$GOOG — FinTwit mentions on Surfaced

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$GOOG

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About this stock

$GOOG appears in 522 mentions from 47 distinct FinTwit voices over the past 12 months, with the first mention recorded on August 5, 2025. The most active voice discussing the ticker is @investmentguru_ (InvestmentGuru) with 106 mentions, followed by @tig88411109 (Tigris 会讲课教授是好老师) with 86 mentions and @blackpanthercap (Black Panther Capital) with 79 mentions. The dominant discussion category is long research, indicating most FinTwit commentary focuses on fundamental analysis rather than short-term trading.

AI-generated from tracked posts · updated Jul 13, 2026

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latest 100 of 525

@itsmichaelluuJul 11, 2026 · 2:11 PM

$DRAM — the first-ever memory ETF. Everyone spent this whole AI run fighting over which stock to own $NVDA, $MU, $SNDK, $AVGO, $AMD, $AAPL, $META, $MSFT, $GOOG, $TSLA. Here's what none of them run without: memory. HBM is sold out. $DRAM contract prices ripped ~90% in a single quarter. Memory is THE bottleneck of the entire AI buildout and the hardest part to scale. You don't have to pick the winner of the AI race. You just have to own what every winner is desperate to buy. $DRAM packages the whole memory bottleneck $MU, $SNDK, SK Hynix, Samsung into one ticker.

@investmentguru_Jul 11, 2026 · 12:42 PM

The Magnificent Seven: $22 Trillion, $700 Billion, and a Reversal Nobody Priced In $AAPL , $MSFT , $NVDA , $GOOG , $AMZN , $META , $TSLA — seven names now worth more than the GDP of every country on Earth except the US and China. ➡️ Combined market cap: $22T+, ~34% of the S&P 500 (up from just 12.4% in 2018) ➡️ 2026 AI capex: $700B+ collectively, nearly doubling 2025’s ~$400B ➡️ Amazon leads spend at ~$200B, Alphabet $175-185B, Meta $125B, Microsoft ~$144B ➡️ Nvidia’s Q1 FY27 data center revenue: $75.2B, up 92% YoY — basically a direct readout of hyperscaler AI spend The twist: For the first time in years, the Mag 7 have underperformed. Cap-weighted S&P 500 up 7.58% YTD vs equal-weight S&P 500 up 9.93%. Translation: the same concentration that supercharged returns from 2023-2025 is now dragging. Why it matters for every index investor: A standard S&P 500 fund isn’t a diversified bet on 500 companies anymore — 34 cents of every dollar rides on these seven. In 2022, the S&P fell 20.4% while the Mag 7 fell ~41.3%. That’s the concentration risk in action. The counterargument: unlike the Nifty Fifty of the 1970s (a similar concentration episode that ended badly), this group generates real profit — Russell Investments pegs their share of S&P 500 economic profit at ~70%. The question isn’t whether they’re powerful. It’s whether $700B in AI spend converts into earnings that justify today’s prices. Microsoft’s Copilot conversion (15M paying users out of 450M eligible) is the number to watch. That gap between AI investment and AI revenue is exactly what markets are starting to price in. Not financial advice.

@midascabalJul 8, 2026 · 11:06 PM

Named customers: $GOOG, $META, OpenAI, Anthropic, ByteDance, Fujitsu, and 2 unnamed. That's the entire foundation of the AI industry. You can't build large-scale AI without Broadcom's custom silicon.

@blackpanthercapJul 7, 2026 · 9:00 PM

I’m gonna do a Kevin, and go ape sh*t ALL IN on $GOOG earnings now. $1200. ALL IN!!! Lets fk go! -BP Not financial advice.

@investmentguru_Jul 7, 2026 · 10:36 AM

Best Trading Setups on My Watchlist $META $AAPL $AMZN $TSLA $RDDT $MSFT $NOW $NVDA $PLTR $GOOG These are some of the strongest large-cap setups in the current market. Most continue to show relative strength, institutional buying, and favorable technical structures. In a rotational market, quality names with strong momentum tend to outperform.

@itsmichaelluuJul 7, 2026 · 10:15 AM

President Trump invested millions in this company, but has never mentioned it: $AVGO — Broadcom. His financial disclosure shows Broadcom held across multiple accounts, with one position sitting in the $5,000,001–$25,000,000 bracket. That's larger than his disclosed $PLTR or $ORCL stakes the two AI names he actually talks about in public. He's never said the word "Broadcom" once. Here's why that's wild Broadcom is arguably the #2 AI chip company on the planet behind $NVDA, and almost nobody in his base knows it: It doesn't sell off-the-shelf GPUs. It co-designs custom AI chips (XPUs) for the biggest hyperscalers on earth. Named custom-silicon customers: $GOOG, $META, OpenAI, Anthropic, ByteDance, and Fujitsu plus 2 unnamed. Q2 FY26 AI revenue: $10.8B, up 143% YoY. Total revenue $22.2B, up 48%. Management's target: ~$56B AI revenue in FY26 → $100B AI chip revenue by 2027. Q3 guide: AI semis to grow 200%+ to ~$16B. Recent catalysts stacking up: June 2026 unveiled "Jalapeño," OpenAI's first custom chip, built with Broadcom. July 2026 expanded custom silicon deal with Apple. Hit a $2T market cap in April 2026 (6th company ever), now ~$1.7T after a ~22% pullback from its $495 high. Remember, Trump has told everyone to buy these stocks here: $NOW at $85 $DELL at $235 $MU at $320 $IBM at $220 $INTC at $20 $PLTR at $130 But, he has never mentioned anything about $AVGO. The best area to buy $AVGO is here ⬇️

@blackpanthercapJul 7, 2026 · 10:05 AM

Here’s my h2 predictions: > massive earnings coming in. $MU already delivered. $GOOG $META $ANZN to come. > market will go down as always a couple of days to digest the news. > market will continue to be choppy from now to end of august. > beta stocks such as $IREN $NBIS $AAOI $OUST $ONDS will suffer the most in this period. > july and august will show first signs of disinflation. > FED will cut rate for the first time in september. risk is back on. > market will brr brr as @aleabitoreddit says. -BP not financial advice.

@investmentguru_Jul 7, 2026 · 2:14 AM

$SPCX SpaceX joins the Nasdaq-100 tomorrow (July 7) — mechanical passive buying estimated $22–27B across Nasdaq-100/Russell trackers Float is only ~4-5%, so this is forced demand hitting a razor-thin supply — a setup for real volatility The catch: lockup expirations start after Q2 earnings (~Aug 6), with 20% of insider shares releasing then, more at 70/90/105/120/135 days, and full unlock by Dec 8. Ex-Nasdaq CEO Greifeld is flagging up to $800B in eventual tradeable supply — the largest lockup unlock in market history Fresh fundamental context: $GOOG is reportedly paying SpaceX ~$920M/month for compute — annualizing above $11B, more than 2026 Starlink revenue — layering onto existing Anthropic/xAI compute deals Read: mechanical demand ≠ valuation support. The index bump and the supply wave are both real — know which one you’re trading

@investmentguru_Jul 7, 2026 · 2:09 AM

THE FREE COMPUTE LAND GRAB The AI war is no longer just about building the best models. It’s about owning the customer. Hyperscalers ($GOOG $MSFT $AMZN $META) are giving away or heavily subsidizing AI compute to pull startups into their ecosystems before they become billion-dollar businesses. Why? Because once your models, data, and workflows are built on a platform, switching becomes expensive. That’s the real moat. Meanwhile, $META reportedly plans to rent out its own AI compute, creating direct competition for NeoCloud providers. Who wins? Silicon & infrastructure: $MU $MRVL $CRDO $AAOI More AI workloads = more demand for chips, networking, memory, and photonics—regardless of who provides the compute. NeoClouds: $CRWV $NBIS $IREN Pricing pressure is rising. The winners will be those with differentiated infrastructure, efficient operations, and long-term customer contracts. The AI stack is evolving. The battle isn’t over GPUs anymore. It’s over who controls the compute. Own the layer with the strongest structural advantage—not just the loudest narrative. Not financial advice.

@bmsinvestsJul 6, 2026 · 8:57 PM

$ONDS 👀💎 Probably nothing once again..ah who am I kidding⁉️ Just one of the largest institutional holders of $ONDS (32.68M shares, 5.7%), Larry Hirsch, being the Chairman of the Board of Directors for the Center for European Policy Analysis (CEPA). Now stay with me. CEPA are a nonprofit that focuses on strengthening the transatlantic alliance (US/EU/Allies. They’re backed by defence giants such as Lockheed Martin, General Atomics, Auterion and Rheinmetall + tech giants $META $GOOG $AAPL $AMZN $MSFT. They’re also supported by the Russia Strategic Initiative (RSI) USUECOM, a US Department of War initiative focused on analysing and countering Russian threats along the Eastern Flank👀 So.. We have the Chairman of one of the most influential nonprofits across Allied nations as one of the largest institutional holders of $ONDS. The other half of their shares are in lock up for 6 months. His firm have been quoted by Eric as being “bullish on the combination of DZYNE & $ONDS” and wanting to “continue to participate in the upside”. Are you as bullish as I am?🐂

@investmentguru_Jul 6, 2026 · 10:35 AM

Stocks on My Radar This Week $SPCX for continued post-IPO accumulation $TSLA as volatility creates swing trading setups $NVDA as the AI leader $MU with the memory supercycle thesis still intact despite recent weakness $MRVL as it approaches an attractive accumulation zone $BB as the QNX and cybersecurity story continues to gain momentum $SHOP with buyers maintaining strong follow-through. $RDDT $MSFT $GOOG $AMZN

@blackpanthercapJul 4, 2026 · 5:11 PM

JUNE 2026 PORTFOLIO UPDATE: Numbers first. Then the breakdown. MONTHLY PERFORMANCE > Long-Term Port: -21.33% > Short-Term Port: -10.78% YTD PERFORMANCE > Long-Term Port: +50.07% > Short-Term Port: +167.07% June was a grind. The AI sector took a real hit this month and that was felt across both accounts. Still, stepping back and looking at the YTD numbers, there's nothing to complain about. Both accounts are running well ahead of anything reasonable to expect from an index despite recent dips. This is what conviction-based investing actually looks like. Not every month is up 40%. LONG-TERM PORTFOLIO — POSITION REFLECTIONS $OUST — 20.2% Quietly moved up to my largest allocation. I haven't added. This just reflects where price has taken it. The autonomous systems buildout is a long game and $OUST is well positioned in it. Still comfortable with the sizing. $NBIS — 19.2% Still one of my largest position and I have no interest in changing that. The dip in June has been noise relative to the fundamental story here. $399M in Q1 revenue, up 684% year-over-year. That number doesn't care about sentiment. $RKLB — 14.1% May was incredible for $RKLB and some of that has given back in June as the broader space sector cooled off after the SpaceX IPO buzz. Doesn't concern me at all. The contract pipeline is stronger than ever and $RKLB continues to prove it deserves its seat at the table. Space is a multi-year story. $IREN — 13.1% $IREN has been frustrating this month. Sentiment has turned against it in the short term and that's created some real pressure on the stock. But I couldn't help myself, I added more during this dip. The TA looks exceptional at these levels and the fundamental story on power + AI infrastructure is unchanged. Sometimes the best trades are the uncomfortable ones. This feels very uncomfortable right now. $CIFR — 10.1% Holding. The transition thesis toward AI compute infrastructure takes time to play out. June hasn't changed my mind on this one. $ONDS — 9.1% I'm down roughly 15% and $ONDS is underperforming as of now. That's the honest truth. But the execution is still there. Q1 revenue surged tenfold year-over-year to $50.1M and full-year guidance was raised to at least $390M. Sometimes price and fundamentals disconnect for a while. I've been here before. Not adding right now, but not going anywhere either. $KRKNF — 7.1% Also underperforming in the near term, I'm down -20%. Defense names have been mixed in June. The thesis on subsea battery and sonar dominance is still intact. This is a multi-year buildout story, not a monthly one. Holding and adding. $AAOI — 7.1% Honest take — if $ONDS and $KRKNF weren't down 15-20% right now, I'd be re-allocating more toward $AAOI going forward. The optical interconnect demand for AI data centers is real and I think this position deserves to grow. Something I hope to revisit when I have more flexibility. SHORT-TERM PORTFOLIO — POSITION REFLECTIONS Two positions, both in space. $ASTS — 55% $ASTS came back into the short-term account and it's been the right call. The Blue Origin explosion in late May rattled the sector briefly but $ASTS bounced hard. The company has $3.5B in cash, $1.2B+ in contracted revenue, and is targeting 45 BlueBird satellites in orbit by end of 2026. Still in this with high conviction. $PL — 44% Planet Labs is the newest addition. Initiated during the SpaceX/space sector dip in and it's already working. Last quarter was strong and I think the guidance was conservative. I expect this one to move slowly back towards ATH. $SPCX — 1% Tiny starter position in the SpaceX IPO vehicle. More of a placeholder than a conviction bet right now. MACRO THOUGHTS — HEADING INTO JULY June has been the worst month for me this year. Technology and communications lagged from near-term profit taking, while industrials, financials, and healthcare outperformed. That kind of rotation is healthy it doesn't signal the end of the AI trade, it signals a reset. Now heading into July, the seasonal backdrop is as good as it gets. July has been positive 80% of the time over the last 20 years, with an average gain of 2.67%. Over the last 10 years, it's been positive 100% of the time. The first half of July stands out as one of the strongest seasonal periods of the year, since 1928, the S&P 500 has advanced 69% of the time during the first half of July, generating an average return of 1.5% and an average rally of 3.2% when positive. But the real catalyst in July is earnings. $GOOG reports July 22nd, with $MSFT, $META, and $AAPL all dropping results in the final week of July. $AMZN follows shortly after. FactSet is currently forecasting 22% earnings growth for the S&P 500 in Q2 which would mark the second straight quarter of earnings growth above 20%. If the hyperscalers confirm that AI capex is translating into real revenue, expect the growth names to come roaring back. The AI sector dip in June was an expectations reset, not a thesis break. The structural demand drivers for AI infrastructure remain intact, with hyperscalers continuing to pour hundreds of billions into data centers. My positions haven't changed. My conviction hasn't changed. July sets up well statistically. I'll sit tight, and let earnings do the talking. Final note. Looking at the macro picture as of now, I expect the first signs of disinflation to show in September. But lets see. -BP As always, this is not financial advice. Do your own research. Always.

