Nancy Pelosi Stock Tracker ♟ — Breaking: Rep. Dan Crenshaw is back on the trading desk
He just bought a 3x oil ETF $USOU
Along with selling $AMZN, $AAPL, $META, & $GOOGL https://t.co/R8Q4wi7orn↗
Jul 17
Shay Boloor — $META is hiring longtime $AMZN AWS infrastructure executive Dave Brown to help lead its AI data center buildout as it weighs a cloud push.
Zuckerberg says Meta cloud is “definitel…↗
Jul 16
Frenchie — Concernant les semi-conducteurs le marché price plusieurs narratifs en même temps :
1. Rotation vers les hyperscalers
Les investisseurs semblent réduire le beta sur les semis pou…↗
Jul 16
Alphatica — -$3.97B. $QQQ -$1.04B zero lit buys. $SPY -$948M zero lit buys. $NVDA -$762M. $MU -$476M. $RIVN -$265M single print. $AAPL +$180M. The only buyer. Q3 week three.
$1.18B in buy blo…↗
Jul 16
Michael | Hypermarkets — The AI "bubble" already popped.
Average drawdown: -42% from peaks so far:
🔴 NuScale $SMR -85%
🔴 Oklo $OKLO -76%
🔴 Redwire $RDW -69%
🔴 Navitas $NVTS -63%
🔴 Oracle $ORCL -62%
�…↗
Jul 16
Nancy Pelosi Stock Tracker ♟ — Breaking: President Trump promoted more than 20 companies on his Truth Social account days after buying stock in those firms, per CNN
Here's the list:
US Steel $X
Tesla $TSLA
GE A…↗
Jul 16
InvestmentGuru — Best to concentrate on this stocks in this market.
$META
$GOOG
$AMZN
$AAPL
$MSFT
$ORCL
$PLTR
$NVDA↗
Jul 16
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Momentum stocks are getting crushed in July. Goldman Sachs’ High-Beta Momentum Index is down 24% month…↗
Jul 15
Shay Boloor — $NVDA unveiled two new Blackwell-powered modules called T2000 and T3000 to bring robotics and edge AI to the mass market.
Leading robotics companies are already adopting Jetson Th…↗
Alphatica — +$17.95B. $AAPL +$12.08B. $2.2M sells. $NVDA +$11.23B. $MSFT +$5.65B. $AMZN +$4.45B. Four names near-zero sells. $MU -$15.70B. The consistent buyer for two weeks just got unwound.…↗
Jul 15
Carolyn Boroden — $AMZN Note how the symmetry support held on the weekly chart. Upside potential is to the 292.98 area. I always suggest trailing up stops just in case we don't meet the target! ht…↗
Jerry Capital — Buffett confirming the ROIC of the hyperscaler AI buildout
$AMZN +3.3%
$GOOG +3.8%
$META +3.5%↗
Jul 15
PhotonBull — Huge rotation into Mag7 stocks going on right now
$META $AAPL $AMZN $MSFT $GOOGL↗
Jul 15
CK Capital — Money is pouring into Mag7 companies.
$META up 3%
$AAPL up 3%
$AMZN up 3%
$MSFT up 3%
$GOOG up 2.6%
Ai growth stocks are getting killed again as capital rotates m.↗
Jul 15
InvestmentGuru — The Magnificent 7 remain my favorite trading opportunities in this environment due to their strong technical setups and institutional support
$AAPL
$AMZN
$META↗
Jul 15
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. June U.S. inflation came in much cooler than expected. Headline CPI was 3.5% YoY vs 3.8% expected, wh…↗
Jul 14
Chris Ray — @Tjernlund You’ll want to search @scotto2050’s account for “$AMZN” but basically RKLB appears to be the clear reaction wheel supplier for Amazon’s mega constellation.↗
Jul 14
Chris Ray — The $RKLB x $AMZN reaction wheel connection is nearly impossible to doubt now…↗
Jul 14
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Trump says the U.S. is reinstating the blockade and will now charge a 20% fee on all cargo passing thr…↗
Jul 13
InvestmentGuru — Better trading setup in this market
$META
$MSFT
$NVDA
$AMZN
$ORCL
$AAPL
$GOOG
$AMZN
$AVGO
$TSLA↗
Jul 12
Alphatica — WEEKLY DARK POOL RECAP | Week 17 | Q3 Week Two
Our classification algorithm called 13/17 correct. 76.5%. Top 10 by conviction: 10/10. $24.2B net buy. The dark pool bought the wors…↗
Jul 11
InvestmentGuru — Mag 7: The Unloved Trade Is Set Up to Snap Back
Everyone’s rotated out of Mag 7 into secondary tech and cyclicals in 2026. That crowding is exactly why the short-term setup now fa…↗
Jul 11
InvestmentGuru — The Magnificent Seven: $22 Trillion, $700 Billion, and a Reversal Nobody Priced In
$AAPL , $MSFT , $NVDA , $GOOG , $AMZN , $META , $TSLA — seven names now worth more than the GDP…↗
Jul 10
JC Investing — $MU is a 1500 stock trading at $1000
$AMZN is a $400 stock trading at $245
$HIMS is a $15 stock trading at $35
$PYPL is a $20 stock trading at $45↗
Jul 10
Alphatica — +$14.98B. Third consecutive session above +$13B. $NVDA +$3.99B. $6.5M sells. The $326M alert validated. $AMZN -$854M. $19.6M buys. Near zero. The tape picked winners and losers. Q3…↗
Jul 10
Serenity — Regarding $AMZN RNG + OpenAI’s MRC and VCSELs.
In what appears to be an indirect response on B. Riley's $AAOI sell report regarding optimizations that "flattens networks and cuts…↗
Jul 10
TheValueist — $AMZN $GOOGL $MSFT $META $ORCL My hyperscaler consensus capex and FCF revisions tracker is attached. I haven't shared this in a while, and now seems like a good time for an update.…↗
Jul 10
unusual_whales — Companies are shifting toward cheaper open‑source AI models to rein in costs, Amazon, $AMZN, CTO has said↗
Jul 9
Alphatica — DARK POOL SCANNER | July 9, 2026
+$983M net buy. $META +$491M zero sells. $SPY +$471M third session. $SOXX +$314M alert validated. $AAPL +$297M. $MU -$1.19B. Tapes disagree. Lit:…↗
Jul 9
Shay Boloor — $AMZN Shipping is reportedly targeting $FDX and $UPS customers with lower parcel pricing and fewer surcharges.
Some customers are saving up to $6 per package while one large retai…↗
Jul 9
Ben Pouladian — Michael Burry is obviously a legend. But this GPU depreciation argument feels like accounting looking at a data center without understanding the stack.
A100s are not “dead” becaus…↗
Jul 9
Shay Boloor — $SPCX launched 1,589 Starlink satellites in 1H 2026.
At the current run rate, SpaceX could surpass last year’s record of 3,180 Starlink launches while $AMZN LEO network has deplo…↗
Jul 9
InvestmentGuru — Can Anthropic Single-Handedly Save the Entire AI Industry Chain?
SemiAnalysis just dropped numbers that should reframe how you’re thinking about the AI trade.
Anthropic is tracki…↗
Shay Boloor — $AMZN plans to invest $5B in the Philippines over the next 15 years to expand AWS cloud infrastructure in Southeast Asia.
The investment is expected to support a new AWS region wi…↗
Jul 8
Shay Boloor — $AMZN AWS partners with $WBD on an agentic AI advertising platform and is named Fox’s preferred AI cloud.
Warner Bros. Discovery plans to launch unified media planning on AWS in Q…↗
Jul 8
Shay Boloor — $AMZN is developing an Alexa AI project codenamed Moonraker to handle multistep tasks like booking a ride and texting a friend.
Internal docs reportedly project more than $100M in…↗
Jul 8
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #48
Daniel & I will be live today at 1PM ET exclusively on the Futurum Equities YouTube channel covering:
• Is the memory trade over for $MU, $S…↗
Jul 8
Michael | Hypermarkets — Every company partnered with $NVDA ⬇️
HYPERSCALE & CLOUD
$AMZN (AWS) — $10B+/yr cloud AI infrastructure, training and inference at scale
$MSFT (Azure) — $10B+/yr cloud GPU comput…↗
Jul 8
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. U.S. Central Command forces have begun launching powerful strikes against Iranian targets in response…↗
Jul 7
Alphatica — DARK POOL SCANNER | July 7, 2026
+$472M net buy. The dark pool bought the sell day. $SPY +$784M. Alert validated. $META +$480M. $GOOGL -$353M near-zero buys. $INTC -$113M net desp…↗
Jul 7
Serenity — @stockshop199020 Literally just Elon.
- The guy + $SPCX is basically the only reason why US is in the lead with Space.
- $TSLA led EV commercialization in US
He's sometimes off…↗
Jul 7
amit — so is this chip selloff going to be like every other chip selloff in the past two months where the dip gets bought within a few days?
or are people actually selling here
every ti…↗
Jul 7
unusual_whales — Amazon, $AMZN, is looking to raise at least $25 billion from a US dollar bond sale, per Bloomberg↗
Jul 7
Alex A.C. — I'm seeing HUGE amount of Panican Nonsense -PN- out there lately due to the recent underperformance of the HIGH QUALITY AI names, say, $SNDK , $MU , $LITE , $AMZN and other ones ve…↗
Jul 7
Shay Boloor — $AMZN plans to raise at least $25B through an eight-part U.S. dollar bond sale. https://t.co/t8TmxK06lR↗
Jul 7
PhotonBull — Seems like there will be enough capex to keep the AI theme going
$AMZN https://t.co/6xXRpQrSbN↗
Jul 7
InvestmentGuru — Best Trading Setups on My Watchlist
$META
$AAPL
$AMZN
$TSLA
$RDDT
$MSFT
$NOW
$NVDA
$PLTR
$GOOG
These are some of the strongest large-cap setups in the current market. Most contin…↗
Jul 7
InvestmentGuru — THE FREE COMPUTE LAND GRAB
The AI war is no longer just about building the best models.
It’s about owning the customer.
Hyperscalers ($GOOG $MSFT $AMZN $META) are giving away or…↗
Jul 7
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. SpaceX $SPCX will be added to the Nasdaq 100 tomorrow before the market opens, creating forced buying…↗
Jul 6
BMSInvests — $ONDS
👀💎 Probably nothing once again..ah who am I kidding⁉️
Just one of the largest institutional holders of $ONDS (32.68M shares, 5.7%), Larry Hirsch, being the Chairman of t…↗
Jul 6
Serenity — It’s interesting to witness psychology around valuation anchoring + scarcity.
Retail, for example, are buying Figure, last valued at ~$39B through CEFs…
At $158B, since it’s priv…↗
Jul 6
Michael | Hypermarkets — Even with a small account less than $10,000 you can 10x it by 2030 by doing 3 things:
1. buy super strong companies like $MU $NVDA $SPCX $AMZN $AAPL $META $MSFT
2. buy LEAP optio…↗
Jul 6
Shay Boloor — Morgan Stanley says the AI trade is rotating away from the stocks that led the rally with indexes likely to stay pressured as the “momentum unwind” hits larger index names.
The f…↗
Jul 6
Shay Boloor — B. Riley says Amazon’s RNG and OpenAI’s MRC protocols create a “major structural risk” for optical infrastructure and photonics stocks by flattening AI data center networks.
The c…↗
Jul 6
InvestmentGuru — Stocks on My Radar This Week
$SPCX for continued post-IPO accumulation
$TSLA as volatility creates swing trading setups
$NVDA as the AI leader
$MU with the memory supercycle thesi…↗
Jul 6
unusual_whales — This is interesting timing.
On July 23, 2025, Trump purchased $5 million of Broadcom, $AVGO, Meta. $META, Amazon, $AMZN, Apple, $AAPL, Microsoft, $MSFT, and Nvidia, $NVDA.
Later…↗
Jul 5
unusual_whales — Consider this.
On September 23, 2025, Trump bought up to $1 million of Amazon, $AMZN, stock.
On September 25, 2025, Trump's FTC settled a major probe into Amazon over alleged dec…↗
Jul 5
Serenity — @heyfinlo Yep, $AMZN looks like the clear winner in physical AI shift.
I think the Amazon ecosystem... is probably going to the catalyst for robotics players compared to others i…↗
Jul 5
Serenity — Came across an interesting report from SVRC Research called "State of Robotics 2026", published in April.
Which listed:
1. Figure AI
2. Agility Robotics $CCXI
3. Apptronik
4.…↗
Jul 5
Shay Boloor — POPULAR STOCKS BY PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Here’s how they stack up:
• $TSLA 4.5x
• $SPCX 3.8x
• $GOOGL 2.9x
•…↗
Jul 5
unusual_whales — Trump received $10.7 million licensing fee from Amazon, $AMZN, for 'Melania' documentary↗
Jul 5
Serenity — Looks like there's a high power cylindrical cell / BBU cell shortage (aka: bottleneck):
- Samsung SDI supplies the cells to Simplo, which assembles them into BBUs for $META to $AM…↗
Jul 5
The Future Investors — Hyperscaler capex is expected to reach $757B in 2026 and $920B in 2027 💰🤖
That's:
📈 +84% YoY in 2026
📈 +22% YoY in 2027
The AI infrastructure buildout isn't slowing down.
$M…↗
Jul 4
Serenity — @fivepointscap Yep, $SE $MELI $JD $AMZN and the other e-commerce giants are the most obvious beneficiary of physical AI push that I can think of
Given they can optimizing opex imm…↗
Jul 4
Serenity — Nikkei - $JD E-Commerce Giant CEO warns "Robots Will Replace 700,000 Delivery Workers".
Per FT's earlier piece last month: The 700,000 delivery personnel working for the firm wil…↗
Jul 4
Black Panther Capital — JUNE 2026 PORTFOLIO UPDATE:
Numbers first. Then the breakdown.
MONTHLY PERFORMANCE
> Long-Term Port: -21.33%
> Short-Term Port: -10.78%
YTD PERFORMANCE
> Long-Term Port: +50.07%…↗
Jul 4
CK Capital — $NOK has stacked up deal after deal for two straight weeks and the stock has done nothing but bleed, down roughly 30% from its June highs while the news flow gets better by the day…↗
Serenity — Bruh, when I first tried out ChatGPT around 2023, I thought it LLMs were garbage at coding.
3Y later, Mythos is considered a modern day “nuke” for cybersecurity.
People keep sa…↗
Jul 3
CK Capital — No matter how the S-4 turns out, money is piling into $CCXI.
It is the only ticker in the US market that gets you a pure play humanoid company.
A robot maker, backed by $NVDA, $…↗
Jul 3
Shay Boloor — $AMZN ads business has nearly tripling in under five years to $72B business without a single down quarter while still growing 23% YoY on an already massive base.
Amazon is now the…↗
Jul 3
The Future Investors — $AMZN Amazon plans to launch its Leo satellite internet service later this year after reaching 394 satellites in orbit. The network will initially cover limited regions and gradual…↗
Jul 2
Alphatica — DARK POOL SCANNER | July 2, 2026
$MSFT +$818M. Zero sells. Second consecutive session. $SPY -$1.27B. Flipped back to sell. $MCD +$572M zero sells. The dark pool is buying defensiv…↗
Jul 2
Alphatica — -$12.58B. $AAPL +$2.18B zero sells. $MSFT +$2.02B. Second buy. $MU -$4.58B. Second sell. $TSLA -$2.38B near-zero buys. The tape picked winners and losers. Q3 day two.
$19.48B in b…↗
Jul 2
Serenity — @supplepest What's this PTSD about SPACs? I only care about the company fundamentals.
$NVDA, Softbank, $AMZN and others don't just back some random crapco. And Foxconn is funding…↗
Jul 2
Serenity — Agility Robotics is literally the #1 humanoid player in the US in terms of commercialization today imo.
Personal Rankings:
1. Agility Robotics via $CCXI
2. $TSLA Optimus ($1T+…↗
Jul 2
Shay Boloor — $AMZN plans to begin internet service this year after its latest launch.
Amazon Leo now has more than 390 satellites deployed after ULA launched 29 more on Atlas V giving the comp…↗
Jul 2
CK Capital — $MSFT, $GOOGL, $AMZN, and $META will spend roughly $725 billion on AI infrastructure this year. Two years ago that number was $226 billion.
Up 77% this year alone. Three straight…↗
Jul 2
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #48
Daniel & I will be live today at 11AM ET exclusively on the Futurum Equities YouTube channel covering:
• $META building “Meta Compute” to se…↗
The Future Investors — $AMZN Amazon is expanding its in-house AI chip strategy with its AZ3 and AZ3 Pro chips, powering devices like Echo Show and Fire TV. The company also teased a new generation of AI-…↗
Michael | Hypermarkets — 1️⃣ Vera Rubin ramp (H2 2026) — Rubin already sampling, early access with $MSFT $GOOGL $META $AMZN. Mgmt has flagged ~$500B combined Blackwell+Rubin revenue visibility through end…↗
Jul 2
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Meta $META is reportedly developing a cloud business called Meta Compute to sell access to excess A…↗
Jul 1
Alphatica — Dark pool alert. After hours.
| 17:47:28 NVDA BUY $500,000,097 NASDAQ Carte │
│ 17:46:49 AMZN BUY $154,711,203 NASDAQ Carte |
$500M $NVDA buy. 5:47 PM. NASDAQ Carteret.
$155M $AM…↗
Jul 1
Alphatica — $MU -$5.27B. Four semis combined -$8.03B. $MSFT +$1.67B flipped to buy. $SPY +$3.86B. $META +$2.63B. The hardware/software split hit the block tape. Q3 day one.
$26.36B in buy blo…↗
Jul 1
unusual_whales — BREAKING: Look at this.
On July 23, 2025, Trump purchased up to $5 million of Broadcom, $AVGO, Meta, $META, Amazon, $AMZN, Apple, $AAPL, Microsoft, $MSFT, & Nvidia, $NVDA.
La…↗
Jul 1
unusual_whales — BREAKING: Look at this.
On September 23, 2025, Trump purchased up to $1 million of Amazon, $AMZN, stock.
On September 25, 2025, Trump’s FTC settled a major probe into Amazon over…↗
Jul 1
Shay Boloor — $ORCL is borrowing aggressively to build AI data centers for a customer base heavily tied to OpenAI and the market is starting to question whether Oracle can fund that buildout wit…↗
Jul 1
Serenity — Just dropping these 3 slides from Agility Robotics ( $CCXI ) presentations.
For the US robotic program doomposters:
1. “75% of parts” - sourced from the USA
2. Just eyeballing t…↗
Serenity — Just a random thought, leading US humanoid players strangely me of the current LLM dynamics:
Agility ( $CCXI ) kinda feels like Anthropic for robotics.
With $AMZN and $NVDA heavi…↗
Jul 1
amit — so Trump's annual financials came out today
he made $635M off his memecoin
then he bought a minimum of $1M of stock in companies like $AMZN $PLTR $MSFT $NVDA and $AAPL
JD Vance…↗
June 2026 · 206 mentions
Jun 30
Alphatica — DARK POOL SCANNER | June 30, 2026
$SPY -$3.27B dark pool. Fourth session in five. $SOXX +$340M. $IWM +$383M. $META +$336M. $GOOGL +$319M. All zero sells. Three alerts validated. L…↗
Jun 30
Alphatica — +$14.16B. 11 buyers. 3 sellers. Five names with zero sells. $QQQ +$4.36B. $MU +$2.92B. $SPY the lone index sell. Last day of Q2.
18,740 blocks (combined sessions). June 30, 2026.…↗
Jun 30
Mo — July Seasonality.
$SPX
Steady strength builds through the month → brief mid-month pause → historically finishes July near the highs.
$AAPL
Slow start → momentum builds into mid-…↗
Shay Boloor — POPULAR STOCKS BY PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Here’s how they stack up now:
• $TSLA ~5.0x
• $GOOGL ~3.1x
• $ALAB…↗
May 30
unusual_whales — Amazon, $AMZN, has said to its employees, per BI: 'Don't use AI just to use AI'↗
May 30
Michael | Hypermarkets — It's 2035, you're a millionaire, you did exactly this in June 2026:
1. Open up a ROTH IRA (or tax-free savings account)
2. Buy stocks Trump is telling you to buy when he says it (…
April 2026 · 395 mentions
Apr 30
Shay Boloor — Trainium is becoming the key to the $AMZN story with over $225B in commitments, Trainium2 sold out & Trainium3 nearly fully subscribed.
The bigger shift is AWS now bringing in…↗
Apr 30
mon — Really great day today.
- $IREN +6% is hiring non-stop. 👀
- $CIFR +5%, $NBIS & $CRWV -2%, $WULF +8%.
- The big 4 HS Capex is not slowing down.
- $META & $MSFT 🔴. $AMZN &…↗
Apr 30
Alphatica — $34.5 billion in block flow. Net: +$367 million. A coin flip.
The flattest day of the entire series. $17.5B in buys. $17.1B in sells. Net flow: +$367M. Buy/sell ratio: 1.0 to 1.…↗
Mo — April seasonality is very clear.
$SPX
Strong grind higher most of the month.
Momentum builds into the back half.
$AAPL
Steady accumulation → strongest late-month.
$MSFT
Consiste…↗
Mar 31
Jason Luongo — If you're under 35 this correction is a gift.
I'm looking to buy...
$NVDA below $170, AI compute demand sold out through 2027
$AMZN below $200, AWS is the backbone of every AI co…↗
Shay Boloor — $AMZN won a deal to bring its LEO satellite internet service to 500 $DAL aircraft starting in 2028.
Delta expects the new in-flight Wi-Fi to be 3x to 5x faster than its current se…
— Amazon ($AMZN) just committed $1B to a new "Forward Deployed Engineering" unit.
The model is actually pretty smart and simple: it sends AWS engineers to sit inside your company a…
CK Capital — Agility Robotics is going public through $CCXI, and you just have to look at who is backing it.
$NVDA. $AMZN. $SFTBY. Foxconn. $SONY.
When the biggest names in AI, cloud, and ma…↗
Jun 30
Alphatica — BREAKING NEWS:
Anthropic just launched Claude Science. This is not a model update. This is a platform play.
Claude Science is an AI workbench for researchers that integrates scie…↗
Jun 30
Serenity — Yep! Agility Robotics is currently my favorite humanoid/robotics position.
They're set to be listed on NASDAQ via $CCXI as early as September (per Digitimes).
Just for informatio…↗
Jun 30
Shay Boloor — $AMZN AWS is investing $1B to embed AI engineers directly with customers to help them build and deploy AI applications.
The move expands AWS’s forward-deployed engineering model p…↗
Jun 30
Shay Boloor — @VanquishTrader $AMZN going to be a massive winner within robotics thematic↗
Jun 30
Shay Boloor — $AMZN plans to open a fully robotic logistics center in Poland in October 2026.
