Mothman

นักลงทุนใน #คริปโต #บิตคอยน์ #หุ้น #การลงทุน #VI

[Stocktwits @Stocktwits]

STOCKS WILL NEVER BEEN GREEN AGAIN

[Mothman @zinder72]

@LeifInvests It sold in 7 days.

[Stats Globe @statsglobe]

🇹🇭 Population of Thailand:

1960 ⟶ 🇹🇭 26,851,747
1965 ⟶ 🇹🇭 31,149,337
1970 ⟶ 🇹🇭 35,954,408
1975 ⟶ 🇹🇭 40,940,005
1980 ⟶ 🇹🇭 45,650,022
1985 ⟶ 🇹🇭 50,270,753
1990 ⟶ 🇹🇭 54,738,329
1995 ⟶ 🇹🇭 59,098,232
2000 ⟶ 🇹🇭 63,007,815
2005 ⟶ 🇹🇭 66,017,420
2010 ⟶ 🇹🇭 68,579,447
2015 ⟶ 🇹🇭 70,540,795
2020 ⟶ 🇹🇭 71,641,484
2022 ⟶ 🇹🇭 71,735,329
2023 ⟶ 🇹🇭 71,702,435
2024 ⟶ 🇹🇭 71,668,011
2025 ⟶ 🇹🇭 71,619,863
2026 ⟶ 🇹🇭 71,559,614

Source: Worldometer

[Lovable Liberal and his Old English sheepdog @DougWahl1]

HERE ARE THE 8 WORST DAYS IN THE HISTORY OF NASDAQ

1. June 5, 2026 down 1,121 points
2.Apr. 3, 2025 down 1,050 points
3. Mar. 16, 2020 down 970 points
4. Apr. 4, 2025 down 962 points
5. October 10, 2025 down 880 points
6. March 12, 2020 down 750 points
7. April 10, 2025 down 737 points
8 March 10, 2025 down 727 points

Donald Trump was president for each of these crashes!

[The Kobeissi Letter @KobeissiLetter]

Absolutely incredible.

ALL 7 hourly candlesticks on today's Nasdaq 100 chart were red as tech stocks fell in a literal straight-line lower.

Biggest drop since "Liberation Day."

[Sniper Trades @snipetrades]

Earnings Next Week

$AVGO $CRWD $CRDO $PANW $HPE $CIEN $RBRK $PL $AI $DG $MMED $VSCO $LULU $GTLB $MDT $SAIC $VEEV $ULTA $DOCU $HIVE $FIVE $IOT $MOMO $ODD $SIG $DCI $CMCO $TIGR $CAL $CGNT $M $DSGX $CHPT $ABM $SPWH $OLLI $PVH $TTAN $TTC $THO $NTSK $WOOF $YEXT $PICS $BBCP $BF.B $XE $CANG $CXM $COO

[AliceMia @Alice_MiaX]

If you don’t know what to buy… here is your cheat sheet

[Mothman @zinder72]

My Portfolio

[Dividend Talks on YouTube @DividendTalks]

Stocks Near 52 Week Lows:

MercadoLibre $MELI - $1,550

Fair Isaac $FICO - $1,100

Meta $META - $610

Mastercard $MA - $495

Berkshire Hathaway $BRK.B - $480

Spotify $SPOT - $435

Moody’s $MCO - $430

S&P Global $SPGI - $400

Ferrari $RACE - $320

Home Depot $HD - $300

McDonald’s $MCD - $275

Adobe $ADBE - $250

Lowe’s $LOW - $220

International Business Machine $IBM - $220

Automatic Data Processing $ADP - $215

T-Mobile US $TMUS - $185

Salesforce $CRM - $173

Accenture $ACN - $170

SAP $SAP - $170

Equifax $EFX - $157

Waste Connections $WCN - $155

Booking $BKNG - $154

3M $MMM - $145

Procter & Gamble $PG - $140

American Water Works $AWK - $124

Lululemon $LULU - $120

Duolingo $DUOL - $112

Shopify $SHOP - $100

Kimberly-Clark $KMB - $96

ServiceNow $NOW - $95

Sea Limited $SE - $88

Abbott Laboratories $ABT - $84

Medtronic $MDT - $76

Uber $UBER - $75

Zoetis $ZTS - $74

Wells Fargo $WFC - $73

Fiserv $FISV - $55

Novo Nordisk $NVO - $44

Nike $NKE - $42

General Mills $GIS - $33

Chipotle Mexican Grill $CMG - $32

VICI Properties $VICI - $28

AT&T $T - $24

Toast $TOST - $23

Figma $FIG - $22

The Trade Desk $TTD - $21

Kenvue $KVUE - $17

NU Holdings $NU - $12

Buying any?