@ckcapitalxxJul 4, 2026 · 2:59 PM

$NOK has stacked up deal after deal for two straight weeks and the stock has done nothing but bleed, down roughly 30% from its June highs while the news flow gets better by the day. Here is all that has happened. >>Orange Belgium, this week. Nokia selected as the SOLE supplier for a multi-year transformation of the operator’s entire transport network, unifying fixed and mobile into one converged optical network across Belgium, running 400G and beyond. >>The Google deal. Gemini AI agents embedded directly into Nokia’s network software, layering high margin AI on top of the hardware they already sell. >>The Amazon deal. Nokia’s Autonomous Networks Fabric running on AWS, building toward fully self-driving networks with the biggest cloud on earth. >>The Pennsylvania expansion. A major buildout of their photonic chip facility, one of the only advanced semiconductor packaging plants on US soil, part of a multi-billion dollar US manufacturing push the administration keeps spotlighting. >>Four insiders bought on the open market last month between $15.34 and $16.02. The stock trades around $12, well below every price they paid. The numbers also speak loud. AI and cloud revenue up 49% last quarter. Optical networks up 20% on hyperscaler demand. A $1 billion NVIDIA investment behind the 6G push. EUR 1 billion order backlog. $GOOG, $AMZN, Orange, the US government, and their own executives all committing to Nokia in the same month the market sold it down 30%. Earnings July 23. The disconnect gets resolved one way or another.

@dillon_valdezJul 4, 2026 · 1:48 AM

Alright $GOOG This is pretty awesome https://t.co/ESnmBCVobr

@tig88411109Jul 2, 2026 · 2:20 PM

干啥啥不行，罚款第一名。可怜的 $GOOG 又被均贫富的欧洲法院砍了一刀，8年被欧盟薅羊毛110亿欧元。欧洲现在科技的最大护城河不是创新而是罚款。所以不难想象，AI科技革命只有美国和中国两家在牌桌上。如果特朗普不反击，欧洲还会继续扛着社会主义大旗来扼杀正常的市场竞争。等着特朗普发小作文了 https://t.co/NdoDRGhRIa

@photonbullJul 2, 2026 · 12:12 PM

@menhguin For me, it would be $GOOG as a favourite, fundamentally I like $NVDA and $AAPL more than $MSFT and $META but I think they offer a better risk/reward here than NVDA and Apple tbh $TSLA not really sure, so not touching it LOL

@frenchie_Jul 1, 2026 · 6:51 PM

$NBIS semble sous-évalué Pour revenir factuellement sur ce qui s'est passé et pourquoi le lézard Zuckerberg fait pump $META mécaniquement au détriment de $NBIS 1. Les 90 derniers jours racontent l'histoire inverse qu'un Meta assis sur du surplus. >Le 16 mars $META dit : jusqu'à 27 milliards de dollars sur cinq ans engagés chez $NBIS pour de l'infrastructure IA. >Le 9 avril le même nous redit : accord étendu avec $CRWV pour environ 21 milliards de dollars de capacité cloud IA jusqu'en 2032, ce qui fait porter l'engagement total de Meta chez $CRWV à 35 milliards de dollars, en faisant l'un de ses plus gros clients. >Encore Il y a deux semaines : nouveaux accords avec Crusoe pour environ 1,6 gigawatt de capacité additionnelle. >Une énième fois, il y a 3 jours, la Financial Times révèle que $GOOG a dû plafonner l'accès de $META à Gemini, faute de pouvoir fournir toute la capacité demandée. Résultat ? Sur les 4 dernières news compute de Meta : achète, achète, achète, se fait rationner par son propre fournisseur. Zéro trace de surplus, absolument 0 2. Ce matin, Bloomberg rapporte que $META évaluerait deux options : >héberger des modèles pour développeurs façon AWS Bedrock Ou >vendre de la capacité de calcul brute façon neocloud. Meta n'a rien confirmé, et Reuters dit ne pas avoir pu vérifier les détails de façon indépendante Le marché achète quand même cette histoire douteuse et punit indifféremment Neocloud, $META +10%, $CRWV -13%, $NBIS -15%, et le hardware IA ( $MU , $NVDA , $AVGO , $AMD , $MRVL, $INTC dans le rouge) Le scénario n'a rien d'original en vrai , c'est celui de $SPCX, xAI se retrouvait avec des centaines de milliers de GPU sous-utilisés par Grok, loués depuis à Anthropic, Google etc... et META a vu que cette bascule neocloud a largement dopé la valorisation IPO de SpaceX à plus de 2 000 milliards de dollars. Sauf que Meta n'a, factuellement, aucun surplus visible dans le narratif : c'est un reframing IR, calculé pour soulager le ROE après un capex 2026 guidé à 125-145 milliards, faire remonter le titre, et lever du capital dans de meilleures conditions pour financer, on s'en doute, encore plus de compute Rien n'a changé sur $META ni $NBIS, pour moi c'est un arbitrage évident

@datatrekmbJul 1, 2026 · 3:43 PM

Big Tech has scarcely contributed to the S&P’s YTD advance, responsible for just 1% of the index’s price return to date. $MSFT has been the largest drag (-1.3 points), fully offsetting the two largest contributors ( $GOOG: +0.7 points, $NVDA: +0.6 points).

@tig88411109Jul 1, 2026 · 3:33 PM

一边是海水一边是火焰。Meta暴涨，半导体硬件大跌。如何解读背后的机遇、市场的误读以及风险？ $META 暴涨拉升因为要转型云服务商二房东出租多余算力。1GW目前能租200亿年收入按85%运营利润，每股净利润$5，提升EPS预期超过15%。现在Meta总算力明年20GW，AI算力13GW，拿一半多余的出来，股价还不暴涨？做白日梦都不能这么笑醒的。怎么看？算力多余了，AI Capex投资第一个信号，市场先跑为快，肯定半导体硬件大跌。但是首先简单批判一下。小扎这种干啥啥不行套路，不是说整体算力多余。这种小作文上季度财报小扎就已经透露了，算力建多了，可能拿出来卖。资本市场也在惩罚他一路忽悠从元宇宙到AI自己模型的干啥啥不行。然后资本开支ai capex 还增长近1500亿/年，和Google，亚马逊和微软不一样，都是自用没有云服务收入，自然股价和估值都不行。现在作为投机份子，第一个说算力多余要转型，那么市场第一时间暴涨“奖励”他肯定AI capex 不加投资，还能把多余资产利用产生现金流，转型云服务商，当然这种假设是合理。但是Google目前限制Meta使用 Gemini 模型，因为 Meta 需要的计算能力超过 Google 能提供的规模。这说明Meta出租算力不等于AI算力需求崩了。而是在于Meta自己管理筹划和错配，不是谁都能搞好云服务商的，这背后新的业务需要真正的高效匹配/低延迟/服务顶级模型/每GW的token/长期客户生态锁定。可以理解为Meta自己多余的员工宿舍，想卖出真的服务型顶级公寓的租赁价，可能么？当然对于简单粗暴靠出租GPU挣钱的云服务商边际利润竞争大。但是真正市场缺的的是一个AI云服务商的“整体生态软服务”。大概率是Meta自己算力部署特别是训练阶段冗余了，这个完全可以预测出，看看他模型开发啥也不是。然后服务自己广告方面的推理阶段算力，干不过Google的高效，多余了算力出来卖还能吹一个云服务商转型故事。当然对于Meta业绩收入肯定有提高，但是不要过于乐观，特别是他那个多余算力买不出什么高价，真正市场稀缺的反而是一个结构性故事。最稀缺的不是 GPU，而是可用适配、低延迟满负荷、可计费能形成客户锁定的推理产能和云服务商的管理能力。不是谁想进就进的。对于客户安全合规长期性承诺，稳定高效最重要，不是你觉得多余算力想卖就卖。当然这种都抢着买的话，难道不是说市场对于AI云服务需求巨大么？高毛利吸引新玩家。对于小扎就是投机份子，刚和几家neocloud签了大单，看到SpaceX卖算力挣钱，然后还能讲故事拉股价，就开始放风忽悠市场了。详细的云服务/半导体硬件分析我稍后有时间系统解读这个事件性的重大冲击 $GOOG $MSFT $AMZN $INTC $MU $SOXX $NBIS $SPCX

@invesquotesJun 30, 2026 · 12:57 PM

Estimates should be taken with a grain of salt but if ROIC for the hyperscalers is decent (no reason yet to think it’s not based on TPU/GPU pricing dynamics), this chart is very plausible Only doubt is wheter Capex will scale back enough $AMZN $META $GOOG $MSFT https://t.co/FU1Hxgfula

@invesquotesJun 29, 2026 · 3:34 PM

4/ Brains: the VLA model. This is where differentiation compounds. Every deployed robot feeds the data flywheel — the closest thing in the body to a network-effect moat. Nvidia's GR00T, Figure, Tesla, Google DeepMind fight for this piece of the pie. $NVDA $TSLA $GOOG https://t.co/tizu6adNKY

@investmentguru_Jun 29, 2026 · 2:00 AM

Not all Magnificent 7 stocks are the same anymore. The AI reset has created different risk-reward profiles across the group. • $MSFT – High-quality AI and enterprise play with long-term Azure/Copilot upside. • $AAPL – Product cycle and margin recovery story. • $GOOG & $AMZN – Attractive valuations with multiple growth catalysts. • $META – Strong execution, but heavy AI capex remains a key watchpoint. • $TSLA – High-beta, sentiment-driven opportunity. • $NVDA – Still the AI hardware leader, though the trade is increasingly crowded. The next bull run may not be about buying the entire Mag 7—it may be about owning the right names at the right prices.

@investmentguru_Jun 28, 2026 · 2:28 PM

@imariholt Fair point — and I completely agree, the average investor shouldn’t be running 20-30 positions. This portfolio exists for a specific purpose: to track, analyse and share ideas across multiple themes so subscribers can see the full landscape and pick what fits their own strategy and risk tolerance. My job is to do the research across all these themes so you don’t have to — you take what resonates, build conviction in 5-10 names maximum, and size appropriately for your own portfolio. If you’re asking my highest conviction names right now — $SIVEF for asymmetric photonics upside, $MRVL as the core AI semiconductor compounder, $KEEL for NeoCloud infrastructure exposure, $CRDO for proven high-speed connectivity revenue, and $GOOG as the anchor and long-term compounder — but even these five, please do your own research, understand the thesis behind each name, and only invest what you can afford to lose. Nobody’s top 5 should be your top 5 without your own conviction behind it.