The facility is expected to create more than 1,000 jobs in its first year expanding Amazon’s automa…↗
Jun 30
Leandro — Estimates should be taken with a grain of salt but if ROIC for the hyperscalers is decent (no reason yet to think it’s not based on TPU/GPU pricing dynamics), this chart is very pl…↗
Jun 30
unusual_whales — Amazon, $AMZN, plans to hire 11,000 graduates and interns, highlighting continued demand for entry-level talent despite rising AI adoption, per Fortune.↗
Jun 30
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Palantir $PLTR and Nvidia $NVDA expanded their partnership to deliver sovereign AI for the U.S. gove…↗
Jun 29
Alphatica — DARK POOL SCANNER | June 29, 2026
$SPY -$3.18B dark pool. The sell resumed. Friday's window dressing was one session. $NVDA +$645M. $TSM +$296M zero sells. Lit: +$6B. Dark: -$2.2B…↗
Jun 29
Alphatica — The split tape. $TSLA +$1.91B near-zero sells. $MSFT -$2.45B. $NVDA +$1.75B. $SPY -$1.21B. The institutions are picking sides. Q2 close. JPM collar expired.
$31.18B in buy blocks.…↗
Jun 29
Shay Boloor — $AMZN and Anthropic reportedly renegotiated part of their deal to price Claude usage by tokens instead of compute hours starting next year.
Amazon is now looking at OpenAI and its…↗
Jun 29
Chris — $TSLA $AMZN Printing https://t.co/UHplvQ4UBb↗
Jun 29
Jason Luongo — 7. $AMZN - Amazon
Over 1 million robots now operating across fulfillment centers. Prime Air drone delivery expanding to serve 30M customers by end of 2026 with MK30 drones now in…↗
Jun 29
InvestmentGuru — Short-Term ETF Radar
$IGV · $MAGS · $LABU
Three interesting setups on the board right now. Here’s the read:
$IGV — iShares Tech-Software ETF
→ Software is staging a comeback a…↗
Jun 29
Serenity — $GM cuts 1,000 workers and replaces them with 50 robots (Jun 22nd report)
Reports also show GM is working on a deal with $NVDA on factory robotics.
This is industry validation fo…↗
Jun 29
InvestmentGuru — Not all Magnificent 7 stocks are the same anymore.
The AI reset has created different risk-reward profiles across the group.
• $MSFT – High-quality AI and enterprise play with lo…↗
Jun 28
Alex A.C. — "Ultimately [...] the CSPs’ own revenue base will be expanded by AI, so even as CAPEX grows in absolute terms, the CAPEX to revenue ratio will decelerate, eventually setting off a…↗
Jun 28
InvestmentGuru — The Robotics Bull Run Is Here.
Every factory, every warehouse, every hospital, every battlefield, every ocean floor — being rewired with intelligent machines. Not in twenty years…↗
Shay Boloor — $AMZN is on track to become the first company to cross $1 trillion in annual revenue by 2028.
What makes that possible is that Amazon has become one of the most important infrastr…↗
Jun 28
The Future Investors — $AMZN Amazon Prime Day drove a record $26.4B in U.S. online sales, up 9.3% from last year's $24.1B, while the average order size fell from $53.34 to $47.66 🛒📦 https://t.co/dV0F6O…↗
Jun 27
Frenchie — Le trade sur l'IA est-il mort ? (Je vous préviens c'est un mega tunnel)
>Non
Mais pour la première fois, ce n'est plus la bonne question, et il faut faire un petit voyage dans le…↗
Jun 27
Lawrence McDonald — S&P 500 equal weight, on all-time highs Friday
Drawdowns Achieved Last Week
Microsoft $MSFT -36%
Meta $META -31%
Tesla $TSLA -24%
Nvidia $NVDA -19%
Google $GOOGL -19%
Amazon…↗
Jun 27
Shay Boloor — $ORCL just had its worst one-week stock performance in 25 years.
Oracle is borrowing at scale to build AI data centers for a customer base heavily tied to OpenAI and I think the…↗
Jun 27
The Future Investors — The headlines: "The market is expensive. Are we in a bubble?" 📰📺
Meanwhile, several Big Tech stocks are trading at their lowest fwd P/E multiples in years:
$META: 16.7×
$MSFT: 1…↗
Jun 27
Serenity — Robotics is next.
Both deal count and investment amounts are skyrocketing per pitchbook March data (source: a16z)
Good thing is: the same AI DC exposure often has cross-exposure…↗
Jun 26
Alphatica — DARK POOL SCANNER | June 26, 2026
$SPY dark pool +$3.64B. The pattern returned. Yesterday: zero buyers. Today: zero sellers. Both tapes buy everything. Q2 window dressing.
611 of…↗
Jun 26
Alphatica — +$22.24B. All 8 buy. Zero sellers. Third time. Yesterday: -$17.88B. Today: complete reversal. Q2 window dressing.
$39.51B in buy blocks. $17.28B in sells. Net flow: +$22.24B. 31,3…↗
Jun 26
Black Panther Capital — Something is not adding up here? 🤫
Don’t own US Stocks… Okay….
I’ll sell my $IREN $NBIS $AAOI $RKLB $GOOG $MU $META $AMZN $SNDK if you say so….
…But let me first check your por…↗
Jun 26
unusual_whales — Amazon, $AMZN, AWS is reportedly raising prices on its EC2 Capacity Block reservations for machine-learning GPU instances by approximately 20% effective July 1, 2026, per Investing…↗
Jun 26
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #47
Daniel and I will be live tomorrow at 1PM ET exclusively on the Futurum Equities YouTube channel covering:
• $CBRS & $MU earnings and what t…↗
Jun 26
Michael | Hypermarkets — These companies here cuased the inflation:
$MU — Memory prices spiked as HBM demand outstripped supply for AI servers.
$SNDK — NAND shortage tightened as hyperscalers hoarded sto…↗
Jun 26
Shay Boloor — $AMZN is reportedly raising GPU instance prices by 20% next month which is another sign that AI compute scarcity is turning into pricing power across the infrastructure stack.
$NV…↗
Alphatica — $MU: only buyer. +$1.14B. Earnings validated. Everything else sells. $AAPL -$2.94B. $NVDA -$2.39B. $MSFT -$2.04B. Quarter-end rebalancing.
$22.02B in buy blocks. $39.90B in sells.…↗
Jun 25
Ben Pouladian — Today 3 reports, one loop.
@OpenAI Codex study: work is shifting from chat to delegation—agentic tasks burn orders of magnitude more tokens (volume +14x YoY). Exponential View (@a…↗
Jun 25
InvestmentGuru — MAG 7 feeling pressure here
$AAPL
$GOOG
$MSFT
$TSLA
$NVDA
$META
$AMZN
All red today↗
Jun 25
Mo — The Nasdaq is ripping after Micron earnings, yet look beneath the surface.
Every MAG7 name is down double digits this month except NVDA... and even NVDA is still negative.
Now lo…↗
Jun 25
Lando — Update:
These are the best headphones I’ve ever worn
10/10 recommend. If you’ve never had a great pair of headphones you NEED to splurge a little bit
It’s night and day compar…↗
Jun 25
InvestmentGuru — $AMZN TO INVEST ADDITIONAL $13B IN INDIA 🇮🇳 FOR AI BY 2030↗
Jun 25
Shay Boloor — $AMZN is investing another $13B into India AI and cloud infrastructure bringing its 2026-2030 India commitment to $48B.
The buildout expands AWS capacity in Mumbai and Hyderabad…↗
Jun 25
InvestmentGuru — $MU + $MRVL + $CRDO
The Three Pillars of AI Infrastructure You Want to Hold
THE MEMORY-TO-NETWORKING TRIO |
Every dollar flowing into AI data centers has to pass through these…↗
Jun 25
TheValueist — If you are investing in any part of the GAI infrastructure trade, I highly highly highly recommend you listen to the entire $MU earnings and callback calls. The analysts asking que…↗
Jun 24
Alphatica — DARK POOL SCANNER | June 24, 2026
The $SPY pattern broke. Dark pool sold $SPY -$1.44B. Both tapes agree for the first time. $TLT +$511M. Zero sells. Duration bought. $MU earnings…↗
Jun 24
Alphatica — $MU: -$5.53B. Zero buys. The largest single-name sell of the series. Earnings tonight. $7B sold in two sessions. The institutions exited.
$13.67B in buy blocks. $32.59B in sells.…↗
Jun 24
unusual_whales — Amazon, $AMZN, Prime Day household spending is down 16%, per Bloomberg.↗
Jun 24
Shay Boloor — $AMZN Zoox unveiled the “next evolution” of its robotaxi ahead of a wider U.S. rollout.
Updates include upgraded touchscreens, more comfortable seats, improved headrests and inter…↗
Jun 24
KawzInvests 🦑 — $NOK added AWS, Google Gemini, and Databricks to its autonomous networks platform in the same week. The stock didn't move.
To understand why this matters, you need to know what Le…↗
Jun 24
CK Capital — The last week and a half has quietly been one of the biggest stretches Nokia has had in years.
Price has barely moved after all of this.
Photonics expansion. $NOK expanded its ad…↗
Jun 24
Alex A.C. — $MRVL + $AVGO + $AMZN + Some other Big Tech, and likely you'll outperform Berkshire Hathaway with relatively low risk in the years ahead (see my past post about the giga underperfo…↗
Jun 24
Jason Luongo — I believe that these 10 stocks will outperform the market over the next 5 years:
1. $AMZN - Amazon
Q1 revenue $181.5B (+17% YoY). AWS hit $37.6B in revenue growing 28% YoY - the…↗
Jun 24
InvestmentGuru — $NOK is expanding its autonomous network push with $AMZN AWS and Databricks.↗
Jun 24
InvestmentGuru — Smart Money Scoreboard — 250D Returns
Who’s winning the long game?
📊 Tracking the big names:
➡️ Leopold’s Portfolio — +250.43% 🔥 ($NBIS newest add)
➡️ Soros Portfolio — +127.3…↗
Jun 24
Shay Boloor — Agility Robotics is going public via $CCXI at a $2.5B valuation and will trade under $AGLT.
The Digit humanoid robot maker is backed by $NVDA, $AMZN, SoftBank and Foxconn with Nvi…↗
Jun 24
Shay Boloor — $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 al…↗
Jun 24
BULL OF BRITAIN — $KEEL has been completly immovable in this chop, has been such a nice hedge for the port.
A lot of the strength comes from it's - pricing in ahead of the $AMZN deal - despite no…↗
Jun 24
Serenity — Don’t quite think “siphoned off” is the correct term.
It’s capex for massive revenue increase or margin increase down the line.
$AMZN is probably my favorite hyperscaler right n…↗
Jun 24
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Markets were under pressure today, with the S&P $SPY down ~1.5%, largely due to a sharp selloff in Sou…↗
Jun 23
amit — $GOOGL REPLACES $VZ VERIZON TO JOIN THE DOW JONES INDUSTRIAL AVERAGE.
Google now joins Amazon $AMZN, Apple $AAPL, $MSFT Microsoft, & $NVDA Nvidia as the other Mag 7's to join…↗
Jun 23
Shay Boloor — $CBRS Q1 EARNINGS
• Revenue $193M vs Est. $181M (+92% YoY)
• EBITDA $13M vs. Est. ($5M)
FY26 Outlook
• Revenue $860M vs Est. $830M (+69% YoY)
• Gross Margin 40% vs. Est. 44%
The…↗
Jun 23
Alphatica — $MU: +$3.49B yesterday. -$1.49B today. Zero buys. Eve of earnings. The semi complex destroyed. Seven names. All zero buys.
The buyers (two names):
$XLE +$336M (14 blocks,…↗
Jun 23
Lando — Made a business decision and splurged a bit on $AMZN prime day today
Man I’m glad I bought these, they get here tomorrow 👀 https://t.co/XTkUnwaMmQ↗
Jun 23
Wayne Liang — Tbh, I don't think you can go wrong with betting on most Neocloud names...
Regardless if it's $WYFI that handles colocation/hosting, $NBIS that has multiple verticals, or all the…↗
Jun 23
InvestmentGuru — MAG 7 LOST LEADERSHIP — BUT THE SETUP IS MORE BALANCED THAN IT LOOKS
The selloff was real. $GOOG led it, with $AMZN, $META, and $MSFT all getting hit. But this wasn’t broad market…↗
Jun 23
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. A major end-of-Q2 rebalancing wave could hit global markets, with JPMorgan estimating institutional in…↗
Jun 22
amit — @alexanderbittan Same here. Not bearish on $NFLX but man if the multiples are going to be similar to $GOOGL and $AMZN then the question is which becomes the better buy and that isn…↗
Jun 22
Alphatica — DARK POOL SCANNER | June 22, 2026
Lit: -$8.5B. Dark: $SPY +$1.11B. The dark pool still buys $SPY. Third consecutive session. $TLT -$354M. The duration bet unwound. We called it at…↗
Jun 22
Alphatica — LIT TAPE | June 22, 2026
-$8.5B net sell. Seven of eight names selling. Five with zero buys.
Thursday: +$57.92B. All 8 buy. Zero sellers. Quarterly OPEX.
Today: -$8.5B. Seven of…↗
Jun 22
amit — Bought $PLTR $AMZN $AVGO $SHOP
$PLTR — $119.50
$AMZN — $234.68
$AVGO — $394.60
$SHOP — $107.79
$AVGO is the only new position as it’s taken a nice tumble after earnings on a lack…↗
Jun 22
InvestmentGuru — My focus remains on the long-term winners across AI infrastructure, semiconductors, optical networking, foundries, robotics, space, energy, and digital assets.
Names like $MU, $AA…↗
Jun 21
Michael | Hypermarkets — Its 2040, regular person who bought these 6 ETF's right now are millionaires doing nothing...
Here's 6 steps to follow:
1. Open a tax-free investing account like a Roth IRA.
2. P…↗
Jun 21
Shay Boloor — POPULAR STOCKS BY PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Here’s how they stack up now:
• $SPCX ~4.7x
• $TSLA ~4.6x
• $GOOGL…↗
Jun 21
Michael | Hypermarkets — In 1 year, $AMKR spiked from $18 to $90 so 500% but it can easily hit $300-$500.
Here's 8 reasons why it hasn't ran like $AVGO $AMD $NVDA $MRVL $GOOG $AMZN:
1. Advanced packaging…↗
Shay Boloor — 4 STOCKS CONNECTING THE AI BUILDOUT
A modern AI system is thousands of chips wired together and they're only as fast as connections between them so as companies pour money into AI…↗
PhotonBull — @sportsmonkey10 $AMZN is too large for my style but yeah it should do well↗
Jun 19
Alphatica — @jimcramer The difference this time is the business model shift. Amazon kept its chips internal for years. Selling externally means they are confident enough to compete for revenue…↗
Jun 19
The Future Investors — The global space economy could grow from $630B today to more than $3T by 2050 🚀📈
Here are the companies best positioned to benefit 👇
📡 𝗦𝗮𝘁𝗲𝗹𝗹𝗶𝘁𝗲 𝗖𝗼𝗺𝗺𝘂𝗻𝗶𝗰𝗮𝘁…↗
Jun 19
Shay Boloor — The race to become the first $10T company is on and it's really a race to own the layers everything else depends on:
• $NVDA owns AI accelerator layer
• $TSLA owns EV & autonomy…↗
Jun 19
Alphatica — @unusual_whales The number behind the headline:
1975: 31% of families had both parents working full time.
2026: 52%.
In the same period, median home prices went from 2.5x median…↗
Jun 19
Shay Boloor — How much profit the Mag 7 are expected to generate over the next 3 years:
• $NVDA ~$1.1T
• $GOOGL ~$621B
• $MSFT ~$543B
• $AAPL ~$507B
• $AMZN ~$406B
• $META ~$318B
• $TSLA ~$25B…↗
Jun 18
unusual_whales — Amazon, $AMZN, in talks to sell Nvidia, $NVDA, rival chips to other companies, per Bloomberg.↗
Jun 18
Jose Najarro Stocks — WHAT THE CHIP!! Amazon $AMZN is pushing to sell its custom AI Chip, Tranium, which is great news for $MRVL investors.
Crazy how this has become a 5-bagger in the portfolio! Plent…↗
Jun 18
rubicon59 — Not only Samsung crushes the $META $AMZN and $MSFT on earnings, but also haD much much lower capex. How the tables have turned.↗
Jun 18
Chris Ray — If I had to buy one of the mega caps today, it’d be $AMZN hands down.
Not even a close second, imo.↗
Alphatica — BREAKING NEWS:
Amazon is in discussions to sell its custom AI chips to external customers. That makes Amazon a direct Nvidia competitor, not just a customer.
Until now, Amazon's…↗
Jun 18
Shay Boloor — $AMZN is reportedly in talks to sell its custom AI chips directly into other companies’ data centers.
Amazon says Trainium already supports $UBER, OpenAI and Anthropic which has d…↗
Jun 18
Jose Najarro Stocks — Amazon $AMZN has been hinting about this for a while. Especially when it has been sharing how much is chip business is doing individually.
Cool to see more confirmation on this .↗
Jun 18
Shay Boloor — @danielnewmanUV I still think $NVDA will be the world’s first $10T company but was wild to see $SPCX briefly worth more than $AMZN and $MSFT this week.↗
Jun 18
Wayne Liang — Before Neocloud rallies hard...
Here's what I like about:
$BTDR - ~3.0 GW global power portfolio with $69M+ AI Cloud ARR and Norway data center conversion
$CIFR - Nearly $10B in…↗
Jun 18
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. The Fed did not cut rates at this week’s meeting, and Kevin Warsh said there was “rigorous debate” amo…↗
Shay Boloor — $AMZN AI chief Peter DeSantis says “commercially useful small-scale quantum computers” could arrive within 5 to 7 years. https://t.co/cHxQgwQxyB↗
Jun 17
Shay Boloor — $AMZN is seeing rising demand for Trainium and Inferentia as customers scale AI infrastructure in an era of compute abundance.
The main draw is cost with some inference workloads…↗
Jun 17
amit — VANDA RESEARCH:
In the last 3 trading days, retail investors have bought the same amount of SpaceX $SPCX as they also bought in the following stocks combined…
$NVDA $GOOGL $META…↗
Jun 17
Shay Boloor — $RBRK plans to integrate Agent Cloud with $AMZN Bedrock AgentCore to strengthen security and governance for AI agents.
The integration will add agent discovery, risk visibility an…↗
Jun 17
Nick Colas & Jessica Rabe (DataTrek) — 2/2 ...Against $AMZN and $MSFT, its primary virtue is there are no historical earnings/margins to weigh down its valuation. Comped to global equities, $SPCX is valued like a sector…↗
Jun 17
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Tomorrow’s FOMC meeting will be Kevin Warsh’s first as Fed Chair, and the market will be watching clo…↗
Jun 17
InvestmentGuru — MAG 7 is old news.
New acronyms are taking over Wall Street — and they tell a very different story.
FAB 10
$NVDA $GOOGL $AAPL $MSFT $AMZN $TSLA $META $SPCX + OpenAI + Anthropic…↗
Jun 16
Shay Boloor — Great to be featured in Reuters today discussing why the market’s lens on the Mag 7 changes now that $SPCX is public.
The next leadership group will be defined by who controls the…↗
Jun 16
Alphatica — SpaceX IPO'd on Friday.
Today it overtook Microsoft and Amazon in market cap.
Two companies built over decades. One company that just showed up.
This is either the greatest debu…↗
Jun 16
Wayne Liang — $SPCX has now surpassed $AMZN as the 5th most valuable company on Earth at ~$3T.
Also just acquired Cursor for $60B (competes directly with Anthropic and OpenAI coding tools).
Co…↗
Jun 16
Shay Boloor — $SPCX IS NOW WORTH MORE THAN $AMZN https://t.co/ULgHl986S5↗
Jun 16
Serenity — Just some random thoughts, I do think AI is the most disruptive technology in human history.
To the level of agricultural or industrial revolution.
Since Anthropic, OpenAi, XAI,…↗
Serenity — @AsianbeBlazin Other way around, $NVDA bottlenecked the entire industry for EML capacity.
And did the same with CW capacity ONCE AGAIN with $LITE, $COHR, and $MRVL (if they have L…↗
Jun 15
Frenchie — L’action la plus intéressante sur PEA ?
Pour moi il s’agit de STMielectronics
Mais pourquoi le marché commence-t-il à la rerater ?
Parce qu’en Europe, il existe un besoin croi…↗
Jun 15
Shay Boloor — $AMZN AWS is deepening its partnership with QuEra to bring fault-tolerant quantum computing to Amazon Braket by 2028.
AWS positioning quantum as a future part of its accelerated c…↗
Jun 15
Shay Boloor — $AMZN plans to invest several billion dollars in Missouri to build a new “state-of-the-art data center campus.” https://t.co/UNg8ku8tg4↗
Jun 15
Alphatica — MORNING INTERNALS | 11:04 AM ET
Nasdaq +2.60%. Oil -5%. Breadth 0.81x. Every metric negative. The indexes surge. The market sells. The narrowest rally of the series.
Iran deal fi…↗
Jun 14
Shay Boloor — $MSFT 10 years ago:
• $50/share (split-adjusted basis)
• 21x earnings
• Written off as a legacy Windows-and-Office giant that missed mobile with Azure a distant #2 behind $AMZN AW…↗
Jun 13
SandemanStocks — Another way to think about the US government controlling AI models is to think of it as electricity:
Closed frontier AI world: A few giant power plants sell electricity to everyon…↗
Jun 12
Alphatica — DARK POOL SCANNER | June 12, 2026
Both tapes buy $MSFT. Both tapes buy $INTC. Both tapes buy $SPY. The dark pool agrees with the lit tape. For the first time in weeks.
518 off-ex…↗
Jun 12
Alphatica — @H_Francesa The point is the same. The market prices future earnings, not current earnings. Amazon in 1997 and SpaceX in 2026 both IPO'd at prices that don't make sense against tod…↗
Jun 12
Black Panther Capital — $AAPL IPO: 1 share at $22 → 224 shares today (~$66k return). 3,014x.
$NVDA: 1 at $12 → 480 shares (~$98k retur ). 8,200x.
$AMZN: 1 at $18 → 240 shares (~$58k return). 3,227x.
I’…↗
Jun 11
Alphatica — DARK POOL SCANNER | June 11, 2026
Iran peace deal. Lit: +$11.81B. Dark: -$2.79B. The dark pool sells indexes on a peace day. Fifth time in seven sessions.
519 off-exchange prints…↗
Jun 11
Alphatica — @anthony_lees Dark Pool was active. We will send the update shortly. $AMZN↗
Jun 11
NoLimit — A lot of people are dumping US stocks like $GOOG, $AMZN, $MSFT and $META to buy SpaceX tomorrow. https://t.co/GLwnwTpd1w↗
Jun 11
Shay Boloor — Jeff Bezos AI startup Prometheus is reportedly worth $41B and aims to bring AI to engineering and manufacturing.
