–2027: AI Infrastructure Boom

Money floods into chips, memory, networking, photonics, data centers, cooling, and compute capacity.

AI Chips: $NVDA $AMD $AVGO $MRVL $INTC
Memory: $MU $SNDK $WDC
Photonics: $GLW $AAOI $NVTS
AI Infrastructure: $VRT $SMCI $DELL $NBIS $IREN

2028–2030: The Power Bottleneck

It becomes a grid, power, copper, uranium, and domestic supply chain story.

Grid: $ETN $PWR $HUBB $VRT
Electrification: $GEV $TE $ALB $SQM
Copper: $FCX $TECK $SCCO
Rare Earths: $MP $CRML $USAR $TMRC
Nuclear: $UUUU $SMR $OKLO

2030+: The Application Layer

Robotics: $TSLA $SERV $SYM
Autonomy: $ACHR $JOBY
Defense: $LMT $PLTR $KTOS $AVAV
Space: $RKLB $ASTS $LUNR $PL $BKSY

I’m trying to help you position and become a MILLIONAIRE. I will make sure it happens.

[amit @amitisinvesting]

A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.

Here's a full recap:

1. Dell $DELL says customer conversations around AI infrastructure are increasingly multi-year in nature, with 3-, 4-, and 5-year discussions already underway. The company said it is seeing budgets grow, spending shift toward AI, and expects to exit the year with a meaningful backlog heading into next year. The momentum is showing up in the numbers too: Dell beat revenue expectations by $8 billion, raised its FY revenue guide by $10 billion, beat EPS by 68%, and lifted its FY EPS guide by 25%. The stock was up 40% after hours.

2. Software stocks $PLTR, $ZETA, $DDOG, $SHOP, $SNOW, $NOW, $RDDT are surging on the same day Anthropic announced a massive new fundraise and released a new model. The “AI is destroying software” narrative may be starting to break as usually during a new Anthropic release, software names are punished.

3. Anthropic has raised $65 billion in a Series H round, valuing the company at $965 billion post-money. The financing was led by Altimeter, Dragoneer, Greenoaks, and Sequoia, and includes $15 billion of previously committed hyperscaler investments, including $5 billion from Amazon. Anthropic also said its run-rate revenue crossed $47 billion earlier this month. For context, the company was valued at $380 billion in February after raising $30 billion.

4. Apollo $APO and Blackstone $BX are reportedly marketing a roughly $36 billion debt financing package to help fund Google TPU chips for Anthropic, according to Bloomberg. The deal would use a special purpose vehicle to purchase the TPUs and then lease them back to Anthropic for its AI infrastructure needs. Broadcom $AVGO, which works with Google on TPU development, is also reportedly helping backstop payments tied to the largest senior portions of the financing.

5. Axios reported today that U.S. and Iranian negotiators have reached a 60-day MOU to extend the ceasefire and begin nuclear talks, though President Trump has not yet given final approval. The draft agreement would make shipping through the Strait of Hormuz “unrestricted,” require Iran to remove mines within 30 days, and gradually lift the U.S. naval blockade as commercial traffic is restored. The MOU also includes Iran committing not to pursue a nuclear weapon, with future talks expected to focus on highly enriched uranium, enrichment activity, sanctions relief, and frozen funds.

6. Cboe $CBOE has received SEC approval to offer extended-hours trading for certain stock options, with pre-market and post-market options trading set to launch on July 13.

7. The Trump administration is pursuing new funding deals with drone companies, potentially including equity stakes, in an effort to boost domestic production and bring down costs. The Pentagon’s Office of Strategic Capital, which has $210 billion in lending authority, is reportedly vetting companies including Performance Drone Works and Neros Technologies. The push aligns with the Pentagon’s $1.1 billion Drone Dominance program, which aims to produce 300,000 low-cost attack drones $RCAT $KTOS $AVAV $ONDS by the end of 2027.

8. Robinhood $HOOD was up 10% today after Trump Accounts went live, a new type of tax-advantaged investment account designed to help eligible American children build long-term financial security from an early age. Under the plan, eligible children born from 2025 through 2028 would receive an initial $1,000 contribution from the U.S. Treasury, while family, friends, and employers could collectively contribute up to $5,000 annually.

9. Retail investors took profits last week, selling $1.1 billion in equities for their largest weekly outflow of the year after three straight weeks of buying. Single stocks drove the selling, with $1.7 billion in outflows, while equity ETFs still saw $571 million in inflows. Meanwhile, institutions bought $219 million and hedge funds added $686 million, reversing from $4.6 billion in sales the prior week. Overall, investors sold $1.9 billion of single stocks and bought $1.6 billion of equity ETFs.

10. Blue origin had an explosion today at a launch site, they wrote: "We experienced an anomaly during today's hotfire test. All personnel have been accounted for. We will provide updates as we learn more." Elon Musk responded with "Sorry to see this, I hope you recover quickly," as Bloomberg also is reporting that $SPCX may be targeting a lower valuation from $2T to $1.8T. The IPO is set for June 12th.

