TheAdequateInvestor

Veteran , Friend, lifelong learner, Instructor, Investor, Fool with a capital F

[Shay Boloor @StockSavvyShay]

$MU has started manufacturing 1-alpha DRAM at its Virginia fab calling it the most advanced memory technology ever produced in the U.S.

The expansion will quadruple DDR4 wafer supply at the site and supports Micron’s broader ~$200B U.S. investment plan.

[Remz @Remzztrades]

$ARM

Holy Grail Setup

Took 4 different strikes on Tuesday & Wednesday into $NVDA earnings

All paid 1000%+

[Sawyer Merritt @SawyerMerritt]

SpaceX has revealed some new info in their IPO filing about @Starlink Aviation on United Airlines:

• United Aircraft equipped with Starlink: 344
• Passengers flown on equipped aircraft: 7 million
• Flights connected with Starlink: 167,000
• Devices connected with Starlink: 3.7 million

Average Starlink installation takes about 8 hours, roughly 10x faster than non-Starlink equipment. United Airlines expects three out of every four departures to have @Starlink Wi-Fi by the end of 2026 and to have the service installed on all its dual-cabin aircraft by the end of 2027.

[R A W S A L E R T S @rawsalerts]

🚨#BREAKING: Watch as a massive swarm of bees descends on the White House press corps’ Pebble Beach media area on the North Lawn of the White House after forming a hive in a nearby tree with some witnesses describing the scene as a bee tornado

[Rocket Lab @RocketLab]

Rocket Lab Robotics is coming 🤖

Our acquisition strategy is proven and effective: identify the best space technologies that have struggled to scale, and bring them into the Rocket Lab ecosystem.

That’s what we’re doing with Motiv Space Systems, adding Mars-proven robotics heritage to our rapidly expanding capabilities. As leaders in motion control systems and precision mechanisms, Motiv will also bring in-house traditionally costly and supply-constrained spacecraft components including solar array drive assemblies, antenna and propulsion gimbals, filter wheels, focus mechanisms, and precision drive electronics.

[TheAdequateInvestor @TylerMFool]

$vktx

[Mufaso @Mufaso7]

Corden Pharma presented their TAPS (Tag Assisted Peptide Synthesis) process at last years 2025 TIDES Conference. TAPS is a game changing technology that can replace the SPPS process in making peptides at scale. ➡️ Corden TAPS is likely being used to make $VKTX VK2735 API at much lower mfg. cost than currently marketed peptides of similar complexity (e.g. Tirzepatide). 🤔

[Taylor @TLAMB91]

so for my birthday instead of getting a gift, i'm giving one

have to be following - like & re post this

going to give 1 person $200 (cash app only)
3 people 1 free month in the group
if post does well enough maybe open some limited discount spots in the group

and happy mothers day to all the mothers out there!

[TheAdequateInvestor @TylerMFool]

@LogicalThesis $NOW $CRM $MNDY

[Flowseidon @kiantrades]

Ill donate all of this to a lucky person if they follow @TheOwlsCapital

Have to retweet as well. Ill announce winner when market closes

[CP2 @LuckyPenguin10]

As expected, $QURE AMT-130 is heading for a Q3 UK filing based on 3y data showing a 75% slowing of Huntington's progression.

Meanwhile, the @US_FDA continues to block American HD patients... obsessed with "nicks in the scalp" sham surgeries, stalling access for dying Americans.

(Remember... the U.S. got the first shot at AMT-130...)

The biotech race between China/EU/UK vs. the U.S. is evolving from a gap to a canyon. We are surrendering the future of gene therapy.

FDA Commissioner Makary’s leadership is a perpetual disappointment.

