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Pinkspider
·
06-24
$SPCX - SHORT SELLERS TARGET SPACEX Bearish bets against SpaceX are rising after the stock fell about 30% from its post-IPO high. Short interest jumped to 13% from 8% in one session, according to Ortex, signaling growing expectations of further declines. However, analysts warn the stock remains vulnerable to a short squeeze, as strong investor demand and limited share availability could trigger a sharp rebound.
$SPCX - SHORT SELLERS TARGET SPACEX Bearish bets against SpaceX are rising after the stock fell about 30% from its post-IPO high. Short interest ju...
TOPDrewStrong: 13% short interest in one session is nasty lol, but float this tight can rip faces off too. Who's brave enough to stay short here?
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Young on stocks
·
06-24

Everyone Is Watching NVIDIA. I'm Watching These Instead.

Yesterday I talked about a few names I was looking to accumulate on weakness. Today, the catalysts are already starting to emerge. This is exactly why investing isn't about chasing headlines. It's about identifying where capital is going before the market fully prices it in. Most investors wait for the good news and then buy. The problem is that by the time the story becomes obvious, a large part of the upside is usually gone. The biggest returns often come from owning the right assets before the narrative becomes consensus. My core thesis remains unchanged: AI infrastructure spending is still expanding. Data center investment is still accelerating. And the companies building the backbone of the AI economy are still being underestimated. 🔹 $NOK $诺基亚(NO
Everyone Is Watching NVIDIA. I'm Watching These Instead.
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Barcode
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06-25

🚨🧠⚡ $MU: The AI Infrastructure Trade Wall Street May Be Underestimating ⚡🧠🚨

$Micron Technology(MU)$ $NVIDIA(NVDA)$  $Robinhood(HOOD)$  I’m watching one of the most important shifts in the AI investment cycle unfold. While the market has focused heavily on GPU leaders like $NVDA, retail investors appear to be rotating aggressively into the memory backbone powering the next generation of artificial intelligence. The question investors need to ask: Is memory becoming the next major bottleneck, and could companies like $MU capture a larger share of AI infrastructure spending than the market expects? 📊 Retail is sending a powerful signal I’m tracking a major change in investor behaviour: $MU’s 21-day buy/sell ratio has consi
🚨🧠⚡ $MU: The AI Infrastructure Trade Wall Street May Be Underestimating ⚡🧠🚨
TOP1PC: Nice Sharing 😁 @Aqa @DiAngel @koolgal @Shyon @JC888 @SherniceXuan 2000
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koolgal
·
06-25
🌟🌟🌟Yesterday's sharp pullback in $Alphabet(GOOG)$ was triggered by news of Nobel Prize winner and senior Google DeepMind scientist John Jumper defecting to rival AI start up Anthropic.  It sparked sudden panic over the defence of Google's core intellectual property. This is just a temporary setback for Google.  With Google Cloud revenue exploding 63% to USD 20 billion in Q1 2026, Google offers great value for smart investors who look long term for Google's exponential growth ahead.  At a highly attractive forward P/E ratio of just 24.51x, this is a great price to pay relative to Google's growth runway. It is time to deploy the war chest to buy $Alphabet(GOOG)$ .

【🎁有獎話題】Google遭遇今年以來最慘一跌!巴郡趁低吸納?

