Alphatica — Moonshot AI released Kimi K3 overnight. 2.8 trillion parameters. 70% cheaper than Anthropic's Fable 5.
The market is calling it the second DeepSeek moment.
We saw this movie bef…↗
Jul 18
Midas — Leopold Aschenbrenner, the trader who turned $225M into $20B in just one year, is betting BIG against AI chips.
He has opened massive short positions on the following company:
1…↗
Jul 17
KawzInvests 🦑 — Did Kimi just start another DeepSeek moment?
Kimi released the largest open weight model ever yesterday. It scored 57 on the Artificial Analysis index, 3 points behind Claude Fabl…↗
Jul 17
unusual_whales — Jensen Huang's of Nvidia, $NVDA, jacket just auctioned for nearly $1 million at Sotheby's.↗
Jul 17
Alphatica — DARK POOL SCANNER | July 17, 2026 · Weekly OPEX
+$15.96B net buy. Largest dark pool buy of the series. All eight top names net positive. $MU +$5.0B. Tuesday: -$15.7B. Today: +$5.0…↗
Jul 17
Alphatica — +$2.35B. $NVDA +$3.77B. Yesterday -$762M. Flipped. $QQQ +$369M. Yesterday $0 lit buys. Now bought. $GOOGL -$1.37B. $LLY -$538M. $MU -$30M. The unwind slowed to a stop. Weekly OPEX.…↗
Jul 17
Alphatica — @Apo__strophe $NVDA is going to have competition issues soon. Not in the margins YET though.↗
Jul 17
Michael | Hypermarkets — Its actually $NVDA and 3 reasons here:
1. Compute — it is the compute. When the world says "AI compute," it means NVIDIA. GPUs are the industry standard for training and inference…↗
Jul 17
BMSInvests — 🚨👀 Rafael Chairman on $ONDS:
🗣️ “To run forward and lead on a global scale, we must continue recruiting the best engineers and scientists in Israel. In principle, Elbit or othe…↗
Jul 17
Shay Boloor — @FuturumEquities $NVDA, $AMD, $AVGO and any future architectures will compete to determine who wins the next phase of AI but almost all of them will still need $TSM to manufacture…↗
Jul 17
TheValueist — $NVDA $MU $SNDK $LITE It’s all a race to the bottom for the SOTA frontier closed LLM providers. Dario knows this fact, and was part of the rationale driving his “innovate, then reg…↗
Jul 17
Wayne Liang — The future is on sale right now.
AI Semis:
$MRVL -43%
$MU -31%
$NVDA -14%
$SNDK -40%
Neocloud:
$CIFR -44%
$CRWV -47%
$IREN -53%
$NBIS -40%
Space:
$ASTS -57%
$FLY -70%
$RKLB -…↗
Jul 17
unusual_whales — Apple, $AAPL, has overtaken Nvidia, $NVDA, as the most valuable company in the world. https://t.co/By208I3xgk↗
Jul 17
Alex A.C. — If this doesn't look GIGA BULLISH for AI demand for the very long-term to you, I don't know what 😱🔥🔥
"GPU demand does not disappear once pre-training is complete. AI agents MU…↗
Jul 17
Serenity — Agreed! It’s nice to remember your thesis during a market crash.
From my own personal thesis, if $AAOI hits $1.4B quarterly revenue start of Q3 2027. Which is annualized $5.6B off…↗
Jul 17
Shay Boloor — @VanquishTrader $NVDA will reclaim the title very quicky..↗
Jul 17
Alphatica — ✅ $AAPL dethrones $NVDA as the world's most valuable company in the world. We gave this channel the heads up in early June.↗
Jul 17
JC Investing — Big AI names are getting killed this week
So much so $NVDA is giving us the middle finger https://t.co/f5dZMtpP2z↗
Jul 17
Shay Boloor — $AAPL OVERTAKES $NVDA TO BECOME WORLD'S MOST VALUABLE COMPANY https://t.co/xxdGIRzT17↗
Jul 17
TheValueist — $NVDA $MU $SNDK $LITE You will need my crystal ball for 553 days. Let’s check back in on 1/21/28.↗
Jul 17
InvestmentGuru — Friday OpEx : AI infra stocks Dumping
Options expiration Friday delivering exactly the volatility you’d expect — and semis are catching the brunt of it.
The setup: TSM smashed Q2…↗
Jul 17
TheValueist — $NVDA $MU $SNDK $LITE 2026 WORLD ARTIFICIAL INTELLIGENCE CONFERENCE: STRATEGIC, TECHNOLOGICAL, AND INVESTMENT ASSESSMENT
EXECUTIVE SUMMARY
Xi Jinping, President of the People’s R…↗
Jul 17
The Future Investors — $NVDA Jensen Huang says trillions of AI agents will drive massive demand for computing. The semiconductor industry will become the world's largest by far 🤖🚀
...and you're bearis…↗
Jul 17
rubicon59 — Why can’t $NVDA produce a leading open source AI model?↗
Jul 17
Frenchie — @MYptf1ot I already reduced high beta exposure After a violent move from my best runners $AXTI $IQE and some $VPG
I’m now focused on monitoring exposition, its going to be a hard…↗
Jul 17
TheValueist — $NVDA $MU $SNDK $LITE In ~12 months, there will be Kimi 4 with 4 trillion parameters. Sometime after that there will be an OSS LLM with 10 trillion parameters. Scaling laws are nev…↗
Jul 17
TheValueist — $NVDA $MU $SNDK $LITE 100%. $NFLX is fighting an uphill battle against GAI-generated content, especially as consumer preferences shift toward shorter videos that are even easier to…↗
Jul 16
Jose Najarro Stocks — $TSM CEO Doesn't Fully Trust the AI BOOM!! And I Find That Bullish.
Wei said customers each tell their own truth, but the aggregate isn't the full picture
"I believe every custom…↗
Jul 16
Michael | Hypermarkets — 1. $AMD ~$1200
The "legit second source" to $NVDA. Agentic AI is CPU-heavy, and EPYC owns that lane every step up the AI stack adds general-compute demand. Catalysts stacked: Adva…↗
Jul 16
Alphatica — DARK POOL SCANNER | July 16, 2026
-$4.76B net sell. Both tapes agree sell on seven names. $MU -$1.31B. $IWM -$615M. $SPY -$587M. $QQQ -$580M. $GOOGL -$545M. $NVDA -$521M. $TSM -$3…↗
Jul 16
Alphatica — -$3.97B. $QQQ -$1.04B zero lit buys. $SPY -$948M zero lit buys. $NVDA -$762M. $MU -$476M. $RIVN -$265M single print. $AAPL +$180M. The only buyer. Q3 week three.
$1.18B in buy blo…↗
Jul 16
Michael | Hypermarkets — The AI "bubble" already popped.
Average drawdown: -42% from peaks so far:
🔴 NuScale $SMR -85%
🔴 Oklo $OKLO -76%
🔴 Redwire $RDW -69%
🔴 Navitas $NVTS -63%
🔴 Oracle $ORCL -62%
�…↗
Jul 16
TheValueist — $NVDA $MU $SNDK $LITE Let’s do it. I will eventually stand this up on a B300 cluster. 2.8 trillion total parameters, which I believe is the largest OSS LLM. 1mm context is fantasti…↗
Jul 16
Shay Boloor — @VanquishTrader Wild that $AAPL is spitting distance from passing $NVDA as the worlds most valuable company↗
Jul 16
Shay Boloor — $TSM is expected to nearly double its earnings over the next three years.
TSMC does not need to predict whether the next major winner is $NVDA, $AMD, $AVGO, a hyperscaler’s custom…↗
Jul 16
Midas — Someone pls explain to me like I'm 10 years old why the stock market is CRASHING.
$MU down 6%
$SNDK down 12%
$NVDA down 2%
Has the AI bubble finally popped?↗
Jul 16
Daniel Koss — All jokes aside, I understand that many of you are hurting today.
So here is my practical advice:
1. Don’t buy short-dated calls.
2. Don’t use margin.
3. Don’t sell purely becaus…↗
Jul 16
unusual_whales — Japan is building the world's first national AI factory with Nvidia $NVDA, powered by 13,750 Vera CPUs, 27,500 Rubin GPUs, and 140 MW of data center capacity, per Bloomberg.↗
Jul 16
Nancy Pelosi Stock Tracker ♟ — Breaking: President Trump promoted more than 20 companies on his Truth Social account days after buying stock in those firms, per CNN
Here's the list:
US Steel $X
Tesla $TSLA
GE A…↗
Jul 16
unusual_whales — BREAKING: Nvidia, $NVDA, CEO Jensen Huang says the AI boom is still in its early stages, declaring, “We are at the beginning of the cycle.”↗
Jul 16
Shay Boloor — $ASML has become one of the clearest ways to invest in the global AI chip buildout because it controls one of the most important bottlenecks in semiconductor manufacturing.
Its li…↗
Jul 16
TheValueist — $NVDA $MU $SNDK $LITE Unfortunately, consolidation doesn’t diffuse commoditization. All great things for the GAI infrastructure trade.↗
Jul 16
TheValueist — $NVDA $MU $SNDK $LITE When will the $PLTR / @thinkymachines partnership be announced?↗
Jul 16
TheValueist — $NVDA $MU $SNDK $LITE THINKING MACHINES INKLING: INVESTMENT COMMITTEE ANALYSIS
EXECUTIVE ASSESSMENT
Inkling is a technically credible, strategically coherent, but commercially un…↗
Jul 16
InvestmentGuru — $TSM Q2: The Foundry Confirms the Thesis
TSMC just delivered the clearest AI capex signal of earnings season.
Q2 beat across the board: • Revenue: $40.2B (+34% YoY), above high e…↗
Jul 16
Shay Boloor — $NVDA CEO Jensen Huang says the AI cycle is “still in its early stages.” https://t.co/puN1KzlaZ4↗
Jul 16
InvestmentGuru — Best to concentrate on this stocks in this market.
$META
$GOOG
$AMZN
$AAPL
$MSFT
$ORCL
$PLTR
$NVDA↗
Jul 16
Shay Boloor — $NVDA is partnering with Japan’s Noetra to build a 140MW AI factory powered by 13,750 Vera CPUs & 27,500 Rubin GPUs.
The facility will support trillion-parameter models, AI ag…↗
Jul 16
The Future Investors — $NVDA NVIDIA and Noetra, backed by the Japanese government, will build the world’s first national AI infrastructure for physical AI, powered by 13,750 Vera CPUs, 27,500 Rubin GPUs,…↗
Midas — This AI bottleneck stock has contracts with three Mag7 companies, $META, $NVDA, and $MSFT and can explode 1000% from here.
Leopold Aschenbrenner already owns 6% of the company.
H…↗
Jul 16
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Momentum stocks are getting crushed in July. Goldman Sachs’ High-Beta Momentum Index is down 24% month…↗
Jul 16
Ben Pouladian — "Every industrial company will become a robotics company"
Jensen said it at GTC. Computex was the tell: a token factory on the desk, GPU minting tokens, CPU orchestrating, one mem…↗
Jul 15
Shay Boloor — $NVDA and Toyota are expanding their partnership into robotics, digital-twin factories and smart-city infrastructure.
Toyota will use Nvidia Drive for next-generation L2+ vehicles…↗
Jul 15
Shay Boloor — $NVDA also cut the size of its Thor robotics computer in half without sacrificing performance: https://t.co/c2DYPho6JE↗
Jul 15
Shay Boloor — $NVDA unveiled two new Blackwell-powered modules called T2000 and T3000 to bring robotics and edge AI to the mass market.
Leading robotics companies are already adopting Jetson Th…↗
Alphatica — DARK POOL SCANNER | July 15, 2026
+$1.53B net buy. $MSFT +$1.48B zero sells. $AAPL +$1.02B zero sells. $GOOGL +$685M zero sells. Alert validated. $META +$883M. $QQQ -$1.02B. $SPY…↗
Jul 15
rubicon59 — The big question is who is gonna do better from here, Google & hyperscalers or the semis like $NVDA and $DRAM vendors.↗
Jul 15
Alphatica — +$17.95B. $AAPL +$12.08B. $2.2M sells. $NVDA +$11.23B. $MSFT +$5.65B. $AMZN +$4.45B. Four names near-zero sells. $MU -$15.70B. The consistent buyer for two weeks just got unwound.…↗
Jul 15
TheValueist — $NVDA $MU $SNDK $LITE Great to have another US-based OSS LLM. Time will tell how competitive they are. NVFP4 checkpoint out of the gate. All good things for the GAI infrastructure…↗
Jul 15
Nick Colas & Jessica Rabe (DataTrek) — 2/2 ...The Mag 8 (+25%) looks similarly attractive to Software and ahead of the S&P, with $NVDA and $MSFT the most bullish calls. This fits our 2H 2026 thesis that money will r…↗
Shay Boloor — $PENG is bringing its MemoryAI KV cache server to Japan that offloads the KV cache from GPU memory so inference clusters stop buying GPUs just to get more HBM.
Worth noting that t…↗
Jul 15
Michael Sikand 🦑 — $NOK and $NVDA just launched the FIRST AI-RAN platform.
Cell towers are the new hub for planet scale compute.
- 20%+ spectral efficiency gains
- 50% targeted by 2027, 100%+ by 2…↗
Tradable Astronaut — Watch: $NVDA sitting at the gamma flip.
INFLECTION. Spot $207.3. Flip at $208.1.
Above $208: DAMPENING kicks in. Drift toward $215 pin.
Below $208: negative GEX. Dealers amplify…↗
Jul 15
Nick Colas & Jessica Rabe (DataTrek) — 2/2 ...Once sure-thing AI plays have languished ( $NVDA -10.2%, $GOOG -10.0%) and AI laggards have caught a bid ( $META +6.9%, $AAPL +5.6%). The old saying that goes “never short a…↗
Jul 15
Serenity — $NVDA CEO, Jensen Huang in Tokyo today said:
"The reports are not true. Vera Rubin is already in production. Giant amounts of production incoming"
As a flat denial to the accusat…↗
Jul 15
Shay Boloor — $AAPL is reportedly exploring AI chip acquisitions as its M2 Ultra servers struggle with more advanced workloads.
Apple is leaning on $NVDA chips through $GOOGL Cloud while its ne…↗
Jul 15
Wayne Liang — Just a shower thought...
If you look at the actual numbers of AI agents, 79% of companies have adopted them, but only 11% have them running in production.
That gap isn't AI faili…↗
Jul 15
Shay Boloor — $NVDA CEO Jensen Huang denies reports of Vera Rubin delays and says the next-generation platform is “already in production.”
He says “giant amounts” of hardware are incoming as Nv…↗
Jul 15
Antonio Costa — $IREN Appoints Former Nvidia Security Executive as Chief Information Security Officer $NVDA https://t.co/kMZmgQnVbn↗
Jul 15
Shay Boloor — $NOK will begin selling $NVDA powered AI mobile network gear in 2027 with the platform designed for Open RAN and future 6G upgrades.
Nokia says it could improve spectrum efficienc…↗
Serenity — @JJJJJ_66666 It's nuanced, $AEHR implications was more toward broader silicon photonics related ramp.
Which could include 800g/1.6T pluggables, or CPO.
If they directly named C…↗
Jul 15
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. June U.S. inflation came in much cooler than expected. Headline CPI was 3.5% YoY vs 3.8% expected, wh…↗
Jul 14
Vulture trades 🦅 — Tomorrow morning I’m loading up $200,000 in call options on a single ticker.
My biggest play since $GME $OPEN $TSLA $NVDA $AMD
Mark my words 99% of traders will miss this next $…↗
Jul 14
Jason's Chips — Morgan Stanley on NVIDIA ($NVDA): Computex keeps the bull case alive
Morgan Stanley says Nvidia’s Computex keynote/Q&A reinforced two debates that matter for the stock: Vera Rubin…↗
Jul 14
Alphatica — +$5.0B. Cool CPI day. $QQQ +$1.90B. $NVDA +$1.12B. Back to buying. $MU +$902M. $IWM -$1.11B. Small caps sold at scale. The mega-caps rallied. The small caps didn't. Q3 week three.…↗
Jul 14
unusual_whales — US official says Nvidia, $NVDA, has begun shipping powerful H200 AI chips to China, per Reuters↗
Jul 14
KawzInvests 🦑 — $AEHR (~$2.2B) reports tonight at 5pm ET.
Last earnings the stock dropped 5% after hours on a revenue miss, then ran from $52 to $126 in five weeks. Bookings crossed $92M by mid-A…↗
Jul 14
TheValueist — $NVDA $MU $SNDK $LITE Wherever it shakes out, the GAI infrastructure trade is the winner.↗
Jul 14
Tradable Astronaut — SPY holds $751 or tests $740.
NVDA clears $210 or fades back.
QQQ cracks $719 or bounces.
$SPY $NVDA $QQQ↗
Jul 14
TheValueist — $NVDA $MU $SNDK $LITE This will be an epic shakedown of the data center operators.↗
Jul 14
TheValueist — $NVDA $MU $SNDK $LITE This is the epitome of my CRAVE Thesis of GAI - Cost Reduction and Value Expansion. I have shared extensively about this axiom.↗
Jul 14
TheValueist — $NVDA $MU $SNDK $LITE What is interesting about this comment is that as OSS LLMs become more competent and require less VRAM/DRAM for a given level of output quality, a local LLM m…↗
Jul 14
Shay Boloor — Three memory makers now post higher operating margins than Nvidia:
• $MU 80%
• $SKHY 72%
• $SNDK 69%
• $NVDA 66%
The AI memory boom is becoming as profitable as the chips it supp…↗
Jul 14
Shay Boloor — $NBIS has secured a $1B+ AI compute deal with Reflection AI through 2029 providing access to $NVDA GB300 chips.
Reflection is building open-source models to compete with OpenAI an…↗
Jul 14
Ben Pouladian — First the chips.
Then the software: 2.7× more from the same racks.
Now the models themselves.
Follow the checklist and your weights ship NVIDIA-shaped.
Run them anywhere else? Pa…↗
Jul 14
Jerry Capital — $NVDA's total investments of ~$65bn to ecosystem partners is ~35% of total CY26E FCF of -$187bn or just ~17% of total CY27E FCF of $385bn https://t.co/FidFVadEeC↗
Jul 14
Jerry Capital — Everyone obsesses over each new ASIC. Meanwhile, $NVIDIA GPU revenue is up ~700x since custom AI chips first appeared. Forest or trees? https://t.co/EupKMgrlef↗
Jul 14
Serenity — So Jensen himself went out to do damage control with $NVDA delays reports apparently:
1. Jensen Huang said no delays:
- 800V and rack-to-rack optical interconnects is progressin…↗
Jul 14
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Trump says the U.S. is reinstating the blockade and will now charge a 20% fee on all cargo passing thr…↗
Jul 13
JC Investing — Everyone chases a $10m net worth
But net worth is nothing with out Cashflow
You can’t buy groceries with $NVDA stock
Don’t become @kevinxu↗
Jul 13
Michael | Hypermarkets — The entire AI trade is ON SALE.
24 stocks, avg –33% off their highs:
🔴 Oracle $ORCL –59.3%
🔴 IonQ $IONQ –49.4%
🔴 ServiceNow $NOW –49.2%
🔴 Applied Optoelectronics $AAOI –48.6%…↗
Jul 13
Michael | Hypermarkets — @FreeSites_com Maybe even more from May 2024 to June 2025. Take a look at the chart for $NVDA↗
Jul 13
Alphatica — -$7.17B. The lit tape de-risked ahead of CPI. $META -$1.36B. Profit taken. $AAPL -$819M. $NVDA -$816M. Last week's winners sold. $MU +$1.99B. The only consistent buyer. Q3 week thr…↗
Jul 13
Michael | Hypermarkets — Don't forget $NVDA crashed 4x in 1 year before exploding from $85 to $237.
$MU will be the exact same crashing from $1250 to $700 before exploding to $2500+ https://t.co/3tpaTU105…↗
Jul 13
Shay Boloor — $NVDA is now trading below 15x 2028 earning 😳 https://t.co/kv9dHk5AaS↗
Jul 13
Nancy Pelosi Stock Tracker ♟ — Breaking: Nvidia was banned from selling AI chips to China and President Trump was buying $NVDA before he reversed it
On January 6th, his account bought up to $1M of the stock
Ju…↗
Jul 13
Shay Boloor — $NVDA Vera Rubin NVL72 compute tray delivers 200 AI petaFLOPs and assembles in just one minute.
The fully liquid-cooled system combines Vera Rubin Superchips, ConnectX-9 SuperNIC…↗
Jul 13
TheValueist — $NVDA $MU $SNDK $LITE Its great that the frontier labs are taking client data privacy under greater consideration. However, they are not only training on the data itself (when allo…↗
Jul 13
Shay Boloor — $NBIS has received $NVDA Spectrum-6 102.4T Ethernet switch which is now being tested at its Finland data center.
The early access lets Nebius validate the networking stack before…↗
Jul 13
Shay Boloor — $SKHY is the most direct public bet on HBM with its $NVDA exposure and margins more tightly tied to the memory bottleneck than $MU or Samsung.
Samsung offers memory scale with con…↗
Jul 13
TheValueist — $NVDA $MU $SNDK $LITE BBG OpenAI and Anthropic monthly credit card panel data. I believe there is too much variance and noise to look at the weekly or daily data. https://t.co/H7ZZ…↗
Jul 13
Trade Whisperer — $NVDA and $MU are cheaper than Hershey
One sells chocolate and the other two builds the AI thinking layer.
The market is mispricing the future.↗
Jul 13
JC Investing — Here’s the truth:
$MU is a $1500 stock trading at $1000
$NBIS is a $100 stock trading at $220
$NVDA is a $350 stock trading at $200
$RKLB is a $40 stock trading at $80↗
Jul 13
InvestmentGuru — Better trading setup in this market
$META
$MSFT
$NVDA
$AMZN
$ORCL
$AAPL
$GOOG
$AMZN
$AVGO
$TSLA↗
Jul 13
Serenity — Just a semi recap TLDR:
- $GLW glass bridge per Morgan Stanley has potential, but hard to displace FAU (like FOCI) in short term
- $SPCX Starlink Gen 3 is scaling to 100,000 unit…↗
Jul 13
TheValueist — $NVDA $MU $SNDK $LITE I hear your perspective. Divergence of options is what makes a market. Let's see what the world looks like on 1/21/28.↗
rubicon59 — OS “use is skyrocketing.”. Good for $NVDA.
Btw, Nemotron is Nvidia AI “nuclear weapon “, which tbey are oerfectly capable of turning into frontier-capable if need be.↗
Jul 12
Wayne Liang — Bears calling AI/semis a "bubble that will pop soon" are going to learn the hard way...
$NVDA forward P/E is at ~23x. Lowest since 2019, before it was even an AI name.
(Despite r…↗
Jul 12
TheValueist — $NVDA $MU $SNDK $LITE Read this thread.↗
Jul 12
TheValueist — $NVDA NVFP4 All Day Long. Blackwell generation or later.↗
Jul 12
TheValueist — $NVDA $MU $SNDK $LITE Love it. @OpenAI @AnthropicAI frontier model knock out competition is only a good thing for the GAI infrastructure trade.↗
Jul 12
Shay Boloor — Goldman Sachs expects $SPCX Starship AI missions to reach 5,288 by 2031 with each carrying 30–50 satellites powered by one GB300-equivalent rack apiece.
That could mean millions o…↗
Jul 12
Alphatica — Introducing Lauren Hayes, our Semi Conductor, Memory and AI hardware Senior analyst.
In her first video she breaks down the full AI value chain and where we see the highest-convic…↗
Jul 12
Alphatica — WEEKLY DARK POOL RECAP | Week 17 | Q3 Week Two
Our classification algorithm called 13/17 correct. 76.5%. Top 10 by conviction: 10/10. $24.2B net buy. The dark pool bought the wors…↗
Jul 12
Shay Boloor — @FuturumEquities Wild to see $MU posting higher operating margins than $NVDA... shows how AI has made memory bandwidth even scarcer than compute design.↗
Shay Boloor — $SKHY DRAM revenue has risen more than 5x in three years as AI demand shifted from H100 clusters to memory-heavy $NVDA Blackwell systems.
