Røb K飣éÿ

[Røb K飣éÿ @TheRobKelley]

You can't have a million dollar dream with a minimum wage work ethic

[Christian Darnton @CDarnton0]

Most panicked after $HIMS Q225.

→ Marketing spend on GLP-1s
→ Core growth slowed
→ CAC questioned
→ Analysts cry “platform risk”

They read the headlines.
They didn’t read the filings.
They just don’t understand.

Here’s every bear case - & why the market has it wrong: 🧵���

[Parul Gautam @Parul_Gautam7]

100+ Tools that feel illegal to use:

1. Apps & Website Development - @lovable

2. Chatbots

- Minimax
- DeepSeek
- Claude
- Gemini
- Grok

3. Image

- Recraft
- DzineAI
- StockIMG
- Ideogram
- Midjourney

4. Writing

- Rytr
- CopyAI
- Quillbot
- Writesonic
- Grammarly

5. Presentation

- Tome
- PopAI
- Gamma
- Slidesgo
- AbacusAI

6. Spreadsheet

- Bricks
- Julius
- SheetAI
- Numerous
- Formula Bot

7. Scheduling

- Notion
- Calendly
- Taskade
- Typefully
- Reclaim AI

8. Meeting

- Krisp
- Otter
- Fathom
- Fireflies
- FellowApp

9. Email

- Make
- Wrike
- Zapier
- Billionmail
- Mailmaestro

10. Graphic Design

- Figma
- Ulizard
- Framer
- AutoDraw
- DesignsAI

11. Data Visualization

- Visme
- Abacus
- Flourish
- Deckpilot
- Zing Data

Follow @Parul_Gautam7 for more!

[Poonam Soni @CodeByPoonam]

AI is getting scary good

Massive updates in AI this week from:

- OpenAI
- Grok 4
- Perplexity
- Google
- Anthropic
- Microsoft
- Gemini

.. and so much more

Here's recap of everything you don't want to miss:

[TacticzHazel @TacticzH]

Which AI-sector are you most bullish on for H2-25?

Semiconductor
$MU | Micron
$AMD | Advanced Micro Devices
$AVGO | Broadcom
$NVDA | NVIDIA
$MRVL | Marvell
$ASML | ASML
$AMAT | Applied Materials
$LRCX | Lam Research

Cloud
$AMZN | Amazon
$ORCL | Oracle
$MSFT | Microsoft
$CRWV | CoreWeave
$GOOGL | Alphabet
$NBIS | Nebius

Server
$CRDO | Credo Technology
$DELL | Dell Technologies
$ALAB | Astera Labs
$SMCI | Super Micro Computer
$VRT | Vertiv Holdings

Data Center
$IREN | Iren
$EQIX | Equinix
$GLXY | Galaxy Digital Holdings
$DLR | Digital Realty Trust
$CORZ | Core Scientific
$APLD | Applied Digital

Nuclear
$CEG | Constellation Energy
$RR | Rolls-Royce Holdings
$SMR | NuScale Power
$LEU | Centrus Energy
$CCJ | Cameco
$OKLO | Oklo
$VST | Vistra

Software
$PLTR | Palantir Technologies
$META | Meta Platforms
$SNOW | Snowflake
$APP | Applovin
$OCT | Okta
$DUOL | Duolingo

[Enrich Trades @enrichtrades]

Reminder for the next bull run:

LEADERS BY SECTOR

Cybersecurity

$CRWD
$ZS
$PANW
$NET
$RBRK

Space Economy

$RKLB
$ASTS
$LUNR
$RDW
$PL

AI Infrastructure

$MSFT
$AMZN
$GOOGL
$DOCN

Quantum Computing

$IONQ
$RGTI
$GOOGL

Data

$SNOW
$MDB
$PLTR
$DDOG
$CFLT
$ESTC

AI Hardware

$NVDA
$ASML
$AMAT
$AMD
$AVGO
$MU
$LRCX
$ANET
$ARM
$QCOM

Nuclear Energy

$SMR
$OKLO
$BWXT
$NNE
$CCJ
$CEG

E-Commerce

$MELI
$GLBE
$SHOP
$CPNG
$JMIA

Robotics

$TSLA
$AMZN
$NVDA

Crypto

$MSTR
$COIN
$HOOD

[Harper Brooks Equities Investor @MarketHarper]

$OSCR

Golden Cross is official.

