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
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…↗
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 · 175 mentions
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
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…
March 2026 · 70 mentions
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…↗
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…↗
Mike Investing — Currently $SPY (S&P 500) is just down -2.5% off ATH’s meanwhile:
$NVDA (Nvidia) is down 17%
$MSFT (Microsoft) is down 33%
$META (Meta) is down 19%
$TSLA (Tesla) is down 21%
$AAPL…↗
Feb 28
Mike Investing — There has never been a better time to invest into $AMZN other than now…
Currently $AMZN sits at its LOWEST valuation ever meanwhile:
~ Profit margins 4X’d over the last 4 years.…↗
Feb 27
The Future Investors — $AMZN OpenAI and Amazon formed a multi-year partnership.
Amazon invests $50B, AWS becomes the exclusive third-party cloud for OpenAI Frontier, and both will launch a Stateful Runt…↗
The Future Investors — What a week it was 😮
Next week looks just as intense 🔥
A full week of earnings:
$PLTR $AMD $LLY $NVO $UBER $ARM $QCOM $GOOGL $AMZN $IREN and many more 📊
Which one are you watc…↗
Jan 29
Mike Investing — Hear me out…
Currently these 7 setups present generational wealth making opportunities:
Buying $IREN now is like $NVDA at $70.
Buying $ONDS now is like $MSFT at $120.
Buying $AST…↗
Jan 28
Mike Investing — $MSFT, $META, $GOOGL, & $AMZN are all going to have a common issue stated during their earnings calls…
That will be the ongoing power constraints as AI rapidly expands.
These…↗
The Future Investors — $AMZN Amazon will invest up to $50B from 2026 to build secure AI and supercomputing infrastructure for U.S. government agencies 🤖🇺🇸
https://t.co/Mn9x0nTNXp↗
Dec 30
Mike Investing — $AMZN remains a generational buy at the current decade low valuation as we head into 2026…
With an EPS of 36%+ YoY, Revenue up 13% YoY, and profit margins up 38% YoY, $AMZN is an…↗
Dec 29
Mike Investing — These 7 stocks below will outperform the markets by a large margin in 2026…
1. $TSLA
2. $RKLB
3. $AMZN
4. $ONDS
5. $NBIS
6. $IREN
7. $ZETA
Make sure to take advantage of these cu…↗
Puru Saxena — AlphaTarget Pulse - new pod
AI Competition, Neoclouds vs. Hyperscalers
Topics-
-Stock market outlook
- AI cycle + competition
- Neoclouds vs. Hyperscalers
- $NVDA $GOOGLE $MSF…↗
Nov 15
Mike Investing — While the market has yet to bottom, this pullback has presented many great opportunities…
Below are the top 5 Best current Buys:
1. $META
2. $GRAB
3. $PLTR
4. $AMZN
5. $SOFI
Th…↗
Nov 12
Lawrence McDonald — Trend Break Alert $SLV vs. $GLD
2025 Silver Names Destoying AI Plays
$SILJ +139%
$SIL +121%
Nvidia $NVDA +43%
Oracle $ORCL +41%
Mag 7 $MAGS +22%
Amazon $AMZN +12%
Facebook $META…↗
Ray Wang — Late on this. Too much coverage on this already. The first paragraph is impressive, as well as the second.
$AMZN CEO Andrew Jessy: "Anthoropic is using it now to build and deploy…↗
Oct 31
The Future Investors — Meta, Microsoft, Alphabet, and Amazon spent nearly $100B in capex last quarter — a record — as they double down on AI infrastructure. $META $MSFT $GOOGL $AMZN https://t.co/zvjADYk…↗
Oct 30
Mike Investing — Just a few weeks ago I called that $AMZN was about to see an incoming euphoric squeeze.
Today $AMZN destroyed earnings and is up 14%+ after hours.
With YoY Revenue up 13%, EPS up…↗
Ray Wang — CLST: Increasing data traffic due to AI server deployments is driving 800G switch upgrades for AI datacentres. $AMZN $Accton (2345 TW).
We expect AWS 800G switch demand to accele…↗
Sep 24
Lawrence McDonald — 2025
Rare Earths $REMX +66%
Platinum $PLTM +62%
Nuclear $NUKZ +59%
All Metals $XME +59%
Copper $COPX +46%
Vs.
Tesla $TSLA +9%
Apple $AAPL +1%
Amazon $AMZN +0%↗
Sep 23
Daave “3 and 30” Tepper — hysterics around this are misplaced. smells bad no doubt, this is a massive scale challenge exceeding any single company’s capital avail. Even hyperscaler $msft $goog $amzn will ru…↗
Carolyn Boroden — Here is a time/price decision we're looking at now in $AMZN... watching for a buy trigger against this zone...I'm wrong if we break 227.96 area...... https://t.co/cW6REWboka↗
Aug 11
Nancy Pelosi Stock Tracker ♟ — Then there's stocks she's been holding for a while including
Crowdstrike $CRWD: ~+40%
Microsoft $MSFT: ~+12%
Apple $AAPL: ~+40%
Amazon $AMZN: ~+44% https://t.co/W8ECUuqaBp↗
Aug 1
Alex Morris (TSOH Investment Research) — $AMZN CEO Andy Jassy: "85% - 90% of worldwide IT spend is still on-prem versus in the cloud. In the next 10 - 15 years, that equation is going to flip."↗
Lawrence McDonald — Signposts
1. Jeff Bezos is at it again, aggressively dumping Amazon $AMZN shares in June and July (this week), $2.6B worth combined, according to SEC filings.
