Start with a fund, politician, or insider. See the stocks tied to each one and the source history as it builds.
The tweet suggests buying NBIS as it could return to all-time highs for a 50% gain.
If $NBIS returns to ATH's from a few weeks ago it's a 50% profit. Tempted to bid this one now.— @CoffeeStocksGuy Jul 7, 2026
Nasdaq uplisting catalyst expected to drive price higher.
$CGEH. Nasdaq uplist catalyst is here. Brace for upside.— @Longviewres Jul 7, 2026
Company authorized a $10M buyback and terminated its ATM equity offering, signaling management confidence and reduced share dilution.
$AMPG authorized a $10M buyback today and terminated its ATM equity offering in the same release. The obvious read is "buyback equals bullish." The detail that matters more is what they killed alongside it, and what they didn't. The $10M authorization runs 24 months and is— @CoffeeStocksGuy Jul 7, 2026
Equity Residential has been quietly acquiring land around its Mt Carbine plant and today announced a major expansion.
$EQR llevaba meses comprando terreno alrededor de su planta de Mt Carbine sin hacer ruido. Hoy dio el salto grande. 🧵— @jessanleon Jul 7, 2026
Institutions will go long on NVDA after a dumb selloff based on refuted CPO delay reports.
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 refuted by $NVDA High confidence, institutions will end up going long on the same names they’re— @aleabitoreddit Jul 7, 2026
AVGO is fundamentally strong, and selling a put at 280 indicates a bullish outlook.
I will make 12% rent without owning any stocks. Here is how:- 1) I own 0 stocks of AVGO (Broadcom). The stock trades at 370. 2) Fundamentally, this is one of the best businesses in the world to own. 3) Now, I will sell a PUT option at around 280. This is 20%+ Out of the— @Akshat_World Jul 7, 2026
Reddit's strong financials with 91.5% gross margins, 45%+ forward growth, and 30.7% net profit margin suggest the stock is undervalued above $200.
Was a sad few months for $RDDT. But glad it's finally back above $200. Reddit was doing: - $663M revenue w/ 91.5% gross margins - $204M GAAP net income - 45%+ fwd Y/Y growth after 69%+ growth. - Net profit is ~30.7% of revenue Felt very weird to see a profitable company get— @aleabitoreddit Jul 6, 2026
MicroStrategy will underperform Bitcoin and its chairman may sell shares, causing further price depression.
Best case MSTR stays depressed even if BTC goes up and Saylor continues selling while BTC does its own thing Bleed him out of it A duck can dream— @DonAlt Jul 6, 2026
Endorsing Burry's long-term bullish thesis on Lululemon, implying the massive drawdown is a contrarian opportunity.
Michael Burry is thinking in 6-dimensions by going long $LULU! The stock is down 60% since he went long.— @ParadisLabs Jul 6, 2026
Qualcomm's acquisition of Modular provides a CUDA competitor, potentially breaking Nvidia's AI software moat.
$QCOM - Qualcomm is in advanced talks to buy Modular for ~$4B. On the surface it reads as another AI tuck-in. It isn't. This is $QCOM buying the one thing that has kept every $NVDA challenger from mattering ↓ → The moat was never just the silicon. It was CUDA. Modular builds— @JonkooTrades Jul 6, 2026
NVDA roadmap delays benefit interconnect suppliers as next-gen system timelines shift, creating sustained demand.
$CRDO + $AAOI → $NVDA's roadmap just slipped a year, and the interconnect names are the quiet winners. @SemiAnalysis_ just dropped a big one → Kyber NVL144 delayed 12+ months to 2028, the NVL72x2 back-to-back copper rack cancelled, NVL576 over CPO pushed out, and even the— @JonkooTrades Jul 6, 2026
Entered swing long in NBIS near $215, stop under $200, target above $260 for a 2.2:1 risk-reward ratio.
$NBIS - Took some here for a swing near $215 Stop loss under $200 with an eventual target of $260+ Giving you a risk reward of about 2.2/1 https://t.co/ABGSGvTU2H— @JonkooTrades Jul 6, 2026
DELL is forming a bullish symmetrical triangle consolidation, with a break and re-test of the upper trendline targeting a rally to $650.
$DELL is getting ready for another leg up. A symmetrical triangle forming from a leg up is normally a consolidation period before we see bullish continuation. A break & re-test of the upper trendline could spark another rally - with a technical target of around $650. Keep— @JonkooTrades Jul 6, 2026
WULF signs a $19B data center lease with Anthropic, a positive development for the neocloud/colo sector.
Wow, $WULF signs a $19B DC lease with Anthropic today. Probably a very positive tailwind for the Neocloud/Colo sector.— @aleabitoreddit Jul 6, 2026
Management pre-announced tracking to high end of guidance with Integrated Memory growth 65-75% YoY and full-year non-GAAP EPS around $2.15.
$PENG reports tomorrow after the close. Here's what a bullish print actually looks like for me. Management already pre-announced they're tracking to the high end of guidance, which called for Integrated Memory growth of 65 to 75% YoY and full-year non-GAAP EPS around $2.15.— @JonkooTrades Jul 6, 2026
Vera Therapeutics is a long setup with a $90 price target, driven by the upcoming atacicept PDUFA decision and significant upside from the current $41.