@apomplianoJun 27, 2026 · 10:42 PM

Jordi Visser explains why he thinks Google’s Gemini model has fallen behind. - Anthropic & OpenAI are fast, lean & focused - Google is bloated & distracted - Recursive learning extends advantages - Open source models put more pressure on $GOOG @jvisserlabs https://t.co/MKn3wJu40X

@blackpanthercapJun 26, 2026 · 7:05 PM

Something is not adding up here? 🤫 Don’t own US Stocks… Okay…. I’ll sell my $IREN $NBIS $AAOI $RKLB $GOOG $MU $META $AMZN $SNDK if you say so…. …But let me first check your portfolio Jeremy. -BP Not financial advice. https://t.co/H4Fjpb3KHr

@alphaticaioJun 26, 2026 · 4:06 PM

$GOOG now up ~1% from last night’s post. You probably saw Fintwit posting about starting a new position in $GOOGL as well this morning. We will be off this platform soon along with our dark pool classification algorithm. We will keep our email subscribers posted. $SPY $QQQ

@itsmichaelluuJun 26, 2026 · 12:47 PM

These companies here cuased the inflation: $MU — Memory prices spiked as HBM demand outstripped supply for AI servers. $SNDK — NAND shortage tightened as hyperscalers hoarded storage for AI workloads. $GOOG — Capex guidance hikes signal endless AI infra spend, pushing input costs up. $META — Massive datacenter buildout competes for chips, power, and labor, lifting prices. $AAPL — AI server demand diverts chip supply, squeezing consumer electronics components. $TSLA — Dojo/AI compute buildout adds to chip and energy demand pressure. $AMZN — AWS AI capex absorbs power and silicon, tightening broader supply chains. $MSFT — Azure AI buildout drives massive GPU and power demand inflation. $WDC — Storage scarcity from AI data hunger pushed enterprise drive prices higher. $AMD — GPU demand surge for AI training strains chip supply and pricing. $INTC — Foundry capacity reallocated to AI chips, tightening legacy semiconductor supply. $QCOM — AI edge/inference chip demand adds strain across semiconductor supply chains. $BE — Fuel cell power demand surges as AI datacenters need always-on electricity. $NBIS — Neocloud GPU buildout adds incremental demand pressure on power and chips. $NVDA — Insatiable GPU demand is the root driver of the entire capex inflation chain.

@itsmichaelluuJun 26, 2026 · 10:18 AM

This sell off started exactly on June 15th and if $SPY sells off 10%-20% Be patient and add these 8 super stocks: 1. $MU — Blowout Q3 (EPS $25.11 vs $20.28 est), HBM/DRAM supercycle through 2027+. PT: $1,800-$2,200 (avg analyst ~$1,339, Street high $2,000) 2. $WDC — AI data center HDD demand sold out, pricing power tight into 2027-28. PT: $1000-1200 (avg ~$560, high $685) 3. $AMD — MI350/MI400 ramping, OpenAI + hyperscaler deals, CPU share gains. PT: $650-700 (avg ~$500, high $670) 4. $AVGO — Custom AI ASICs (Jalapeño w/ OpenAI), networking + software moat. PT: $500-600 (avg ~$524, high $650) 5. $NBIS — Pure-play neocloud, just joined Nasdaq-100, Eigen AI acquisition closed. PT: $300-340 (avg ~$235-244, high $380) 6. $NVDA — Still the AI compute backbone, Vera Rubin ramp, Strong Buy across 38+ analysts. PT: $300-300 (avg ~$300-310, high $500) 7. $GOOG — Gemini momentum, Cloud backlog $460B, joining the Dow Jones June 29. PT: $500-550 (avg ~$427-433, high $515) 8. $DRAM — Pure memory ETF (SK Hynix, Samsung, SanDisk, Micron), up 3x off 52-wk low on AI memory supercycle. ♻️Reshare this post and write 1 comment, I'll share my favorite stocks under $10 to add when $SPY crashes.

@rubicon59Jun 25, 2026 · 8:32 PM

The OEMs like $AAPL and the near-monopolies like $GOOG should know what it is like to get fair value for one’s product. (Perhaps more than fair now for a while, but think of of the extra GM as overdue back pay.) $DRAM

@benitozJun 25, 2026 · 6:28 PM

Today 3 reports, one loop. @OpenAI Codex study: work is shifting from chat to delegation—agentic tasks burn orders of magnitude more tokens (volume +14x YoY). Exponential View (@azeem): that usage = $175B of real, deduplicated, external revenue. Hyperscaler FCF: $2T of capex to serve it—free cash flow now rolling over. Cheaper tokens → more usage → more revenue → more capex → cheaper tokens. The Token Dollar flywheel—and every leg settles in USD. The catch: 19% headroom. Sources: OpenAI (Codex): https://t.co/I1AIPJwYXK Exponential View: https://t.co/zTgARLgESF $MSFT $AMZN $NVDA $GOOG

@investmentguru_Jun 25, 2026 · 4:32 PM

MAG 7 feeling pressure here $AAPL $GOOG $MSFT $TSLA $NVDA $META $AMZN All red today

@investmentguru_Jun 25, 2026 · 10:54 AM

Why is $GOOG bleeding? Three forces hitting at once: Brain drain — Gemini co-lead to OpenAI. Nobel Prize DeepMind VP to Anthropic. Two legends. One week. $84.75B equity raise = dilution + buyback freeze. Institutions hate both. Capex of $180–190B guided for 2026 — FCF margins collapsing from 18% → ~5%. Yet the fundamentals scream different: ➡️ Google Cloud +63% YoY ➡️ $460B contracted backlog ➡️ Berkshire just bought $10B at $351/share The business isn’t broken. The narrative is. Sometimes the best entries come when the headlines are the loudest. Not financial advice.

@investmentguru_Jun 25, 2026 · 12:50 AM

$MU + $MRVL + $CRDO The Three Pillars of AI Infrastructure You Want to Hold THE MEMORY-TO-NETWORKING TRIO | Every dollar flowing into AI data centers has to pass through these three companies. This isn’t a trade — it’s a structural position in the backbone of the AI capital cycle. $MU — THE MEMORY LAYER ➡️ $41.5B revenue last quarter. +346% YoY. Margins at 84.9%. ➡️ $100B in minimum contracted revenue via Strategic Customer Agreements ➡️ Customers can only secure 50–66% of their memory needs right now ➡️ Supply gap doesn’t close until 2028 — pricing power locked in ➡️ HBM4 already shipping and ramping 2x faster than HBM3E ➡️ Memory is no longer a commodity — it’s contracted AI infrastructure The foundation. Every GPU cluster runs on Micron. $MRVL — THE CUSTOM SILICON LAYER ➡️ The hyperscalers don’t want to be dependent on $NVDA forever ➡️ Marvell is building the custom ASICs that $GOOG, $AMZN, $META are designing in-house ➡️ Data center revenue growing triple digits — AI is the entire growth engine ➡️ Optical interconnect + custom compute = two massive tailwinds in one stock ➡️ As AI inference scales, custom silicon scales with it — this is a multi-year ramp The custom compute layer. Whoever wins AI silicon, Marvell wins too. $CRDO — THE CONNECTIVITY LAYER ➡️ Data centers are exploding in scale — more GPUs means more interconnect demand ➡️ Credo’s Active Electrical Cables are replacing copper at hyperscale ➡️ Design wins at the largest cloud customers already locked in ➡️ Every new GPU rack deployed is another Credo revenue opportunity ➡️ Small cap with large cap customers — the asymmetry is still there The connectivity layer. More AI compute = more $CRDO revenue. Simple. WHY THESE THREE TOGETHER Memory → Custom Silicon → Connectivity. This is the internal anatomy of every AI data center being built right now. These aren’t three separate bets — they’re three exposures to the same unstoppable capital cycle, each attacking a different layer of the stack. When hyperscalers spend, all three win. When AI inference scales, all three win. When the next generation of GPU clusters gets deployed, all three win. Hold the infrastructure. Let the cycle do the work. Not financial advice.

@alphaticaioJun 24, 2026 · 6:29 PM

Google can’t pay because of Capex constraints? That is not the case but it’s interesting to see how this is developing. Alphabet may lose two additional AI employees to Anthropic - Bloomberg reports that AI researchers, Jonas Adler and Alexander Prtizel, are set to leave for Anthropic. The reported moves add to previously reported departures. $GOOG $QQQ

@kawzinvestsJun 24, 2026 · 3:24 PM

$NOK added AWS, Google Gemini, and Databricks to its autonomous networks platform in the same week. The stock didn't move. To understand why this matters, you need to know what Level 4 network autonomy actually means. Right now telecom networks need human engineers to detect problems, diagnose them, and decide what to do. Level 4 is where the network does all of that itself. No ticket, no escalation, no 2am phone call to an on-call engineer. Nokia already has operators running at 90%+ automation rates and getting new services live in under four hours. That used to take weeks. What changed this week is the infrastructure layer behind it. Instead of building their own cloud stack, operators now plug into AWS for compute, Bedrock and SageMaker for AI, Databricks for data, and Gemini for the agent layer. Nokia brings the telecom-trained models that know what a real network fault looks like. AWS and Google bring the scale. Three of the biggest cloud partnerships in enterprise tech, all announced in seven days. The market is still pricing this with a legacy telecom valuation. $NOK $AMZN $GOOG

@midascabalJun 24, 2026 · 7:04 AM

Top 10 Trending Stocks on r/WallStreetBets according to @asymmetrix_xyz: 1) $MU 2) $WEN 3) $SPCX 4) $MSFT 5) $SNDK 6) $DRAM 7) $CRBS 8) $AMD 9) $NVDA 10) $GOOG $WEN is already up 20% in overnight markets. Asymmetrix tracks social media sentiment on Reddit + X in real time to find hype retail stocks like $WEN. Tracking the right stocks on Reddit could have found you $BYND and $GME before they rallied over 500%. Many will regret not following me sooner.

@zephyr_z9Jun 23, 2026 · 1:26 PM

"I'm glad $GOOG isn't trying to be the most advanced frontier model company, which eems like a fool's bet. A cash incinerator. $GOOG clearly has the resources to do it, but just don't seem to be." LOL, I'm pretty sure GDM has spent more money than Anthropic or OpenAI in the last 3 years Simple explanation: They are bad at LLM development compared to Anthropic/OpenAI Even, Zhipu ($2B-$3B spent over its lifetime) is beating them on agentic AI

@apomplianoJun 23, 2026 · 12:30 PM

Google is cheaper than Apple, yet the company is growing at 2x the rate of Apple. The critics are worried about a drop in free cash flow, but that could also present a substantial opportunity for those that believe… $GOOG $AAPL READ: https://t.co/FfRyxyjDwp https://t.co/6sPo8WJAOR

@blackpanthercapJun 23, 2026 · 9:56 AM

Here a short explanation of the dip: Kospi closed down 9.99% today. Worst single session since early March. The index tripped a circuit breaker around 2:33 in the afternoon Seoul time, the fourth halt this year. Samsung and SK Hynix both fell over 12%. SK Hynix had briefly become Korea’s most valuable listed company a single session before this happened. This didn’t start in Korea. $GOOG lost two of its most significant AI researchers in a matter of days, Noam Shazeer to OpenAI and Nobel laureate John Jumper to Anthropic, and the stock fell roughly 7%, its worst day in over a year. That dragged Nasdaq down with it Monday. Korea’s chip-heavy index, up nearly 95% year to date before today, was sitting on some of the most overstretched leveraged long positioning in the market. Foreign investors net sold 4.13 trillion won today. Institutions sold 4.55 trillion won. Retail actually bought, 8.58 trillion won net, which is its own tell about who’s left holding the unwind. Ouch… Then BofA dropped a real bomb into this exact moment. Three rate hikes now penciled in for September, October, and December, 75 basis points total, lifting the fed funds rate to 4.25-4.50%. That’s a full reversal from their own no-change call a week ago. Here’s the actual link between the two: Leverage doesn’t unwind slowly when it breaks, it unwinds exactly like today, fast and forced. And a hawkish rate path is what makes leverage expensive enough to break in the first place.Korea just showed what the unwind looks like. BofA just raised the odds of it happening again somewhere else. What now? Right now I think cash-rich companies with low debt are the only safe harbors. Personal I’m gonna ignore the "AI" story for a month until the dust settles. If a company relies on cheap debt or future-dated AI promises to survive, they are currently in the crosshairs. That’s the game of betting on the future. I’m gonna hold my position, maybe trim the fat - depending on how this plays out - or add more to my existing long-term positions and let the panic sell itself out. -BP Please note: this is not financial advice.