2. AMAZON PRIME DA…↗
Jul 2
Nancy Pelosi Stock Tracker ♟ — Holy political size 🚨
Rep. Cleo Fields (D) just disclosed $11.07M of trades
Buys: $11,055,000
Sells: $15K
Largest buys include
$NVDA: $6.65M
$AMZN: $1.6M
$AAPL: $1M
$PLTR: $100…↗
June 2025 · 4 mentions
Jun 27
Carolyn Boroden — $AMZN daily has met target 1 off the last setup....trail up stops and maybe we'll get target 2! https://t.co/OLglhlOvZ6↗
Jun 24
Carolyn Boroden — $AMZN chart updated after yesterday's you tube video https://t.co/J2biBsheMX↗
Jun 10
Puru Saxena — Buying high quality compounders > buying cheap
$ADBE, $AMZN, $CRM, $MSFT, $NFLX, $TSLA are some examples of companies which traded at high multiples when they were young, yet h…↗
Jun 7
Mike Investing — The historic breakout for $AMD is coming very soon…
$AMD is close to breaking out above the 200 WMA and when it does it’ll rally to $250+
With a P/E of 20x and major companies li…
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
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
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↗
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…↗
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 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
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
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 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
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.-…↗
May 11
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
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
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…↗
May 8
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…↗
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…↗
May 6
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
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
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
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
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↗
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
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
Jason Luongo — @WealthCoachMak Selling puts on $AMZN feels like a no brainer.↗
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…↗
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…↗
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↗
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…↗
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
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
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
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 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
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
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
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
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…↗
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
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…↗
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
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
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
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
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
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
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
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
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
JC Investing — POV: you full port $SOFI for earnings on Wednesday instead of $AMZN $META or $GOOG https://t.co/BKSVJkrj46↗
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…↗
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…↗
Apr 28
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
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…↗
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
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
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…↗
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…↗
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
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
TheValueist — $AMZN the sleeper CPU provider.
$INTC $AMD $ARM $NVDA↗
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 23
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
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…↗
Apr 22
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 21
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…↗
Apr 21
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 🤖…↗
Apr 20
InvestmentGuru — $AMZN
Amazon $AMZN to invest up to $25,000,000,000 in Claude AI developer Anthropic.↗
Apr 20
unusual_whales — BREAKING: Amazon, $AMZN, has said it is investing $25 billion in Anthropic↗
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
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
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 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.↗
BMSInvests — Not a bad list so far.
$ONDS $NBIS $KRKNF $ASTS $UAMY $XTIA $AMZN especially.↗
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
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
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
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 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…↗
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
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…↗
Jerry Capital — Putting the SpaceX comp into the $AMZN (+2.9%) SOTP https://t.co/LS1QecOs2X↗
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
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
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
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
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 12
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 $…↗
Apr 11
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
Black Panther Capital — @ScottieAllen99 @RKLBMan Agree here. Lots of stocks were heavy diluted in the beginning. Just look at $AMZN↗
Apr 11
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…↗
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
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
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
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
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
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
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
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
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
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
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↗
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 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↗
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 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
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
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↗
— 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…
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…↗
Mar 30
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
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
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
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 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
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
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
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
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
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…↗
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…↗
Mar 20
JC Investing — The CAGR of some major companies since IPO 👇🏻
• Palantir $PLTR (2020): ~65%
• Tesla $TSLA (2010): ~42%
• Amazon $AMZN (1997): ~28%
• Nvidia $NVDA (1999): ~25%
• Meta $META (…↗
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↗
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
Jason Luongo — @OGA_Studio Get this AI slop out of here. $AMZN ran hard 😂↗
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 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
JC Investing — @WatcherGuru $AMZN is criminally undervalued most don’t even know about their underwritten deal with OpenAI and chat GPT…↗
KaizenInvestor — Big companies are announcing huge layoffs.
$AMZN to cut 30,000 jobs, $META potentially 15,000 jobs.
$ORCL, $XYZ, $CRM, $ASML,… all announced cuts as well.
It’s not that those…↗
JC Investing — @chillguyinvests I think $AMZN is a solid choice↗
Mar 12
JC Investing — You have $1,000,000 to invest today.
A) $HOOD
B) $TSLA
C) $SOFI
D) $AMZN
Which are you choosing?
(The catch - You have to hold for 10 years)↗
Mar 11
The Future Investors — $AMZN $UBER Zoox and Uber announced a partnership to deploy Zoox’s purpose-built robotaxis on the Uber platform, starting in Las Vegas this summer and Los Angelas by 2027 🚖🤝 http…↗
Mar 11
The Future Investors — 🟣 𝗟𝗮𝘆𝗲𝗿 𝟰: 𝗠𝗼𝗱𝗲𝗹𝘀
AI models turn computation into intelligence. They understand language, images, video, biology, and more.