@愛吃辣的小老虎
Hi小虎們!在大家都在關注SpaceX以及存儲板塊的時候,啱啱接過股神巴菲特火炬的Greg Abel就選擇加倉谷歌,而啱啱被納入道瓊斯指數,就迎來一年內最慘一跌,一起來看看吧~~~ 谷歌接連失去核心成員! 6月22日美股盤中,谷歌股價一路下跌超7%至340.94美元,創下4月底以來的新低,市值蒸發3200億美元!這也是谷歌一年多以來表現最差的一天。 截至隔夜美股收盤,谷歌收跌0.77%至346.08美元,總市值為4.21萬億美元。在上個月創下歷史新高的404.47美元后,本月已經累計跌超8%,而谷歌母公司Alphabet啱啱取代Verizon被納入道瓊斯工業平均指數,同英偉達、亞馬遜、微軟和蘋果一起進入這一藍籌股指數。 本次股價大跌並不是因為業績爆雷,也不是因為高昂的資本開支,而是接連流失核心成員,而這些核心成員都紛紛加入了OpenAI和Anthropic: Noam Shazeer:此前谷歌花費了27億美元請回來的Character.AI創始人,為谷歌Gemini技術聯合負責人。在2017年創作的《Attention Is All You Need》,描述了構成如今生成式AI的transformer架構,如今轉投OpenAI; John Jumper:因創造可預測蛋白質結構的AI模型AlphaFold獲得了2024年諾貝爾化學獎,同時他也是DeepMind副總裁兼工程院士,如今去了Anthropic。 對於谷歌來說,這兩個人掌握着大模型和科學智能(AI for Science)的重要技術護城河,如今轉投兩大強勁的AI獨角獸公司,引發了市場對於谷歌在AI競爭白熱化中落後的擔憂。此前有谷歌前員工表示,這家科技巨頭在向企業銷售AI變成工具方面表現得「十分掙扎」! 從2023年12月推出Gemini 1.0,再到2025年5月推出Gemini 2.5 Pro正式版,從首次統一文字
【🎁有獎話題】Google遭遇今年以來最慘一跌!巴郡趁低吸納?
🌟🌟🌟Yesterday's sharp pullback in $Alphabet(GOOG)$ was triggered by news of Nobel Prize winner and senior Google DeepMind scientist John Jumper defe...
TOPDebbyLily: 24.5x for Google with Cloud at 63% growth looks cheap ngl. I added on the flush
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koolgal
·
06-25
🌟🌟🌟Did Greg Abel of $Berkshire Hathaway(BRK.B)$ make the right choice to buy $Alphabet(GOOG)$ ?  If we look back at Berkshire's recent purchase of USD 10 billion in Google's shares, Greg Abel actually negotiated a 6% discount relative to early June pricing. Google is now one of  Berkshire's top 5 equity holdings.    Berkshire is treating Google not as a speculative bubble, but as an indispensable utility powerhouse with a strong digital moat. Just as Warren Buffett broke tradition to make Apple as a cornerstone holding in 2016, Greg Abel is positioning Alphabet as the cornerstone of Berkshire's top holdings for the next decade. Greg Abel obviously saw value in Alphabet as it h

【🎁有獎話題】Google遭遇今年以來最慘一跌!巴郡趁低吸納?

@愛吃辣的小老虎
Hi小虎們!在大家都在關注SpaceX以及存儲板塊的時候,啱啱接過股神巴菲特火炬的Greg Abel就選擇加倉谷歌,而啱啱被納入道瓊斯指數,就迎來一年內最慘一跌,一起來看看吧~~~ 谷歌接連失去核心成員! 6月22日美股盤中,谷歌股價一路下跌超7%至340.94美元,創下4月底以來的新低,市值蒸發3200億美元!這也是谷歌一年多以來表現最差的一天。 截至隔夜美股收盤,谷歌收跌0.77%至346.08美元,總市值為4.21萬億美元。在上個月創下歷史新高的404.47美元后,本月已經累計跌超8%,而谷歌母公司Alphabet啱啱取代Verizon被納入道瓊斯工業平均指數,同英偉達、亞馬遜、微軟和蘋果一起進入這一藍籌股指數。 本次股價大跌並不是因為業績爆雷,也不是因為高昂的資本開支,而是接連流失核心成員,而這些核心成員都紛紛加入了OpenAI和Anthropic: Noam Shazeer:此前谷歌花費了27億美元請回來的Character.AI創始人,為谷歌Gemini技術聯合負責人。在2017年創作的《Attention Is All You Need》,描述了構成如今生成式AI的transformer架構,如今轉投OpenAI; John Jumper:因創造可預測蛋白質結構的AI模型AlphaFold獲得了2024年諾貝爾化學獎,同時他也是DeepMind副總裁兼工程院士,如今去了Anthropic。 對於谷歌來說,這兩個人掌握着大模型和科學智能(AI for Science)的重要技術護城河,如今轉投兩大強勁的AI獨角獸公司,引發了市場對於谷歌在AI競爭白熱化中落後的擔憂。此前有谷歌前員工表示,這家科技巨頭在向企業銷售AI變成工具方面表現得「十分掙扎」! 從2023年12月推出Gemini 1.0,再到2025年5月推出Gemini 2.5 Pro正式版,從首次統一文字
【🎁有獎話題】Google遭遇今年以來最慘一跌!巴郡趁低吸納?
🌟🌟🌟Did Greg Abel of $Berkshire Hathaway(BRK.B)$ make the right choice to buy $Alphabet(GOOG)$ ? If we look back at Berkshire's recent purchase of U...
TOPDaisyMoore: 6% discount for a top 5 slot feels very Berkshire. I’m long Google too — the cash flow matters more than the AI noise. Ten-year hold?
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727
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nerdbull1669
·
06-25