@investmentguru_Jun 23, 2026 · 3:31 AM

MAG 7 LOST LEADERSHIP — BUT THE SETUP IS MORE BALANCED THAN IT LOOKS The selloff was real. $GOOG led it, with $AMZN, $META, and $MSFT all getting hit. But this wasn’t broad market panic — it was concentrated in the AI platform layer. Here’s what that actually means ⬇️ THE REAL FEAR: CAPEX BEFORE PAYBACK ➡️ Mag 7 hyperscalers are writing massive AI infrastructure checks ➡️ Data centers, GPUs, networking, power — all front-loaded spending ➡️ More capex = more depreciation = FCF pressure ➡️ More bond issuance = the AI race looks less like software, more like infrastructure The core question: can they convert that spend into durable revenue growth and stronger free cash flow before the market loses patience? THE CROWDING HAS ALREADY SHIFTED BofA’s June Global Fund Manager Survey is striking: ➡️ 80% of investors say “long global semis” is now the most crowded trade (a record) ➡️ Only 12% say “long Magnificent 7” This matters. Mag 7 still dominates index weight — but index concentration ≠ trading crowding. The marginal crowding risk has migrated from mega-cap tech to global semiconductors. That’s why semiconductor selloffs have been so violent. The crowded trade is now in the picks-and-shovels layer. WHAT’S STILL WORKING FOR MAG 7 ➡️ Net 54% of fund managers expect large caps to beat small caps over 12 months ➡️ Net 48% expect high-quality earnings to beat low-quality earnings ➡️ Mag 7 is not a momentum basket — it’s a large-cap quality basket with platform control, pricing power, and deep customer lock-in Momentum appetite is cooling fast. A net 23% expect high momentum to beat low momentum — down from 44% in May. Chasing is out. Quality is back in focus. VALUATION: LESS SCARY THAN THE HEADLINES Strip out $TSLA as an outlier, and the picture changes. ➡️ $GOOG, $META, $AMZN, $MSFT are trading closer to market multiples than the “Mag 7 bubble” narrative implies ➡️ This is not deep value — but it’s not 2021 froth either THE BOTTOM LINE The right question isn’t whether Mag 7 can fall further. It can. The right question: is the market pricing too much fear into companies that still own the strongest platforms in AI, cloud, ads, software, and consumer technology? Semis got the AI capex wave first. The hyperscalers absorbing that capex may be the second act — if they can show FCF recovery. Watch the earnings revisions. Watch the FCF trajectories. That’s where the trade lives. Not financial advice.

@tig88411109Jun 22, 2026 · 4:28 PM

$GOOG 大跌，25年5月以来盘中最大跌幅。人有多贵？两个AI科学家离职2000亿市值灰飞烟灭核心人才离开叠加近期模型发布延后以及本来近期刚800亿美金融资，市场担心AI投资的回报脆弱性的敏感期。这些基本面和资金面上机构调仓结合的一场催化放大当然市场担心的是Google还是不是那个能够把搜索现金流、高资本开支和顶级人才，最终转化成AI时代新利润池的公司？如果人才流失只是一两次个体事件，模型节奏、Cloud增长和商业化都没有受到影响，那么今天的跌幅大概率包含明显情绪折价。但是后面一系列质疑不能解决会继续压制估值，所以也不是简单地说“跌多就买” 至少现在价格也谈不上便宜。那么怎么仓位结合策略，重仓怎么办？轻仓怎么办？如何买入卖出而不是等死安慰自己长期投资？在当前市场大幅波动为主线情况下，其他半导体策略，AI投资泡沫怎么看，我会在订阅者持续分享update。

@investmentguru_Jun 22, 2026 · 3:19 PM

$GOOG Alphabet Stock Tumbles as DeepMind Loses Nobel Prize Winner to Anthropic Shares of $Alphabet-C (https://t.co/YwbG6S9McN) dropped today in the first trading session since John Jumper, a senior research scientist and Nobel prize winner, announced Friday that he was leaving Google DeepMind for artificial-intelligence start-up Anthropic.

@investmentguru_Jun 22, 2026 · 1:34 AM

Overnight trading shows some profit-taking across AI and mega-cap tech: 🔻 $SPCX -3%+ 🔻 $AMD -2% 🔻 $MRVL -1%+ 🔻 $NVDA -1%+ 🔻 $TSLA -1%+ 🔻 $GOOG -1%+ Meanwhile, memory stocks continue to show relative strength: 🟢 $MU +1% 🟢 $SNDK +1% This week all eyes are on $MU earnings. The next clue for the AI infrastructure cycle arrives soon.

@investmentguru_Jun 22, 2026 · 1:31 AM

WEEK AHEAD: PCE, GDP & MICRON EARNINGS This week could be a major one for AI infrastructure, semiconductors, and the broader market. Key Earnings • $CCL – June 23 • $FDX – June 23 • $MU – June 24 ⭐ Key Economic Data • New Home Sales – June 24 • PCE Inflation – June 25 • Final Q1 GDP – June 25 The Main Event: Micron ($MU) Micron enters earnings after a massive rally, fueled by unprecedented AI demand for DRAM, NAND, HBM, and enterprise SSDs. HBM remains one of the biggest bottlenecks in the AI buildout, and supply constraints continue to support pricing power and margins. The market will be watching guidance closely for clues on the next leg of the AI infrastructure cycle. What Else Matters? • PCE inflation expected at +0.5% MoM • Annual PCE projected at 4.1% • Core PCE expected at 3.4% • Final Q1 GDP expected to show continued economic resilience Heat List $NVDA $MU $MRVL $INTC $AVGO $MSFT $GOOG $TSLA $NOK The AI infrastructure trade remains in focus. This week may help determine whether semis and AI leaders continue their momentum into the second half of the year. #AI #Semiconductors #Micron #NVDA #MRVL #Investing #StockMarket

@itsmichaelluuJun 21, 2026 · 8:28 PM

Its 2040, regular person who bought these 6 ETF's right now are millionaires doing nothing... Here's 6 steps to follow: 1. Open a tax-free investing account like a Roth IRA. 2. Put in $5,000 and buy one (or all) of these ETFs. 3. Contribute $500–$2,500 every month into them, no matter what. 4. Say no to going out, no to impulse spending, let it compound instead. 5. Don't touch it. Don't panic sell. Let 2026-you trust 2040-you. 6. Check back in 14 years. You're a millionaire. 6 GOLDEN ETF's to buy: 1. $DRAM — Memory chips power every AI server; this cycle is structurally undersupplied. $MU $WDC $STX 2. $GRID — Electricity grid buildout is the bottleneck behind every AI infrastructure dollar spent. $NEE $DUK $SO $AEP $XEL 3. $AIPO — Exposure to AI IPOs captures the next decade's biggest public market wealth creation. $AMT $VRT $SBAC $DLR 4. $SOXX — Semiconductors are the foundation layer; nothing in tech ships without chips. $NVDA $AVGO $TSM $QCOM $AMD $INTC 5. $QQQM — Cheap, broad exposure to the innovation economy's biggest compounding winners long-term. $AAPL $MSFT $AMZN $GOOG $META $TSLA 6. $VOO — The $SPY is the simplest proven path to long-term, market-matching wealth. $JPM $UNH $BE $NBIS $ARM $IBM ♻️ RESHARE this post and write 1 comment, I'll share 3 stocks to buy and hold until 2040 I like most.

@rubicon59Jun 21, 2026 · 4:26 PM

Not even disguising vendor financing as equity? Google can hardly afford any more. Sell more $goog stock?

@itsmichaelluuJun 21, 2026 · 1:34 PM

In 1 year, $AMKR spiked from $18 to $90 so 500% but it can easily hit $300-$500. Here's 8 reasons why it hasn't ran like $AVGO $AMD $NVDA $MRVL $GOOG $AMZN: 1. Advanced packaging sits directly on the critical path of AI infrastructure growth and is becoming more important as Moore's Law slows. 2. Management expects revenue to grow from $6.7B in 2025 to approximately $11B+ by 2030. 3. EPS is projected to increase from $1.50 to roughly $5.00+, implying more than 3x earnings growth. 4. AI servers, GPUs, ASICs, HBM memory, and chiplets all require increasingly complex packaging solutions. 5. $AMKR has 18 active 2.5D engagements and multiple HDFO programs already entering production. 6. The Arizona facility creates a strategic U.S. packaging monopoly-like position among scaled OSAT providers. 7. Deep relationships with $NVDA, $AAPL, $AMD, $AVGO, $QCOM, $TSM and other semiconductor leaders reduce customer risk. Higher-value advanced packaging should drive gross margins from 14% toward 22%+ by 2030. ♻️ RESHARE this post and write 1 comment, I'll DM you 2 more plays that hasn't exploded under $10 still.

@itsmichaelluuJun 20, 2026 · 1:40 PM

Leopold Aschenbrenner also owns 6% stake in $NBIS. The chart is setting up for an explosion towards $400+ by end of 2026 then $700 by 2028. $NBIS has secured multiple multi-billion dollar agreements as it rapidly expands its purpose-built AI infrastructure. Its top three most significant partnerships and contracts include: $META: A landmark 5-year agreement worth up to $27 billion. Nebius will provide Meta with $12 billion in dedicated capacity using Nvidia's next-generation Vera Rubin platform, with Meta committing to purchase additional compute capacity up to $15 billion over the contract period. $NVDA : A massive strategic partnership anchored by a $2 billion investment from Nvidia in Nebius. The deal focuses on deploying multiple generations of Nvidia hardware (including the Rubin platform) to build over 5 gigawatts of capacity by 2030, along with deep co-development of AI factory software. $MSFT: A lucrative multi-billion, multi-year capacity agreement to supply dedicated GPU infrastructure. This alliance is powering Microsoft's AI services and helping Nebius expand globally as an AI-native neocloud platform. $GOOG: They don't have a partnership with but $GOOG and $NBIS are both expanding aggressively in the AI infrastructure space. With Google recently investing heavily in AI cloud capacity alongside partners like Blackstone, there is a clear appetite for scaling third-party infrastructure.Plausibility: Nebius operates as an open-source, full-stack alternative in the cloud and AI-native space. Because both Google and Nebius target AI developers, startups, and enterprises with computing capacity and model-tuning tools, a partnership such as Google Cloud utilizing Nebius’ specialized GPU clusters for overflow or specialized inference tasks is highly logical and plausible.

@institlpgpJun 19, 2026 · 6:16 PM

Jensen locked up the supply chain $goog is kinda lol $nvda $tsem https://t.co/6Cq59CH08X

@blackpanthercapJun 19, 2026 · 8:59 AM

A lot of impatience selling is hitting $IREN and @danroberts0101 these days. I’ll let you sit with this: "It takes 20 years to build a reputation and five minutes to ruin it. If you think about that, you'll do things differently." @danroberts0101 has keept his promises, all the way through. > $IREN is up 492% the past year. > $IREN is up 58% YTD. Imagine $GOOG being up 58% YTD. Would you sell, be impatience, bash the company? My bet is no. One year from now, a lot of investors will look back and wish they had the internal discipline to stick to their strategy. Truth is this is basic human psychology playing out in weak form. Zoom out. Whether it’s 58% or 492% it’s not normal. It’s YOU (your brain, seeking weak dopamine attention) because you’re training your brain to it. -BP Not financial advice.

@midascabalJun 17, 2026 · 7:21 PM

@asymmetrix_xyz $INFQ $GOOG $IONQ If this helped you out, follow me for more.