Key companies:
$GOOGL | Alphabet
$META |…↗
Mar 11
JC Investing — @NotA_Bull $AMZN is a solid choice for a long time mine was $TSLA I’ve got a very healthy bag of that now, so rotating my focus on $AMZN $NVDA $GOOG↗
Mar 10
JC Investing — @NotA_Bull Very tough call, I love both but I think I’ve got to go $AMZN↗
JC Investing — @NotA_Bull $AMZN for me I own 0 $MSFT↗
Mar 10
Jerry Capital — @RahulCapitalLLC I think $GOOG $META and $AMZN are better longs right now. I only have 1% in $MSFT.↗
Mar 10
Mike Investing — $VIX is now trading at nearly 12 month highs due to the U.S. & Iran conflict…
Based off current $VIX structure it’s clear many of the MAG7 names like $MSFT, $AMZN, & $NVDA…↗
Mar 9
The Future Investors — $AMZN Amazon’s Zoox is expanding robotaxi testing to Phoenix and Dallas.
It will first deploy Toyota Highlander test vehicles with safety drivers to map the cities, before introdu…↗
Mar 9
Raging Capital Ventures — $PACK is the stock everyone loves to hate (often for good reason), but $AMZN and $WMT deals are exciting and in early innings. Been buying stock below $3.50 this morning.↗
Mar 8
JC Investing — @Ashton_1nvests Super hard to tell with this names but over the next 7? I think $AMZN believe it or not↗
Mar 8
Mike Investing — These 5 stocks are no brainers at their current heavily undervalued positions…
1. $MSFT ~ Dominant enterprise software platform, & one of the biggest AI beneficiaries through Open…↗
Mar 7
Mike Investing — THE ROBOTICS STACK EXPLAINED:
1. $NVDA & $QCOM provide the vision processors, & compute silicon to allow robots to process data, & make real time decisions.
2. $GOOGL, $MSFT & $…↗
Mar 7
JC Investing — How much you’d have now if you invested $1,000 10 years ago.
$VOO - $4,100 (15% Annualised)
$GOOG - $7,000 (20% Annualised)
$QQQ - $8,200 (23% Annualised)
$AMZN - $8,500 (23% An…↗
Mar 6
JC Investing — @GrindeOptions $TSLA of course, $NVDA $GOOG $AMZN↗
Mar 5
JC Investing — @ThePlaymakerBiz $AMZN is a no brainer in this market imo↗
Mar 5
Jerry Capital — "Traditional cloud demand is actually accelerating because of AI agents" - @RihardJarc $AMZN https://t.co/CjqjJ2tbG9↗
Mar 5
JC Investing — I’m opening a starter position in $AMZN today
This will be my 6th addition to my portfolio
Slightly more than I would like
The breakdown of my portfolio is as follows:
$TSL…↗
Mar 4
KaizenInvestor — I have written a full article on the AI chip supply chain.
The supply chain is structured into 4 different phases with 13 layers:
1. Raw Materials: $SHECY, $SUOPY, GlobalWafers,…↗
— @TwoMindMoney Thanks man, what’d you think about $AMZN?
JC Investing — $AMZN is massively undervalued at the moment and I don’t think the market has realised this.
Amazon has a massive flywheel between their agentic AI infrastructure
And how well t…↗
Feb 25
KaizenInvestor — Despite beating Q4 expectations with $847M in revenue, $TTD plunged 15%.
The market is spooked by slowing growth with revenue grew 14% year-over-year, dropping from 22% last year…↗
Feb 25
KaizenInvestor — @StockSavvyShay This is a major win for public grids. By forcing Big Tech to self-procure, regular consumers won't absorb the massive energy costs of the AI boom.
Expect $AMZN, $…↗
Feb 25
KaizenInvestor — @StockSavvyShay This is a major win for public grids. By forcing Big Tech to self-procure, regular consumers won't absorb the massive energy costs of the AI boom.
Expect $AMZN, $…↗
Feb 25
Tech Fund — Expert call with Software/Cloud consultant (via Mizuho)
Key findings: $SNOW losing share vs Databricks and Fabric, Cybersecurity performing strongly - $PANW $CRWD $ZS, Cloud AI w…↗
Feb 24
Mike Investing — Notable names seeing significant % drawdowns from all time highs
S&P 500 $SPY: -2%
Microsoft $MSFT: -30%
Amazon $AMZN: -20%
ServiceNow $NOW: -58%
Synopsys $SNPS: -36%
Palanatir $P…↗
Feb 23
KawzInvests 🦑 — China is not trying to out-train the West. They are building intelligence sponges.
24,000 fake Anthropic accounts. $5M in subs extracting $120M+ in inference value. Across $MSFT-b…↗
Feb 23
Brian Feroldi — Buying and selling after a quick 20% jump won't make you rich.
Finding, buying, and owning the next $AMZN, $HD, or $MNST will.↗
JC Investing — I’m seriously starting about making a sizeable position in $AMZN
Here’s why 👇🏻
Simply put no company on Earth stands to gain more from the AI driven efficiency surge than Amaz…↗
Feb 22
The Future Investors — The AI value chain from chips to applications 🤖🔥
AI isn’t just ChatGPT. It’s an entire stack 👇
⚙️ 𝗛𝗮𝗿𝗱𝘄𝗮𝗿𝗲
The physical backbone. Without compute, no AI.