HBM eats 2 to 3x the silicon per gigabyte…↗
Jul 12
Serenity — Apparently there’s a new popular trend to bearpost trillion dollar companies.
Like $NVDA or $TSM.
By finding isolating technical details, then blowing it out of proportions by cl…↗
Jul 12
Alphatica — ALPHATICA RESEARCH | MU Is 22% Below Consensus Target. Here's What Happens Next.
MU is down 15.16% in July. Up 695% over twelve months. Everyone on fintwit is asking why a stock t…↗
Jul 12
TheValueist — $NVDA $MU $SNDK $LITE I created this post well before @openclaw or @NousResearch were first released. I have thought about it a good deal since I first shared it. It is incredible…↗
Jul 12
Trade Whisperer — AI is still in diapers. Still crawling.
Everyone is debating today's AI.
I'm investing in tomorrow's AI.
Imagine the AI adulthood.
Go Long.
$MU $DRAM $SNDK $SKHY $TSM $NVDA $LITE…↗
Jul 12
rubicon59 — ASIC shmasic. $NVDA is gaining share.↗
Jul 11
TheValueist — $MU $SKHY $005930 $DRAM $EWY Soon enough. The market still doesn't appreciate that under every HBM4E and subsequent generation stack is a logic die. That logic die gets increasing…↗
Jul 11
Alex A.C. — First was $NVDA Jensen, after was Phison CEO, $DELL CEO, the $MU CEO.... and more recently the SK hynix Group CEO.... not to mention the myriad of Investing Firms, most notably Nom…↗
Jul 11
Serenity — Apparently, Korean Beauty was where all the alpha is.
APR (278470.KS) is up 529% over the past 2Y, wildly outperforming both $NVDA and $INTC.
Every female I know talks about thei…↗
Jul 11
TheValueist — $NVDA $MU $SNDK $LITE It’s been six months since I set up and built out my first @openclaw Analyst Agent. I now have 14 unique and independent agents running on multiple VPSs, cove…↗
Jul 11
TheValueist — $NVDA $MU $SNDK $LITE I’ve said this a few times before, if the value you provide is gatekeeping access or information you are in for a rude awaking in the age of GAI.↗
TheValueist — $NVDA $MU $SNDK $LITE This is a great distinction. Single-user SaaS vs. multi-user enterprise SaaS deployments. I agree. Single-user is at much greater risk of disintermediation by…↗
Jul 11
Michael | Hypermarkets — $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 wha…↗
Michael | Hypermarkets — 1/ $SMH — VanEck Semiconductor
$10K → ~$115K (2016–2026)
27.7% annualized the single best ETF of the decade
The purest AI bet on the board. $NVDA, $AVGO, $TSM sit at top weight.…↗
Jul 11
InvestmentGuru — Mag 7: The Unloved Trade Is Set Up to Snap Back
Everyone’s rotated out of Mag 7 into secondary tech and cyclicals in 2026. That crowding is exactly why the short-term setup now fa…↗
Jul 11
InvestmentGuru — The Magnificent Seven: $22 Trillion, $700 Billion, and a Reversal Nobody Priced In
$AAPL , $MSFT , $NVDA , $GOOG , $AMZN , $META , $TSLA — seven names now worth more than the GDP…↗
Jul 11
Serenity — @SpongeQuant He wouldn't have build a $1T company without pulling off all those moves.
- Gets funding from Elon -> Pisses off $TSLA going independent
- Gets funding from $MSFT ->…↗
Jul 11
The Future Investors — High revenue growth usually comes with a premium valuation 💰
$NVDA and $MU are among the few companies in the S&P 500 that combine exceptional growth with relatively low fwd…↗
Jul 11
TheValueist — $NVDA $MU $SNDK $LITE My view is that the basket of US hyperscalers will once again take up 2026 full-year capex estimates and whenever 2027 indications are given, they will be hig…↗
Jul 10
Alphatica — EDUCATIONAL POST:
MARKET MECHANICS | The 10:32 Flash Drop Explained
SPY dropped $5.15 in 60 seconds this morning. 2.3 million shares. Every mega-cap sold simultaneously. Fintwit…↗
Jul 10
Alphatica — DARK POOL SCANNER | July 10, 2026
+$3.29B. New largest dark pool buy of the series. $NVDA +$1.34B zero sells. Both tapes agree. $AMD +$1.30B. $QQQ +$1.32B. $SPY -$768M. Tapes disa…↗
Jul 10
Alphatica — +$14.98B. Third consecutive session above +$13B. $NVDA +$3.99B. $6.5M sells. The $326M alert validated. $AMZN -$854M. $19.6M buys. Near zero. The tape picked winners and losers. Q3…↗
Jul 10
Shay Boloor — @FuturumEquities If $NVDA Rubin Ultra rack carries ~$1.5M of HBM content versus about $156K in Blackwell then SK Hynix’s opportunity isn't just more AI systems but far more memory…↗
Jul 10
TheValueist — $NVDA $MU $SNDK $LITE I suspect the dispersion in returns of the GAI infrastructure trade compresses meaningfully in H2-2026. My gut tells me when that fully happens, and correlati…↗
TheValueist — $NVDA $MU $SNDK $LITE Watch the whole @semidoped video and read the follow-up below. Both excellent and great insight into how KV cache will be managed. @AccBalanced at @weka is de…↗
Jul 10
Midas — Here are the top stocks I found using @asymmetrix_xyz:
$NVDA
$SIVE
$NBIS
$IREN
$CIFR
$WULF
$KEEL
Follow me for more.↗
Alphatica — @alexvalv1 We just got it no? We have been chopping around for weeks. We are still within 1% of our $SPX 7462 year end target. $SPY $NVDA↗
Jul 10
InvestmentGuru — This are still good setup for next week
$META
$TSLA
$MSFT
$NVDA
$AAPL↗
Jul 10
Shay Boloor — $NVDA BACK ABOVE $210 😳 https://t.co/sFEPJ2O6Fv↗
Jul 10
Evergreen Capital — With the emergence of $SPCX and $META, the Western frontier is on the verge of expanding from 3 to 5 players. This is a phenomenal development that should have a meaningfully posit…↗
Jul 10
Alphatica — INTERNALS | 12:46 PM ET
Indexes green. +0.24% across the board. Internals red. Volume 0.46x. Breadth 0.72x. $2.17 selling for every $1 buying. The mega-cap mask returned. Q3 week…↗
Alphatica — $NVDA is now up +1.46% (+$3.00) from our Dark Pool Alert at 11:02AM.
$SPY $QQQ https://t.co/dsz3iWweDc↗
Jul 10
TheValueist — I continue to believe this, and $NVDA at the 50dma is still a damn gift. https://t.co/2MK2EsMUH4↗
Jul 10
NoLimit — Is the Jim Cramer curse finally broken???
$NVDA https://t.co/Yh6QZZNHLy↗
Jul 10
TheValueist — $NVDA $MU $SNDK $LITE It is wild how they are collecting training data for physical GAI. This is a great quick watch, and it makes lots of sense.
The AI factory: the rewiring of I…↗
Jul 10
Shay Boloor — $SKHY is expected to generate nearly $377B in annual revenue by 2028.
SK Hynix is the most direct public bet on HBM dollar content inside $NVDA AI racks multiplying across Blackw…↗
Jul 10
Alphatica — Dark pool alert. 11:02 AM.
│ 11:02:33 NVDA BUY $325,635,825 NYSE |
$326M $NVDA buy. NYSE.
Yesterday $NVDA was the only name on the board that wasn't a clear buy. Perfectly balan…↗
Alphatica — @Mr_Derivatives You have to be able to hold through the volatility. That is for any stock. $META $MU $NVDA↗
Jul 10
Shay Boloor — $SKHY has the cleanest current exposure to the memory segment where $NVDA roadmap is creating the most value.
If HBM content per AI rack climbs from the low hundreds of thousands…↗
Jul 10
TheValueist — $NVDA $MU $SNDK $LITE My Analyst Agents have gotten so good that I almost always have them give me an initial first look before I read anything of consequence. One of the greatest…↗
Jul 10
TheValueist — $NVDA $MU $SNDK $LITE EXECUTIVE CONCLUSION
The July 2026 Groundbreaker essay presents a sophisticated and highly investable tail-risk framework, but it overstates its empirical ce…↗
Jul 10
Ben Pouladian — Everyone’s still watching tokens/sec
I believe the real metric is cost per verified task
DeepSWE shows cheaper models can win the P&L. Nvidia Vera shows why CPU matters: agen…↗
Jul 10
TheValueist — $NVDA $MU $SNDK $LITE This is a great read shared by @KevinBCook . The GAI infrastructure trade is fundamentally a financing story; it’s a highly capital-intensive industry. I agre…↗
Jul 10
Shay Boloor — @FuturumEquities SK Hynix is the cleanest way to play the part of the memory market where $NVDA roadmap is creating the most value.↗
TheValueist — $NVDA $MU $SNDK $LITE Executive summary
The post is important because it frames AI infrastructure demand as broader than the usual hyperscaler and frontier-lab story. The author c…↗
Jul 9
InvestmentGuru — Bullish Calls Return to AI Semis: $MU, $SNDK, $AMD, $AVGO & $NVDA↗
Jul 9
TheValueist — $NVDA $MU $SNDK $LITE Thank you!! If you are investing in any of the companies we write-up, I highly recommend you read them. They keep getting better!↗
Jul 9
Alphatica — +$18.44B. Largest net buy of the series. $SPY +$3.66B. $AAPL +$2.78B near-zero sells. $META +$1.43B. $MU +$1.74B. Eight buyers. Zero sellers. The institutions bought everything. Q3…↗
Jul 9
TheValueist — $NVDA $MU $SNDK $LITE What is amazing is that all of these new SOTA frontier models have still only been trained and inferenced on Blackwell generation GPUs. Rubin-based LLMs will…↗
Jul 9
Midas — Start at the top. The GPU layer.
$NVDA B300s. $AMD MI300Xs.
This is where every retail investor is staring. Fully priced. Fully covered. Nothing left on the table.
Everyone sees…↗
Jul 9
TheValueist — https://t.co/FxJqM2QMAg via @YouTube
$NVDA $MU $SNDK $LITE GPT-5.6, CHATGPT 5.6, WORK, AND GAI INFRASTRUCTURE ANALYSIS
EXECUTIVE ASSESSMENT
The core investment conclusion is th…↗
Jul 9
Midas — • Quantum computing:
$IONQ
• AI data infrastructure:
$IREN
• Modern healthcare delivery:
$HIMS
• Next-gen fintech:
$SOFI
• Semiconductor backbone of AI:
$NVDA
• AI softwa…↗
Jul 9
NoLimit — Jim Cramer on Nvidia $NVDA:
“I think you should own Nvidia and not trade it” https://t.co/Bvx0WQGdX6↗
Jul 9
TheValueist — $NVDA $MU $SNDK $LITE The new GPT-Live voice model is a solid improvement. The full-duplex capability is critical for natural language conversation and the growth of use cases.
Na…↗
Jul 9
TheValueist — $NVDA $MU $SNDK $LITE - These are smart people with oversight of 10s of thousands of employees in their portfolio companies. They are extracting value from LLMs. Anyone who thinks…↗
Jul 9
TheValueist — $NVDA $MU $SNDK $LITE The models will only keep getting better...↗
Jul 9
TheValueist — $NVDA $MU $SNDK $LITE There are many teams around the world working on this exact solution. All great things for the GAI infrastructure trade. The scaffolding and routers will only…↗
Jul 9
Ben Pouladian — Michael Burry is obviously a legend. But this GPU depreciation argument feels like accounting looking at a data center without understanding the stack.
A100s are not “dead” becaus…↗
Jul 9
InvestmentGuru — $NVDA and $AVGO just landed on Morningstar's latest "Cheap Stocks to Buy" list, putting two of the market's premier AI chip names in the unusual position of being labeled bargain…↗
Jul 9
Wayne Liang — Yes, I know something...
$WYFI Paris revenue goes live this month, which can happen at any moment now.
($160M+ contract, investment-grade customer, $NVDA GPUs, 12 months prepaid)…↗
Jul 9
Alex A.C. — Samsung 🇰🇷 joins the race for AI PCs 😌
Also, custom Memory specialized for these tasks. Competition for $NVDA ==> more fuel for the race ==> more products ==> more Mem…↗
Jul 9
amit — WHY ARE THE SEMIS UP THIS MORNING?
Well…a hyperscaler called $META just reminded the market how much they are willing to spend on capex:
- Meta plans to double its AI computing c…↗
Jul 9
InvestmentGuru — Can Anthropic Single-Handedly Save the Entire AI Industry Chain?
SemiAnalysis just dropped numbers that should reframe how you’re thinking about the AI trade.
Anthropic is tracki…↗
Jul 9
InvestmentGuru — buying opportunity in market
Photonics $AAOI $AXTI $COHR $GLW $NOK
Space $RKLB $ASTS $SPCX $RDW $SATL
NeoCloud $NBIS $CRWV $CIFR $APLD $IREN $HIVE $BTDR
Energy $OKLO $SMR $EOSE…↗
KaizenInvestor — A big thing here at Raise is sovereign AI. Rod Evans, VP supercomputing for $NVDA spoke about a big giant waking up. He said that governments in Europe are spending a lot of money…↗
Jul 9
Midas — 1) $NVDA
NVIDIA powers training. NVIDIA powers inference. NVIDIA powers every hyperscaler's data center.
The GPU is the compute engine.
Without it, the entire AI stack stalls.↗
Jul 9
Midas — Only 1 AI bottleneck has deals with all 3 Mag7 companies: $META $NVDA $MSFT and can explode 1200% from here.
Leopold already owns 6% of the company.
Here it is:↗
Jul 9
Trade Whisperer — $NVDA $TSM "Next-Gen Rosa CPU May Adopt TSMC A16 with Back-Side Power Delivery, Eyes 2028 Launch"
"TSMC’s A16 offers up to 1.10× higher chip density than N2P. Its biggest technolo…↗
Jul 9
TheValueist — $NVDA $MU $SNDK $LITE Agentic GAI and the Real Investment Edge: Reducing Bias and Workflow Friction
The most important takeaway from Annie Duke's talk is not simply that investors…↗
Jul 9
TheValueist — $NVDA $MU $SNDK $LITE Very impressive what Elon/@SpaceXAI accomplished, and it’s a race to the bottom among frontier model providers. With the mergers and IPO completed and the com…↗
Jul 9
Alex A.C. — AI Photonics 💘 VCSELs (?)
That's the reply of fren @jwt0625 to IrrationalAnalysis about the $NVDA needs (narrower linewidths) to boost modulation speed for NPO.
As me, you shoul…↗
Jul 8
Chris — Sniped the lows on $NVDA in Copy Trading Today 🎯 https://t.co/DElICgv9n7↗
Jul 8
Midas — Trump has been allegedly pumping stocks like $DELL, $MU, $INTC, and $NVDA everyday.
Now he has bought $25M of this AI bottleneck stock and almost no one knows about it.
Here's…↗
TheValueist — $NVDA $MU $SNDK $LITE THE LANGCHAIN-NVIDIA NEMOCLAW READ-THROUGH
https://t.co/gZnkKiw7gX
EXECUTIVE CONCLUSION
The LangChain/NVIDIA NemoClaw Deep Agents Blueprint should be inter…↗
Jul 8
Alphatica — DARK POOL SCANNER | July 8, 2026
+$2.54B. Largest dark pool buy of the series. $SPY +$868M. Second consecutive massive buy on a sell day. $QQQ +$832M. $TSM +$216M zero sells. Ever…↗
Jul 8
Ben Pouladian — Overheard in the @TMTBreakout chats 🤣
$NVDA https://t.co/hwPxlGexFb↗
Jul 8
Mike Investing — In 2024 I called $NVDA at $47.
Then In 2025 I called $AMD at $76.
& Finally In 2026 I called $NBIS at $73.
Now these 5 stocks have the exact setups $NVDA, $AMD, & $NBIS had.
1. C…↗
Jul 8
Antonio Costa — $NVDA nice breakout on decent volume today. Bullish MACD crossover. https://t.co/GIZc33Z3MB↗
Jul 8
Alphatica — +$13.37B. The institutions bought the worst internals of the series. $MU +$4.39B. Pre-market alert validated. $AVGO +$1.23B zero sells. $NVDA +$1.89B. Seven buyers. One seller. Q3…↗
Jul 8
JC Investing — If you haven’t been buying $NVDA under $200 You’re NGMI https://t.co/R0ZE4UIF4D↗
Jul 8
Michael Sikand 🦑 — $AAOI is down over 40% in a month.
On no information that suggests the company's ramp to $400M+ in monthly revenue isn't on track for 2027.
The market might point to dilution, in…↗
Jul 8
Jerry Capital — "Hyperscaler custom chips (like Google TPU, Amazon Trainium, Meta MTIA) have existed for years, yet $NVDA's GPU revenues have skyrocketed ~700x since 2015.
> $NVDA sales to hypers…↗
TheValueist — $NVDA $MU $SNDK $LITE $GEV Below is the correlation matrix of my key GAI infrastructure trades: 1) sorted by correlation to NVDA 2) sorted by correlation to MU 3) sorted by correla…↗
Jul 8
KaizenInvestor — Interesting discussion panel on memory with the VP memory system Research of $SKHY (Sk Hynix).
On HBM - SK Hynix is the firm leader in HBM but they do not believe it is the final…↗
Jul 8
TheValueist — @gabepereyra @lawheroezV2 $NVDA $MU $SNDK $LITE Take a blank public-to-public purchase agreement template and calculate how many tokens it takes to recreate the final filed documen…↗
Jul 8
TheValueist — $NVDA $MU $SNDK $LITE Strongly recommend learning about NVDA Dynamo if you are not familiar with it. Write-up below.
https://t.co/bHjyQ3GVR8↗
Jul 8
Lando — $IREN x $NVDA at RAISE 👀 https://t.co/fRGdTB3DlO↗
Jul 8
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #48
Daniel & I will be live today at 1PM ET exclusively on the Futurum Equities YouTube channel covering:
• Is the memory trade over for $MU, $S…↗
Jul 8
Alphatica — BREAKING NEWS:
China will reportedly permit limited purchases of NVIDIA H200 chips by top AI firms. NVDA +1% on the report.
Yesterday DeepSeek announced it is developing its own…↗
Jul 8
Wayne Liang — $WYFI anchor just got a lot stronger, and it seems like the market hasn't caught wind of it yet?
Nscale just closed a $900M credit facility (confirmed a few hours ago) syndicated…↗
Jul 8
Shay Boloor — China reportedly plans to let top AI firms buy a limited number of $NVDA H200 chips.
The approval would help ease China’s AI training chip shortage while officials continue pushin…↗
Jul 8
Shay Boloor — $TSM is one of the cleanest ways to own the AI buildout because $NVDA, $AMD, $AAPL, $AVGO, $QCOM and hyperscaler custom silicon programs all depend on the same leading-edge manufac…↗
Jul 8
Shay Boloor — @FuturumEquities $TSM remains one of the cleanest ways to own the AI trade because it benefits from almost every version of the debate investors are having.
Whether market favors…↗
Jul 8
Shay Boloor — $NVDA now trades below 20x earnings which is its cheapest valuation since early 2019 and the lowest multiple of the AI boom.
Nvidia is still the AI platform layer across GPUs, net…↗
Jul 8
Alphatica — @madtomtrading $NVDA did not make our list for Dark Pool flow yesterday.
https://t.co/xwFh2uVd3W↗
Jul 8
The Assembly — $NVDA is now trading under 20x earnings for the first time in years. https://t.co/2xVrzxyKsi↗
Jul 8
Michael | Hypermarkets — Every company partnered with $NVDA ⬇️
HYPERSCALE & CLOUD
$AMZN (AWS) — $10B+/yr cloud AI infrastructure, training and inference at scale
$MSFT (Azure) — $10B+/yr cloud GPU comput…↗
Jul 8
Michael | Hypermarkets — Remember, President Trump owns 20% equities in his portfolio and 6.5% crypto.
He wants the stock market to go up and he is buying dips.
You need to also buy dips on these 5 stoc…↗
Jul 8
Ben Pouladian — B200 is sold out at @LambdaAPI and @Vultr on-demand, forcing buyers into preemptible at $3.20–$3.95 — a 45–53% discount to list.
This scarcity premium mirrors the 2% util-avail…↗
Jul 8
TheValueist — $NVDA $MU $SNDK $LITE Tom @no_stp_on_snek is an outstanding account to follow if you want to understand what people are doing with OSS LLMs. He gives a detailed analysis of the var…↗
Jul 8
Ben Pouladian — Thank you @PatrickMoorhead for verifying directly with Jensen Huang that NVIDIA’s roadmap is intact.
In this business, relationships matter. Trust is built over decades, not quart…↗
Jul 8
TheValueist — $NVDA $MU $SNDK $LITE This earnings season, my primary objective is to identify the earliest signs of structural fatigue in the GAI infrastructure trade. Idiosyncratic outperforman…↗
Jul 8
TheValueist — $NVDA $MU $SNDK $LITE Music to my ears. We need more tangible demonstrable token consumption in addition to coding. I have no doubt many more industries will follow and the GAI inf…↗
Jul 8
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. U.S. Central Command forces have begun launching powerful strikes against Iranian targets in response…↗
Jul 8
Shay Boloor — Samsung has begun mass production of its most advanced data center SSD which will power storage in $NVDA upcoming Vera Rubin AI platform. https://t.co/JPun0VAXQN↗
Jul 7
Alphatica — -$2.01B. $NVDA +$1.19B near-zero sells. $TSLA -$1.08B zero buys. $META +$707M. The tape split on a sell day. The institutions picked names. Q3 week two.
$14.38B in buy blocks. $16…↗
Jul 7
TheValueist — $NVDA $MU $SNDK $LITE Everyone’s getting in on the action. Jehovah’s Witnesses Bought a Data Center from Kyndryl Inc. But Will Not Say What It Plans to Do With the Facility
https:…↗
Jul 7
Shay Boloor — $PENG Q3 EARNINGS
• Revenue $479M vs Est. $421M
• EPS $0.84 vs Est. $0.56
• Integrated Memory: $275M (+111% YoY)
FY27 Guidance
• Revenue 22% vs Est. 16%
• EPS $2.60 vs Est. $2.28…↗
Jul 7
Serenity — Hesai Technology, a Chinese lidar maker faces US national scrutiny over its expanded partnership with $NVDA and lidar sensors.
For $OUST, $AEVA, and Western lidar bros, this is g…↗
Jul 7
Shay Boloor — Perplexity is adopting $NVDA Vera CPUs for AI infrastructure adding another customer win as Nvidia pushes deeper into CPU workloads.
Perplexity says Vera delivers about 1.5x faste…↗
Jul 7
Alphatica — 🚨🚨DARK POOL STARTING TO GET ACTIVE
Dark pool alert. 1:49 PM.
Five consecutive dark pool buys. Four minutes. Zero sells. All NASDAQ Carteret.
$SPY BUY $95.1M (1:46 P…↗
Jul 7
Ben Pouladian — Open source runs 90 pct of Decagon workloads and just fell to 11 pct of enterprise LLM spend, down from 19
Not a paradox
Open executes the cheap tokens, frontier keeps the expens…↗
Jul 7
Michael | Hypermarkets — 200%-500% news triggers:
$MU — HBM4 ramp for $NVDA Rubin and tightening DRAM supply drive memory pricing power higher → ~late Sept 2026 (FQ4 earnings); HBM4 ramp runs H2 2026
$SN…↗
Jul 7
Antonio Costa — $NVDA is forming a bottom while MACD is displaying a positive divergence. Breakout watch over 200.63 https://t.co/hJaPM7k5Cz↗
Jul 7
TheValueist — $NVDA $MU $SNDK $LITE Legal billing rates will be compressing. Wherever you see GAI-related deflation, a portion of that pre-existing profit pool is being captured by the GAI infra…↗
Jul 7
TheValueist — $NVDA $PLTR NVIDIA + Palantir: Real Enterprise AI Stack or Strategic Narrative? New: 7/7/26.
