lily

Gulf

[Investing visuals @InvestingVisual]

Bill Ackman's biggest bets:

• $BN: 18%
• $AMZN 17%
• $UBER 6%

98% of his portfolio is in just 7 stocks.

[Leif | Investing @LeifInvests]

Larry Ellison canceled his $7.5B stock sale plan with $ORCL near $150.

Oracle Director Rusckowski boosted his $ORCL holdings a staggering 5,556%, buying $3.5M at ~$139! 🤯

$ORCL trades at $129, ~15x forward earnings and down 50%+ in a year!

What do Oracle insiders know that the market doesn’t…

[Timothy 🟢 | Panic Drop @timoassi]

🚨 NANCY PELOSI IS BETTING ON 3 STOCKS 🚨

Millions in shares and call options, expiring in 2027.

Here's what she's buying 👇

1/3 Bloom Energy $BE
🟢 +26.8% since her first buy!

[*Walter Bloomberg @DeItaone]

AI DATA CENTER SHORT SELLERS GAIN $6 BILLION IN OCTOBER

Short sellers have made $6B in paper profits betting against AI infrastructure stocks amid concerns over debt-funded expansion, according to ORTEX.

Bets against $NBIS generated $2.94B, $CRWV nearly $1.7B, and $IREN and $APLD over $1.2B combined.

Around $17B in shares across five AI infrastructure companies remain sold short.

[Hardik Shah @AIStockSavvy]

$NBIS | BofA Securities 𝗺𝗮𝗶𝗻𝘁𝗮𝗶𝗻𝘀 𝗕𝘂𝘆 on 𝗡𝗲𝗯𝗶𝘂𝘀 𝗚𝗿𝗼𝘂𝗽, PT $𝟯𝟭𝟬

[Leif | Investing @LeifInvests]

$VST IS BACK UNDER $140! 🤯⚡️

REMEMBER WHAT HAPPENED LAST TIME?

Insatiable power demand hasn’t changed.

Investor conviction hasn’t disappeared.

Pelosi. Trump. Tepper. Thiel. CEO.

Another opportunity at your fingertips.

[AlgoxFlow @algoxfloww]

Call wall, put wall, gamma flip. Three numbers that explain most of the day's chop.

[Leif | Investing @LeifInvests]

WHERE THE BIGGEST NAMES IN FINANCE & POLITICS ARE BETTING BIG! 💰👇

Nancy Pelosi — $BE

Warren Buffett — $AAPL

Bill Ackman — $UBER

Michael Burry — $MOH

Cathie Wood — $TSLA

Peter Thiel — $AMZN

Stanley Druckenmiller — $NTRA

David Tepper — $MU

Bill Gates — $CAT

Donald Trump — $META

These are some of their most notable publicly disclosed stock positions and recent trades!

Whose stock picks are you following? 👀

[Mark Hogan @MB_Hogan]

$NBIS : Robinhood shows net buying on Nebius for 11 days in a row

[Shay Boloor @StockSavvyShay]

Nothing like having the two worst months since launching my Growth Portfolio in 2023 happen within the same four-month stretch 😅

[CK Capital @CKCapitalxx]

Yea Leopold is back guys.

Someone just bought these:

17 million into $CRWV calls.
13 million into $NBIS calls.
11 million into $DRAM calls

Has to be him right?

[Khan Invests @MZohaibKhan92]

CAN SOMEONE EXPLAIN TO ME WHY THE MARKET IS CRASHING AGAIN???

[TT3 @TradingThomas3]

Look under the hood, the Dow, small caps, and equal-weight S&P are mostly flat. This isn’t a broad selloff, it’s a semis wipeout.

[The Hormuz Letter @HormuzLetter]

BREAKING: US military aircraft are being evacuated from Al Udeid Air Base in Qatar, per initial reports.

This is a major imminent strikes indicator.

[unusual_whales @unusual_whales]

BREAKING: Trump says that US is not negotiating with Iran, and something soon will happen.

[Kalshi Finance @Kalshi_Finance]

JUST IN: Citi says 20-year and 30-year Treasury auction cuts are coming

[Kalshi Finance @Kalshi_Finance]

JUST IN: Goldman says market breadth is at dot-com bubble extremes

[Roger @rdd147]

$AMD to fall 60% when market opens 😳

[Marcos Milla @MarcosMillaYT]

Best ETFs...

For Memory = $DRAM

For Photonics = $LYTE

For AI = $AIS

For Semiconductors= $SMH

For Dividends = $SCHD

For Gold = $IAUM

For Monthly Income = $TDAQ

For the Entire World = $VT

For U.S. Stocks = $VOO

For Small Caps = $AVUV

For International = $VXUS

For Bitcoin = $IBIT

For Dividend Growth = $DGRO

For Weekly Income = $TDAX

For Emergency Fund = $VBIL

[Top Tech AI Stocks 🤖 🔥 📈 @TopTechStocksUS]

$NBIS Revenue chart just to demonstrate the importance of inference in the overall strategy. 🤖

Agent-driven inference (Token Factory plus Tavily) could grow from about 5% of revenue in 2027 to about 19% in 2030 and 32% in 2035 (roughly 21–39% across the scenarios)

Nebius’s new contracts earn $20–25M per MW a year, which matches its committed Blackwell rates (B300 lists at $9.50/hr on demand), and those contracts start billing in late Q4 2026.

Through the 2027–28 scarcity window that could lift revenue from about $3B in 2026 to about $50B in 2028, and to about $94B by 2030 and $134B by 2035 in the base case (bear $44B, bull $224B).

There is a bright future ahead for shareholders regardless of what happened this past week. It will compound massively once buildout has gained major strength globally. 📈