InvestmentGuru — Fifteen setups. Different risk profiles, different timelines, different catalysts.
$BB — BlackBerry pivoted hard into cybersecurity and automotive software (QNX). The embedded OS…↗
May 2026 · 21 mentions
May 29
InvestmentGuru — Congrats whoever added this
$BB
$QS
$SOUN
$VLN
$FLNC
$SIDU
$BBAI
$KULR
$KITT
$LAES
The macro selloff didn’t break these businesses — it discounted them.
Not financial advice↗
InvestmentGuru — Building a Semiconductor Watchlist: 20 Names to Watch
$AMKR — Advanced packaging
$GFS — Mature-node foundry
$LSCC — Low-power FPGAs
$AEHR — Wafer-level burn-in test equipment…
March 2026 · 3 mentions
Mar 29
KaizenInvestor — Done some research this weekend on smaller photonics plays.
$SIVE
$SOI
$IQE
$OPTX
$HIMX
$WOLF
$VLN
$QRVO
My research has honestly worried me a bit here. I read lots of good thin…↗
Mar 26
Serenity — @Focussed_Swings As for $VLN, I don't think I'm wrong. But markets clearly disagree with my opnion.
I've learned two things:
- Some stocks like Japanese ones can trade way under…↗
Mar 22
Serenity — JPM is projecting 0 rate cuts in 2026 (Mar 19th).
Derivatives show~37% 0 rate cuts.
Here's the traditional winners and losers:
1. Banks / Stablecoins: $CRCL, $JPM, $BAC, $WFC…↗
InvestmentGuru — $QS
$SOUN
$SERV
$DGXX
$SLNH
$RR
$DARE
$VLN
$BB
$SIVEF
Worth keeping eyes on these stocks as many are starting to see improving momentum, sector rotation, or ea…↗
May 13
InvestmentGuru — Many green in my portfolio today
$QS
$SOUN
$MU
$AAOI
$VLN
$NOK
$RR
$DGXX↗
InvestmentGuru — 15 stocks where I see early positioning opportunities across different sectors for long term growth:
$QS
$VLN
$EOSE
$SIVEF
$JOBY
$SATL
$SOUN
$SERV
$BBAI
$PLUG…↗
May 11
InvestmentGuru — $DGXX $SLNH $SATL $SIDU $LWLG $POET $BB $KEEL $KOPN $VLN $GCTS $SHMD $ASTI $BLNK $ABCL
$SIVEF
Some good-looking small cap and early-bet setups in this market right now. A mix…↗
May 9
InvestmentGuru — The Complete Semiconductor Playbook — AI Supercycle 2026
🤖 EDGE AI
$QUIK · $CEVA · $SYNA · $QCOM · $INDI · $VLN · $SMTC
→ AI leaves the data center. Devices. Cars. Factories…↗
May 9
InvestmentGuru — 20 Stocks That Could Be the Next Market Leaders
$JOBY — eVTOL pioneer. FAA cert in final stages. eIPP program launching mid-2026. Air taxi market is real and near.
$QS — Solid-sta…↗
May 5
InvestmentGuru — 10 high-risk innovation stocks with potential to outperform if the market rewards growth again.
$SOUN — Voice AI momentum is building. Earnings this week will be key. If enterpris…↗
May 2
InvestmentGuru — $VLN is starting to get attention as the market wakes up to its position in high-speed connectivity chips for automotive, industrial, and AI-driven data transfer. With revenue grow…↗
May 1
InvestmentGuru — Great day across this name
$VLN $INDI $SIVEF $IQEPF $MX $GCTS↗
InvestmentGuru — $VLN — Valens Semiconductor is a tiny, overlooked chip company with a big automotive connectivity thesis. Valens owns the MIPI A-PHY standard — the high-speed connectivity protocol…↗
Apr 22
InvestmentGuru — 10 stocks at a serious buying opportunity right now-
$BB — QNX royalty backlog hits $950M, new automotive wins, guiding $100M operating cash flow FY27
$QS — Eagle Line live, $970…↗
InvestmentGuru — Top 4 Conviction Semiconductor Plays
$POET — AI bandwidth play. Photonics solving the real bottleneck → data movement. Early + explosive upside.
$NVTS — Power is the constraint.…↗
InvestmentGuru — $POET and $LWLG best risk reward in photonics
$SATL and $SIDU best risk reward in Space
$VLN and $INDI best risk reward in semiconductor↗
KaizenInvestor — Weekend is a great time to do some research.
Companies I’m going to look into this weekend:
$AEHR
$FN
$CIEN
$JBL
$VLN
$MTSI
$IRDM
$SPIR
Here is my method 👇↗
Apr 3
Serenity — Serenity's Followers Favorite Stock Parabolic Growth ETF:
The most anticipated ETF of all time:
$TRT - $5.88
$HGRAF - $4.49
$SIVE - 9.9 SEK
$QURE - $17.21
$AEHR - $45.08
$ENVX -…↗