Adventure Investor

Saved by the Blood of Jesus Christ my Savior, Praying for Freedom to return to this Great Nation.

[Burak Finance @burak_finance]

WALL STREET’S MOST BULLISH PRICE TARGETS FOR POPULAR STOCKS

Space
• $RKLB $150 (+135%)
• $ASTS $115 (+105%)
• $PL $53 (+159%)
• $LUNR $75 (+474%)
Quantum
• $IONQ $100 (+204%)
• $RGTI $40 (+183%)
• $QBTS $45 (+176%)
• $QUBT $30 (+304%)
Drones
• $AVAV $326 (+71%)
• $KTOS $150 (+219%)
• $MRCY $120 (+21%)
• $ONDS $25 (+213%)
Nuclear
• $OKLO $150 (+273%)
• $UUUU $32 (+167%)
• $SMR $25 (+213%)
• $LEU $390 (+138%)
Photonics
• $AAOI $220 (+96%)
• $LITE $1,300 (+70%)
• $COHR $465 (+65%)
• $AEHR $125 (+56%)
CPU
• $AMD $1,250 (+136%)
• $INTC $200 (+50%)
• $ARM $500 (+74%)
• $AMKR $90 (+35%)
Physical AI
• $TSLA $600 (+92%)
• $AMZN $350 (+25%)
• $SYM $83 (+107%)
AI Utilities
• $IREN $105 (+183%)
• $NBIS $410 (+118%)
• $HUT $263 (+139%)
• $CORZ $55 (+129%)
AI Power
• $EOSE $15 (+100%)
• $BE $400 (+50%)
• $NVTS $30 (+80%)
• $VRT $420 (+40%)
AI Connectivity
• $AVGO $600 (+40%)
• $ALAB $450 (+30%)
• $CRDO $350 (+50%)
• $MRVL $380 (+50%)
AI Hardware
• $NVDA $500 (+141%)
• $TSM $600 (+35%)
• $ASML $2,200 (+25%)
• $MU $1,600 (+70%)
AI Applications
• $PLTR $230 (+87%)
• $NOW $150 (+30%)
• $CRWD $700 (+85%)
• $SNOW $280 (+45%)

[Adventure Investor @tinrockettrades]

@TradingWarz Leaps

[Adventure Investor @tinrockettrades]

@CryptoNobler @grok is this true?

[vitalik.eth @VitalikButerin]

Two weeks ago, Ethereum researchers met in Berlin to continue charting the protocol's long-term trajectory, following along discussions with client teams in Svalbard in April.

The updated strawmap is at https://t.co/9e2AQ6rhz6, and I attached a picture of it to this post.

My own high-level takeaways:

* "Lean Ethereum" is not a single one-shot upgrade, it is a collection of improvements that will come online to the Ethereum network over the course of three or four years. But make no mistake, this IS the third major iteration of Ethereum in the same way that the Merge was the second. Almost every major piece of the protocol will be replaced:

- Verification through recursive STARKs, rather than direct re-execution. Recursive STARKs become an enshrined first-class core component of the protocol
- Replacing everything quantum-vulnerable with quantum-safe alternatives
- Consensus: decoupled available chain and finality, one or two-round finality. Theoretically optimal security properties, simpler than today, and faster than today
- Multidimensional gas
- State: not just tree structure, but what *types* of state are available
- Changes to client architecture
...

At the same time, simplification, cleanup and future-proofing. And this will all be done in a way that minimizes disruption to existing application. We've done this before (the Merge), we can do it again.

* H-star (aka Hegota) is probably Ethereum's last thematically "pre-Lean" fork. Starting from I-star, most of everything we do will have a very strong "Lean" feel to it in one way or another.

* Privacy is no longer an afterthought, it is a first class goal. When designing Frames, the mempool, additions to the state tree, we explicitly ask the question "okay, how do quantum-safe, intermediary-free privacy protocol transactions go through this, and what is the overhead?"

* Formal verification of everything for security.

* FV also makes us much more comfortable with canonicalization (having pieces of the protocol that are directly defined as a piece of bytecode expressed in some language). evm-asm is being written in part to become a canonical proof system for the EVM.

* Quantum safety has shifted up a LOT in priority. This adds a lot of work (eg. finalizing a quantum-safe blobs design has become urgent; this work has already been ongoing for months)

* Probably the single most disruptive part of the plan is the changes to state. There is growing consensus around leaving present-day-style "dynamic state" mostly unchanged, but scaling it only a medium amount, and adding new types of state that are more scalability-friendly (eg. no need for builders to sync/store all of it) but more restrictive, and that will scale a large amount.

eg. possible Ethereum in 2030: 2 TB of present-day-style (dynamic) state, and 100 TB of new-style (scalable but restrictive) state

This "new-style" state would work very well for ERC20s, NFTs, many defi use cases, but not eg. highly "central" objects like Uniswap contracts, or onchain order books, or other complex things (which are crucial for Ethereum but which only take up a small percentage of state)

Hence, it will not be *necessary* to rewrite any apps, but it will be *very cost-effective* to eg. rewrite an ERC20 token into a newer design that uses a new type of UTXO storage that is currently being explored, so that it will have >10x lower txfees.

