Smith

[Smith @rob_e89rtosmit]

Stocks to Watch in July
$NVDA —195 → 298
$TSLA — 393 → 688
$PLTR— 129 → 228
$AMD— 518 → 728
$HOOD —113 → 168
$COIN — 165 → 268
$OKLO — 52 → 88
$IONQ- 49 → 82
$RKLB— 100 → 168
$ASTS — 85 → 148
See my full portfolio + every trade in bio.

[Smith @rob_e89rtosmit]

Shige Fujimoto's Stock Investment Rules
1. 5% decline → Do nothing
2. 15% decline → Buv an additional 10%
3. 25% decline → Buy an additional 25%
4. 25% rise → Sell 10%
5. 35% rise → Sell 20%
6. 45% rise → Sell 30%
7. 60% rise → Sell 40%
8. 100% rise → Sell all

[Smith @rob_e89rtosmit]

HE FRICKIN DID IT AGAIN
SO FAR HE CALLED:
$INTC AT $20 → +600%
$DELL AT $230 → +90%
$MU AT $740 → +70%
NOW HE'S CALLING: $DELL AGAIN AT $400
"GO OUT AND BUY A DELL COMPUTER"
HAVE YOU LEARNED YOUR LESSON YET?

[Smith @rob_e89rtosmit]

Big stack, but strategy is evolving. bitcoin:native

[Michael Saylor @saylor]

Strategy has sold 3,588 $BTC for $216 million to fund dividends on our Digital Credit securities. As of 7/5/2026, we hodl ₿843,775 in our BTC Reserves and $2.55 billion in our USD Reserves. https://t.co/Cssgz29Psj

[Smith @rob_e89rtosmit]

Bitcoin has won. Global consensus is that bitcoin:native
is digital capital. The four-year cycle is dead. Price is now driven by capital flows. Bank and digital credit will determine Bitcoin’s growth trajectory. The biggest risk is bad ideas driving iatrogenic protocol changes.

[Smith @rob_e89rtosmit]

Just 1 year ago:
$NVDA Nvidia was $92 (now $207)
$MU Micron was $72 (now $1,223)
$SNDK Sandisk was $32 (now $2,239)
$RKLB Rocket Lab was $18 (now $98)
$AMD AMD was $78 (now $539)
Told you to buy, but you didn't know me! Don't worry you know me now

[Smith @rob_e89rtosmit]

HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $SNDK +635%
2. $AAO|+247%
3. $AEHR +247%
4. $AXTI +246%
5. $MU +242%
6. $INTC +226%
7. $PENG +214%
8. $DELL +213%
9. $WDC +213%
10. $TWST +213%
11. $BE +212%
12. $MRVL +189%
13. $ARM +188%
14. $DOCN +171%
15. $NBIS +158%

[Smith @rob_e89rtosmit]

A must-buy before July 15.
$SOFI — Buy at $18.24
$IREN — Buy at $38.82
$RKLB — Buy at $100.46
$NOK — Buy at $12.07
$ASTS — Buy at $85.13
People often ask why I don’t monetize this stock sharing is just a hobby for me. I’m financially comfortable, so I share freely.

[Smith @rob_e89rtosmit]

Bitcoin Price on 4th of July
2010: $0.01
2011: $15
2012: $7
2013: $77
2014: $640
2015: $260
2016: $670
2017: $2,600
2018: $6,580
2019: $11,765
2020: $9,080
2021: $34,975
2022: $19,750
2023: $31,050
2024: $58,660
2025: $108,100
2026: $62,500

[Smith @rob_e89rtosmit]

Buy credits, jumpstart your apps, and track usage in real-time — all from the sleek new Developer Console.