Micron Destroys Expectations: AI Infrastructure Demand Drives Record-Breaking Q3 Blowout and Stellar Guidance

The U.S. markets' mixed close on June 24, 2026, offers a textbook look at a market undergoing structural rotation and structural skepticism. While megacap tech giants like $Microsoft(MSFT)$ Microsoft and $Oracle(ORCL)$ Oracle pulled the Nasdaq and $S&P 500(.SPX)$ S&P 500 lower, the $Dow Jones(.DJI)$ Dow Jones Industrial Average rose, fueled by a broadening out into cyclical sectors like homebuilders. This divergence signals a pivotal shift: Wall Street is transitioning from blind euphoria over AI narratives to demanding strict "market discipline" on capital expenditure (Capex) and valuations. The Real-T
Micron Destroys Expectations: AI Infrastructure Demand Drives Record-Breaking Q3 Blowout and Stellar Guidance
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218
General
离火大运
·
06-25
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426
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nerdbull1669
·
06-25

(1/2) Navigating the 2026 AI Infrastructure Boom: Tactical Credit Spreads and Physical Backbone Plays

The start of H2 2026 has thrown investors straight into a textbook "wall of worry". On one hand, we are seeing massive, continued capital expenditure on artificial intelligence infrastructure—with mega-caps on track to spend roughly $700 billion on data centers this year alone. On the other hand, the market is aggressively recalibrating. We are experiencing intense rotational shifts out of early AI winners, spikes in volatility from lingering geopolitical tensions (particularly around energy channels), and sharp, sudden relief rallies whenever headlines de-escalate. Navigating this hybrid environment requires balancing structural protection with tactical flexibility. Strategies to position a portfolio for both resilience and opportunity during this H2 stretch include: Upgrade the AI Exposu
(1/2) Navigating the 2026 AI Infrastructure Boom: Tactical Credit Spreads and Physical Backbone Plays
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127
General
Aysan
·
06-25
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124
General
Mkoh
·
06-25

The PE Emperor has No Clothes: Why the $BX, $KKR, and $ARES Meltdown is a Systemic Warning Shot