The combined NVIDIA + Palantir enterprise AI stack is real, technically coherent, and…↗
Jul 7
Lando — @IREN_Ltd posted this on LinkedIn earlier today…
They’re literally telling us where this is going $NVDA $IREN 🚀 https://t.co/oiWMmlQaYi↗
Jul 7
Serenity — @AlzayakMoh60610 I personally think so. It feels like markets started selling off after that misleading Bloomberg $META compute article, and a couple of SemiAnalysis bear posts on…↗
Jul 7
Alex A.C. — What I said about the $NVDA "AI Project Trinity", and in the next post what Dylan Patel has said 😌
Of course bc Market is down (pure nonsense) for a week, all the normies comment…↗
Jul 7
Shay Boloor — $AMD is becoming a two-engine AI story with EPYC CPUs for the growing compute needed around agentic workloads and Instinct GPUs for hyperscalers that need a credible alternative to…↗
Jul 7
Alex A.C. — @zephyr_z9 $NVDA , come to the rescue↗
Jul 7
JC Investing — $MU is a $2000 stock trading at $950
$NVDA is a $400 stock trading at $190
$HOOD is a $200 stock trading at $110↗
Jul 7
Alphatica — JUST IN:
DeepSeek is developing its own AI chip. Reuters reports three people familiar with the matter confirm the effort is aimed at reducing reliance on NVIDIA and Huawei.
NVDA…↗
Jul 7
Shay Boloor — $NVDA is lower premarket after reports that DeepSeek is hiring chip engineers and developing its own inference chips.
Worth noting Nvidia is already restricted from selling its to…↗
Jul 7
amit — $NVDA
Nvidia is down in the premarket because DeepSeek is reportedly looking to reduce their reliance on Nvidia and Huawei by developing their own chips.
- DeepSeek has increase…↗
Jul 7
InvestmentGuru — $NVDA
Nvidia Shares Extend Decline Premarket After Reuters Report Deepseek Is Developing Its Own AI Chip, Last Down 1.5%↗
Jul 7
InvestmentGuru — Best Trading Setups on My Watchlist
$META
$AAPL
$AMZN
$TSLA
$RDDT
$MSFT
$NOW
$NVDA
$PLTR
$GOOG
These are some of the strongest large-cap setups in the current market. Most contin…↗
Jul 7
Michael | Hypermarkets — 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 p…↗
Jul 7
Michael | Hypermarkets — President Trump pumps $DELL, $NVDA and $MU everyday.
He owns up to $25M of this AI company and never once talked about it.
No one knows what this stock is except me:↗
Jul 7
Serenity — Be Samsung at $1.24T:
> market: we don’t think you can keep hiking memory prices
> proceeds to hikes dram by 20%
> releases earnings
> most profitable company in the w…↗
Jul 7
Serenity — One of the dumbest thematic selloffs I’ve seen to to date off:
- $META compute news that’s not new
- CPO delay report 1, that got refuted by $NVDA
- CPO delay report 2, that got r…↗
Jul 7
Wayne Liang — I can't believe there's still fear and bad sentiment on $NBIS.
~$50B in backlog. $27B from $META, ~$19B from $MSFT, $2B from $NVDA. Profitable since Q1, and almost $10B in cash...…↗
Jul 7
Wayne Liang — Samsung reported the highest quarterly operating profit any tech company has ever seen...
Passed both $NVDA and $AAPL.
> 89.4T won operating profit (~$58B), +1810% YoY
> Revenue…↗
Jul 7
Tigris 会讲课教授是好老师 — “It's Always the Husband” 喜欢犯罪学都知道这个流行语，这是高概率犯罪模式，如果受害人女性，杀人犯首先是亲密伴侣。
看懂这个就知道SemiAnalysis最新发布Nvidia的Rubin系统下一代的路线图断裂，搞不过AMD/Google的报告“真实动机”是什么。
一个只懂的拆解评测，所有信息都是供应链小作文小道消息，能一年年收入2…↗
Jul 7
amit — I think $NVDA is getting pretty annoyed at OpenAI and Anthropic for trying to build their own custom silicon...
The new announcement of open source models with $PLTR and the backs…↗
Jul 7
TheValueist — If I was the CEO or CTO of $DAL $HD $MCD I would much rather have $NVDA Jensen and $PLTR Karp handle my proprietary data than one of the frontier labs with all of their foibles.↗
Jul 7
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. SpaceX $SPCX will be added to the Nasdaq 100 tomorrow before the market opens, creating forced buying…↗
Jul 7
Alex A.C. — Investing firm Nomura 🇯🇵 estimates for Data Centers and Memory, from some days ago
I'm still shocked they forecast an AI Data Center (AI only!! excluding the "traditional" ones)…↗
Jul 6
Shay Boloor — @VanquishTrader $NVDA will reclaim profitability crown when it reports Q2 earnings.↗
Jul 6
Alphatica — @Erik12842625 @sweet_MF_Lou14 There has been recent conversation and a growing concern amongst our analysts about margin compression and competition. The competition part is real a…↗
Jul 6
Alphatica — 4:55 PM. Two dark pool sells in 10 seconds. Both NASDAQ Carteret. Both after hours.
│ 16:55:44 MU SELL $128,017,500 NASDAQ Carte │
│ 16:55:34 NVDA SELL $326,177,400 NASDAQ Carte │…↗
Jul 6
Michael Sikand 🦑 — $FLY is running $NVDA compute from the moon and down 53% since May?
Firefly has long been my favorite space stock and looks very attractive at $27/share ($4.5B MC).
One of its sl…↗
Jul 6
Alphatica — +$11.79B. $SPY +$4.53B. $AAPL +$2.00B zero sells. Third session. July seasonality confirmed. $MSFT -$503M. Distribution returned. Q3 week two.
$27.93B in buy blocks. $16.14B in se…↗
Jul 6
Serenity — It’s interesting to witness psychology around valuation anchoring + scarcity.
Retail, for example, are buying Figure, last valued at ~$39B through CEFs…
At $158B, since it’s priv…↗
Jul 6
Lando — $IREN will be having keynote with Rod Evan’s $NVDA this week at RAISE btw
Probably nothing NVIDIAEU 👀↗
Jul 6
The Future Investors — $NVDA Nvidia is the best-performing stock of the past 10 years 📈
$10K invested in Nvidia 10 years ago would be worth over $1.67M today 🤯
Which stock could deliver Nvidia-level…↗
Jul 6
TheValueist — $NVDA $MU $SNDK $MU I am highly comfortable saying that the majority of what you read on X is FUD, has no bearing on long-term stock prices, or is simply wrong.
-----------------…↗
Jul 6
Serenity — $NVDA refuting recent Kyber delay claims:
“Our roadmap is intact”.
lol, damage has already been done with stocks in many markets (esp. in Taiwan/Japan/Soutj Korea) crashing after…↗
Jul 6
Ben Pouladian — Everyone is suddenly an expert on Kyber PCB yields from the outside
Supply chain tea leaves matter, but they are not the whole system
Apple taught this lesson every iPhone ramp:…↗
Jul 6
Shay Boloor — $NVDA is disputing SemiAnalysis report that Kyber NVL144 has been delayed into 2028 due to manufacturability issues.
Nvidia says its AI chip “roadmap remains intact” after the rep…↗
Jul 6
Michael | Hypermarkets — You do not have to buy all of these stocks! Pick your top 3. These are all the leaders in AI, space, energy and robotics:
$MU (~$977) — HBM memory is AI's core bottleneck; every G…↗
Jul 6
Michael | Hypermarkets — Even with a small account less than $10,000 you can 10x it by 2030 by doing 3 things:
1. buy super strong companies like $MU $NVDA $SPCX $AMZN $AAPL $META $MSFT
2. buy LEAP optio…↗
Jul 6
Alphatica — BREAKING NEWS:
Broadcom and Apple just extended their technology partnership through 2031 with new multi-year agreements for custom ASIC silicon across multiple generations of App…↗
Jul 6
InvestmentGuru — $SKHY SK hynix set to begin Nasdaq ADR trading on July 10, expanding its global investor access and bringing more visibility to the semiconductor memory leader.
$TSLA continues it…↗
Jul 6
InvestmentGuru — Stocks on My Radar This Week
$SPCX for continued post-IPO accumulation
$TSLA as volatility creates swing trading setups
$NVDA as the AI leader
$MU with the memory supercycle thesi…↗
Jul 6
unusual_whales — Nvidia's, $NVDA, next-gen AI rack system delayed to 2028 on manufacturing snags, SemiAnalysis has said per CNBC↗
Jul 6
Serenity — Kelper upgrades $XFAB to "Buy" citing:
- Melexis demand strengthening “week-after-week, day-after-day” (their lead customer).
- AI giving XFAB a structural growth leg with SiC, G…↗
Jul 6
Serenity — I personally think $SIVE can be the next $LITE.
In the past few months alone, we've seen:
1. Partnerships with O-Net pushing ELS into mass production
2. $JBL 1.6T LRO mass produ…↗
Jul 6
The Future Investors — $NVDA Nvidia's next-generation Kyber NVL144 AI rack system has reportedly been delayed from 2027 to 2028 due to manufacturing challenges with a critical circuit board 🤖⏳ https://t…↗
Jul 6
Serenity — @j1nv3st Let’s just say I don’t think markets view them as objective anymore.
There’s been tendencies to post overreaching claims over a nuanced technical details. Like how $MU ha…↗
Jul 6
unusual_whales — This is interesting timing.
On July 23, 2025, Trump purchased $5 million of Broadcom, $AVGO, Meta. $META, Amazon, $AMZN, Apple, $AAPL, Microsoft, $MSFT, and Nvidia, $NVDA.
Later…↗
Jul 5
TheValueist — $NVDA $MU $SNDK $LITE If the issue is technical/rack-scale complexity rather than demand, it is long-term bullish for NVDA’s moat.
The key distinction:
• [INFERENCE, High] STRATE…↗
Jul 5
Space Investor — $NVDA is hiring an Orbital Datacenter System Architect.
Probably nothing. https://t.co/tJ8LBrV0DC↗
KawzInvests 🦑 — Fireworks is kernelmogging $NBIS and $CRWV on the exact same NVIDIA silicon. 746 tokens per second against 480 and 290.
Run the napkin math. One Fireworks GPU pushes 746 t/s while…↗
Jul 5
KawzInvests 🦑 — 275 million vehicles run on software almost no one can name. The same software runs 9 of 10 medical device makers and 8 of 10 surgical robotics platforms.
It is QNX, and it is a d…↗
Jul 5
TheValueist — $NBIS $NVDA $MU $SNDK $LITE We use Clickhouse. The amount of telemetry, observabilty, and log data my Analyst Agents create is staggering. A significantly larger volume than I expe…↗
Jul 5
Shay Boloor — POPULAR STOCKS BY PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Here’s how they stack up:
• $TSLA 4.5x
• $SPCX 3.8x
• $GOOGL 2.9x
•…↗
Jul 5
unusual_whales — Nvidia, $NVDA, has officially launched a partnership program that allows fast-growing AI startups to swap high-performance computing power for a percentage of future product and cl…↗
Jul 5
TheValueist — $2317 $NVDA $MU $SNDK $LITE EXECUTIVE TAKEAWAY
Hon Hai’s June 2026 revenue release is materially positive for the top-line trajectory, the AI infrastructure mix shift, and 2H26 op…↗
Jul 5
Michael | Hypermarkets — 24 stocks ON SALE right now and will break all time highs by Jan 1.
🔴 Micron $MU -22.3%
🔴 SanDisk $SNDK -25.9%
🔴 Western Digital $WDC -32.6%
🔴 Arm Holdings $ARM -30.4%
🔴 Inte…↗
Jul 5
TheValueist — $2317 $NVDA $MU $SNDK $LITE - Did you think it would be any different?
—————
(Bloomberg) -- Nvidia Corp.’s server assembly partner Hon Hai Precision Industry Co. reported a bigger-…↗
Jul 5
Michael | Hypermarkets — Leopold Aschenbrenner turned $250M into $6B bought $BE in 2025 at less than $100.
Remember, AI's bottleneck isn't just $NVDA chips and $MU memory. It's also power, land and grid a…↗
JC Investing — @QC_Capitals $NVDA all day long but I do like $PLTR↗
Jul 4
Shay Boloor — @fiscal_ai This is less a knock on $AMD and more a reflection of how cheap $NVDA looks to me here.↗
Jul 4
Shay Boloor — Wild to see $AMD now trading at nearly 3x $NVDA forward earnings multiple with Nvidia at ~20x despite 90% AI GPU share, 75% gross margins and a path to $1T in cumulative Blackwell…↗
Michael | Hypermarkets — He shorting $NVDA $MU $AMAT $CAT $TSLA
$NVDA – Designs GPUs powering AI computing and data centers.
REASON: Burry called Nvidia's financing arrangements "fugazi," pointing to the…↗
Jul 4
Michael | Hypermarkets — I'm sharing 10 reasons why I think he is screwed this time:
1. AI buildout is still very early to call a top. Hyperscaler capex guidance for 2026-2027 keeps getting revised up, no…↗
Jul 4
Daave “3 and 30” Tepper — what if the real signal in $meta chips strategy - buying 6gw AMD, renting their installed GPUs and continuing its own silicon - is they see the end of $nvda superiority and want to…↗
Jul 4
TheValueist — $NVDA $MU $SNDK $LITE I want to be the @michaeljburry of the bullish calendar spread GAI infrastructure trade. https://t.co/BLgqg3VQtm↗
Jul 4
CK Capital — The market is near all time highs.
But look at some of your favorite stocks.
$NVDA. ATH $236. Now $194. Down 18%.
$META. ATH $795. Now $584. Down 27%.
$TSLA. ATH $498. Now $39…↗
Jul 4
TheValueist — $NVDA $MU $SNDK $LITE You must understand China’s domestic GAI policy ecosystem if you’re investing in the GAI infrastructure trade. Read/watch/listen to what I shared, or find you…↗
Jul 3
CK Capital — No matter how the S-4 turns out, money is piling into $CCXI.
It is the only ticker in the US market that gets you a pure play humanoid company.
A robot maker, backed by $NVDA, $…↗
Jul 3
The Future Investors — $NVDA Nvidia trades at a forward P/E of just 19.7x, below the 20.4x of the S&P 500.
That's despite Nvidia being expected to grow its earnings much faster than the index 🚀
Le…↗
Jul 3
Michael | Hypermarkets — 1. $NVDA (Nvidia)
Higher tokens/sec/GPU makes each GB300 more valuable per dollar spent better effective ROI for buyers, which reinforces continued capex cycles and pricing power.…↗
Jul 3
TheValueist — $NVDA $MU $SNDK $LITE One of the most valuable features of using LLMs in investment research is that it significantly speeds up how quickly I can change my mind. Within 24 hours, o…↗
Jul 3
TheValueist — $AXTI $COHR $LITE $NVDA CURRENT CHINESE INP EXPORT-CONTROL REGIME
China’s formal InP control is not a blanket embargo; it is a discretionary licensing regime. On February 4, 2025,…↗
Jul 3
Shay Boloor — $NVDA CEO Jensen Huang said the cost of a 1GW AI factory on his architecture is ~$55B today and headed toward $100B with about half of that flowing to Nvidia per gigawatt.
Against…↗
Jul 3
amit — @DrTomsLens 1000% agree.
If the open source models win and take market share from frontier models, the biggest winners are $NVDA $PLTR $NBIS.
Nebius for distributed compute.
Nv…↗
Jul 3
Michael | Hypermarkets — 5. $SYM — AI-powered warehouse robots that pick, sort, and move inventory autonomously at massive scale.
Customers: Walmart, Associated Wholesale Grocers, major retailers/wholesal…↗
Jul 3
Michael | Hypermarkets — 16 years ago, $TSLA IPO'd at $17.
It returned 445x and transformed the car industry.
Here's 5 robotics companies that will 100x-200x exactly like $TSLA:
1. $OUST — Digital lidar…↗
Jul 3
Shay Boloor — SK Hynix's 72% operating margin roughly matches $NVDA which means the company selling the memory is earning margins on par with the company selling the GPU it plugs into.
HBM has…↗
Jul 3
TheValueist — $NVDA $MU $SNDK $LITE The same question I ask about stocks can be applied to industries. What will cause new data center builds to drop by 20% in 2027, 2028, 2029, 2030? Think thro…↗
Jul 3
rubicon59 — Jensen did not wake up a loser. $NVDA↗
Jul 3
Serenity — Be SemiAnalysis:
- Post a scathing piece on CPO delays + optical company valuations, causing a crash.
Which $NVDA, analyst desks, and major optical companies refuted
- Launch an…↗
Jul 3
Serenity — @softmaxedx I blame Semianalysis for crashing the entire photonics market for misleading CPO delay reporting that $NVDA refuted.
Alongside global journal $META recent misleading r…↗
Jul 3
TheValueist — $IREN giving off $SMCI vibes. Separately, I love this new feature in the BBG mobile app. When you search for something in the main search bar, it automatically populates relevant b…↗
Jul 3
TheValueist — $NVDA $MU $SNDK $LITE I hope people realize, structurally, this never ends. Data centers will continue to be built indefinitely globally into the future. There might be political s…↗
Jul 3
InvestmentGuru — AI remains the biggest story in the market, but leadership is clearly rotating.
Today , AI infrastructure names came under selling pressure as stocks like $NVDA, $AVGO, $MU, $CRDO…↗
Jul 2
TheValueist — $NVDA $MU $SNDK $LITE Thank you for being a subscriber and for your support! There is almost always an Executive Summary lead paragraph in everything I share, and you can start the…↗
Jul 2
Alphatica — DARK POOL SCANNER | July 2, 2026
$MSFT +$818M. Zero sells. Second consecutive session. $SPY -$1.27B. Flipped back to sell. $MCD +$572M zero sells. The dark pool is buying defensiv…↗
Jul 2
Alphatica — -$12.58B. $AAPL +$2.18B zero sells. $MSFT +$2.02B. Second buy. $MU -$4.58B. Second sell. $TSLA -$2.38B near-zero buys. The tape picked winners and losers. Q3 day two.
$19.48B in b…↗
Ben Pouladian — The tape scored Alex Karp’s CNBC hit as a crash out
Mediaite clipped “you sound pretty angry”
Futurism called it a nervous breakdown
David Sacks called it the best enterprise AI s…↗
Jul 2
TheValueist — $NVDA $MU $SNDK $LITE Momentum, especially GAI-related, is getting rocked multiple days in a row. One of the key reasons I have been such a strong advocate for using long-dated cal…↗
Jul 2
TheValueist — $NVDA $MU $SNDK $LITE Great write-up on real world impact of NVFP4 quantization. Quantization and its various flavors are subjects you certainly want to understand if you are inves…↗
Jul 2
Serenity — @supplepest What's this PTSD about SPACs? I only care about the company fundamentals.
$NVDA, Softbank, $AMZN and others don't just back some random crapco. And Foxconn is funding…↗
Jul 2
Serenity — Agility Robotics is literally the #1 humanoid player in the US in terms of commercialization today imo.
Personal Rankings:
1. Agility Robotics via $CCXI
2. $TSLA Optimus ($1T+…↗
Jul 2
Serenity — @CFc19971622 Are you stupid?
1. $JBL mass producing 1.6T LRO is revenue.
2 O-Net mass producing ELS is revenue.
3. $GFS using $SIVE as reference laser for the hyperscalers is re…↗
Jul 2
Serenity — Photonics is backed by actual revenue numbers and it's an architectural shift championed by $NVDA.
Quantum barely has any revenue.
$LITE is completely sold out for the next 2 yea…↗
Jul 2
Michael Sikand 🦑 — The dot com bubble and the AI trade look similar.
The difference is that this time the earnings are showing up, compressing valuations as investors disagree on just how impactful…↗
Jul 2
Daniel Koss — Former Head of Microsoft Azure, Middle East & Africa, and then VP Global Enterprise Sales at BrowserStack (if you don't know that name, it's huge, EVERY developer knows it) joins $…↗
TheValueist — $NVDA $SHAZ $KO $COKE NVDA is literally rerunning the same playbook Coca-Cola used to massively build its business.
https://t.co/o3rywc6M1O
---------------------------------------…↗
Jul 2
Michael | Hypermarkets — South Korea's stock market crashed -8.5% overnight.
SK Hynix and Samsung led the bleed, hit by an AI semiconductor selloff and Korea's hottest inflation print since Dec 2023.
$U…↗
TheValueist — $NVDA $MU $SNDK $LITE I am seeing many instances of people reporting solid success with @NousResearch Hermes Agent Mixture of Agents. All great things for OSS LLMs and the GAI infr…↗
Jul 2
Shay Boloor — $NVDA just introduced a new model that “opens up compute access” to startups, enterprises, researchers and regional AI players.
Instead of only selling hardware upfront, Nvidia ca…↗
Jul 2
PhotonBull — @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 Ap…↗
Jul 2
amit — Woah.
Nvidia $NVDA just created a new line of business for themselves.
So, all those neoclouds like $CRWV $NBIS $IREN $APLD $SPCX that have been getting deals with hyperscalers…↗
Jul 2
TheValueist — https://t.co/favhUcChle
$NVDA $MU $SNDK $LITE EXECUTIVE INVESTMENT VIEW
Analysis shows that Qwen3.6-35B-A3B and NVIDIA’s nvidia/Qwen3.6-35B-A3B-NVFP4 checkpoint are best interpre…↗
SandemanStocks — $NBIS great breakdown here on the potential creative financing NBIS teased. Makes total sense. $NVDA would have even more skin in the game and want neoclouds like NBIS to succeed…↗
Daniel Koss — This could be the creative financing $NBIS was teasing!!
Personally, I really like this.
1/ $NVDA will use its massive profits to give selected and proven neoclouds, probably $NB…↗
Jul 2
Antonio Costa — It seems to be good news for Rumble $RUM
$NVDA NVIDIA is ramping up partnerships with AI clouds to build massive multi-tenant AI factories with revenue-sharing models to accelera…↗
Jul 2
Michael | Hypermarkets — $NVDA
Not by a huge margin $AAPL and $MSFT are basically tied with it.
All three are the ONLY individual stocks that hit the top disclosed bracket $5M-$25M in filing.
But Nvid…↗
Jul 2
Alphatica — BREAKING | South Korean Stocks in Volatility Crisis
Kospi under pressure Thursday, triggering a temporary futures trading halt. Here's what's happening and what it means.
THE SIT…↗
Jul 2
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Meta $META is reportedly developing a cloud business called Meta Compute to sell access to excess A…↗
Jul 2
Alphatica — @Tyberious2100 There is one argument which is competition. We need to see it in the margins. $NVDA↗
Jul 1
Alphatica — Dark pool alert. After hours.
| 17:47:28 NVDA BUY $500,000,097 NASDAQ Carte │
│ 17:46:49 AMZN BUY $154,711,203 NASDAQ Carte |
$500M $NVDA buy. 5:47 PM. NASDAQ Carteret.
$155M $AM…↗
Jul 1
Alphatica — $MU -$5.27B. Four semis combined -$8.03B. $MSFT +$1.67B flipped to buy. $SPY +$3.86B. $META +$2.63B. The hardware/software split hit the block tape. Q3 day one.
$26.36B in buy blo…↗
Jul 1
unusual_whales — BREAKING: Look at this.
On July 23, 2025, Trump purchased up to $5 million of Broadcom, $AVGO, Meta, $META, Amazon, $AMZN, Apple, $AAPL, Microsoft, $MSFT, & Nvidia, $NVDA.
La…↗
Jul 1
Leandro — This video of Alex Karp $PLTR is more important than anyone may realize today
Karp criticizes the frontier models and argues that the value in enterprises will accrue to the appli…↗
Jul 1
Jerry Capital — "if the hyperscalers were to cut $NVDA out of the loop entirely, Nvidia could likely enter the cloud computing business and compete head-to-head with its
former customers"↗
Jul 1
Jerry Capital — "a midteens EPS multiple for $NVDA treats the company like a chip supplier in a GDPtype end market like autos or smartphones, rather than holding a dominant position in one of the…↗
Jul 1
Jerry Capital — $NVDA "(and its rival AMD) also offer cloud-agnostic processing, whereas any workload developed on an XPU will lock a user in with the respective hyperscaler."↗
Jul 1
Midas — Everyone missed $NVDA at $50 before it PUMPED to $200+ during the AI armsrace.
