What market KOLsare calling right now.

Neoclouds: A Short Story -> $NBIS: 242% YTD - "Nebius will take care of you" ( $NVDA's Jensen Huang). -> $CRWV: 67% YTD - debt machine. -> $IREN: 58% YTD - excessive dilution. Nebius will become a $100B company in Q3.— @ParadisLabs Jun 17, 2026

$TRX.TO - I am long for breakout with gold NY Ticker is $TRX Last time I ran this up 200%— @JonkooTrades Jun 17, 2026

I have trimmed a little $NBIS here at $282, Allocation down from 40% => 30% Obviously still bullish, will keep my core position(15%) for as long as thesis is intact, the rest is traded.— @babyfolio Jun 17, 2026

$TRT - Monster run incoming to new highs?— @JonkooTrades Jun 17, 2026

$JBL (Bloomberg) -- Jabil boosted its core earnings per share guidance for the full year; the guidance beat the average analyst estimate. YEAR FORECAST Sees core EPS $12.70, saw $12.25, estimate $12.38 (Bloomberg Consensus) Sees net revenue $35 billion, saw $34 billion, estimate— @TheValueist Jun 17, 2026

AstroNova $ALOT will be acquired, $29 cash, ~74% premium to yesterday's price.— @nanocap100 Jun 17, 2026

Trendforce reports that $AMD is actively trying to secure CW laser supply with multiple major procurement orders... Is probably just the start of the bottleneck? There's not much independent capacity in Western supply chains left other than $SIVE or $AAOI and maybe Macom.— @aleabitoreddit Jun 17, 2026

I Barely Think About Robinhood Anymore 🪶 $HOOD— @DumbMoneyTV Jun 17, 2026

$GS $MS $BX $APO $KKR A fair question to ask is why someone focused on GAI TMT and Power is spending time on financial services. The answer is simple: GAI will create major downstream profit pools across capital markets, advisory, financing, and asset management. Once a— @TheValueist Jun 17, 2026

I Want Amazon to Drop Again 📉 $AMZN— @DumbMoneyTV Jun 17, 2026

$GS $MS $BX $APO $KKR A fair question to ask is why someone focused on GAI TMT and Power is spending time on financial services. The answer is simple: GAI will create a major downstream profit pool across capital markets, advisory, financing, and asset management. Once a— @TheValueist Jun 17, 2026

Two recent, surprising data points on $AXON: 1. Falmouth, Maine ended its contract with Flock and switched to $AXON for license plate readers. Surprising because Flock has the better tech/AI. Axon more price effective due to bundling? 2. Vancouver expands use of Axon ecosystem— @KairosPraxis Jun 16, 2026

$TRT - the most connected microcap in the AI supply chain that is finally getting attention. Quick breakdown. Trio-Tech. 67 years old. Semiconductor burn-in and reliability testing in Penang, Malaysia. Every chip gets stress-tested before it ships. TRT builds the boards and— @JonkooTrades Jun 16, 2026

$ASTS - in my eyes is a very good price at the moment. Correct me if I am wrong. But I believe the launch is tomorrow. And this time $SPCX is the launch provider - successful launch de-risks a lot of the thesis here. I am long. DYOR NFA— @JonkooTrades Jun 16, 2026

$SPCX is about to hit $3 trillion. Madness.— @CoffeeStocksGuy Jun 16, 2026

I haven’t followed $WULF much but with the news that Anthropic is pursuing DC leases and with Century Aluminum sharing that Terrawulf believes they will have a tenant announcement by end of June… aren’t the pieces kind of fitting together and if so what’s the blue sky upside— @Mike10947310 Jun 16, 2026

Knowing you found an absolute gem like $TRT - with a cost average near the $7 mark and a fat load of shares. Is the most peaceful thing ever. We feasting this year. Ties to: $COHR $MU $AMD $NXPI Sitting near $100m market cap is bizarre.— @JonkooTrades Jun 16, 2026

Options on SPCX start trading today People that are locked can hedge Yolo bros can ape into calls Let's see how it plays out— @PratikKala Jun 16, 2026

$SHMD very important update out this morning on increase in order uptake across multiple coustomers and key verticals AI infra and OPTICAL module orders continue to increase— @pennycheck Jun 16, 2026

As a Bitcoiner, the opportunity to receive daily dividends through $SATA in $BTC is just insane. Why leave my cash in the bank earning 3-4% when I can get paid daily with a 13% APY with $ASST? Looking forward to documenting my journey on here and for my subscribers. Remember,— @CoffeeStocksGuy Jun 16, 2026

$SPCX is now up 60% since Friday's IPO. The company is now worth $2.54 Trillion. I created this Treemap chart to show the relative valuation now of $SPCX compared to Space peers. $RKLB + $ASTS + $PL + $FLY together are worth $113.6 billion. This is just 4.3% of $SPCX. If you— @CoffeeStocksGuy Jun 16, 2026

Took some $ASTS for a mid term swing— @JonkooTrades Jun 15, 2026

$RBRK posted excellent Q1 earnings and dropped some nuggets at the BofA conference. ARR grew at 32% in Q1 and Q2 guidance is 27%. Updated Thesis: + Rubrik is clearly a platform now, and a lot of the growth is going to come from selling new offerings to existing customers. -— @KairosPraxis Jun 15, 2026

$TRT - Now practically confirmed to a couple massive players in the AI trade - $AMD - $MU - $NXPI - $COHR And you are still bearish on it? This stock is going to $50 in the next year. Guess we were so right, have been shouting this from the roofs when $TRT was at $7 and no one— @JonkooTrades Jun 15, 2026