It wasn't just Switzerland's Partners Group capping redemptions at 5% on their flagship fund that should have you worried. The whole alternative asset class broke together this week, and the public market tape is ugly: Ares ($ARES): -15% Carlyle ($CG): -12% Blackstone ($BX): -12% Apollo ($APO): -11% KKR ($KKR): -7% This synchronized shellacking across the mega-cap private equity giants is more than just a bad week on the markets—it is a massive leading indicator. When firms that thrive entirely on leverage, transaction velocity, and timely exits start wobbling in tandem, the canaries in the coal mine aren't just singing; they are dropping dead. The Death of Paper Marks & The Only Metric That Matters (DPI) For the last few years, PE shops have been marking their own homework, keeping po
The PE Emperor has No Clothes: Why the $BX, $KKR, and $ARES Meltdown is a Systemic Warning Shot
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918
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WeChats
·
06-25
Everyone thinks the market is pulling back because fundamentals are weakening. They’re wrong. 📉🛑 Let’s cut through the noise. Yes, we’ve seen a pullback. Yes, I took a small hit myself this week—but I’m not losing a second of sleep over it. Here is the objective reality: The market just surged a massive 6,000 points from its early June lows. What we are experiencing right now isn't a crash; it hasn’t even broken the major moving averages. It is simply a market taking a well-deserved breath after sprinting to all-time highs. A lot of you are paralyzed, wondering if this is a "fake breakout." Market Insight: A true fake breakout is a sudden, violent trap after a long consolidation. What we have today is a structurally healthy rest. Don't let normal volatility shake you out of a generational
Everyone thinks the market is pulling back because fundamentals are weakening. They’re wrong. 📉🛑 Let’s cut through the noise. Yes, we’ve seen a pul...
TOPAh_Meng: Insightful article. Great that you are settled for life with your investment wins! Congratulations! 🎊 I am still trying... learn and relearned my mistakes, yet the million dollar goal is just a mere dream for now... I suppose you will be passing on your accumulated knowledge and investment acumen to your kids...
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47
General
Pinkspider
·
06-25
GOOD NEWS 🇪🇺 According to SolarPower Europe, European battery storage market is set to quadruple by 2030, with annual installations jumping from 50 GWh this year to 138 GWh 🔥 This represents a HUGE revenue stream opportunity for Tesla Energy with $6 Billion in annual revenue from Europe alone 🔥 Here is the baseline math for a 2030 European scenario: 🔋 Total addressable market (TAM): 138 GWh (138,000 MWh) annually. 🎯 Tesla market share (conservative): If Tesla captures just 15% of this market with the Megapack, that translates to 20.7 GWh deployed annually (roughly 5,000+ Megapacks). 💵 Pricing assumption: Assuming battery cost curves continue to decline, a conservative utility-scale price by 2030 is roughly $300 per kWh ($300,000 per MWh). 💰 The revenue impact: 20,700 MWh × $300,000/MWh = $
GOOD NEWS 🇪🇺 According to SolarPower Europe, European battery storage market is set to quadruple by 2030, with annual installations jumping from 50 ...
TOPvibzee: Energy might quietly carry Tesla harder than cars ngl. That 15% share math looks doable — but can Megapack supply keep up by 2030?
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148
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Pinkspider
·
06-25

TESLA

GOOD NEWS 🇪🇺 According to SolarPower Europe, European battery storage market is set to quadruple by 2030, with annual installations jumping from 50 GWh this year to 138 GWh 🔥 This represents a HUGE revenue stream opportunity for Tesla Energy with $6 Billion in annual revenue from Europe alone 🔥 Here is the baseline math for a 2030 European scenario: 🔋 Total addressable market (TAM): 138 GWh (138,000 MWh) annually. 🎯 Tesla market share (conservative): If Tesla captures just 15% of this market with the Megapack, that translates to 20.7 GWh deployed annually (roughly 5,000+ Megapacks). 💵 Pricing assumption: Assuming battery cost curves continue to decline, a conservative utility-scale price by 2030 is roughly $300 per kWh ($300,000 per MWh). 💰 The revenue impact: 20,700 MWh × $300,000/MWh = $
TESLA
TOPflixzy: 138 GWh TAM is huge. If Megapack gets even 15%, energy might matter way more than cars lol
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468
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Ah_Meng
·
06-25
$ECHOIQ LTD(EIQ.AU)$  [Shy] OMG!!! What can I say?? With gold, silver, bitcoin and tech sector in correction party, EIQ feels even stronger now than when I first shared the company!  The best part? FDA for EchoSolv HF is still on track BUT the submission outcome is still unknown... Meaning there is going to be a lot more upside to the company's share price if they obtain its approval! I had thought EIQ received the FDA clearance when I saw the sudden price spike this morning... Enter medical device bigwig in Australia, $PRO MEDICUS LTD(PME.AU)$ , which has invested in the company, and become its spokesperson (aka reseller of it's EchoSolv product suite)! PME, for those who don't k
$ECHOIQ LTD(EIQ.AU)$ [Shy] OMG!!! What can I say?? With gold, silver, bitcoin and tech sector in correction party, EIQ feels even stronger now than...
TOPWavingcat888: It’s the greatest company in corporate history! I told you before. And I’ll tell you again.
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AMDidass
·
06-25
$Advanced Micro Devices(AMD)$  see the price once again! It's going fly more surely! $Vanguard S&P 500 ETF(VOO)$   another flying stably fund that I have ever seen! Just buy and buy then retire! 
$Advanced Micro Devices(AMD)$ see the price once again! It's going fly more surely! $Vanguard S&P 500 ETF(VOO)$ another flying stably fund that I h...
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180
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Star9811
·
06-25
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944
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Young on stocks
·
06-24

Everyone Is Watching MU. I Think The Market Is Missing The Bigger Picture.