Bezos says the company has raised significant funding because the…↗
Jun 11
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Iran announced a full shutdown of the Strait of Hormuz following U.S. strikes on southern Iran, sharpl…↗
Jun 11
InvestmentGuru — $MU — Best Buying Opportunity In This Market
$MU is sitting at the absolute epicenter of the AI memory supercycle, with HBM3E demand from hyperscalers accelerating faster than the…↗
Jun 10
Kevin Maro — Do not lose your shares.
$NBIS . $CRWV. $IREN. $AAOI. $CRDO . $LITE. $COHR. $NVDA. $AMZN. $GOOG. $RKLB. $ASTS. $HOOD. $SOFI.
Every single one of these will be dramatically highe…↗
Jun 10
Shay Boloor — $ORCL now has ~$638B of contracted backlog against a ~$540B market cap.
That backlog is larger than $GOOGL, $AMZN and even $MSFT. https://t.co/YkipoTV0ZD↗
Jun 10
Chris Ray — $AMZN back down to a $2.5T market cap… feels pretty cheap here. 🤔 https://t.co/BU67uxKN2B↗
Jun 10
Trade Whisperer — $GLW $AMZN Amazon Signed Multibillion-Dollar Fiber Optics Supply Agreement With Corning
In January, Corning signed a multiyear $6 billion agreement with Meta Platforms to expand i…↗
Jun 10
PhotonBull — $AMPG here we go
People are catching on to this little runner
Extremely strong performance today considering the rest of the market too
I wonder if there is some big news coming…↗
Jun 10
Shay Boloor — $AMZN says AWS Graviton5 is now generally available making its most powerful CPU chip available to all AWS customers.
AWS says Graviton5 delivers up to 25% better performance and…↗
Jun 10
The Future Investors — $AMZN Amazon secured a $17.5B delayed-draw loan facility from Citibank and other lenders, giving the company additional financial flexibility to fund its massive AI and data center…↗
Jun 10
Shay Boloor — $AMZN expanded its Supply Chain Services business by rolling out less-than-truckload freight shipping across the U.S.
Businesses can now use Amazon to ship palletized freight to a…↗
Jun 10
Jason Luongo — 10 stocks I will continue to invest in long term:
$NVDA - AI chips
$SOFI - digital banking
$IREN - AI data centers
$HOOD - retail brokerage
$NOK - telecom and networking
$OSS - ru…↗
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. The Nasdaq $QQQ fell as much as 5.3% intraday, marking one of the sharpest intraday drawdowns we’ve se…↗
Jun 9
NoLimit — This is crazy.
AMPG is exploding right after updating their site and adding $AMZN and $NVDA as their partners.
If you want to find stocks before they explode, you need to follow…↗
Jun 9
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here’s a full recap:
$NVDA CEO Jensen Huang pushed back on the recent stock market selloff, saying NVIDIA is still at the begi…↗
Jun 8
PhotonBull — $AMPG ripping +10% overnight after a +27% day
Not surprising given that $NVDA and $AMZN are now confirmed on their website https://t.co/a47XIUVDeH↗
Jun 8
BULL OF BRITAIN — My favourite asymmetries right now:
> $AAOI - Raised FY26 guidance to $1.1B+ with demand outrunning supply into mid-2027 on the 800G and 1.6T ramp, then sold off 12% on the prin…↗
Jun 8
AlmaCap — $AMZN, what do you think they will be spending the money on anon? 👀↗
Jun 8
amit — The Top 10 investments across Robinhood just got updated for June.
All 10 of the top held assets are the same except for one...
$AMD.
AMD replaces $NFLX (which was in the top 10…↗
Jun 8
Black Panther Capital — The Anthropic IPO math literally breaks the stock market 🤯
2 years from now. 2028. Anthropic could potentially be bigger than SP500 and Nasdaq combined.
Read that again. COMBINE…↗
Jun 8
Black Panther Capital — Jensen Huang walked onstage and called $MRVL the “next trillion-dollar company.”
The stock moved 32% in a single session. $56 billion in market cap. One afternoon.
Everyone aske…↗
Jun 8
PhotonBull — The AI trade is far from over
$MU $SNDK $AMZN $AAOI $LITE $INTC $DRAM↗
Jun 8
BULL OF BRITAIN — By the way, the alpha of $AMPG and $KEEL having ties to $NVDA / $AMZN is not publicly confirmed yet. Imagine what the algos do when it is.↗
Jun 8
PhotonBull — $AMPG now directly lists $NVDA and $AMZN as customers on their website
This is still only trading at a $150M market cap and revenue is expected to come in around $50M this year, h…↗
Jun 8
CK Capital — Insane find here for $KEEL
Here is the guy who I believe was first to post it. @Billions777888
$KEEL x $AMZN coming??? https://t.co/h2a0DMrVDX↗
Jun 8
Mike Investing — President Trump has literally been telling you to buy AI themed names…
These are the 5 layers of AI that you need to be invested in:
1. Energy ~ $CEG, $VST, $OKLO, $EOSE, $GEV
2.…↗
Jun 8
Kevin Maro — Looks like Amazon $AMZN is likely the tenant for $KEEL’s Moses Lake Data Center👀 Unconfirmed until we get the PR though.↗
Jun 8
Alex A.C. — $AMZN 💘 $GLW
A new Win for Corning😌 More to come, bc. Optics/Photonics is the next big (AI) thing 🙌 https://t.co/7FMwAOB398↗
Jun 8
Shay Boloor — $AMZN announced a multibillion-dollar deal with $GLW to supply optical fiber, cable and connectivity solutions for its U.S. data center buildout.
The deal expands Amazon’s domesti…↗
Jun 7
TheValueist — $GOOGL $AMZN Battle for the Bench: Google TPU vs. AWS Trainium.
Google TPUs and AWS Trainium/Inferentia are best understood as vertically integrated AI infrastructure platforms ra…↗
Jun 7
Shay Boloor — “The market is in such a bubble.”
Yet here are the 2027 earnings multiples for some of the largest companies in the world:
• $ORCL ~26x
• $AMZN ~25x
• $GOOGL ~25x
• $MSFT ~22x
•…↗
Jun 6
Shay Boloor — UPDATED FIB LEVELS FOR POPULAR STOCKS
AI Utilities
• $IREN $51
• $NBIS $177
• $CIFR $17
• $CRWV $100
AI Power
• $EOSE $7
• $BE $237
• $NVTS $22
• $VRT $282
AI Hardware
• $NVDA $…↗
Jun 5
Ben Pouladian — Google sold stock this week to fund AI capex. Meta, Microsoft and Amazon are weighing the same move
The same week, NVIDIA pledged to return more than 50% of free cash flow to shar…↗
Jun 5
amit — oh my goodness
financial times reporting that $META is now thinking of raising "tens of billions" in new share sale
$GOOGL opened the floodgates...if all the Mag 7s think the ma…↗
Jun 5
Serenity — @darkseidzz hmm, i prefer all your upstream chokepoints over $NVDA long term since those will be re-rated the most (nvidia already largest company in the world)
pretty sure hypers…↗
Jun 5
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #44
Daniel and I will be live on the Futurum Equities YouTube channel today at 1PM EST covering:
• $AVGO earnings & why custom silicon demand st…↗
Jun 5
InvestmentGuru — 5 Q1 Earnings WINNERS Worth Watching
The market rewarded results this season. Here’s why these 5 stand out beyond the headline beats
➡️ $DELL — AI server demand is a structural…↗
KaizenInvestor — @TheBigBerbowski That is certainly the plan. They have another research agreement with an unknown US company. The most mentioned companies are $AMZN with project LEO and $ASTS.
I…↗
Jun 4
Michael | Hypermarkets — TIER 2 — OPTICAL & NETWORKING BOTTLENECKS (The New Hottest Layer)
#6 $COHR (Coherent Corp.) — Nvidia invested $2 billion in Coherent in March 2026 alongside a multiyear purchase c…↗
Jun 4
TheValueist — I have an $AMZN Alexa Plus Echo device in my kitchen, and I reordered some supplements and drinks by voice for the first time ever this morning. It was amazing and simple. It's lik…↗
Jun 4
Shay Boloor — $AMZN unveiled Vulcan which is its first robot with a sense of touch built to pick and stow items in cramped fulfillment bins without damaging products.
The robot can handle ~75%…↗
Jun 4
Jason Luongo — These are 10 of my top buys if we get a substantial pullback in the markets:
$HOOD - fintech
$IREN - AI data centers
$TE - solar manufacturing
$MP - rare earth materials
$SMR - sm…↗
Jun 4
Chris Ray — 🚨 $AMZN announces latest generation of AI-enabled warehouse robot Proteus along with €10B investment in European fulfillment center expansion.
Spot the $OUST lidar sensor? 👀
Fu…↗
Jun 4
Shay Boloor — $AMZN is expanding robotics and faster delivery with new Proteus robots, STARK automation and Amazon Now 30-minute delivery expanding internationally.
It's also investing ~$11B+ t…↗
Jun 4
The Future Investors — $AMZN Amazon unveiled a new AI-powered Proteus warehouse robot that can understand spoken instructions from workers 🤖🗣️
The robot will be deployed in Europe starting in 2027, wi…↗
Jun 4
Michael | Hypermarkets — AI COMPUTE is sold out until end of 2028.
This is exactly how you become a millionaire, you buy and hold these companies:
GPU / CHIPS (Direct Compute Suppliers)
$NVDA
GPU monopo…↗
Jun 4
Serenity — Yeah… I think all your upstream semi supply chain companies are going much higher.
Goldman now expects a combined $5.3 trillion of capex spending for the four largest hyperscalers…↗
Jun 4
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. $BTC Bitcoin’s selloff is worsening, with the price falling below $63,000 for the first time since Feb…↗
Serenity — @madridraptor $QCOM was Bytedance and maybe $AMZN if i remember correctly, not $GOOGL TPU.
I'm really not a fan of how much exposure Qualcomm has to China though. But they made s…↗
Jun 3
Michael | Hypermarkets — Everyone is bullish right now. I'm not after June 15:
1. Large IPOs like $SPCX will trigger sell off.
$NVDA — institutions sell liquid mega caps to fund IPO allocations
$AAPL — h…↗
Jun 3
Carolyn Boroden — $AMZN broke the first zone....now watching the next zones on this chart https://t.co/tiNIUFwNmk↗
Jun 3
JC Investing — @ChrisCamillo I think I’m going to open my first serious sized option call on $AMZN↗
Jun 3
Trade Whisperer — @jffkey You can say the same thing for $NVDA, $TSLA, $AMZN, basically every single company on earth.
Wait until somebody comes up with better GPU, EV, Ecommerce model, etc etc.…↗
Jason Luongo — 2. $AMZN - Amazon
$181.5B revenue last quarter, up 17% YoY. AWS growing 28% on a $150B annualized run rate - fastest growth in 15 quarters. AI revenue alone passed $15B. Net incom…↗
Jun 3
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Marvell is up around 50%, on pace for its best day ever and adding more than $80B in market cap, after…↗
Jun 2
AlmaCap — The AI labs and SpaceX are all IPOing to raise funding to accelerate their AI build-outs. Meanwhile the MAG 7 have been funding their buildouts from operating cashflows... that isn…↗
Jun 2
Alphatica — DARK POOL SCANNER | June 2, 2026
$NVDA: zero dark pool buys. $MSFT: zero dark pool buys. The $SPY divergence is back. One day after it resolved.
Yesterday both tapes agreed on $S…↗
Jun 2
Alphatica — +$6.37B net buy. $NVDA flipped. -$2.12B with $1M in buys. Three names: zero sells.
12,396 block trades. $13.2B in buys. $6.8B in sells.
The buyers. Supply chain, indexes, everyth…↗
Jun 2
Michael | Hypermarkets — In 1 month, $INFQ doubled from $10 → $20 so far.
Most don't know they're losing 6x more money than in 2025.
Trump is pumping these quantum stocks right now:
1. $IBM
Trump's $1…↗
Jun 2
Jerry Capital — @Crussian17 $AMZN should also be down on the Google raise though! and $AMZN essentially flat here↗
Jun 2
PhotonBull — Two forces dominate global capital right now and nothing else comes close in scale or durability.
We often hear stories about the K-shaped economy and how the regular consumer is…↗
Jun 2
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. $GOOGL Alphabet is proposing an $80 billion equity capital raise to expand its AI infrastructure and c…↗
Jun 2
Michael | Hypermarkets — In 1 year, $NBIS blew up 10x from $20 → $270.
Recently, Leopold owns 6% stake in it.
These 6 stocks under $30 can easily 10x:
1. $CIFR ~$23
$AMZN + $GOOG 15-year leases. $9.3B c…↗
Jun 2
InvestmentGuru — 🔴 BLUE ORIGIN — THE DAMAGE SCORECARD
New Glenn erupted into a fireball during a hot-fire test at Cape Canaveral on May 28. NASA Administrator Isaacman now says the launchpad may…↗
Jun 1
TheValueist — $AMZN $NVDA $MU $SNDK $LITE fantastic announcement to drive LLM consumption growth. Great for the GAI infrastructure trade.↗
Jun 1
Trade Whisperer — So it looks like $GOOGL wants to win this AI race but there is a cost to being first. More memory. More GPUs. Stay competitive or fall behind.
$META does not want to lose. Zuck ha…↗
Jun 1
amit — Google just opened up the floodgates for the Mag 7 to begin doing ATM offerings.
The Mag 7 used to buy back stock. Now they are dumping shares in the open market.
Why? AI infras…↗
amit — SaaS and Semis finally getting a bid together.
$MU hitting all time highs, $CRM breaking out...
While there are still deals that look cheap out there, it's starting to turn into…↗
Jun 1
Alex A.C. — That's EXCESSIVE guys. Already $50 B / GW vs the "$20B-30B" initial ones was a step, but now $100 B / GW.... ufff..... 😬
That can hurt the AI expansion.... though will give more…↗
Jun 1
Chris Ray — @TunesOnX The equivalent of an entire $AMZN will be added with these IPOs, so definitely more capital.
A good chunk of private investors will use the opportunity to cash out after…↗
Jun 1
PhotonBull — $DAIO came across my radar after they signed an acquisition that nearly doubles its revenue and could push them towards profitability.
The target is a semiconductor handling and p…↗
Jun 1
Jason Luongo — 10 stocks I wish I owned more of:
$TE - solar manufacturing
$ONDS - autonomous defense systems
$NBIS - AI cloud infrastructure
$NOK - telecom and networking
$MP - rare earth mater…↗
Serenity — $AAOI is actually my favorite photonics exposure in the US market right now.
I went long last year with low sizing at $28, back when I guessed they were qualifying with $AMZN and…↗
Jason Luongo — Every correction is a buying opportunity if you have a plan. Here's my watchlist:
$NOK - Nokia
$TSLA - Tesla
$TE - T1 Energy
$AMZN - Amazon
$MP - MP Materials
$NBIS - Nebius Group…↗
May 30
CK Capital — $PENG keeps climbing and it still feels undervalued to me at this price.
This is a company that builds mission critical AI infrastructure for NASA, the US Air Force, the US Navy,…↗
Shay Boloor — 4 STOCKS BUILDING THE FUTURE OF SPACE CONNECTIVITY
The SpaceX IPO in two weeks will force the market to focus on the real monetization layer of space which is connectivity where $…↗
May 30
Michael | Hypermarkets — $NOW can easily triple from $125 by Jan 2027.
Remember, token use is expected to 2800% in 5 years says $GS.
So these 24 stocks can still 10x-20x:
(COMPUTE / GPU)
1. $NVDA — Eve…↗
May 29
Alex A.C. — Past 10Y-Return:
Big Tech >>> Berkshire Hathaway $BRK
I exclude the GIANT winners of the AI Revolution to not distort the comparison.
Btw, their prices right now are no…↗
May 29
Mo — June seasonality is very clear.
$SPX
Strong early June → steady advance through mid-month → seasonal pause late month → positive finish into month end.
$AAPL
Early strength → wea…↗
May 29
Wayne Liang — Blue Origin's explosion last night is hitting the space sector this morning... but the volatility should be short-lived.
This is a Blue Origin-specific operational failure, not a…↗
May 28
Alphatica — DARK POOL UPDATE | May 28, 2026
$13.7B in off-exchange flow. 499 prints ≥$5M. Net: +$49M buy. Barely.
The lit tape printed +$21.2B. The largest buy day in the history of the seri…↗
May 28
Wayne Liang — Always a good time watching $AMD fill that valuation gap towards $NVDA.
I told you, being the "second source" is the only reason this gap exists. As MI400 starts to ship and $AMZN…↗
May 28
Alphatica — +$21.2 billion. Record. The largest net buy day in the history since we started tracking this series.
$35.5B in buy blocks. $14.3B in sells. Net flow: +$21.2B. Buy/sell ratio: 2.5…↗
May 28
TheValueist — $ARM Definitely very possible. As I mentioned yesterday, the sell side’s main role is to support the investment bank in its fee-earning activities.
However, $NVDA and $AMZN are e…↗
May 28
Jerry Capital — @brentmuio hey im still happy about $AMZN s overbuild.... nobody even considering competing with AMZN retail these days... but ya not great for stonk...↗
May 28
InvestmentGuru — $SNOW’s monster quarter just sent a signal across EVERY sector of the market
Here’s the full sector-by-sector breakdown of what it means and what to watch
DATA INFRASTRUCTURE — Di…↗
May 28
Serenity — Ayar’s announcement today with Wiwynn is potentially very material for $SIVE regarding CPO -> rack scale deployments.
As Wiwynn cloud clients include $AMZN, $META, $MSFT.
And th…↗
May 28
Serenity — $MRVL earnings were a bullish indicator on the broader CPO theme (and $SIVE as the likely laser supplier).
- “Scale-up interconnect represents one of the newest and most strategic…↗
May 28
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Leopold Aschenbrenner’s Situational Awareness LP, known for its early calls on $BE, $SNDK, and $INTC,…↗
May 27
Michael Sikand 🦑 — Legendary stock picker @GavinSBaker ($4.1B AUM) dropped some insane bars on All In.
"If you look at the valuations for all these AI [plays], they just can't all be accurate."
"If…↗
May 27
The Future Investors — $SNOW $AMZN Snowflake is investing $6B into Amazon Web Services over the next 5 years to expand its AI infrastructure, mainly using Nvidia GPUs and Graviton chips 🤖 ☁️ https://t.c…↗
May 27
Shay Boloor — $AMZN just signed a new $6B agreement with $SNOW for its agentic computing chips.
Snowflake plans to spend $6B with Amazon over the next five years deepening AWS’s role as the inf…↗
May 27
Shay Boloor — $AMZN first 48 Leo satellites are preparing to launch on Blue Origin’s New Glenn.
This marks the first of 24 planned launches as Amazon starts building out its satellite internet…↗
May 27
Michael | Hypermarkets — In 1999, most companies crashed 91% and only 5 survived.
$AMZN from $113 to $5.51
$CSCO from $80 to $8
$INTC from $76 to $13
$QCOM from $200 to $11
2000 was all hype, 2026 is rea…↗
May 27
Carolyn Boroden — $AMZN zone holding....we have hurdles on the way up and the potential target 1 is the 1.272 extension above. https://t.co/NL9OMREx44↗
May 27
Serenity — Back when $AAOI was ~$20-30 when I went long:
I thought $AMZN and $MSFT were qualifying specific optical transceivers for their ASIC programs.
Turns out it’s more interchangeable…↗
May 27
Alex A.C. — @jukan05 - [ $GOOGL $AMZN $META]: "Pls take my money to build more memory factories"
- [ $MU SK hynix Samsung]: "NO" https://t.co/xDij9WtAat↗
May 27
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. UBS raised its price target on Micron $MU to $1,625 from $535 while maintaining a Buy rating, citing s…↗
May 26
Shay Boloor — $SPCX Starlink and $AMZN low-earth-orbit satellite businesses may be able to acquire European mobile satellite spectrum next year.
Another reminder that the satellite connectivity…↗
Jason Luongo — These 10 companies will make millionaires by 2030:
1. $IREN - IREN
2. $AMZN - Amazon
3. $TE - T1 Energy
4. $MP - MP Materials
5. $NBIS - Nebius Group
6. $UUUU - Energy Fuels
7. $O…↗
May 25
InvestmentGuru — PORTFOLIO holdings UPDATE — May 2026
$PLTR — AI operating system with government + commercial compounding. The original conviction hold.
$CLS — Advanced packaging demand accelera…↗
May 25
Shay Boloor — THREE LAYERS BENEFITING FROM AI COMPUTE REPRICING
Compute pricing is starting to reset higher with long-term contracts being locked in at premium prices, spot markets are firming…↗
May 25
JC Investing — After listening to @ChrisCamillo again on the iced coffee hour today
I really think I need to build a sizeable position in $AMZN↗
May 24
PhotonBull — Only just saw this but @GMHikaru made a new YouTube video focused on stocks yesterday
He showed a mock portfolio and provided his reasoning for each move he made
Here is the ful…↗
Michael | Hypermarkets — $NVDA is up 500,000% since its IPO in 1999.
$10,000 would be $50M doing nothing all but holding.
SPACEX, OPENAI, ANTHROPIC are all going public now.
Here's how I'm playing each…↗
May 24
InvestmentGuru — QUANTUM COMPUTING — The Full Sector Map. Every Play. One Post.
PURE-PLAY QUANTUM
$IONQ → Trapped-ion leader. Best-in-class qubit fidelity. Customers include Airbus, AstraZeneca,…↗
May 24
Tech Fund — The data center CPU market is getting crowded, with large players looking to gain share:
$AMD $NVDA $INTC $ARM $QCOM $AMZN $MSFT $GOOGL
The most obvious ways to play the growth…↗
May 23
Shay Boloor — 10 WAYS TO PLAY ROBOTICS IN 2026
1. $TSLA building one of the most vertically integrated humanoid stacks combining Optimus Gen 3 hardware, its in-house AI5 inference chip & same F…↗
Alphatica — Warsh Day 1. -$1.99B net sell. But remove $NVDA and the tape is +$1.83B buy. Two markets on one tape.
Kevin Warsh was sworn in as the 17th Fed Chair at the White House this mornin…↗
May 22
Michael | Hypermarkets — President Trump knows US is 90% behind China in quantum technology.
China already invested $30B in quantum. The US just $2B.
So now he is catching by buying:
1) $IBM → $1B
2) $G…↗
May 22
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Anthropic is reportedly in early talks to rent Azure servers powered by Microsoft’s $MSFT Maia AI chip…↗
May 22
Alphatica — DARK POOL ACTIVITY | May 21, 2026 | Post $NVDA Earnings
$4.9B in off-exchange flow. 274 prints ≥$5M. Net: +$1.25B buy.
Yesterday the dark pool sold $NVDA -$1.32B with zero buys.…↗
May 21
Alphatica — The tape called $NVDA. Here are the receipts. And here is what happened the morning after.
