I bought $KTOS today for a hedge just in case it's time for war and geopolitical unrest again. Big contracts rolling in. Backlog growing. When the world needs more attritable airpower $KTOS wins.

Summary: Long KTOS on drone warfare trend; affordable attritable systems winning contracts vs expensive legacy primes.

structural marker; pre-classified as canonical yfinance ticker

I bought $KTOS today for a hedge just in case it's time for war and geopolitical unrest again.

Wars are now drone wars. Cheap. Fast. Deadly. While the big primes build $100M+ jets that take years...Kratos $KTOS builds affordable jet-powered drones & unmanned systems that actually get produced in volume.Big contracts rolling in.

Backlog growing. When the world needs more attritable airpower $KTOS wins.


Summary: Long LUNR, small size, mental stop at 23.20, trading with the trend at 64% probability.

Bought $LUNR.

Small size.

Mental stop at 23.20. https://t.co/0ITPM64md9

---

$LUNR chart for reference.

Can go either way.

But I will choose going WITH the trend.

64% chance / probability going WITH the trend. https://t.co/k6U3ICglqI


Summary: Calling it time to buy TSLA.

$tsla

time to buy. https://t.co/evmKNuNxOK


Summary: Suggests buying TSLA here and lower, implying a bullish stance from current levels.

@HaydenK65866 $tsla it's okay, you can pick more up now and lower. https://t.co/VllYiLUUIo

Of course the second I sold my $TSLA at $200, it shoots up to $300. I’m actually smooth brain. Biggest L of 2025. Never selling again (lying) 🤡


Summary: Bullish INFQ: NASA, NVDA partnership, DARPA contract; past proof-of-concept stage, buy the dips.

$INFQ is a quantum company that few know about.

just went public 2 months ago and they already sell real products today.

- NASA is using their tech on the International Space Station (just delivered hardware in April 2026).
- $NVDA picked them as a partner for new AI + quantum models.
- DARPA just gave them a $2M contract for next-gen quantum software.

they already past the "prove it works" stage.

dips are golden opportunities.


Summary: Bought UNH as last trade of the day, watching 10:30–11am for intraday low/high.

Bought $UNH.

Last trade of the day. Let's see now.

10:30am - 11:00am is usually when the low of the day or high of the day happen. https://t.co/gQfq6ytLRJ


Summary: Initiated small long position in CRML with stop-loss under $12.45.

industry='Other Industrial Metals & Mining'

Bought a small position into $CRML to start the day.

Stop-loss under $12.45.

Warming up slowly. https://t.co/ARgJL0gubM


Why I'm buying more $NOW today at ~$90's... Adding shares right now... I'm pricing the AI platform future

Summary: Buying more NOW at ~$90s; down 40%+ YTD but fundamentals strong with 21% revenue growth, Now Assist AI doubling, forward P/E in low 20s — AI platform at generational discount.

Why I'm buying more $NOW today at ~$90's.

The stock is down ~40%+ YTD and over 55% from 2025 highs around $211.

Their forward P/E compressed to the low 20s.

Fundamentals strong with 21% subscription revenue growth, Now Assist AI doubled net new ACV, and 2026 guidance is rock-solid at ~20%+.

They're the the AI platform I want on my side for business reinvention at a generational discount. Adding shares right now.

A lot of fear on software stocks but - 's numbers don't lie:

1. Q4 FY25 (ended Dec 2025): Subscription revenue $3.47B (+21% YoY / 19.5% constant currency), total revenue $3.57B (+20.5%).

2. Current RPO +25% YoY. 98% renewal rates and Rule of 51 margins intact. Market freaked over "AI disruption fears" and macro noise.

3. Now Assist (their agentic AI suite) is exploding and becoming the growth engine.

ServiceNow isn't "just IT tickets" anymore. I think it's the AI control tower for entire enterprises.