—
@SenGillibrand | @lukaske
@SenRickScott | @ClareLattanze
@SenRonJohnson | @GraceCarnathan
@RepAuchincloss | @GeorginaBurros
@RickSantorum | @mattbeynon

[Kaushik @WisemanCap]

$META Evercore ISI - Mark Mahaney

META—Quick Look At Q1 Results. Meta printed a Beat & Bracket Q1 with Q1 Revenue of $56.3B (+33% Y/Y and +29% Y/Y exFX, accelerating vs. +23% Y/Y ex-FX in Q4:25 against a 1-pt easier comp) coming in 2% ahead of the Street and toward the high end of guidance of $53.5-$56.5B, Operating Income of $22.9B (41% margin, 6 pts ahead of the Street) coming in 19% ahead of the Street, and GAAP EPS of $10.44, coming in 58% ahead of the Street. For Q2, Meta guided revenue of $58-$61B (+25% Y/Y at the midpt, inclusive of an anticipated 2-pt FX tailwind to growth), bracketing pre-print Street consensus $59.6B. For FY26, Meta reiterated its TotEx guidance of $162-$169B (+38% Y/Y to +44% Y/Y), but raised its CapEx guidance range to $125-$145B (+79% to +108% Y/Y), up from $115-$135B (+65% to +95% Y/Y) prior.

[TheAdequateInvestor @TylerMFool]

@Jebaim3 $NNE

[unusualwhales.com Snorlax (๑❛ ڡ ❛๑) @snorlax_uw]

Rating changes:
$ANF initiated BUY at 108
$CHWY reiterated HOLD at 28
$COMP initiated BUY at 14
$GNRC reiterated BUY at 277
$PAYX maintained HOLD at 125
$QCOM downgraded HOLD at 140
$SPOT initiated BUY at 535
$TERN downgraded HOLD at 53
$TSEM maintained BUY at 230
$WWW initiated BUY at 21

https://t.co/NnRvHYwd0T

[Wall St Engine @wallstengine]

$SMCI disclosed that federal prosecutors in the Southern District of New York have charged three people tied to the company in an alleged export-control conspiracy. Supermicro was not named as a defendant.

The company placed two employees on administrative leave, cut ties with a contractor, and is cooperating with the investigation.

[Kaushik @WisemanCap]

$AMZN The GOOGL of 2026 - '#1 Long recommendation for 2026' - Evercore ISI

Our View: We reiterate our Outperform and $285 PT on AMZN, in the wake of a deep-dive into AWS’s growth outlook and unit economics. Based on our work, we are also raising our AWS and AMZN estimates. We now estimate 2026 and 2027 AWS revenue of $163B (27% Y/Y growth) and $214B (31%), with AWS Op Margins of 34% and 32%, respectively. Our total AMZN Revenue and Operating Income estimates rise by a modest 2-3% to levels that are now 4%-5% above the Street. Our #1 Large Cap Long: AMZN remains our #1 Long recommendation for 2026, as we a) view current valuation as compelling (at a 3-year trough P/E multiple); b) see the probability of a fundamental inflection point this year (i.e. accelerating revenue growth and operating margin expansion); c) see notable upside to Street estimates; and d) point to the significant potential for some of AMZN’s newer long-term growth initiatives (esp. Project Leo & Perishable Checkout) to begin to demonstrate real traction in 2026. The $200B overhang on AMZN remains its unprecedented capex outlook, but we believe Capex Intensity (Capex as % of Revenue) is likely to peak in 2026, with FCF losses troughing in either ’26 or ’27 (for now, we estimate approx. $10B FCF losses in each year, even with capex ramping to $250B in 2027). There is a not-immaterial possibility that 2027 -- and not 2026 – will be the peak Capex Intensity year for AMZN and that FCF losses could rise materially in 2027. But we believe this outcome is likely in the stock at 22X P/E. Risk-reward looks compelling here. The GOOGL of 2026.

[Bill Brewster @BillBrewsterTBB]

Shot 50, 35.

AMA.

[TheAdequateInvestor @TylerMFool]

@QualityInvest5 $NOW $TTAN

[TheAdequateInvestor @TylerMFool]

Overweight $NFLX now

[TheAdequateInvestor @TylerMFool]

@StockChaser_ $FN $NOW $SITM $RBRK

[TheAdequateInvestor @TylerMFool]

@GauchoRico This is the ultimate portfolio right now.