Rupu Sharma

✋Here to learn by questioning every tweet | Good Vibes 🙏

[Michael | Hypermarkets @itsmichaelluu]

HYPERMARKET WATCHLIST FOR June 8, 2026

$SPY crash continuation or massive reversal

1. $TSLA — $391 Robotaxi + FSD rerating hasn't happened yet; patient money wins Jan 2027

2. $MU — $864 ATH was $1,089 just on June 3; HBM4 demand cycle just starting, buy dips

3. $DRAM — $55 Pure-play memory ETF, MU + SNDK + Samsung in one; AI memory bottleneck secular story intact

4. $AVGO — $386 Record revenue, 143% YoY AI chip growth, $100B+ FY27 guide reiterated sold off purely on no upside surprise; this is the buy

5. $DELL — $394 AI server revenue up 757% YoY; pulled from $469 ATH on macro fear, not fundamentals

6. $HPE — $49 Just posted strongest AI server quarter ever, 40% revenue growth YoY; tape is disrespecting the print

7. $NVDA — $205 52-week low $140, high $236; Jensen in South Korea closing deals while market panics

8. $IREN — $54 $NVDA owns call options at $70/share; $NVDA partnership is structural floor

9. $INFQ — $17 Quantum computing pure play, early stage; sub-$15 is an accumulation zone Jan 2028 LEAPS

10. $NOW — $112 $30B revenue target by 2030, analyst avg PT $180; beaten down SaaS with real AI monetization

11. $IBM — $305 ATH just hit June 1 at $320; quantum + hybrid cloud re-rating still early

12. $MRVL — $316 Jensen Huang saying MRVL could be a trillion-dollar company; custom ASIC moat is massively underpriced

13. $PLTR — $143 52-week range $122–$207; defense AI spend is multi-decade; dips to $130 are gifts

14. $META — $593 52-week high $796; cheapest Mag7 on forward P/E, more selling probably

15. $MSFT — $417 ATH was $539; Copilot + Azure AI monetization narrative still strongest in enterprise

♻️ RESHARE this post and write 1 comment, I'll DM $ORCL earnings play for 1000%. Earnings is on June 12.

[InvestmentGuru @InvestmentGuru_]

15 sectors defining the next decade of investing

The megatrend map.

1. AI
$NVDA · $PLTR · $APP
The infrastructure king, the data layer, and the monetization engine. Three different ways to own AI.

2. Chips
$AMD · $AVGO · $MU
Compute, custom silicon, and memory. The full semiconductor stack.

3. Space
$RKLB · $ASTS · $PL
Launch infrastructure, satellite broadband, and geospatial intelligence. Pre-SpaceX IPO re-rating still unfolding.

4. ₿ Crypto
$COIN · $MSTR · $GLXY
Exchange infrastructure, BTC treasury play, and mining leverage. Three different risk profiles.

5. Energy
$VST · $NEE · $FSLR
AI power demand is the new oil shock. These three sit at the intersection of grid scale and renewables.

6. Drones
$AVAV · $KTOS · $ONDS
Autonomous defense and dual-use tech. Defense budgets are only going one direction.

7. Nuclear
$OKLO · $SMR · $LEU
The only baseload clean energy that hyperscalers can actually contract. Still early, still underpriced.

8. Robotics
$ISRG · $SYM · $PATH
Surgical precision, warehouse automation, and enterprise AI workflows. Labor replacement at scale.

9. Quantum
$IONQ · $RGTI · $QBTS
Highest risk on the list. Longest time horizon. Size accordingly — the upside is generational if it works.

10. Batteries
$QS · $LAC · $BE
Solid-state technology, lithium supply chain, and grid-scale storage. The energy transition needs all three.

11. Healthcare
$HIMS · $UNH · $LLY $MRNA
Diversified pharma cash flow, next-gen biologics, and mRNA platform optionality beyond COVID.

12. Photonics
$AAOI · $COHR · $LITE
The most underowned layer of AI infrastructure. Data centers need optical interconnects — demand is accelerating.

13. Rare Earths
$MP · $USAR · $FCX
Supply chain sovereignty is the new geopolitics. The West needs domestic rare earth and copper supply. Now.

14. Manufacturing
$ETN · $CAT · $GE
The physical backbone of AI buildout — power distribution, heavy equipment, and aerospace. Old economy, new tailwind.