[The Tech Investor @TheTechInvest]

2026 Worst Performing Stocks

1. $TMDX -48%🔴
2. $RBLX -47%🔴
3. $TEAM -46%🔴
4. $TTD -44%🔴
5. $IT -42%🔴
6. $WDAY -41%🔴
7. $INTU -40%🔴
8. $SOFI -40%🔴
9. $U -38%🔴
10. $NOW -37%🔴
11. $SHOP -37%🔴
12. $DUOL -36%🔴
13. $CRM -34%🔴
14. $HOOD -32%🔴
15. $AXON -31%🔴

[Sandeep Anand @SanCompounding]

🚨SpaceX set to IPO under the ticker $SPCX

SpaceX to begin trading June 12

🚀 THE NEW SPACE RACE IS ABOUT DATA CENTER

📈THE ANTHROPIC × SpaceX SIGNAL:

This is why every hyperscaler is moving up:
∙$AMZN → Project Kuiper
∙$GOOG → Starlink partnership + investments
∙$MSFT → Azure Space
∙Anthropic → infrastructure deals expanding into sovereign + edge compute

When SpaceX launches Starlink Direct-to-Cell and starts deploying V3 satellites with 1Tbps capacity — that’s the network layer of AI being rebuilt above the atmosphere.

The convergence is already happening:
∙Starshield (SpaceX’s classified gov division) is building dedicated DoD + intelligence constellations

∙Starlink is becoming the global low-latency backbone for AI inference at the edge

∙Lunar + LEO data centers are being prototyped (Lonestar, Axiom, Starcloud) — solar power is infinite in orbit, cooling is free in vacuum

HOW THESE 35 COMPANIES FIT THE ECOSYSTEM :

Think of the space economy as 5 layers stacked vertically — same logic as the AI stack:

LAYER 1 — RAW MATERIALS & COMPONENTS (the “semis” of space)
$HXL · $BWXT · $TDY · $HEI.A · $KULR · $ATRO · $RDW
Carbon fiber, nuclear cores, sensors, batteries, composites. Without these, nothing flies.

LAYER 2 — PRIMES & MANUFACTURERS (the + Foundry” layer)
$LHX · $LMT · $NOC · $RTX · $BA · $GE · $HON · $ESLT · $BAESY · $EADSY
Defense + aerospace giants that build the actual spacecraft, missiles, and satellite buses. Backlog, government cash flows.

LAYER 3 — LAUNCH moving (payloads to orbit)
SpaceX · $RKLB · $FLY · $SPCE
The cost of access. SpaceX has collapsed $/kg by 20x. Rocket Lab is scaling Neutron. This is the enabling layer for everything above.

LAYER 4 — DATA & CONNECTIVITY (the “cloud” layer)
$AMZN · $IRDM · $GSAT · $VSAT · $TSAT · $SATS · $SPIR · $PL · $ASTS · $SATL · $BKSY
Satellite networks. Earth observation. Direct-to-cell. This is the AWS of space — recurring revenue, subscription models, AI-ready data pipelines.

LAYER 5 — APPLICATIONS (the “AI/SaaS” layer)
$PLTR · $LDOS · $TRMB · $KTOS · $SIDU · $LUNR · $VOYG · $MNTS
Mission software, geospatial intelligence, lunar infrastructure, in-space services. Where the margin lives.

[Noah @antibearthesis]

$NVDA CEO is telling you to buy energy stocks

He is literally saying demand will 1000x

Stocks positioned to benefit:
- $CEG
- $VST
- $OKLO
- $BE
- $GEV
- $IREN​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​

“This is the best time in the history of humanity to invest in sustainable energy”

In 2025, he was early on semis and neoclouds:
- $NBIS at $22 → +600%
- $INTC at $23 → +500%
- $SNDK at $275 → +400%
- $CRWV at $40 → +200%
- $TSM at $240 → +80%

He’s not guessing. He’s showing you the roadmap.

Are you going to ignore him again?

[Jesse Cohen @JesseCohenInv]

⚠️BIG EARNINGS WEEK AHEAD 👀👀

• Monday: $BIDU
• Tuesday: $HD $CAVA
• Wednesday: $NVDA $INTU $TGT $TJX $URBN $LOW
• Thursday: $WMT $DECK $ROST $DE $ZM $WDAY
• Friday: $BJ

$SPY $QQQ

[Just a Dude Who Invests @DudeWhoInvests]

Popular software stocks FWD P/E ratios:

• $MSFT (Microsoft): 22x
• $CRM (Salesforce): 13x
• $ADBE (Adobe): 11x
• $NOW (ServiceNow): 22x
• $ORCL (Oracle): 24x
• $INTU (Intuit): 15x
• $PLTR (Palantir): 95x
• $SAP (SAP SE): 20x
• $SNOW (Snowflake): 85x
• $CRWD (CrowdStrike): 115x

What stands out?