$vera ***deep dive long*** as promised, deep dive before open tomorrow. I like this setup, with a PT of $90 , not many 100% + setups in this tape. So you’re welcome. Atacicept’s AA PDUFA coming up Monday or Tuesday this week. $vera is trading at $41 (~$3B cap, ~$2.4B EV), and— @seedy19tron Jul 6, 2026
Bearish on NBIS for AI compute, anticipating a dip in AI stocks.
Everyone wants to buy the dip until AI stocks actually start crashing. These are the 3 names I’m watching lower: $NBIS for AI compute $FPS for data center power $INDI for physical AI and Memory exposure I’ll post the exact buy zones and trade updates in Discord. Link in bio if you want my trades right when I make them. #stockmarket #investing #quantfinance #hedgefunds #trading
Expecting massive gap up tomorrow
Expecting MASSIVE gaps up tomorrow on: - $AAOI - $NBIS - $TRT - $ASTS - $BRUN - $PENG - $IREN - $OPEN What do you think? 🚀— @JonkooTrades Jul 5, 2026
Micron leads a significant $9.3B investment in its Hiroshima facility, indicating strong localized capex commitment.
Just some consolidated updates on memory: - $MU leads new 1.5T Yen investment in Hiroshima ~$9.3B. (bullish read through for Disco, Advantest, Resonac, Towa) since capex is localized. - Morgan Stanley pointed out NAND will continue to be in short supply into 2027 so $SNDK /— @aleabitoreddit Jul 5, 2026
Anticipates a 1.5-2% gap up in tech, suggesting long positions in QQQ.
So what we thinking monday? I think we gap up about 1.5-2% on tech - what about you guys? $SPY $QQQ— @JonkooTrades Jul 5, 2026
Buying NBIS at $229 based on a leak involving Anthropic and Australia.
$NBIS $229 on hyperliquid on the Anthropic x Australia leak. Good stuff.— @babyfolio Jul 5, 2026
Buying QQQ for a swing trade expecting 20-30% return over the next year.
This year, I will make 1 Mega Trade. I expect to make 30% with significantly large capital. The plan is: > I will buy QQQ this year. > And, exit most likely by next year. > This swing can make around 20-30%. People would shrug: oh big deal -- 20-30% is not exciting. Cool?— @Akshat_World Jul 5, 2026
CCXI has a huge lead in humanoid safety due to NVDA's full-stack robotics safety system, positioning it for mass adoption.
$CCXI (Agility) have a huge lead in humanoid safety thanks to $NVDA: 1. Humanoid safety is a critical barrier to mass adoption. 2. $NVDA's Thor and Halos for Robotics is the industry’s only full-stack robotics safety system. 3. $CCXI (Agility) are the first humanoid maker to— @ParadisLabs Jul 4, 2026
Nebius (NBIS) is down 25% but Nvidia's CEO Jensen Huang endorses it, making a bet against the AI buildout leader unwise.
$NBIS: down 25% in three weeks. $NVDA's Jensen Huang: "Nebius will take care of you!" I don't think it makes much sense to bet against the President of the AI buildout.— @ParadisLabs Jul 3, 2026
Sandisk's new 332-layer 3D flash production with 59% higher bit density and faster interface addresses AI memory bottleneck, potentially boosting revenue.
Japan just showed the AI trade where its tightest bottleneck lives → and then made it bigger. This morning Kioxia and Sandisk ( $SNDK ) started production of their 10th-generation 3D flash at the new K2 fab in Kitakami → 332 layers, +59% bit density, 4.8 Gb/s interface, read— @JonkooTrades Jul 3, 2026
Both LULU and WHR are weekly oversold with bullish divergence, below 200-week by biggest margin, and have good quality products, trading as if in a depression.
I'm holding a lot of $LULU and $whr. here are my reasons: technical side: both weekly oversold, weekly bullish divergence; below 200week by the biggest margin. fundmental: both products have very good quality, both trade as if the economy at the biggest depression like 1929— @SwingTraderQ Jul 3, 2026
Meta selling excess AI capacity signals overinvestment, threatening the AI bubble.
“This is very bad for the AI bubble” with Ed Zitron. @ed_elson_: “Meta is reportedly planning a cloud business to sell its excess AI capacity. The company has poured billions into its AI infrastructure, and until now, Meta has maintained that all of those investments and the resulting compute capacity would be used for internal purposes. But clearly now, something has changed.”
Recalls Jensen Huang's comment about Marvell potentially becoming a $1T company, viewing dips as reminders of that upside.
Does anyone else have this annoying seed planted in their mind too? Whenever I see $MRVL drop, I get reminded of Jensen’s comment “The next $1T company”.— @aleabitoreddit Jul 2, 2026
AAOI projects $1.4B quarterly revenue by H1 2027 against a $9.3B market cap, indicating significant undervaluation.