Now Assist agents automate workflows across IT, HR, customer service, security, and more. Q4 net new ACV more than doubled YoY and already hit a $600M+ run-rate. Targeting $1B ACV by end-2026.

Every customer upgrading gets 20-30% productivity gains with sticky, high-margin AI add-ons. This is the enterprise layer hyperscalers and pure AI plays can't replicate.

Platform Moat + AI-Native Stack
- Full AI across the entire Now Platform (Vancouver/Washington releases + new Context Engine)
- Expanding into financial services, manufacturing, and government with industry-specific AI agents
- 98% renewal rates and massive installed base = predictable, compounding revenue

The market prices fear. I'm pricing the AI platform future.


Summary: Buy XOM, CVX, COP, EOG on multi-year base breakout; energy stocks provide portfolio protection on red days.

energy and oil stocks like $XOM, $CVX, $COP, and $EOG are setting up.

reminder they all broke out from a 5 - 7 year base formation.

it's a good idea to buy. they help big time when red days come. https://t.co/fUL5I7DddF


Summary: Holds ARM as 95% of $4M retirement portfolio with no intent to sell until $1B net worth.

I went all into $ARM back in 2023 and never sold.

I won't sell until i reach $1 billion net-worth. https://t.co/t5dRYLOyLX

$ARM is my largest holding in my retirement portfolio.

Makes up 95% of my $4M account.

The other 5% is cash. https://t.co/bOpBvTyIe7


Summary: Bought TSLA as today's final trade.

Bought $TSLA for my final trade today. https://t.co/4hBIzzUpCF


Summary: Just entered NET long, holding intraday to 1-2 days with mental stop at $205.

That's it for me today:

1. $XOM for $400+ profit.

2. Got into $NET just now - will hold for the day or maybe 1 - 2 days depending on how the markets do.

Mental stop-loss at $205 and under for $NET.

Small size, just taking it easy for the afternoon. https://t.co/FXR5FwhJOx


Summary: Added to SKYQ position today.

Bought $SKYQ one more time today. https://t.co/riL8b93dl5


Summary: Initiated a small long position in NBIS in the hold portfolio.

industry='Internet Content & Information'

Added a tiny position into $NBIS in my hold portfolio.

My stats so far in my hold portfolio:

- YTD: +42%
- 2025: +163% https://t.co/461JkRRK7y


Summary: Long BIRD (Allbirds) with a small position; stop-loss under $11.67.

$BIRD chart for reference.

Stop-loss under $11.67 (the low). https://t.co/bwRDZ3kx0c

$BIRD.

Small position in allbirds.

Risky trade. https://t.co/KWsYXOzzSK


Bought $IBRX for my final trade today. Stop-loss under $6.93.

Summary: Long IBRX with a stop-loss set under $6.93.

$IBRX chart for reference.

Stop-loss under $6.93. https://t.co/1YCWEXHFYn

Bought $IBRX for my final trade today. https://t.co/yUuVRggX65


Summary: Longed IOVA at support, going with the trend rather than shorting.

@WallyG60345538 Longed at support! I always go WITH the trend https://t.co/M3LkvO67HF

@asklivermore Iova . Did you short it because it got dropped?


Summary: Initiating a long position in CRWV today.

Second position today in $CRWV to start a position. https://t.co/2mJPVsUABo


Summary: Initiated a long position in IBRX as the day's final trade.

Bought $IBRX for my final trade today. https://t.co/yUuVRggX65


Summary: Holds long positions in MSFT, KULR, and NOW; targeting +100% return this year.

My current positions on $MSFT, $KULR, and $NOW.

I'll add more trades when the markets dip over the next few days.

Get ready.

We're going for +100% this year. https://t.co/wS69fuMZZu


Summary: Bought RDW as a day trade with mental stop-loss under $9.29.

$RDW

Bought RedWire for my first day trade today.

Riskier trade.