$NVDA $AMD $…↗
Feb 21
Mike Investing — $AMZN has now deployed over 1+ million robots within their workforce…
In 2020 the robot to human ratio was 1 in 3, & now in 2026 it is 1 in 1.5
This doesn’t even account that…↗
Feb 21
Tech Fund — $AMZN - how we get to a 25% IRR in the coming years:
https://t.co/FZdnvQJnIy↗
Feb 21
Mike Investing — Hear me out…
$AMZN is the most underrated chip company within the markets.
Its chip business is now at $10B+ in ARR, & is growing 100%+ YoY.
Meanwhile competitors like $AMD have…↗
Feb 20
JC Investing — @ricktheslick67 I don’t own any but I think $AMZN is a steal right now↗
Feb 20
Carolyn Boroden — $AMZN timing gave us a nice bounce, but we have to watch for a possible failure since it's counter trend...216-17 area and 219-220 looks interesting above the market. https://t.co/…↗
Feb 20
JC Investing — Amazon has officially become the world's largest company by annual sales!
Dethroning Walmart
Walmart held the #1 spot on the Fortune Global 500 (and as the biggest global compan…↗
Feb 20
JC Investing — Walmart dropping today
Possibly on news that it has be dethroned by $AMZN as the worlds biggest company by sales https://t.co/vYE7abEqWC↗
Feb 20
The Future Investors — $AMZN $WMT Amazon just surpassed Walmart in revenue for the first time ever 📈 https://t.co/y2y8Om46rg↗
Feb 20
Mike Investing — $AMZN is a generational buy here as it sits at its lowest valuation ever seen…
The current human to robot ratio within $AMZN is 1.5-1 now versus 3-1 in 2020.
With this shift in w…↗
Feb 20
Jerry Capital — @evrgn11112231 @chat_SBC $MSFT $GOOG $AMZN equal? or is that your rank↗
Feb 19
KawzInvests 🦑 — $AEP Jan 2027 LEAP calls trading at sub-20% IV while the stock sits at $127.
This is mispriced optionality on the hyperscaler power demand thesis.
AEP's contracted data center lo…↗
Feb 18
JC Investing — Heavy Capex but no AI bubble?
I thought this was an interesting infographic🔋
The chart's core argument against an AI bubble:
Unlike the dot-com, today's spending is heavy but…↗
Feb 18
KawzInvests 🦑 — Samsung will be more profitable than $GOOG by 2027.
Samsung projected $227B operating income.
That's more than $GOOG. SK Hynix projected $161B. That's more than $APPL or $AMZN
S…↗
Mike Investing — Hear me out…
$AMZN is providing a once in a lifetime buying opportunity before it goes on a euphoric run.
Currently down over -20% from its ATH’s, $AMZN is trading at its lowest…↗
Feb 16
JC Investing — @LongGameEquity I think it’s got to be $AMZN or $BTC↗
Feb 16
JC Investing — @WealthWager Is $AMZN one of your positions?↗
Feb 16
JC Investing — @GuyTalksFinance From recent peak $MSFT has fallen out of mag 7 - down 27% at bottom recently
$TSLA Down ~20.4% from its December 2025 peak
$NVDA Down ~19% from its October 202…↗
Feb 15
JC Investing — $AMZN has the capability to be one of the best performing businesses over the next 5 years
The stock is cheap https://t.co/5Cp99gkXgL↗
Feb 15
Mike Investing — All 7 members of the MAG7 are seeing major drawdown thus far in 2026:
$MSFT -17%
$AMZN -14%
$TSLA -7%
$AAPL -6%
$META -3%
$GOOGL -2.3%
$NVDA -2%
The bottom for $MAGS will happen…↗
Feb 14
Mike Investing — These are the best 8 buying opportunities available that’ll create millionaires in 2026:
1. Rocket Labs ~ $RKLB
2. Ondas Holdings ~ $ONDS
3. AST SpaceMobile ~ $ASTS
4. ServiceNow…↗
Feb 14
Mike Investing — These are the ownership percentages in Anthropic by corporations:
~ $AMZN (Amazon): 16%
~ $GOOGL (Google): 14%
~ $NVDA (Nvidia): 3%
~ $ZM (Zoom): 1%
Big tech knows what the Anthr…↗
Feb 14
Mike Investing — $AMZN is a generational buy as it trades at it’s LOWEST valuation ever seen…
Over the last 9 days, $AMZN has seen consistent downside making this its longest streak since 2006.
M…↗
Mike Investing — These names are beginning to look like no brainers at their current valuations:
1. $MSFT at $395
2. $AMZN at $194
3. $TSLA at $400
4. $IREN at $37
5. $RKLB at $60
6. $ONDS at $7
7…↗
Feb 12
Mike Investing — In the upcoming weeks heading into season weakness the S&P 500 will see drawdown…
Here are some dip buying levels you don’t want to miss:
$HOOD at $60
$PLTR at $100
$MSFT at $370…↗
Feb 11
Mike Investing — Investing in these 6 stocks will make you generational wealth in 2026:
$IREN is a $80 stock trading at $42.
$ASTS is a $250 stock trading at $100.
