warrenbuffetteam

Stocks longterm make you Big Money

[PRISM MarketView @PrismMarketView]

🚨 $WULF TeraWulf just signed a 20-YEAR lease with Anthropic for a purpose-built AI campus in Hawesville, KY — worth ~$19B over its initial term.
Key takeaways:
🔹 Contract value exceeds TeraWulf's ENTIRE market cap
🔹 401 MW campus, phased buildout through early 2028
🔹 Backed by investment-grade credit
🔹 Exiting its 50.1% stake in the Texas Abernathy JV (~$530M, sold to Fluidstack group)
🔹 Shares jumped as much as 17% on the news
The bigger story: Bitcoin miners are pivoting from crypto volatility to long-duration AI hosting cash flow. In Q1 2026, HPC hosting revenue overtook mining for the first time.
⚠️ Caveat: contracted ≠ realized. $19B hinges on construction milestones landing on schedule through 2028.
https://t.co/yDgEm9vuM2
#WULF #TeraWulf #Anthropic #AI #DataCenter #ArtificialIntelligence #Bitcoin #BitcoinMining #Stocks #StockMarket #TechStocks #HPC #Investing #Nasdaq #AIinfrastructure

[Echo Analysis @EchoAnalysis]

$WULF Going exactly to plan 👀

Price has retested the 50DMA and is down 11% this week.

Support at the 0.618 fib is where I plan to buy.

Wave 3 target: 284% 🚀

[Shay Boloor @StockSavvyShay]

$WULF signed a 20-year, nearly $20B deal with Anthropic for its Justified Data campus in Kentucky.

The campus will support ~401MW of critical IT load with initial capacity online in H2 2027 and full capacity expected by early 2028.

[Shay Boloor @StockSavvyShay]

$JOBY COMPLETES FIRST-EVER PILOTED EVTOL FLIGHT BETWEEN TWO U.S. AIRPORTS

[Joby Aviation @jobyaviation]

Joby is expanding its presence on California's Central Coast.

We've acquired a 47,500 sq. ft. facility near Hollister Municipal Airport in San Benito County, adding to our operations in Santa Cruz, Marina and San Carlos.

The site will help accelerate our flight testing program as we move through the final phase of FAA Type Certification for our electric air taxi.

More details ⬇️

[Shay Boloor @StockSavvyShay]

$UBER launches Uber Air with $JOBY electric air taxis enabling one-tap booking for eVTOL flights starting in Dubai later this year.

This reinforces Uber’s playbook of not building autonomy or aircraft but own the demand layer for whatever mobility platform actually scales.

[Stoic Trades @stoicxtrades]

$JOBY

Under $8 again, that's a great deal.

Next impulse will bring us up to $29 per share.

+270% are on the table.

[Joby Aviation @jobyaviation]

Our Electric Skies Tour is headed to one of the biggest aviation gatherings in the world: @EAA AirVenture Oshkosh, July 20 to 26.

At Booth 85 you can step inside our full-scale model, experience a flight in VR, and compare the sound of our electric air taxi to the aircraft you already know.

We're also hiring. 🛠️

Recruiters from our people team will be at the booth, along with flight test mechanics who can tell you exactly what it's like to work on this aircraft.

Whether you're early in your career or a seasoned mechanic, come say hello. 👋

[Shay Boloor @StockSavvyShay]

$NVDA STOCK PORTFOLIO REVEALED

1. $INTC 52%
2. $CRWV 20%
3. $SNPS 10%
4. $COHR 10%
5. $NOK 7%

[Shay Boloor @StockSavvyShay]

$NOK is expanding its autonomous network push with $AMZN AWS and Databricks.

Nokia is packaging agentic AI, digital twins and closed-loop operations into a platform it says has already helped operators reach 90%+ automation and cut network slice rollout times by up to 85%.

[Trader Jim @Trades_with_Jim]

Man $NOK is SO tempting here

[Dray @drayinvests]

TRUMP JUST TOLD YOU ANOTHER STOCK TO BUY:

$NOK

HE TOLD YOU EARLIER:

$INTC = +251% YTD
$DELL = +233% YTD

ARE YOU BUYING?

(skip to 0:48 for it)

[Dray @drayinvests]

MORE NOKIA NEWS 🚨:

Nokia just signed a 5G expansion agreement with Taiwan Mobile to accelerate AI-native mobile networks across Taiwan

What does this mean?

Taiwan Mobile is one of Nokia’s longtime customers, and they’re now expanding the deal to take Nokia’s latest AirScale hardware plus the AI software stack that automates and runs the network itself

This is an example of what Jensen Huang was talking about when $NVDA invested $1 billion into Nokia.