+$6.12B net buy. $NVDA -$2.54B biggest seller. Eight names buy. The institutions sold th…↗
May 21
Carolyn Boroden — $AMZN cluster is holding....it triggered and the potential target is the 1.272 above.....initial risk was defined below the price cluster at 253.45-255.74...I'm wrong if we break t…↗
May 21
KaizenInvestor — @thelostrai The 2 names that come up the most is $AMZN or $ASTS. But it’s all speculation now, can also be a European contender.↗
May 21
Leandro — Seeing the multiple at which $WMT trades means that $AMZN should spin-off retail (not AWS) to unlock value↗
May 21
Shay Boloor — OpenAI and Anthropic are locking up capacity years in advance because whoever controls compute controls how fast AI products, agents and inference revenue can scale.
Nearly half o…↗
May 20
InvestmentGuru — $NVDA Q1 FY’27 EARNINGS — BEAST MODE
💰 EPS: $2.40 — up +212% YoY
📈 Revenue: $81.61B — up +85% YoY
And they’re not slowing down 👇
🔭 Q2 FY’27 GUIDANCE:
→ Revenue: $91.0B (±2%)…↗
May 20
Wayne Liang — My $AMPG thesis goes a lot deeper… it's not just an asymmetric small cap. It's a legitimate space infrastructure bottleneck play.
I’ll make this relatively short and explain exact…↗
May 20
Shay Boloor — Jeff Bezos said higher taxes on billionaires will not fix America’s fiscal problems arguing real issue is government spending.
He joked that if $AMZN ran like New York City school…↗
May 20
Lawrence McDonald — Amazon $AMZN AI / Robotics Job Cuts
2022-2026: 57k total
*nearly 10% of its ~350,000 corporate staff. Still 1.5M employed today, how many by 2030?↗
May 20
Jason Luongo — Day trading is a job. Option selling is a business.
Day trading:
- You stop working, you stop getting paid
- Requires hours of screen time every day
- One bad trade can wipe a wee…↗
May 19
Brian Feroldi — @FluentInFinance And yet, if you just add one $NVDA, $TSlA, or $AMZN to the list and the entire basket would be a wonderful investment↗
May 19
Shay Boloor — Bill Ackman runs a $13.7B portfolio with ~77% of it in just 5 stocks:
• $BN ~18%
• $AMZN ~17%
• $UBER ~16%
• $MSFT ~15%
• $META ~11%
The portfolio is basically a bet that the bi…↗
May 19
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Markets whipsawed throughout the day as Iran headlines shifted. Premarket stocks turned sharply green…↗
May 18
Mike Investing — The $NVDA CEO, Jensen Huang just revealed the full 5 layer stack the AI super cycle is built upon…
These 5 layers include:
1. Energy ~ $CEG, $VST, $OKLO, $EOSE, $GEV
2. Chips & C…↗
May 18
Jason Luongo — I generate thousands of dollars each week buying and selling options
Here's the entire framework:
➡️ Hold a base portfolio of high conviction names -
$NVDA $AMZN $NBIS $IREN $RKL…↗
May 18
CK Capital — People don't understand how bullish this news is.
The sitting CTO of $AMD. The chair of $LITE. The head of Advanced Computing at $AMZN. And now the president of $NOK Network Infr…↗
May 18
KawzInvests 🦑 — The president of $NOK Network Infrastructure division just joined the board of $PENG. INSANE
Now look at the rest of that board.
> Penny Herscher, who also chairs on $LITE
> Mark…↗
May 18
Alphatica — DARK POOL SCANNER | May 18, 2026
$9.2B in off-exchange flow. 340 prints ≥$5M. Net: -$2.50B sell.
Friday: record +$9.36B dark pool buy. Today: -$2.50B sell. An $11.9B swing over t…↗
May 18
The Future Investors — $AMZN Amazon launched AI-generated “Alexa Podcasts” 🎙️🤖
Alexa+ can now create custom podcasts with two AI hosts on almost any topic, powered by real-time information from major…↗
May 18
Shay Boloor — $AMZN Alexa+ can now generate AI podcasts on demand letting users choose a topic, adjust direction & create episodes with two AI-generated hosts.
The feature pulls from ~200 n…↗
May 17
Michael | Hypermarkets — In 1 year, $ENLT spiked 600% from $15 to $90+
Right now, $NVDA CEO wants you to buy sustainable energy companies.
Here's 7 stocks under $10 that can 20x just like $BE:
1/ $PLUG…↗
May 17
Shay Boloor — President Trump filed 3,600+ trades during Q1 and the biggest winners are heavily tilted toward semis, AI infrastructure & power:
• $PENG: +158%
• $INTC: +151%
• $SNDK: +131%
• $…↗
May 17
The Assembly — Billionaire David Tepper just made a new $179 million bet.
Appaloosa Management's latest 13F filing is out.
And there's a big new position in Sandisk, $SNDK.
Tepper bought in fo…↗
Mike Investing — 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 criti…↗
May 16
InvestmentGuru — Play to watch in Physical AI
🤖 Robotics & Automation
Humanoids, service robots, warehouse bots, field robotics
Core Platforms & Robotics Builders
$TSLA – Optimus humanoid plat…↗
unusual_whales — To get $AMZN news, stock and options updates, subscribe to Unusual Whales.
Read more: https://t.co/RLO87Us1Oq↗
May 15
KaizenInvestor — A strong day for Filtronic concidering how much other growth and space stocks are down today.
They are at the heart of SpaceX with their E-band amps. We still don’t have clarific…↗
May 15
Shay Boloor — $AMZN is making the biggest strategic reset of the Jassy era with one clear goal to make AWS the infrastructure layer for the AI economy:
• Agreed to invest $50B in OpenAI
• Alre…↗
May 15
Jason Luongo — 9. $AMZN - Amazon
One of the largest robotics deployers on the planet. Hundreds of thousands of robots already working across fulfillment centers. AWS revenue hit $37.6B in Q1, up…↗
May 15
InvestmentGuru — Trump’s Q1 2026 Portfolio Moves Just Dropped, And the rotation tells a very clear story.
What He SOLD
→ $AMZN — $5–25M range
→ $META — $5–25M range
→ $MSFT — $5–25M range
Exiting…↗
May 15
Serenity — Not sure if people realized this but unless a thesis completely breaks, companies like $NBIS can keep growing.
Just look at $AMZN or $GOOGL over the past 15 years.
If people "tr…↗
May 15
Serenity — @DanilSer33 The new $SIVE / Ayar / AlChip / $AMZN trainium supply chain is more bullish than the recent $POET $50m -> $500m purchase order.
Markets probably won’t see the conn…↗
May 15
Serenity — Just to add to the very positive $SIVE news amid MSCI likely tens of millions of inflow in 2 weeks:
$AMZN has a new private placement with AlChip.
Probably implying design wins…↗
May 15
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. $CBRS Cerebras opened about 75% above its expected IPO price of $185, giving the AI chip company a rou…↗
May 14
unusual_whales — Amazon, $AMZN, has announced another round of layoffs in its selling partner services division after cutting nearly 30,000 jobs in recent months.↗
May 14
unusual_whales — BREAKING: Trump has disclosed thousand of transactions.
He owns more than a million of $NVDA, for example.
He also owns, $TSLA, $ADBE, $NOW, $AMZN, $AAPL, and much more.
The tra…↗
May 14
Chris — President Trump just disclosed over 100 pages of stock trades to the White House Office of Ethics.
One of the first times we’ve seen a sitting President actively trading individua…↗
May 14
amit — PRESIDENT TRUMP JUST SUBMITTED HIS STOCK PURCHASES/SALES TO THE WHITE HOUSE OFFICE OF ETHICS.
The document is over 100 pages and has thousands of trades.
This is one of the first…↗
May 14
Michael | Hypermarkets — All the stocks Trump bought are up 100%-200% so far.
When he says to "BUY THE DIP" you do it if you want to retire before 40.
1/ NVIDIA $NVDA — AI compute is the oil of the 21st…↗
May 14
Jason Luongo — 10 stocks within the AI infrastructure stack that you need to be aware of:
1. Power - $BE
2. Chips - $NVDA
3. Memory - $MU
4. Optics - $LITE
5. Cooling - $VRT
6. Photonics - $AAOI…↗
May 14
Wayne Liang — T minus ~30 minutes until $CBRS goes live at $185/share on Nasdaq.
Quick recap on how things progressed:
> $115-$125 range filed May 4
> Bumped to $150-$160 on May 11
> Priced…↗
May 14
Michael | Hypermarkets — The IPO for $CBRS (Cerebras) should open after 10:00am EST for trading and buying.
My price target end of day is $220+ and 1 year from now $300+
Here's everyhing you need to know…↗
May 14
InvestmentGuru — Here are the robotics stocks grouped by segment
Robot Automation
$ROK – Rockwell Automation
$ZBRA – Zebra Technologies
$CGNX – Cognex
$PATH – UiPath
$PEGA – Pegasystems
Medical R…↗
May 14
Mike Investing — The new $NVDA rival officially IPO’s tomorrow…
$CBRS will price itself at $185 per share which is much higher than the $150 marketed range.
Cerebras has grown sales +76% YoY to $…↗
May 14
unusual_whales — Amazon, $AMZN, has launched “Alexa for Shopping” for U.S. customers on the Amazon Shopping app and website.↗
May 14
Serenity — Now that I think about it more…
Nextronics (8147) is a pretty undiscovered supplier to robotics supply chains like $AMZN too.
So as Amazon scales up, so does their revenue (it’s…↗
May 14
Alphatica — DARK POOL UPDATE | May 13, 2026
$8.8B in off-exchange flow. 326 prints ≥$5M. Net: +$2.85B buy.
Yesterday the dark pool said -$1.05B sell. Today it flipped to +$2.85B buy. The lit…↗
May 13
Serenity — @Dog_Ziller I actually think $AMZN for robotics is extremely underrated.
Since since there’s immediate practical upside to lower opex + headcount for automation.
But for general…↗
May 13
Black Panther Capital — @investingluc Would not say its speculative. Maybe the safest growth stock. +10.000 customers. $AMZN John Deere, Anduril e.g. debt free. Signifikant cash reserve.
Whats speculativ…↗
Wayne Liang — $AMD is ~30% of my long-term swing account, and I'll explain why.
The valuation gap between $NVDA and $AMD is way too appealing. Roughly 7.5x apart...
Both produce hardware that…↗
May 13
Shay Boloor — $AMZN is adding an AI shopping assistant called “Alexa for Shopping” to its app and website.
It can answer shopping questions, build personalized buying guides, compare products,…↗
May 13
The Future Investors — $AMZN Amazon introduced "Alexa for Shopping," a new AI-powered shopping assistant.
It combines Alexa+ and Rufus to deliver highly personalized product recommendations, price trac…↗
May 13
Shay Boloor — $AMZN launched the new Prime Business Card and Amazon Business Card issued by $USB on the $MA network.
Prime members can earn 5% back on up to $150K of annual U.S. purchases acros…↗
May 13
Michael | Hypermarkets — FREE swing trading cheatsheet (bookmark this and print it off)
PRO-TIP:
- In this bull market, focus on swing trading super strong companies like $TSLA $AAPL $NVDA $SPY $META…↗
May 13
Jason Luongo — I believe these 10 stocks would be great investments to hold over the next 5 years:
1. $AMZN - Amazon
Q1 revenue $181.5B, up 17%. AWS hit $37.6B in revenue, growing 28% and accel…↗
May 13
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Stocks opened lower today as investors reacted to hotter inflation, rising oil prices, and renewed con…↗
May 12
Shay Boloor — $MELI isn't a mature retailer trying to squeeze another 50 bps of margin out of a saturated market but is still building the $AMZN + $SHOP + $PYPL layer for LatAm while opportunity…↗
May 12
Leandro — So Amazon is doing this while expanding margins across its retail business (and with several levers to expand margins further)
Crazy
$AMZN↗
May 12
Shay Boloor — OpenAI reportedly capped $MSFT total revenue share at $38B under its revised deal.
That could give OpenAI more flexibility to work with $AMZN and $GOOGL as it builds toward a pote…↗
May 12
Shay Boloor — $AMZN is expanding Amazon Now to dozens of U.S. cities by offering 30-minute delivery for groceries and essentials.
The service runs 24/7 in most markets and is expected to reach…↗
May 12
The Future Investors — $AMZN Amazon is rolling out "Amazon Now,' a new 30-minute delivery service across dozens of U.S. cities, competing directly with services like DoorDash and Uber Eats. Prime members…↗
May 12
InvestmentGuru — The “Inflation Era” of AI Compute is Breaking Out Across the Board
Every layer of the AI infrastructure stack is seeing demand explosion — and the winners aren’t just $NVDA.
Here’s…↗
May 12
InvestmentGuru — ANTHROPIC REVENUE TRAJECTORY IS BREAKING MATH
→ Jan 2025: $1B ARR
→ Dec 2025: $9B ARR
→ Apr 2026: $30B ARR
That’s a 30x in 15 months.
One analyst is now projecting $100B by end of…↗
May 12
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here’s a full recap:
1. The $SPX S&P 500 and $QQQ Nasdaq closed at fresh all-time highs today, even with oil spiking and U.S.-…↗
Serenity — Not sure why people ask these types of questions across every single stock from $AAOI to $LPK under every post?
I've already said multiple times, I have positions after $FLNC ear…↗
May 11
Serenity — I actually think $FLNC should be a lot higher.
The implications of having 2 incoming direct hyperscaler contracts in 1 quarter is enormous.
$MSFT to $AMZN don't sign tiny deals…↗
May 11
Jason Luongo — $META is undervalued at $610
$AMZN is undervalued at $273
$SOFI is undervalued at $16
$ZETA is undervalued at $17
Do you agree? https://t.co/drg3FTNy3U↗
May 11
unusual_whales — Just five companies, Alphabet, $GOOGL, Nvidia, $NVDA, Amazon, $AMZN, Broadcom, $AVGO, and Apple, $AAPL, have accounted for half of the S&P500 growth since April, per FT: https:…↗
May 11
Serenity — Just putting it out there with the Goldman Sachs $NVDA supplier note.
There’s a very interesting ~$210m MC company Nextronics (8147) that I ended up taking positions on following…↗
May 10
Shay Boloor — FCC Chair Brendan Carr says the U.S. needs at least three satellite-to-phone providers with Starlink leading today while $ASTS and $AMZN emerge as key challengers.
The FCC clearly…↗
May 10
PhotonBull — Great read and largely agree with @AlmaCap114204 here. Buying SpaceX, Anthropic or OpenAI after the IPO does not interest me as much as $CBRS.
I think $CBRS is an easy buy purely…↗
May 10
AlmaCap — How im playing the blokcbuster IPOs.
$CBRS – yes
$SpaceX – no
$Anthropic – no
$OpenAI – no
$CRBS: Nvidia competitor for inference, new architecture, memory advantage (maybe), Ope…↗
May 10
Shay Boloor — HOW MUCH PROFIT THE MAG 7 PRINT EVERY 24 HOURS
• $NVDA ~$485M
• $GOOGL ~$435M
• $MSFT ~$421M
• $AAPL ~$393M
• $AMZN ~$261M
• $META ~$251M
• $TSLA ~$10M https://t.co/B370rgSDCH↗
May 10
Wayne Liang — $CBRS (Cerebras) IPOs on Thursday at ~$26B, raising up to $3.5B. Largest IPO of the year so far (in the US).
$CBRS builds wafer-scale AI chips, an alternative architecture to GPU…↗
May 9
PhotonBull — Seeing a LOT of bullish posts on $HIMS since yesterday, probably due to the ''Trump Is Planning to Fire FDA Commissioner Marty Makary'' headline?
Or is it @kevinxu announcing his…↗
May 9
Wayne Liang — So I posted $MU back in August 2025 when it was sitting around ~$118, calling a soon-to-come reversal from that choppiness.
Two weeks later, the first https://t.co/r8G8UwUxO6 buy-…↗
May 9
Black Panther Capital — I’ll only say this once:
The next 1 to 4 years will determine whether you build generational wealth or spend the rest of your life watching other people live the life you could ha…↗
May 9
Shay Boloor — 10 WAYS ROBOTICS IS GETTING BUILT OUT ACROSS SECTORS
1. $NVDA infrastructure layer for robotics stack where humanoid robots from Optimus to Atlas can train in Nvidia’s Isaac Sim v…↗
May 9
Mike Investing — The AI super cycle is currently in year 4 out of 15, meaning we are still very early on!
Many who know & capture the next phase cycles will become millionaires.
Phase 1 is offici…↗
May 9
Michael | Hypermarkets — Cathie Wood says inflation will go under 2% in 2026.
SPY will spike from $730 to $1000+ in a few years.
Cathie says (in her latest video):
Manufacturing going up (flatbed deman…↗
May 9
Shay Boloor — MY 3 FAVORITE STOCK OPPORTUNITIES RIGHT NOW
1. $MELI | MercadoLibre
MercadoLibre is the cleanest example of a stock that looks broken because the market wanted near-term EBIT whi…↗
May 9
Shay Boloor — UPDATED FIB LEVELS FOR POPULAR STOCKS
AI Utility
• $IREN $50
• $NBIS $133
• $CIFR $17
• $CRWV $103
AI Power
• $EOSE $7
• $BE $194
• $NVTS $13
• $VRT $258
AI Hardware
• $NVDA $17…↗
May 8
Michael | Hypermarkets — The AI supercycle is no longer about $NVDA
AI is no longer ONLY GPU driven.
As AI agents begin reasoning, scheduling, retrieving memory, calling tools, and operating software aut…↗
Jason Luongo — 2. Bull Put Spread on $AMZN
$AMZN at $270.88. Claude pulled both legs for a defined-risk setup:
Sell $245 put (delta -0.15, IV 32.1%)
Buy $235 put (delta -0.09, IV 34.4%)
June 18…↗
Alphatica — -$44.6 billion net sell.
$66.7B in sell blocks. $22.1B in buys. Net flow: -$44.6B. Sell/buy ratio: 3.0 to 1. 8,330 prints.
The largest single-day sell we have recorded since laun…↗
May 7
Black Panther Capital — Colleague at lunch today going on about how he finally bought $NVDA .
Said it like he discovered fire.
I nodded. Asked how it was going. He said he was up a bit, felt good about…↗
May 7
Michael | Hypermarkets — The AI supercycle is 15 years long! This is only year 3.
Invest in these companies and you're a millionaire in less than 10 years.
This is AI infrastructure value chain (every ke…↗
May 7
unusual_whales — Amazon, $AMZN, has announced its pharmacy will stock Ozempic from Novo Nordisk at kiosks and offer same-day delivery for the type 2 diabetes drug.↗
May 7
Shay Boloor — $AMZN & $USB expanded their AWS partnership to migrate hundreds of mission-critical banking apps across payments, banking & wealth management
U.S. Bank will also use AWS t…↗
May 7
Shay Boloor — @VanquishTrader $AMZN going to crush this space↗
May 7
Shay Boloor — $AMZN custom silicon business hit a $20B annualized run rate in Q1 2026 growing triple digits YoY.
CEO Andy Jassy framed the chip business as a $50B standalone equivalent which wo…↗
May 7
Shay Boloor — $AMZN Pharmacy is expanding access to $NVO oral Ozempic with same-day prescription delivery across nearly 3,000 U.S. cities.
Amazon also plans to add One Medical pickup kiosks and…↗
Nick Colas & Jessica Rabe (DataTrek) — At the end of 2019, the Tech sector was 23% of the S&P 500, and that doesn’t include $AMZN (Consumer Disc) or $GOOG/ $Meta (Communications).
Now, Tech is 35% of the index and,…↗
Shay Boloor — $NOW surpassed $1B in cumulative AWS Marketplace transactions while deepening its AI integration with $AMZN.
ServiceNow AI Control Tower will integrate with AWS Bedrock AgentCore…↗
May 6
Jason Luongo — 9. $AMZN - Amazon (Cloud Infrastructure)
The story most people are missing is the custom chip business. Trainium and Graviton just crossed a $20B annual run rate growing at triple…↗
May 6
Mike Investing — The recent Iran-U.S. war crash was indeed just another generational wealth making opportunity like predicted…
Just a little over a month ago, I shared my top dip-buys to take.
Si…↗
Jerry Capital — $AMZN "Jassy specifically pushed back on the cash flow concerns, saying critics misunderstand how Amazon makes money from these investments. “We have to lay out capital and cash in…↗
May 5
Jason Luongo — The surest way to become a millionaire is by owning quality businesses that have a strong moat
Here are 10 stocks I'd be comfortable holding for the next decade:
1. $AMZN - Amazo…↗
May 5
Shay Boloor — $AMZN bought Annapurna Labs for $350M a decade ago and turned it into the silicon engine behind AWS.
Annapurna now powers Nitro, Graviton, Inferentia and Trainium that’s generatin…↗
May 5
Serenity — Just a recap of recent information discovery + likely mapping with $SIVE:
-> $JBL 1.6T
-> Lightmatter
-> Ayar
-> $MRVL Celestial
-> Lightelligence
-> $POET
-> $GFS ecosystem
->…↗
May 5
Shay Boloor — $AMZN CEO Andy Jassy says AI “biggest technology transformation in our lifetimes” with its AI run rate already above $15B.
He framed the CapEx surge as the AWS playbook repeating…↗
May 5
InvestmentGuru — Markets are seeing broad profit-taking as geopolitical tensions in the Middle East add pressure and uncertainty. Selling can accelerate fast when headlines hit, especially after a…↗
May 4
unusual_whales — Amazon, $AMZN, is opening the supply-chain network that has powered its operations for decades to other businesses, per Reuters↗
May 4
Alphatica — -$19.6 billion net sell. $AAPL dumped. $NVDA bought back. The tape split.
This morning: breadth positive, volume negative. Our volatility update at 2 PM flagged breadth breaking.…↗
Jerry Capital — "So what could Jassy mean when he speaks of partnering with third-party agents? I make the point in that article that an investment in OpenAI...could lead to product integrations t…↗
May 4
The Future Investors — Cloud infrastructure revenue came in at $129B in Q1 2026 (+36% YoY) 🚀
The market share by provider:
🟠 AWS | 28% (0%)
🔵 Azure | 21% (0%)
🟢 GCP | 14% (0%)
⚫ Others | 37% (0%)
$A…↗
May 4
Shay Boloor — TOP 10 AI REVENUE WINNERS
AI revenue is concentrating around the companies that either build the compute or control the cloud demand layer:
AI Infrastructure are where AI demand…↗
May 4
Shay Boloor — This is what happens when $MSFT, $GOOGL, $META & $AMZN all say “we are compute constrained”:
• $NBIS +12%
• $IREN +11%
• $CRWV +7%
• $CIFR +6%
• $APLD +4%
• $DOCN +4%
• $WULF +3%↗
May 4
The Future Investors — $AMZN Amazon launched Amazon Supply Chain Services, allowing businesses to use Amazon for freight, warehousing, fulfillment, and shipping. It is positioning the platform as an AWS-…↗
May 4
Jerry Capital — $AMZN at $200 vs $275 https://t.co/BeAAfG7p5a↗
Shay Boloor — Cerebras $CBRS filed updated IPO terms offering 28M shares at $115-$125 to raise ~$3B at ~$26B valuation.