$RKLB is a $140 stock trading…↗
Feb 10
Mike Investing — When you invest $1,000 into the S&P 500, here’s what you truly buying fully broken down…
~ $72 into $NVDA (Nvidia)
~ $64 into $AAPL (Apple)
~ $63 into $GOOGL (Google)
~ $49 into $…↗
Feb 10
Mike Investing — $AMZN is providing a once in a lifetime entry opportunity…
Currently down -20% from its ATH’s trading at a 28x P/E, $AMZN is at its lowest valuation ever.
Insiders, & even C…↗
Feb 10
Raging Capital Ventures — @IntTradeNetwork I’m pretty sure you just saw peak capex guide with $AMZN / $GOOG.↗
Feb 10
Raging Capital Ventures — @dshephard @CharlesGoodnig1 Good thoughts, but I think it is likely that $GOOG and $AMZN capex guides might be “as good as it gets” for the AI spending parabola. Obv timing isn’t…↗
Feb 9
Lawrence McDonald — Hard Assets vs. Financial Assets
July 2024 vs. February 2026
Gold: $2400 vs. $5050
Amazon $AMZN: $200 vs $200
Microsoft $MSFT: $410 vs. $410
Oracle $ORCL: $140 vs. $140
Salesfor…↗
Daave “3 and 30” Tepper — $amzn **retail** bear case is: i stop scrolling through ads and bullshit promoted listings and chinese products on https://t.co/VU5j1AHExs and instead ask chat to show me three it…↗
Feb 8
Mike Investing — $AMZN is rolling out a new $11B Data Center…
This place will use 2.2 Gigawatts of power which is comparable to powering millions of homes.
It’s clear $AMZN is the core backbone f…↗
Mike Investing — These are the 7 top conviction setups for 2026 with immense implied upside:
1. $ASTS ~ AST SpaceMobile
2. $RKLB ~ Rocket Labs
3. $NOW ~ ServiceNow
4. $ONDS ~ Ondas Holdings
5. $I…↗
Feb 7
Mike Investing — Hear me out…
$ONDS is a $24 stock trading at $9.
$ASTS is a $250 stock trading at $100.
$IBIT is a $95 stock trading at $36.
$IREN is a $90 stock trading at $40.
$NOW is a $22…↗
Feb 7
Mike Investing — There is no better time to invest into $AMZN than now…
With AWS revenues up 24% YoY, $11.2B in 12 month free cash flow, & $200B in 2026 Capex, $AMZN remains a strong buy.
Insider…↗
Feb 7
The Future Investors — Cloud infrastructure revenue came in at $119B in Q4 2025 (+30% YoY) 🚀
The market share by provider:
🟠 AWS | 28% (-1%)
🔵 Azure | 21% (+1%)
🟢 GCP | 14% (+1%)
⚫ Others | 37% (-1%…↗
Feb 7
Puru Saxena — Hyperscaler capex ramping up, positive for the AI trade.
AI infrastructure stocks are very oversold and due for a big rally. Infrastructure software vendors which will benefit fro…↗
Feb 6
Puru Saxena — After $AMZN capex guidance, the market has finally got the memo today that AI is still early innings.
Four AI infrastructure stocks in our portfolio +15-20% today! This big sello…↗
Feb 6
The Future Investors — $MELI $AMZN Current market logic: "Let’s dump the Amazon of South America… just because Amazon is down" 🙃🤡 https://t.co/5s2pKonnLu↗
Feb 6
Lawrence McDonald — Unchanged since
Google $GOOGL November 2025
Facebook $META January 2025
Amazon $AMZN July 2024
Oracle $ORCL June 2024
Microsoft $MSFT January 2024↗
Feb 6
Market Sentiment — With $AMZN reporting, we now have $630B+ in Capex spend this year alone.
To put that number in perspective, it’s more than what we have spent on the Apollo Program ($250B), the Ma…↗
Mike Investing — Fear driven market corrections often create the greatest opportunities…
These 8 stocks remain obvious buys:
1. $AMZN at $195
2. $AMD at $165
3. $IBIT at $34
4. $ONDS at $7
5. $TS…↗
Feb 5
Jerry Capital — The robot is smarter than everyone $AMZN https://t.co/mSws8SmxWo↗
Feb 5
Puru Saxena — Amazon $AMZN -
Capex of $200B in '26 (+54%YoY vs. +40%YoY whisper)
Andy Jassy anticipates strong long-term ROIC but pundits are convinced AI is a bubble.
More capex by $AMZN an…↗
Puru Saxena — Jeff Bezos doesn't see data centres in space for at least 10 years. Until then, the hyperscalers + neoclouds will have to do the heavy lifting.
$AMZN $CRWV $GOOG $MSFT $NBIS $ORCL…↗
Feb 5
The Future Investors — 𝗔𝗺𝗮𝘇𝗼𝗻 𝗤𝟰 𝟮𝟬𝟮𝟱 𝗘𝗮𝗿𝗻𝗶𝗻𝗴𝘀 $AMZN
EPS: $1.95 vs $1.95 est. ✅
Revenue: $213.4B vs $211.2B est. ✅
AWS Cloud: $35.6B vs $34.9B ✅
Capex: $200B vs $146B est. 🚀
𝗢𝘂𝘁�…↗
JC Investing — This AI selloff is overblown and lacks legs to stand on.