Mental stop-loss under $9.29. https://t.co/G7R7f4Iyih

---

$RDW chart for reference. https://t.co/SnIU4BotfM


Summary: Entered a long position in Qnity Electronics ($Q) with a tight stop-loss.

industry='Semiconductor Equipment & Materials'

$Q

Qnity Electronics.

Do you see what I'm seeing? https://t.co/ZEpFMQqOMX

---

Bought $Q, tight stop-loss. https://t.co/lpQ2H3MdQp


Summary: Opened first position in IONQ; bullish on bullish engulfing candle, trendline support, and key MAs reclaimed.

$IONQ started my first position here.

I will continue to share my swing trade portfolio.

YTD: +42%
In 2025: +163%

$IONQ will be my next trade i'm entering.

it came up on the https://t.co/rfKmVXbeUG screener.

- the bullish engulfing weekly candle shows me the bulls are here
- trendline support + key moving averages reclaimed https://t.co/6XHRp2AX8P


Summary: Long IOVA for a day trade with stop-loss below $3.45.

$IOVA chart for reference.

Stop-loss below $3.45. https://t.co/c4YHcrQHbq

Small position into $IOVA again for my 2nd day trade today.

I have some orders lower just in case. https://t.co/SOVjKeSdg3


Summary: Initiated a long position in EOS with riskier/smaller size; additional orders set lower.

Started a position into $EOS.

Some orders lower if it does break lower.

Riskier / smaller size. https://t.co/4zGxzaILni


Summary: Bullish SIDU because price is in the lower half of its channel, implying upside.

@1shrillionaire $SIDU I do since it's in the bottom half of this channel! https://t.co/xAfi2W5XgV


Scaling in here on Fastly. Will take a shot, small risk with stop-loss under $29.90.

Summary: Initiated long FSLY position, scaling in with stop-loss under $29.90, expects move to mature in a few days.

$FSLY

Scaling in here on Fastly.

Could take a few days to mature.

Will take a shot, small risk with stop-loss under $29.90. https://t.co/s0Rwkw3pST

---

$FSLY bought my first position here. https://t.co/fzwiryQl0h


Summary: Calls it time to buy OKLO at current levels.

@EchoAnalysis $OKLO it's time to buy. https://t.co/GCeJ3sMcTW

$OKLO calm before the move 👀

Price has slowly pulled back to the 0.786 Fib

I’m happy buying here with a tight stop, as a move to the 200 WMA is possible

Long term Wave 3 target: +624% 🚀 https://t.co/CNi0TxnJg0


Summary: Disclosed a new long position in NVDA.

$NVDA bought into NVIDIA. https://t.co/dzubqqqOBb


Summary: Long MRVL with a small position and a second order lower; stop under $139, targeting $500+ daily profits.

$MRVL chart for reference.

Stop-loss can be under $139.

I have a tiny position. I have one more position a bit lower into my area of interest (white box). https://t.co/d4mbnSkqKo

Tiny small position into $MRVL here.

I have another order a bit lower if it breaks down a little more.

Trying to go for $500+ overall profits for today. https://t.co/8YaOv8NC5y


Summary: Time to buy a chunk of TSLA.

@na_option $TSLA it's time to buy a chunk. https://t.co/Ba4XYQMAWJ


$IONQ will be my next trade i'm entering. the bullish engulfing weekly candle shows me the bulls are here - trendline support + key moving averages reclaimed

Summary: Entering long IONQ on bullish engulfing weekly candle, trendline support, and reclaimed key moving averages.

YTD: +42%
In 2025: +163%

$IONQ will be my next trade i'm entering.

it came up on the https://t.co/rfKmVXbeUG screener.

- the bullish engulfing weekly candle shows me the bulls are here
- trendline support + key moving averages reclaimed https://t.co/6XHRp2AX8P


Summary: Expects a near-term relief rally in TSLA.