The $NVDA rival grew 2025 sales 76% to $510M, turned GAAP profitable, has…↗
May 4
Shay Boloor — $AMZN is opening its full logistics network to businesses of all sizes including freight, distribution, fulfillment & parcel shipping.
This is Amazon turning its supply chain…↗
Mike Investing — The best way to get rich in 2026 is by simply owning the entire AI ecosystem…
Cloud Infrastructure ~ $GOOGL, $AMZN, $MSFT
NeoCloud ~ $CRWV, $NBIS, $CIFR, $IREN
Security ~ $CRWD…↗
May 3
amit — Really interesting question below about the future of Berkshire.
Over the weekend, Buffett spoke at the annual shareholder meeting and it was revealed that Berkshire is now sitti…↗
Shay Boloor — Last week was wild for anyone tracking the AI cycle.
We got a ton of new data on where things are heading and we covered it all on the latest Futurum Equities podcast:
• Big Tec…↗
InvestmentGuru — THE NEOCLOUD SECTOR
$CRWV $IREN $NBIS $CIFR
AI demand is exploding, but hyperscalers still can’t build fast enough. That gap is creating one of the biggest opportunities in the…↗
May 3
Shay Boloor — POPULAR STOCKS BY PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Here’s how they stack up now:
• $TSLA ~4.9x
• $GOOGL ~3.2x
• $PLTR…↗
May 3
Shay Boloor — $AMD CEO Lisa Su said at CES 2026 that the world may need 100x more compute over the next five years as AI workloads scale across industries.
This earnings cycle is proving the po…↗
May 3
Jason Luongo — @WealthCoachMak Selling puts on $AMZN feels like a no brainer.↗
Lando — @accounting_ds Totally agree. I think $IREN will also utilize a Colo model in the future especially since hyperscalers are diversifying from $NVDA like $AMZN chips + $GOOGL TPUs. I…↗
May 2
InvestmentGuru — $PS is one of the most talked-about fresh listings on Wall Street right now — Bill Ackman’s long-awaited public markets debut finally happened on April 29, 2026, when $PS and its…↗
May 2
Shay Boloor — 2026 WILL BE THE SUMMER OF SPACE
SpaceX now has a 92% implied chance of going public this summer which could become the forcing function for the space trade.
A rumored $2T valuat…↗
Shay Boloor — Paul Tudor Jones says today’s market has “so many similarities” to 2000 calling it “the easiest bear market” of his career.
Hard to take bear argument seriously when some of the l…↗
May 2
mon — $IREN Sweetwater 1.4GW site energized as scheduled.
A 1.4GW site, fully online, at a time when nearly half of all planned U.S. data centers are either delayed or cancelled altoget…↗
Alphatica — -$21.7 billion net sell. The tape split 4 vs 4. The month ends divided.
This morning we showed you Nasdaq +0.97% but breadth at 0.94x. We said the rally was narrow. The tape confi…↗
May 1
TheValueist — $ORCL added to the team today. Larry has a knack for scooping up business from Fed/state/local governments.
$NVDA $GOOGL $AMZN $MSFT https://t.co/NiIKttiJSq↗
May 1
Shay Boloor — $NVDA, $MSFT and $AMZN signed Pentagon AI agreements to expand advanced AI use on classified military networks.
They join $GOOGL, OpenAI and SpaceX as the DoD pushes toward an “AI…↗
Mo — May seasonality is very clear.
$SPX
Early strength → mid-month chop → expansion into the back half.
$AAPL
Steady bid → consistent grind → strength builds into month end.
$MSFT
C…↗
Apr 30
Jeff York, PPT — $AMZN today, rallied into strong resistance at the Yearly R1 #pivotpoint (YR1)! 🎯
The BIGGEST reversals happen at the Yearly #pivotpoints! ⏫⏬ https://t.co/5AWKuFnbxV↗
Apr 30
Trade Whisperer — $QQQ Tricky day. Solid intraday reversal. The BLUE candle cycle continues.
-April is on track for a 15% monthly gain. Best month since April 2020.
-Think about what happened toda…↗
Apr 30
Black Panther Capital — $AMZN reported EPS: $2.78 vs $1.64 expected. AWS grew 28%, fastest in over three years.Fine.
But here is what the financial media is not saying:
CEO Andy Jassy said AWS revenue w…↗
TheValueist — Read this, friends, if you are investing in the GAI infrastructure ecosystem. This is a damn good analysis and synthesis, and I am not simply saying that because we created it. Ver…↗
Alphatica — ROTATION SCANNER | April 30, 2026
The mega-caps beat. The money went everywhere else.
$MSFT, $GOOGL, $AMZN all beat last night. You'd expect tech to lead today. It's the laggard.…↗
Apr 30
Alphatica — MORNING INTERNALS | 10:50 AM ET
The earnings landed. The internals answered.
For three days the internals and the tape told opposite stories. Breadth said sell. The tape kept buy…↗
Apr 30
Leandro — Some thoughts on $ADBE in my most recent $AMZN earnings call
Interesting read-throughs from $META and $AMZN. Seems pretty obvious that digital assets are exploding, but who will w…↗
Apr 30
amit — what type of pump and dump are the market makers doing with big tech today after earnings 😂
$META worst day since October 2025
$MSFT back to $400
$AMZN quickest $14 reversal I’…↗
Apr 30
Leandro — Just published an update on Amazon’s Q1
There was a lot of food for the bulls, but maybe also a glimmer of hope for the AI “bears” (?)
$AMZN
Enjoy (free to read) https://t.co/3i…↗
Apr 30
Shay Boloor — $AMZN AWS operating margins have expanded for four straight quarters & now sit near 38% with Andy Jassy saying custom silicon can add another ~7 points.
The AI economy is movi…↗
Apr 30
Daniel Koss — Could SK Square be a 10x stock?
I believe SK Square (KRX: 402340) could be one of the craziest risk/reward opportunities in the market right now!
Please read the full post to und…↗
Apr 30
Shay Boloor — $AMZN Bedrock customer spend grew 170% QoQ and processed more tokens in Q1 than all prior years combined.
AWS is starting to capture the inference workloads that will define the n…↗
The Future Investors — The 4 hyperscalers reported earnings last night. Here are their revenue breakdowns 📊
Who’s your top pick for the next 3 years? ✨
Choose your fighter 🥊🚀
$MSFT $META $GOOGL $AMZN…↗
Apr 30
Shay Boloor — Buying $AMZN at ~$270 (~$2.9T market cap) implies you are getting:
• $20B custom chip business (worth ~$200B)
• $150B ads business growing 23% (worth ~$750B)
• $416B e-commerce b…↗
Apr 30
mon — $AMZN guided to roughly $200 billion in capex for 2026, $GOOGL to $175–185 billion, $META to $115–135 billion, and $MSFT is tracking toward $145 billion.
Putting the four combined…↗
Apr 30
Shay Boloor — OpenAI says it has locked in 10 GW of U.S. AI compute capacity which reaches a goal it originally targeted for 2029 years ahead of schedule.
More than 3 GW was added in the past 9…↗
Apr 30
InvestmentGuru — Here’s my 15-stock AI infrastructure watchlist
AI INFRASTRUCTURE CORE
$MRVL
→ Custom AI silicon for hyperscalers like Google and AWS
→ Data center now the core growth engine…↗
Apr 30
Jerry Capital — Is this good? This seems good.
'Al-driven value accruing to the hyperscalers is +ALT the likely outcomes given fierce model competition and scarce compute' $AMZN https://t.co/Lcv…↗
Apr 30
Jerry Capital — "AI revenue grew triple digits y/y,
with Bedrock seeing 170% growth in customer spend q/q and processing
more tokens in 1Q26 than all prior years combined." $AMZN↗
Apr 30
The Future Investors — Big Tech is going all-in on AI in 2026 🚀
$AMZN, $MSFT, $GOOGL, and $META are expected to spend a combined $725B on AI capex next year 🤯👇 https://t.co/10gFfnHWR6↗
Apr 30
Trade Whisperer — $710 Billion.
One year. Four companies.
That capital has to land somewhere.
Memory. CPU. Packaging. Optics. Foundry.
$MU $SNDK $DRAM $TSM $LITE $INTC $AMD
$MSFT $META $AMZN $GOOGL…↗
Apr 30
rubicon59 — I wonder about $AMZN. They talk a hell of a story, but theif capex has already blown way past operating cash flows and they are raising large amounts of debt. 🤔.↗
Apr 30
TheValueist — $AMZN $GOOGL $META $MSFT RESEARCH NOTE - Mega-Cap AI Earnings: Scale Deployment, Capacity Rationing, and Custom Silicon
https://t.co/zBsm2svbqa
Bottom Line: Mega-cap AI earnings…↗
Apr 30
Mike Investing — 3. Cipher Digital ~ $CIFR
While much less than other names, CIFR is beginning to rile in its backlog which thus far consists of:
- $5.5B from AWS ($AMZN)
- $3B from Fluidstack/Go…↗
Apr 30
tae kim — I listened to FOUR HOURS of earnings conference calls tonight and distilled all the important management quotes/insights $GOOGL $META $AMZN $MSFT↗
Apr 30
Jerry Capital — I certainly made more money from $AMZN when it was closer to zero than when it was far above.↗
Apr 30
Puru Saxena — We're still early in AI.
- Google Cloud +63% YoY
- Azure growth +40% YoY
- AWS +28% YoY
Meta raised capex growth this year to 94% YoY In 2025, capex grew 87% YoY.
$AMZN $…↗
JC Investing — POV: you’re a MAG 7 investor right now
$GOOG beat +22% YoY
$AMZN beat +17% YoY
$MSFT beat +18%
$META beat +30% YoY https://t.co/krd1HKYqx6↗
Apr 30
Shay Boloor — $AMZN JUST CROSSED $275 FOR THE FIRST TIME EVER https://t.co/uS3N52nCbx↗
Apr 29
Wayne Liang — Capex guidance came in bigger than expected...
As mentioned before, this will directly and positively impact $APLD, $IREN, $CIFR, $SLNH, and many more.
The group was projected to…↗
Apr 29
Mike Investing — If you’re looking to create generational wealth then these are the stocks to hold:
1. CoreWeave ~ $CRWV
2. AMD ~ $AMD
3. Rocket Lab ~ $RKLB
4. Ondas ~ $ONDS
5. Amazon ~ $AMZN
6. N…↗
Apr 29
amit — well
big tech absolutely crushed
capex raised across the board
cloud growth rates smashed
guidance strong for Q2
$META the only red name, doesn’t make much sense on 33% growt…↗
Apr 29
Shay Boloor — $AMZN CEO Andy Jassy said memory and storage costs have “skyrocketed” with memory under the most pressure.
He said there isn't enough capacity for current demand reinforcing why h…↗
Apr 29
Shay Boloor — $AMZN, $MSFT, $GOOGL and $META just updated guidance and now plan to spend a combined ~$710B on CapEx this year to build the AI economy:
• Amazon ~$200B
• Microsoft ~$190B
• Goog…↗
TheValueist — $AMZN Jassy's comment about @Amazonleo satellites, integrated with @awscloud cloud infrastructure for customers, seems very compelling and brilliant. I can now see why @Delta chose…↗
Apr 29
tae kim — THREE OUT OF THE FOUR HYPERSCALERS ARE NOW UP. USA! USA! $GOOGL $META $MSFT $AMZN https://t.co/cpYcpxt1pc↗
Apr 29
Shay Boloor — $AMZN AWS now has over $225B in Trainium revenue commitments with Trainium 3 nearly fully subscribed & much of Trainium 4 already reserved.
Amazon says Trainium could save ten…↗
Apr 29
KaizenInvestor — Looks like all the CapEx guidances have been raised again during the earnings of the hyperscalers.
Here is an overview of the CapEx guidances of $AMZN, $GOOGL, $META and $MSFT.…↗
Apr 29
Alex A.C. — This is concerning guys..... I'm starting to like $AMZN 🥴↗
Apr 29
KaizenInvestor — @miraclemaster07 They already got scaling customers like Airbus and the European Space Agency. They also have a new contract with a big US customer, probably $AMZN for their projec…↗
Apr 29
Alphatica — The earnings landed. The tape split. NVDA sold. INTC bought.
MSFT, GOOGL, META, AMZN just reported after the bell. But this tape is from the session, this is how the institutions…↗
Apr 29
Shay Boloor — Hard to take the “AI bubble” argument seriously when some of the largest companies on earth are still putting up these growth numbers:
• $GOOGL Cloud +63% YoY
• $MSFT Azure +40% Y…↗
Apr 29
Serenity — I've monitored the situation for you.
TLDR on hyperscaler capex spend (signal aside from $TSM).
From $MSFT, $AMZN, $META earnings:
Upstream semi supply chains go brrr.
$META:…↗
Apr 29
mon — - $GOOGL Cloud +63% YoY
- $MSFT Azure +40% YoY
- $AMZN AWS +28% YoY
More demand drives more capex.
More capex unlocks more capacity.
More capacity enables new use cases.
And th…↗
Shay Boloor — $AMZN AWS is now a $152B ARR business growing 28% per year.
That marks its fastest growth in nearly four years. https://t.co/GeYvPyIrZc↗
Apr 29
Alphatica — AMZN beat. Stock down slightly after hours.
EPS: $2.78 vs Street $1.64, beat by 69.5%
Revenue: $181.5B vs Street $177.3B, beat by 2.4%
AWS: $37.6B
Advertising: $17.2B
North Americ…↗
Ophir Gottlieb — $AMZN Numbers look great; Free cash flow is dropping due to CapEx https://t.co/YrlXTSAus4↗
Apr 29
The Future Investors — 𝗔𝗺𝗮𝘇𝗼𝗻 𝗤𝟭 𝟮𝟬𝟮𝟲 𝗘𝗮𝗿𝗻𝗶𝗻𝗴𝘀 $AMZN
EPS: $2.78 vs $1.65 est. ✅
Revenue: $181.52B vs $177.17B est. ✅
AWS Cloud: $37.6B vs $37.5B ✅
𝗢𝘂𝘁𝗹𝗼𝗼𝗸 𝗤𝟮 𝟮𝟬𝟮𝟲
Reven…↗
Apr 29
Lando — Just got off work and I’m monitoring the situation $GOOGL $META $AMZN $MSFT https://t.co/9btpBlJEXc↗
Apr 29
unusual_whales — BREAKING: $META earnings:
- EPS: $10.4, est: $6.82
- Revenue: $56 billion, est: $55 billion
Amazon, $AMZN, earnings:
- EPS: $2.78, est: $1.64
- Revenue: $181 billion, est: $177…↗
Apr 29
TheValueist — $AMZN (Bloomberg) -- Amazon reported Amazon Web Services net sales excluding F/X for the first quarter that beat the average analyst estimate.
FIRST QUARTER RESULTS
Amazon Web Serv…↗
Apr 29
Shay Boloor — $AMZN Q1 EARNINGS
• Revenue $181.5B vs Est. $177.2B
• EPS $2.78 vs Est. $1.64
• AWS Sales $37.6B vs Est. $36.7B
• Operating Income $23.9B vs Est. $20.8B
Q2 Guidance
• Revenue $19…↗
TheValueist — Getting ready for some Mag7 fireworks.
$AMZN $GOOGL $META $MSFT https://t.co/rKcAZl3n5t↗
Apr 29
unusual_whales — 4 of the MAG7 report this afternoon $AMZN $GOOGL $META $MSFT
$MSFT has had a recent streak of earnings prints that resulted in price movement that far exceeded the expected move,…↗
Apr 29
Alphatica — AMZN reports today after the close.
7 of the last 8 quarters beat with an average surprise north of 20%. AWS at $142B run rate. Options market has one of the strongest bullish lea…↗
Apr 29
PhotonBull — Today is the day.
FOMC decision this afternoon, then 4 of the Mag 7 drop earnings after the close.
$MSFT $META $GOOGL $AMZN
Capex guides will tell you everything you need to kno…↗
Apr 29
Michael Sikand 🦑 — For most people their "go long, go to sleep" stock is $NVDA, $AMZN, $TSLA
Mine is a < $2B MC defense stock $KRKNF.
It specializes in critical tech that can detect mines and makes…↗
Apr 29
Shay Boloor — AWS CEO Matt Garman said $AMZN has about 7 GW of capacity committed to OpenAI and Anthropic over the next several years.
AWS is prioritizing customers that strengthen its AI platf…↗
Apr 29
Alphatica — MORNING INTERNALS | 11:00 AM ET
The day has arrived. The weakest internals of the series.
A/D ratio: 0.47x, 3,167 declining vs 1,484 advancing
Volume ratio: 0.36x, down volume le…↗
Apr 29
JC Investing — How does everyone think earnings tonight is going to go?
$GOOG $META $MSFT $AMZN↗
Apr 29
Alfonso De Pablos, CMT — If Amazon does well, so does the broader market.
The key level I’m watching is 255. Above that, I like it from the long side.
https://t.co/fj7EY9ZbZt
$AMZN https://t.co/CxkrESDW…↗
Apr 29
Shay Boloor — @VanquishTrader Not sure who would want to IPO on the same day $GOOGL, $META, $MSFT and $AMZN report earnings😆↗
Apr 29
Shay Boloor — This is what happens when $AMZN, $GOOGL, $META & $MSFT all report in the same afternoon.
The market doesn't care about my Oura readiness score 😅 https://t.co/IDHKE0hWv0↗
Apr 29
Shay Boloor — We’re at the start of the largest physical infrastructure buildout in modern history.
Today, the Big 4 show how much CapEx they believe is still needed to build the backbone of th…↗
Apr 29
Serenity — Fun fact, $SIVE just crossed the $1B MC threshold.
So a select few US institutions are able to buy it now (fund mandates)
However, the vast vast majority still can’t until they g…↗
Apr 29
Daniel Koss — Today is the day!!!
$GOOGL
$MSFT
$AMZN
$META
all have earnings.
I'm super pumped and feel like all my favorite movies are coming out all at once haha
Who's excited? I probab…↗
Apr 29
mon — Today is set to be the busiest day of the year so far on Wall Street.
> Fed rate decision
> Powell’s last press conference as Fed Chairman
> $GOOGL, $MSFT, $META, & $…↗
Apr 29
Nezih Gökay — 💠Amazon com Inc. $AMZN
E-ticaret ve bulut hizmetleri devi Amazon, SpaceX'in en büyük rakiplerinden biri. Şirketin daha önce "Project Kuiper" olarak adlandırılan Amazon Leo proje…↗
Apr 29
amit — @LeifInvests No, if the revenue growth/guidance for growth is in accordance.
If $META grows 30%+ but increases capex, street should be okay.
If $AMZN AWS gets closer to 27% (righ…↗
Apr 29
amit — $AMZN $GOOGL $META $MSFT earnings all tomorrow at once
going to be one of the craziest days all of us will experience in 2026
all those trillions moving back and forth on revenue…↗
Apr 29
Wayne Liang — Tomorrow is probably the most important earnings day of the year so far...
$META, $GOOGL, $MSFT, and $AMZN all report after market closes. $AAPL follows Thursday.
Pay attention t…↗
Apr 29
KawzInvests 🦑 — Insane hyperscaler capex. Insane token/inference demand. And the AI buildout has barely even begun.
Market was shaky today on an OpenAI revenue miss headline and oil ripping on Ir…↗
Apr 28
Shay Boloor — My predictions for tomorrow’s hyperscaler earnings:
• $MSFT: “We are power and compute constrained”
• $META: “We are power and compute constrained”
• $GOOGL: “We are power and com…↗
Apr 28
Alphatica — SPX GEX LEVELS: April 29 (FOMC Day)
🚨🚨🚨 Tomorrow's expected range: 7,050 – 7,225. Direction depends entirely on the catalysts. The gamma structure amplifies whichever way the h…↗
Apr 28
Jason Luongo — If I had to pick 10 stocks to hold until 2030, it would probably be these:
1. NVIDIA - $NVDA
2. IREN - $IREN
3. MP Materials - $MP
4. One Stop Systems - $OSS
5. Rocket Lab - $RKLB…↗
Apr 28
tae kim — I have been pounding the table over and over on this AI agent megatrend for the last few months. It should be CLEAR and OBVIOUS to ANYONE paying attention.
$NVDA $AMZN $GOOGL $MS…↗
Apr 28
Alphatica — S&P down 0.49%. The tape bought $33 billion. Read that again.
This morning the internals said sell. Breadth 0.66x. Volume 0.71x. Both aligned to the downside. We said: every time…↗
Apr 28
Mike Investing — These next 24 hours are going to make, or break many portfolios…
$MSFT, $GOOGL, $AMZN & $META all report earnings after the bell tomorrow.
Not only this, but Jerome Powell wi…↗
Apr 28
Shay Boloor — $AMZN AWS launched Amazon Quick which is a desktop AI assistant that works across your apps and data to surface what matters and take action.
This is agentic AI turning the inbox…↗
Apr 28
The Future Investors — $AMZN Amazon launched Amazon Quick, a desktop AI assistant that connects across apps, files, email, and calendars to automate workflows and create dashboards, presentations, and do…↗
Apr 28
Shay Boloor — $AMZN AWS announced OpenAI’s frontier AI models are now available in limited preview starting today. https://t.co/CRbLKx5Em7↗
Apr 28
BULL OF BRITAIN — My opinion on the best companies for every role in Photonics - from someone with 1000+ hours on the sector.
Layer 1 (Equipment): $AIXA
Layer 2 (Substrates / Raw Materials): $SOI…↗
Apr 28
Shay Boloor — $AMZN AWS CEO pushed back on the idea that AI is killing software jobs by saying Amazon is hiring as many developers as ever.
He said AI agents are “exploding” across every indus…↗
Apr 28
Shay Boloor — $AMZN AWS launched Amazon Connect Decisions and Connect Talent which is a new AI agent tools for recruiters and logistics teams.
The bigger push is Amazon moving deeper into offic…↗
Apr 28
Nick Colas & Jessica Rabe (DataTrek) — 2/3 ...Some names should show better profitability ( $AAPL, $MSFT & $META for 2026), while others face near-term margin pressure ( $GOOG, $AMZN & $META for Q1)...↗
Apr 28
Nick Colas & Jessica Rabe (DataTrek) — 1/3 Five S&P 500 companies worth 24% of the index report this week ( $AAPL, $GOOG, $MSFT, $AMZN & $META). Wall Street analysts’ outlook is mixed, with solid but uneven grow…↗
Apr 28
Alphatica — ROTATION SCANNER | April 28, 2026
Nowhere to hide. Almost everything is red.
Previous sessions the rotation scanner showed clear themes, tech up/energy down, or financials up/sem…↗
Apr 28
JC Investing — POV: you full port $SOFI for earnings on Wednesday instead of $AMZN $META or $GOOG https://t.co/BKSVJkrj46↗
Apr 28
Alphatica — MORNING INTERNALS | 11:05 AM ET
OpenAI missed its targets. Breadth and volume align down.