Buying here would secure you a better price than the director and the co-founder of the company.

[Oguz Erkan @oguzerkan]

Peter Lynch achieved 29% annual return for 13 years.

I spent 100+ hours studying his strategy.

I will explain his strategy in 10 simple steps: 🧵

[Bill Ackman @BillAckman]

I awoke this morning gravely concerned about New York City. I thought “What has NYC become that an avowed socialist who has supported defunding the police, whose solution to lowering food prices is city-owned supermarkets, who doesn’t understand that freezing rents will only reduce the supply of housing, who has no experience managing an organization -- let alone a city with a $100+ billion budget and a $2 trillion economy -- and who believes chants for ‘Globalizing the Intifada’ are acceptable, wins the Democratic Primary.

After speaking to those who supported @ZohranKMamdani, I believe that he won the primary largely not due to his policies, but rather because he is a superb politician who ran a remarkable and inspiring campaign. He is intelligent and articulate. He is young and charming, and he successfully played down incriminating @X posts and statements from his past, pitching a joyful campaign of unity.

And he won because the competition was very weak. His best competitor sat back and did not run a real campaign, relying on name recognition, early favorable polling and keeping a low profile to make it through. Not a strategy that I have ever seen work, but so be it.

The Democratic primary voter is clearly tired of the Democratic politics of the past and its aging and over-the-hill leadership – Who isn’t? [As a case in point, how embarrassing is it to watch aging Dems fall in line with their tweets of support for Mamdani, as they desperately try to defend their seats from the far left?] And therefore, without any real competition, Zohran and his attractive personal qualities and campaign skills magically make him the candidate of the future.

The problem, however, is that his policies would be disastrous for NYC. Socialism has no place in the economic capital of our country. The ability for NYC to offer services for the poor and needy, let alone the average New Yorker, is entirely dependent on NYC being a business-friendly environment and a place where wealthy residents are willing to spend 183 days and assume the associated tax burden. Unfortunately, both have already started making arrangements for the exits.

Mamdani is right that much about NYC is broken. The City has gotten much less safe while the cost of living here has become increasingly unattainable for many. We pay more for less. Unfortunately, his headline campaign promises of frozen rents and cheaper food from city-owned markets, among others, are certain to fail.

A mayor who disrespects the NYPD and has called for their defunding will get less effective policing, and Bratton’s ‘broken window theory’ will operate in reverse. A mayor who condones hate speech will incentivize more hate speech and violence. Words matter, and yes, they can inspire people to kill as we have recently tragically seen in our country and around the world.

New York City under Mamdani is about to become much more dangerous and economically unviable. Unlike our Federal government, NYC cannot print money, and this Federal Government won’t bail NYC out if things go bad. In fact, Mamdani would be a windfall for the Republican Party as NY becomes another failed major city run by Democrats alongside Seattle, Chicago, LA, and SF et al as Senator Fetterman so eloquently stated today, "I'd describe it as Christmas in July for the GOP."

So why did I become optimistic later this morning? The answer is that NYC has woken up in the last 24 hours. The substantial majority of NYC residents understand that socialism is a failed system, that rent freezes will destroy our housing base and shrink the affordable housing supply while killing new construction, and that an anti-capitalist Mayor will destroy jobs and cause businesses and wealthy taxpayers that have enabled NYC to balance the budget to move elsewhere. If 100 or so of the highest taxpayers in my industry chose to spend 183 days elsewhere, it could reduce NY state and city tax revenues by ~$5-10 billion or more, and that’s just my industry. Think Ken Griffin leaving Chicago for Miami on steroids.

