Tech Stock Pros

We are professional stock pickers with a proven track record, industry expertise, and technology edge. Our team worked at Bell Labs, Microsoft and others.

[Tech Stock Pros @techstockpros]

$IREN = massively underrated opportunity

thanks for the repost @FransBakker9812 - more people need to diversify to these kind of AI plays instead of the overcrowded worn-out ones

[Frans Bakker @FransBakker9812]

$IREN rated a buy by @techstockpros on SA

- IREN Limited doubled its AI GPU fleet to 23,000 GPUs, more than doubling its target of 10,900 by year's end.

- IREN's expansion primarily leverages Blackwell series Nvidia GPUs, giving it a pricing edge and making us expect a fast-paced ARR growth for the AI Cloud business, now estimated to be +$500M.

- There’s little margin of safety at current levels if GPU deployment or utilization faces any hiccups; however, we think any IREN stock pullback is a buying opportunity.

- We are bullish about IREN stock in the near-to-mid term, as we see more good news on leasing the capacity coming out into the year's end.

- IREN should have more upside now, sitting on 23K AI GPUs, and thus makes it to our Buy-list.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: South Korea’s stock market has been halted after falling -8.4% at the open.

[KaizenInvestor @Kaizen_Investor]

For those worried about the drop, $PL, $RKLB, $SATL, $ASTS, $FLY, and $LUNR all just reached new all time highs in institutional ownership.

Although the Halo effect has already started, the SpaceX IPO is not the end of other space stocks, it is just the beginning.

[The ₿itcoin Therapist @TheBTCTherapist]

SpaceX IPO liquidity exiting Bitcoin right now

[The Kobeissi Letter @KobeissiLetter]

The AI Revolution is transforming South Korea's economy:

South Korea's exports surged +52.6% YoY in the first 20 days of May, the strongest reading on record.

This marks an acceleration from the already massive +49.4% gain seen in the first 20 days of April.

This is also the 4th consecutive month with growth of at least +40.0%.

The surge was driven by semiconductor exports that soared +202.1% YoY, fueled by AI and data center investment demand.

Furthermore, shipments of computer-related products surged +305.5%, underpinned by continued investment in AI infrastructure.

On an unadjusted basis, exports rose +64.8% YoY, with imports up +29.3%, leaving a trade surplus of $11 billion.

South Korea's economy has never been hotter.

[Bull Theory @BullTheoryio]

BREAKING: South Korea’s just exploded more than 8% making it one of the biggest rallies in the index’s history.

KOSPI added nearly ₩570,000,000,000,000 ($410+B) in market value after surging 8% to 7,787.

The surge mainly came because of SAMSUNG, which controls 30% of the Index reportedly reached a tentative deal with it's labour union.

[Shay Boloor @StockSavvyShay]

$NBIS and $BE signed an agreement worth up to ~$2.6B for Bloom to install, operate and maintain fuel cell power systems for Nebius.

The deal is expected to provide ~250MW of guaranteed capacity and ~328MW of installed capacity across three phases.

[Tech Stock Pros @techstockpros]

This doesn’t sit right with me

[Morning Brew ☕️ @MorningBrew]

Major AI-driven layoffs this year

• Oracle 30,000
• Amazon 16,000
• Meta 8,000
• Block 4,000
• Cisco 4,000
• Intuit 3,000
• WiseTech 2,000
• Atlassian 1,600
• Snap 1,000
• Ocado 1,000
• Livspace 1,000
• Autodesk 1,000
• eBay 800
• Coinbase 700
• Pinterest 700
• Playtika 500
• Workday 400

[Bull Theory @BullTheoryio]

BREAKING: US oil just crashed more than 3% in 24 minutes after today’s EIA report shows a huge 7.86 million barrel crude oil draw.

Markets were only expecting a 2.5 million barrel draw.

Gasoline inventories also fell another 1.5 million barrels.

The only negative data was diesel inventories rising slightly instead of falling.

[Lian Lim | Dashboard & AI Automation Expert @dashboardlim]

🚨BREAKING: meta officially connected meta ads to claude

the connector went live on april 29, 2026

the URL is https://t.co/tuxZBQTSbC

setup takes about 60 seconds

you go to claude settings, add it as a custom connector, authorize via facebook OAuth, and you're in

once connected, claude has full read and write access to your ad account

you can tell it what you're selling and who you're targeting, and it builds the entire campaign structure for you

ad sets, targeting, copy, everything

it can also monitor your pixel health, upload your product catalog, and generate performance reports

29 tools total, all free during beta

this is the workflow agencies charge $3,000 to $5,000 a month for

it's now a one-minute setup inside claude

just created a guide on how to actually connect Meta Ads to Claude step-by-step

Comment “META CLAUDE” and I'll send it

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Anthropic's pre-IPO valuation has officially hit a record $1 trillion.

Anthropic's implied valuation is now up +733% since October 2025, per onchain pre-IPO trading data.