15. Critical Minerals
$FCX · $UAMY · $CRML
Copper, lithium, and battery metals. Every AI data center, EV, and grid upgrade runs on these. The commodity cycle is structural.

This isn’t a buy list. It’s a framework.

Find your highest-conviction themes. Size appropriately. Think in years.

Not financial advice.

[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

[Dimitry Nakhla | Babylon Capital® @DimitryNakhla]

The quote is widely attributed to Charlie Munger:

“IF ALL YOU EVER DID was buy high-quality stocks on the 200-week moving average, you would BEAT ‘most INVESTORS’ by a large margin over time.”

Here are 10 high-quality stocks trading near their 200-week moving average 🧵

[Anatoli Kopadze @AnatoliKopadze]

the engineer who built Claude Code just dropped a 28-minute video on how to write prompts that actually work

I've seen $300 courses that don't cover what he shows in the first 10 minutes

CLAUDE.md files, memory shortcuts, parallel sessions, prompting patterns

all in one video and completely free

works whether you're a developer, a beginner, or someone who's been using Claude for months

based on this, I put together 18 things you can copy and use in Claude today

full guide in the article below

[Michael | Hypermarkets @itsmichaelluu]

$SPY will crash 10%-20% in this year (again).

It'll be painful when $SPY sells off from $750 towards $650.

Here's 9 stocks to add for 10x-20x gains:

1. $NOW buy zone $80-$85.
AI enterprise OS, $30B revenue target by 2030, BofA target $150

2. $BE buy zone $140-$160.
Oracle 2.8GW fuel cell deal, 130% YoY revenue, AI power crisis play

3. $TSLA buy zone $280-$300.
Robotaxi launch + FSD monetization, Optimus robots are a free call option

4. $MU buy zone $550-$600.
HBM4 co-designed for $NVDA Vera Rubin, EPS beat 32% last quarter

5. $LITE buy zone $650-$700.
Every AI data center optical interconnect runs through Lumentum, just added to Nasdaq 100

6. $GOOG buy zone $280-$300.
5-business AI conglomerate trading at 20x earnings, Gemini + Waymo + YouTube

7. $AMD buy zone $260-$270.
MI400 roadmap, $10.3B Q1 revenue +38% YoY, $META and OpenAI deals locked in

8. $IONQ buy zone $20-$30. 755% Q1 revenue growth, SkyWater merger approved, best pure-play quantum stock

9. $ASTS buy zone $55-$75.
AT&T + T-Mobile + Verizon JV validated the business model, $1B revenue target 2027

Remember, fast rising rates and a bullish $SPY don't mix. One always breaks first. Since the war inflation has been going up only! Now they think a rate hike is coming.

♻️ RESHARE this post and make 1 comment for my favorite $NVDA earnings play on May 20.

[AYi @AYi_AInotes]

说实话，Garry Tan 这篇长帖，是我今年看到的最重要的 AI 文章，没有之一。

大多数人看完估计只会惊叹：“哇，这个读书工具好厉害。”

但他们其实并没看懂，这不仅仅是一个工具，说是一份 AI 时代个人能力的指数级放大说明书更合适一些。

先看那个最震撼的案例：
Book Mirror。

把一本 162 页的书扔进去，40 分钟后，产出 3 万字的深度脑页。

注意，这可不是普通的读书笔记，
而是要把作者的每一个观点，都精准映射到他自己的人生里——

他的家庭历史、YC 工作、治疗笔记、和几百个创始人的对话。

相当于这本书的作者专门花了两天时间，只和他一对一深聊，并且只聊和他最相关的那部分。

比 $300/小时的治疗师高效 50 倍以上，而且这已经远远超越普通 RAG。

普通 RAG 只能检索，

[Mayank Agarwal 💡 @TheAIWorld22]

Andrej Karpathy could have charged $2,000 for this course. He put it on YouTube.

The full training stack. Tokenization. Neural network internals. Hallucinations. Tool use. Reinforcement learning. RLHF. DeepSeek. AlphaGo.

3 hours. The most comprehensive LLM education available at any price, anywhere.

Not how to use the tools. How the entire system was built - from the ground up and exactly why it behaves the way it does.

Engineers who understand this build things that engineers who only use the tools cannot even conceive of.

The gap between those two groups isn't 3 hours.