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 years (per $POET AGM) likely starting into 2029. Lumentum is so strained that they buy CW lasers off competitors (earnings transcript) $COHR is bottlenecked, so they buy EML off Lumentum.Then, $AAOI is coming in with Made-in-America independent CW capacity, are projecting $1.4B/quarterly revenue ending H1 2027 of a stupid $9
Bullish on WHR as the author holds shares and prefers their products over competitors.
I'm holding a lot of $WHR hopefully it doesn't go to zero. really like their products way more than Samsung or LG.— @SwingTraderQ Jul 2, 2026
The stock offering de-risks Ouster's balance sheet, providing runway for execution.
My thoughts on the $OUST common stock offering: Great decision by management. They are executing a classic "strike while the iron is hot" strategy to fortify Ouster’s balance sheet. Ouster successfully de-risked its entire corporate runway by adding roughly $200 million in— @CoffeeStocksGuy Jul 2, 2026
Founders awarded $1.14B in stock compensation while running a $6B ATM, signaling potential dilution and misaligned incentives.
$IREN founders award themselves $1.14B+ of stock based compensation. Vesting over 4 years timeframe. This is amid their active $6,000,000,000 ATM. I’m not going to say anything but I think it speaks for itself.— @aleabitoreddit Jul 2, 2026
Wells Fargo views Meta's plan to sell excess compute as a positive signal for AI demand and unit economics, with no expected pullback in capex.
Wells Fargo: $META intent to sell excess compute is a positive signal around underlying demand and unit economics of AI. “Despite this shift, we don’t expect a pullback in Meta’s capex or that overall compute needs are lower” Regarding Neoclouds: WF thinks it validated the— @aleabitoreddit Jul 2, 2026
Gross margin misunderstood by bears; IR reply suggests setup for next leg higher.
The most misunderstood number in the $TRT story is the gross margin. Bears see 16% and call it broken. I see the setup for the next leg. And the IR reply I got points right at it. Let me walk through it. First, the uncomfortable fact, stated plainly. $TRT's gross margin has— @JonkooTrades Jul 1, 2026
Start building a BB position if price reaches the 11-12 area, as the level would be supportive of the ongoing trend.
for those asking, if you don't have any exposure to $BB I think a decent plays to look to start building a position would be between the top two blue lines if given 11-12 area which would still be quite supportive of the overall trend— @Pentosh1 Jul 1, 2026
ATS is a secular bet on AI with a 3-5 year horizon, indicating high conviction for long-term outperformance.
Highest Conviction Positions: Now that H1 is behind us, I tried to zoom in on the 6 stocks I own that will be in a much better position after 3-5 years. The purpose of this exercise was to see if my position sizing is aligned with my conviction. 1. $ATS - A secular bet on AI -— @KairosPraxis Jul 1, 2026
Agility Robotics sources 75% of parts from the USA, countering bearish narratives about US robotics.
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 the graph, looks like — @aleabitoreddit Jul 1, 2026
Forced buyers, valuation support, buyout floor, management changes, and retail flow create a compelling long setup.
$WEN is the easiest way for hedge funds to make career trades on the long side There are forced buyers as it rallies, valuation support, buyout floor, change / mgt strategic angle and retail flow which is increasingly important What’s not to love— @jupiters_string Jul 1, 2026
Skepticism that META's AI data-center compute is truly needed if they are leasing it out, implying potential overinvestment or weak internal demand.
$META blinking on AI data-center compute if they have so much of it to lease it out?— @BlackScholesMan Jul 1, 2026
Rosenblatt lists MIAX as a top idea with a Buy rating and raised price target to $61.
Rosenblatt lists $MIAX as one of its top eight ideas for the second half of the year. Unfortunately, I don’t have access to the full report, but the firm’s latest view remains firmly bullish: a Buy rating and a $61 price target (raised from $59 on May 7) after what it called— @MoodyWriter13 Jul 1, 2026
META is launching a cloud service to monetize its excess AI compute capacity, capitalizing on insatiable demand for AI.
$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— @TheValueist Jul 1, 2026
TSM hits an all-time high with expectations for significant further gains over the next decade.
$TSM quietly knocking out an all time high today. Much much much more to go for this stock over the next decade.— @TheValueist Jul 1, 2026
Monthly RSI of NKE has never been this low, suggesting oversold conditions and a buying opportunity.
$NKE monthly RSI never been this low. I'm going to pick up some shares here. Hopefully it doesn't go to zero.— @SwingTraderQ Jun 30, 2026
Bloom Energy stock will rise further due to expanded partnership with Brookfield, expressing a bullish outlook.
$BE *BLOOM ENERGY RISES 8% ON EXPANDED PARTNERSHIP WITH BROOKFIELD I'm long calendar BE -9/18/26 c480 || +1/21/28 c480. Lots more to go and must be willing and able to hold through the drawdowns. Club Valueist - get involved. It will be the best $1/month you’ll ever spend.— @TheValueist Jun 30, 2026
Lightpath's growing backlog and credible CEO execution suggest long-term strength.
Lightpath CEO Sam Rubin gave another great interview. Backlog continuing to grow and they're in execution mode. Reading between the lines, one thing that stood out to me: - $LPTH not a defence prime, but this is a company that's gonna be around for a long time. I believe the CEO— @KairosPraxis Jun 30, 2026
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