@bmsinvestsJun 16, 2026 · 4:08 PM

$ONDS 🚨👀 BREAKING: @CeoOndas is at the 2026 Defense One Tech Summit today @ The Ritz-Carlton in Pentagon City‼️ Defense One assembles senior Pentagon leaders, military and combatant command reps - all focused on Pentagon modernization and game-changing emerging technologies. @CeoOndas is joining the “Startup Culture Meets Special Ops” panel, alongside Shield AI, where they’ll dive deep into how agile, fast-moving startups are shaking up and disrupting the traditional defense giants! Attendees Include: ⚡️ Assistant Secretary of War for Science & Technology, DoW ⚡️ Strategic Operational Energy Integration Lead, OUSW(A&S), DoW ⚡️ Digital Transformation Champion & Special Advisor to Supreme Allied Commander Transformation, NATO ⚡️ Chief, Analytics & Innovation, RISE – Defense Counterintelligence and Security Agency ⚡️ Director, Commercial Strategy & Operations, DIU ⚡️ Associate Director for Operations, National Geospatial-Intelligence Agency (NGA) ⚡️ Program Manager, Strategic Technology Office, DARPA ⚡️ Heavy hitters from $GOOG, $MSFT, and Shield AI $ONDS is officially playing in the BIG LEAGUES 👊💪

@investmentguru_Jun 16, 2026 · 3:10 PM

$GOOG if you missed

@investmentguru_Jun 16, 2026 · 10:40 AM

10 STOCKS BUILT FOR THE LONG GAME Not hype. Not momentum. Structural positioning. $MU — Memory is the new oil. HBM3E demand from AI accelerators is just getting started. DRAM supercycle has years of runway left. $NBIS — NeoCloud infrastructure at hyperscaler grade. As AI workloads multiply, compute-as-a-service wins. Early mover with serious capacity. $SPCX — The SpaceX Nasdaq listing is a generational re-rating event. Space economy goes mainstream. Own the infrastructure layer before the crowd arrives. $AAOI — Optical transceivers at the core of AI data center buildout. Bandwidth demand isn’t slowing — it’s accelerating. Supply chain leverage is real. $MRVL — Custom silicon + networking = AI infrastructure backbone. ASIC design wins with hyperscalers compound quietly but powerfully. $CRDO — High-speed connectivity for the AI era. Credo’s SerDes technology sits inside the data pipes that every AI cluster depends on. $GOOG — Quietly the most underrated AI compounder. TPU infrastructure, Gemini, Search monetization, YouTube, Cloud. Too many moats to ignore. $NVDA — The category king. Data center, inference, robotics, sovereign AI. Every wave of compute demand runs through Jensen’s roadmap. $PLTR — The data OS for government and enterprise. AIP adoption is accelerating. This is a decade-long compounding story, not a trade. $NOK — The sleeper. 5G infrastructure + private wireless networks for defense and enterprise. Cheap, cash-generative, and quietly essential. From memory to silicon to photonics to cloud to AI software to connectivity — this list traces the entire capital cycle stack. Not ten random picks. A deliberate ecosystem of compounders across every layer of the megatrend. Not financial advice.

@tig88411109Jun 15, 2026 · 2:18 PM

市场远没泡沫，看看这开盘的走势就知道。即便是拥挤交易在半导体AI 80%，杠杆融资1.3万亿我说 $GOOG 需要努力，最好的图片AI功能的设计美学开始落后了 Gemini 3.5 PRo必须要加快推出保持在一线水准，才能让股价重回高点根据我订阅者分享的周报策略… 制图辅助教育理解 Free 分享简单易懂不用订阅你也应该知道不是无脑all in

@nezih_gokayJun 14, 2026 · 7:28 AM

HERKES SPACEX HİSSESİ PEŞİNDE KOŞARKEN AKILLI PARA ROKETE YAKIT TAŞIYANLARI TOPLUYOR! 🚀🔥 Elon Musk gökyüzünü ve yörüngeyi fethederken borsada sessiz sedasız hiper büyüme yaşayan gizli bir uzay imparatorluğu var. SpaceX tek başına uçmuyor. Arkasındaki devasa tedarik zinciri borsadaki şirketlerin büyüme motorlarını alevliyor. (1 yıllık getirilerine bakın) Musk vites artırdıkça cirosunu katlayan gizli devler⬇️ 🔵Linde Plc $LIN : SpaceX ekosistemindeki en kritik arka plan oyuncularından biridir. Şirketin roket fırlatmalarda kullandığı sıvı oksijen ve sıvı azot gibi endüstriyel gazların ana tedarikçisidir. Morningstar analizlerine göre Linde SpaceX fırlatmalarının yaklaşık %70'ini doğrudan desteklemektedir ve Starship operasyonları için fırlatma alanlarının yakınında özel tesisler kurmuştur. 🔵Moog Inc. $MOG.A : Havacılık ve savunma sanayisine hassas kontrol sistemleri üreten Moog uydular ve uzay araçları için kritik elektromekanik bileşenler sağlamaktadır. SpaceX'in artan fırlatma hacminden doğrudan olumlu etkilenen tedarikçiler arasındadır. 🔵Intel $INTC : Elon Musk ekosisteminde (Tesla ve SpaceX) Terafab gibi ortak üretim ve gelişmiş yarı iletken mimarilerinde teknoloji ortağı olarak rol oynamaktadır. 🔵Alphabet Inc. $GOOG : Google'ın çatı şirketi Alphabet SpaceX'e sadece bulut-veri altyapısı sağlamakla kalmıyor aynı zamanda şirkete 2015 yılında 900 milyon dolarlık erken aşama bir yatırım yapmıştı. 🔵Kratos Defense & Security Solutions $KTOS : Doğrudan veya dolaylı olarak uydu yer sistemleri (OpenSpace) mimarisi sunan şirket Starlink ve benzeri devasa uydu takımyıldızlarının ticari olarak büyümesinden en çok fayda sağlayan arka plan aktörlerindendir. 🔵Carpenter Technology Corp. $CRS : 135 yıllık bu metal şirketi SpaceX'in en önemli tedarikçilerinden biridir. Starship roketlerinde ve Raptor motorlarında kullanılan aşırı sıcaklığa ve basınca dayanıklı özel havacılık alaşımlarını ve paslanmaz çelik türevlerini tedarik etmektedir. 🔵Materion Corp. $MTRN : Uzay endüstrisi için kritik öneme sahip olan berilyum alaşımları gelişmiş kaplama malzemeleri ve optik bileşenler üretir. SpaceX'in uydu sistemlerinde ve fırlatma araçlarında bu yüksek performanslı malzemeler yoğun olarak kullanılmaktadır. 🔵Hexcel Corporation $HXL : Roketlerin hafif ama dayanıklı olması için gereken karbon fiber ve gelişmiş kompozit malzemeleri havacılık devlerine sağlar. 🔵STMicroelectronics $STM : Cenevre merkezli bu yarı iletken devi yaklaşık on yıldır SpaceX ile çalışmaktadır. Milyonlarca evin çatısında bulunan Starlink terminallerinin (çanak antenlerin) içindeki radyo frekansı (RF) anten çipleri mikrodenetleyiciler ve güvenlik elemanları büyük oranda STM tarafından üretilmektedir. 🔵Broadcom Inc. $AVGO : Starlink uydularının yer istasyonları ve küresel ağ altyapısı için yüksek hızlı veri iletişimi sağlayan özel ağ yongaları ve anahtarlama donanımları tedarik eder. 🔵Trimble Inc. $TRMB : SpaceX araçlarının milimetrik hassasiyetle konumlandırılması, otonom roket inişleri ve Starlink uydularının yörünge takibi için gelişmiş konumlandırma teknolojileri ve yazılımları sunar. 🔵Garmin Ltd. $GRMN : Havacılık standartlarında navigasyon sistemleri, sensörler ve uçuş kontrol paneli bileşenleri üreten şirket ticari uzay uçuşları ve kapsül entegrasyonlarında rol oynamaktadır. 🔵EchoStar / Dish Network $SATS : Starlink'in uydudan doğrudan cep telefonuna internet projesinin hayata geçebilmesi için çok kritik bir ortaktır. SpaceX, EchoStar ile milyarlarca dolar değerinde bir frekans bandı anlaşması yapmış ve karşılığında bu şirkete SpaceX hissesi vermiştir. (Görsel Midas'tan alınmıştır)

@aiinvestorhqJun 14, 2026 · 2:24 AM

Nobody’s talking about how $GOOG are going to be $370B richer after SpaceX and Anthropic IPO

@investmentguru_Jun 13, 2026 · 8:01 PM

@gurgavin $GOOG

@sandeman52Jun 13, 2026 · 5:11 PM

Another way to think about the US government controlling AI models is to think of it as electricity: Closed frontier AI world: A few giant power plants sell electricity to everyone. Sovereign AI world: Every country and major enterprise decides it wants its own power plant. The second scenario requires far more physical infrastructure, even if total electricity consumption stays the same. The restrictions are not bullish because Anthropic loses revenue. They’re bullish because they remind the world that access to AI can be controlled, which encourages more organizations to build their own AI capabilities. More AI builders means more demand for GPUs, data centers, networking, and power. Hmmmmm what companies will benefit? 🧐 $NBIS — AI cloud and GPU infrastructure $NVDA — GPUs and AI software ecosystem $AMD — AI accelerators $AVGO — networking and custom AI silicon $MRVL — data center networking and AI connectivity $ANET — high-speed AI networking $SMCI — AI server systems $VRT — cooling and power infrastructure $ETN — electrical equipment and power distribution $PWR — power grid and infrastructure construction $CRWV — AI cloud infrastructure $ORCL — sovereign cloud and AI infrastructure $AMZN — cloud infrastructure via AWS $MSFT — Azure AI infrastructure $GOOG — cloud and AI infrastructure $EQIX — carrier-neutral data centers $DLR — hyperscale data centers $IREN — AI data centers and power assets $CIFR — AI/HPC infrastructure expansion $CORZ — large-scale AI compute infrastructure Just to name a few… Oh, even if (when) they roll back the Anthropic decision, the writing is on the wall… Sovereign AI models are now not a want…they are a NEED….a MUST HAVE

@investmentguru_Jun 13, 2026 · 1:49 PM

$CRDO $MRVL $AAOI $MU $GOOG

@investmentguru_Jun 12, 2026 · 10:30 AM

$GOOG $SPCX SpaceX IPO at $1.75T = $110B+ gain crystallized on books

@investmentguru_Jun 11, 2026 · 4:22 PM

$GOOG is reportedly in discussions with Samsung to manufacture part of its next-generation Tensor Processing Unit (TPU), according to The Information. The chip, codenamed “Icefish,” is expected to be Google’s 10th-generation TPU and will power AI workloads across its cloud data centers. This highlights a growing trend: hyperscalers are increasingly designing their own custom AI chips to reduce dependence on traditional GPU suppliers and optimize performance for large-scale AI applications. The AI hardware battle is far from over.

@nolimitgainsJun 11, 2026 · 3:34 PM

A lot of people are dumping US stocks like $GOOG, $AMZN, $MSFT and $META to buy SpaceX tomorrow. https://t.co/GLwnwTpd1w

@bullofbritainJun 11, 2026 · 2:58 PM

This is probably one of the most insane SAMSUNG proxy on the market. $AMPG - AmpliTech Group > $150M market cap > Its radios are already installed in TELUS's new 5G network, side by side with Samsung > Every new style TELUS tower uses 5 radios per sector. 2 of them are AmpliTech's > Sales up 49% YoY last quarter, 48% gross margins, $18M cash, zero debt What is Open RAN? Simple: telecom giants used to buy entire networks from one vendor ($NOK, $ERIC, Huawei). Open RAN lets them mix and match equipment from multiple suppliers. TELUS is rebuilding its whole network this way by 2029. That is how a tiny New York company ended up next to Samsung on a Tier 1 carrier's towers. The math 5,000 towers x 6 AmpliTech radios = 30,000 radios 30,000 radios x $15K each = $450M opportunity Trading at 0.1x the 2029 bull case math. Even if the real price per radio is a third of that, the r/r is still extremely good. And TELUS is just the first leg: > $118M in signed letters of intent from carriers > Worked with $NVDA on the first AI-powered radio demo > Shipped space hardware to a mystery Fortune 50 building a satellite internet constellation (you can guess who) > The only US maker of a special amplifier that quantum computers need. $GOOG and $IBM have received units Sourced: @Lonsdale171255 (original article) @olyth_terminal (calculations)

@investmentguru_Jun 11, 2026 · 10:59 AM

10 Stocks Built to Create Generational Wealth The AI infrastructure supercycle is rewriting the rules. Here’s where I’d position across the full stack — from the chip to the cloud to the platform layer. The Connective Tissue → $CRDO — SerDes interconnect is the bloodstream of AI clusters. Explosive revenue growth, Microsoft tailwinds, and the hyperscaler buildout has years to run → $MRVL — Custom silicon + optical DSPs = the go-to partner for every major cloud player building their own AI infrastructure. One of the most underappreciated compounders in semis → $AVGO — The quiet giant. Custom AI ASICs for Google and Meta, dominant networking silicon, and a software business most people forget exists Photonics & Memory → $AAOI — Optical transceiver demand for AI data centers is surging. A high-beta play on the bandwidth explosion inside hyperscaler facilities → $AXTI — AXT supplies the compound semiconductor substrates (InP, GaAs) that feed the photonics supply chain. A picks-and-shovels play most retail investors have never heard of → $MU — AI inference and HBM demand is structurally transforming Micron’s earnings power. Every GPU cluster needs memory. Every edge AI device needs NAND. Micron wins both The Platform & Intelligence Layer → $GOOG — TPU infrastructure, Gemini models, YouTube monetization, and Waymo optionality. Criminally undervalued relative to peers given the AI workload it processes daily → $ORCL — Cloud infrastructure renaissance. Oracle’s GPU cluster business is growing faster than AWS. Earnings catalyst tonight could be a major re-rating event → $TSLA — Full Self-Driving, the Dojo supercomputer, Optimus humanoid robots, and the largest real-world AI training dataset on the planet. More AI company than car company at this point The Turnaround Wildcard → $INTC — Intel is executing a foundry transformation that Wall Street refuses to price in. Intel 18A, government contracts, and a new CEO focused purely on execution. If it works, the upside is generational This isn’t a list of 10 random names. This is a layered stack — substrates → transceivers → interconnects → memory → ASICs → cloud → platforms → robotics. The AI supercycle needs all of it. Not financial advice.