Adobe is at 11x… 😮

[Mike Investing @MrMikeInvesting]

SpaceX $SPCX is officially set to go public on June 12.

This will be the largest IPO in history, & will cause a total reprice amongst the entire space sector.

These are the critical sectors amongst the space theme:

Satellite Communication & Operations
$ASTS ~ AST SpaceMobile
$PL ~ Planet Labs
$GSAT ~ Globalstar
$SPIR ~ Spire Global
$AMZN ~ Amazon
$VSAT ~ Viasat

Spacecraft & launch systems
$RDW ~ Redwire
$RKLB ~ RocketLab
$LMT ~ Lockheed Martin
$KTOS ~ Kratos Defense
$FLY ~ Firefly Aerospace
$LUNR ~ Intuitive Machines

Specialty Materials
$CRS ~ Carpenter Technology
$ATI ~ ATI Inc
$MTRN ~ Materion
$GLW ~ Corning
$PKE ~ Park Aerospace

Propulsion Systems & Fuel
$LIN ~ Linde
$APD ~ Air products & Chem
$NEU ~ NewMarket

Electronics & Semis
$NVDA ~ Nvidia
$AVGO ~ Broadcom
$COHR ~ Coherent
$LITE ~ Lumentum

[Shay Boloor @StockSavvyShay]

President Trump’s latest 278-T filing reportedly disclosed 3,600+ transactions so far in 2026.

The filing appears to show $1M+ positions in:
• $NVDA
• $AAPL
• $ORCL
• $AVGO
• $NOW
• $ADBE
• $WDAY
• $DELL
• $BA
• $UBER
• $COST
• $SNPS
• $CDNS
• $TXN
• $PG

[The Future Investors @ftr_investors]

Markets at all-time highs. Semis through the roof 📈🚀

But that’s far from the full story…

Many stocks are still trading well below their 52-week highs 📉🌠

$META | Meta: -23%
$MSFT | Microsoft: -27%
$SPGI | S&P Global: -30%
$NU | Nu Holdings: -32%
$BKNG | Booking: -33%
$NFLX | Netflix: -34%
$APP | AppLovin: -38%
$RMS | Hermès: -39%
$MELI | MercadoLibre: -42%
$CRM | Salesforce: -44%
$ADBE | Adobe: -45%
$CMG | Chipotle: -45%
$SPOT | Spotify: -46%
$SHOP | Shopify: -48%
$ADYEN | Adyen: -48%
$HOOD | Robinhood: -50%
$SE | Sea Limited: -52%
$FICO | FICO: -53%
$AXON | Axon: -58%
$CELH | Celsius Holdings: -58%
$NOW | ServiceNow: -59%
$TMDX | TransMedics: -60%
$TTD | The Trade Desk: -78%
$DUOL | Duolingo: -80%

Which stocks don’t deserve these drops? 👇

[Mothman @zinder72]

สัปดาห์หน้า 11-15 พฤษภาคม

[TheGentleTraveler @LeaderInvests]

Another solid week ahead!

Monday
- $HIMS (after Close)
- $ASTS (afther Close)
- $CLSK (after Close) $GOOG deal
- $KEEL (before Open)

Tuesday
- $OKLO (after Close)

Wednesday
- $NBIS (before Open)
- $BABA (before Open)
- $EOSE (before Open)

Thursday
- $ONDS (before Open)

Another BIG week for AI infrastructure names. $CLSK - $KEEL have been the names not having announced a deal YET.

It's go time!

[Elon Musk @elonmusk]

It was an honor to be shown the awesome @Intel fab in Oregon this week. Looking forward to a great partnership with @SpaceX & @Tesla!

[Sergey @SergeyCYW]

AI needs energy. From uranium to grid equipment, the power stack behind AI is becoming its own supply chain.

Data centers need GPUs. GPUs need racks. Racks need power. Power needs grid access, firm generation, storage, cooling, and fuel.

Hyperscalers are no longer only competing for compute capacity. They are competing for long-term electricity supply, faster interconnection, backup systems, and local power solutions.