Pre-IPO instruments trading onchain, backed 1:1 by SPV exposure on Jupiter, are providing a real-time proxy for the company’s implied IPO valuation.

Anthropic has now become the third company to exceed $1 trillion in implied valuation, joining OpenAI and SpaceX.

The implied market cap of these 3 companies alone is now up to $3.7 TRILLION.

We are about to witness a historic IPO run.

[bee🐝 @0xbeehive]

FACT: New Fed Chair = MARKET DUMP

Look at this closely:

Every time a new chair came to the Fed, the market entered a downtrend

Yellen - major drawdown
Powell - same story, TWICE

This isn't just a hypothesis - we've seen this happen THREE times in a row

Now we’re approaching another transition

I think the market is not pricing this in yet

Be careful around this period - this is where narratives flip fast

Prepare, don’t react

NOTIFS ON!

[Negligible Capital @negligible_cap]

*MICROSOFT TO NO LONGER PAY A REVENUE SHARE TO OPENAI

$MSFT will no longer pay a revenue share to OpenAI. Revenue share payments from OpenAI to $MSFT to continue through 2030.

OpenAI can now serve all its products to customers across any cloud provider, no longer just Azure. That said, $MSFT remains OpenAI’s primary cloud partner, and OpenAI products will ship first on Azure unless MSFT can’t support the necessary capabilities.

$MSFT down 4%, $AMZN trading higher

[Wall St Engine @wallstengine]

Ming-Chi Kuo reports that OpenAI is working with MediaTek, Qualcomm $QCOM and Luxshare on an AI-first smartphone targeted for 2028 mass production.

The idea is to replace app grids with agent-driven task flows, with on-device AI for context and cloud AI for heavier work.

$AAPL

[Tech Stock Pros @techstockpros]

🤔🤔🤔

[Epoch AI @EpochAIResearch]

80% of US adults who report using Claude in the previous week live in households earning $100,000 or more a year, compared to 37% of Meta AI users.

Other major providers cluster in a relatively narrow band, with 56–64% of users in $100,000+ households.

[Tech Stock Pros @techstockpros]

another deepseek moment?

[BridgeMind @bridgemindai]

Kimi K2.6 just dropped.

And it crushed Claude Opus 4.6 on SWE-Bench Pro.

Kimi K2.6: 58.6
GPT-5.4 xhigh: 57.7
Gemini 3.1 Pro: 54.2
Claude Opus 4.6: 53.4

An open source Chinese model is now #1 on agentic coding.

Frontier labs have a problem.

[Wall St Engine @wallstengine]

Goldman Sachs: Micron $MU alone accounts for 51% of all S&P 500 EPS revisions since the war began. Broadcom is next at 10%, while energy names like Exxon, Chevron, and Conoco make up much of the rest, showing just how narrow the earnings revision breadth has been.

[Tech Stock Pros @techstockpros]

Who else is feeling it? $ANTHRO

[Tech Stock Pros @techstockpros]

Is another January 27th coming to cool down this rallyb 😏😏🫠🫠

[Barrett @BarrettYouTube]

This is the moment NVIDIA should be seriously worried.

In the next couple of weeks DeepSeek V4 will be launched. It’s a direct attack on the entire AI stack that American companies have spent years locking down. Full “de-NVIDIA-ization”, a complete shift away from CUDA into Huawei’s CANN ecosystem, running on Huawei Ascend chips. That means one thing, breaking the dependency that made NVIDIA untouchable.

35x faster inference vs early versions. Nearly 3x the performance of NVIDIA’s H20 on a single card. 40% less energy consumption. Over 95% CUDA compatibility with migration times collapsing from months to hours.

Even Jensen Huang has already admitted it. If this works at scale, it’s a “terrifying outcome” for US companies.

Because here’s the real problem, this isn’t happening in isolation.

Chinese tech giants like Alibaba, ByteDance, and Tencent are already ordering hundreds of thousands of Ascend chips. Market share is shifting fast, domestic chips now at 41%, NVIDIA slipping to 55% in China’s AI server market.

Additionally DeepSeek V4 is reportedly offering API costs at a fraction of US competitors. $300 for massive workloads that would cost $2,500+ on OpenAI models, or even $5,000 on Anthropic.

So this isn’t just about one model. It’s about China building a fully independent AI stack, chips, frameworks, models, and applications. Completely outside of US control.

NVIDIA doesn’t just lose sales. It loses its grip on the global AI standard.

[Danny Naz @ThePupOfWallSt]

They just turned memory into a trade.

The first $DRAM ETF isn’t random, it’s a signal.

AI doesn’t run on hype.
It runs on memory.

$MU, Samsung, SK Hynix... this is the real bottleneck behind every model, every data center, every inference cycle.

When a niche gets its own ETF, it’s no longer niche. It’s institutional.

Translation: the market is starting to price memory as core infrastructure, not a side component.

Watch the flows.

When capital bundles a theme like this, it usually means the move is just getting started.