@investmentguru_Jun 11, 2026 · 1:52 AM

$MU — Best Buying Opportunity In This Market $MU is sitting at the absolute epicenter of the AI memory supercycle, with HBM3E demand from hyperscalers accelerating faster than the company can supply it, pricing power returning across both DRAM and NAND after years of cyclical pain, and data center revenue now becoming the dominant growth driver that completely changes the earnings profile going forward. The broader semiconductor selloff — driven by rate fears, geopolitical noise, and profit-taking — has nothing to do with whether AI infrastructure buildout continues, and everything we know from $MSFT , $META , $GOOG , and $AMZN confirms that capex is not slowing down, which means memory demand is not slowing down. Micron is one of only three companies in the world that can manufacture leading-edge HBM at scale, giving it a structural moat that doesn’t get repriced away in a single volatile session. The forward P/E sits at just 9.45x with a 5-year PEG ratio of 0.32 — in a market where the average semiconductor trades at over 34x forward earnings, paying single digits for one of the most critical AI infrastructure picks and shovels plays is the kind of valuation anomaly that doesn’t last. Earnings grew over 400% on a trailing basis, producing a PEG ratio of just 0.1 — 86% below the Technology sector average — meaning you are getting explosive growth at a fraction of what peers command. When the macro fog clears and the market refocuses on earnings trajectory and AI infrastructure fundamentals, $MU is one of the names that will be looked back on as an obvious buy at these levels. Not financial advice.

@investmentguru_Jun 11, 2026 · 1:15 AM

If you ask me for five stocks that still look like buying opportunities in this volatile market, my list would be: $GOOG $CRDO $AVGO $ORCL $TSLA

@kevinvestingytJun 10, 2026 · 11:40 PM

Do not lose your shares. $NBIS . $CRWV. $IREN. $AAOI. $CRDO . $LITE. $COHR. $NVDA. $AMZN. $GOOG. $RKLB. $ASTS. $HOOD. $SOFI. Every single one of these will be dramatically higher in a few years. The only way you lose is if a margin call takes them from you before you get there. You will look back in disgust. You genuinely might never fully forgive yourself when we're 3x-10x higher. Don't let that be you.

@blackpanthercapJun 10, 2026 · 4:28 PM

A lot of people are going to look at this cpi print today and decide the market is too complicated. Too many variables. Too much macro. Too much uncertainty. And then they are going to do nothing. I want to say something honest about that. The market is not more complicated today than it was last year. It is differently complicated. The specific risks changed. The underlying reality did not. There is always a reason not to build. > In 2020 it was the pandemic. > In 2022 it was inflation. > In 2023 it was bank failures. > In 2024 it was elections. > In 2025 it was war. > In 2026 it is still war, plus inflation, plus a fed that is not cutting. A lot of these years brought great entry opportunities into stocks like $NVDA $MU $SNDK $NBIS $IREN $LITE $GOOG you name it. The people who are ahead today started building through every one of those. They did not wait for a clean tape. There’s is no clean tape. There never was. Build anyway. -BP Please note: this is not financial advice.

@investmentguru_Jun 10, 2026 · 2:01 PM

$CRDO $AAOI $GOOG

@itsmichaelluuJun 10, 2026 · 12:54 PM

Biggest generational buying opportunity for $SPY is in June. When $SPY crashes 10%-20% buy these: 1. $NOW ~$105 | Buy zone: $80–$85 Near 52-week lows. Agentic AI platform still printing revenue. Market overreacted to selloff. 2. $BE ~$254 | Buy zone: $160–$180 $2.6B Nebius fuel cell deal validates the thesis. AI power demand is just starting. 3. $SNDK ~$1,645 | Buy zone: $1,100–$1,200 Flash memory demand exploding as AI storage cycle accelerates hard. 4. $NVDA ~$205 | Buy zone: $165–$180 Off the highs but AI capex cycle just entered year three. Pullback is the gift. 5. $QCOM ~$204 | Buy zone: $180–$190 Jensen just publicly endorsed $QCOM. ByteDance ASIC deal massively underappreciated catalyst. 6. $ORCL ~$202 | Buy zone: $160–$170 Earnings tonight. Cloud RPO backlog growing 80%+. Bears get destroyed after this print. 7. $INTC ~$106 | Buy zone: $80–$90 Google sourcing 3M chips in 2028. Turnaround trade with explosive upside from here. 8. $GOOG ~$360 | Buy zone: $300–$320 AI Search monetization + cloud + Waymo. Most undervalued hyperscaler on the board. 9. $MSFT ~$400 | Buy zone: $360–$370 Copilot enterprise rollout just hit NHS 505K employees. Azure AI is compounding daily. 10. $META ~$586 | Buy zone: $520–$530 $145B capex plan + Llama dominance = AI moat nobody's pricing in correctly right now. 11. $AAOI ~$163 | Buy zone: $100–$120 Optical interconnects are the AI bottleneck. AAOI is the pick-and-shovel inside the wall. 12. $LITE ~$807 | Buy zone: $600–$700 Northland just raised PT to $1,200. Photonics supercycle is real and Lumentum owns it. 13. $PLTR ~$132 | Buy zone: $120–$125 85% YoY revenue growth. US gov + enterprise flywheel locked in. Dip buyers always win. 14. $MRVL ~$264 | Buy zone: $180–$200 Jensen called it the next trillion-dollar company. S&P 500 inclusion = forced buying incoming. 15. $AMD ~$461 | Buy zone: $360–$380 MI300X shipments accelerating. Hyperscaler diversification away from NVDA benefits AMD most. 16. $IREN ~$53 | Buy zone: $30–$35 Nvidia took a 30M share option at $70. That's a floor signal from the most credible source. 17. $NBIS ~$214 | Buy zone: $160–$170 Hyper-growth AI cloud. $1.7B UK expansion. BofA just raised PT to $280. Too cheap here. ♻️ RESHARE this post and write 1 comment, I'll DM you my top 3 for 10x-20x we can buy later this month.

@investmentguru_Jun 10, 2026 · 10:50 AM

My watchlist for the next meaningful pullback: $CRDO $AAOI $GOOG $MU $NOK $MRVL $NBIS $OKLO $RKLB $IONQ Not chasing strength here. Patiently waiting for volatility to create better risk/reward opportunities. The best entries often come when everyone else is panicking. Not a financial advice

@itsmichaelluuJun 10, 2026 · 5:28 AM

$SPY 2026 year-end targets by banks: $NVDA — $300 | Baird | May 21, 2026 $TSLA — $500 | Wedbush (Dan Ives) | Apr 23, 2026 $AMD — $665 | Barclays | Jun 1, 2026 $MU — $1,500 | Cantor | Jun 8, 2026 $ARM — $500 | Mizuho | Jun 4, 2026 $DELL — $400 | Mizuho | May 2026 $AVGO — $515 | Deutsche Bank | recent $HPE — $80 | BofA | Jun 2, 2026 $ORCL — $400 | Guggenheim | Mar 13, 2026 $QCOM — $280 | Tigress Financial | May 8, 2026 $GOOG — $460 | JP Morgan | Apr 30, 2026 $AMZN — $370 | Benchmark | Apr 30, 2026 $AAPL — $400 | Wedbush | Jun 5, 2026 $MSFT — $600 | Tigress Financial | May 6, 2026 $META — $1,015 | Rosenblatt | May 28, 2026 $AAOI — $220 | Rosenblatt | May 8, 2026 $APLD — $90 | Lake Street | Jun 9, 2026 $SNDK — $2,900 | Cantor | Jun 10, 2026 $PLTR — $230 | Wedbush | Jun 5, 2026 $NOW — $236 | Bernstein | May 6, 2026 ♻️ RESHARE this post and write 1 comment, I'll DM you my $SPY target for year end and $MU.

@investmentguru_Jun 10, 2026 · 1:58 AM

If the market gives a pullback opportunity, these are the names I would be watching closely for accumulation: $CRDO $AAOI $MRVL $GOOG $NOK All of them sit in strong structural themes — AI infrastructure, semiconductors, optical networking, and large-cap tech — and pullbacks in these names can offer attractive risk-reward entries for long-term positioning. Not a financial advice

@aiinvestorhqJun 9, 2026 · 9:03 PM

POV: you realise $GOOG is worth $4.5T and make $130B a year and $MU is going to make $120B in FY2027 https://t.co/GA3i76amz5

@investmentguru_Jun 9, 2026 · 6:51 PM

$CRDO $GOOG Best opportunity IMO

@investmentguru_Jun 9, 2026 · 2:05 PM

@institlpgpJun 9, 2026 · 1:22 PM

in 18 months, when OAI is public and again out of capital, How does it raise the next 80bn equity to compete with $goog Ant and OAI ipo are in a sense the beg of their capital access uncertainty They have no choice but to try to slow the industry Hitting the capital wall

@itsmichaelluuJun 9, 2026 · 10:52 AM

2 years ago, I called out $IONQ at $7 it spiked 1000% to $70+ This year, President Trump put $2 billion on more quantum stocks. Here's 6 stocks exactly like $IONQ: 1. $RGTI — Rigetti Computing Builds full-stack superconducting quantum computers via the cloud. Catalyst: $35M investment from Quanta Computer + DARPA contract Customers: AFRL, DARPA, U.S. Air Force, Quanta Computer 2. $INFQ — Infleqtion Makes neutral-atom quantum computers AND precision quantum sensors. Catalyst: Up to $100M U.S. government equity investment Customers: DoD, DARPA, NASA, $NVDA, $LMT, U.S. Navy 3. $GFS — GlobalFoundries The semiconductor foundry now manufacturing chips for quantum hardware. Catalyst: Just launched Quantum Technology Solutions + $375M U.S. award Customers: $GOOG, $MSFT, NVIDIA, PsiQuantum, Quantinuum, U.S. Government 4. $QUBT — Quantum Computing Inc. Builds photonic quantum hardware and cloud-based quantum software. Catalyst: Acquiring photonics assets to scale production platform Customers: Government agencies, research institutions, defense contractors 5. $ARQQ — Arqit Quantum Provides quantum-safe encryption software for governments and enterprises. Catalyst: $INTC partnership encryption pre-installed in Intel TDX chips Customers: Governments, militaries, telecom operators, defense organizations 6. $IBM — IBM Tech giant with 90+ deployed quantum systems and the world's top quantum software. Catalyst: $10 billion quantum investment commitment announced June 2026 Customers: Cleveland Clinic, RIKEN, $DELL, Airbus, U.S. Naval Research Lab, DESY ♻️ RESHARE this post and write 1 comment, I'll share with you my favorite play to get and my 1000% call to buy.