It's everything those 3 hours quietly unlock for the rest of your career.

[Peter Yang @petergyang]

"I shipped 9 failed products before one took off...now I'm doing $1M+/month."

Here's my new episode with @tibo_maker, a solo founder who bootstrapped 5 AI products to $1M+ / month.

Tibo walked me through his exact playbook:

✅ How to validate ideas and fail fast
✅ Why his top acquisition channel is still SEO
✅ The pricing sweet spot for AI products

Some quotes from Tibo:

"When people twist your product into something else, that's a very strong signal you have to follow."

"It's easy to lie to yourself [with free users], but if there's no stickiness in the revenue, it's very hard to build a successful business."

"I'm convinced right now that just one person can do the job of 20 people."

📌 Watch now: https://t.co/N6b950Xc5p

Thanks to our sponsors:

@WisprFlow: Don't type, just speak https://t.co/oqHJ8bN3ll

@linear: The AI agent platform for modern teams https://t.co/tgWf9oL4bs

[Rohit @rohit4verse]

Sam Altman: "if i were 22 right now, i'd feel like the luckiest kid in history."

the reason? a one-person billion dollar company is finally possible.

i just published the stack those founders are running.
five jobs. one person. zero hires.

[NeilXbt @neil_xbt]

ANDREJ KARPATHY COULD HAVE CHARGED $2,000 FOR THIS COURSE.

He put it on YouTube.

The full training stack. Tokenization. Neural network internals. Hallucinations. Tool use. Reinforcement learning. RLHF. DeepSeek. AlphaGo.

3 hours of the most comprehensive LLM education that exists anywhere at any price.

Not how to use the tools.

How the entire system was built from the ground up and why it behaves the way it does.

The engineers who understand this build things the ones who only use the tools cannot even conceive of.

The gap between those two groups is not 3 hours.

It is everything those 3 hours quietly unlock for the rest of your career.

[0xMarioNawfal @RoundtableSpace]

ANTHROPIC PAYS $750,000 A YEAR FOR ENGINEERS WHO UNDERSTAND WHY AI WORKS.

STANFORD JUST PUT THE SAME KNOWLEDGE ON YOUTUBE FOR FREE.

WATCH IT THIS WEEKEND. NOT EVENTUALLY. THIS WEEKEND.

[Ryan Mather @Flomerboy]

🧵 My tips for getting the best results out of Claude Design! I’m on the verticals team at Anthropic which means I serve 7 different products. Claude Design makes it possible!
1. Set up your design system and your core screens. An hour of setup and refinement here is worth it

[Ruben Hassid @rubenhassid]

You're using Claude like it's 2024.

Here's the full 2026 setup (one cheatsheet to save):

1. Get the Claude app (claude .com/download).
2. You need a Pro plan ($20/mo). Worth every cent.
3. You'll see 4 tabs: Chat, Cowork, Code & Projects.

-----

✦ Cowork = Claude works inside your computer.

Pick a folder. Add 3 files: about-me .md, anti-ai-style .md, my-company .md.
Go to https://t.co/psB7XxB2Y4 to my .md files.
Don't pay anything, get it in the welcome email.
Set Global Instructions so it reads before tasks.
Claude generates clickable forms. Click & answer.

✦ Projects = persistent context for your team.

Go to claude .ai → Click "Projects" in the sidebar.
Upload your brand docs, writing samples & data.
Set custom instructions. Chat inside the Project.
Every conversation remembers everything.

✦ Skills = slash commands that fire automatically.

Open Cowork → prompt: "Use the skill-creator to build a skill for [your task]."
Claude interviews you. Builds the Skill. You upload it once. Now type /brief anywhere. It just works.
Browse plugins: Customize → Personal plugins → +.

✦ Code = a junior developer for $0.66/day.

Go to the Code. Connect your free GitHub account.
Type what you want in English. Attach a screenshot.
Claude builds it. Pushes it live. You edit with words.
Install VS Code + bypass permissions to go 10x fast.

-----

Pro tip: Select Opus 4.6 + Extended thinking for complex tasks. Use Sonnet for quick ones.

Help others be better at Claude ♻️ repost this.

PS: I write a newsletter to 484,000+ readers.
↳ Join us for free at https://t.co/psB7XxB2Y4.
↳ Open the welcome email after subscring.
↳ Download all of my infographics, also for free.