@Peter97004681 @elonmusk there will be a relief rally for $tsla soon. https://t.co/rHOIyqx2O4

@elonmusk are $TSLA shareholders cooked?  The stock continues to decline everyday


Summary: Recommends buying TSLA shares now.

@TheMarket_Monk $tsla time to pick up some shares https://t.co/w7LmRKHGj0

$TSLA

Beautiful trend line. https://t.co/08wuHEYbif


Summary: Still holding RDW long with a stop at 8.99.

@seniorlife123 still holding, stop is 8.99 on my end


Summary: Pullback in space equities seen as a buying opportunity for higher prices ahead.

Space names pulling back presents a better opportunity now.

They've run up quite hard so this reset gives them more juice for a chance higher.

$RKLB $RDW $PL $LUNR https://t.co/kSp3TLfeCp


Summary: Bullish on Vertiv; buy on dips.

@asklivermore What do you think of vertiv? I’m thinking of going all in


Summary: Took a small long position in Blackberry, targeting $1K gain, with a quick exit if it breaks down.

$BB Blackberry.

Took a small position.

Last trade for the day. Will try to reach $1K.

If it starts breaking down quickly, I'm out quick. https://t.co/eJhOzfiIf2


Summary: Disclosed a new long position in MYSE with a stop-loss reference under $2.67.

$MYSE chart for reference.

You can have a stop-loss under $2.67 or lower. https://t.co/f5pWJGudMa

$MYSE bought my first position for today. https://t.co/zMbumQ1luO


Summary: Still not too late to enter FSLY; recommends smaller position size to manage risk.

@BlakeSean1 $FSLY... I don't think so but you'll have to adjust your risk accordingly (less size). https://t.co/BTWFjx0Q2w

@asklivermore Do you think its to late to enter?


Summary: Terse bullish verdict on UUUU following production growth narrative.

@asklivermore $UUUU produced 1.72m pounds of Uranium last year. Predicting to mine 2 - 2.5m pounds of Uranium this year


Summary: URA coiling on weekly chart; bullish on nuclear/uranium basket as sector gains traction with NVDA-OKLO partnership.

Uranium ETF $URA is coiling up on the weekly.

Key holdings:

1. Cameco $CCJ
2. Oklo $OKLO
3. Uranium Energy $UEC
4, Energy Fuels $UUUU
5. Nano Nuclear $NNE
6. NuScale Power $SMR
7. Denison Mines $DNN
8. Centrus Energy $LEU

Nuclear is finally getting some traction, especially with $NVDA partnering up with $OKLO.

$OKLO

It's time to buy.

1. Trendline support
2. 200-weekly moving average support
3. MACD histogram building momentum

Nuclear is the future. https://t.co/eM83u2STKz


Bought $AEHR here before earnings. I like the uptrend (trend is your friend).

Summary: Opened small long position in AEHR before earnings, riding uptrend for additional gains.

Bought $AEHR here before earnings.

Very small position.

I like the uptrend (trend is your friend).

I already am up $2K today, so this is just for potentially a few more hundred dollars in profit. https://t.co/fjlkQWvBtS

---

$AEHR position, just bought. https://t.co/hwK6dnOYkm


Summary: Holds a small long position in RDW.

Small position in $RDW as well. https://t.co/UFB2c3bgJk


Summary: Just bought FLNC; expects hard re-rate on record $5.5B backlog, 30% pipeline growth, AI data-center power demand, and domestic content tax credit tailwinds.

I just bought $FLNC today.

Another swing opportunity and will hold.

1/ Record visibility most companies would kill for Fluence just posted a record $5.5 billion backlog. This is the highest in company history.

They signed another $750M+ in new orders in Q1 alone, with heavy U.S. momentum. Pipeline exploded 30% to ~$30B. That's not hope - that's contracted reality.

2/ They're sitting at the epicenter of the AI energy crisisData centers are about to double (or more) their power demand by end of decade because of AI training and inference.