The WSJ reported that OpenAI fell short of internal revenue and user growth goals. CFO S…↗
Apr 28
The Future Investors — Tomorrow is the biggest day of earnings season 🔥
4 of the biggest tech giants report after the bell 🔔
$AMZN | Amazon
$MSFT | Microsoft
$META | Meta
$GOOGL | Alphabet
Which of…↗
Apr 28
Shay Boloor — OpenAI’s new $MSFT agreement reportedly doesn't cover technology it gains through acquisitions giving OpenAI more room outside the Microsoft partnership.
The change came after Nad…↗
Apr 28
Jose Najarro Stocks — $AMD $NVDA $CRWV $NBIS $ORCL $MSFT -- OPENAI BEARISH PIECE BEFORE EARNINGS ... and the market falls for it again.
I just want to share my thoughts on recent OpenAI news, as it is…↗
Michael | Hypermarkets — 20 stocks to LOAD when SPY crashes 10%-20% in May. These will be all on sale (wait for buy zones):
$ASTS — $75
Buy Zone: $50–60
Why: Prior breakout level + strong demand zone, ins…↗
Mike Investing — The White House is quite literally telling you to buy these 5 sectors…
Rare Earths ~ $USAR, $MP, $CEG
Space ~ $RKLB, $PL, $ASTS, $LUNR
Chips ~ $AMZN, $AMD, $GOOGL, $TSM
AI Infr…↗
Black Panther Capital — This is the week the AI trade either gets extended or gets questioned.
$GOOG, $AMZN, $META, $MSFT all report Wednesday night.
$AAPL Thursday.
Five companies. One week. Combined…↗
Apr 27
Nick Colas & Jessica Rabe (DataTrek) — US Tech sector employment levels will take a hit from layoffs at $META, $MSFT, $AMZN, and others, but history back to 1990 shows this is neither the sign of an impending recession…↗
Apr 27
Shay Boloor — $AMZN CEO Andy Jassy called OpenAI’s announcement “very interesting” and said AWS plans to add OpenAI models to Bedrock in the coming weeks.
AWS is also moving deeper into agentic…↗
Apr 27
Shay Boloor — $AMZN signed a multi-year deal with Harpo Entertainment for exclusive Oprah podcast rights.
The agreement adds another major media asset to Amazon’s podcast and audio ecosystem. h…↗
Apr 27
Alphatica — MORNING INTERNALS | 11:00 AM ET
The biggest earnings week of the year. The internals are waiting.
Five of the Magnificent Seven report in the next 48 hours. FOMC decides Wednesda…↗
Apr 27
BULL OF BRITAIN — $SIVE Deep Dive
Sivers Semiconductors. Swedish. ~$1B market cap. Indium phosphide laser supplier sitting inside the supply chain of every major AI optics architecture being built…↗
Apr 27
Mike Investing — Investing into these 10 stocks will set you up to be rich before 2030:
1. AMD ~ $AMD
2. CoreWeave ~ $CRWV
3. Nebius ~ $NBIS
4. One Stop Sys ~ $OSS
5. Rocket Lab ~ $RKLB
6. Amazon…↗
Apr 27
InvestmentGuru — BIG TECH EARNINGS PREVIEW
The most important week on Wall Street
$GOOG | Rev: $107B | EPS: $2.67
→ Google Cloud spotlight — 50%+ growth expected post $32B Wiz acquisition
→ Key qu…↗
Shay Boloor — $ARM is up ~4% overnight to a new all-time high.
I own a position in the family portfolio because I think the market is still underpricing the CPU bottleneck as AI shifts toward a…↗
Apr 26
Alphatica — SPX GEX LEVELS: April 27
The biggest macro week of the year opens into $1B+ positive gamma. That's the shield.
🚨🚨🚨Tomorrow's expected range: 7,100 – 7,225. Bias higher toward…↗
Apr 26
Alphatica — Last week our earnings model covered 9 names. Called 7 correctly. Nailed $NFLX revenue to the decimal. Owned the misses publicly.
Next week is bigger.
$GOOGL. $MSFT. $META. $AMZN…↗
Apr 26
Tech Fund — $AMZN + Cerebras are working on a similar disaggregated inference solution as $NVDA + Groq
Prefill => runs on Trainium 3
Decode => runs on Cerebras https://t.co/oXJhovDFig↗
Apr 26
InvestmentGuru — Earnings season is heating up — week of April 27th is loaded.
$META $AMZN $MSFT $AAPL $GOOGL all reporting this week. The big 5 in one week — markets will move on every print.
$M…↗
Apr 26
Shay Boloor — Nvidia remains the AI compute standard when every major alternative combined still ships only about half as many H100-equivalent units:
• $NVDA ~3M (H100-equivalents)
• $GOOGL ~9…↗
Apr 26
Daniel Koss — Pure speculation and I have no insight on this, but if I were Nebius I'd announce earnings on April 29 (pre market).
Why? To clearly position $NBIS next to the other hyperscalers…↗
Apr 26
InvestmentGuru — CPU ecosystem map across every tier:
TIER 1 — Pure CPU Giants
$INTC — Intel. The turnaround is real. Q1 2026: revenue $13.58B, EPS $0.29 crushed $0.01 consensus. Data Center reve…↗
Apr 26
mon — 1. Talks between the USA and Iran cancelled.
2. Isreal and Lebanon are at war again.
3. Strait of Hormuz closed.
4. Bank of England predicts a correction.
5. Big earnings coming u…↗
Apr 26
Serenity — Agreed, and glad DNB, one of Europe's leading banks, went out to defend $SIVE valuations alongside me.
I still think $SIVE can reach $10B MC in 1 year time as their laser growth s…↗
Black Panther Capital — 👀 next week might be the most important week of 2026 for AI infrastructure investors.
$MSFT, $GOOG, $AMZN, $META all report earnings between April 29 and May 1.
combined, these f…↗
Apr 25
Ben Pouladian — Google didn't launch a TPU at Cloud Next
It chose both sides of the AI silicon war
Two camps of silicon. Two axes above them
NVIDIA + OpenAI + Microsoft
Google + Anthropic + TPU…↗
Apr 25
Shay Boloor — THE SUPER BOWL OF EARNINGS IS NEXT WEEK
• Monday | $AMKR, $CDNS
• Tuesday | $HOOD, $SPOT, $GLW, $BE, $ENPH
• Wednesday | $AMZN, $MSFT, $META, $GOOGL, $QCOM, $SOFI, $LMND, $KLAC,…↗
InvestmentGuru — Longs always win.
Here’s why time destroys shorts:
- Time Is A Short Seller’s Enemy
Every day a short is open → borrowing fees tick up
Options decay against them
The market can s…↗
Shay Boloor — SPACEX ECOSYSTEM CHEAT SHEET
A ~$1.5T SpaceX valuation forces the market to start pricing the full connectivity, infrastructure & supply chain layer tied to the space economy:
La…↗
Apr 25
Jukan @COMPUTEX — The most interesting comment I read in today’s report:
All of Anthropic's unusual moves around the GPT-5.5 launch ultimately converge on a single conclusion: in order to secure co…↗
Apr 25
The Future Investors — Get ready for next week! The biggest week of earnings season. 🚀
All major Big Tech companies report, with 4 of the 5 on Wednesday: $MSFT, $GOOGL, $AMZN, and $META, followed by $A…↗
CK Capital — Holy shit wednesdays after hours and thursday market will be absolutely insane.
In 1 day you have these 4 major stocks reporting.
$MSFT
$AMZN
$META
$GOOG https://t.co/IWbzt32k…↗
Alphatica — $65 billion net. HUGE day.
This morning we showed you the divergence, breadth negative at 0.87x, but volume positive at 1.51x. We said: "More stocks are red. But the money is gree…↗
Apr 24
Shay Boloor — $XE opened up ~23% in its IPO today.
$AMZN owns ~20% of the small modular reactor startup and has deals with X-Energy to help power its data centers. https://t.co/HynIqXRgw1↗
Apr 24
Shay Boloor — $AMZN JUST HIT NEW ALL-TIME HIGHS https://t.co/KdOdBxZxGn↗
Shay Boloor — The combined market cap of the top five companies is nearly $20 trillion:
1. $NVDA ~$5.1 trillion
2. $GOOGL ~$4.1 trillion
3. $AAPL ~$4.0 trillion
4. $MSFT ~$3.1 trillion
5. $AMZ…↗
Apr 24
Shay Boloor — @VanquishTrader $GOOGL clearly paying to ensure Anthropic doesn't become exclusively an $AMZN AWS asset after the $100B Amazon deal 😅↗
Apr 24
Alphatica — MORNING INTERNALS | 11:43 AM ET
More stocks are red. But the money is green.
Intel surged 19% after hours on a beat and raised guidance. Semis are on a 17-day winning streak. Tru…↗
Apr 24
Shay Boloor — $AMZN Zoox is now testing robotaxi rides to and from Las Vegas International Airport.
The service is employee-only for now with a public rollout expected in the relatively near fu…↗
Apr 24
Jason Luongo — You don't build generational wealth by day trading.
You build it by owning the right stocks and letting them compound over time.
Here are 10 companies I'm continuing to buy and h…↗
Apr 24
Shay Boloor — AI startups are struggling to access $NVDA GPUs as cloud providers like $MSFT, $AMZN, $GOOGL & $CRWV reserve more capacity for internal teams & larger AI customers.
The shortage i…↗
Apr 24
The Future Investors — $META $AMZN Meta expands its AI infrastructure with AWS by deploying tens of millions of Graviton chips 🤖
The deal highlights a shift toward CPU-heavy "agentic AI" workloads, whe…↗
Apr 24
Shay Boloor — $META is a ~12% position in my family portfolio
$AMZN is a ~9% position in my family portfolio
$ARM is a ~3% position in my family portfolio↗
Apr 24
Shay Boloor — The $META + $AMZN Graviton deal validates three things at once:
1. The CPU bottleneck is VERY real
2. $ARM based CPUs are gaining traction in AI data centers
3. AWS’s custom sil…↗
Apr 24
Shay Boloor — $META just became one of $AMZN largest Graviton customers overnight.
Meta is one of the most aggressive AI infrastructure spenders in the world so deploying tens of millions of C…↗
Apr 24
TheValueist — $AMZN the sleeper CPU provider.
$INTC $AMD $ARM $NVDA↗
Apr 24
Shay Boloor — $META and $AMZN just announced a deal to bring tens of millions of AWS Graviton cores into Meta’s compute stack.
Another signal that CPUs are becoming a bigger bottleneck as AI s…↗
Apr 24
Serenity — I'm amused by Swedish culture at this point.
That their retail/journalists are crying every day when someone posts a supply chain mapping of $SIVE lasers to:
-> $MRVL CPO
-> $AMD…↗
Apr 24
Serenity — Just putting out there...
Would have been +15.02% in 2W equal-weighted return.
On 30 different stocks... mostly medium-large cap.
1. $INTC +29.62%
2. $MRVL +40.95%
3. $TSM +4.7…↗
Apr 24
Alphatica — "Only 7 stocks are carrying the market. That's unhealthy. We're due for a correction."
Half of FinTwit has posted some version of this in the last two weeks.
22 years. 5,696 tra…↗
Apr 23
amit — @crxsto4 Yeah $XYZ began to set the tone this year
$AMZN cutting 30K jobs late last year also was a sign of this happening more↗
Apr 23
amit — $AMZN ATH
majority of FinX is long this one so it’s gotta feel good…hopefully earnings takes out of the current $240-$255 range and Amazon attempts to go for $300 this year
stoc…↗
Serenity — All the hyperscalers $SIVE likely ends up in 2027-2028 is staggering at a $900m MC.
Markets don't understand what's coming.
From speculative mapping:
> $SIVE -> $POET -> $MRV…↗
Apr 22
The AI Investor — $AMZN CEO Andy Jassy: “If you are building a big inference business and want decent margings, not having your custom silicons is a structural disadvantage.”
Also Amazon: ramping N…↗
Apr 22
Alphatica — Yesterday: −$49.5 billion sell. Today: +$29 billion buy.
The tape flipped back in 24 hours. Again.
$60.8B in buy blocks. $31.8B in sells. Net flow: +$29.0B. Buy/sell ratio: 1.9 t…↗
Apr 22
Ben Pouladian — Anthropic on stage at #GoogleCloud Next
Fine print on the slide:
“Amazon Web Services is Anthropic’s primary cloud provider and primary training partner”
The multi-cloud hierarc…↗
Apr 22
Shay Boloor — A couple weeks ago I initiated a position in the family portfolio in $ARM because I thought the CPU bottleneck was being badly underappreciated as AI shifts toward agentic systems…↗
Apr 22
Chris Ray — The $OUST x $AMZN connection is growing.↗
Serenity — Bro everyone was doubting me on names like $IQE.
Yet how come… all these institutions from UBS or Point72 buy in after my thesis posts?
Not sure if Swedish media bearposting $SIV…↗
InvestmentGuru — $AMD — Advanced Micro Devices is the #1 alternative AI GPU play and the story is just getting started. 2025 was a defining year: full-year revenue hit $34.6B — up 34% YoY — with no…↗
Apr 22
InvestmentGuru — $AMZN just dropped a bomb on the GLP-1 market — launching a nationwide weight loss program through One Medical with Wegovy and Foundayo starting at just $25/month with insurance, s…↗
Apr 22
amit — TOP 20 STOCKS TRADED IN THE OPTIONS MARKET TODAY:
Nvidia $NVDA – 1.75M contracts
Tesla $TSLA – 1.19M contracts
Apple $AAPL – 1.14M contracts
Microsoft $MSFT – 805K contracts
Amaz…↗
Apr 21
Chris Ray — ☢️ Advanced nuclear reactor & fuel company, X-Energy, is going public on Thursday under ticker symbol $XE.
They’re targeting a $16-$19 share price and ~$7.5B valuation.
I’ll star…↗
Alphatica — −$49.5 billion net sell. The tape flipped.
This morning the internals broke: A/D 0.58x, every exchange red, every metric distribution. We said: take this as seriously on the way d…↗
The Future Investors — $AMZN Amazon launched a GLP-1 weight loss program via Amazon One Medical, combining doctor visits, prescriptions, and pharmacy delivery into one service 🏥💊
The program expands a…↗
Apr 21
unusual_whales — Amazon, $AMZN, has launched a national GLP-1 weight-loss program.↗
Apr 21
KaizenInvestor — Major players like SpaceX and $AMZN have already secured FCC approval for thousands of V-band satellites, while companies like Astra Space and Boeing are actively exploring their o…↗
Alex A.C. — AI compute demand 📈📈
meanwhile....
AI compute supply 🥴
... what means TIGHT SITUATION. And what happens in tight situations? Yep, that prices go to the 🌛
Bullish Hyperscalers…↗
Apr 21
Nick Colas & Jessica Rabe (DataTrek) — 1/2 History suggests US Big Tech is oversold relative to the S&P & will likely outperform over the next 3-4 months. $NVDA, $META, $AMZN & $GOOG are emerging as near-ter…↗
Apr 21
Ophir Gottlieb — $ALAB is up bc of the $AMZN / Anthropic deal.
Recall last ALAB earnings ALAB granted Amazon the right to purchase up to 3.26 million shares with vesting tied to Amazon purchasing…↗
Apr 21
Shay Boloor — @VanquishTrader My takeaway is that $AMZN just validated that the GLP-1 market is worth competing for which is net bullish for $HIMS↗
Apr 21
Shay Boloor — $HIMS is getting hit hard right now after $AMZN launched a national GLP-1 weight-loss program 🫣 https://t.co/q7uX8z3nEJ↗
Apr 21
Shay Boloor — $AMZN just launched a national GLP-1 weight-loss program.
Injectable treatments start at $299 per month while oral options start at $149 per month. https://t.co/s7VWpGmC7p↗
Apr 21
Shay Boloor — The $AMZN & Anthropic deal is especially bullish for $ALAB & $CRDO because 5 GW of committed Trainium capacity means years of AI cluster buildout at AWS & both companies live insid…↗
The Future Investors — $AMZN Amazon invests $5B more in Anthropic (up to $20B possible) as they expand their partnership with a $100B+ cloud commitment and up to 5GW of compute on AWS to scale Claude 🤖…↗
amit — DAILY RECAP FOR THE STOCK MARKET.
APRIL 20TH, 2026.
Today's recap focuses on how strong the recent rally has been, updates on Trump and Iran, Tim Cook stepping down from $AAPL,…↗
Apr 21
amit — TOP 20 STOCKS TRADED IN THE OPTIONS MARKET TODAY:
1. Tesla $TSLA – 3.43M contracts
2. Nvidia $NVDA – 2.46M contracts
3. Apple $AAPL – 1.41M contracts
4. Netflix $NFLX – 875K cont…↗
Apr 21
Shay Boloor — This $AMZN + Anthropic deal is also very bullish for $CRDO and reinforces why I hold the name: https://t.co/jFB1NRY8PD↗
Apr 20
Jose Najarro Stocks — $AMZN $MRVL $CRDO $ALAB AI DEMAND IS INSANE AND WE ARE COMPUTE CONSTRAINT!
Anthropic to secure up to 5 gigawatts (GW) of current and future generations of Amazon’s Trainium chips…↗
Apr 20
InvestmentGuru — $AMZN
Amazon $AMZN to invest up to $25,000,000,000 in Claude AI developer Anthropic.↗
Apr 20
Alex A.C. — "Anthropic to secure up to 5 GW -and up to an additional $20 B in the future- of current and future generations of $AMZN Amazon’s Trainium chips to train and power their advanced A…↗
Apr 20
Shay Boloor — Anthropic securing up to 5 GW of $AMZN Trainium capacity is exactly the kind of tailwind I have been pointing to for $ALAB and why it remains a top 10 position for me.
This deal e…↗
Apr 20
Ophir Gottlieb — $AMZN @AnthropicAI via @cnbc
Amazon has agreed to invest up to $25B in Anthropic, on top of the $8B alredy spent.
Anthropic said it’s committed to spend more than $100B on Amazon…↗
Shay Boloor — $AMZN will invest $5B in Anthropic now with up to another $20B tied to commercial milestones.
Anthropic also committed to spending more than $100B on AWS over the next decade and…↗
Apr 20
unusual_whales — BREAKING: Amazon, $AMZN, has said it is investing $25 billion in Anthropic↗
Apr 20
amit — AFTERHOURS:
$AAPL: CEO TIM COOK TO STEP DOWN BY END OF SUMMER
$AMZN: AMAZON WILL INVEST $5B INTO ANTHROPIC TODAY WITH UP TO $20B MORE PENDING
Apple moving into a new era, Amazon…↗
Apr 20
Alphatica — $14 billion net buy. Two names flipped. One new arrival.
This morning the internals said positive despite the ship seizure. The tape confirmed: still net buy. But the rotation und…↗
Apr 20
Nick Colas & Jessica Rabe (DataTrek) — 1/2 While US Big Tech should post better earnings growth in Q1/2026 than the “S&P 493”, that edge disappears w/out $NVDA. But estimates for the “Mag 6” are all over the map. $T…↗
Apr 20
Shay Boloor — Great to be featured on MarketWatch discussing $AMZN ~$12B deal for Globalstar.
You can spend billions on satellites but spectrum and licensing are much harder to replicate which…↗
Apr 20
Shay Boloor — $ADBE just announced a new set of AI agents aimed at helping enterprise customers automate digital marketing and other workflows.
Adobe also said it is partnering with 30+ AI plat…↗
Apr 20
KaizenInvestor — I initiated a new position in Filtronic PLC, $FTC last Friday. It's unbelievable how this company has stayed under the radar for this long.
At a ~$600M market cap, this company is…↗
Apr 20
Serenity — Space sector with $ASTS looks like it’s having fun.
Lot of optimism on X somehow, even after Blue Origin had a major failure... (positive for SpaceX and byproduct $RKLB.)
As for…↗
Apr 20
Serenity — I'm telling you all...
Lot of stuff in the $SIVE supply chains make very compelling longs.
Win Semi (3105) just goes up 10% a day then halts trading after hitting its max.
Obvio…↗
Apr 19
Serenity — @daniel_koss Thanks, I did say $SIVE looked like the next $LITE!
I went long on Lumentum last year because of the Google TPU and markets tend to like Google's ecosystem a bit more…↗
Apr 19
Mike Investing — Nvidia CEO Jensen Huang just revealed the “five-layer” model of what AI is dependent upon…
These 5 layers include:
1. Energy ~ $NBIS, $IREN, $CIFR, $OKLO
2. Chips ~ $NVDA, $AMD,…↗
Apr 19
Black Panther Capital — HOW I WILL PLAY THE NEXT MONTHS AND WHAT I EXPECT:
I want to touch on 5 important things:
1. First, I’m sad to see the lunch of $ASTS fail. I sold a while ago. “$Execution delays…↗
Apr 19
Mike Investing — The upcoming $2T SpaceX IPO is about to cause a generational rally amongst the full space economy…
Your chance to enter these space sector names below before they squeeze will end…↗
Apr 19
Shay Boloor — $RKLB CEO Peter Beck said the company is building more of the core components needed for a future satellite constellation through vertical integration across propulsion, optical li…↗
Apr 19
Jerry Capital — $AMZN "willingness to pay a significant premium for globally harmonized MSS spectrum signals that this asset class has been systematically undervalued. These companies could emerge…↗
Apr 19
Shay Boloor — $MU could be more profitable than both $AMZN and $META by 2027.
That is how powerful this memory cycle could be. https://t.co/BEPGozn9Ce↗
Apr 19
Serenity — @Gubloinvestor I mean anyone can just map it to Amazon through AlChip, Marvell, etc? Or Microsoft?
But sometimes markets like more concrete“proof” like photonic fabric purchase ag…↗
Apr 19
Serenity — @PhotonCap Basically every time $AMZN has these warrant agreements like $ALAB 2024, $AAOI 2026, volume orders go brrr↗
Apr 19
Serenity — Just in case you were wondering who the end users of $SIVE likely were:
Sivers lasers -> $AMZN (Marvell's 8-K SEC filings).
Amazon has purchase agreements for "photonic fabric"…↗
Apr 18
Shay Boloor — @VanquishTrader I still can’t believe how long $AMZN sat around $200 when it felt so clear they were going to be a massive AI winner.↗
Apr 18
Shay Boloor — BUILDING THE INFRASTRUCTURE OF TOMORROW
1. $RKLB building the vertically integrated logistics layer of the space economy through launch vehicles, spacecraft buses, satellite compo…↗
Apr 18
Shay Boloor — SPACE ECONOMY CHEAT SHEET
A SpaceX IPO likely forces the market to look beyond rockets and start repricing the full supply chain and infrastructure layer beneath the space economy…↗
Apr 17
Jerry Capital — $AMZN $ASML $CSU seems like a perfect three stock portfolio. There is a high probably all three are AI winners. But at worst you're hedged.↗
Apr 17
amit — @ChrisCamillo @DumbMoneyTV You have helped with my $AMZN conviction, thank you sir!!!!↗
Shay Boloor — $RKLB CEO Peter Beck talking about what the SpaceX IPO could mean for the sector and where Rocket Lab goes next with Europe, Mynaric, electric propulsion & Neutron.