Everyone missed $MU at $100 before it PUMPED to $1000+ during the memory bottleneck.
Many will reg…↗
Jul 1
TheValueist — $PLTR $NVDA $MU $SNDK $LITE Watch this CNBC piece with Alex Karp.
https://t.co/sbKV0zex6X↗
Jul 1
Frenchie — $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 dernier…↗
Jul 1
TheValueist — $NVDA $MU $SNDK $LITE One of the best parts of X API/xurl is that it essentially makes X headless. I don't need to constantly get bombarded with information, relevant or irrelevant…↗
Jul 1
Jerry Capital — Morningstar thinks $NVDA is too cheap
"multiple quite reasonable for a business that should grow revenue and adjusted EPS by over 45% per year in the next three years according to…↗
Jul 1
Serenity — Just dropping these 3 slides from Agility Robotics ( $CCXI ) presentations.
For the US robotic program doomposters:
1. “75% of parts” - sourced from the USA
2. Just eyeballing t…↗
Jul 1
Martin Shkreli — this is just a beta selloff for $MU and $SNDK -- there is a @vector__news story out that explains plainly why $META is not going to be renting out cloud compute anytime soon. if th…↗
Jul 1
Nick Colas & Jessica Rabe (DataTrek) — 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 o…↗
Jul 1
Daave “3 and 30” Tepper — 1H was superb
had built 37% cash, but then found the market's vein again
biggest portfolio rotation here in a while over last few weeks
big new positions in $AVGO and $META
out…↗
Jul 1
TheValueist — https://t.co/YP4rcCbEbh
$NVDA $MU $SNDK $LITE As much as I dislike some of the things that @SemiAnalysis_ publishes and provides "hot takes" on, this is a damn impressive intervie…↗
Jul 1
TheValueist — $NVDA $MU $SNDK $LITE This is a key reason companies will begin migrating in force to OSS LLMs and ablated models. If I work at $GS or $LLY , for example, I damn well don't want to…↗
Jul 1
Shay Boloor — $NVDA says its AI ecosystem will contribute $485B to U.S. GDP in 2026 alone. https://t.co/lTZMabtEJ7↗
Jul 1
TheValueist — $META $NVDA $MU $SNDK $LITE Meta's AI Pivot: From Internal Infrastructure to Cloud Monetization.
Recent reports examine Meta's strategic shift from using its massive AI infrastruc…↗
Jul 1
tae kim — Friends. THERE IS NO EXCESS COMPUTE. If there was, Amazon AWS would not be raising $NVDA GPU pricing by 20%. Come on. Use your brain.↗
Jul 1
Shay Boloor — When $NVDA talks about a $20B CPU opportunity, you should immediately think $ARM because Arm collects a royalty on every Vera CPU that ships.
Its hyperscaler CPU share should keep…↗
Jul 1
TheValueist — $META $NVDA $MU $SNDK $LITE EXECUTIVE ASSESSMENT
The Bloomberg report is strategically material because it changes the interpretation of Meta’s AI infrastructure buildout from a l…↗
Jul 1
TheValueist — $NVDA $MU $SNDK $LITE $PLTR I agree with this take and believe many companies will eventually see it the same way. Once they have rebuilt and ablated an OSS LLM (e.g., GLM 5.2), th…↗
Jul 1
TheValueist — $NVDA $MU $SNDK $LITE I Bluetoothed up my Shokz running headphones to my computer so I could use my @WisprFlow dictation app more effectively. It is like my brain is literally plug…↗
Jul 1
KaizenInvestor — Monthly portfolio update.
MTD performance: -3.7%
YTD performance: 94.1%
I did not make any trades this month but allocation wise a few things has changed due to the performance o…↗
Jul 1
TheValueist — $NVDA $MU $SNDK $LITE *TRUMP: WE COULD HAVE 50% OF CHIP MARKET BY TIME I LEAVE OFFICE↗
Jul 1
TheValueist — $META $NVDA $MU $SNDK $LITE *META IS BUILDING A CLOUD BUSINESS TO SELL EXCESS AI COMPUTE
The demand for intelligence is infinite.
https://t.co/KcIVfOpQvL https://t.co/GdXuXC1FbW↗
Jul 1
Serenity — Just a random thought, leading US humanoid players strangely me of the current LLM dynamics:
Agility ( $CCXI ) kinda feels like Anthropic for robotics.
With $AMZN and $NVDA heavi…↗
Jul 1
TheValueist — $NVDA $MU $SNDK $LITE This Fable/Mythos deregulation is bullish for the GAI infrastructure trade over.
I will repeat what I previously said: when the SOTA frontier labs and close…↗
Jul 1
Michael | Hypermarkets — You missed $NVDA at $20 before it ran to $220+ for chips.
Last year, you didn't get $MU at $80 before it spiked to $1250 for memory.
You'd be super early in robotics with this 10…↗
Jul 1
amit — so Trump's annual financials came out today
he made $635M off his memecoin
then he bought a minimum of $1M of stock in companies like $AMZN $PLTR $MSFT $NVDA and $AAPL
JD Vance…↗
June 2026 · 599 mentions
Jun 30
TheValueist — $NVDA $MU $SNDK $LITE Differentiated Intelligence: Scaling Expert Judgment Through Financial Model Customization. Learnings from Bridgewater and Thinking Machines.
Research from B…↗
Jun 30
Alphatica — +$14.16B. 11 buyers. 3 sellers. Five names with zero sells. $QQQ +$4.36B. $MU +$2.92B. $SPY the lone index sell. Last day of Q2.
18,740 blocks (combined sessions). June 30, 2026.…↗
Jun 30
Jose Najarro Stocks — $NVDA NVIDIA DOES NOT STOP PUSHING THE LIMITS!!
In one month, thanks to its codesign architecture, NVIDIA has already cut token costs by up to 5x on the DeepSeek V4 model.
With g…↗
— $NVDA $MU $SNDK $LITE THE REAL LESSON FROM THINKING MACHINES AND BRIDGEWATER'S EXPERT-JUDGMENT MODEL
The most important takeaway from Thinking Machines and Bridgewater's article i…
unusual_whales — BREAKING: Michael Burry disclosed new short positions against Nvidia, $NVDA, Tesla, $TSLA, Caterpillar, $CAT, and Applied Materials, $AMAT.↗
Jun 30
Midas — HOLY SHIT
Michael Burry is betting against the markets again.
He just disclosed HUGE shorts on:
1) $NVDA
2) $TSLA
3) $CAT
4) $AMAT
Is the AI bubble starting to pop? https://t.…↗
Jun 30
Shay Boloor — @VanquishTrader I don’t know who in their right mind would short $NVDA at 18x earnings.↗
Jun 30
Shay Boloor — Michael Burry is now short $NVDA and $TSLA. https://t.co/1JDbi8GSg5↗
Mo — July Seasonality.
$SPX
Steady strength builds through the month → brief mid-month pause → historically finishes July near the highs.
$AAPL
Slow start → momentum builds into mid-…↗
Jun 30
Shay Boloor — $TSM is targeting 2029 for panel-level CoPoS packaging as AI chip scaling shifts from transistor density to packaging capacity.
CoPoS could fit more compute dies and up to 12 HBM4…↗
Jun 30
TheValueist — $NVDA $MU $SNDK $LITE The Two Harvard Dropouts Who raised $800M to take on NVIDIA https://t.co/8HtKl3jWfo via @YouTube↗
Jun 30
TheValueist — $INTC $AMD $ARM $NVDA My updated CPU tracker is attached. These are names with a high concentration of CPU-driven revenues and earnings. https://t.co/9RhbLPIheN↗
Jun 30
Jose Najarro Stocks — Amazon ($AMZN) just committed $1B to a new "Forward Deployed Engineering" unit.
The model is actually pretty smart and simple: it sends AWS engineers to sit inside your company a…↗
Jun 30
TheValueist — $NVDA $MU $SNDK $LITE Etched’s Jun 30, 2026 stealth-exit announcement is a materially stronger signal than the company’s 2024 Sohu launch because it moves the story from pre-produc…↗
Jun 30
CK Capital — Agility Robotics is going public through $CCXI, and you just have to look at who is backing it.
$NVDA. $AMZN. $SFTBY. Foxconn. $SONY.
When the biggest names in AI, cloud, and ma…↗
Jun 30
Leandro — Jensen knows that physical AI comes with multiples more computing needs that LLMs and Agentic AI and he wants to monetize it the Nvidia way:
Provide the platform (Isaac, Omniverse…↗
Jun 30
Ben Pouladian — NVIDIA just cut DeepSeek V4 token cost to roughly one-fifth in a month on Blackwell. No new chip. Same GB200/GB300 NVL72 silicon operators already own.
Four software optimizations…↗
Jun 30
Wayne Liang — @Lui_Y0 $NVDA is already at ~$5T. IMO $AMD will close that gap towards $5T MC over the next year or two. https://t.co/sFZSMU9sSB↗
Jun 30
Wayne Liang — And the valuation gap fill between $AMD / $NVDA continues. Thesis playing out nicely... onwards to $5 trillion MC. https://t.co/fUXXVMoq0E↗
Jun 30
TheValueist — $NVDA $MU $SNDK $LITE EXECUTIVE TAKEAWAY
Etched’s Jun 30, 2026 stealth-exit announcement is a materially stronger signal than the company’s 2024 Sohu launch because it moves the s…↗
Jun 30
Shay Boloor — $NVDA says Blackwell software optimizations improved DeepSeek V4 performance by ~5x in one month cutting token costs to ~20% of prior levels.
Nvidia’s value keeps compounding afte…↗
Jun 30
Serenity — Yep! Agility Robotics is currently my favorite humanoid/robotics position.
They're set to be listed on NASDAQ via $CCXI as early as September (per Digitimes).
Just for informatio…↗
Jun 30
Alphatica — 🚨🚨DARK POOL ALERT:
12:11:29 SOXX BUY $249,431,603 NASDAQ Carte
$249M $SOXX buy. NASDAQ Carteret.
The semi ETF. Last day of June. $249M accumulated off-exchange in a single pr…↗
Jun 30
Michael | Hypermarkets — 3 years ago, $SKHX was losing money, today it makes $30,000,000 a quarter almost the same as $NVDA https://t.co/W50wZTSCUM↗
Jun 30
TheValueist — $NVDA $MU $SNDK $LITE INVESTMENT COMMITTEE TAKEAWAY
LongCat-2.0 is best interpreted as a strategic systems-engineering event rather than a conventional model-release event. The re…↗
Jun 30
KawzInvests 🦑 — $PENG has been experiencing a strong rally ahead of earnings July 7. Some recent catalysts have been:
> Became an invitation-only NVIDIA AI Factory Specialized Partner. Validates…↗
Jun 30
TheValueist — $NVDA my 3rd-largest delta-dollar position in the book, behind $SNDK (1) and $MU (2). The exposure is primarily expressed through a long-dated calendar options structure: short 1/1…↗
Jun 30
Antonio Costa — $CYN was recently included in an NVIDIA article highlighting the role of simulation in advancing autonomous robotics development $NVDA https://t.co/rgtL1YQ6ex Worth watching for a…↗
Jun 30
TheValueist — $GLW absolutely rerating AGAIN. If you have been following me for some time, you know GLW has been one of my core longs, outside of $NVDA $MU $SNDK $LITE , since the middle of last…↗
Jun 30
Shay Boloor — $NVDA is expanding its China robotics team by hiring for 12+ roles across embodied intelligence, simulation and robotics implementation.
The push supports Nvidia’s GR00T, Cosmos a…↗
Jun 30
InvestmentGuru — The AI market is splitting into two worlds.
The latest $PLTR + $NVDA partnership isn’t just another AI announcement—it’s a glimpse of where the next decade of AI spending could go…↗
Jun 30
Michael | Hypermarkets — $AEHR — Reports Jul 21 ✅
Revenue: $10.3M vs Est. $10.8M ❌ | EPS: -$0.05 vs Est. -$0.07 ✅
Q4 FY2026 Guidance: Revenue $25M–$30M | Return to profitability expected
🔴 Beat estimat…↗
Jun 30
InvestmentGuru — My Top 7 Physical AI Plays
$NVDA — The Simulator
Every robot that exists today learned to walk, grasp, and navigate inside an NVIDIA simulation before touching the real world. Co…↗
Jun 30
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Palantir $PLTR and Nvidia $NVDA expanded their partnership to deliver sovereign AI for the U.S. gove…↗
TheValueist — $NVDA $MU $SNDK $LITE I’ve shared a fair bit on model routers. This is a different and also beneficial approach to drive utility out of OSS LLMs. Run the same task 3x (or more) thr…↗
Jun 29
Alphatica — DARK POOL SCANNER | June 29, 2026
$SPY -$3.18B dark pool. The sell resumed. Friday's window dressing was one session. $NVDA +$645M. $TSM +$296M zero sells. Lit: +$6B. Dark: -$2.2B…↗
Jun 29
Alphatica — The split tape. $TSLA +$1.91B near-zero sells. $MSFT -$2.45B. $NVDA +$1.75B. $SPY -$1.21B. The institutions are picking sides. Q2 close. JPM collar expired.
$31.18B in buy blocks.…↗
Jun 29
TheValueist — $NVDA $MU $SNDK $LITE Interestingly, they went with Infiniband rather than Spectrum-X Ethernet.↗
Kevin Maro — Memory stocks ( $DRAM $MU $SNDK ) have to be the closest examples of "perfect stocks" right now.
- Undervalued even after a monster run
- Growing faster than $NVDA in 2024
- Has a…↗
Jun 29
Shay Boloor — Anthropic’s Claude models are now generally available in $MSFT Foundry on Azure running on $NVDA GB300 Blackwell Ultra GPUs.
This marks the first time Nvidia and Anthropic have en…↗
Jun 29
Leandro — 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…↗
Jun 29
KawzInvests 🦑 — $BB CEO was on Bloomberg this morning
Interviewer asked about memory cost pressures. Apple and Microsoft are raising prices because of HBM. The CEO didn't flinch:
"The beauty of…↗
Jun 29
TheValueist — $NVDA $MU $SNDK $LITE I love the MU action this morning! Come back to my write-ups on deploying GLM 5.2 a year from now and look at where the MU stock price is. You must be willing…↗
Jun 29
TheValueist — $NVDA $INTC $ARM $AMD SAILBOX @sailresearchco , AGENTIC SANDBOXES, AND THE CPU SERVER DATA CENTER READ-THROUGH
EXECUTIVE SUMMARY
The core investment conclusion is that agentic AI…↗
Jun 29
Shay Boloor — $PLTR and $NVDA are expanding their partnership to bring sovereign AI to U.S. government and critical infrastructure agencies.
Palantir gives mission-critical organizations the op…↗
Jun 29
TheValueist — https://t.co/w9lFLD2BER
https://t.co/533GDSf9nI
$NVDA $MU $SNDK $LITE The other truth about OSS LLMs is that they make pompous, self aggrandizing people like this guy irrelevant…↗
Jun 29
Jason Luongo — 4. $NVDA - NVIDIA
Unveiled the full Isaac GR00T platform at GTC 2026 including the GR00T N2 foundation model previewed for year-end release. Open humanoid reference robot design w…↗
Jun 29
amit — BREAKING: Palantir $PLTR and Nvidia $NVDA expand their partnership to deliver sovereign AI for the US government and critical infrastructure agencies.
- The Partnership enables a…↗
Jun 29
InvestmentGuru — Short-Term ETF Radar
$IGV · $MAGS · $LABU
Three interesting setups on the board right now. Here’s the read:
$IGV — iShares Tech-Software ETF
→ Software is staging a comeback a…↗
Jun 29
Serenity — $GM cuts 1,000 workers and replaces them with 50 robots (Jun 22nd report)
Reports also show GM is working on a deal with $NVDA on factory robotics.
This is industry validation fo…↗
Jun 29
amit — $MU Micron is now a top 10 holding in the S&P 500 with a 1.9% weighting.
Nvidia $NVDA used to be closer to 8.5%, it’s now down to 6.99%.
Apple $AAPL used to be 7.5%, it’s n…↗
Jun 29
The Assembly — Jensen Huang, CEO of $NVDA, was right once again. https://t.co/YuPf4JP03S↗
Jun 29
InvestmentGuru — Not all Magnificent 7 stocks are the same anymore.
The AI reset has created different risk-reward profiles across the group.
• $MSFT – High-quality AI and enterprise play with lo…↗
Jun 29
Ben Pouladian — Excited to see my brothers @TheAhmadOsman @NaderLikeLadder @Baxate and @alexocheema Local Mogging Dario with frontier models on your own device
Tune in Thursday at @aiDotEngineer…↗
Jun 29
InvestmentGuru — AI semis trading at a discount — the PEG ratio doesn’t lie
While everyone chases momentum, the growth-adjusted value is sitting right here:
$AMD ~0.8x
$CRDO ~0.7x
$NVDA ~0.7x
$M…↗
Jun 28
TheValueist — $NVDA $MU $SNDK $LITE NVDA sitting at the 200dma is a damn gift. We have learned so much that is incrementally bullish on the stock since the last print. It dropped to my 3rd large…↗
Jun 28
InvestmentGuru — Rotation Watch | Names Sitting at Levels Worth Watching
If rotation starts next week — here’s where eyes should be
$PLTR — Bounced sharply Friday after hitting a fresh 52-week l…↗
Jun 28
Trade Whisperer — $NVDA was "just a gaming GPU company." AI rewrote the demand structure → $5 Trillions followed.
$MU is "just a memory company." AI & HBM are rewriting the demand structure rig…↗
Jun 28
InvestmentGuru — The Robotics Bull Run Is Here.
Every factory, every warehouse, every hospital, every battlefield, every ocean floor — being rewired with intelligent machines. Not in twenty years…↗
Jun 28
Alex A.C. — Guys, Memory frens, this is a historic day 😌 Not only that Jukan became a Micron 🐂 recently, but he's now more bullish Micron than Nvidia !!! 🔥🔥
In the Inference Era, $MU >…↗
Jun 28
TheValueist — $NVDA $MU $SNDK $LITE If you are investing in the GAI infrastructure trade, the write-ups in this thread are worth reading closely. No other investor on FinX is standing up their o…↗
Jun 28
Ben Pouladian — Now does it make sense why Google paid up for short-term compute from SpaceX?
They don’t have enough capacity to serve themselves internally, while major customers like Meta are g…↗
Jun 28
Mike Investing — In 2022, $NVDA traded at just $10 making many generational wealth.
Then in 2023, $PLTR traded at $8 which yet again made many generational wealth.
Now everyone is focused on the…↗
Jun 28
Shay Boloor — SEMICONDUCTOR STOCKS BY PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Here’s how they stack up:
• $ALAB ~3.6x
• $INTC ~2.7x
• $LRCX…↗
Jun 28
Alphatica — WEEKLY DARK POOL RECAP | Week 16 · June 22-25, 2026
Week 16. 76% accuracy. Sell signals: 11/14. The dark pool was distributing. Friday stripped for Q2 window dressing.
This week…↗
Jun 28
InvestmentGuru — The next $NVDA -style leader is hiding in plain sight.
$MU is doing exactly what the MAG 7 did before they became household names.
+346% revenue growth
+951% free cash flow growt…↗
Jun 28
Michael | Hypermarkets — $17B was invested into robotics and physical AI in Q1 2026.
That's nearly 10× more than in 2020.
These 16 companies will benefit the most:
1. $OUST – $42.02 52wk: $16.40–$51.50…↗
Jun 28
TheValueist — $NVDA $MU $SNDK $LITE GLM-5.2 NVFP4: VLLM VS SGLANG ENGINE COMPARISON
KEY FINDINGS
The GLM-5.2 NVFP4 benchmark supports a regime-specific conclusion rather than a universal engin…↗
Jun 28
TheValueist — $NVDA $MU $SNDK $LITE A major incremental use case for open-source and open-weight LLMs is the ability to run controlled ablations across the model stack. In this context, ablation…↗
Jun 27
Michael | Hypermarkets — @Mr_Derivatives Great can’t wait for $NVDA @JP_Money_95630 @market_sleuth↗
Jun 27
CK Capital — The robotics wave is coming and the amount of money about to pour into this sector is going to be staggering.
This is one of those cycles you will look back on and wish you got in…↗
Jun 27
TheValueist — https://t.co/nWMR3bAG59
$NVDA $MU $SNDK $LITE This is critical reading and understanding for the GAI infrastructure trade. LiteLLM is a core piece of the router infrastructure tha…↗
Jun 27
Frenchie — Le trade sur l'IA est-il mort ? (Je vous préviens c'est un mega tunnel)
>Non
Mais pour la première fois, ce n'est plus la bonne question, et il faut faire un petit voyage dans le…↗
Jun 27
CK Capital — Look at how many of the biggest names in the entire market are down crazy from their all time highs right now.
This is not just small caps bleeding. The mega caps are getting hit…↗
Jun 27
Shay Boloor — THE 5 BIGGEST BOTTLENECKS POWERING THE AI ECONOMY
The way I'm thinking about AI winners today is that the market is moving beyond the simple question of which mega-cap company spe…↗
Jun 27
Lawrence McDonald — S&P 500 equal weight, on all-time highs Friday
Drawdowns Achieved Last Week
Microsoft $MSFT -36%
Meta $META -31%
Tesla $TSLA -24%
Nvidia $NVDA -19%
Google $GOOGL -19%
Amazon…↗
Jun 27
Shay Boloor — One of the biggest requests I’ve gotten is for more short-form video content so nearly two months ago we relaunched the Futurum Equities YouTube channel.
So far, we’ve covered:
•…↗
Jun 27
Trade Whisperer — $MU You know what's the craziest thing about Micron right now?
$NVDA hit $3T at $30B/qtr and 75% gross margins.
$MU just guided $50B at 86% gross margins.
1.7x the revenue. High…↗
Jun 27
Michael | Hypermarkets — $MU is worth $1 trillion but it will overtake $NVDA by $4-$5 trillion by 2030: https://t.co/n2RnI0Dwaw↗
Jun 27
TheValueist — $NVDA $MU $SNDK $LITE INVESTMENT VIEW
DeepSpec and DSpark are best characterized as an inference-efficiency and serving-stack release, not a new frontier-model capability release.…↗
Jun 27
InvestmentGuru — The Memory Supply Chain — Every Link Matters
AI memory isn’t just about one company. It’s an entire ecosystem where every player has a role.
$MU – High-bandwidth memory (HBM) and…↗
Shay Boloor — 10 SMALL-CAP NAMES UNDER $5B WORTH WATCHING
1. $CLPT navigation platform for neurosurgeons
2. $OSS rugged edge compute for the battlefield
3. $OUST eyes & perception for physical…↗
Jun 27
Frenchie — @DFintelligence STM est bien positionné (cf les mappings fait pas JPM et d’autres firmes) a plusieurs étages sur les humanoids robots et notamment avec des contrats hyper solides a…↗
Jun 27
rubicon59 — Jensen did not wake up a loser. $NVDA↗
Jun 27
The Future Investors — The headlines: "The market is expensive. Are we in a bubble?" 📰📺
Meanwhile, several Big Tech stocks are trading at their lowest fwd P/E multiples in years:
$META: 16.7×
$MSFT: 1…↗
Jun 26
Alphatica — DARK POOL SCANNER | June 26, 2026
$SPY dark pool +$3.64B. The pattern returned. Yesterday: zero buyers. Today: zero sellers. Both tapes buy everything. Q2 window dressing.
611 of…↗
Jun 26
Alphatica — +$22.24B. All 8 buy. Zero sellers. Third time. Yesterday: -$17.88B. Today: complete reversal. Q2 window dressing.