All eyes are on Micron's earnings tonight. $美光科技(MU)$ In many ways, the recent volatility across AI hardware stocks has been centered around one company: Micron. Most people still think of Micron as a memory company. I think that's an outdated view. Today, Micron has become one of the most important indicators of the entire AI infrastructure cycle. The market doesn't really care about what happened last quarter. The market cares about what happens next. Tonight, investors are focused on four things: ① Can HBM demand remain supply constrained? ② Are DRAM prices still moving higher? ③ Is AI customer demand slowing? ④ What does management expect for 2026 and 2027? Among those questions, one matters more than all the others: HBM. Because HBM is no longe
Everyone Is Watching MU. I Think The Market Is Missing The Bigger Picture.
TOPAJPem: Some good points. But as I was reading, it felt more and more like an AI had written most of this post. Does not mean its wrong, but it did strike me as amusing.
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Young on stocks
·
06-25

Micron Just Proved Memory Isn't Cyclical Anymore

$MU earnings and the conference call revealed something far more important than another earnings beat. $美光科技(MU)$ $闪迪(SNDK)$ $纳指100ETF(QQQ)$ The memory industry may have fundamentally changed. Yes, Micron delivered a monster quarter. Revenue crushed expectations. EPS crushed expectations. Guidance crushed expectations. At this point, nobody should be surprised by the numbers. The real story was what management said about the future. Because earnings tell you what happened. Conference calls tell you what comes next. And what Micron just described doesn't look like a normal memory cycle anymore. It looks like the beginning of a structural shift. The biggest takeaway?
Micron Just Proved Memory Isn't Cyclical Anymore
TOPkookieman: Ngl HBM changed the old playbook. If AI memory intensity stays this high, Micron rerates fast?
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256
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nerdbull1669
·
06-25

(2/2) Navigating the 2026 AI Infrastructure Boom: Tactical Credit Spreads and Physical Backbone Plays

With $Vertiv Holdings LLC(VRT)$ currently hovering around $316.43, it is consolidating nicely above key structural demand levels. Because features high implied volatility (around 48% to 55%), option premiums are richly priced. This makes selling credit spreads an excellent tool to express a moderately bullish or neutral view while defining your exact maximum risk. Below is a detailed, real-world blueprint for a Bull Put Spread engineered to place your protective floor entirely beneath the major structural support layer. The Trade Setup To maximize our margin of safety, we will structure this trade using an upcoming monthly options chain (typically 30–45 days out) to allow the elevated implied volatility to decay cleanly. Underlying Asset (VRT): ~$3
(2/2) Navigating the 2026 AI Infrastructure Boom: Tactical Credit Spreads and Physical Backbone Plays
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62
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Trend_Radar
·
06-25

$HD Surges 5.7%, Breaks Higher, Bulls Eye $353 Resistance

$Home Depot(HD)$ $Home Depot (HD) Surged +5.67%: Bullish Momentum Ignites, Eyes on $353 Breakout 🚀 📈 Latest Close Data Closed at $342.86 on 2026-06-25, up +5.67% (+$18.41). The stock is now ~$83.89 (-19.7%) below its 52-week high of $426.75. 🔍 Core Market Drivers The stock continues to ride positive momentum following its solid Q1 earnings report, which reaffirmed full-year guidance. Recent sector-wide strength in home improvement retail, coupled with broad market rotation into value/steady performers, is providing tailwinds. 📰 📊 Technical Analysis Volume was solid at 6.39M shares (Volume Ratio: 1.02), confirming the breakout move. The 6-day RSI jumped to 69.6, approaching overbought territory but showing strong upward momentum. The MACD histogram t
$HD Surges 5.7%, Breaks Higher, Bulls Eye $353 Resistance
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