The good news is that there are other charismatic, intelligent, articulate, handsome, charming, young yet more experienced and, importantly, more centrist politicians who are New York residents eligible for office. There are also extremely talented members of the NY business community who could be superb mayors, Bloomberg being the reference standard from the past.

And the setup is extremely attractive for a run for mayor. There are only 132 days until the election, which means the commitment of time to run is de minimis. This will be the most closely watched mayoral election in NYC in decades, perhaps ever, which, particularly in the social media and podcast era creates the opportunity for a new candidate to garner immediate name recognition, enormous media interest, and the visibility needed to get elected.

Importantly, there are hundreds of million of dollars of capital available to back a competitor to Mamdani that can be put together overnight (believe me, I am in the text strings and the WhatsApp groups) so that a great alternative candidate won’t spend any time raising funds.

So, if the right candidate would raise his or her hand tomorrow, the funds will pour in. I am sure that Mike Bloomberg will share his how-to-win-the-mayoralty IP and deliver his entire election apparatus and system to the aspiring candidate so that the candidate can focus all of his or her energy on the campaign.

One unfortunate fact, as far as I understand, is that the candidate will have to be a write-in as I believe that none of the current candidates established a nominating committee if they were to withdraw, which means that no one can take their spot on the ballot. This is such an important election, however, that I believe the write-in requirement could actually turn into an important call to action that brings people in throngs to the polls. It therefore won’t be the game stopper it would normally be in a typical election.

As a result, the risk/reward of running for mayor over the next 132 days is extremely compelling as the cost in time and energy is small, and the upside is enormous. If the candidate does not win, there is no harm, no foul, because the perceived probability of beating the Democratic nominee in a NYC mayoral election is extremely small. Therefore, there is no reputational risk to losing this election, and the corresponding reputational benefits are extraordinary whether one wins or loses.

If the candidate wins, this is obviously a huge home run for the City and the candidate, but it is also an opportunity to save the Democratic Party from itself, grabbing the wheel just before the party goes even further off the cliff. The new mayor would be a national superhero for the City, for the Party, and for the country.

For the aspiring politician, there is no better way to get name recognition, build relationships with long-term donors, and to showcase oneself than to run for mayor over the next 132 days. This election is already global front page news. For the aspiring young candidate, the amount of publicity and the massive followers to be gained are of incalculable long-term value whether they win or lose, and whatever they choose to do in the future, business, politics or otherwise.

And there is a defensive reason for a politician to run. For the more centrist Democrat politician, a Mamdani win is very bad for your next election. As the Party veers further to the left, the Party’s backing for your future candidacy deteriorates substantially as Mamdani and AOC take control of the Party.

In my experience, opportunities with minimal downside that don’t require huge investments of time while offering massive upside get filled. If you were ever thinking about running for office, or running for a higher office than you currently hold, this is likely the best opportunity that you are going to have.

All of the above is not just theory, as I have a superb candidate who I believe can win who meets all of the criteria, but if I were to say his name or even reach out to him, it would have a negative effect on his candidacy, as I am a supporter of President Trump, and that alone taints anyone I would recommend for many and perhaps most NYC Democratic Party members. So rather than my making suggestions, I welcome yours.

Who is your best centrist candidate who could go toe-to-toe with Mamdani on the campaign trail and on the debate stage? Let’s crowdsource the names and then do a poll.

If someone is ready to raise their hand, I will take care of the fundraising.

This is a once-in-a-lifetime opportunity for the right candidate. More importantly, it is an opportunity to save our City and be a superhero. Life is short and you must dare to be great.

The time is now.