[Mayank Agarwal 💡 @TheAIWorld22]

CLAUDE SKILLS FULL COURSE:

Automate Your Work (2026)

Credit : Nick Saraev

[Aman @aiwithaman]

🚨Stop using Claude as if it were ChatGPT. They are completely different tools.

Here's how to set it up correctly in 10 minutes👇🏼

(Save this for later 🔖)

[Prajwal Tomar @PrajwalTomar_]

You're paying $20/month for Claude and using 5% of it.

This guy just dropped 67 Claude Skills with full install commands.

Most people have NO idea you can install skills that automate entire workflows.

One install = architect, reviewer, debugger, docs writer all running automatically.

This just saved me from re-explaining my process 50 times a week.

[Ruben Hassid @rubenhassid]

Stop watching 45-minute Claude tutorials.

Everything you need is in this one image (save this):

1. Cowork Setup (Tips 1–10)
☑ Download the desktop app. Not the browser.
☑ Create one folder on your PC called 'COWORK'.
☑ 4 subfolders: About me, project, template, output
☑ Download anti-ai-style here: https://t.co/psB7XxB2Y4.
☑ Subscribe for free. Open my welcome email.
☑ Hit the automatic reply button inside.
☑ Download anti-ai & my about me from my Notion.

2. Pick the Right Model (Tips 11–20)
☑ Opus 4.6 + Extended Thinking for complex tasks.
☑ Sonnet = quick edits. Haiku = scanning files.
☑ The model matters less than the prompt.
☑ Bad prompt on Opus > Great prompt on Haiku.

3. Prompting (Tips 21–30)
☑ Stop writing long prompts. Files > prompts.
☑ One task per prompt. One. Not five.
☑ Say "Does NOT sound like" to kill the AI voice.
☑ Give the task, not the method. Let it figure it out.

4. AskUserQuestion Tool (Tips 31–40)
☑ "Start with AskUserQuestion" in all 1st prompts.
☑ Claude builds you a clickable form. Click answers.
☑ It asks the right questions so you don't have to.
☑ If the direction is wrong, say it. It rebuilds.

5. Connectors (Tips 41–50)
☑ Settings → Connectors → Browse → Click "Add."
☑ Slack, Google Drive, Notion, Gmail. 50+ tools.
☑ Claude reads your actual files. No copy-pasting.
☑ Free on all plans. No extra cost. Just connect.

6. Plugins (Tips 51–60)
☑ Cowork → Customize → Browse → Install.
☑ Marketing, Legal, Sales, Data — pick your role.
☑ Type / to trigger any plugin command instantly.
☑ Customize to match your company and voice.

7. Claude in Excel (Tips 61–70)
☑ Install "Claude by Anthropic" from Microsoft Marketplace.
☑ It reads every tab. Explains formulas in English.
☑ Drop a PDF in. Claude extracts the tables for you.
☑ No macros. Claude highlights what it touches.

8. Projects & Teams (Tips 71–80)
☑ One Project per deliverable. Not per client.
☑ Upload a great example. It matches the standard.
☑ Convert one person first. Then scale to the team.
☑ Use the 15-minute demo. Show, don't tell.

9. Artifacts (Tips 81–90)
☑ Charts, dashboards, trackers - inside the chat.
☑ They work automatically in Cowork.
☑ Preview before you export. Edit it live. Then copy.
☑ Share with non-Claude users as HTML.

10. Advanced Mastery (Tips 91–100)
☑ Keep your files under 200 lines. Shorter is better.
☑ 80% of your file should be what you're NOT.
☑ Review outputs. Especially financial work.
☑ Claude does 80% busywork. You do the 20%.

---

To download all of my other Claude infographics:

Step 1. Go to https://t.co/psB7XxB2Y4.
Step 2. Subscribe for free. Don't pay anything.
Step 3. Open my welcome email (most skip this).
Step 4. Hit the automatic reply button inside.
Step 5. Download my infographics from my Notion.
Bonus. Enjoy my best copy-paste prompts, too.

♻️ Repost this to save someone 6 months of trial.

[Khairallah AL-Awady @eng_khairallah1]

This 25-minute talk by Anthropic's own applied AI team on how to use MCPs correctly

teach you more about making your AI tools actually work together than everything you've scrolled past this year.

Bookmark this & watch, no matter what.

Then read the guide below.