$39.51B in buy blocks. $17.28B in sells. Net flow: +$22.24B. 31,3…↗
Jun 26
Alphatica — The $716 print is going to dominate your feed all weekend. Here's what it actually was and what actually matters heading into next week.
WHAT $716 WAS:
A 30-second intra-auction…↗
Jun 26
TheValueist — $NVDA $MU $SNDK $LITE My Analyst Agents are damn good.
-----------------
Short answer: versus the true non-quantized/base GLM-5.2 checkpoint, NVFP4 cuts the model-weight HBM footpr…↗
Jun 26
TheValueist — Agreed, $NVDA is not a charity. NVFP4 means NVDA Blackwell generation or later. It does reduce the amount of HBM required to run the model, thus reducing cost to serve, under the p…↗
Jun 26
TheValueist — $NVDA $MU $SNDK $LITE Actually decent naming convention finally. They will only keep getting better.↗
Jun 26
Nick Colas & Jessica Rabe (DataTrek) — 1/2 $NVDA's B200 chip, the cutting edge in AI hardware, is 20 million times more powerful than the Intel Pentium chips that powered the 1990s Internet boom. That almost unimaginabl…↗
Jun 26
TheValueist — $NVDA $MU $SNDK $LITE Great to hear this. NVDA is working hard at building and supporting the open source ecosystem. They released an official (given that NVDA quantized it) NVFP4…↗
Jun 26
Michael | Hypermarkets — These companies here cuased the inflation:
$MU — Memory prices spiked as HBM demand outstripped supply for AI servers.
$SNDK — NAND shortage tightened as hyperscalers hoarded sto…↗
Jun 26
Space Investor — AiRANACULUS today announced that it has been awarded a $5 million Civilian Commercialization Readiness Pilot Program (CCRPP) contract from NASA.
The effort will support technolog…↗
Jun 26
Michael | Hypermarkets — CEO $NVDA Jensen Huang says “without HBM memory there would be no AI supercomputer.”
Without $MU $WDC $SNDK SK HYNIX SAMSUNG there would be no AI. https://t.co/xwqn3iAuDn↗
Jun 26
Shay Boloor — $AMZN is reportedly raising GPU instance prices by 20% next month which is another sign that AI compute scarcity is turning into pricing power across the infrastructure stack.
$NV…↗
Jun 26
Ben Pouladian — Everyone wants TPU Co to be the Nvidia killer.
Read the role.
They are still standing up the operating company, vendor ecosystem, procurement stack, partner network, controls, an…↗
Jun 26
Michael | Hypermarkets — 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 supercy…↗
Jun 26
Serenity — @Whitepilled777 Not really, I personally still think it's undervalued. It's about MC relative to forward revenue potential.
In just that tiny timeframe for $SIVE:
- $JBL announc…↗
amit — Long post, but some thoughts on what happened in the market today…
Today was a particularly weird storm of price action because the logic going into the open was as follows:
- $…↗
Jun 25
TheValueist — $NVDA $MU $SNDK $LITE Every work product created going forward should be designed with agent consumption in mind.
That means every Excel file, PowerPoint presentation, Word docume…↗
Jun 25
JC Investing — This morning I opened a starter position into $SMH
I rolled some of my $MU profit into this to essentially de risk slightly
This will be the beginning of a multi multi year lon…↗
Jun 25
Shay Boloor — $CBRS is a very unique company because it keeps a huge amount of compute and memory very close together which helps it deliver extremely fast inference and makes the architecture w…↗
Jun 25
TheValueist — $NVDA $MU $SNDK $LITE Who knows if this is true, however, from the perspective it is, my gut reaction is that the Chinese open source models are beginning to take meaningful share.…↗
Jun 25
Shay Boloor — @FuturumEquities $MSFT on-device AI angle is still underappreciated as Microsoft works with $NVDA on Windows-based AI agents that could let more AI workloads run locally instead of…↗
Jun 25
Alphatica — DARK POOL SCANNER | June 25, 2026
$SPY -$2.95B dark pool. Day two. The pattern break accelerated. Zero buyers. Every name sold.
546 off-exchange prints. -$6.46B net sell. The hea…↗
Jun 25
Alphatica — $MU: only buyer. +$1.14B. Earnings validated. Everything else sells. $AAPL -$2.94B. $NVDA -$2.39B. $MSFT -$2.04B. Quarter-end rebalancing.
$22.02B in buy blocks. $39.90B in sells.…↗
Jun 25
Ben Pouladian — Today 3 reports, one loop.
@OpenAI Codex study: work is shifting from chat to delegation—agentic tasks burn orders of magnitude more tokens (volume +14x YoY). Exponential View (@a…↗
Jun 25
Alphatica — @JesseCr22523375 Holding $NVDA bags is not the same as holding other bags.↗
Jun 25
Frenchie — 🇨🇳 Les semi-conducteurs chinois sont en feu
Ils ont en moyenne pris 40% depuis ce post et si on retrace à Juin 2025 c’est quasiment un doublon sur toute la chaîne hardware
Auj…↗
Jun 25
InvestmentGuru — MAG 7 feeling pressure here
$AAPL
$GOOG
$MSFT
$TSLA
$NVDA
$META
$AMZN
All red today↗
Jun 25
TheValueist — $NVDA $INTC $ARM $AMD This Sail Research is a very interesting new company that provides persistent sandboxes for the coming massive CPU demand in agentic workflows. I was surprise…↗
Jun 25
Serenity — oh i think u misunderstand... I'm actually more bullish than ever as prices go down.
$SIVE at ~$1.9B MC you have:
- $GFS reference laser
- laser for Ayar and others in $NVDA NV…↗
Jun 25
Jeff York, PPT — $NVDA perhaps the 200day will be support around $190? 👀 https://t.co/wsjsqo2XPY↗
Mo — The Nasdaq is ripping after Micron earnings, yet look beneath the surface.
Every MAG7 name is down double digits this month except NVDA... and even NVDA is still negative.
Now lo…↗
Jun 25
Evergreen Capital — Not to say these debates are unwarranted (you need to have a deep view), or to pull an Ackman, but the hit rate betting on the biggest, best, well-capitalized businesses in the wor…↗
Jun 25
KawzInvests 🦑 — $BB is up 100% since I first covered it.
Had earnings today. Beat revenue by $14M. EBITDA up 144% YoY. First positive Q1 operating cash flow in 9 years.
Most people think BB is a…↗
Jun 25
TheValueist — $NVDA $MU $SNDK $LITE Fantastic video from one of the best - I am a risk manager and contingency planner. It is why I have been ubiquitous in my pronouncement for employing long da…↗
Jun 25
Jason Luongo — 7. $NVDA - NVIDIA
FY2026 revenue $215.9B, up 65% YoY. Data Center $193.7B, up ~68% YoY. Data center networking surged 142% for the full year. The undisputed backbone of AI compute…↗
Jun 25
TheValueist — $NVDA NVIDIA DFlash and the Blackwell GAI Infrastructure Moat. New: 6/25/26.
NVIDIA’s DFlash announcement is a positive, technically credible, and investment-relevant development…↗
Jun 25
TheValueist — $AVGO $CLS $TSM $NVDA Jalapeño: OpenAI and Broadcom’s Shift to Vertical Inference Infrastructure. New: 6/25/26.
Jalapeño is a material development in AI infrastructure strategy, b…↗
Jun 25
Michael | Hypermarkets — BOOKMARK this so you know when the NEXT massive earnings plays are.
$AEHR Jul 21
$ASML Jul 15
blockstack:native Jul 16
$TSM Jul 16
$TE Aug 18
$INTC Jul 23
$AMKR Jul 27
$GEV Jul 29…↗
Jun 25
Shay Boloor — $MU DRAM revenue is up 10x in less than three years showing how AI has turned memory into the bottleneck of all bottlenecks in this infrastructure buildout.
The next leg is agenti…↗
rubicon59 — There are workarounds for every layer of the AI cake it seems, includung $NVDA chips, except memory.↗
Jun 25
Kevin Maro — I've been thinking a lot about how Trump DEFINITELY wants the markets at all-time highs by July 4th so he can brag about it. It's incredibly obvious at this point that the stock ma…↗
Jun 25
InvestmentGuru — $MU + $MRVL + $CRDO
The Three Pillars of AI Infrastructure You Want to Hold
THE MEMORY-TO-NETWORKING TRIO |
Every dollar flowing into AI data centers has to pass through these…↗
Jun 25
TheValueist — If you are investing in any part of the GAI infrastructure trade, I highly highly highly recommend you listen to the entire $MU earnings and callback calls. The analysts asking que…↗
Jun 25
InvestmentGuru — $MU EARNINGS
Earnings Breakdown — Not Just a Beat. A Statement.
THE NUMBERS
➡️ Revenue: $41.46B vs $35.25B est — beat by ~17%
➡️ Non-GAAP EPS: $25.11 vs $20.28 est — beat by 2…↗
Jun 24
Michael | Hypermarkets — $MU is the biggest bottleneck for AI infrastructure.
It's revenue increased 346% in 1 year.
Here's 20 AI bottleneck stocks to buy:
Memory / Storage
1. $MU — HBM monopoly w/ SK…↗
Jun 24
amit — @pugzoo1 even if not, if volume is sustained and margins go down, EPS may still continue growing nicely
but yes 86% is better than $NVDA which doesnt seem sustainable↗
Jun 24
rubicon59 — As open source AI gains share, $NVDA gains market power.↗
Jun 24
Ben Pouladian — $MU didn’t just beat. It repriced the entire memory complex.
EPS $25.11 vs ~$20.8
Rev $41.46B vs ~$35.9B
Next Q guide: ~$50B revenue at ~86% GM
This isn’t your grandfather’s Idah…↗
Jun 24
The Assembly — According to Jensen Huang, CEO of $NVDA, $MRVL can 4x from here and reach a market cap of $1 trillion.
Do you agree? https://t.co/HjrKro85Qf↗
Jun 24
Gaetano — One of the most investible layers in Physical AI today is Edge Compute
Some companies in this space include:
$QCOM $AMBA $HON $LSCC $OSS $NVDA $BZAI etc.
Some are too big for th…↗
Jun 24
PhotonBull — If saving the market had a trophy
$MU $NVDA https://t.co/QHmUkxmx58↗
Jun 24
Alphatica — $MU: -$5.53B. Zero buys. The largest single-name sell of the series. Earnings tonight. $7B sold in two sessions. The institutions exited.
$13.67B in buy blocks. $32.59B in sells.…↗
Jun 24
Evergreen Capital — @chat_SBC Huge TAM over time for disaggregated inference/decode ($NVDA has said ~20% of workloads). They will be one of the few who serve it.↗
Jun 24
TheValueist — $NVDA $MU $SNDK $LITE This is a very creative project!↗
Jun 24
Shay Boloor — $NVDA BACK BELOW $200 https://t.co/Qk4Mm9lW74↗
Jun 24
Evergreen Capital — @semidoped @austinsemis @vikramskr How good is MediaTek’s SerDes? How well does it perform at given IL / COM thresholds relative to $AVGO or $NVDA?↗
Jun 24
Shay Boloor — @VanquishTrader Hard to believe when we have $NVDA latest and greatest chips↗
Jun 24
CK Capital — The last week and a half has quietly been one of the biggest stretches Nokia has had in years.
Price has barely moved after all of this.
Photonics expansion. $NOK expanded its ad…↗
Jun 24
Shay Boloor — SoftBank CEO Masayoshi Son says he expects $ARM value to rise 10x as AI workloads become more CPU-intensive.
He also called $INTC manufacturing business critical as tech giants se…↗
Jun 24
Jason Luongo — 2. $NVDA - NVIDIA
Q1 FY2027 revenue $81.6B (+85% YoY). Data Center revenue $75.2B growing 92% YoY. Every major hyperscaler is spending record capex on AI infrastructure and NVIDIA…↗
Jun 24
Shay Boloor — Agility Robotics is going public via $CCXI at a $2.5B valuation and will trade under $AGLT.
The Digit humanoid robot maker is backed by $NVDA, $AMZN, SoftBank and Foxconn with Nvi…↗
Jun 24
InvestmentGuru — $NVDA AGM Day — 3 Things That Matter for the AI Chain.
$NVDA shareholders meeting is live today. Stock sitting near $200. Here’s what the smart money is watching 👇
1. Blackwel…↗
Jun 24
Daave “3 and 30” Tepper — Narrative for open source > closed api models is getting louder
Once the market realizes the implications…..
$nvda go 🌕
just silly cheap↗
Jun 24
Midas — 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…↗
Jun 24
Tech Fund — Even $NVDA A100 prices are still climbing in China (FT) https://t.co/mly70oMU6i↗
Jun 24
mon — The reason why market sell-off yesterday:
1. Chip and AI stocks had been on a massive run all year. South Korea's market was up more than 90% in 2026 and had roughly tripled over…↗
Jun 24
Michael | Hypermarkets — Management confirms 2026 HBM is fully sold out, reiterates 2027 supply is largely committed, raises FY2027 capex guidance, and flags gross margin expansion from pricing/mix.
The "…↗
Jun 24
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Markets were under pressure today, with the S&P $SPY down ~1.5%, largely due to a sharp selloff in Sou…↗
Jun 24
Vulture trades 🦅 — Tomorrow morning I’m loading up $200,000 in call options on a single ticker.
My biggest play since $GME $OPEN $TSLA $NVDA $AMD
Mark my words 99% of traders will miss this next $…↗
Jun 24
InvestmentGuru — The chip selloff isn’t broken AI — it’s a stress test.
5 catalysts that will decide if this is a reset or a reversal
- $QCOM Investor Day — edge AI, PCs, autos & data center. Har…↗
Jun 24
Alphatica — JUST IN:
Nvidia's AI chips more than double in price on China's black market, citing Chinese chip traders.
$NVDA $SMH $QQQ https://t.co/5GpmnJkNmk↗
Jun 23
BULL OF BRITAIN — Cure cancer, fix world hunger, home every homeless person, guide 1,000% yoy growth for 10 years, announce buyout by
$NVDA then we might go up 2% to then roundrip down -10% after.↗
Jun 23
amit — $GOOGL REPLACES $VZ VERIZON TO JOIN THE DOW JONES INDUSTRIAL AVERAGE.
Google now joins Amazon $AMZN, Apple $AAPL, $MSFT Microsoft, & $NVDA Nvidia as the other Mag 7's to join…↗
Jun 23
Shay Boloor — $CBRS had a good print but calling it an “Nvidia challenger” still feels aggressive with FY26 growth guided at 69%.
$NVDA is ~425x larger on revenue, growing faster and doing it w…↗
Jun 23
Trade Whisperer — $MU earnings tomorrow. The AI leader.
This is the equivalent of $NVDA earnings a couple years ago when the market hung on every word Jensen said.
Now it is Sanjay's turn. Dip, Fl…↗
Jun 23
Alphatica — $MU: +$3.49B yesterday. -$1.49B today. Zero buys. Eve of earnings. The semi complex destroyed. Seven names. All zero buys.
The buyers (two names):
$XLE +$336M (14 blocks,…↗
Jun 23
Alphatica — Semiconductors are on pace to be the most net bought global subsector for the second straight year. Net allocations at record highs.
Semi share of S&P 500 market cap is now 19%. T…↗
Jun 23
unusual_whales — Nvidia, $NVDA, has announced a warm-water cooling system that it says can dramatically reduce the amount of water a data center uses, eliminating “pretty much all water usage” insi…↗
Jun 23
Black Panther Capital — 56 of the Nasdaq-100’s 100 holdings are green today.
The index itself is down over 2%, actually closer to 2.5–3% on $QQQ.
It’s just how absurdly top-heavy this index has gotten.…↗
Jun 23
Alphatica — JUST IN:
Penguin Solutions just earned NVIDIA AI Factory Specialized Partner status.
This is invitation-only. You complete NVIDIA's training, maintain the competencies, meet the…↗
Jun 23
Shay Boloor — $PENG was named an invitation-only $NVDA AI Factory Specialized Partner adding credibility to its AI factory infrastructure work.
The designation could help Penguin win more enter…↗
Jun 23
Serenity — Nothing is more stupid than Bloomberg copying BofA playbook with KOSPI back in March.
And framing Taiwan’s $TSM ~23.6x forward p/e and $NVDA upstream supply chain as a “bubble”.…↗
Jun 23
TheValueist — $NVDA $MU $SNDK $LITE Ask yourself: 1) Is this a tape break or a thesis break? 2) For bullish positions, what will cause the security you are looking at to gap down 20% from here o…↗
Jun 23
Serenity — IMO photonics theme + CW laser chokepoint is goated.
It's legit like markets have short term memory loss and forgot how $LITE went from $3B -> $65B+ from 2024 to now.
Because $N…↗
Jun 23
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. A major end-of-Q2 rebalancing wave could hit global markets, with JPMorgan estimating institutional in…↗
Jun 22
Midas — The 7 Most Popular Stocks on X in 2026:
1) $NBIS
2) $SIVE
3) $SNDK
4) $MU
5) $TSLA
6) $NVDA
7) $AMD
Save this post for later.↗
Jun 22
Shay Boloor — $NVDA has argued that AI’s water challenge is largely solved by liquid cooling as 45°C systems allow AI factories in favorable climates to use dry coolers instead of traditional co…↗
Jun 22
Alphatica — DARK POOL SCANNER | June 22, 2026
Lit: -$8.5B. Dark: $SPY +$1.11B. The dark pool still buys $SPY. Third consecutive session. $TLT -$354M. The duration bet unwound. We called it at…↗
Jun 22
Evergreen Capital — A few thoughts after reading the Fugu white paper, which I believe has probable implications for future AI architectures and appears positive for $NVDA, DRAM $MU, $SKHynix, $Samsun…↗
Jun 22
Midas — $NVDA CEO, Jensen Huang just shouted out this potential 10x stock at a conference.
A company with a $191B market cap jumped 25% in premarket.
Here's the stock: https://t.co/1N41…↗
Jun 22
Alphatica — LIT TAPE | June 22, 2026
-$8.5B net sell. Seven of eight names selling. Five with zero buys.
Thursday: +$57.92B. All 8 buy. Zero sellers. Quarterly OPEX.
Today: -$8.5B. Seven of…↗
Jun 22
unusual_whales — Nvidia, $NVDA, has said that AI's water challenge is largely solved↗
Jun 22
TheValueist — $PANW $NVDA Nikesh always shows up as one of the most well-informed and sharpest executives in the GAI ecosystem, delivering consistently valuable insights during interviews. Howev…↗
Jun 22
Leandro — Nvidia has CUDA for Generative AI
Nvidia has Isaac + Cosmos for robotics
The strategy is very similar: provide the platform and monetize the compute (lock-in). Not a bad spot to…↗
Jun 22
CK Capital — The latest leak points to $GOOGL developing its next gen TPU v9, with MediaTek securing the chip design order. Everyone is focused on who designs the chip.
The part that strength…↗
Jun 22
Shay Boloor — $DELL unveiled its PowerEdge XE8812 AI server built on $NVDA Vera Rubin NVL144 architecture for large-scale AI and HPC workloads.
The system scales to 144 GPUs per rack with liqui…↗
Jun 22
rubicon59 — Isn’t it essentially an orchestration front end to fronteer models? Optimized for $NVDA↗
Jun 22
Shay Boloor — $NVDA announced a record 35 Nvidia-powered AI and HPC supercomputers are now in development across 23 European countries.
The systems will support over 3M researchers and reinforc…↗
Jun 22
Shay Boloor — $SPCX signed a compute deal with open-source AI startup Reflection AI for access to $NVDA GB300 chips at Colossus 2.
Reflection will pay SpaceX $150M per month starting July 1 tot…↗
Jun 22
The Future Investors — $NVDA Nvidia launched Halos for Robotics, the first full-stack safety system for robots and physical AI 🤖
The platform combines hardware, software, sensors, and certification too…↗
Jun 22
unusual_whales — Nvidia, $NVDA, has launched Halos for Robotics, a full-stack safety system to help humanoid and industrial robots operate safely alongside humans.↗
Jun 22
Chris Ray — 🚨 $NVDA launches NVIDIA Halos for robotics, a full-stack safety system for robotics and physical AI.
Jensen literally just told us that Physical AI is next, and now we’re seeing…↗
Jun 22
Shay Boloor — @VanquishTrader Physical AI is going to be the next major rerating catalyst for $NVDA↗
Jun 22
Shay Boloor — $NVDA launched Halos for Robotics which is a full-stack safety system for robotics and physical AI.
The platform gives robot developers one safety architecture across compute, sen…↗
Jun 22
Alphatica — Breaking News:
Super Micro just unveiled the full data center blueprint for Nvidia's next-generation Vera Rubin platform.
The scale: up to 1,152 Rubin GPUs and 576 Vera CPUs per…↗
Jun 22
TheValueist — $NVDA $MU $SNDK $LITE Building non-corporate finance (non-3-statement model) Bloomberg data-driven spreadsheets with the ChatGPT Pro Excel plugin has gotten impressively good, as i…↗
Jun 22
Shay Boloor — $NVDA raised $25B in debt after the deal was reportedly more than 3x oversubscribed with investor orders reaching ~$85B.
Thats a massive vote of confidence from credit markets as…↗
Jun 22
InvestmentGuru — $NOK at $13.49
The Most Underappreciated AI Infrastructure Play Right Now
Everyone’s chasing semiconductors and NeoCloud.
Nobody’s talking about the pipes that make all of it…↗
Jun 22
Ben Pouladian — The market is pricing the memory squeeze like an Nvidia cost problem.
Wrong frame.
It is the loudest demand signal in the AI buildout.
Per Jefferies, server DRAM hikes are near…↗
Jun 22
Michael | Hypermarkets — $NVDA — Still the compute layer everyone builds on top of. CUDA moat + accelerator demand isn't slowing this decade.
$AMD — The credible #2 in accelerators. Hyperscalers want a se…↗
Jun 22
Jerry Capital — Why Apple is using $NVDA instead of Google TPUs.
h/t @benthompson https://t.co/a5PL4kagg0↗
Jun 22
Frenchie — Beaucoup d'esprits se sont échauffés, on va prendre de la hauteur, et prendre quelques clics au dessus
2CRSi a été visée par un fonds activiste vendeur à découvert. Avant la publi…↗
Jun 22
TheValueist — $NVDA NVIDIA CMX: Turning Inference Context Into an AI Infrastructure Control Point. New: 6/21/26.
NVIDIA CMX should be viewed as a serious attempt to convert inference context in…↗
Jun 22
Midas — Here are the top AI stocks I found using @asymmetrix_xyz:
$SIVE
$LPK
$NVDA
$MU
$SNDK
If this helped you out, follow me for more.↗
Jun 22
TheValueist — $INTC $TSM $NVDA $AMD Outstanding interview of LBT. It gives me the conviction to stay long the GAI infrastructure trade even after this massive run up. I love his comment that he…↗
Jun 22
Serenity — @Joey_TheFarmer My thesis hasn't changed with FOCI, they'll be part of the bottleneck with FAU + passive components in $NVDA $TSM ecosystem as that COUPE scales up.↗
Jun 22
InvestmentGuru — 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…↗
Jun 22
InvestmentGuru — 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 2…↗
Jun 22
Midas — Leopold Aschenbrenner is betting AGAINST the markets with an $8.5B short on chip stocks:
$2B against $SMH
$1.6B against $NVDA
Alongside $AVGO, $AMD, $ASML, $MU, $INTC, $TSM,
$ORC…↗
Jun 22
Alphatica — WEEKLY DARK POOL RECAP | Week 15 · June 15-18, 2026
Week 15. 85% accuracy. Buy signals: 9/10. Through hawkish Warsh and quarterly OPEX. The algorithm improved.
Four sessions this…↗
Jun 21
rubicon59 — $NVDA’s moat is only getting wider. In Jensen we trust.↗
TheValueist — $NVDA $ARM $INTC $AMD I’m naming this process and coining the term “Fanout Agentic GAI Loop.” Feel free to use and make sure to credit back to @TheValueist :)
We are still in the…↗
Jun 21
TheValueist — $NVDA $MU $SNDK $LITE GLM-5.2: Strategic Read-Through for Models, Agents, and Infrastructure. New: 6/21/26.