3/ Policy and margin tailwinds are realFluence just reaffirmed their U.S. domestic content products still qualify for the fat tax credits under the latest bill.

That means better pricing power and fatter margins for customers - which accelerates adoption.

If they execute (and the data center orders start converting in H2), this can rerate hard. I’m buying the fundamentals, not the noise.


Summary: Initiated long position in LUNR with a tight stop-loss.

Bought $LUNR. https://t.co/ECOENBkAgd

---

Started a position here.

Tight stop-loss on $LUNR. https://t.co/ahbL9nLkLn


Summary: Bought into Planet Labs (PL) as an intraday trade.

$PL bought into Planet Labs for my 4th trade of the day. https://t.co/1MdwxNMvqz


Summary: Prefers URA over URNM for its international stock exposure; starting a position.

@SRJonesLA Both are solid, I like $URA since they do have exposure into key international stocks I enjoy too.

@asklivermore You like URA better than URNM? I’ve been debating between the two and definitely want to start a position.


Summary: 50/50 XLK+XLE portfolio rebalanced annually will significantly outperform the S&P 500.

@blackkracken If you just do 50% $XLK and 50% $XLE, and rebalance at the end of every year... you'll significantly outperform the S&P 500. https://t.co/NNFaLWgt13


Summary: Bought AMZN; live long position disclosed.

2nd trade of the day. Bought $AMZN here. https://t.co/NxOqpoD5Pm


Summary: Bought SPY as a day trade today.

Bought $SPY for my third day trade for today. https://t.co/7c5xvet7Xx


Summary: Long SKYQ with stop-loss under $7.58; small position size advised due to risk.

$SKYQ for reference.

Stop-loss under $7.58. https://t.co/Xr5JA34cAW

Bought $SKYQ today.

Risky trade.

Keep position size small please. https://t.co/qUYdMof2g4


Why i'm buying $MSFT today at $393. Will hold until I no longer see a valid thesis. Azure is still crushing it and the enterprise moat just got wider. I'm buying more — not hoping, knowing.

Summary: Long MSFT at $393; down 25% YTD with forward P/E in low 20s, Azure strong, AI infra moat widening — classic elite compounder at reasonable price.

Why i'm buying $MSFT today at $393. Will hold until I no longer see a valid thesis.

The stock is down ~25% YTD from $550+ highs.

Forward P/E compressed to the low 20s. Nothing broke and Azure is still crushing it and the enterprise moat just got wider.

This is a classic "elite compounder at a reasonable price," for me.

I do believe the dip is noise:

1. Market panicked on capex headlines / software dip.

2. But the reality is, they're building the AI infra moat while competitors scramble. Business is stronger than ever.

3. $MSFT = ultimate AI supply chain + software compounder. Market gave a 20%+ discount for zero fundamental reason. Fundamentals stronger than ever. I'm buying more — not hoping, knowing.

I'll update you when I can on $MSFT.


Summary: Bought ONDS as 5th trade of the day.

$ONDS bought for my 5th trade of the day. https://t.co/hWKt7GF0ad


Summary: Long SPY with stop-loss at $672.

Bought $SPY now for my final trade.

Stop-loss at $672 and below. https://t.co/HtI1bj5q5U


Summary: Bullish NBIS; scanner flagged it with potential further upside on strong uptrend.

$NBIS showed up on our @asklivermore scanner.

Potentially more upside on this strong uptrend! https://t.co/A6AKBiJFrC


Summary: Bearish on RDW breaking down due to RKLB; long CRWV with active scaling and stop-loss at $83.50.

Updated positions on $RDW and $CRWV for today.

1. For $RDW, it was a good try but $RKLB is causing this one to breakdown. Most likely going to lose this trade.

2. For $CRWV, I scaled into my first position. I will scale in just a tad more if it breaks lower.

CoreWeave stop-loss for me under $83.50.


Summary: Added a second long position in CVS with stop-loss below $73.20.