11. U.S. preliminary Q1 GDP came in at +1.6%, below estimates of +2.0%. PCE rose 0.4% MoM versus 0.5% expected and 3.8% YoY, in line with estimates. Core PCE rose 0.2% MoM versus 0.3% expected and 3.3% YoY, in line with estimates. Initial jobless claims came in at 215K, slightly above expectations of 211K.

12. Investor home purchases fell 6% YoY in Q1 to the lowest level since 2020, according to Redfin, as higher rates, insurance, taxes, maintenance costs, and cooling rents pressured returns. The Bay Area was the exception, with purchases up 19% in San Francisco and 12% in San Jose, helped by AI-driven housing demand.

WALL STREET IS THE GREATEST SHOW ON EARTH.

[Brandon Hong @brandank_cr]

Every billionaire fund manager I know told me not to post this.

This is the only video online that gives every detail of my positions & trading system that has publicly generated 9 figures in returns this year

And anyone can replicate it.

The industry standard has always been to gatekeep alpha, but I believe in returning the same value that I've been given by mentors over the years

The AI trade is too generational for me not to help as many as possible achieve insane wealth

[ThiccTeddy @ThiccTeddy]

3 INCREDIBLE SWING TRADING STRATEGIES

1) The 3 Amigos🤺
2) 200sma Flip📈
3) Basic Reversal Structure🔀

[Value Investing Edge @StonkValue]

AI power demand is becoming one of the biggest AI Bottleneck of this decade.

Goldman Sachs predicts that power demand could surge 200% by 2030.

Power Generation
$VST — Vistra Corp.
$CEG — Constellation Energy
$NEE — NextEra Energy
$D — Dominion Energy
$GEV — GE Vernova

Nuclear
$OKLO — Oklo Inc.
$NNE — Nano Nuclear Energy

Grid, Electrification
$ETN — Eaton Corp.
$POWL — Powell Industries
$HUBB — Hubbell Inc.
$ATKR — Atkore Inc.

Data Center Infrastructure
$VRT — Vertiv Holdings
$FIX — Comfort Systems USA
$EME — EMCOR Group
$PWR — Quanta Services
$MTZ — MasTec

Fuel Cells / Hydrogen
$BE — Bloom Energy
$PLUG — Plug Power
$FCEL — FuelCell Energy
$BLDP — Ballard Power Systems
$HYLN — Hyliion Holdings
$GNRC — Generac Holdings

Energy Storage
$FLNC — Fluence Energy
$EOSE — Eos Energy Enterprises

Solar Energy
$TE — T1 Energy

Bookmark for research and invest in the best ones!

[spacemonkey @spacemnke]

I spent my Sunday mapping the setups that matter most this shortened week. Tech is still leading this market. Software earnings may decide what happens next.

$QCOM is setting up above 242.
$ASTS continues to show momentum in the space trade.
$ZS software earnings could shift the tone for the entire group.

Here’s the watchlist and recording:

$SPX: Healthy week overall. Reclaimed the 9-day and pushed back above 7500 before fading into Friday’s close. Trend remains intact. A higher low here could set up another breakout attempt above 7500.

$QQQ: Still rangebound between roughly 695 and ATHs near 722. Tech leadership remains intact, but there’s a mild double top warning if momentum stalls.

$IWM: Constructive range near highs. 270 double bottom held perfectly. Not bearish at all. Still one of the cleaner consolidation setups if rates cooperate.

$BTC #BTC: No trade for now. Sitting below major moving averages. Needs 84–85K reclaim before momentum becomes interesting again.

$SMH: New ATH Friday despite $NVDA weakness. Semiconductor rotation remains alive. Above 583 opens the door toward 600.

$AAPL: Extremely strong. Multiple new highs. 303 is first warning. 300 is must-hold. As long as buyers defend breakout levels, trend remains intact.

$MSFT: Harder trade, but very large cup-and-handle structure. Above 530 opens 542. Bigger breakout potential if momentum follows.

$AMZN: One of the better big tech setups. Friday was a clean backtest of breakout trendline. Above 270 gets interesting quickly.

$GOOGL: Looking tired. 380 reclaim could trigger failed breakdown reversal. Otherwise, not much here.

$TSLA: Interesting setup. 420 and 435 are the key levels. Above 435 opens gap-fill toward 442.

$NVDA: Weak post-earnings reaction. Pulling back into prior breakout zone around 215–217 and the 20-day. Needs to hold that area.

$AMD: New ATH Friday but failed to hold the move. Above 470 could re-ignite momentum.

$AVGO: Large range consolidation. Harder trade for now.

$NVTS: One of the cleaner semiconductor momentum setups. One-time framing higher. Above 30 keeps continuation alive.

$DELL: Fantastic structure. 298 opens 300. Above 300 could accelerate.

$QCOM: One of the cleaner setups this week. 242 breakout opens 248–250.

$RGTI: Quantum momentum remains alive. Above 27 opens 30+.

$QBTS: Similar quantum continuation setup.

$AXTI: One of the strongest photonics names right now. Clear leadership.

$AAOI: Laggard vs AXTI but above 193 opens 200.