$AMZN earnings today should mirror $META reaction, not $MSFT or $GOOG post earnings movement.
We’re very close to a NAS…↗
Feb 5
Mike Investing — We are actively seeing the largest transfer of corporate treasury to silicon ever seen in human history…
Some of the most notable 2026 CAPEX includes:
~ $GOOGL $185B (+98% YoY)
~…↗
Feb 4
Mike Investing — Accumulate these 10 stocks upon pullbacks in 2026:
$TSLA
$IREN
$ASTS
$RKLB
$ONDS
$AMZN
$EOSE
$NBIS
$LUNR
$CIFR
All dips on these rapidly growing companies should be taken full ad…↗
Feb 3
Mike Investing — $AMZN is positioned for its largest squeeze ever as it heads into earnings.
With an EPS of 36% YoY, profit margins up 38% YoY & quadrupling revenue over the last 4 years, $AMZ…↗
Feb 2
KawzInvests 🦑 — Two ways to play the AI infrastructure buildout that nobody is talking about.
$PLAB makes the photomasks. Every chip ever made needs one. They are #1 globally with 30% market shar…↗
Feb 2
KawzInvests 🦑 — GPUs do the thinking. Optical transceivers move the data between them. Without both, AI does not work. Everyone owns $NVDA. Almost nobody owns the company wiring it all together $A…↗
Feb 2
Puru Saxena — This is very positive for both companies.
$AMZN #OpenAI↗
Feb 1
Brian Feroldi — If you bought $AAPL 5 years after the iPhone launch, you made a ton of money.
If you bought $AMZN 5 years after the AWS launch, you made a ton of money.
If you bought $NFLX 5 yea…↗
Feb 1
Mike Investing — These 10 picks are the current best risk to reward opportunities available:
~ $ONDS at $10
~ $EOSE at $14
~ $IREN at $53
~ $AMZN at $239
~ $NFLX at $83
~ $NBIS at $85
~ $ZETA at $…↗
— Hear me out…
$IREN will soon announce a deal with $AMZN with its AWS platform.
This deal will involve AWS adding 5gw+ of power in 2026.
This is the last & final warning for…
Mike Investing — $AMZN is the most obvious opportunity available within the markets in 2026…
$AMZN fully deigns its own in house ASIC’s with its Trainium chips delivering 40%+ better price perform…↗
Jan 27
Mike Investing — $AMZN remains one of the lowest risk setups presenting a generational opportunity…
With an EPS of 36%+ YoY, Revenues up 13% YoY, & profit margins up 38% YoY, $AMZN is a buy.…↗
Jan 26
Nancy Pelosi Stock Tracker ♟ — BREAKING: Nancy Pelosi just filed ~$69M worth of new stock trades
Including selling $50M of Apple $AAPL
Major sells include:
- Sold $50M shares of Apple $AAPL
- Sold $5M shares o…↗
Jan 10
The Future Investors — Global AI computing capacity is doubling every 7 months 🤖 🚀
🟢 $NVDA still dominating AI compute
🟠 $GOOGL TPUs scaling fast
🔵 $AMZN custom chips + cloud scale
🟣 $AMD rapidly…↗
Jan 9
The Future Investors — $NVO $AMZN Amazon Pharmacy will sell Novo Nordisk’s FDA-approved Wegovy weight-loss pill, costing $25/month with insurance or starting at $149/month cash, with kiosk availability c…↗
Jan 6
Mike Investing — This is your reminder that $AMZN is going to be a leader in the MAG7 this year…
With quadrupling operating incomes within 4 years it’s clear $AMZN is growing rapidly.
Sitting at…↗
Jan 4
Mike Investing — These 6 layers are responsible for the immense AI boom that we have seen…
1. AI Compute & Chips
~ $NVDA, $AMD, $ASML, $ARM, $AVGO
These companies design and manufacture the proces…↗
Mike Investing — 2024 was the year for $NVDA with +171% gains.
2025 was the year for $GOOGL with +66% gains.
And now $AMZN is going to be the clear winner in 2026 out of the MAG7…
$AMZN is clear…↗
Jan 1
Mike Investing — Below are the top 10 picks for 2026 that will most likely outperform the markets…
1. $ONDS
2. $ZETA
3. $NBIS
4. $IREN
5. $ASTS
6. $RKLB
7. $NVO
8. $TSLA
9. $AMZN
10. $PATH
Do not…↗
— $cpng $meli and $se look fully priced...
especially next to $amzn...
incremental revenue growth is at a high cost, and with increasing competition... increasing from each other…
Mike Investing — $AMZN is positioned for its largest upside squeeze ever very soon…
With an EPS of 36% YoY, profit margins up 38% YoY & revenues up 13% YoY, $AMZN is a clear buy.
Additionally…↗
Dec 23
Mike Investing — $AMZN continues to remain one of the clearest buys amongst the markets currently…
Sitting at decade low valuations while maintaining a 36%+ YoY EPS, & profit margins up 38% Yo…↗
Dec 21
Mike Investing — $AMZN is a generational buy currently sitting at decade low valuations…
With an EPS of 36%+ YoY, Revenue up 13% YoY, and profit margins up 38% YoY, $AMZN is a clear buy.