Bought 2nd position into $CVS for today.

Stop-loss underneath $73.20. https://t.co/bRa2ZxMzrW


Summary: Initiated a long position in SKYQ; flagged as risky, advises small position size.

Bought $SKYQ today.

Risky trade.

Keep position size small please. https://t.co/qUYdMof2g4


Summary: Expects one more leg lower in CRWV before any recovery.

@TylerLeedy4 Im expecting one more drop lower on $CRWV.

@asklivermore I caught it around $85.35. Let's ride this & see some green!


Summary: Long IBRX, holding until mid-next week with stop-loss under $7.

Bought $IBRX one more time.

Going to hold this until mid-next week.

Stop-loss under $7. https://t.co/x76VNIynEP


Summary: Holds CRWV long in retirement account, bought the recent lows.

@JohnMcF83985093 $CRWV in my retirement account. Bought the lows 2 weeks ago. https://t.co/Z19Lttcgp2


Summary: Holding long LUNR with stop-loss under $21.23, flagging a possible bull flag pattern.

$LUNR possibly turning into a flag.

Stop-loss on my end under $21.23. https://t.co/AKB2p4UlHP


Summary: Disclosed purchase of Cloudflare (NET); live long position.

Bought $NET https://t.co/Ct57MRF1bD

---

$NET chart for reference. https://t.co/IpJOrDufVe


Summary: Disclosed small long position in Allbirds; acknowledged as risky trade.

$BIRD.

Small position in allbirds.

Risky trade. https://t.co/KWsYXOzzSK


Summary: Initiated a small long position in UNH as a trade today.

Bought into $UNH for my final trade today.

All 3 small positions today.

Today is a risky day so I went smaller sizes.

Let's see. https://t.co/wcfugl2GJr


Bought $SOFI for my third trade of the day. Small position; last trades of the day. Stop-loss tight under $17.82.

Summary: Entered a small long position in SOFI with a tight stop-loss under $17.82.

$SOFI chart for reference.

Small position; last trades of the day.

Stop-loss tight under $17.82. https://t.co/uqjNcl1y35

Bought $SOFI for my third trade of the day. https://t.co/YYUX6gM7ck


Summary: Long POET as an intraday trade with a small initial position, additional order lower, stop-loss under $8.96.

$POET chart for reference.

Stop-loss can be underneath $8.96. https://t.co/jEAcVHZBud

Bought $POET for my first day trade today.

Small position to start the day.

I have one more order lower. https://t.co/dvM62BQ8up


Summary: Long SPY with stop-loss at $672; expects symmetrical triangle to resolve upward with prior trend.

$SPY chart for reference.

This is what I'm "hoping" happens.

Symmetrical triagnle formations typically go WITH the prior trend (uptrend for $SPY) 62% of the time.

Let's see.. https://t.co/l3ocFKhGZ0

Bought $SPY now for my final trade.

Stop-loss at $672 and below. https://t.co/HtI1bj5q5U


Summary: Long IBRX holding until mid-next week with stop-loss under $7.

$IBRX chart again for reference. https://t.co/bR27MqrudQ

Bought $IBRX one more time.

Going to hold this until mid-next week.

Stop-loss under $7. https://t.co/x76VNIynEP


Summary: Looking to add ET at lower prices.

@BrokenToysInv @WillBiddy_ $ET looking to pick up lower on my end. https://t.co/4NzVfo0Ye2

@WillBiddy_ More $ET and some CSP on $ZETA, $SOFI, and $NU


Why I'm adding a small position in $KULR right now (~$2.50's)... Will take a asymmetric shot on $KULR.

Summary: Adding a small long position in KULR at ~$2.50 on thermal battery management thesis for AI data centers, telecom, defense; asymmetric setup on 2026 catalysts.

Why I'm adding a small position in $KULR right now (~$2.50's). A quick look at this high-risk, high-reward AI battery play.