Nokia is becoming the backbone of AI native networks

Extremely bullish $NOK

[Rich Peter @RichPeterLi]

$NOK --- Nokia has wrapped up its business restructuring, with Network Infrastructure designated as its core growth engine to directly capture compute connectivity demand spurred by global data center buildouts.

Its ongoing trial network testing for AI-RAN alongside tech heavyweights like NVIDIA stands as the market’s primary focal point. This milestone serves as a pivotal technical validation of Nokia’s pivot away from legacy telco clientele toward high-growth tech verticals.

While the transition has brought share price volatility, Nokia holds a net cash position of roughly €3.8 billion (~$4.1 billion), delivering substantial financial resilience and ample capacity for strategic capital deployment amid cutthroat industry competition.

1.Shift From Telco-Led to AI-Driven Growth

Capital spending from traditional mobile operators has plateaued. Through targeted technical upgrades, Nokia has integrated fiber optics, high-end IP routing hardware and other offerings into the construction pipelines of hyperscalers and large-scale data center operators.

2.Strategic Business Restructuring

The restructuring rollout launched early in 2026 was engineered to streamline support for cloud and enterprise customers. The firm formally elevated AI & Cloud as its top strategic priority, leveraging its deep legacy in optical communications and edge computing to address massive unmet demand for high-speed interconnects powering AI clusters.

3.Cost & Margin Optimization

Nokia rolled out a sweeping cost-reduction initiative targeting annual savings of €800 million to €1.2 billion via headcount cuts and operational streamlining, a move that has materially expanded its operating profit margin.

[warrenbuffetteam @warrenbufftrade]

$AMZN #AMZN amazon. Goldman Sachs AMZN price raised to $335. Great earning ahead buy now
$NVDA $TSLA $AMD $INTC $AMZN $AAPL $AVGO $RGTI $MSFT $META $GOOGL $RGTI $F $PLUG $ARTV
$PLTR $TSM $OKLO $POET $ORCL $GOOG $NIO $QBTS $JPM $HIMS $BBAI $BITF $TSLA $OPEN $HIMS $RXRX $MU $IREN $SMR $MSTR $HOOD $ASML $CRWV $MP $COIN $BABA $NFLX

[warrenbuffetteam @warrenbufftrade]

$AMZN #AMZN Raised $335 price target by Goldman Sachs all the below tickers dont miss AMAZON
$NVDA $TSLA $AMD $INTC $AMZN $AAPL $AVGO $RGTI $MSFT $META $GOOGL $RGTI $F $PLUG $ARTV
$PLTR $TSM $OKLO $POET $ORCL $GOOG $NIO $QBTS $JPM $HIMS $BBAI $BITF $TSLA $OPEN $HIMS $RXRX $MU $IREN $SMR $MSTR $HOOD $ASML $CRWV $MP $COIN $PGR $BABA $NFLX $POET

[warrenbuffetteam @warrenbufftrade]

$AMZN $335 Target raised b Goldman Sachs.
BILLIONAIRE BILL ACKMAN JUST SHARED HIS STOCK POSITIONS: $AMZN : $2.438 BILLION
$NVDA $TSLA $AMD $INTC $AMZN $AAPL $AVGO $RGTI $MSFT $META $GOOGL $RGTI $F $PLUG $ARTV

[Hardik Shah @AIStockSavvy]

$GOOGL | KeyBanc maintains 𝐎𝐯𝐞𝐫𝐰𝐞𝐢𝐠𝐡𝐭 on 𝐀𝐥𝐩𝐡𝐚𝐛𝐞𝐭, 𝐫𝐚𝐢𝐬𝐞𝐬 𝐏𝐓 𝐭𝐨 $𝟒𝟒𝟓 𝐟𝐫𝐨𝐦 $𝟒𝟐𝟓

Analyst sees consensus underestimating the durability of Google Cloud and Search, expecting 20%+ revenue growth to be sustained through 2028E.

[Hardik Shah @AIStockSavvy]

$GOOGL | 𝐊𝐞𝐲𝐁𝐚𝐧𝐜 𝐦𝐚𝐢𝐧𝐭𝐚𝐢𝐧𝐬 𝐎𝐯𝐞𝐫𝐰𝐞𝐢𝐠𝐡𝐭 on 𝐀𝐥𝐩𝐡𝐚𝐛𝐞𝐭, 𝐫𝐚𝐢𝐬𝐞𝐬 𝐏𝐓 𝐭𝐨 $𝟒𝟒𝟓 𝐟𝐫𝐨𝐦 $𝟒𝟐𝟓

[Team LAMBO @TehLamboX]

$GOOGL Google Inverse head and shoulder spotted.

Right now, Right shoulder is forming. Should ascend towards 375 and then breakout from that to target 400-405 zone.