@investmentguru_Jun 9, 2026 · 10:38 AM

Best Top 10 stocks in market, IMO 🔹 $MU – Memory & HBM leader 🔹 $MRVL – AI networking and custom silicon 🔹 $AAOI – Optical connectivity beneficiary 🔹 $CRDO – High-speed AI infrastructure 🔹 $GOOG – AI, cloud, and one of the cheapest mega caps 🔹 $TSLA – AI, robotics, autonomy, and energy 🔹 $NBIS – NeoCloud / AI infrastructure play 🔹 $NOK – Telecom and AI network backbone 🔹 $SIVEF – Energy storage and grid modernization 🔹 $BB – Cybersecurity, IoT, and software turnaround The market continues to reward companies tied to the AI ecosystem. Chips, memory, networking, opticals, cloud infrastructure, energy, and connectivity remain the areas attracting the most capital. As always, position sizing and patience matter more than finding the next hot ticker. NOT A FINANCIAL ADVICE #AI #Stocks #Investing #GrowthStocks #StockMarket

@itsmichaelluuJun 9, 2026 · 4:47 AM

4 Reasons CPI is Most Likely Coming in Hot 1. Tariff pass-through hit in May The US-China 90-day truce was announced mid-May, but the prior tariff wave (April–May) already forced importers to reprice goods. Retailers had no choice but to pass costs through May is the first full month consumers absorbed it. 2. The Israel-Iran war is spiking energy & shipping costs Active Middle East conflict through May drove oil volatility and Strait of Hormuz disruption fears, pushing gasoline and freight costs higher. Energy is a direct CPI input and was a clear upside risk all month. 3. The chart trend is screaming re-acceleration CPI bottomed at 2.4% mid-2024 and has been grinding higher for 12 straight months. The arrow on the chart points toward 5%+. The forecast itself jumped from 3.8% to 4.2% analysts already know something is coming. 4. Shelter and services never cooled Rent, insurance, and healthcare remained sticky throughout Q1 and into May. These components are slow-moving and don't respond to tariff pauses they just compound quietly every month. If $SPY crashes then $NVDA $TSLA $AMD $ORLC $META $MSFT $MU $DRAM $NOW $BE $SNDK $GOOG will crash with it.

@investmentguru_Jun 9, 2026 · 1:02 AM

$GOOG added today at $359. Read below 👇 analysis

@investmentguru_Jun 9, 2026 · 12:09 AM

Today’s market showed encouraging resilience as buyers stepped back into AI and semiconductor names after Friday’s sharp selloff. The Nasdaq led the recovery, small caps participated, and the overall action suggests institutions are still willing to buy quality growth stocks on weakness. While rising oil prices and Middle East tensions remain near-term risks, the AI infrastructure, memory, photonics, networking, energy, and space themes continue to be the strongest long-term opportunities. With CPI data ahead, volatility is likely, but for now the market is treating pullbacks as buying opportunities rather than the start of a larger correction. Keeping some cash available while gradually adding to high-conviction names on weakness remains a prudent approach. Added recently $MRVL $CRDO $GOOG

@aiinvestorhqJun 8, 2026 · 11:59 PM

Owning index funds will NOT make you rich They’ll make you comfortable Since 2021: $NVDA +1400% $MU +1000% $AMD +400% $GOOG +250% S&P 500: +100% Indexes WON’T change your life One right position WILL https://t.co/Av8QQmG2DU

@blackpanthercapJun 8, 2026 · 6:18 PM

The Anthropic IPO math literally breaks the stock market 🤯 2 years from now. 2028. Anthropic could potentially be bigger than SP500 and Nasdaq combined. Read that again. COMBINED! There is an incredible amount of hype surrounding Anthropic’s upcoming IPO, but to truly grasp the sheer scale of the AI boom happening right now, you have to look at the math. And frankly, the math is starting to look like science fiction. Anthropic’s annualized revenue has been growing at 10× per year since reaching $1B, outpacing OpenAI’s growth of 3.4× per year. In early 2026, Anthropic’s annualized revenue run rate was around $9 billion. By May, it had exploded to $47 billion. Their private valuation is now sitting right on the edge of the trillion-dollar club at $965 billion. They aren't just growing; they are compounding at a rate that traditional software companies couldn't even dream of. But what happens if we play this trajectory forward? What if Anthropic actually maintains this hyper-growth and 10x's its value over the next few years? Let’s run the thought experiment. Today (Mid-2026): At $47 billion in revenue and a $965 billion valuation, Anthropic is approaching a historic $1 trillion public debut. Mid-2027: If they 10x again, revenue hits $470 billion and valuation reaches $9.65 trillion. Anthropic becomes the undisputed most valuable company on Earth, worth roughly three times $MSFT. Mid-2028: This is the breaking point. At $4.7 trillion in revenue and a $96.5 trillion valuation, Anthropic alone would be worth the current S&P 500 ($68 trillion) and Nasdaq ($30 trillion) combined. Mid-2029: The math leaves reality entirely. At a $965 trillion valuation, a single company would be worth nearly nine times the entire global economy. Let me be completely clear: Anthropic will not swallow the S&P 500 and Nasdaq in 2028. At a certain point, hyper-growth collides with the Law of Large Numbers. You can 10x your revenue when you are scaling from $1 billion to $10 billion. But once you cross $40 billion, maintaining a 1,000% annual growth rate becomes mathematically impossible. There simply isn't enough enterprise money in the global economy to absorb that level of compounding spend year over year. The growth curve will inevitably flatten as it hits the ceiling of global enterprise budgets. I did not run these numbers to make literal stock market predictions; I run them to understand the magnitude of the AI shift. This isn't a typical tech cycle where a new software company captures a niche market. AI, specifically enterprise-grade models and coding agents like Claude, is becoming the foundational infrastructure for *every* market. Anthropic's unprecedented jump from $9 billion to $47 billion in a matter of months proves that AI isn't just being bought as a software tool; it is being bought as a replacement for raw compute hours and human labor. The fact that a single company's current trajectory could theoretically threaten the market cap of the entire US stock exchange within 24 months shows that we aren't just watching a tech company grow. We are watching the entire global economy get replatformed right now by companies like: $NVDA $GOOG $AMZN $TSLA $META $NBIS $MU $AAOI $LITE $SNDK Incredible times we are living in. -BP Please note: this is not financial advice.

@blackpanthercapJun 8, 2026 · 5:36 PM

Jensen Huang walked onstage and called $MRVL the “next trillion-dollar company.” The stock moved 32% in a single session. $56 billion in market cap. One afternoon. Everyone asked: is $MRVL really better than $AVGO? But missed the whole point. Jensen wasn’t making a product argument. He was pointing at something much larger. The AI infrastructure buildout has reached a scale where the conversation about who has the *best* product is being temporarily overridden by a more urgent one: Who has product at all? The numbers are difficult to process with normal intuition. The top five hyperscalers are projected to spend $602 billion in capital expenditures in 2026 alone. $MSFT, $META, $GOOG, and $AMZN combined are on track for over $300 billion annually, just on data center infrastructure. Global data center power consumption is expected to increase by nearly 126 GW every year through 2028. Goldman Sachs projects a 165% increase in power demand by 2030 versus 2023 levels. A typical hyperscale data center consumes as much electricity as roughly 100,000 households. The largest campuses now under construction demand approximately twenty times that. This is not a growth trend. This is a structural reordering of where energy, capital, and compute flow on a planetary scale. When demand moves at this velocity, it breaks the normal logic of competitive markets. In a normal market, the best product captures share and second place loses ground. That math requires supply to be the constant and quality to be the variable. Flip those, make quality the constant and supply the variable and the dynamic inverts completely. Everything that can handle the workload gets absorbed. The constraint isn’t who built the better chip. The constraint is who can deliver at all, at the scale being demanded, within the timelines hyperscalers are operating on. That’s the environment we’re in right now. And it’s the environment that makes the entire AI infrastructure stack; compute, networking, power, land, cooling one of the most consequential investment territories of the next decade. The Marvell moment wasn’t a product endorsement. It was a signal about the nature of the demand. When even second place becomes a trillion-dollar company, you start to understand the size of what’s coming. —BP This is not financial advice. Personal analysis. Do your own research.

@nolimitgainsJun 8, 2026 · 1:23 PM

$INTC just ripped 12% on reports that $GOOG and $NVDA are evaluating it as a backup foundry. https://t.co/PA7weKUeyk

@alphaticaioJun 8, 2026 · 1:11 PM

JUST IN: NVIDIA and Google among AI chip manufacturers evaluating Intel as potential backup to TSMC for advanced chip manufacturing. $INTC $GOOG $NVDA

@investmentguru_Jun 8, 2026 · 10:31 AM

10 Stocks I’m Concentrating In Right Now 1/ $MRVL — Marvell Technology Custom ASIC + co-packaged optics architect for the hyperscaler era. 1.6T interconnects are MRVL’s runway. Gross margins expanding. AI revenue inflecting toward $2B+ run rate. 2/ $CRDO — Credo Technology AEC is replacing DAC inside the data center. MSFT + Amazon design wins. Years ahead on power-efficient SerDes. Low float. Revenue hockey-stick forming. 3/ $AAOI — Applied Optoelectronics Pure-play 800G/1.6T transceiver manufacturer. Turning profitable. Data center revenue mix shifting. The optical inflection is NOW. 4/ $MU — Micron Technology HBM3E is the memory of AI. Every GPU cluster needs stacked DRAM. Only US-based HBM supplier — strategic moat in a deglobalizing world. HBM pricing firm. AI memory TAM expanding exponentially. 5/ $GOOG — Alphabet TPU silicon. Gemini. YouTube. Waymo optionality. Trading at a discount to $MSFT despite equal AI integration. Cloud re-accelerating. Search moat deepening. 6/ $BTDR — Bitdeer Technologies Pivoting from Bitcoin mining → AI compute hosting. Owns power — the scarcest asset in AI infrastructure. Proprietary SEALMINER chips = margin uplift vs. NVIDIA dependency. 7/ $TE — Grid Infrastructure Power delivery is the AI bottleneck nobody prices in early enough. Data center power demand doubling every 4 years. Grid hardening + AI capex = multi-year supercycle. 8/ $NOK — Nokia The unsexy backbone of the AI era. Carrier-grade optical networking + 5G RAN + private wireless. Cheap valuation. Optical Networks division inflecting. 9/ $CRWV — CoreWeave The hyperscaler alternative for AI companies that can’t wait 18 months for AWS GPU allocations. MSFT long-term contract de-risks revenue. Gross margins expanding as utilization rises. 10/ $SIVEF — Photonics / InP Substrates Indium Phosphide substrates = physical foundation of every photonic chip enabling AI bandwidth. Upstream, monopoly-like position in the photonics value chain. Most investors haven’t found this one yet. The macro thread tying all 10: Semiconductors → Memory → Photonics → Power → NeoCloud Not financial advice.

@investmentguru_Jun 7, 2026 · 1:28 PM

$MU $GOOG $NVDA $BTDR $TE

@crux_capital_Jun 6, 2026 · 8:16 PM

So much is happening We've got: > $META and $GOOG Financing news > Memory / Korea concerns > $AVGO selloff > $MRVL earnings > SpaceX IPO + compute > Rates + hike concerns > AI repricing? I unpack all my thoughts around : > what is even going on > what companies I see that are poised to do well when the tide turns > how I take advantage of the volatility > a handfull of names that are now attractive to me with charts read it if you'd like! I'll post individual small bits throughout the day today on X. It's a very in depth article https://t.co/RPrJhLG2bw

@institlpgpJun 6, 2026 · 12:33 PM

@rosyprosperity I haven’t following $goog finance strategy closely, so disco this But if they haven’t already moved to GPU conduit finance, they will For ever 10bn equity raised they can easily borrow 30bn investment grade without a corporate guaranty

@itsmichaelluuJun 6, 2026 · 12:14 PM

CEO $TSLA Elon Musk tweeted “Gamestonk!!” and $GME spiked 400% Right now, he is saying $MU is the most important company in AI, not $NVDA not $AMD not $GOOG not $NOW Perfect price to buy $MU is under $700 then hold until 2030. https://t.co/eCB27rGQaM

@itsmichaelluuJun 5, 2026 · 4:50 AM

When $SPY crashes 10%-20% this summer, everything will be on sale. Add these 16 stocks for the reversal of a lifetime: 1. $NOW — AI automates every enterprise workflow at scale Buy zone: $85–$100 | Near 52-week lows, massive AI re-rating 2. $BE — Fuel cells powering AI data centers off the grid Buy zone: $200–$220 | $ORCL deal de-risks demand story 3. $ASTS — Satellite broadband direct to your phone, globally Buy zone: $65–$70 | Post-earnings flush, thesis intact 4. $GOOG — Gemini + TPUs + Search = AI moat unmatched Buy zone: $300–$320 | Key support, 52-week low area 5. $LITE — Optical switches are the nervous system of AI Buy zone: $600–$700 | Pulled back from $1,000+, still growing 85% YoY 6. $MU — HBM memory is the oxygen inside every AI server Buy zone: $700–$750 | Key support after Broadcom-induced selloff 7. $SNDK — NAND flash storage exploding on AI inference demand Buy zone: $1,100–$1,200 | Bull flag on the weekly chart 8. $TE — Data center power infrastructure, critical AI backbone Buy zone: $6–$7 | Oversold, government energy tailwinds building 9. $RKLB — Launch provider + space systems for AI-connected satellites Buy zone: $80–$90 | Pulled back hard, $816M SDA contract intact 10. $AAOI — 800G transceivers shipping to hyperscalers at scale Buy zone: $120–$130 | Volatile beta, best entry on deep dips 11. $NVDA — Designs the GPUs that run every AI model on earth Buy zone: $165–$175 | 52-week support zone, Jensen demand still intact 12. $ONDS — Drones + autonomous rail powering AI-enabled defense Buy zone: $7–$8 | Near prior base breakout level 13. $IONQ — Trapped-ion quantum computers for post-classical AI computing Buy zone: $27–$40 | 52-week range low, government funding tailwind 14. $AMD — EPYC + MI300X chipping away at NVDA's AI market share Buy zone: $350–$360 | Key technical support from prior consolidation 15. $ARM — Architecture inside every AI chip ever designed Buy zone: $220–$240 | Pulled back from highs, royalty model scales forever 16. $ORCL — Cloud infra + AI database layer for the enterprise Buy zone: $130–$140 | Near 52-week lows pre-earnings catalyst Remember, when $SPY sells off, you should the strong companies and hold for a massive move back towards $820+ by year end. ♻️ RESHARE this post and write 1 comment, I'll DM you my $SPY contract I'm getting for 1000% winner