He also to…↗
Apr 17
Shay Boloor — $AMZN pulls in $1M every 43 seconds 🤯 https://t.co/fruBzvAH4a↗
Apr 17
BMSInvests — Not a bad list so far.
$ONDS $NBIS $KRKNF $ASTS $UAMY $XTIA $AMZN especially.↗
Apr 16
amit — TOP 20 STOCKS TRADED IN THE OPTIONS MARKET TODAY:
1. Tesla $TSLA – 2.62M contracts
2. Nvidia $NVDA – 2.26M contracts
3. AMD $AMD – 1.33M contracts
4. Netflix $NFLX – 1.32M contra…↗
Apr 16
Alphatica — $32 billion net buy. But one name got sold hard.
This morning we showed you the internals diverging, breadth positive, volume weak. We said to watch the tape for the answer.
Here…↗
Apr 16
CK Capital — Save this for when $ASTS and $AMZN announce a partnership. https://t.co/gwrNJgDkwa↗
Apr 16
AlmaCap — $SOI / $SLOI now up c.35% since I posted a month ago, with a nice dip in the middle for the cost averager too.
Whilst the main reason people are excited is the upcoming boom in de…↗
Apr 16
Nick Colas & Jessica Rabe (DataTrek) — The Nasdaq is up +15.5% to the S&P’s 10.7% advance off the recent bottom.
Within US Big Tech, the best performers off the lows have been $AVGO (+35.2%), $META (+25.2%), $AMZN…↗
Apr 16
TheValueist — $ORCL $AMZN RESEARCH NOTE - Oracle and AWS Tighten the Multicloud Operating Model: Strategically Useful, Financially Non-Binding for Now
https://t.co/uOGPkVUyo7
Bottom Line: The…↗
Apr 16
Jason Luongo — 7 stocks I think still have a lot of room to run, even after this melt-up:
$HIMS ($26) - FDA peptide panel July 23-24. Hims already owns a California peptide facility. Dudum has p…↗
Apr 16
Shay Boloor — $ORCL & $AMZN just announced a partnership to expand multicloud networking through direct connectivity between Oracle Interconnect & AWS Interconnect.
That gives customers…↗
Apr 16
Mike Investing — Markets have shifted since 2025, & this year large cap names will lead versus smaller caps.
Here are 5 “MUST-BUY” large cap stocks, & their targets:
1. $GOOGL will be $430+
2. $…↗
Apr 15
AlmaCap — Didn’t open Ai and Amazon just sign a 100bn dollar agreement for compute?
This absolutely is a trend and the reason why Nvidia is losing multiple
They’re still best in class. Som…↗
Apr 15
amit — TOP 20 STOCKS TRADED IN THE OPTIONS MARKET TODAY:
1. Tesla $TSLA – 5.7M contracts
2. Nvidia $NVDA – 3.6M contracts
3. Microsoft $MSFT – 1.56M contracts
4. Apple $AAPL – 1.50M con…↗
Apr 15
Alphatica — $56 billion net buy. Every mega-cap bought. Not one seller on the tape.
This morning we showed you breadth cooling, A/D 1.07x, NYSE flat, rally narrowing. The institutions didn't…↗
Apr 15
Shay Boloor — Great to be featured on MarketWatch today discussing $AMZN ~$12B deal to acquire $GSAT.
Amazon Leo looks less like a Starlink copy and more like a connectivity platform with AWS u…↗
Apr 15
Special Situation Investments — Amazon makes a major move to challenge Starlink.
- $GSAT to be acquired by $AMZN
- $90.00/sh cash or 0.3210 AMZN shares subject to proration
- Shareholder approval secured via wri…↗
Serenity — @wealthquake This is finally supply chain mapping validation with $SIVE.
$JBL is ****** massive and Sivers lasers now will likely go into Jabil's hyperscalers clients like $AMZN,…↗
Apr 15
unusual_whales — Today, $AMZN stock hit more than $250.
It rallied 3%+ today.
See more: https://t.co/RLO87UrtYS↗
Apr 15
amit — The legendary @spacanpanman will be joining the Market Close tomorrow at 5PM EST to talk $ASTS, the upcoming SpaceX IPO, $AMZN Amazon's acquisition of $GSAT, and why the space indu…↗
Apr 14
PhotonBull — The guy I follow for all space research is not worried about the selloff on $ASTS
I think he is right
$AMZN $GSAT $ASTS↗
Apr 14
AlmaCap — $ASTS down 11% today, the world is ending?
Lets look at the moat:
Technology lead: 3,800 patents covering space-based cellular architecture nobody else has cracked. BlueBird ar…↗
Apr 14
Jason Luongo — Every industry has an incumbent that stopped innovating.
These companies are coming for their lunch:
$HOOD - brokerage
$SOFI - banking
$OSCR - health insurance
$PLTR - enterprise…↗
Shay Boloor — Great week to have ~25% of the family port in $META and $AMZN 🙃 https://t.co/YZ3yq3ub81↗
Apr 14
Alphatica — Friday: −$3.49 billion.
Monday: +$4.5 billion.
Tuesday: +$11.0 billion.
The institutional tape just printed the biggest buy day since we started sharing this data.
$14.1B in buy…↗
Apr 14
amit — $AMZN
Amazon $250 has to feel amazing for so many of us…I think like 80% of FinX is long this name and I can’t imagine anyone being a bagholder on it anymore 😆
- AWS accelerati…↗
BULL OF BRITAIN — What I'm looking for in the upcoming earnings season of AI/Photonics/Space/Cloud servicing
$ASML - Apr 15: Do orders confirm the AI capex cycle is accelerating or decelerating
$T…↗
Apr 14
Shay Boloor — FCC Chair Brendan Carr said the agency is open to AI data centers in space & noted Starlink has already filed a request involving up to 1M satellites.
He also suggested the FC…↗
Apr 14
CK Capital — The $AMZN $GSAT acquisition is not a threat to $ASTS. It is the single most bullish thing that could have happened to the sector.
Here is why people are reading this completely ba…↗
Apr 14
Shay Boloor — $AMZN just crossed $250 after adding more than $100B in market value today.
That means the market more than paid for its $GSAT $12B deal and is effectively treating the move to tu…↗
Apr 14
Wolf Capital — $ASTS performing like a stepchild today after $AMZN announced it was the father. Will be interesting to see the market digest this news and ultimately realize just how big this mar…↗
Apr 14
PhotonBull — $ASTS dip feels overdone IMO
Feels similar to when SpaceX bought $SATS spectrum in September or when Blue Origin announced their TeraWave constellation January 21st.
Have added s…↗
Jerry Capital — Putting the SpaceX comp into the $AMZN (+2.9%) SOTP https://t.co/LS1QecOs2X↗
Apr 14
CK Capital — $ASTS was up 5% pre market on the $AMZN $GSAT news and has since given it all back and then some being down over 10% since the pre market top
That is the market being irrational i…↗
Apr 14
Jose Najarro Stocks — $CRDO Holy Smokes!! Up 17% PreMarket!!
It's been a great week for the semiconductor industry and, more importantly, for the portfolio, hitting new ATHs!!
Three things
1) When m…↗
Shay Boloor — $AMZN ~$12B deal for $GSAT would take Project Kuiper beyond broadband giving Amazon licensed spectrum & a D2D path without relying on carriers.
If AI is going to live in robots, d…↗
Apr 14
The Future Investors — $AMZN $GSAT Amazon is acquiring Globalstar for $11.6 billion 💰
The deal expands its Leo satellite network with direct-to-device (D2D) services 📡, enabling smartphones to get voi…↗
Apr 14
Chris Ray — $AMZN just acquired $GSAT. 🤯
The space sector continues to heat up! 🔥↗
Apr 14
Shay Boloor — $AMZN and $AAPL have signed an agreement to use Amazon’s LEO network for satellite features across iPhone and Apple Watch.
That support is expected to include services like Emerge…↗
Apr 14
Shay Boloor — $AMZN TO ACQUIRE $GSAT TO EXPAND ITS LEO SATELLITE NETWORK https://t.co/O6evQzDAKb↗
Apr 14
InvestmentGuru — BREAKING: $AMZN Nears $9B Acquisition of $GSAT
The space race just escalated — and this is no longer theoretical.
This is Bezos vs Musk going head-to-head in LEO internet 🛰️
Wh…↗
Apr 14
TheValueist — I have a feeling $AMZN will be paying up for $GSAT . AMZN’s M&A bankers are undoubtedly telling them the SpaceX IPO will be massive and will be a positive knock on post-aquisition.…↗
Apr 14
Shay Boloor — $AMZN is said to be nearing a deal for $GSAT as it pushes deeper into satellite connectivity to rival Starlink.
Bloomberg says the deal could be announced as soon as tomorrow. htt…↗
Apr 14
InvestmentGuru — Most investors are always chasing the last wave.
The AI infrastructure cycle is playing out in layers — and each one is bigger than the last.
Here’s the full roadmap:
Wave 1: Semi…↗
Apr 13
Shay Boloor — $AMZN just introduced the LEO Aviation Antenna offering up to 1 Gbps downlink and 400 Mbps uplink from a single unit.
Amazon says it is simple enough to install in a day and power…↗
Apr 13
unusual_whales — BREAKING: A worker died at an Amazon, $AMZN, warehouse in Oregon last week, per MorePerfectUnion.
Employees were told to keep working for over an hour as the body remained on the…↗
Apr 13
AlmaCap — $LPKF up c.30% today, I think I know why.
$ALMU just announced a foundry partnership with $TSEM. While ALMU itself is III-V on silicon (not glass), it signals the broader AI chip…↗
Apr 13
Shay Boloor — $AMZN AWS launched Claude Mythos in gated preview through Bedrock for advanced cybersecurity and code analysis.
Access is limited to allowlisted organizations under Project Glassw…↗
Apr 13
Shay Boloor — U.S. tech valuations have compressed from 40x to 20x forward earnings in just weeks and now sit below where they were when ChatGPT launched.
The backdrop is far more real today th…↗
Apr 13
Jerry Capital — "Our Microsoft partnership has been foundational to our success. But it has also limited our ability to meet enterprises where they are for many that's Bedrock" $AMZN↗
Apr 13
Jerry Capital — "Evercore ISI Reiterates #1 Net Long/$285 PT — Mythos on Trainium Could Trigger GOOGL-Like Narrative Shift" $AMZN↗
Apr 13
Jerry Capital — “Our Microsoft partnership has been foundational to our success. But it has also limited our ability to meet enterprises where they are — for many that’s Bedrock” $AMZN $META↗
Apr 13
Jerry Capital — "OpenAI’s newly appointed revenue chief, Denise Dresser, sent a memo to staffers on Sunday, touting the company’s alliance with Amazon as a key growth driver for its enterprise bus…↗
Apr 13
Shay Boloor — OpenAI is reportedly leaning further into $AMZN for enterprise distribution with its CRO saying $MSFT has “limited our ability” to meet customers where they are.
She added that de…↗
Apr 13
Shay Boloor — $AMZN has expanded Amazon Autos beyond Hyundai to include Kia, Mazda, Subaru, Chevrolet and Jeep.
The online new-car platform is now live in more than 130 U.S. cities as Amazon pu…↗
InvestmentGuru — AI’s New Power Struggle
The latest Ramp AI Index data just dropped — and the numbers are wild 👇
US Business AI Adoption (Paid Subscriptions)
→ 50% of US businesses now pay for AI…↗
Apr 12
Mike Investing — As a friendly reminder…
$GOOGL owns 14% of Anthropic.
$AMZN owns 18% of Anthropic.
This year Claude has single handedly taken down the entire Software sector, & won’t slow down a…↗
Apr 12
Black Panther Capital — Wall Street talks about the hyperscalers: $AMZN, $GOOG, $META, $MSFT. That is where the headlines are.
But the money flows through the supply chain. Capex is tracking above $1 tri…↗
Apr 12
InvestmentGuru — PHOTONICS / OPTICAL STACK — THE FULL VALUE CHAIN
“The layer below the chips” — AI’s real bottleneck
Layer 1 — Materials
Foundation of everything (InP, fiber, wafers)
$AXTI $GLW $…↗
Jason Luongo — @nithinbanti I think Microsoft is relatively safe bet for a leap ITM. $PLTR is a little risky for me. I would just prefer shares. Never know when the market will decide it’s to exp…↗
Apr 11
Shay Boloor — The AI Inference boom is now driving demand across the full compute stack from silicon & memory to optics, power, packaging & cloud:
• AI Silicon: $NVDA, $AMD, $AVGO, $INTC
• Foun…↗
Apr 11
Black Panther Capital — @ScottieAllen99 @RKLBMan Agree here. Lots of stocks were heavy diluted in the beginning. Just look at $AMZN↗
Black Panther Capital — ⚠️ before you sell your $ONDS stocks, read this:
$onds just filed to bump authorized shares from 800 million to 1.2 billion.
most investors see dilution and panic. they miss the…↗
Jason Luongo — Friday question.
What's your single highest conviction stock right now?
Mine is $AMZN↗
Apr 10
AlmaCap — Copium is not a strategy
Trainium is.
$amzn↗
Apr 10
AlmaCap — "There are 1.4 million Trainium chips deployed across all three generations, and Anthropic’s Claude runs on over 1 million of the Trainium2 chips deployed, the company said."
$AMZ…↗
Apr 10
Serenity — @Ren_aramb Swiggly line drawers that charge $500 a month are possibly the greatest annoyance to me... Especially when they comment underneath my thesis posts like $AEHR earnings.…↗
Apr 10
Jason Luongo — Less than a month ago I shared this $AMZN LEAP setup.
$200 call. January 2028. $5,200 per contract.
If you took it, you're sitting on a 45% gain right now.
Shares over the same…↗
Apr 10
Evergreen Capital — After reading Jassy’s letter, analyzing their capacity plans, and observing the rate at which GenAI capabilities, tokens, and revenues are all exploding, those 27/28 AWS numbers ar…↗
Shay Boloor — Daniel and I will be live on the Futurum Equities YouTube channel at 1PM EST covering:
• Why the market now sees $META & $AMZN as the best Mag 7 names to own
• Claude Mythos & its…↗
Mike Investing — Citron is absolutely right on this take in regard to Amazon...
$AMZN will hit $300+ within the next 3/4 months without a doubt.
Many overlook the fact that $AMZN owns 18% of Anth…↗
Apr 10
Jason Luongo — 5 stocks I wish I owned more of:
1. $ONDS - Drone defense at a single-digit entry. Budget tailwinds haven't even started.
2. $AMZN - AWS alone justifies the price. Everything els…↗
Apr 9
Shay Boloor — $AMZN AWS CEO said Anthropic’s latest models are being trained on Trainium (including Mythos) which Anthropic describes as its most capable model yet.
That is notable because Anth…↗
Apr 9
Mike Investing — The S&P 500 is just -2% off all time highs.
Meanwhile many individual tech & growth stocks are still down 50-70%.
You need to focus on these 5 name ONLY as this next market cycle…↗
Apr 9
Serenity — Just in case you’re wondering why $AMZN rallied today:
New news that Anthropic Mythos and their latest models were likely trained on Amazon Trainium.
This is big for Amazon’s eco…↗
Apr 9
Alphatica — CLOSING TAPE | 3:55 PM ET
This morning we opened our institutional tape for the first time. Here's how the full day printed.
$13.6 billion in net block buy flow. 14,540 prints.…↗
Apr 9
Alex A.C. — From the new $AMZN shareholder letter, but applies to any hyperscaler/neocloud
$NBIS $CRWV https://t.co/wipZ5WARfr↗
Apr 9
InvestmentGuru — $AMZN
Amazon will invest $25,000,000,000.00 to build data centers in Mississippi.↗
Black Panther Capital — I’ve finally pulled the trigger on a new position that I think is going to be a cornerstone of my holdings for the next decade.
I’m officially long $OUST (Ouster, Inc.).
If you’v…↗
Apr 9
The Future Investors — $AMZN Andy Jassy just made one thing clear in his annual letter 👇
Amazon is going all-in on AI 🚀
🔸 AWS AI already at $15B+ revenue run-rate
🔸 Custom chips (Trainium / Gravito…↗
Apr 9
Shay Boloor — The wildest part is that Jassy says $AMZN chip business would be worth ~$50B if sold externally instead of used in-house.
For context, $AVGO did $41B in chip revenue over the last…↗
Apr 9
mon — Amazon $AMZN plans to invest $25 billion in Mississippi data centers.
Total investment: $25bn across Mississippi.
> Madison County: Additional $11bn expansion
> Warren County: $3…↗
Apr 9
Shay Boloor — $AMZN is up ~5% after CEO Andy Jassy said two large AWS customers wanted all of Amazon’s 2026 Graviton capacity.
He also said Amazon’s chips business would be running at about $5…↗
Apr 9
Shay Boloor — $AMZN plans to invest $25B to expand data center infrastructure across Mississippi.
The buildout is expected to create 2,000 high-skilled jobs statewide and adds to Amazon’s growi…↗
Apr 9
Jason Luongo — $AMZN just dropped their annual shareholder letter and buried some massive numbers in it.
$638B in total revenue. AWS at $108B. But here's what most people will miss:
Their AI re…↗
Apr 9
Shay Boloor — $AMZN Pharmacy will offer a $LLY newly approved GLP-1 pill Foundayo with same-day delivery across nearly 3,000 U.S. cities and towns.
Pricing starts at just $1 a day with insuranc…↗
Apr 9
Shay Boloor — $AMZN CEO Andy Jassy released Amazon’s annual shareholder letter:
• AWS AI revenue is running above $15B annually
• Amazon expects around $200B of 2026 capex mostly tied to AI inf…↗
Apr 9
Serenity — Here's a bunch of random 30 US-available random stocks I like today and why:
1. $INTC - America's hope for foundry, national security
2. $MRVL - scales rev from future maia asic…↗
Apr 9
Jukan @COMPUTEX — BofA: Anthropic's Claude Revenue Growth Trajectory Could Surprise AWS to the Upside
Anthropic's ARR increased by approximately $21 billion during Q1 (from $9 billion to $30 billio…↗
Apr 9
Tech Fund — $AMZN AWS yoy growth continues to accelerate - Deutsche expert call https://t.co/lolh0rIKuk↗
Apr 8
Jason Luongo — 5 stocks set to benefit from the AI buildout:
1. $AMZN at $220 - The AI Infrastructure Backbone
AWS is powering both OpenAI ($138B cloud commitment) and Anthropic ($8B investment…↗
Apr 8
Evergreen Capital — The frontier labs may well become the biggest long-term competitive threat to the hyperscale clouds, despite driving most of their AI revenue growth today. @anthropic began by sell…↗
Apr 8
CK Capital — $AEHR has been one of the most talked about names in the photonics space and after yesterday’s earnings it is not hard to see why.
Here is what $AEHR actually does and why it matt…↗
Apr 8
Nancy Pelosi Stock Tracker ♟ — New: Pelosi really might be her
Yesterday, Anthropic partnered with 10 companies they trust to help roll out the most powerful AI model ever built
She owns 7 of them
Amazon $AMZ…↗
Apr 8
Jerry Capital — "When the cloud became viable, people thought on-premise IT was dead overnight and every legacy company would collapse. Instead, Microsoft and Amazon just made a killing selling th…↗
Apr 8
InvestmentGuru — Know Your Charts, Know Your Edge.
Most traders lose because they chase everything. The edge? Master a few names cold.
$MSFT , $GOOG , $META , $MU , $AMZN and $SPY
These aren’t r…↗
Apr 7
Jason Luongo — 4. LEAP Call on $AMZN
$AMZN at $213.77. For long-term leveraged exposure, Claude pulled the January 2027 chain (283 DTE):
$180 call
Delta: 0.77
IV: 40.6%
Theta: -$5.29/day (minim…↗
Apr 7
CK Capital — I think that in no time $NBIS is going to be the $AMZN AWS of AI infrastructure and here is exactly why.
When $AMZN built AWS nobody thought a retailer was going to become the bac…↗
Apr 7
Shay Boloor — Anthropic has launched Project Glasswing which is a new cybersecurity initiative powered by Claude Mythos Preview to help secure critical software.
It is partnering with companies…↗
Apr 7
Jason Luongo — I'm only going to say this once.
These 12 stocks have the potential to create millionaires by 2028:
$NVDA at $175 → Avg PT $266 (+52%)
$AMZN at $212 → Avg PT $281 (+33%)
$IREN at…↗
Apr 7
Nancy Pelosi Stock Tracker ♟ — This is suspect
John Fetterman (D) just bought Micron $MU in late March
Micron received $6.165B from the CHIPS Act, which is the largest award in the program
Fetterman sits on t…↗
Apr 7
Shay Boloor — $UBER is expanding its $AMZN AWS partnership to power more of its ride, delivery & AI infrastructure.
It is deploying Graviton4 for real-time operations and piloting Trainium3…↗
Apr 7
The Future Investors — $UBER $AMZN Uber is expanding its AI and infrastructure on AWS ☁️
It now uses Graviton4 chips and is testing Trainium3 to train smarter AI models 🤖
Result: faster matches, bette…↗
Apr 6
amit — @IkeEkeh Absolutely feels like a bargain compared to SpaceX
If Anthropic ends the year at $50B…which seems possible…becomes even more attractive
At some point $AMZN $GOOGL should…↗
Apr 6
CK Capital — The AI trade is not just about chips.
Every single GPU $NVDA sells needs to talk to thousands of other GPUs at speeds copper cables physically cannot handle. Without solving that…↗
Apr 6
Brian Feroldi — If 1% of your portfolio was $AMZN in 2002, you're rich.
If 1% of your portfolio was Blockbuster in 2002, it's irrelevant.
This is why I'm happy to own dozens of stocks↗
Shay Boloor — $AMZN says it reached a new deal with the U.S. Postal Service covering more than 1 billion package deliveries a year.
That represents roughly 80% of Amazon’s existing USPS volume.…↗
Apr 6
Serenity — The current bottleneck: Transformers/Switchgear. Trade Idea: Long Hammond (~2.2B CAD / ~$1.5B USD) at 184 CAD.
They dominate the market for:
-Transformers (dry, multi year bot…↗
Apr 6
The Future Investors — Intel is pushing into advanced chip packaging, holding talks with Google and Amazon to win AI-related business.
The move puts Intel in closer competition with TSMC as it tries to…↗
Apr 6
Shay Boloor — $INTC is reportedly in talks with $GOOGL and $AMZN for advanced packaging services.