GLM-5.2 is a material development in open-weight AI, with the most impo…↗
Jun 21
Frenchie — Une update rapide sur 2CRSI
>Recherche sur Facebook mené par des particuliers que je salue qui démontent en partie la thèse du NYGC étant une fraude, ils ont en effet trouvé des é…↗
Jun 21
Michael | Hypermarkets — Its 2040, regular person who bought these 6 ETF's right now are millionaires doing nothing...
Here's 6 steps to follow:
1. Open a tax-free investing account like a Roth IRA.
2. P…↗
Jun 21
amit — @BullMarketBoss First pick ended up being $NVDA Nvidia!↗
Jun 21
Mike Investing — Nobody is talking about this stock right now, but soon everyone will be…
$CRWV which currently trades at $118 is setup for a run into $340+ before end of year.
With 167% YoY reve…↗
Jun 21
unusual_whales — Nvidia, $NVDA, CEO Huang has said that the biggest mistake people make about AI is seeing it as a threat↗
Jun 21
amit — Did a stock draft with some friends and these are the 12 picks I have to hold until June 2027…
1. $NVDA
2. $AMD
3. $GEV
4. $TXN
5. $RKLB
6. $RDDT
7. $GOOGL
8. $FIX
9. $AAPL
10. $G…↗
Jun 21
TheValueist — $NVDA $MU $SNDK $LITE I have extensively shared the power and benefits of Autoresearch for agentic LLM processes. There is significant chatter now about Loops and Goals, which are…↗
Jun 21
rubicon59 — While Google maybe strained to the brink, $NVDA can afford easily! Will Anthropic learn?↗
Jun 21
Alex A.C. — $NVDA CMX, the "CXL" for SSDs
"The Endpoint BF-4 receives the request, reads from the local NVMe SSDs, and ships the data back. The result is dropped directly into GPU HBM through…↗
Jun 21
Shay Boloor — POPULAR STOCKS BY PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Here’s how they stack up now:
• $SPCX ~4.7x
• $TSLA ~4.6x
• $GOOGL…↗
Jun 21
The Future Investors — The Future Investors presents the 20 largest founder-led companies where the founder is still the CEO 👨💼✨
1. $NVDA | Nvidia - $5.10T
2. $SPCX | SpaceX - $2.44T
3. $META | Meta…↗
Jun 21
CK Capital — When four insiders buy in the same month and the stock then falls below every price they paid, you pay attention.
That is $NOK right now.
The Chief Corporate Development Officer,…↗
Jun 21
Shay Boloor — Jim Simons first disclosed $NVDA in Q1 2011 (now +46,000%) and $MU in Q3 2013 (now +6,000%).
The quant firm he built (Renaissance Technologies) now holds a ~$1B stake in $PLTR whi…↗
Jun 21
Michael | Hypermarkets — In 1 year, $AMKR spiked from $18 to $90 so 500% but it can easily hit $300-$500.
Here's 8 reasons why it hasn't ran like $AVGO $AMD $NVDA $MRVL $GOOG $AMZN:
1. Advanced packaging…↗
Jun 21
Shay Boloor — 15 OF THE MOST IMPRESSIVE FOUNDER LED COMPANIES IN PUBLIC MARKETS
1. $NVDA | Nvidia
2. $RKLB | Rocket Lab
3. $ASTS | AST SpaceMobile
4. $PLTR | Palantir
5. $META | Meta
6. $CRWD…↗
Jun 21
TheValueist — $NVDA $ARM $INTC $AMD My Lead Analyst Agent independently spun up 11 temporary virtual CPU servers (on @digitalocean Droplets) overnight to rebuild the sharding for our QMD vector…↗
Jun 21
Serenity — @eldan_0123 @CreatorNim Don’t think so. $JBL + $SIVE was known from OFC conference in person.
But it took an official PR for markets to know.
If there any release over the more…↗
Jun 21
Serenity — @HawkChainETH We're in a massive EML bottleneck right now and CW lasers are getting bottlenecked now too.
To my knowledge, $COHR is buying EMLs off $LITE because they can't make…↗
Jun 21
Trade Whisperer — $TSM Two types of idiots today.
Idiot 1: Believes China will invade Taiwan.
Idiot 2: Has no idea the world literally cannot function without TSMC.
SK Hynix, $MU, $AMD, $ARM, $NV…↗
Jun 21
Wayne Liang — Shower thought... China released GLM-5.2 last week. Open-source, MIT license, freely downloadable.
Pretty much equivalent to Claude Opus, beats GPT on some benchmarks, cheaper per…↗
Jun 21
Midas — $NVDA CEO, Jensen Huang has shown love for this software company and Nvidia themselves runs critical processes on it.
Almost no one is talking about it.
Check it out: https://t…↗
Jun 21
TheValueist — $NVDA $MU $SNDK $LITE I will need to put this through the paces. This seems genuinely genius if it works.↗
Jun 20
rubicon59 — How much revenue would such GW of Vera Rubin would generate? $NVDA↗
Jun 20
CK Capital — Every AI stock is priced for perfection. The one thing AI cannot run without is still on the clearance rack.
If I had to bet everything on one position for the next five years, it…↗
Jun 20
Shay Boloor — Truly unreal to be nearing 10K subscribers less than two months after relaunching Futurum Equities YouTube and the support has been genuinely humbling.
So far, we’ve covered
• Eve…↗
Michael | Hypermarkets — 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-bill…↗
Jun 20
Michael | Hypermarkets — Only 1 company has deals with all 3 $META $NVDA $MSFT and will explode 1200% from here:↗
Jun 20
The Future Investors — If you invested $10,000 five years ago, this is what you'd have today 💰👇
💾 $MU | Micron - $147,367
🖥️ $NVDA | Nvidia - $113,039
🚀 $AVGO | Broadcom - $88,749
⚙️ $AMD | AMD - $…↗
Jun 19
Trade Whisperer — @TomOnTech How about the rest of the customers who rely on $TSMC like $NVDA? $700 stock without geo risk?↗
Jun 19
Shay Boloor — $GOOGL is reportedly borrowing from $NVDA playbook by financing AI infrastructure that drives demand for its cloud and chips.
Google provided a $3.2B guarantee for Lake Mariner wh…↗
Jun 19
Daave “3 and 30” Tepper — Jensen locked up the supply chain
$goog is kinda lol
$nvda $tsem https://t.co/6Cq59CH08X↗
Jun 19
Alphatica — @jimcramer The difference this time is the business model shift. Amazon kept its chips internal for years. Selling externally means they are confident enough to compete for revenue…↗
Jun 19
Wayne Liang — I am grateful Grok can verify my claims!
I in fact did nail the entire AI/HPC run last year... $IREN (at ~$6) and $CIFR (at ~$3) were very early stage, and $NBIS was still the lea…↗
Jun 19
Shay Boloor — The race to become the first $10T company is on and it's really a race to own the layers everything else depends on:
• $NVDA owns AI accelerator layer
• $TSLA owns EV & autonomy…↗
Jun 19
Leandro — If you are in a supply shortage then you are likely going to prioritize those customers who buy more (or the full stack) from you
Business as usual since the 17th century imho
$N…↗
Jun 19
Ben Pouladian — “Jensen jail” is luxury allocation mechanics for AI.
Rolex: buy history before the Daytona.
Ferrari: prove loyalty before allocation.
Hermès: earn the Birkin.
Nvidia: buy the ful…↗
Jun 19
Ben Pouladian — @Lazarus_Capital “Jensen jail” is luxury allocation mechanics for AI.
Rolex: buy history before the Daytona.
Ferrari: prove loyalty before allocation.
Hermès: earn the Birkin.
Nv…↗
Jun 19
Shay Boloor — $NBIS understood the next AI cloud architecture better than almost anyone.
Nebius built natively for a world where demand is driven by tokens and AI compute with owned racks, netw…↗
Jun 19
Ben Pouladian — Foxconn's Young Liu just priced the AI buildout, and the order book is bigger than the forecasts
Global compute load climbs from 68GW in 2024 to 174GW by 2030, about 18 new gigawa…↗
Jun 19
Shay Boloor — How much profit the Mag 7 are expected to generate over the next 3 years:
• $NVDA ~$1.1T
• $GOOGL ~$621B
• $MSFT ~$543B
• $AAPL ~$507B
• $AMZN ~$406B
• $META ~$318B
• $TSLA ~$25B…↗
Jun 19
Shay Boloor — $NVDA share of AI inference hardware revenue appears to be rising from 66% of the market in Q1 2025 to 74% through April 2026.
That tells me customers aren’t optimizing for cheape…↗
Jun 19
Serenity — I think something to highlight also is not all my ideas are green, especially on short term timeframes!
My core three themes are Neoclouds (Energy), Memory, and Photonics.
And I…↗
Jun 19
Damnang2 — Compute is starting to trade like a commodity.
CME and ICE are moving to list GPU rental rate futures. Big tech is no longer just buying chips. It is contracting compute capacity…↗
Jun 19
Trade Whisperer — @HawkChainETH Stupid charts. Stupid conclusions.
Remember $NVDA is trading at like 16x forward earnings. What's so bubble about it?
$COST is trading at 40x forward earnings. Bubb…↗
Jun 19
InvestmentGuru — New ATHs:
• $INTC
• $MRVL
• $MU
• $SNDK
• $TSM
Tech & Semis Continue to Lead the Market Higher
Today’s rally was another reminder of where the money is flowing. Several semicondu…↗
Jun 18
Alphatica — @KobeissiLetter The deeper read is that it's happening on both sides of the balance sheet at once. Across the AI-capex cohort, equity supply has turned net positive after 18 months…↗
Jun 18
Michael Sikand 🦑 — Wait so Trump invested in the next $NVDA and the market completely wrote it off? https://t.co/SMMXyJ8OC2↗
Jun 18
Alphatica — DARK POOL SCANNER | June 18, 2026
Both tapes agree. On everything. $SPY +$11.47B dark pool. $META flipped to buy. OPEX amplified. Direction is real.
767 off-exchange prints. +$19…↗
Jun 18
Alphatica — +$57.92B. All 8 buy. Zero sellers. Quarterly OPEX. The size is mechanical. The direction is not.
$89.44B in buy blocks. $31.52B in sells. Net flow: +$57.92B. 34,179 prints.
Quart…↗
Jun 18
amit — Doug O'Laughlin, President of SemiAnalysis, joined the market open today to give his thoughts on all sectors of the semiconductor stack including neoclouds, memory, CPUs, and much…↗
Jun 18
unusual_whales — Amazon, $AMZN, in talks to sell Nvidia, $NVDA, rival chips to other companies, per Bloomberg.↗
Jun 18
Midas — @asymmetrix_xyz $NBIS
$AAOI
$NVDA
$AVGO
$TSM
Follow me if you want to know when I enter these companies.↗
Jun 18
Midas — @asymmetrix_xyz $NVDA
$TSM
$AVGO
If this helped you out, follow me for more.↗
Jun 18
Midas — @asymmetrix_xyz $IREN
$NBIS
$NVDA
$AAOI
$INFQ
Follow me if you want to know when I enter these companies.↗
Jun 18
Jose Najarro Stocks — WHAT THE CHIP!! Amazon $AMZN is pushing to sell its custom AI Chip, Tranium, which is great news for $MRVL investors.
Crazy how this has become a 5-bagger in the portfolio! Plent…↗
Jun 18
Wayne Liang — $WYFI reminds me of an early-stage $NBIS.
> Both serve the structural AI compute demand thesis
> Both have major contracted backlogs (relative to size)
> Both validated by smart…↗
Jun 18
TheValueist — $NVDA $MU $SNDK $LITE The vast majority of economic value of the GAI transformation is currently accruing to hardware and not software or services. Could it change in the future? P…↗
Jun 18
Shay Boloor — $NVDA became the #1 vendor by revenue in data center Ethernet switching for the first time.
IDC says Nvidia’s Spectrum-X revenue grew 193% YoY to $2.1B as AI factories drive dema…↗
Jun 18
Michael Sikand 🦑 — Join me on MooMoo for the best options trading and analysis tools:
https://t.co/VQlIu5QQkH
$30 in $SPCX stock + up to $1000 in $NVDA stock and 8.1% APY on uninvested cash.↗
Jun 18
Alphatica — BREAKING NEWS:
Amazon is in discussions to sell its custom AI chips to external customers. That makes Amazon a direct Nvidia competitor, not just a customer.
Until now, Amazon's…↗
Jun 18
Shay Boloor — @danielnewmanUV I still think $NVDA will be the world’s first $10T company but was wild to see $SPCX briefly worth more than $AMZN and $MSFT this week.↗
Jun 18
Michael Sikand 🦑 — $NOK stock is up 167% in the last year.
But before you scroll thinking you missed the move, consider what ignorance could cost you.
- $NVDA invested $1B
- The CEO is from $INTC…↗
Jun 18
Wayne Liang — Before Neocloud rallies hard...
Here's what I like about:
$BTDR - ~3.0 GW global power portfolio with $69M+ AI Cloud ARR and Norway data center conversion
$CIFR - Nearly $10B in…↗
Jun 18
Shay Boloor — $IREN initiated at Buy with a $79 PT by Jefferies.
The firm says IREN’s 6GW powered land bank and vertically integrated GPU cloud model can support ~$3.1B of ARR.
The note also h…↗
Jun 18
Shay Boloor — President Trump says $NVDA agreed to build chips with $INTC while $SPCX TerraFab will be built with Intel’s technology team.
He called TerraFab “the largest chip factory in the wo…↗
Jun 18
Black Panther Capital — Bear case on $NBIS again. Feels like the same thread gets recycled every earnings season or whenever chart goes parabolic without anyone actually opening the report.
Q1 numbers: $…↗
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. The Fed did not cut rates at this week’s meeting, and Kevin Warsh said there was “rigorous debate” amo…↗
Jun 18
InvestmentGuru — GLOBAL CHIP RALLY GOES PARABOLIC — SEMIS LEAD THE BREAKOUT
Semiconductors and memory stocks are catching a strong overnight bid, with the entire AI supply chain moving in sync.…↗
Jun 18
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #46
Daniel and I will be live tomorrow at 1PM EST exclusively on the Futurum Equities YouTube channel covering:
• $ASTS launching three satellit…↗
Jun 18
TheValueist — $GOOGL $NVDA $MSFT Wow!! Huge get for OpenAI.↗
Jun 18
Cobra — Tomorrow morning I’m loading up $200,000 in call options on a single ticker.
My biggest play since $GME $OPEN $TSLA $NVDA $AMD
Mark my words 99% of traders will miss this next $…↗
Jun 17
Alphatica — DARK POOL SCANNER | June 17, 2026
Hawkish Warsh. Lit: -$10.32B. Dark: -$1.13B. The dark pool still buys $SPY. $MSFT -$629M zero DP buys. Both tapes agree: sell $QQQ. Buy $MU.
478…↗
Jun 17
Gaetano — What are the odds $AMD is trying to lock up high-power CW laser supply with $AAOI?
We already know $NVDA secured strategic capacity with $LITE and $COHR.
If AMD wants an optical…↗
Jun 17
Alphatica — -$10.32B. Hawkish Warsh. The semi split: $MU $MRVL $AMD buy. $NVDA $MSFT sell. The institutions pick winners.
$22.42B in buy blocks. $32.73B in sells. Net flow: -$10.32B. 32,294 p…↗
Jun 17
Midas — @asymmetrix_xyz $NVDA
$AVGO
$TSM
If this helped you out, follow me for more.↗
TheValueist — $NVDA $MU $SNDK $LITE You must consider (or increase) the possibility of a hawkish Warsh Fed taking some of the wind out of the sails of the high-beta GAI bottleneck names and HPC/…↗
Jun 17
Lando — $IREN x @MirantisIT will be at RAISE with $NVDA for an invite only event 👀 https://t.co/upGh8qZTE0↗
Jun 17
amit — VANDA RESEARCH:
In the last 3 trading days, retail investors have bought the same amount of SpaceX $SPCX as they also bought in the following stocks combined…
$NVDA $GOOGL $META…↗
Jun 17
Jose Najarro Stocks — If you only look at one MLPerf v6.0 chart for the $NVDA vs $AMD debate, make it this one.
NVIDIA submitted results on all 7 workloads. AMD submitted on 3: Llama2-70B LoRA, Llama3.…↗
Jun 17
Jose Najarro Stocks — Amazing work by the $CRWV team bringing up $NVDA Vera Rubin NVL72!!!↗
Jun 17
Alphatica — Breaking. Vultr selects $HPE and $NVDA for next-generation AI data center infrastructure.
Vultr, one of the largest privately held hyperscalers, is deploying NVIDIA GB300 NVL72 sy…↗
Michael | Hypermarkets — No one thinks $SPY can crash 5%-10% from here.
But, it will if Kevin Warsh is HAWKISH at FOMC.
These 16 stocks will be on sale ONE LAST TIME:
$DRAM — Buy Zone: $40-$45
Memory bo…↗
Jun 17
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Tomorrow’s FOMC meeting will be Kevin Warsh’s first as Fed Chair, and the market will be watching clo…↗
Jun 17
unusual_whales — To get $NVDA updates, and alerts driven directly to you, subscribe to Unusual Whales.
See more: https://t.co/oyfadhhqnS↗
Jun 17
Serenity — I’m not sure why many folks are super bearish on my high conviction $AAOI long…
Ever since $30, then on the way up to $170. (Yes I do think every bear is wrong, we’ll see who’s r…↗
Jun 17
Shay Boloor — $NVDA CEO Jensen Huang broke ground today on $COHR new American laser factory.
Nvidia running the same playbook on optics that it ran on HBM and advanced packaging by identifying…↗
Jun 17
InvestmentGuru — MAG 7 is old news.
New acronyms are taking over Wall Street — and they tell a very different story.
FAB 10
$NVDA $GOOGL $AAPL $MSFT $AMZN $TSLA $META $SPCX + OpenAI + Anthropic…↗
Jun 16
Serenity — Mizuho Research: No delays on CPO or 800v dc.
Revised up optical engine projections from $NVDA demand ramp.
- Next phase in CPO for long term, believes InP DFB lasers remains…↗
Jun 16
Michael Sikand 🦑 — Jensen broke ground today on $COHR's new American laser factory.
He's casually flexing to everyone $NVDA locked up supply for years.
This is the world’s first 6 inch InP wafer…↗
Jun 16
Alphatica — Not every print gets posted. Here's why.
In The Imitation Game, Alan Turing and his team at Bletchley Park cracked the Enigma code. They could read every German transmission in re…↗
Jun 16
Shay Boloor — Great to be featured in Reuters today discussing why the market’s lens on the Mag 7 changes now that $SPCX is public.
The next leadership group will be defined by who controls the…↗
Jun 16
Michael | Hypermarkets — 1. $NVDA
Why Critical:
Provides the AI GPUs powering SpaceX's orbital intelligence, Starlink AI, and Terafab ambitions.
If Supply Stops:
SpaceX's AI roadmap slows dramatically.…↗
Jun 16
Alphatica — DARK POOL SCANNER | June 16, 2026
Lit: -$14.23B. Dark: +$1.79B. $SPY +$2.98B in the dark pool. We flagged it this morning. $TLT +$410M. The duration bet into FOMC.
346 off-exchan…↗
Jun 16
Alphatica — -$14.23B. FOMC eve. $MU reversed. +$11.27B in three days. Then -$4.40B today. $AMD zero buys. $AAPL only buyer.
$11.60B in buy blocks. $25.83B in sells. Net flow: -$14.23B. 22,268…↗
Jun 16
Midas — @asymmetrix_xyz $NVDA
$TSM
$AVGO
If this helped you out, follow me for more.↗
Jun 16
Midas — $NVDA CEO, Jensen Huang has been saying this for months.
AI's energy needs is increasing exponentially and nuclear is the answer.
Here are 3 stocks I'm watching that are not gett…↗
Jun 16
Daniel Koss — 🚨 Just in: Nebius $NBIS just got third-party validation that its AI cloud can deliver world-class performance on NVIDIA’s latest AI systems.
For investors, this matters because M…↗
Jun 16
Alphatica — 🚨🚨DARK POOL ALERT:
| 12:51:34 NVDA BUY $ 52,395,000 NYSE │
│ 12:49:48 NVDA BUY $ 62,874,000 NYSE |
The mother ship has joined the party.
$NVDA $QQQ $SPY https://t.co/UP7qGGyf…↗
Jun 16
Shay Boloor — $HPE is working with $NVDA to bring secure, governed agentic AI into enterprise production.
The new AI Factory updates add Agent Toolkit support, Nvidia Vera systems, confidential…↗
Jun 16
Daave “3 and 30” Tepper — @WaterworldCapi1 @ser_kingslayer_ @Amarillo_Slim1 no. he's holding two ideas in his head at the same time
$nvda can be cheap to central case (own it in size) and the biz can have…↗
Jun 16
Serenity — Just some random thoughts, I do think AI is the most disruptive technology in human history.
To the level of agricultural or industrial revolution.
Since Anthropic, OpenAi, XAI,…↗
Jun 16
Michael | Hypermarkets — $BE spiked from $10 to $300+ in 2 years up 3000%, but its not the real AI bottleneck.
It's actually $MU $WDC $SNDK $DRAM.
These will 10x-20x from here:
1/ Bandwidth is the new…↗
Jun 16
Shay Boloor — Jim Cramer says $SPCX has become a “memestock” and warned investors not to chase it higher.
He said he’d hate to see the stock get walked toward $NVDA size through a series of ove…↗
Jun 16
TheValueist — $NVDA $MU $SNDK $LITE This is great news for the GAI infrastructure trade. Elon will formally pump Cursor tokens through their data centers and suck up all the capacity. He has al…↗
Jun 16
Shay Boloor — $NBIS completed its acquisition of Eigen AI for ~$643M strengthening Nebius Token Factory as a frontier inference platform.
Eigen helps Nebius get more tokens out of each $NVDA ch…↗
Jun 16
TheValueist — $NVDA $MU $SNDK $LITE Simply don’t be a moron and waste tokens. Exactly like any other resource.
https://t.co/9xMThYThC4
“I have just informed the purchasing department that the…↗
Jun 16
mon — New models are shipping every few weeks, each one needing more computing power than the last, and the models coming in 2, 5, and 10 years will need vastly more than anything runnin…↗
Jun 16
Serenity — @Clearvision100k Still holding Foci/Nextronics. There was a CPO bear post from an analyst that said there would be delays (which $NVDA denied), which caused CPO related stocks to c…↗
Jun 16
InvestmentGuru — 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 supe…↗
Jun 16
InvestmentGuru — Invest in leader
$SPCX will lead Space Economy
$NBIS will lead NeoCloud
$IONQ will lead Quantum
$NVDA will lead AI / semiconductor
$MU will lead memory / storage
$OKLO will l…↗
Jun 16
Serenity — I did say $MU looked like the next $NVDA. Now we're at a $1.23T MC.
Started talking more about Samsung Electronics/Sk Hynix back in 2025.
Put more concentration into the memory…↗
Serenity — @AsianbeBlazin Other way around, $NVDA bottlenecked the entire industry for EML capacity.
And did the same with CW capacity ONCE AGAIN with $LITE, $COHR, and $MRVL (if they have L…↗
Jun 16
Serenity — New reports that $AMD is scrambling for CW laser supply.
And is negotiating large-scale purchase orders for CW Lasers to ensure its production capacity is not constrained by $NVD…↗
Jun 16
Daave “3 and 30” Tepper — @WaterworldCapi1 @Lazarus_Capital I’m specifically saying they need to lead Open Source model development because it’s categorically in their best interest. However, Ant and OAI ar…↗
Jun 16
Wayne Liang — $AMD is now approaching the $1T milestone, ~5.7x away from $NVDA.
Initially started at more than 10x... that valuation gap is filling rapidly. Exactly what I've been calling for.…↗
Jun 16
KawzInvests 🦑 — The AI infrastructure buildout has three distinct networking layers. Each one is at a different point in its adoption curve and each one has different winners.