[Smith @rob_e89rtosmit]

This is how the largest stocks in the world have performed over the last decade
Nvidia $NVDA +16,602%
Apple $AAPL +1,187%
Google $GOOGL +919%
Microsoft $MSFT +663%
Taiwan Semi $TSM +1,536%
Broadcom $AVGO +2,237%
Meta Platforms $META +410%
Tesla $TSLA +2,626%
Micron $MU +7,705%

[Smith @rob_e89rtosmit]

$META is a $2000 stock trading at $590
$NOW is a $300 stock trading at $105
$TSLA is a $100 stock trading at $405
$ZETA is a $100 stock trading at $21
$SOFl is a $80 stock trading at $18
$CELH is a $100 stock trading at $33
$PLTR is a $250 stock trading at $130

[Smith @rob_e89rtosmit]

I'm only going to say this once: this is my outlook for next week
Bullish:
$DIS $FIG ~ $PLTR ~ $NVO ~ $RKLB ~ $AAPL ~ $ISRG ~ $VRTX ~ $SPGI ~ $MCD -
Hold:
$IBM ~ $MSFT ~ $NOW ~ $NBIS
Bearish:
$SNDK ~ $WDC ~ $AMD ~ $DELL ~ $MRVL ~ $COHR ~ $LITE ~ $TER ~
$KLAC ~ $LRCX

[Smith @rob_e89rtosmit]

I'm 60 years old and retired from JPMorgan. My monthly income is $105,000. My July advice:
$PLTR (Palantir) — Don't buy
$LITE (Lumentum) — Don't buy
$FUTU (Futu Holdings Ltd) — Don't buy
$NVDA (NVIDIA) — Buy at $180-$188
$MU (Micron Technologys) — Buy at $958-$968

[Smith @rob_e89rtosmit]

WE ARE IN AN AI TRADE BEAR MARKET
(% from ATH)
$CRWV $81 -55%
$AAOI $117 -47%
$IREN $38 -44%
$LITE $725 -31%
$NBIS $209 -30%
$CLS $322 -30%
$GLW $199 -26%
$ARM $318 -26%
$MRVL $245 -25%
$SNDK $1767 -25%
$TER $373 -23%
$MU $967 -21%
WHAT ARE YOU BUYING??

[Smith @rob_e89rtosmit]

BREAKING: ABSOLUTE BLOODBATH
1,500,000,000,000.00 HAS BEEN WIPED OUT FROM THE CHINESE STOCK MARKET TODAY!
CHINA IS NOW AGGRESSIVELY DUMPING U.S. TREASURIES IN A DESPERATE ATTEMPT TO STOP THE MARKET COLLAPSE.
THIS IS NOT LOOKING GOOD FOR GLOBAL MARKETS...

[Smith @rob_e89rtosmit]

WE ARE IN AN AI TRADE BEAR MARKET
(% from ATH)
$CRWV $81 -55%
$AAOI $117 -47%
$IREN $38 -44%
$LITE $725 -31%
$NBIS $209 -30%
$CLS $322 -30%
$GLW $199 -26%
$ARM $318 -26%
$MRVL $245 -25%
$SNDK $1767 -25%
$TER $373 -23%
$MU $967 -21%
WHAT ARE YOU BUYING??

[Smith @rob_e89rtosmit]

BREAKING:
THE BEST INVESTOR IN HISTORY, WARREN BUFFETT, JUST SHARED HIS NEW POSITIONS:
$DAL: $2.65 BILLION $SHAZ: $54.1 MILLION $GOOG: $1.03 BILLION $TE: $85.6 MILLION
THIS MAN TURNED $100 INTO $149 BILLION BY INVESTING IN STOCKS AND COMPANIES
HE DEFINITELY KNOWS SOMETHING!

[Smith @rob_e89rtosmit]

These 8 stocks could create generational wealth in H2 2026.
1: Ouster ~ $OUST
2: ServiceNow ~ $NOw
3: One Stop Sys ~ $OSS
4: RobinHood ~ $HOOD
5: UiPath ~ $PATH
6: Nebius ~ $NBIS
7: Rocket Lab ~ $RKLB
8: Palantir ~ $PLTR
Save this list—you’ll thank yourself later this year.

[Smith @rob_e89rtosmit]

WHAT'S INSIDE TRUMP'S DISCLOSED $3.8B PORTFOLIO
• Real estate & golf (37%)
• Stocks (19%) including $AAPL, $NVDA, $GOOGL, $NVDA, $AVGO, $MSFT $AVGO, $META & $TSLA
• ETFs & funds (5%) including $SPY, $VIG, $SPHQ & $IGM