Intel’s CFO recently said the company is close to packaging deals worth billions of dollars a…↗
Apr 5
Shay Boloor — Bill Ackman says when demand is strong enough to force more capacity buildout then CapEx should be seen as a signal of strength.
In the AI economy, more compute means more intelli…↗
Apr 5
Shay Boloor — Bill Ackman said one of the biggest edges in investing is being willing to underwrite a business 3-5 years out which is why he owns $AMZN, $META & $GOOGL.
Volatility is the pr…↗
Apr 4
Jason Luongo — Everyone screaming "bubble" but these are the 2027 forward P/E multiples for some of the largest companies in the world:
$MU - 4x
$ADBE - 9x
$CRM - 12x
$META - 13x
$NVDA - 15x
$TS…↗
Apr 4
Jason Luongo — @KrisPatel99 $AMZN is my play for this↗
Shay Boloor — $AMZN LEO has already gone from 27 to 29 satellites per Atlas V launch through hardware optimizations.
That means the network can scale faster without needing more launches. https…↗
Apr 4
Shay Boloor — $AMZN AWS has become one of the largest recurring revenue engines in the world.
AI is now giving that engine a new leg of growth. https://t.co/QSSCMzdEb0↗
Apr 3
TheValueist — $MRVL $NVDA $AMZN Public evidence supports the conclusion that Marvell is very likely part of the Trainium4 supply chain, but not in the simple sense of being definitively confirme…↗
Apr 3
TheValueist — This is a very smart analysis and I could definitely see $AMZN influence being a rational for $MRVL parting with $NVDA .↗
Apr 3
Jason Luongo — @KrisPatel99 @NotA_Bull I agree with @KrisPatel99 $AMZN is my number 1 mag 7 pick↗
Apr 3
Shay Boloor — A $2T SpaceX would instantly become the world’s sixth-largest public company:
1. $NVDA ~$4.3T
2. $AAPL ~$3.8T
3. $GOOGL ~$3.6T
4. $MSFT ~$2.8T
5. $AMZN ~$2.3T
6. SpaceX ($2T)*…↗
Apr 3
InvestmentGuru — AI Bottleneck = Opportunity?
Chip shortages are starting to slow down AI adoption — not demand.
$ORCL confirmed what many suspected: Demand for AI infrastructure (GPU + CPU) is…↗
CK Capital — $AMZN just is going to pay $9 billion for $GSAT.
A company doing $272 million in annual revenue.
Basic LEO network. No direct-to-device smartphone technology. $AMZN is buying it…↗
Apr 2
Serenity — @tomszczypka Consumer lightsabers have a bigger TAM than AI DCs.
Not sure what these photonic companies are doing, getting distracted by $MSFT, $AMZN hyperscaler orders tbh.↗
Apr 2
The Future Investors — $AMZN $GSAT Amazon is reportedly in talks to acquire Globalstar in a $9B deal to strengthen its satellite network and compete with SpaceX’s Starlink 🚀
The move would accelerate A…↗
Apr 1
Shay Boloor — $AMZN is reportedly in talks to buy $GSAT as it looks to strengthen its satellite ambitions against Starlink.
The deal would give Amazon a bigger foothold in space-based connectiv…↗
Apr 1
JC Investing — How much you’d have now if you invested $10,000 10 years ago.
$VOO - $41,000 (15% Annualised)
$GOOG - $70,000 (20% Annualised)
$QQQ - $82,000 (23% Annualised)
$AMZN - $85,000 (2…↗
Apr 1
Alphatica — Earnings Season is right around the corner and if you don't understand CAPEX, you don't understand why $NVDA, $AVGO, $ORCL, $AMZN, $GOOGL and $MU are moving.
$600B in hyperscaler…↗
Apr 1
Serenity — $AEHR looks extremely promising at ~$1.1B MC.
Aehr is starting to remind me of an early $TER, mixed with pre-earnings $AAOI.
If we look at the timeline and speculated customer…↗
Serenity — OpenAI is the tech equivalent of Iran.
They would have caused so much contagion - like Iran sending drones to all their neighbors - with funding they didn’t have….
From $MSFT co…↗
Apr 1
Serenity — @Jornka329996 How is $AAOI direct to $ORCL, $MSFT, $AMZN, and maybe $META needing new clients?
Those are probably the best they can get lol↗
InvestmentGuru — 10 BEST GROWTH STOCKS TO BUY RIGHT NOW
$NVDA
→ Price: ~$165 | 52-week high: $212
→ Revenue grew 62% YoY last quarter, net income +65% 
→ Next stage: edge device penetration + sof…↗
Mar 31
Serenity — @RonDeSantis Hi Ron, so there's two different parts to it:
1. Hyperscalers ( $ORCL, $META, $AMZN): They're spending more than they have with profit ( $GOOGL is the rare exception,…↗
Mar 30
Mike Investing — Those patient will be greatly rewarded with generational dip buying opportunities on these stocks:
$AMD at $170
$NVDA at $150
$META at $480
$TSLA at $320
$AMZN at $180
$MU at $250…↗
Mar 30
Tradable Astronaut — Looks like the same fund is hitting $AMZN as well
Have seen this in $META & $MSFT as well
Interesting timings with big money, debit spreads on purpose to not lose as much val…↗
Mar 30
amit — @SlimFutures Will absolutely be adding $AMZN soon but $AMD down from $265 feels dumb…↗
Mar 30
Jason Luongo — These stocks may be worth buying on future dips:
AI Compute: $NVDA $AMD $AVGO
AI Memory: $MU
AI Infrastructure: $IREN $NBIS $VRT
Networking: $MRVL $ANET $ALAB
Photonics: $AAOI $LI…↗
Mar 30
Shay Boloor — 2026 has been brutal for the Mag 7:
• $AAPL -8%
• $NVDA -10%
• $GOOGL -12%
• $AMZN -14%
• $TSLA -20%
• $META -20%
• $MSFT -26% https://t.co/KlSsD8KIYI↗
Mar 30
JC Investing — @antibearthesis $AMZN would be my bet↗
Mar 30
Serenity — @Ungrate11057544 Let's just say even if $SPY, $MSFT, $AMZN crashes another 20% I expect $AAOI to outperform the market.↗
Mar 30
Serenity — And... this is why I don't like Jane Street owning the same stocks I do like $AAOI.
They trade volatility, especially with retail favorite names and trigger stop losses/panic.
I…↗
Serenity — It’s funny a shower thought…
Probably put $SIVE on the radar for $QCOM, $MRVL, $AVGO, AlChip, Mediatek, $AMZN, $META, $MSFT venture arms now?
Since everyone publicly knows now Br…↗
Mar 30
Serenity — The reason I personally see less downside risk with $SIVE:
A competitor to $MRVL like $AVGO can just buy Sivers outright and their near-medium term photonics roadmap…
At ~$290m……↗
Mar 29
Serenity — Can't $SIVE just pull a $LITE and TAM expansion down the ELS stack?
I'm getting early stage $LITE flashbacks (Oclaro, NeoPhotonics, Cloud Light)...
Here's my thesis/idea:
on h…↗
Mar 29
Mike Investing — This is what’s going on in the markets:
- Oil prices are above $110 a barrel trading at 2022 levels due to the closure of the Hormuz.
- $DXY/U.S. Dollar is in an accumulation phas…↗
Mar 28
Shay Boloor — $AMZN is now trading at its lowest valuation in more than a decade.
We ArE sO iN a BuBbLe. https://t.co/iPp2I3548u↗
Mar 28
Shay Boloor — ThE mArKeT iS iN sUcH a BuBbLe
Yet here are the 2027 multiples for some of the largest companies in the world:
• $AMZN ~21x
• $MSFT ~19x
• $GOOGL ~19x
• $AMD ~19x
• $ORCL ~18x
•…↗
Mar 28
Serenity — Faster compounds:
$AAOI - 10x revenue ramp from optical transcivers h2 2027
$NBIS - 10x revenue ramp Q4 2026
$ARM - 5x revenue growth from their new AI CPU
$MRVL - 2-3x revenue gr…↗
Mar 28
Serenity — @gude57856 I would personally not just invest in one sector for diversification sake.
I talk about photonics like $AAOI recently because I see it as highest short-term upside.…↗
Mar 28
Trade Whisperer — Magnificent 7: % away from average analyst target price:
$TSLA -18% $AAPL -19% $GOOGL -38% $AMZN -40% $NVDA -60% $MSFT -64% $META -64%
Some are sitting 60%+ below average analyst…↗
Mar 28
Serenity — My portfolio has drawdowns from Macro as well.
YTD is now 527%.
After the index crashed -7%.
- $AAOI “crashed” from $30 -> $100 -> $96…
- $LITE “crashed” from $330-> $800 -> $7…↗
Mar 27
Shay Boloor — Daniel and I will be live on the Futurum Equities YouTube channel at 1 PM EST covering:
• Claude Mythos impact on cybersecurity: $CRWD, $PANW, $ZS, $OKTA, $RBRK, $FTNT
• Is the me…↗
Mar 27
The Future Investors — The Mag 7 through one lens 🕵️♂️
PEG vs 10Y avg PEG
(<1 = cheaper vs history)
🟢 $NVDA | Nvidia → 𝟬.𝟮𝟴
🟢 $META | Meta → 𝟬.𝟱𝟵
🟢 $AMZN | Amazon → 𝟬.𝟲𝟮
🟢 $MSFT | Micros…↗
Mar 27
Dillon Valdez — Megacap Bear Market — How Far From 52-Week Highs?
The "magnificent 7" aren't so magnificent right now.
📉 MSFT -34.1% ($555 → $366)
📉 META -31.2% ($796 → $548)
📉 TSLA -…↗
Mar 27
Shay Boloor — $AAL is in talks with $AMZN Project Kuiper and SpaceX’s Starlink to upgrade its in-flight Wi-Fi and entertainment.
The move will improve the onboard experience while giving Americ…↗
Mar 26
Mike Investing — Every Magnificent 7 stock has officially seen double digit downside…
Here is how far these names are from their 52 Week highs:
$MSFT -34%
$AMZN -20%
$META -30%
$TSLA -25%
$NVDA…↗
Mar 26
Ben Pouladian — Gadi Hutt leaves Annapurna Labs
Amazon burned years and billions trying to make Trainium happen investing in OpenAI, Anthropic, anyone who’d use it
Now they’re loading up on Bla…↗
Mar 26
Shay Boloor — The Mag 7 from peak to now:
• $AAPL: -13%
• $NVDA: -16%
• $GOOGL: -17%
• $AMZN: -18%
• $TSLA: -23%
• $META: -25%
• $MSFT: -33%
The best opportunities rarely feel comfortable when…↗
Mar 26
Shay Boloor — $AMZN is testing a program that would let shoppers get Prime shipping benefits on other websites without logging into Amazon.
The pilot is tied to Amazon’s multi-channel fulfillme…↗
Mar 26
Jason Luongo — These 10 stocks have the potential to create millionaires by 2028:
$NVDA - AI Compute
$AMZN - Cloud/E-Commerce
$IREN - AI Infrastructure
$HOOD - Fintech
$ZETA - AI Marketing
$ONDS…↗
Mar 26
Serenity — The US tech selloff from $MSFT, $GOOGL and $META looks really overdone now?
Mag7 roughly down:
Microsoft down -21.9% YTD
Google down -7.69% YTD
$AMZN down -7.36 YTD
Meta down -8…↗
Mar 25
Alex A.C. — @InvestingVisual Soon $AMZN too
https://t.co/2u5k4TFRbl↗
Mar 25
Alex A.C. — $AMZN AWS: "We are going to see more expansion [of Photonics networking] to Applied Optoelectronics $AAOI because they also have a site in Texas because with this tariff war, these…↗
Mar 25
The Future Investors — Meta is turning Facebook and Instagram into shopping platforms 👤🤖
AI adds one-tap checkout and keeps users inside the app.
Powered by affiliate partnerships with Amazon, Mercad…↗
Mar 25
Jason Luongo — I'm only going to say this once. All of these stocks are undervalued right now:
$NVDA at $177 - AI compute leader. Jensen just said $1T in cumulative AI infrastructure revenue thr…↗
Mar 25
The Future Investors — $AMZN Amazon acquired humanoid robot startup Fauna Robotics to expand into home and delivery automation 🤖
This follows recent robotics moves like Rivr, as Amazon competes with pl…↗
Mar 25
Serenity — @Proud_plants I run a fintech company now.
But I did have some random experiences here and there in semis?
My first job was $INTC but I quit after a rlly short time. Spend a year…↗
Mar 24
Jason Luongo — You could buy 100 shares of $AMZN right now for $20,700.
Or you could buy the $200 call LEAP expiring January 2028 for $5,200. Same 100 shares of exposure. 75% less capital. Nearl…↗
Mar 24
Shay Boloor — $AMZN has acquired Fauna Robotics marking its entry into the consumer humanoid market after the deal closed last week.
Fauna is developing a compact 42-inch humanoid called Sprout…↗
Mar 24
Black Panther Capital — $AAOI is up 19% and the thesis is simple:
You are buying a critical bottleneck in the AI hardware stack that has a MASSIVE valuation gap compared to its peers.
The macro and mom…↗
Mar 24
amit — So people are buying this fund $VCX at these levels to buy Anthropic at a $4.94T valuation…the reported secondaries are going for $600B.
I get that people want exposure to these…↗
Mar 24
Jason Luongo — My Q2 2026 watchlist:
$AMZN - AWS powering OpenAI + Anthropic. $200B capex this year. AI infrastructure backbone.
$IREN - $9.7B Microsoft contract ramping. 150K GPUs deploying. C…↗
Mar 24
Shay Boloor — $AMZN Zoox plans to launch its robotaxi service in Austin & Miami later this year.
The company says it has already served 350K riders, has about 500K people on its waitlist a…↗
Mar 24
The Future Investors — $FDX $WMT $AMZN FedEx is partnering with OneRail to launch same-day delivery. Includes guaranteed end-of-day options 🚚📦
Amazon and Walmart are pushing even faster (1–3 hour deli…↗
Mar 24
Shay Boloor — @VanquishTrader Good luck competing with $AMZN on logistical speed 😅↗
Mar 24
Serenity — If you didn't know by now $SIVE is important to US national security via CHIPS act.
But especially, as the light source for hyperscaler AI supply chains.
They got two CHIPS acts…↗
Mar 24
Mike Investing — The easiest way to create life changing returns via the stock market is to buy the generational dip…
$AMD at $170
$TSLA at $320
$NVDA at $155
$PLTR at $100
$AMZN at $180
$MSFT at…↗
Mar 24
Dillon Valdez — SpaceTech is at the bottom of an S curve $AMZN $YSS $LUNR $RKKB $PL↗
Mar 23
Shay Boloor — $AMZN ramps LEO deployment with larger payloads and a deep launch pipeline positioning for a step-up in satellite deployment in year two.
200+ satellites ready with 20+ missions p…↗
The Future Investors — AI’s next bottleneck: data movement 🚀
Photonics is the solution 💡
Photonics has multiple layers. These stocks stand to benefit 👇
🔴 𝗟𝗮𝘆𝗲𝗿 𝟭: 𝗦𝘂𝗯𝘀𝘁𝗿𝗮𝘁𝗲𝘀 & 𝗠�…↗
Mar 22
Mike Investing — This kind of pullback within the markets is exactly how generational wealth is made.
Instead of panicking, you should be taking advantage of the dip, & loading these 8 names:
1.…↗
Mar 22
Serenity — @Cheva28789724 Yes in my original post, I published financials. The restructuring February, made $SIVE much more highly compelling.
So, I see $SIVE being more low risk, high rewa…↗
Mar 22
Serenity — < $SIVE | $SIVEF > at a ~$250M valuation looks like one of the most severe structural mispricing in the optical semi market.
$LITE and $COHR, have $45B+ valuations today:
Largely…↗
Mar 22
Serenity — I was mapping second-order effects of the $2B company that does AI for Cows.
I just realized something brutal:
Shepard Dogs Are Going to Be Unemployed.
AI displacement is com…↗
Mar 22
Serenity — JPM is projecting 0 rate cuts in 2026 (Mar 19th).
Derivatives show~37% 0 rate cuts.
Here's the traditional winners and losers:
1. Banks / Stablecoins: $CRCL, $JPM, $BAC, $WFC…↗
unusual_whales — Amazon, $AMZN, is working on a new mobile phone, per Reuters↗
Mar 20
Serenity — My thoughts today on $SIVE, at a ~$250M MC:
Sivers is the future likely CW + laser array light source powering hyperscalers from $AMZN, $META, and $MSFT.
At ~$250m...
From co…↗
Mar 20
Shay Boloor — $NVDA confirmed a deal to supply $AMZN AWS with 1 million GPUs through 2027.
The deal also includes Spectrum networking and ConnectX infrastructure showing how spending is expand…↗
Mar 20
Jerry Capital — IMO $AMZN and $META should be trying to release a new phone every tech cycle.↗
Mar 20
Jerry Capital — $AMZN plans smartphone comeback more than a decade after Fire Phone flop
https://t.co/b1MDUbP24x↗
Shay Boloor — $AMZN is reportedly building a new mobile phone which would be its first since the 2014 Fire Phone.
The device internally dubbed “Transformer” is designed as a personalized AI hub…↗
Mar 20
The Future Investors — $AMZN Amazon acquired robotics startup Rivr to test four-legged delivery robots for doorstep deliveries, aiming to improve efficiency and safety in its logistics network 🤖 📦 http…↗
Mar 19
Shay Boloor — $AMZN has reportedly acquired autonomous robotics startup Rivr.
Another sign Amazon is pushing deeper into automating the physical layer of commerce and logistics. https://t.co/y8…↗
Mar 19
Jason Luongo — @OGA_Studio Get this AI slop out of here. $AMZN ran hard 😂↗
Mar 19
Serenity — $SIVE <> $SIVEF is now up 165% this week.
Valuation? ~$300M MC.
However; either I’m dumb or Sivers is one of the best opportunities in photonics today.
You get the laser supplie…↗
Mar 19
Jason Luongo — I'm 34 years old and a self-made millionaire. My March advice:
$NVDA (NVIDIA) - Strong Buy
$AMZN (Amazon) - Strong Buy
$IREN (IREN Limited) - Buy
$HOOD (Robinhood) - Strong Buy
$Z…↗
Mar 19
InvestmentGuru — Volatility Is Noise. Positioning Is Power.
High-Conviction Growth Watchlist
$NVDA — AI Chips / Infrastructure
$PLTR — AI Software / Analytics
$ZETA — AI Marketing Tech
$PATH — A…↗
Mar 19
Serenity — @Allstarsv16 They're literally the light source for $MRVL Celestial through $POET, Ayar -> Ai Chip/GUC, O-Net, and now Jabil.
So end users are probably all $MSFT, $GOOGL, $META, $…↗
Mar 19
Serenity — Sivers < $SIVE / $SIVEF > powering Jabil ($27B MC) < $JBL > 1.6T LRO transcivers.
As the laser light source.
Is by far the biggest news from $NVDA GTC for Sivers ($280M MC) today…↗
Mar 19
Serenity — @mrsgayathridas $IBKR.
The new announcement $SIVE is the light source for $JBL is probably biggest news to date. And I expect the stock to get re-rated immensely from the news.…↗
Mar 19
Serenity — @hankisinvesting $SIVE / $SIVEF and $IQE.
Sivers makes laser arrays and cw dfb lasers for cpo/silicon photonics. And is embedded into hyperscaler supply chains like $AMZN and $MSF…↗
Mar 18
Shay Boloor — My top 2026 rerating pick is working out exactly as expected.
I’ve been pounding the table on $DOCN since the $20s when the market mispriced it as as AWS-lite business at ~10x EBI…↗
Mar 18
Shay Boloor — $MSFT is weighing legal action against $AMZN and OpenAI over a $50B cloud deal.
The dispute centers on whether AWS offering OpenAI's Frontier product violates Microsoft's exclusi…↗
Mar 18
Serenity — I feel like markets should value:
$AAOI $93 -> $162 (~$13B MC) after their new capacity projections today.
and
$SIVE should be valued at 7.7 -> 38.5 ($1.1B MC) at least?
If o…↗
Mar 18
Serenity — @traderofstox I try to model in forward fundamentals (revenue, profit) before markets price the company in with stuff like $AAOI.
Or with $SIVE, looking at supply chain end users…↗
Mar 18
Serenity — $AAOI looks very undervalued at $6.49B.
If we model ASP and their newest capacity projections today:
Revenue from Capacity:
Q2 2026: ~$312.1M
Q4 2026: ~$1.41B
Q2-2027: ~$1.53B…↗
Mar 18
Serenity — $SIVE is the upstream laser supplier for CPO and Silicon Photonics.
They're the likely $COHR / $LITE type future light source for:
- $AMZN Trainium Clusters
- $MSFT Maia Clusters…↗
Mar 18
Puru Saxena — AWS revenue projection doubled (17%CAGR) due to AI
AI stocks are currently very oversold. $AMZN https://t.co/ldXbR8hi8J↗
Mar 17
Jerry Capital — $AMZN CEO Andy Jassy said during an internal all-hands meeting he expects artificial intelligence could help cloud computing unit Amazon Web Services achieve $600 billion in annua…↗
Mar 17
The Future Investors — $AMZN Amazon CEO Andy Jassy sees AI driving AWS to $600B revenue by 2036, up from $128.7B today 🚀
That’s 16–17% CAGR over the next decade. Not hypergrowth, but at this scale, inc…↗
Mar 17
Black Panther Capital — 2026 - 2035 explained simple:
$NVDA gives birth to a crazy GPU baby
Anthropic & Claude become its personality
$IREN builds it a home and playground
$NBIS sets up the nursery
$CRWD…↗
Mar 17
Shay Boloor — $AMZN CEO Andy Jassy says he expects AWS sales to reach $600B by 2036.
That would make AWS larger than nearly all of Amazon’s business today. https://t.co/xRz93K9f8C↗
Mar 17
Shay Boloor — $AMZN CEO Andy Jassy reportedly said internally that AI could double AWS sales to $600B by 2036. https://t.co/8tvS7q1Cpu↗
Mar 17
Jason Luongo — 2. $AMZN - Amazon
AWS is becoming the infrastructure layer every major AI company runs on. $50B invested in OpenAI. $8B in Anthropic. $200B in capex this year. OpenAI committed $1…↗
Mar 17
JC Investing — @WatcherGuru $AMZN is criminally undervalued most don’t even know about their underwritten deal with OpenAI and chat GPT…↗
Jason Luongo — $AMZN is quietly becoming the backbone of the entire AI industry.
Look at what AWS has done in the last few months:
OpenAI
- $50B investment in OpenAI
- $138B total cloud commitm…↗
Mar 17
Shay Boloor — OpenAI signs an agreement with $AMZN AWS to support cloud infrastructure for government contracts.
The partnership is aimed at strengthening OpenAI’s position in securing public s…↗
Mar 17
InvestmentGuru — $AMZN
OpenAI Clinches AWS Deal in Bid to Win Government Contracts - the Information↗