$LITE: Looking constructive. 1000 reclaim could trigger momentum.

SWKS: Quiet semiconductor strength. Above 83.50 opens 92, then potentially 100.

LUNR: One of the stronger space setups. Above 38.30 opens continuation.

$RKLB: Failed breakout Friday. Above 140 becomes interesting again.

$ASTS: Strong recovery. Hold 100, break 108, and momentum could continue toward ATHs.

$SMTC: Big Friday move but messy close. Harder setup.

$ZS: Big software earnings this week. Important for group sentiment.

$CRWD: Extremely strong. New ATH continuation setup.

$PANW: Beautiful one-time framing higher. Momentum remains intact.

$NET: Laggard, but could benefit if software earnings surprise positively.

$DDOG: Monster move. Gap never backtested. Momentum remains very strong.

$SNOW: Earnings this week. Worth watching.

ON: Quiet strength.

$FSLR: Solar remains hot. Above 260 opens 300 potential.

$ENPH: Vertical momentum move. Needs continuation.

$ARM: Monster breakout from prior balance. Hold 300 and continuation remains alive.

$MRVL: Grinding higher. 200 is the key breakout.

NOW: Holding 100 well. Trump positioning narrative still in play.

$LLY: Strong above 1000. 1070 breakout could open ATH move.

$INTC: Looks ready. Above 123 could trigger fresh highs.

LRCX: Strong breakout. Holding above 300 keeps dip-buy thesis alive.

$GS: Strong breakout and leadership among banks.

$JPM: Reclaiming key moving averages.

MS: New ATHs. Very strong bank setup.

$IBM: Needs reclaim above 260.

$MU: Ugly Friday reversal. Harder trade for now.

$SNDK: Better than MU. Above 1530 gets interesting.

$WDC: Looking constructive. Above 490 could move toward 500.

$COST: Big move but sold off. Harder setup.

WMT: Ugly post-earnings reaction.

TGT: Holding gains better. Above 128 becomes interesting.

If you like this, then ❤️ it!

sm

[Sunil Gurjar, CFTe @sunilgurjar01]

22 TECHNICAL ANALYSIS TOPICS YOU NEED TO LEARN.

Bookmark it.

1. Fibonacci Retracements
2.Breakouts
3.Reversal
4.Elliott Wave
5.Fair Value Gap
6.Candlesticks
7.Heikin Ashli
8.Moon Phases
9.Renko
10.Harmonic Patterns
11. Support and resistance
12.Dynamic Support and resistance
13.Trend lines
14.Gann Angles
15.Momentum Indicators
16.Oscillators
17.Divergence
18.Volume
19. Supply &Demand
20. Market Structure
21.BOS
22.CHOCH

#trading

[Jason Luongo @JasonL_Capital]

Do not buy LEAPs without knowing these 5 rules.

Most people treat them like lottery tickets. Buy cheap, far OTM, and hope.

LEAPs are a precision tool. Here's how to use them right:

[Justin Banks @RealJGBanks]

Those who follow me will be able to RETIRE in the next 5 years.

You must know how the AI cycle will be built out and positioned early.

This is how the next decade builds out:

2026–2027:
AI demand accelerates.

Capital floods into:
AI chips, memory, infrastructure, power, and data capacity.

AI: $NVDA $AMD $AVGO $MRVL
Memory: $MU $SNDK $WDC
AI Infrastructure: $VRT $SMCI $NBIS $IREN

2028–2030:
Power demand becomes the biggest story in the market.

The world races to upgrade grids, secure materials, and build domestic supply chains.

Energy Grids: $VRT $ETN $PWR $HUBB
Electrification: $ALB $SQM $TE $GEV
Copper/Grid: $FCX $TECK $SCCO
Rare Earths: $MP $CRML $USAR $TMRC
Uranium/Nuclear: $UUUU $SMR $OKLO

2030+:
The applications layer scales globally.

Robotics, autonomous systems, defense tech, and the Space Economy become critical infrastructure.

Robotics: $TSLA $SYM $PATH
Autonomous Mobility: $ACHR $JOBY
Defense: $LMT $NOC $KTOS $AVAV
Space Economy: $RKLB $ASTS $LUNR $PL $BKSY

Most people will be lost.

I will help you position for an entire economic future.

[Lin @Speculator_io]

The SpaceX Ecosystem

Control: $TSLA
Competitors: $RKLB $FLY $ASTS
Suppliers: $STM $FLTCF $VELO $CPSH
Partners: $PL $SATS $AMZN
Starlink: $TMUS $QCOM
Investors: $GOOGL $BAC $DXYZ $XOVR $VCX

[Lin @Speculator_io]

Companies invited to join Trump’s trip to China:

$MU Micron
$COHR Coherent
$QCOM Qualcomm
$CSCO Cisco
$BA Boeing
$ILMN Illumina
$AAPL Apple
$C Citigroup
$GS Goldman Sachs
$BLK BlackRock
$TSLA Tesla
$GE GE Aerospace
$V Visa
$META Meta
$MA Mastercard
$BX Blackstone