Design of these new state types (current ideas: keyed nonces, ring buffers, UTXOs, statically accessible state, temp state) is an area where we will need a lot of feedback from application developers (incl. privacy-friendly application developers) and probably several rounds of rethinking and iteration.

* In the context of a much larger total state size, we need to figure out the incentive issues around who stores this state and what motivates them to. Even saying "each node stores 1%" is not good enough - why do they store that 1% and why are they willing to serve it? This is being elevated as a first-class research area.

* Ethereum will need to have a "VM" other than EVM in one form or another - at the very least, we need something like leanISA for recursive STARKs - and the gains are large in exposing it to users so that we support programmable privacy and better scalability. Right now, the most likely contenders are leanISA and RISC-V.

My own ideal is that in this world, we adjust the protocol so that the EVM becomes a high-level-language compiler-level feature, and the protocol only "sees" RISC-V / leanISA directly. But this is still far away.

* Gas limit increases, blob increases and slot time decreases will happen many times over the next ~5 years. We expect a large gas limit increase with Glasterdam. Each step of increased scale or decreased slot time is a matter of getting to the point where it is safe to do it, which comes from a combination of client optimization and protocol changes.

Ethereum is CROPS.

Ethereum is scaling.

Ethereum is reinventing itself.

Onward.

[Shay Boloor @StockSavvyShay]

10 WAYS TO PLAY ROBOTICS IN 2026

1. $TER tests AI chips & owns the cobots through Universal Robots
2. $NOVT precision photonics & motion inside surgical & industrial robots
3. $OUST eyes & perception for physical AI machines that need to see & map physical world
4. $HIMX provides vision & display chips that help robots process images, depth & sensor inputs at edge
5. $AMBQ low power edge AI layer for robots & devices that need intelligence without burning massive amounts of energy
6. $ON becomes physical AI edge stack after acquiring $SYNA combining power, sensing, connectivity & edge AI for robotics
7. $SYM warehouse automation pure play using robotics & software to redesign how goods move through fulfillment centers
8. $VPG sits in force sensing & precision measurement layer that helps robots understand pressure, weight & real world movement
9. $TSLA humanoid platform bet with Optimus combining custom hardware, AI inference, autonomy software & real world manufacturing scale
10. $CCXI gives public market exposure to Agility Robotics which is one of clearest pure play humanoid robotics companies through its Digit warehouse robot

[Mike Investing @MrMikeInvesting]

These 8 stocks are going to make many generational wealth in the second half of 2026….

1: Ouster ~ $OUST
2: ServiceNow ~ $NOW
3: One Stop Sys ~ $OSS
4: RobinHood ~ $HOOD
5: UiPath ~ $PATH
6: Nebius ~ $NBIS
7: Rocket Lab ~ $RKLB
8: Palantir ~ $PLTR

Save this list, & come back later on this year and you’ll be thankful that you listened.

You can count on that…

[Adventure Investor @tinrockettrades]

@perbloksgaard @pete_rizzo_ @grok @grok can you answer this?

[Mike Investing @MrMikeInvesting]

The $NVDA CEO has been literally telling you what to buy…

In 2025 Jensen called out:
$NBIS at $21 & is now up 840%
$APLD at $3 & is now up 1,400%
$TSM at $180 & is now up 135%
$MU at $86 & is now up 770%

Jensen is now calling for these 3 companies to squeeze in 2026:

$NOW at $90
$CRWV at $114
$IREN at $60

These names are most likely the next 10x setups.

Don’t miss out…

[Adventure Investor @tinrockettrades]

@Mingarithm @grok please explain

[Adventure Investor @tinrockettrades]

Correction, I meant to say resistance. Flipped to resistance.

[Adventure Investor @tinrockettrades]

We have flipped this trend line from 2017 on BTC/Gold to support on the 4 hour time frame. Very interesting.

@_GarrethS0l0way

[Adventure Investor @tinrockettrades]

@CCPool_Daniel You send this and then next day say you bought spot at 60.out have been nice if you had shared that yesterday

[Adventure Investor @tinrockettrades]

@realMeetKevin Please explain

[Adventure Investor @tinrockettrades]

@YourAnonNews Never heard of this loser, but he can take his potty mouth and go back to his cave

[Adventure Investor @tinrockettrades]

@TaraBull808 Burger King is trash. Have not eaten there I years. Woke as they come

[Adventure Investor @tinrockettrades]

@EdKrassen It’s a win for the devil. But won’t last

[Adventure Investor @tinrockettrades]

@CCPool_Daniel Would love to learn more about this

[Adventure Investor @tinrockettrades]

@MilaLovesJoe I did

[Adventure Investor @tinrockettrades]

@MilaLovesJoe I voted for it. Makes perfect sense. You could see that too if your TDS was not warping your mind.