Show 23 Posts

• 
  Lin

  2025-11-01 06:45:18

  𝗧𝗵𝗲 𝗟𝗲𝗮𝗱𝗶𝗻𝗴 𝗦𝘁𝗼𝗰𝗸𝘀 𝗥𝗶𝗴𝗵𝘁 𝗡𝗼𝘄: 𝗠𝗮𝗿𝗸𝗲𝘁 𝗟𝗲𝗮𝗱𝗲𝗿𝘀 $BE Bloom Energy $NBIS Nebius $HOOD Robinhood $CLS Celestica $CRWV CoreWeave $SYM Symbotic $STX Seagate $CRDO Credo Technology $INSM Insmed $MU Micron $PLTR Palantir $UI Ubiquiti $FIX Comfort

  

  

  x.com

  29

  794

  162

  62.9K
• 
  Lin

  2025-10-25 05:40:13

  Al infrastructure continues to be the leading theme: Hyperscalers: $GOOGL $MSFT $AMZN $ORCL $BABA Neocloud: $NBIS $IREN $CRWV $APLD $GLXY $WYFI Memory: $SNDK $STX $MU $WDC $PSTG Semis: $NVDA $AVGO $AMD $TSM $ASML $ARM $KLAC $INTC Networking: $CIEN $CLS $CRDO $RMBS $ANET $APH

  

  

  x.com

  12

  151

  28

  7.9K
• 
  Lin

  2025-10-14 06:28:55

  𝗙𝗼𝗰𝘂𝘀 𝗼𝗻 𝘁𝗵𝗲 𝗹𝗲𝗮𝗱𝗶𝗻𝗴 𝘀𝘁𝗼𝗰𝗸𝘀: 𝗠𝗮𝗿𝗸𝗲𝘁 𝗟𝗲𝗮𝗱𝗲𝗿𝘀 $NBIS Nebius $HOOD Robinhood $CRWV CoreWeave $CLS Celestica $SYM Symbotic $STX Seagate $INSM Insmed $PLTR Palantir $MU Micron $UI Ubiquiti $BABA Alibaba $GEV GE Vernova $NET Cloudflare $NRG NRG

  

  

  x.com

  16

  99

  16

  5.4K
• 
  TBU

  2025-10-09 06:27:22

  bubble boy generalist starter pack: - $STX $20 of EPS by 20x - $MU $20-25 of RR EPS by 12.5x - $CLS cuz it's up a lot - $SFBY as "cheap" OpenAI exposure (PT=infinity) - scouts in $RGTI $IONQ $QBTS - won't add to $NVDA because "my cost basis is like $30 bro"

  x.com

  8

  67

  1

  8.9K
• 
  Lin

  2025-09-30 06:01:22

  Investing in the right themes is basically a cheat code: FinTech $HOOD +12.27% $IBKR +4.05% $PYPL +3.54% Semis $SNDK +16.87% $NVTS +11.82% $WDC +9.23% $STX +5.35% $MU +4.22% Data Centers $IREN +9.72% $NBIS +2.34% $APLD +2.03% Data Engineering $INOD +7.69% Nuclear $LTBR

  

  

  x.com

  31

  445

  84

  30.1K
• 
  Venu

  2025-09-29 11:25:35

  Everyone asked for a pullback - we got it on leading stocks. Now heading into next week, these are the setups I’m watching: $HIMS $SYM $SNDK $MU $STX $BBAI $GRAL $GLW $EOSE $NBIS $BITF $CRWV $OPAD $UEC $ONDS $RR $GPRO $BE $PLUG $AMSC Hard to be bearish with this many setups.

  x.com

  9

  43

  4

  2.2K
• 
  Steel

  2025-09-24 07:39:22

  Off to a great start again on the 2k challenge. Up 50% in 2 days, with low risk plays. Join us at : http://pay.tradeecho.com #2KChallenge #Trading $MU $FLY $SPX $AIR $BIDU

  

  

  x.com

  7

  10

  1

  6.1K
• 
  Heisenberg

  2025-09-17 13:13:20

  These recent moves in $MU $WDC $SNDK $STX are absolutely wild and parabolic. We are definitely in the melt up phase. Not saying to short. But I gotta imagine the risk reward of chasing these names right now with fresh money are not favorable. Wait for a pullback if anything.

  x.com

  12

  35

  2

  7.9K