If you m…↗
Dec 20
The Future Investors — Brookfield expects AI compute to grow to 82 GW by 2034, with AI training and inference taking a rapidly growing share of global data center capacity 🤖📈
$NVDA $AMD $MSFT $GOOGL $…↗
Dec 20
The Future Investors — Morgan Stanley expects the global robotics market to grow from $91B today to $25T by 2050 — a 250× expansion 🤖🚀
Robotics is a full stack — these stocks stand to benefit 👇
🥇𝗧…↗
Dec 17
Michael Sikand 🦑 — OpenAI is in talks to raise at least $10B from Amazon and use its AI chips.
Here's what you need to know about Amazon's Trainium AI Chips.
And why 10 years of quiet execution on…↗
Dec 16
Michael Sikand 🦑 — Batten down the hatches and focus on your core plays for 2026.
For me:
$TMC - Verge Of Ocean Mining Approval - Sell On News
$SATS - SpaceX Proxy Trading Below NAV - Will Exit At…↗
Dec 16
The Future Investors — Morgan Stanley expects AV miles driven to grow at a 103% CAGR, reaching 16B miles by 2032 🚗🤖
Who will lead?
1️⃣ Tesla — software-first, unmatched data
2️⃣ Waymo — robotaxi pione…↗
Dec 15
The Future Investors — You have $100,000 to invest 💰
Two tech giants are on the table — but you can only choose one for the next 5 years. $AMZN $META
Which do you pick, and why? 🤔👇 https://t.co/n30R…↗
Dec 14
Mike Investing — These 5 stocks are going to outperform the markets in 2026 and create generational wealth for many…
1. $TSLA will be $600+
2. $ASTS will be $140+
3. $UNH will be $500+
4. $AMZN wi…↗
Dec 14
Mike Investing — $AMZN is extraordinarily undervalued while sitting at a decade low valuation…
With $AMZN and its cash flow compounding rapidly the price valuation will follow soon.
If you missed…↗
Dec 11
Lawrence McDonald — Hard Assets, Financial Repression, Regime Change
$RIO > $AMZN Amazon since 2021
*File under things you will NOT hear on CNBC. Bloomberg terminal data. https://t.co/AmJ10k3gnA↗
Dec 10
The Future Investors — $AMZN Amazon will invest $35B in India by 2030 to expand its business, drive AI innovation, support 15M small businesses, reach 4M students with AI education, boost exports to $80B…↗
Mike Investing — Each and every one of these following 7 picks below are extremely undervalued…
1. $TSLA at $440
2. $ASTS at $60
3. $UNH at $330
4. $ORCL at $200
5. $LULU at $180
6. $META at $640…↗
Dec 3
Mike Investing — $AMZN is currently sitting at decade low valuations, and is set up for a breakout…
Just today $AMZN announced they built an AI chip to compete with $NVDA.
If you missed the move…↗
Dec 2
The Future Investors — $AMZN $NVDA AWS launched its new Trainium3 AI chip, offering 4× more speed, memory, and 40% better energy efficiency. It also teased Trainium4, which will support Nvidia’s NVLink F…↗
Dec 1
The Future Investors — $AMZN $GOOGL AWS and Google Cloud launched a new multicloud service that simplifies and speeds up data/app movement between both platforms. It follows a major AWS outage. Google Cl…↗
— Update on Nov 6 (TPE time). Share of GUC up almost 10% to hit daily limit-up, and has surged almost 30% past month.
Another IP house Alchip, design partner of $AMZN's Trainuim, i…
The Future Investors — Cloud infrastructure revenue came in at $107B in Q3 2025 (+28% YoY) 🚀
The market share by provider:
🟠 AWS | 29%
🔵 Azure | 20%
🟢 GCP | 13%
⚫ Others | 38%
$AMZN $MSFT $GOOGL htt…↗
Nov 5
Ray Wang — KYEC is reportedly to be the only OSAT to secure advanced testing orders from $NVDA, $GOOGL, and $AMZN.
KYEC's AI-related business is expected to surpass 40% of total revenue onc…↗
Nov 4
Lawrence McDonald — Then we are talking about colossal pain and disruption. A decade ago, Macy's $M ALONE employed 160,000 people; now, it employs 94,000, thanks to Amazon $AMZN. The M stock is 60% of…↗
Nov 4
Tech Fund — William Blair buy thesis on $AMZN:
"The bear narrative on Amazon has been focused on the absence of AWS from major AI deal announcements that other hyperscalers have been benefiti…↗
Nov 3
The Future Investors — $CIFR $AMZN Cipher Mining signed a $5.5B, 15-year AI data center lease with Amazon Web Services, delivering 300 MW of capacity in 2026. They also plan a new 1-GW "Colchis" site in…↗
Nov 3
Ray Wang — New $AMZN deal on data center buildout in Seoul was seen as driver, but the plan should be quite well known given the previous reporting. Collab with OpenAI as well.↗
— Cloud Infrastructure ARR & Growth (Y/Y)
🟠 AWS | $132B (+20% 📈)
🔵 Azure | ~$88B (+40% 📈)
🟢 Google Cloud | $61B (+34% 📈)
Azure is catching up fast — can it surpass AWS in…
Dylan Patel — So many people hated on us for the AWS acceleration thesis a couple months ago
And we were right of course
Only we can do these calls due to our deep knowledge and inights with cor…↗
Oct 29
Ray Wang — Shanu has so much good posts recently. Go follow him @ShanuMathew93 $AMZN https://t.co/l9a44bRRrd↗
Oct 28
Ray Wang — 2) GF believes $TER is set to gain AI testing share, with $NVDA Rubin testers certified by 4Q25 (low-teens % share, shipments in 2Q26, Rubin Ultra mid-20s%).