[TacticzHazel @TacticzH]

If I had $100k to build a portfolio with only multi-baggers that have 10X potential, it would look like this:

$25.000 | $NBIS - Nebius
$25.000 | $HIMS - Hims and Hers
$12.500 | $RKLB - Rocket Lab
$12.500 | $ASTS - AST SpaceMobile Inc
$12.500 | $OSCR - Oscar Health
$12.500 | $SOFI - Sofi Technologies

Agree?

[Hims House @himshouse]

$HIMS - MULTIPLE FIRMS PROJECT THE GUMMY SUPPLEMENT MARKET TO BE A $40-50 BILLION MARKET IN THE NEXT FEW YEARS 🔥

SOURCES: Fortune Business Insights, Straits Research, DataM Intelligence, MarketsandMarkets

[Mindset for Money @Mindset4Money_X]

Cadeler ( $CDLR) is expected to 3x revenue in 2 years.

It’s in the pole position within offshore wind and trades at just 17x earnings.

In an industry BOOMING with demand, this deserves a closer look.

Today I will show you why Cadeler is a potential 5-bagger. Lets dive in. 🧵

[The Kobeissi Letter @KobeissiLetter]

The market's recovery has been truly historic:

The S&P 500 has rallied +20.4% over the last 41 trading sessions, its third-best run this century.

During the same period, the Nasdaq 100 has risen +27.3%, its third-biggest rally since 2002.

Only 2020 and 2008 haven seen such sharp recoveries over the last two decades.

As a result, the S&P 500 and the Nasdaq 100 are now trading just 2.1% and 1.8% from their all-time highs.

We have gone from a historically weak to a historically strong market in a matter of days.

[Oguz Erkan @oguzerkan]

1/ $NBIS is the next $100 billion company.

Revenues are exploding and they are building a new data center in the UK.

Here is why $NBIS is a 10x opportunity from here: 🧵

[Sawyer Merritt @SawyerMerritt]

Here is the full conversation today between Elon Musk and CNBC's David Faber.

h/t @xdNiBoR

[Mr. Misunderstood @meeijer]

My favorite stocks in each sector:

Healthcare:

• $HIMS | Hims&Hers
• $TMDX | Transmedics
• $LMND | Lemonade
• $OSCR | Oscar Health

Cloud:

• $NBIS | Nebius
• $AMZN | Amazon (AWS)
• $GOOGL | Alphabet (GCP)
• $MSFT | Microsoft (Azure)

Space:

• $RKLB | Rocket Lab
• $ASTS | ASTSpacemobile

Fintech:

• $HOOD | Robinhood
• $SOFI | Sofi tech
• $DLO | D-Local

Semiconductors:

• $ASML | Asml
• $AMD | Advanced Micro Devices
• $NVDA | Nvidia
• $TSM | Taiwan Semi

Food delivery:

• $UBER | Uber tech

Which stocks would you add?

[Frank Curzio @FrankCurzio]

This alliance breaks every rule in tech history:

Tesla. OpenAI. Nvidia.

Three titans just joined forces - out of nowhere.

If you think this is just another partnership… you're not ready.

Here’s why this Saudi move could trigger a generational wealth shift:🧵

[M. V. Cunha @mvcinvesting]

$NBIS is my largest position — and it’s finally starting to catch the attention of more investors.

I’ve been talking about it for months, so it's time to condense everything in a detailed thread.

Here’s why I believe $NBIS is one of the best opportunities in the market: 👇🏻🧵

[The Kobeissi Letter @KobeissiLetter]

Gold is trading like we are in a depression:

Over the last 20 years, gold is now OUTPERFORMING stocks, up +620% compared to a +580% gain in the S&P 500.

Over the last 9 months, gold has officially surged by over +$1,000/oz.

What is gold telling us?

(a thread)

[Stilicho @GenStilicho]

"Make the sock"

[Shay Boloor @StockSavvyShay]

$AMZN IS TRADING AT THEIR CHEAPEST VALUATION IN 10 YEARS 👀