1. Scale-up connect…↗
Daave “3 and 30” Tepper — As an $nvda holder I’d say… yes. Agree. NVIDIA is at risk of losing its dominant position in the ai competitive landscape↗
Jun 15
Vulture trades 🦅 — Tomorrow morning I’m loading up $200,000 in call options on a single ticker.
My biggest play since $GME $OPEN $TSLA $NVDA $AMD
Mark my words 99% of traders will miss this next $…↗
Jun 15
Ben Pouladian — For 3 years, consensus said inference was where NVIDIA’s moat would crack.
Training was hard. Inference was “easy.” Cheap custom ASICs would eat it.
Then the actual market showed…↗
Jun 15
tae kim — Why the RTX Spark Shows NVIDIA's Genius $NVDA https://t.co/h0lmeKN5Ve↗
Jun 15
Alphatica — +$15.20B. The semi complex goes all-in. $MU $NVDA $MRVL $AMD. Four semi names on the buy side. $TSLA flipped to sell.
$32.69B in buy blocks. $17.49B in sells. Net flow: +$15.20B.…↗
Jun 15
KawzInvests 🦑 — $MRVL joins the S&P 500 on June 22. It is already up 75% in the past month before a single index fund has bought a share.
Matt Murphy on the Q1 call: "We are seeing exceptional AI…↗
Jun 15
Frenchie — L’action la plus intéressante sur PEA ?
Pour moi il s’agit de STMielectronics
Mais pourquoi le marché commence-t-il à la rerater ?
Parce qu’en Europe, il existe un besoin croi…↗
Jun 15
TheValueist — $NVDA $MU $SNDK $LITE Every country, developed or developing, will want their own Sovereign GAI infrastructure and models. All world leaders know how through SWIFT and other financ…↗
Jun 15
unusual_whales — Nvidia, $NVDA, draws $85 billiln of investor demand for bond sale↗
Jun 15
amit — Took some trades on SpaceX $SPCX today. Bought and sold for a few bucks, but this thing is absurdly volatile, which ironically will attract many traders.
130M shares traded after…↗
Jun 15
Alphatica — $NVDA issuing more debt. $20 Billion. What can go wrong?↗
Jun 15
Nezih Gökay — 🚀 NVIDIA’S ZERO ERROR WEAPON: $AEHR TEST SYSTEMS
Nvidia’s AI empire $NVDA may be taking the world by storm. But no one is talking about the invisible protective shield behind the…↗
Michael | Hypermarkets — 1. Elon Musk on Micron ($MU)
March 30, 2026
Elon reportedly stated he would buy all of Micron's memory production because AI demand is far exceeding supply. The key message was t…↗
Jun 15
Michael | Hypermarkets — THIS IS THE ONLY STOCK DID ALL 3 Elon Musk, President Trump and CEO $NVDA Jensen Huang said to own:↗
Jun 15
Alphatica — MORNING INTERNALS | 11:04 AM ET
Nasdaq +2.60%. Oil -5%. Breadth 0.81x. Every metric negative. The indexes surge. The market sells. The narrowest rally of the series.
Iran deal fi…↗
Jun 15
TheValueist — $NVDA $MU $SNDK $LITE The commodity guys are weighing in on GAI compute pricing dynamics. Liquidity incoming. Bullish for the GAI infrastructure trade.
cc: @OrnnExchange↗
Jun 15
Serenity — I’ve written a thesis on these 3 themes early on:
Neoclouds, Photonics, and Memory.
Now, it’s fun to sit back and watch all my thesis ideas play out from $AAOI to $EWY to $NBIS.…↗
Jun 15
unusual_whales — BREAKING: Nvidia, $NVDA, to raise $20 billion through 7 part US bond issuance↗
Jun 15
rubicon59 — $NVDA seems the only AI stock not in price frenzy, but patience.↗
Jun 15
TheValueist — $NVDA Jensen needs to start buying back shares big time. Might as well lever up his own balance sheet to add some juice. He also needs to pay the Street and this a good way to do i…↗
Jun 15
Shay Boloor — Chamath said a gigawatt data center used to cost ~$5B when he started his project but now runs closer to ~$100B fully loaded.
The jump is all about silicon density with $NVDA Rub…↗
Jun 15
Serenity — $SIVE is the next SIVE.
Don’t think you’ll find another company.
That’s qualified and likely primary/sole source with:
- $JBL and other pluggable hyperscaler suppliers
- Ayar a…↗
Jun 15
Shay Boloor — Lynx Equity says smarter way to play a $SPCX IPO is through $NVDA arguing xAI & Terafab capex could drive another leg of AI infra demand.
They see $LRCX, $AMAT, $ASML & $KLAC bene…↗
Jun 15
Nezih Gökay — 🚀 NVIDIA’NIN SIFIR HATA SİLAHI: $AEHR TEST SYSTEMS
Nvidia’nın yapay zeka imparatorluğu $NVDA dünyayı kasıp kavuruyor olabilir. Ancak hiç kimse bu devasa AI çiplerinin arkasındak…↗
Shay Boloor — $NVDA Vera Rubin & $GOOGL next-gen AI data centers are pulling 800V DC adoption ahead of schedule with shipments expected in Q3 2026.
The shift to 800V becomes a forced upgrad…↗
Jun 15
Serenity — $NVDA and $GOOGL lead 800V DC ahead of schedule.
"Ahead of schedule", pulled up to Q3 2026 with small volume shipments starting .
- Delta Electronics (2308), $VRT
- Song Chuan…↗
Jun 15
InvestmentGuru — AI trade is back in full force.
Semiconductors and AI infrastructure names are leading overnight:
📈 $NVDA +2%
📈 $MU +5%
📈 $INTC +5%
📈 $CRWV +5%
📈 $NBIS +6%
📈 $LITE +3%
At t…↗
Jun 15
tae kim — Wait. 800VDC timeline is not delayed? $NVDA↗
Jun 14
InvestmentGuru — NeoCloud next biggest sector to concentrate on.
$NBIS – Pure AI infrastructure play
$CRWV – Fast-growing hyperscale cloud provider
$IREN – AI/HPC data center expansion
$BTDR – Sca…↗
Jun 14
TheValueist — $NVDA $MU $SNDK $LITE @EarnEdgeOnly I’m very serious. Please share any mistakes, errors, or issues you find in our write-ups. It only helps me and everyone on X. I want to continue…↗
Jun 14
Wayne Liang — My opinion on the U.S government putting restrictions on Anthropic's Fable 5 and Mythos 5...
Two common questions in my DMs:
1. Does this break the thesis?
2. How does this affec…↗
Jun 14
TheValueist — $NVDA $MU $SNDK $LITE This is one of the key reasons building on top of @openclaw or @NousResearch is critical to your process. No LLM vendor lock in. Potential risk for OpenClaw g…↗
Jun 14
JC Investing — @CGInvesting10 Full port $NVDA then roll that into semiconductors in 2024↗
Jun 14
Michael | Hypermarkets — You don't need to buy $SPCX to 10x your portfolio.
You can buy $NASA ETF which owns:
1. SpaceX $SPCX — 12.70%
Rockets, spacecraft, Starlink satellite internet
2. Rocket Lab $RKL…↗
Jun 14
TheValueist — $NVDA $MU $SNDK $LITE I'd honestly love any general feedback or notification of any holes you find in our write-ups. I can and will improve and iterate on them. There is no pride i…↗
Jun 14
TheValueist — $NVDA $MU $SNDK $LITE This guy is clearly not aware of what the @TheValueist Analyst Agents can do and create. Don't let the cat out of the bag!!
Bullish for our workflows and for…↗
Jun 14
InvestmentGuru — $NOK — Still Under $15, Still Early?
Nokia is up 100%+ YTD and quietly becoming the AI networking story nobody’s pricing in.
$19.22B revenue, ~$82B market cap — trades at just ~1…↗
Jun 14
Shay Boloor — $NVDA could be exiting 2028 doing more than $1.8B in revenue per day 🤯 https://t.co/oxvWEUIlXp↗
Shay Boloor — $NVDA CEO Jensen Huang praised $NBIS at its Inflection event saying it rebuilt its platform for the AI era & scaled “from one data center to gigawatt scale AI factories in just two…↗
Jun 14
The Future Investors — The Future Investors presents the 30 quality stocks with the highest expected free cash flow growth over the next 3 years (CAGR) 📈💰
1. $MU | Micron - 265.9%
2. $HXSCL | SK hynix…↗
Jun 14
Trade Whisperer — $MU $DRAM $TSM $NVDA Bank of America Projections
$1.96T semi TAM by 2030. $900B is memory.
Nearly half. Why half?
Because LLMs without memory are stupid. Memory is what makes AI…↗
Jun 14
Wayne Liang — Kevin Warsh's first FOMC as Fed Chair is this week... the most important Fed meeting of the year IMO.
Markets are pricing in a hawkish hold already.
If Warsh acknowledges inflati…↗
Jun 14
Alphatica — WEEKLY DARK POOL RECAP | June 8-12, 2026
"You can't classify direction in dark pools."
We heard it (many times). Here are the receipts.
Our direction classification algorithm pr…↗
Jun 13
Mike Investing — This recent market wide pullback has created many generational dip buying opportunities.
These are the best 8 names to buy now:
1. $IREN at $59
2. $NOW at $102
3. $ASTS at $82
4.…↗
Jun 13
Michael | Hypermarkets — $SPCX makes $20B/year with $2 trillion valuation.
Its revenue will 100x in a few years says $GS.
These 20 companies will explode 10x-20x with $SPCX:
LAUNCH & INFRASTRUCTURE
1.…↗
Jun 13
SandemanStocks — Another way to think about the US government controlling AI models is to think of it as electricity:
Closed frontier AI world: A few giant power plants sell electricity to everyon…↗
Shay Boloor — We’re now one month into the relaunch of the Futurum Equities YouTube channel and the support has been genuinely humbling.
So far, we’ve covered:
• Everything you need to know abo…↗
Shay Boloor — $NVDA is trading near its cheapest valuation in a decade.
You’re paying a market multiple for the core compute engine of the entire AI economy powering the largest infrastructure…↗
Jun 13
mon — Invest in - "sovereign AI".
As the US keeps tightening export controls on advanced AI chips, technology and recently new frontier models (Fable 5), governments outside the US are…↗
Jun 13
The Future Investors — $SPCX $NVDA Crowds are lining up to buy SpaceX at 112x sales 👥🚀
Many investors think they missed Nvidia because it's already worth $5T.
Yet Nvidia trades at 19.8x sales, genera…↗
Jun 13
Midas — $NVDA CEO Jensen Huang indirectly told everyone to buy energy stocks.
This is the largest AI bottleneck of the GPU armsrace.
Here are 5 stocks that could 10x in the next few yea…↗
TheValueist — $NVDA $MU $SNDK $LITE We are still absolutely in the 1st inning of the GAI infrastructure trade. Sovereign GAI buildout is still at batting practice.
I believe the best way to tra…↗
Jun 13
TheValueist — $NVDA $MU $SNDK $LITE Cold War 3.0
Bullish for the GAI infrastructure trade. Picks, shovels, arms and armor.
https://t.co/poxtUxdKU2 https://t.co/4SP1Y8zLxy↗
Ben Pouladian — AgentPerf by @ArtificialAnlys just made the AI hardware debate brutally simple:
agents per megawatt.
Same workload:
GB300 NVL72: 61,354
AMD MI355X: 3,551
H200: 2,594
At a stric…↗
Shay Boloor — $NVDA shared a video of Jensen Huang congratulating $SPCX on its historic IPO debut.
Nvidia highlighted a nearly decade-long partnership with the company from the first DGX-1 hand…↗
Jun 12
Alphatica — +$13.78B. $MSFT flipped to buy. The longest sell of the series is over. $INTC +$1.97B with $8M in sells.
$31.91B in buy blocks. $18.13B in sells. Net flow: +$13.78B. 28,766 prints…↗
Jason's Chips — Elon-co ( $SPCX + $TSLA) and Jensen-co ( $NVDA) have similar market caps today
Which is bigger in 3 years?↗
Jun 12
rubicon59 — SpaceX may have launched, but $NVDA will get to Mars first.↗
Jun 12
Trade Whisperer — "However much capacity you add, NVIDIA will consume it" -Jensen Huang
$MU $DRAM $SNDK $GLW $LITE $COHR $TSM $NVDA https://t.co/PhakQp5pkf↗
Jun 12
Chris Ray — 1. $NVDA
2. $AMD
1. $V
2. $MA
1. $SPCX
2. $RKLB
Number 2s do pretty well…↗
Jun 12
Wayne Liang — When it comes to mega caps with solid fundamentals, I am more than okay to sit through 7 figure fluctuations.
Just like that, $AMD is back in action.
> Citi upgrade from Neutral…↗
Jun 12
TheValueist — $SNDK post-print shorts getting murdered. I am still very long and strong. SNDK is now my largest delta dollar position, greater for me than $NVDA . https://t.co/6jL6R9wCWJ↗
Jun 12
Alex A.C. — Take note guys, both $NVDA and $LITE are praising the possibilities of VCSEL Lasers 😱 https://t.co/X9GWDgfnTf↗
Jun 12
The Assembly — Did he know something?
Sharon AI $SHAZ just announced a 6-year strategic collaboration with $NVDA.
The stock is up 27% in 2 days, and 43% since we flagged it as one of Leopold As…↗
Jun 12
Black Panther Capital — $AAPL IPO: 1 share at $22 → 224 shares today (~$66k return). 3,014x.
$NVDA: 1 at $12 → 480 shares (~$98k retur ). 8,200x.
$AMZN: 1 at $18 → 240 shares (~$58k return). 3,227x.
I’…↗
Jun 12
TheValueist — Verda is my Blackwell GPU cluster provider. They are one of, if not the best, on demand NVDA compute vendors in the world. Lots of recent relevant announcements to GAI trade. I co…↗
Jun 12
Alphatica — JUST IN:
Sharon AI signs six year strategic compute collaboration with NVIDIA for 72 MW of new data center capacity in Australia ($71.51, 0.00)
Today, SharonAI Holdings announce…↗
Jun 12
Shay Boloor — $NVDA has told Chinese customers its next-generation Vera AI data center CPU could launch as early as August.
Nvidia expects Vera to become a major new business targeting $20B in…↗
Jun 12
TheValueist — $KKR $VST $NVDA KKR launches $10b AI infra platform with Kuwait, Nvidia, Vistra https://t.co/bDyo0vVZEz↗
Jun 12
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #45
Daniel and I will be live today at 1PM EST exclusively on the Futurum Equities YouTube channel covering:
• What the market is missing about $…↗
Jun 12
Ben Pouladian — On @MTSlive with @JackFarley96 and @maxwiethe today.
We got into what I saw firsthand at Nebius Inflect, why their custom, full-stack build stands apart from the neocloud pack,…↗
Mike Investing — The largest buying opportunity since March is officially here…
These are the 8 stocks you need to load on this pullback along with their EOY targets:
1. $NOW at $100 & will be $1…↗
Jun 11
Shay Boloor — $NVDA hires veteran lobbyist Bruce Andrews to lead government affairs in Washington D.C.
Andrews previously led government affairs at $INTC and served in the Obama Administration.…↗
Jun 11
シバイヌおやびん（投資系VTuber） — Helix Digital Infrastructure 設立ニュースの要約
$VST $KKR $NVDA
・KKR（世界最大級のオルタナティブ資産運用会社）主導で、AIインフラ会社 Helix Digital Infrastructure（Helix） を設立。
クウェート投資庁（KIA）、NVIDIA、電力会社Vistraも創業投資家として参加する…↗
Jun 11
Midas — $NVDA CEO Jensen Huang basically told everyone to buy energy stocks.
This is the largest bottleneck of the AI data centre buildout.
Here are 5 stocks that could 10x in the next…↗
Jun 11
Alphatica — Iran peace deal. +$11.81B. $MU +$4.07B. $SMCI new. $MSFT still sold. The peace trade on the tape.
$30.35B in buy blocks. $18.54B in sells. Net flow: +$11.81B. 30,037 prints.
Trum…↗
Jun 11
KawzInvests 🦑 — @josephinvesting Good point, $SKM is quietly assembling the full stack. Anthropic for models, $NVDA for compute, $PENG for the AI factory infrastructure. 🔥🔥↗
Jun 11
KawzInvests 🦑 — Jensen Huang called $SKM the backbone of Korea's AI ecosystem.
$SKM just bought more Anthropic in the Series H and has no intention of selling before the IPO. The CEO said it hims…↗
Jun 11
Shay Boloor — $ORCL says its cloud team will be among the first to bring up $NVDA Vera Rubin NVL72.
Oracle says the goal is to deliver the infrastructure layer for the agentic AI era https://t.…↗
Jun 11
Serenity — If you haven’t noticed too with my other investment themes with 800V DC and CPO recently.
It’s investing in $NVDA, America’s national champion in AI, and securing their supply cha…↗
Jun 11
Serenity — @ratna555 I see the Lightmatter/Ayar type companies, probably going higher than $5B if they IPO.
Since they're both part of $NVDA NVLink CPO ecosystem, heavy backers like NVidia/…↗
Jun 11
Wayne Liang — I've always been transparent with my barbell trading and investment structure:
~50% in safer, long-term holds, including treasuries/ETFs (like $SGOV, $VT, $VTI), and more establis…↗
Jun 11
BULL OF BRITAIN — 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, sid…↗
Jun 11
KawzInvests 🦑 — $SKM paid $100 million for an Anthropic stake in August 2023.
That position is now worth an estimated $2.7 billion, roughly 19% of SKT's entire market cap.
On June 10, $SKM's CEO…↗
Jun 11
Trade Whisperer — @JeffBro52400644 💵💰 free money doesn't exist
$NVDA: hold my beer https://t.co/yJ9jgJgCPf↗
Jun 11
Jason Luongo — 3. $NVDA - NVIDIA (PEG ~0.8x)
Q1 revenue $81.6B, up 85% YoY. Data center alone was $75.2B. Supply commitments at $119B. Even at this scale, the growth rate is outpacing the multip…↗
Jun 11
Daave “3 and 30” Tepper — …OAI falls away…
Ant has no serious frontier competition
Ant gains monopsony power over data center build
Ant could single handedly break the neoclouds
Air gap supply chain prices…↗
Jun 11
Serenity — Why do I keep getting these questions!!!
$XFAB is building a Silicon Photonics foundry alternative to $TSEM and $GFS. And has Europe backing it + $NVDA evaluations.
It takes ti…↗
Jun 11
Shay Boloor — $TSM next-gen CoPoS packaging is reportedly expected to enter mass production in 2H28 for ultra-large AI chips beyond the 9.5x reticle-size class.
$NVDA Feynman could be an early…↗
Jun 11
NoLimit — Jensen Huang CEO of $NVDA named a few stocks this year.
They all ripped, except this one. It’s actually down since he recommended it.
Might be something to take a look at.
$QCOM…↗
Jun 11
mon — Anthropic's Fable 5 launch confirmed what I have been arguing for over a year now. There is simply not enough compute in the world to meet demand.
Keep in mind that Fable 5 and GP…↗
Michael | Hypermarkets — When $SPY crashes 10%-20% this summer, I'd BUY ONLY bottleneck AI stocks.
Without them there is no AI:
$MU — Micron Technology
Current: ~$879 | Buy Zone: $680–$700
HBM demand flo…↗
Jun 11
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Iran announced a full shutdown of the Strait of Hormuz following U.S. strikes on southern Iran, sharpl…↗
Jun 11
Alphatica — @zerohedge Price cuts aren't the death of the AI trade. They're the playbook.
AWS cut S3 pricing 15+ times between 2006 and 2016. Amazon's cloud revenue went from $3.1B to $12.2B…↗
Jun 11
Serenity — Basically this… and it’s how cycles work.
Retail was early and completely frontran institutions on next architectural shifts.
There was close to 0 US institutional ownership on $…↗
Jun 10
InvestmentGuru — Markets took a decisive hit today as two powerful headwinds converged at once — a hotter-than-expected May CPI print confirmed inflation is far from defeated, while fresh U.S. stri…↗
Jun 10
Kevin Maro — Do not lose your shares.
$NBIS . $CRWV. $IREN. $AAOI. $CRDO . $LITE. $COHR. $NVDA. $AMZN. $GOOG. $RKLB. $ASTS. $HOOD. $SOFI.
Every single one of these will be dramatically highe…↗
Jun 10
Trade Whisperer — @Mor34832Morgan $NVDA looks cheap just from forward pe stand point.↗
Trade Whisperer — $ORCL $638 billion in backlog. WILD. Bullish for Chips 🔥
• Customer Prepayments and Supplied Hardware. Of the backlog $75 billion now comes from customers who prepaid for GPUs or…↗
Jun 10
unusual_whales — OpenAI is in advanced talks to lease a proposed 10-gigawatt data center campus in Ohio, with Nvidia, $NVDA, discussing financial backing for the project, per the Information.↗
Jun 10
TheValueist — $NVDA $MU $SNDK $LITE As much bad vibes I’m getting from Claude Fable 5, this is damn impressive.↗
Jun 10
amit — @FrostyFinances It’s becoming obvious that the street won’t let $NVDA independently go up anymore.
Without the entire AI trade participating, even if all these companies spending…↗
Jun 10
Alphatica — -$12.4B. One buyer. Seven sellers. $AAPL +$1.20B zero sells. Everything else sold.
$5.35B in buy blocks. $17.79B in sells. Net flow: -$12.4B. 12,848 prints. Sell ratio: 3.3 to 1.…↗
Jun 10
Shay Boloor — $NVDA JUST BROKE BELOW $200 https://t.co/2zb7UOU7Q0↗
Jun 10
TheValueist — $NVDA $MU $SNDK $LITE Claude Fable 5 literally says this in the thinking trace every time it is asked to do any work. https://t.co/zdqIuMgKup↗
Jun 10
Antonio Costa — $RUM $NVDA Northern Data + NVIDIA Partnership
Northern Data is an Elite member of the NVIDIA Partner Network and a Preferred Cloud Service Provider in Europe.
They have deployed…↗
Jun 10
PhotonBull — $AMPG here we go
People are catching on to this little runner
Extremely strong performance today considering the rest of the market too
I wonder if there is some big news coming…↗
Jun 10
TheValueist — $NVDA $MU $SNDK $LITE I agree with everything Alex says about investing in TMT and GAI. Outstanding interview and worth watching the entire video.
https://t.co/RwDPfoalg5
EXECUTI…↗
Jun 10
Black Panther Capital — 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 go…↗
Jun 10
Serenity — @pilot_scheme idk, maybe $NVDA downtrend might reverse if Trump stopped threatening Iran every day? https://t.co/QCIkIkqkwy↗
Shay Boloor — First look at $NVDA photonics co-packaged optics switch with Lambda.
As GB300 NVL72 scales, networking becomes the layer that determines how fast the cluster thinks while co-packa…↗
Jun 10
tae kim — “Artificial intelligence buildout is accelerating .. the second half is going to be much larger than the first half. Next year is going to be very very large” – Jensen $NVDA https:…↗
Jun 10
InvestmentGuru — CPO & 800V DC SELLOFF — DELAYED, NOT DEAD
➡️ A SemiAnalysis report flagged potential timeline slippage on two of the hottest AI infrastructure trades
➡️ $NVDA’s native 800V DC pow…↗
Jun 10
TheValueist — $NVDA $MU $SNDK $LITE I'm selling lots of OTM calls so I can live my best European summer lifestyle this year. If I give up some upside, C'est la vie!!↗
Jun 10
Michael | Hypermarkets — 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 p…↗
Jun 10
Jason Luongo — 10 stocks I will continue to invest in long term:
$NVDA - AI chips
$SOFI - digital banking
$IREN - AI data centers
$HOOD - retail brokerage
$NOK - telecom and networking
$OSS - ru…↗
Jun 10
PhotonBull — Great insight into how exactly $NVDA is connected to $AMPG, this would explain why and how $NVDA is a customer of $AMPG according to the $AMPG website.
