saveinvestwealth

Buying when everyone else is panic selling. Mid/Long-term stock picks. Professional dip buyer.

[saveinvestwealth @saveinvstwealth]

My 2026 picks..
$RIVN
$SNAP
$QCOM
$NOW
$QS

[saveinvestwealth @saveinvstwealth]

@PSInvestor Well said

[saveinvestwealth @saveinvstwealth]

@ThePupOfWallSt 42

[saveinvestwealth @saveinvstwealth]

@Gubloinvestor It will be up 20% in few weeks.

[saveinvestwealth @saveinvstwealth]

@BaskanTeknik Love to see this.

[saveinvestwealth @saveinvstwealth]

$SMCI

[亚洲金融 Asia Finance @AsiaFinance]

$SMCI 可能被低估？今年3月，SMCI前高管廖益贤(71岁/美国公民)，与孙廷伟(44岁/台湾居民)，在加州被捕并出庭，张瑞曾(53岁/台湾居民)仍在逃。当时我们判断利空出尽，冒险建仓，成本价22美元，目前回报率(ROI)：113.64%。SMCI黑历史非常多，但依然是业务真实公司，而且是 $NVDA $ARM $AMD 的稳定伙伴。

[saveinvestwealth @saveinvstwealth]

@Rivian_DD Someone leaked the R2 reservation numbers to the institutions. lol

[saveinvestwealth @saveinvstwealth]

@TheProfInvestor @Levelup325 Same. Well said.

[saveinvestwealth @saveinvstwealth]

$SNAP

[Snap Inc. @Snap]

"Focus and long-term consistency" -@evanspiegel on what sets Snap apart in building the future of computing.

For more than a decade, we've invested deliberately in this vision. From camera glasses to AR-powered wearable computing. The next chapter is just beginning.

Watch Evan's conversation with Nicolai Tangen on In Good Company. https://t.co/qBfDSkbrCd

[saveinvestwealth @saveinvstwealth]

@Dboybruh To the moon.

[saveinvestwealth @saveinvstwealth]

$SMCI

[d i v e r g e n t @raichutokenized]

$SMCI | Long Thesis

- sells the AI server racks everyone needs: NVIDIA/AMD GPU systems, liquid cooling storage, full data center building-blocks

- pushing hard into DCBBS, NVIDIA Blackwell, AMD Helios and full stack AI infra

- Verda (leading EU AI cloud provider) selected SMCI’s liquid-cooled NVIDIA Blackwell systems for AI cloud infra across Europe (May 27 2026)

- showcasing a next-gen AMD Helios 72-GPU rack scale platform, targeting large-scale AI training and inference (June 01 2026)

- founder-led since 1993, broader team looks good too. what’s negative about management seems to be compliance perception and financial-control credibility

- low margins, heavy working-capital, competition and negative FCF = bear case. there’s also an export issue with a legal/compliance overhang but I don’t think of it as something to consider for a trade

- 16% short interest as of May 15

- broke out of the down trend with above-average volume, pullback towards $40-$42 would be a good entry, will update later

I think it will follow $DELL and $HPE , I like their business more as a whole but SMCI has more torque and faster growth.

Integration plays seem to be working these days

NFA / DYOR

[saveinvestwealth @saveinvstwealth]

$ADBE market hates unknowns. When it becomes known, the market will react. Could they announce next week during the earnings call or leading up to it?

[Wall St Engine @wallstengine]

$ADBE is weighing David Wadhwani and Anil Chakravarthy as leading internal CEO candidates, per Bloomberg.

Adobe also hired Heidrick & Struggles to search externally for AI product leaders as it faces pressure from AI-native creative tools.

[saveinvestwealth @saveinvstwealth]

@raichutokenized 👏

[saveinvestwealth @saveinvstwealth]

@Glitch_Trades Do you see anything on the Tape for ADBE? Earnings is next week with a strong set up.

[saveinvestwealth @saveinvstwealth]

@chad_ventures Buy at the line and be patient.

[saveinvestwealth @saveinvstwealth]

@Glitch_Trades You know it.

[saveinvestwealth @saveinvstwealth]

@pdicarlotrader My trades for the last 18 months lol

[saveinvestwealth @saveinvstwealth]

@hamids That would be amazing for investors and suck for R2 buyers which includes me for both.

[saveinvestwealth @saveinvstwealth]

@Kafka7invest @evanspiegel @Spectacles I think SNAP working with QCOM is telling. Look at what they are doing with the MSFT and META. I’m excited.

[saveinvestwealth @saveinvstwealth]

$SNAP $QCOM 2 weeks.

[Lukas Kafka @Kafka7invest]

$SNAP AWE in 2 weeks!

Evan is headlining AWE followed by Ziad of $QCOM a Snap partner!

Cofounder Bobby Murphy is set to take the stage as well in the afternoon

Another interview with @evanspiegel linked below with talk on @Spectacles starting at the 8:57min mark

https://t.co/coxzqweJR6