@institlpgpJun 4, 2026 · 9:35 PM

@PythiaR $goog bought intersect thought that was revealing

@alphaticaioJun 4, 2026 · 9:00 PM

DARK POOL SCANNER | June 4, 2026 +$1.64B dark pool buy. 462 prints ≥$5M. The lit tape bought all 8. The dark pool hedges $SPY -$2.43B. The pattern never breaks. The lit tape printed zero sellers for the first time in thirteen weeks. Every single name on the buy side. The dark pool sold $SPY -$2.43B. Dark Pool Buyers: $QQQ +$2.02B (61 prints, BOTH TAPES AGREE) $NVDA +$905M (23 prints, BOTH TAPES AGREE) $GOOGL +$400M (40 prints, ZERO dark pool sells, BOTH TAPES AGREE) $MU +$104M (39 prints, BOTH TAPES AGREE) $IWM +$100M (20 prints) Dark Pool Sellers: $SPY -$2.43B (68 prints, LIT TAPE: BUY +$2.66B) $MSFT -$339M (8 prints, $12M buys vs $350M sells) $AVGO -$30M (50 prints, LIT TAPE: BUY +$408M) The $SPY divergence. On the most unanimous lit tape day in the history of the series, the dark pool hedged the index. $SPY: +$2.66B on the lit tape. -$2.43B in the dark pool. Bought in public. Sold in the dark. On a day the lit tape had zero sellers. The divergence resolved once, on June 1, and came back immediately. It's structural. The institutions want exposure to individual names. They hedge the index off-exchange. $GOOGL: +$1.30B on the lit tape. +$400M in the dark pool with zero sells across 40 prints. Both tapes. Zero opposition. After weeks of selling Alphabet on both venues, today the distribution ended with the most complete cross-venue accumulation signal $GOOGL has shown. Not one seller on the dark pool. Not one. $NVDA: +$2.98B on the lit tape. +$905M in the dark pool. Both tapes agree. Yesterday: $1M lit buys, zero dark pool buys. Today: cross-venue consensus buy. A $5B+ swing on the lit tape and a complete reversal on the dark pool. $NVDA continues to produce the most extreme daily reversals of the series. $MSFT: -$339M with $12M in dark pool buys. Near-zero buyer interest on both tapes. $MSFT remains the persistent sell. On a day when every other mega-cap was bought, $MSFT was sold on both venues. The $MSFT distribution pattern is the longest sustained sell of the entire series. $AVGO: +$408M on the lit tape. -$30M in the dark pool. Nearly flat off-exchange. The lit tape bought $AVGO post-earnings. The dark pool is neutral. Not convinced yet. When the lit tape buys and the dark pool is flat, the conviction is on one venue, not both. The pattern from thirteen weeks: buy the individual names in public. Hedge the index in the dark. On the most bullish lit tape day ever, the dark pool did exactly what it always does. Hedged. The lit tape shows you what they're doing in public. The dark pool shows you what they're doing where they think nobody is watching. Now you're watching both. $GOOG $SPY $QQQ

@midascabalJun 4, 2026 · 6:07 PM

Top 10x Stocks for 2025 (according to subreddit r/WallStreetBets): Here you go: $RKLB ($28.67): 294 upvotes $RDDT ($178.40): 228 upvotes $BBAI ($4.44): 173 upvotes $RDW ($18.10): 172 upvotes $AMD ($125.60): 161 upvotes $LUNR ($22.08): 154 upvotes $ASTS ($24): 153 upvotes $MVST ($2.37): 143 upvotes $GSAT ($2.25): 117 upvotes $RCAT ($13.18): 112 upvotes $POET ($6.83): 99 upvotes $UBER ($64.80): 83 upvotes $ACHR ($11.38): 75 upvotes $NVDA ($145): 67 upvotes $HOOD ($41.31): 45 upvotes $GOOG ($193.25): 37 upvotes $NKE ($73.54): 36 upvotes $RIVN ($16.45): 28 upvotes $AVGO ($231.90): 27 upvotes $OKLO ($27.40): 26 upvotes $BA ($170.10): 19 upvotes $HUMA ($5.12): 18 upvotes $INTC ($20.55): 18 upvotes $RXRX ($7.79): 14 upvotes $SOUN ($20.62): 14 upvotes This list has already returned more than 50% last year. More than triple the S&P 500's return of 16.20% this year. If this helped you out, follow me for more.

@yasutaketinJun 4, 2026 · 12:51 PM

パランティア、AIPConでGoogleとの提携を含む複数の発表を実施 $PLTR ・パランティア・テクノロジーズ（PLTR）は木曜日に開催した年次のAIPConイベントにおいて、Google（ $GOOG ）（ $GOOGL ）との提携を含む複数の発表を行った。・市場取引前の時間外取引において、パランティアの株価はほとんど動かなかった。・この提携の一環として、パランティアの機能がGoogle Cloudプラットフォーム全体に統合され、Google Cloud Marketplace上でも利用可能になるとパランティアは発表した。・また、新規および既存の顧客向けにBigQueryとFoundryの間で双方向のデータフェデレーション（統合）を提供するとともに、GoogleのKnowledge CatalogとFoundryのOntology（オントロジー）の間で双方向のセマンティック交換を提供することも声明で明らかにされた。・さらに、顧客が自身のワークフローに向けてAIモデルを接続できるよう、GoogleのGeminiとパランティアのAIP（Artificial Intelligence Platform）との間でより深い接続性が確保される。・パランティアのチーフアーキテクトであるアクシャイ・クリシュナスワミは声明の中で、顧客がGoogleのKnowledge CatalogやBigQuery、Cloud Storageに対して行ってきた長年の投資と、FoundryやAIPの運用力とがこの提携によって結びつき、オントロジーを活用したAI戦略とともにGeminiの能力を解き放つことが可能になると述べた。・これとは別に、パランティアは木曜日に非上場の建設会社であるマッカーシー・ビルディング・カンパニーズと、複数年かつ数百万ドル規模の契約を締結した。・マッカーシーは、パランティアの人工知能プラットフォーム（AIP）を使用して、会社全体にわたる連携されたAIオペレーティングシステムを構築する予定である。・パランティアはまた、メキシコ最大の保険会社であるGNPセグロスとも、複数年かつ数百万ドル規模の企業向け拡張契約を締結した。・GNPセグロスは、パランティアのAIプラットフォーム（AIP）を活用して、保険金請求の不正検知、引受業務、請求効率の向上、および保険補償範囲の最適化を支援する。・同社はさらに、プライベート・エクイティの資金調達を支援するために法律事務所キアランド・アンド・エリスと契約を締結したという過去の報道内容を認めた。 https://t.co/v051xiO7E9

@alphaticaioJun 4, 2026 · 10:39 AM

Just In: IBM and Google Cloud just launched a combined AI practice. This is not a press release partnership. This is an integration. IBM Consulting Advantage is now connected to Google's Gemini Enterprise Agent Platform. That means IBM's 160,000 consultants can deploy Gemini-powered agents directly into enterprise workflows across aerospace, financial services, government, healthcare, and telecom. The technical details that matter: Red Hat OpenShift is now available directly in the Google Cloud Console. That bridges hybrid cloud and on-prem environments for regulated industries that cannot move everything to public cloud. Gemini is being integrated into IBM's watsonx Orchestrate for decision automation and into https://t.co/JjHLMqOAL2 for analytics. Two core IBM platforms now running on Google's AI. HashiCorp and Apptio are included for infrastructure automation and IT financial management. Confluent for real-time data streaming into AI systems. The pattern this week: Google announced a $84.75 billion equity raise to fund AI infrastructure. Workday made Gemini the default AI model inside its platform. Now IBM is embedding Gemini across its consulting and hybrid cloud stack. Google is not winning the AI race by having the best model. They are winning by becoming the default runtime inside the enterprise software that companies already use. Three enterprise integrations in one week. The distribution moat is being built in real time. $IBM $GOOG

@itsmichaelluuJun 4, 2026 · 4:53 AM

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 monopoly. Every data center that gets built needs their chips. Sold-out compute = perpetual backlog. Pricing power is absolute. $AMD #2 GPU for AI inference. Overflow demand from $NVDA constraints flows here. MI300X ramp continues. $AVGO Custom ASIC chips (TPUs for $GOOG, XPUs for $META). Anthropic just expanded its partnership with Google to secure TPU chips supplied by Broadcom, adding multiple gigawatts of compute capacity starting in 2027. Direct beneficiary. $MRVL Custom AI accelerators + data center networking silicon. Wins as hyperscalers diversify away from pure $NVDA dependency. MEMORY (You Can't Run Compute Without It) $MU HBM3E memory is strapped to every H100/B200. Semiconductor lead times hit 40 weeks in March 2026, with memory ICs among the most acutely constrained categories. Micron is structurally undersupplied. $SNDK NAND flash for data center storage. Constrained supply + surging demand = pricing power recovery. NETWORKING (Moving Data Between GPUs) $CRDO High-speed SerDes and AEC cables. The connective tissue between GPUs inside clusters. Hyperscaler capex = direct revenue. $ANET Ethernet switching for AI clusters. As GPU clusters scale, Arista's switches are the backbone. Recurring upgrade cycle locked in. $LITE Optical components for data center interconnects. Fiber optic components are among the most acutely constrained categories being consumed by AI buildout. Accuris $COHR Transceiver modules for hyperscale networking. Same optical bottleneck play as LITE. POWER (The Real Bottleneck) $VST Nuclear + natural gas power. U.S. data center electricity demand could drive price hikes of up to 79% in areas like Texas by 2027. Vistra owns generation assets in Texas. Pricing power is structural. CIO Dive $CEG Nuclear baseload power. Signed data center deals directly with hyperscalers. Clean, always-on power = premium pricing. $NEE NextEra announced plans to build a data center powered by natural gas with carbon capture tech and 1.2 GW of power capacity. Direct AI infrastructure play. Wikipedia $GEV Gas turbines + grid infrastructure. Every new data center needs grid upgrades. Massive backlog through 2027+. $ETN Power management and electrical infrastructure. Every data center that gets built runs through Eaton's switchgear and UPS systems. DATA CENTER BUILDERS / OPERATORS $EQIX Largest global colocation operator. Data center space scarce through at least 2027 = pricing power for every square foot Equinix owns. KKR $DLR REIT with global data center footprint. Occupancy stays pinned near 100% in this supply-constrained environment. $APLD Pure-play AI data center builder. Just signed a $5 billion, 15-year lease with a hyperscaler for 200MW of AI/HPC infrastructure. Pipeline is locked. sec $IREN High-performance compute infrastructure. Pivoting from Bitcoin mining to AI GPU hosting. Low-cost power + existing infrastructure. CLOUD HYPERSCALERS (Resell the Compute) $MSFT Plans to increase total AI capacity by over 80% and roughly double its data center footprint over the next two years. Azure is the distribution layer for compute. CIO Dive $GOOG $175–185B in capex guided for 2026. GCP is capacity-constrained. Every dollar of sold-out GPU time flows through Google Cloud. Futurum Group $AMZN $200B in capex projected for 2026. AWS is the dominant cloud. Sold-out compute environments compress margins upward. Futurum Group $META Targeting over 10 GW of total capacity by end of 2026 with capex exceeding $100B. Trains its own models in-house. Vertically integrated AI compute. ♻️ RESHARE this post and write 1 comment, I'll DM you my favorite 3 which hasn't exploded yet.

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