Stock is doing surprisingl…↗
Jun 10
PhotonBull — No way this is real
If they are willing to do this, who's to say they won't have different motives for claiming CPO is being delayed when $NVDA is saying it's not🤔↗
Jun 10
TheValueist — $META $NVDA $MU $SNDK $LITE Meta Platforms Inc: The Facebook parent said that it has tied up with Indian billionaire Mukesh Ambani's Reliance Industries for the U.S. company's firs…↗
Jun 10
Serenity — @oops1GSP Bro everything has technical obstacles. I can bear post about HBM4 yields or glass substrate yields and basically everything too.
$NVDA is a $5T company, they’re not $AS…↗
Jun 10
TheValueist — $NVDA $MU $SNDK $LITE Fable 5 downgraded me a basic business research question. Anthropic will lose its edge if they don't ease up these gates. All this frustration chatter helps b…↗
Jun 10
Serenity — @lumingxi2025 No, $NVDA denied reports about 800v and CPO delays.
I think I’ll trust Nvidia… since they probably have an idea on their own timelines…↗
Jun 10
Serenity — Morgan Stanley: $NVDA has denied the reports 800V DC has been pushed back.
Recent SemiAnalysis reports run contrary to our own checks at Computex.
Bro this has gotta be the dumbe…↗
Jun 10
Shay Boloor — OpenAI is reportedly in talks to lease a proposed 10GW AI data center campus in Ohio that could cost over $500B to build.
$NVDA would supply the hardware and provide financial gua…↗
Jun 10
BULL OF BRITAIN — My 2 cent on the CPO / 800V / @SemiAnalysis_ dramas.
I think the argument that “ $NVDA / $LITE insiders are reporting that ramp is fine and there is no issue” is so weak.
A sing…↗
Serenity — If you want a TLDR of today:
> be $NVDA, $5T company. Force shift to 800V DC and CPO
> analyst: I don’t think u can do it in time!
> market: “I don’t trust Nvidia, time…↗
Jun 10
Serenity — @xnoahwang Imagine being $NVDA, the most powerful company in the world, with high visibility of their own timelines, saying there’s no delays.
Then external analysts go and say ev…↗
Jun 10
Serenity — $LITE Management Speech from Mizuho Technology at today’s conference.
The company expects to start shipping CPO scale up optical products in the second half of 2027.
With formal…↗
Jun 10
TheValueist — $NVDA $INTC $AMD $ARM CPU READ-THROUGH FROM THE FABLE SYSTEM PROMPT
Bottom line: [INFERENCE, High confidence] The Fable prompt is still primarily a GPU/HBM/inference story, but it…↗
Jun 10
Serenity — $NVDA Networking Senior Vice President refuting recent analyst reports on delays:
- “ the most exciting stuff is co-packaged optics.”
- There is no delay in H2 CPO product deliver…↗
Jun 10
シバイヌおやびん（投資系VTuber） — $SKM SKテレコムが興味深い
韓国最大の通信事業者だが、AnthropicなどAIベンチャーに投資、 $NVDA と協力してAIクラウドを構築してる。
韓国ソブリンAIの中心に位置してそうで、韓国の $NBIS みたいな立ち位置になるかも。
3%前後と比較的高配当で、P/E（NTM） x18.7 とバリュエーションも低い。
I have a positi…↗
Jun 10
TheValueist — $NVDA $MU $SNDK $LITE This Git is supposedly the system prompt for Claude Fable 5. You can review and make your own judgment. My Analyst Agent analyzed it, and below are some of th…↗
Jun 10
Serenity — @AverioX007 I’m just sharing what’s imminent with architectural shifts pushed by $NVDA.
Retail managed to completely frontrun institutions on multiple names, but institutions need…↗
Jun 10
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. The Nasdaq $QQQ fell as much as 5.3% intraday, marking one of the sharpest intraday drawdowns we’ve se…↗
Jun 10
Serenity — CPO scale out earlier than expected:
> Foxconn: est. units register upward and optical switches shipped early to $NVDA
CPO scale up timelines from $LITE Mizuho Technology Confer…↗
Jun 9
amit — Today was obviously weird for many reasons.
The Nasdaq $QQQ fell 5.3% intraday.
The last time that even got close to happening? Last Friday.
The time before that? April 2025.…↗
Jun 9
Shay Boloor — $SPCX reportedly told investors it aims to launch initial orbital AI compute demos by late 2027.
The first AI satellites are expected to use $NVDA chips with compute power simila…↗
Jun 9
Alex A.C. — @jaysyoon "Highlighted NPO for non $NVDA customers as a massive new, near-term opportunity that is even bigger than CPO"
I posted about other sub-segment of Optics, OCS, and how b…↗
Alphatica — DARK POOL SCANNER | June 9, 2026
Lit tape: -$5.14B. Dark pool: +$82M. Nearly flat. The dark pool is buying indexes again. Same pattern as Friday, they are buying the dip.
153 of…↗
Jun 9
Alphatica — -$5.14B. Five names: zero buys. $NVDA is the lone buyer. The supply chain split.
$6.48B in buy blocks. $11.62B in sells. Net flow: -$5.14B. 12,621 prints.
The buyers. Three names…↗
Jun 9
TheValueist — $NVDA $MU $SNDK $LITE This holier-than-thou attitude rubs me the wrong way. It makes me incrementally bullish on OSS LLMs. People will begin figuring out ways to distill and superc…↗
Jun 9
Ben Pouladian — In April I called the Mythos price sheet a leaked BOM: $25/$125
Today it ships at $10/$50 halved, SWE-bench up to 80.3%
But the BOM didn’t shrink. Anthropic just signed $1.25B/MO…↗
Jun 9
Shay Boloor — TUNE INTO FOX BUSINESS
I’ll be covering:
• Why tech pullback looks more like a rates-driven reset than a breakdown in AI demand
• How I’m thinking about $SPCX & $NVDA in space-ba…↗
Jun 9
TheValueist — $NOK $NVDA (Bloomberg) -- (Updates trading, adds JPMorgan comments.)
Ericsson fell 6.3% on Tuesday, with local traders citing a June 9 note from broker ABG Sundal Collier and a Jun…↗
Jun 9
TheValueist — $NVDA $MU $SNDK $LITE Innovate then regulate. That is the way.
Today we’re launching Claude Fable 5: a Mythos-class1 model that we’ve made safe for general use.
Fable 5’s capabil…↗
Jun 9
TheValueist — $NVDA $MU $SNDK $LITE Today, I observed a federal courtroom, not for jury duty and not related to me. As I sat in the back messaging with my agents, I became absolutely convinced t…↗
Jerry Capital — $NVDA vs $ASML NTM P/E https://t.co/sC5Vokoeo4↗
Jun 9
Serenity — @QGrowthCap I mean $NVDA CEO did say memory would be a multi year shortage.
With the way things are going with the nand/dram hikes, all your hyperscalers r gonna be in debt lol↗
Jun 9
TheValueist — $NVDA $MU $SNDK $LITE- Cold War 3.0. Bullish.
(Bloomberg) -- China is preparing to spend around 2 trillion yuan ($295 billion) over the next five years on building data centers a…↗
Jun 9
Jason Luongo — $NVDA CEO Jensen Huang is literally telling you what stocks to buy.
Here are 8 companies he's publicly endorsed, invested in, or spotlighted onstage in the last year:
1. $MRVL -…↗
Jun 9
Michael | Hypermarkets — 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 — Ri…↗
Jun 9
Michael | Hypermarkets — HYPERMARKET WATCHLIST FOR JUNE 9, 2026
1. $MU — Post-selloff bounce setup; HBM still sold out, earnings June 24 catalyst ahead. [BUY]
2. $MRVL — Custom AI silicon demand acceler…↗
Jun 9
NoLimit — This is crazy.
AMPG is exploding right after updating their site and adding $AMZN and $NVDA as their partners.
If you want to find stocks before they explode, you need to follow…↗
Jun 9
Shay Boloor — $NBIS launched a Physical AI Living Lab with $NVDA to help European robotics startups move AI-powered robots to real-world deployment.
Startups will get access to Nvidia’s Physica…↗
Jun 9
Serenity — @ju5t1n14n Many work against the interest of retail investors.
Especially as JP Morgan / US institutions are trying to buy up the float.
You have a company funded with CHIPS Act…↗
Jun 9
Daniel Koss — 🚨 Just in: Nebius $NBIS launches a Physical AI Living Lab for UK and European robotics startups built with NVIDIA technologies.
The six-month program gives robotics startups acce…↗
Jun 9
Michael | Hypermarkets — $SPY already broke under 20SMA at $746 and today retested it. It failed again.
It will need to defend this $730-$732 area this week. CPI is on Wednesday and so is $ORLC earning.…↗
Jun 9
Michael | Hypermarkets — 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 force…↗
Jun 9
TheValueist — $NVDA $MU $SNDK $LITE If you haven’t been reading our write-ups, you’ve missed out on the high quality and relevance of the expert interviews embedded in the analysis. The Analyst…↗
Jun 9
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here’s a full recap:
$NVDA CEO Jensen Huang pushed back on the recent stock market selloff, saying NVIDIA is still at the begi…↗
Jun 9
unusual_whales — Nvidia, $NVDA, and Hyundai Motor Group have expanded their partnership to advance physical AI and robotics technologies, per Bloomberg.↗
Jun 8
TheValueist — $PANW $NVDA $MU $SNDK $LITE Must watch. Full stop.
https://t.co/LOQuafH9OE
EXECUTIVE SUMMARY
The source material is an All-In Podcast session at All-In Liquidity 2026 titled “A…↗
Jun 8
JC Investing — 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…↗
Jun 8
TheValueist — $NVDA $MU $SNDK $LITE When I spend all my time on FinX, it seems like every idea I come up with is beta as 100 other people are discussing the same thing. Then, when I talk to inve…↗
Jun 8
TheValueist — $NVDA $AVGO $LITE $COHR The Future of AI Interconnect: CPO and NPO Architectures.
Co-packaged optics is the technically superior long-term architecture for the highest-radix AI da…↗
Jun 8
PhotonBull — $AMPG ripping +10% overnight after a +27% day
Not surprising given that $NVDA and $AMZN are now confirmed on their website https://t.co/a47XIUVDeH↗
tae kim — WOW. Apple is now using ... NVIDIA GPUs!?! Let's go. $AAPL $NVDA $INTC
"Now, we are collaborating with Google and NVIDIA to run new Apple Intelligence workloads on Google Cloud,…↗
Jun 8
Alphatica — DARK POOL SCANNER | June 8, 2026
-$4.18B dark pool sell. 519 prints ≥$5M. Friday: bought the indexes. Monday: sold them. The dark pool day-traded the bounce.
Friday: the dark poo…↗
Jun 8
BULL OF BRITAIN — My favourite asymmetries right now:
> $AAOI - Raised FY26 guidance to $1.1B+ with demand outrunning supply into mid-2027 on the 800G and 1.6T ramp, then sold off 12% on the prin…↗
Jun 8
Alphatica — Nasdaq +0.86%. The tape: +$153M. Barely positive. The institutions are not chasing the bounce.
$15.5B in buy blocks. $15.4B in sells. Net flow: +$153M. 18,694 prints.
Friday: -$4…↗
Jun 8
Shay Boloor — $AAPL leaning on $GOOGL and $NVDA to scale its cloud AI layer with its largest model running on Google Cloud infrastructure.
Apple says more complex requests will route through it…↗
Jun 8
amit — $AAPL $GOOGL $NVDA
Apple, Google, and Nvidia team up to level up Apple's AI for more compute:
- Apple said it worked with Google and NVIDIA to bring its Private Cloud Compute a…↗
Jun 8
amit — The Top 10 investments across Robinhood just got updated for June.
All 10 of the top held assets are the same except for one...
$AMD.
AMD replaces $NFLX (which was in the top 10…↗
Jun 8
Black Panther Capital — The Anthropic IPO math literally breaks the stock market 🤯
2 years from now. 2028. Anthropic could potentially be bigger than SP500 and Nasdaq combined.
Read that again. COMBINE…↗
Jun 8
Antonio Costa — BUT THE $NVDA CEO said the opposite !!! Who do you trust?↗
Jun 8
Midas — $NVDA CEO Jensen Huang is telling you where to invest in 2026.
He has personally allocated Nvidia's capital into these companies for a total of $45 Billion.
This is where the mo…↗
Jun 8
Shay Boloor — $NVDA CEO Jensen Huang said “buy $QCOM stock” while discussing edge AI and the need for AI chips inside smartphones.
Qualcomm is positioned to benefit as more AI inference moves t…↗
Jun 8
Wayne Liang — Pretty much nailed that bottom on $INTC last year, right before the aggressive rally.
Celebrating another big day for Intel after $GOOGL placed an order for more than 3 million TP…↗
Jun 8
BULL OF BRITAIN — By the way, the alpha of $AMPG and $KEEL having ties to $NVDA / $AMZN is not publicly confirmed yet. Imagine what the algos do when it is.↗
Jun 8
PhotonBull — $AMPG now directly lists $NVDA and $AMZN as customers on their website
This is still only trading at a $150M market cap and revenue is expected to come in around $50M this year, h…↗
Jun 8
Alex A.C. — $NVDA boss knows 😌
https://t.co/HUUF3CX10n↗
Jun 8
Mike Investing — President Trump has literally been telling you to buy AI themed names…
These are the 5 layers of AI that you need to be invested in:
1. Energy ~ $CEG, $VST, $OKLO, $EOSE, $GEV
2.…↗
Jun 8
The Assembly — $MRVL is ripping again.
Up 77% since we flagged it as one of $NVDA’s new investments. https://t.co/Vf0camhmF9↗
Jun 8
Wayne Liang — $MRVL showing that mega caps can be fun. Reminds me of my early calls on $NVDA and $AMD.
We'll very likely see an $MU / $SNDK type of run this year, towards that $1T MC.
Many asy…↗
Jun 8
Alphatica — MORNING INTERNALS | 11:16 AM ET
Nasdaq +1.80%. The bounce. The dark pool called it.
Friday: Nasdaq -1.78%. Volume 0.43x, the worst reading in the history of the series. AMEX 0.35…↗
Jun 8
amit — LARGEST RETAIL SINGLE STOCK NET INFLOWS FOR THE MONTH OF MAY:
$MU +$6.5B
$NVDA +$5.9B
$TSLA +$4.9B
$SNDK +$3.5B
$AMD +$1.9B↗
Jun 8
Shay Boloor — $NVDA is reportedly testing $INTC 18A process and EMIB packaging for its next-gen Feynman processor.
The main GPU compute die would still stay with $TSM but Intel could win share…↗
Jun 8
unusual_whales — Google, $GOOGL, and Nvidia, $NVDA, consider Intel, $INTC, as backup chip manufacturer, per the Information↗
Jun 8
Jason Luongo — The hyperscalers are set to spend over $700 billion in capex for 2026.
Here's where that money is flowing:
1. $NVDA - NVIDIA
Q1 revenue $81.6B, up 85% YoY. Data center alone was…↗
Jun 8
NoLimit — $INTC just ripped 12% on reports that $GOOG and $NVDA are evaluating it as a backup foundry. https://t.co/PA7weKUeyk↗
Jun 8
tae kim — Bernstein: "We estimate that a typical VR / NVL72 rack costs ~$9.1M per rack. This estimate is notably higher than the ~$8M figure reported in the media, which appears to be based…↗
Jun 8
Alphatica — JUST IN:
NVIDIA and Google among AI chip manufacturers evaluating Intel as potential backup to TSMC for advanced chip manufacturing.
$INTC $GOOG $NVDA↗
Jun 8
Shay Boloor — $GOOGL and $NVDA are reportedly considering $INTC as a backup manufacturer for advanced AI chips as $TSM capacity remains tight.
Major AI chip designers are exploring Intel foundr…↗
Jun 8
PhotonBull — What a day
And the market is not even open
$NVDA $GOOGL $INTC↗
Jun 8
Shay Boloor — @VanquishTrader Feels like Jensen has been in Korea for months with the number of $NVDA deals being announced 😅↗
Jun 8
Serenity — @LightLogix I mean...
> $SIVE reference laser for $GFS
> $SIVE laser 1.6T LRO with $JBL + many more pluggable players
> $SIVE + Ayar + $NVDA NVLink
> likely $SIVE +…↗
Jun 8
Shay Boloor — $NVDA CEO Jensen Huang says partnerships with SK Hynix & SK Telecom could bring hundreds of billions of dollars of business to South Korea.
He also said SK Hynix doubling wafe…↗
Jun 8
Alphatica — @UserX492894 Save your energy and rage bait for another channel. $NVDA↗
Jun 8
Shay Boloor — Bernstein estimates a $NVDA Vera Rubin NVL72 rack will cost ~$9.1M with HBM4 pricing rising to ~$53/GB by 2027 as volumes ramp.
That would put memory/storage near ~$3.2M per rack…↗
Jun 8
unusual_whales — Nvidia, $NVDA, CEO Jensen Huang has said that the global tech stocks selloff that began last week a buying opportunity, saying the buildout of AI has just begun↗
Jun 8
Shay Boloor — $NVDA CEO Jensen Huang met with Samsung’s chip chief in Seoul to discuss next-generation semiconductor cooperation.
The talks covered HBM4, HBM4E, HBM5, foundry work and autonomou…↗
Jun 8
Shay Boloor — $NBIS is investing ~$2.3B to expand AI infrastructure in the UK including three new $NVDA powered AI factory deployments.
The sites will reach 65MW of capacity by 2027 as Nebius e…↗
Jun 8
Serenity — @ark_btc I compiled 32+ different names related to $NVDA 800V DC mentioned by followers. And posted them in a simple format for people to do research on.
Not my recommendations l…↗
Jun 8
Antonio Costa — $NVDA $SPY Nvidia CEO Jensen Huang said the recent AI stock selloff is a buying opportunity, stressing that AI infrastructure growth is still at an early stage despite market volat…↗
Jun 8
tae kim — The one who hungers most for HBM memory will work hardest to claim it and win. Learn and strive harder, my friends. $NVDA https://t.co/83aBvaOrjN↗
Jun 8
The Future Investors — $NVDA $HXSCL NVIDIA and SK hynix announced a multiyear partnership to develop next-generation AI memory and support the global AI infrastructure buildout 🤖💾
The partnership also…↗
Jun 8
tae kim — Mixture of Experts models are highly likely to run better on GPUs over TPUs. Gemini is MoE. That is probably the reason Google does not submit TPUs to MoE independent public benchm…↗
Jun 8
Michael | Hypermarkets — HYPERMARKET WATCHLIST FOR June 8, 2026
$SPY crash continuation or massive reversal
1. $TSLA — $391 Robotaxi + FSD rerating hasn't happened yet; patient money wins Jan 2027
2. $M…↗
Jun 8
シバイヌおやびん（投資系VTuber） — （画像）"GPU vs ASICの論争について、ここから何が読み取れるでしょうか？ おそらく、より興味深いのは、Googleが独自のTPUチップを外部顧客に積極的に売り込んでいる一方で、GPUをレンタルするという決定を下したことです。
私たちは、いくつかの考えられる説明があると考えています。最も基本的なレベルでは、これは単に一時的な需要の急増に対する現実的な…↗
Shay Boloor — $NVDA CEO Jensen Huang called Friday’s sell-off a buying opportunity.
“Everyone has the chance to buy shares at a lower cost.” https://t.co/X6wmFdjzpZ↗
Jun 8
Trade Whisperer — $MU 8.4x $SNDK 8.5x $NVDA 16.4x
Mispricing of the Century
"Without the HBM memory, there is no AI supercomputer." -Jensen Huang https://t.co/utC48JeBNZ↗
Jun 8
Alphatica — Why the AI Boom Isn't 1999 or 2008, It's Something More Dangerous
$SPY $NVDA $QQQ↗
Jun 8
TheValueist — $EQIX $NVDA $MU $SNDK $LITE My key takeaway of Friar’s comments is that agentic GAI will need more compute closer to users because it involves frequent, real-time back-and-forth in…↗
Jun 8
Midas — $NVDA CEO Jensen Huang basically told everyone to buy energy stocks.
This is the biggest AI bottleneck of the data centre buildout.
Here are 5 stocks that could have 10x potentia…↗
Jun 7
Midas — This is one of $NVDA (Nvidia's) latest investments.
No one is covering it. These are the kind of names you want to find before everyone.
Here it is:↗
Jun 7
Alphatica — BREAKING NEWS:
Three Nvidia deals in South Korea in the last six minutes.
NAVER: gigawatt-scale sovereign AI factory using Nvidia DSX platform. Starting 55MW, scaling to 200MW b…↗
Jun 7
KawzInvests 🦑 — POV: You're Jensen Huang getting dressed in the morning $NVDA https://t.co/cHnVWfp4s5↗
Jun 7
Alphatica — BREAKING NEWS:
Nvidia just signed another sovereign AI factory deal. This time with NAVER, South Korea's largest internet company.
The scale: starting at 55 megawatts. Expanding…↗
Jun 7
Shay Boloor — $NVDA & SK Hynix announced a multiyear partnership to co-develop advanced memory for Vera Rubin, Vera CPUs, RTX Spark PCs & Jetson Thor robotics platforms.
SK Hynix will a…↗
Jun 7
TheValueist — $EQIX $DLR $NVDA $MU Friar shares excellent insights into agentic GAI. Worth watching.
https://t.co/B9rnY9ud40
EXECUTIVE SUMMARY
The source material is a June 2, 2026 All-In Liq…↗
Jun 7
KawzInvests 🦑 — From 2023 to 2026 $NVDA kept adding more GPUs to each rack but the underlying power system stayed the same. Think of it like adding more appliances to your house without rewiring a…↗
Jun 7
Trade Whisperer — @MartyChargin Structural shift has not been priced in yet. I think $MU and $NVDA will take off soon.↗
Jun 7
Alex A.C. — Yep, Memory bears very very RIP 😌
$NVDA Jensen knows https://t.co/sVoSZWsoCz↗
Jun 7
rubicon59 — @ALEXEIMARTOV $MRVL business delivered similar growth, and $NVDA multiple compressed.↗
Jun 7
rubicon59 — $NVDA stock has been mediocre since, but still ahead of $AAPl↗
Jun 7
Mike Investing — Last Fridays “flash crash” is the exact type of pullback that many make generational wealth on…
Following this; just yesterday President Trump announced he’ll buy equity stakes in…↗
Jun 7
Shay Boloor — “The market is in such a bubble.”
Yet here are the 2027 earnings multiples for some of the largest companies in the world:
• $ORCL ~26x
• $AMZN ~25x
• $GOOGL ~25x
• $MSFT ~22x
•…↗
Jun 7
InvestmentGuru — The AI buildout is expanding far beyond $NVDA.
Key areas seeing accelerating demand:
✅ AI servers & data centers ($HPE, $MCHP)
✅ Edge AI ($AMBA, $OSS)
✅ AI data infrastructure ($I…↗
Jun 7
PhotonBull — President Trump to invest in AI companies
$NVDA CEO Jensen Huang confirming that the memory shortage will last for several more years
If we are somehow still red tomorrow premark…↗
Jun 7
Michael | Hypermarkets — The AI supercycle is in year 3 of 15. You didn't miss it.
You'd make millions by knowing whats coming and buying dips until 2030+
Pay attention, we just finished Phase 1 2023-202…↗
Jun 7
Michael | Hypermarkets — In Taipei, CEO $NVDA Jensen Huang says $MU is the biggest bottleneck in AI.
Elon Musk and $DELL agrees with him. Trump even said to buy $MU stock.
Here's 4 obvious plays to buy…↗
Jun 7
Shay Boloor — @VanquishTrader $NVDA going to be worlds first $10T company↗
Shay Boloor — $NVDA CEO Jensen Huang threw the first pitch at a Korean pro baseball game while wearing a Bears jersey. https://t.co/TWPtKrwvdw↗
Jun 7
Jukan @COMPUTEX — JENSEN HUANG ANSWERED “YES” WHEN ASKED WHETHER IT IS TIME TO BUY NVIDIA STOCK.
$NVDA↗
Jun 7
Serenity — On top: $NVDA CEO also called out Silicon Photonics (optical networking) with memory.
Stating that Nvidia would require “supply volumes beyond imagination”.
What a bullish read…↗