てつ

ultimate liberty

[てつ @tetsu6789]

$SPCX - SPACEX CONTINUES RALLY, UP 9% ON RECORD REVENUE FORECAST 🦈

[てつ @tetsu6789]

$ROKU - ROKU TO BE ACQUIRED BY FOX IN CASH AND STOCK TRANSACTION 🧶

[てつ @tetsu6789]

$SPCX - SPACEX SHARES SOAR 18% ON MAJOR DEFENSE CONTRACT WIN 👆

[Jason Lee @Jasonlee253]

$NVDA holding firm, $SPY above 7500, $QQQ leading on semis rebound.

$TSLA earnings tonight — deliveries beat but margins key.

$AAPL steady. Bulls in control pre-report.

[てつ @tetsu6789]

@Krylastocksjob Interesting take. I remember SNDK being the boring pick back then while everyone was chasing the flashy AI names. Easy to overlook the infrastructure plays until they've already moved.

[Kryla Stocks Trades @Krylastocksjob]

You missed my call on $SNDK early in the memory squeeze.

While everyone chased the obvious names, this NAND powerhouse quietly delivered asymmetric gains as AI infrastructure demanded more storage than the market could supply. From sub-$100 levels to multi-thousand-dollar territory in the heat of the shortage — classic 10x setup executed perfectly.

Now, after a sharp pullback amid sector rotation and profit-taking, the setup is reloading. Hyperscalers are locked into long-term capacity deals, enterprise SSD demand for agentic AI is exploding, and the memory bottleneck is shifting from HBM/DRAM deeper into NAND/enterprise storage layers. Public data shows sustained AI capex momentum and tightening supply — this isn't over.

The next leg up could be even more violent for those positioned early.

[てつ @tetsu6789]

@MikasaYeagerA Always interesting to see which plays people are watching. AEHR's guidance raise caught my eye too, but I'm still cautious on how long this semi cycle lasts.

[Eren Yeager @MikasaYeagerA]

Stocks with Strong Trends & Big TAMs – July 2026 Update:

$SNDK (via $WDC) | Flash storage legacy powering AI data centers.
$AEHR | Semiconductor test strength + raised guidance.
$AXTI | $124B compound semi opportunity heating up.
$ONDS | $140B intelligence market with breakout potential.

Momentum in semis/storage

Follow me and I will keep updating the stock trends.

Bookmark & research SEC filings.

NFA, DYOR. 🔥

[てつ @tetsu6789]

@Fermor__stocks Purple line's been doing work lately. Earnings should tell us if this bounce has legs or if it's just noise before the drop.

[Stock Genius @Fermor__stocks]

$TSLA respecting the purple line support once again — key level holding on the bounce.
Channel structure intact, earnings catalyst approaching. Price action clean.

[てつ @tetsu6789]

$NVDA BACK ABOVE $210 😳

[てつ @tetsu6789]

My July tips:
• $TSLA — Stay away
• $HOOD — Skip it
• $AMD — Pass
• $MSFT — Grab at $375–$382
• $META — Snag at $590–$600
• $NVDA — Buy at $192–$198
• $RKLB — Pick up at $78–$82
• $IONQ — Get at $40–$43

[てつ @tetsu6789]

• Growth Portfolio: +431% (93% CAGR) •
$QQQ
: +171% •
$ARKK
: +154% •
$SPY
: +91%

[てつ @tetsu6789]

Making about $90k a month now, so I just share the stuff I actually like.

July picks:
$MSFT – Skip it
$GOOG – Skip it
$ORCL – Buy $142-$148
$SNDK – Buy $1880-$1890
$AVGO – Buy $395-$405
$MU – Buy $1010-$1015

Why free? I earn plenty and genuinely enjoy passing a

[てつ @tetsu6789]

Stock setups forming for next week 📉

$SPY — Looking solid above 740-750 support
$ASTS — Dip buying zone for momentum
$MU / $SNDK — Memory stocks rotating strong
$TSLA — Testing a weekly level for a potential entry

Big tech earnings ahead ($PEP, $DAL first)
Zoom ou

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✨新登場✨
#月見マックシェイク 🌕🥤

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飲みたい❗️と思ったらRT🔄✨

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