Here are 10 companies positioned across the AI energy stack:

$GEV — GE Vernova Market Cap: $294B | NTM Revenue Growth Est: +19%

GE Vernova is one of the key grid infrastructure names tied to AI data center expansion. Its Electrification segment booked $7.1B in Q1 orders, with a 2.5 book-to-bill ratio. More importantly, data center equipment orders reached $2.4B in one quarter, already above last year’s total. The role is clear: transformers, switchgear, and grid architecture needed to connect AI campuses to the broader power system.

$AMSC — American Superconductor Market Cap: $2.6B | NTM Revenue Growth Est: +24%

AMSC sits in the power quality and grid-stability layer. AI data centers create dense local loads, especially in constrained regions where voltage control and power resiliency matter. Its grid segment represents more than 80% of revenue, and management highlighted momentum in materials and semiconductor divisions tied to localized data center infrastructure. The company also turned free-cash-flow positive as demand for grid-stabilizing systems improved.

$CEG — Constellation Energy Market Cap: $100B | NTM Revenue Growth Est: +31%

Constellation is the large-scale nuclear baseload provider in the AI energy stack. Tech companies want 24/7 carbon-free power, and CEG owns the largest nuclear fleet in the U.S. The Calpine acquisition adds 27GW of natural gas capacity, giving the company more dispatchable supply for near-term demand. Management also increased its buyback authorization to $5B and outlined a $3.9B capex plan aimed at clean energy constraints.

$FLNC — Fluence Energy Market Cap: $2.3B | NTM Revenue Growth Est: +34%

Fluence is the battery storage layer for AI power demand. Data centers need always-on electricity, while renewables remain intermittent. FLNC delivered 2.3GWh of storage in Q1 and holds a $5.5B backlog. The more interesting piece is its active 36GWh data center pipeline, even though management has not yet converted those engagements into signed backlog. Smartstack targets high-density storage where AI campuses face space constraints.

$VST — Vistra Market Cap: $54B | NTM Revenue Growth Est: +47%

Vistra is a dispatchable power and nuclear offtake play. The company signed a 20-year agreement with Meta to deliver 2.6GW of zero-carbon nuclear power for an AI data center in Ohio. It also acquired Cogentrix for $4.7B, adding 10 gas facilities and 5.5GW of capacity. VST has also secured a 20-year nuclear power agreement with AWS, placing it directly inside the AI compute power procurement cycle.

$TLN — Talen Energy Market Cap: $17.5B | NTM Revenue Growth Est: +54%

Talen is turning nuclear generation into direct AI data center supply. Its expanded Amazon agreement locks in up to 1,920MW of nuclear power through 2042. The anchor asset is the 2.2GW Susquehanna nuclear facility, designed to support a collocated, 24/7 carbon-free data center campus. TLN is moving from merchant power exposure toward long-term contracted offtake, with management guiding to up to $1.18B in 2026 free cash flow.

$SMR — NuScale Power Market Cap: $3.5B | NTM Revenue Growth Est: +60%

NuScale represents the small modular reactor angle. AI campuses need scalable carbon-free power, but traditional nuclear projects require massive upfront capital and long timelines. SMR’s TVA and ENTRA1 partnership targets a 6GW SMR program across the seven-state TVA region. Its 12-module plant structure can scale gradually as compute clusters come online, making modular nuclear a potential fit for staged AI power demand.

$BE — Bloom Energy Market Cap: $71B | NTM Revenue Growth Est: +72%

Bloom Energy is the on-site power layer for AI campuses facing long grid interconnection delays. Its Oracle Project Jupiter agreement positions Bloom as the sole power provider for a New Mexico AI data center campus, with up to 2.45GW of solid oxide fuel cell capacity. The setup replaces planned gas turbines with a private microgrid. Management lifted 2026 revenue guidance to around $3.8B as AI data center demand reshaped the business mix.

$EOSE — Eos Energy Market Cap: $1.6B | NTM Revenue Growth Est: +166%

Eos provides zinc-based long-duration batteries for off-grid and power-constrained AI sites. Its TURBINE-X partnership targets up to 2GWh of storage across hyperscale data center projects over 36 months, pairing batteries with simple-cycle gas turbines for on-site microgrids. The MN8 Energy agreement adds 750MWh tied to solar plus 10-hour discharge batteries, aimed at round-the-clock power for high-demand industrial loads.

$UEC — Uranium Energy Market Cap: $7.1B | NTM Revenue Growth Est: +215%

UEC is the nuclear fuel exposure in the AI energy stack. AI data centers are increasing interest in nuclear baseload power, and uranium supply remains structurally tight. UEC is bringing low-cost ISR projects online in Wyoming and South Texas while keeping its order book unhedged. That structure gives direct exposure to uranium pricing if nuclear demand from utilities and hyperscalers continues to support the market.