$ONDS - On the verge of breaking down here Is there any buyers, even at these levels? Shorts will give you a sense of relief, so they can cover and short back again at high prices - they are in total control here. I have re-allocated my cash a long time ago, and have already— @JonkooTrades Jun 15, 2026

$JRSH posted an excellent Q4. Plus +20% y/y guidance for Q127.— @nanocap100 Jun 15, 2026

$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 it. (Bloomberg) -- Nvidia Corp. is seeking to raise at least $20 billion from its first corporate— @TheValueist Jun 15, 2026

$OUST is up 7% in pre-market. The road to $50 begins now.— @CoffeeStocksGuy Jun 15, 2026

$GLXY - Looks great here for a push towards $46 / $54 Took some sizing for a longer term swing Market absolutely ripping faces— @JonkooTrades Jun 15, 2026

Why I'm Staying Away From SpaceX $SPCX— @DumbMoneyTV Jun 15, 2026

Today, there's a new report that China eased InP substrate exports. Which is expected to relieve mass production bottlenecks in the photonics market (source: Digitimes) My optical positions are very happy to hear this: From $AXTI (substrates), $IQE (epiwafers) to $AAOI— @aleabitoreddit Jun 15, 2026

Do you understand how cheap memory stocks are? $SNDK, $MU, SK Hynix and Samsung: all under 8x 2027 P/E. Throw Kioxia & Nanya in there too. Then you've got $NVDA CEO Jensen Huang saying that the memory shortage will persist for "several years." This is probably the most— @ParadisLabs Jun 14, 2026

$OUST back to $50 next week.— @CoffeeStocksGuy Jun 14, 2026

There is no stock market bubble. Large Cap Fwd P/E's (2027/28) & Analysis: $NVDA: 22.9x -> 16.1x $GOOGL: 24.8x -> 20.6x $MSFT: 20.2x -> 16.8x $AMZN: 24.2x -> 17.9x $META: 15.7x -> 13.8x $AVGO: 19.7x -> 16.2x Analysis: $NVDA: 16.1x (2028) on >40% growth is the market pricing a— @ParadisLabs Jun 14, 2026

Let me talk about the $TRT short setup and why it matters more than people think. → 12.34% of float sold short → 49.33% off-exchange short volume → 824,606 shares short Real short pressure on a microcap that just went vertical. But this is not a dying company shorts are— @JonkooTrades Jun 14, 2026

$CRDO → the Q4 FY26 print quietly reset the bull case. Everyone saw “another beat.” The real signal was the guide → a flat-ish first half, then an optics-driven inflection that reshapes the whole revenue mix. The base is real, not hope. → Q4 rev a record $437M, up 157% YoY— @JonkooTrades Jun 14, 2026

If I had to stereotype my X experiences with markets: China 🇨🇳: set on cloning me with AI, can only think of trades in short term timeframes from A-shares PTSD. America 🇺🇸: bullish on anything futuristic like $SPCX, don’t care about valuations Europe 🇪🇺: from $SIVE to $SOI,— @aleabitoreddit Jun 13, 2026

$SPCX - SpaceX went public last Friday, and some things still don’t sit right with me. SpaceX filed its IPO under SEC code 7370: “Computer Programming, Data Processing, Etc.” Read that again → the most dominant rocket company in human history → launches 80%+ of all mass to— @JonkooTrades Jun 13, 2026

Are there any massive AI investment accounts on here that have not heard / talked about $TRT yet? If so, tag them below. I would love to have a chat with them to spark discussion about this beautiful undervalued gem.— @JonkooTrades Jun 13, 2026

When they IPO, the obvious trade will be: Long: $SPCX (xAI) Short: Anthropic/OpenAI In other words... Long: Elon Short: Dario/Sam— @ParadisLabs Jun 13, 2026

Okay my fellow Koreans, it's been awhile. Foosung (093370, ~$1.2B MC) looks like a massive beneficiary soon. Basically China export controlled Japan, causing their WF₆ supply chain to go down. Meaning 25% of the world's supply required for SK Hynix, Samsung, $TSM go bye— @aleabitoreddit Jun 13, 2026

$STM - the 2027 ramp is my thesis Forget the YTD chart. The question that matters: does the earnings ramp show up? → Data center revenue guided to ~$1B in 2026, then doubling again toward ~$2B in 2027 (company guidance, echoed by BofA on its PT raise to $83). That’s the— @JonkooTrades Jun 12, 2026

Whelp, that was a bust. SPCX got its expected pop and the rest of the sector became a source of funds. Not surprised, just disappointed. I have a long-term outlook and I'm sure it will all work out. I guess I was hoping for a repeat of Thursday's price action!— @BlackScholesMan Jun 12, 2026

China's control over InP exports threatens AI data centre rollout (Reuters). With 70%+ control over global output. Just as a reminder on beneficiaries: -> JX Advanced Metals: ~10% InP share -> $AXTI: InP >50% Q1'26 rev -> $LITE: maybe the cleanest large cap beneficiary ->— @ParadisLabs Jun 12, 2026

$SATS is down 12% today. Current market cap: $32.9B SpaceX stake (2% of $1.77T): $35.4B $SATS is now trading at a 7% discount to its $SPCX shares. The market is valuing HughesNet + Boost Mobile at negative $2.5B. Incredible. Surely this has got to run soon? I’m now very— @CoffeeStocksGuy Jun 12, 2026

$SNDK at $2,000 is bigger news than the $SPCX IPO.— @ParadisLabs Jun 12, 2026

Ummm I'll take red for two trill $SPCX— @MomentumKevin Jun 12, 2026

Elon: "i told people there's less than a 10% chance we succeed" Short $SPCX Long hyperliquid:native— @MomentumKevin Jun 12, 2026