It also claims that…↗
Oct 27
Tech Fund — $MSFT Azure continues to take share vs $AMZN AWS, and the outlook in enterprise cloud spending continues to improve, from UBS:
"The consensus view from our checks was that Microso…↗
Oct 25
The Future Investors — Get ready for the mother of all weeks 🔥
Next week all Big Tech are reporting: $META, $GOOGL, $MSFT, $AMZN and $AAPL 💥
Plus: $BKNG, $V, $ADYEN, $FSLR, $NOW, $TMDX, $MELI, $LLY a…↗
Oct 24
Mike Investing — With $AMZN sitting at decade low valuations it is simply free money at these levels.
With quadrupling its revenue within the past 4 years the growth on $AMZN is immense.
If you m…↗
Oct 23
Mike Investing — $AMZN remains one of the easiest buys currently with the best risk to reward…
Sitting at decade low valuations while quadrupling its income within 4 years shows $AMZN is an obviou…↗
Oct 22
Ray Wang — $AMZN internal strategy document indicates that the company plans to increasingly replace parts of its workforce with robotics and automation, potentially reducing hiring by more t…↗
Oct 22
Ray Wang — Rumor: "Supply chain sources report that as $FN expands its market share, the Taiwanese suppliers’ share of accelerator module shipments for $AMZN next-generation ASIC server, Trai…↗
Oct 21
Ray Wang — "In a recent closed-door meeting, the company reiterated the $AMZN Trainium 3 schedule, confirming no delay: Trn3-1 is set for tape-out in Q1 2025 and mass production in Q1 2026; T…↗
Oct 21
Mike Investing — @StockMKTNewz @chartrdaily Just goes to show how much control $AMZN with their AWS, has over the internet↗
Oct 20
Mike Investing — I called the bottom on $TSLA at $210 and it ran to $479+
Then I called $AMD at $76 and it ran to $242+
And finally I called $ASTS at $35 and it ran to $102+
The next massive opp…↗
Oct 20
Mike Investing — $AMZN is the easiest buy right now as it sits at decade low valuations currently.
With quadrupling operating incomes within 4 years it’s clear $AMZN is growing rapidly.
This setu…↗
Oct 19
Mike Investing — These 7 stocks are currently the best opportunity available in the markets as we head into 2026…
1. $TSLA at $430
2. $JD at $30
3. $BMNR at $50
4. $AMZN at $210
5. $UNH at $354
6.…↗
Oct 19
The Future Investors — Here are the 25 Quality Stocks with the highest estimated Free Cash Flow CAGR over the next 3 years 🚀📈
1. $ARM | Arm - 212.0%
2. $CRDO | Credo Tech. - 164.3%
3. $MU | Micron - 1…↗
Oct 16
Mike Investing — $AMZN is trading at a decade low valuation currently and is one of the best investments available…
If you missed $TSLA at $210 then $AMZN is your second chance as its setup is sim…↗
Oct 15
Lawrence McDonald — 2025
Uranium + Metals $URA +117%
Nuclear (Power) $NUKZ +78%
Copper $COPX +66%
Uranium $URNM +64%
Vs.
Nasdaq 100 $QQQ +18%
Mag7 $MAGS +17%
Tesla $TSLA +8%
Apple $AAPL -1%
Amazo…↗
Oct 13
Lawrence McDonald — Got Hard Assets?
SILVER SURGES TO ALL-TIME HIGH ABOVE $52.50 AN OUNCE - Bloomberg.
2025
Silver $SLV +73%
Nvidia $NVDA +36%
Semis $SOXX +27%
Bitcoin $IBIT +24%
Mag7 $MAGS +15%
Te…↗
Oct 8
Ray Wang — Accton's Q325 revenue....+20% QoQ and +159% YoY...
$AMZN https://t.co/F7FzS9BPqY↗
Oct 4
Lawrence McDonald — 2025
Copper Miners $COPX +63%
Apple $AAPL +3%
Amazon $AMZN +0%
The US power grid is 30 years old in some areas, 50 in others. To support AI data centers, EVs, and robotics (100M…↗
Oct 1
Nancy Pelosi Stock Tracker ♟ — Just in: Rep. Cleo Fields went on a buying spree
He disclosed up to $1.7M worth of stocks he bought throughout September.
Including $AMZN, $AAPL, $QCOM, $GOOG, & more
Most notab…↗
— @tradewithisaac Top trades include
$950K in Taiwan Semi's $TSM
$1.65M in Nvidia $NVDA
$350K in Amazon $AMZN
$50K of Figma $FIG
$200K of Broadcom $AVGO