Semis, SAAS, Crypto

Ups and downs of multibagger world of stocks. Follow AI wave from semis to data centers to electric utilities to crypto. no financial advice. just good tech

[Semis, SAAS, Crypto @seekerweb]

2026 possible trends

Memory: : $sndk 1000 $mu 750 $wdc 450 $stx mega trends

Power: $be $gev

Industrial: $ba $ge $glw $cat

[Semis, SAAS, Crypto @seekerweb]

@MarkNewtonCMT Long term fsinsight subscriber. you have mentioned ichimoku cloud a few times in your daily videos. whats the best book or resource to learn or study about Ichimoku cloud

[Semis, SAAS, Crypto @seekerweb]

Groq results on Mike’s tweets. Always a treat to follow @mikealfred and now AI helps you organize.

In the last 3 months (roughly March–May 2026), Mike Alfred (@mikealfred) publicly mentioned adding to or initiating the following positions in his posts: @mikealfred @mikealfred
Explicit New or Added Positions
• Soluna (likely SLNA or related entity): On April 29, 2026, he announced buying 100k shares after meeting the CEO and others. He described the CEO as “very credible.” @mikealfred
• BBBY: New position in mid-May 2026. He purchased 160,000 shares in the open market after a conversation with CEO Marcus Lemonis, expressing bullishness on the company’s home space vision. By late May (around May 27), he noted it was up +39% from a week earlier, calling it a deep value play. @mikealfred @mikealfred
• Enhanced (new company by Christian Angermayer): On May 27, 2026, he took an initial position. He attended related games/events, was impressed with the vision, and said he’d add more over time. @mikealfred

[Semis, SAAS, Crypto @seekerweb]

@BillBrooklyn10 By the way i am happy from 250 to 1550 on $sndk while losers like these are saying bubble overpriced unrealistic meme etc. took some out at 1000, some at 1250, some at 1500, triple my original position out and riding with rest. Your welcome!!!

[Semis, SAAS, Crypto @seekerweb]

@BillBrooklyn10 Either you can buy into AI boom or be left out. This is exactly the kind of old school ny bankers you need to avoid to make money. They have no clue on tech, all they know is price movements’ Rsi, candles etc which is totally useless in this market.

[Semis, SAAS, Crypto @seekerweb]

@smarter411 Nvidia CEO Jensen Huang will join US President Donald Trump on his visit to China as a last-minute addition to the trip, and was seen boarding Air Force One on a stopover in Alaska.

[Semis, SAAS, Crypto @seekerweb]

Big news $nvda

[Bloomberg @business]

Nvidia CEO Jensen Huang will join US President Donald Trump on his visit to China as a last-minute addition to the trip, and was seen boarding Air Force One on a stopover in Alaska. https://t.co/U5qt4tc4lm

[Semis, SAAS, Crypto @seekerweb]

@mikealfred And Good Wine

[Semis, SAAS, Crypto @seekerweb]

$vrt liquid cooling & efficient power installations. It’s in all important projects in building massive datacenters with huperscalers. Easy trajectory to 1k stock price in 2 years.

[Semis, SAAS, Crypto @seekerweb]

$crcl clarity act good news means 150+ it’s looking like real beneficiary of the compromise .

[Semis, SAAS, Crypto @seekerweb]

$sndk called it earlier in year. Unbelievable trajectory. Eps growth unprecedented $1500 coming fast

[Semis, SAAS, Crypto @seekerweb]

@rubicon59 Finally my man you’re on memory train. $sndk $mu $wdc $stx is prime four, openly tradable & all are in line to best & raise till end of year.

[Semis, SAAS, Crypto @seekerweb]

Which $btc mjner will announce deal with Anthropic first. $apld $iren $cifr $hut

[Semis, SAAS, Crypto @seekerweb]

Crypto & $btc miners are out of favor and can short squeeze like crazy

[Semis, SAAS, Crypto @seekerweb]

$iren $crwv $orcl $cifr all will ho past their ATHs

[Daniel Roberts @danroberts0101]

Feels like we’re still early in the compute cycle.
Supply isn’t easy, real-world constraints are everywhere.
And every step forward in AI just seems to create more demand for compute.

[Semis, SAAS, Crypto @seekerweb]

Anduril is about to be biggest defense contractor in next 5 years. Next trillion dollar start up.

[Semis, SAAS, Crypto @seekerweb]

$oklo & $smr telling that nuclear energy id back in picture

[Semis, SAAS, Crypto @seekerweb]

$mxl $poet secondary plays for $mrvl & $aaoi behaving really well.

[Semis, SAAS, Crypto @seekerweb]

Compute is the theme for next few months.$crwv with $crwg double. $orcl with $orcx double $iren $cifr $nbis they will define the next few months of super growth. $crwv next month 140 options

[Semis, SAAS, Crypto @seekerweb]

$gfs $mp to watch for breakout on high volume

[Semis, SAAS, Crypto @seekerweb]

@aleabitoreddit @grok why is $asts down on blue origin failure