This is a micro-cap (~$100–110M market cap) so I'm keeping the position size tiny. A much smaller play.

It's speculative and volatile, but the setup at these washed-out levels is asymmetric if they execute.

The core thesis for $KULR:

- $KULR makes NASA-proven thermal management + safety tech for high-power lithium batteries (KULR ONE platform). It solves heat and fire risks in ultra-high-power systems which is critical for AI data centers, telecom backup, drones, defense, and space.

2025 Snapshot (Foundation Year)  Revenue: $16.2M (+51% YoY)

1. Battery platform revenue (core product + services): $7.3M... this is what they're scaling from
2. Big net loss (~$62M) mostly non-cash (Bitcoin accounting + one-time write-off)
3. Holds meaningful Bitcoin treasury as a "Bitcoin+" buffer

Key 2026 Catalysts Already Lined Up  5-year ~$30M preferred supply deal with Caban Energy (telecom + data center backup) + took over their Texas manufacturing assets.

1. Targeting 10,000+ battery packs/month in H2 2026 via automation in Texas facility

2. Joint development with a major cell maker for KULR ONE MAX Battery Backup Units aimed at hyperscale AI data centers (potential 2027 revenue)

3. Growing drone/autonomous systems programs and defense/space heritage

Will take a asymmetric shot on $KULR.


Summary: Buying TSLA shares; live long position initiated.

@na_option $TSLA picking up some shares. https://t.co/IpdPVAaiWM

Good start to April $TSLA https://t.co/bgOfHj1599


Summary: Bought RDW small position with stop-loss below $9.

$RDW - bought RedWire.

Last trade for today.

Small position to end the day. https://t.co/h87QbbbQEf

---

$RDW chart for reference.

Stop-loss under the low of $9 and below. https://t.co/31YiKbjqTq


Summary: Took a small long position in IOVA for an intraday day trade, with limit orders set lower.

Small position into $IOVA again for my 2nd day trade today.

I have some orders lower just in case. https://t.co/SOVjKeSdg3


Summary: Expects at least a near-term relief rally in TSLA, pushing back against the bearish drift thesis.

@PeloSwing $tsla looking for at least a relief rally soon. https://t.co/6PY5XsERnN

$TSLA Tesla 🚗
- Price recently broke below its 50 week moving average and it looks like it could continue to drift down to the $315-320 area, around the supporting trendline highlighted in green.
- Tesla is expected to report earnings on April 28th. EPS of $0.41 and Revenue of https://t.co/6a8QU14kcX


Summary: Still holding NOW long for a few weeks.

@Blake_BTFD Yes, will hold for a few weeks and see.

@asklivermore You still holding on NOW I assume


Summary: Opened a small long position in CIFR as second trade of the day.

Bought into $CIFR for my second trade of the day.

Small positions on both.

I don't feel good from the complainers. https://t.co/ktjS905A85


Summary: Long IOVA, small position taken; willing to add lower with stop below $3.45.

$IOVA chart for reference.

Will buy one more very small position if it goes a little lower.

My stop is below $3.45 for today. https://t.co/mLgMPW7KEa

Bought $IOVA here.

Risky trade. Small size. https://t.co/ONA55zbQ4c


Summary: Initiated small long position in INFQ as a dip buy; cites $40M 2026 revenue guidance, NASA/Nvidia partnerships, and $550M cash.

Added $INFQ to my hold portfolio.

quantum is presenting a dip buy.

- $32.5M rev in 2025 → $40M guided for 2026
- NASA on ISS + Nvidia partner + fresh $550M cash

this will be extremely volatile, small position on my end. https://t.co/bKXrGffCXi


Summary: Still holding CRWV as an open long position.

Out of $RDW for a $282.20 loss.

I sold on the bounce back up just now to lower my risk.

I am still in $CRWV. https://t.co/wsq4EM1O2v

---

Current open trade on $CRWV for reference. https://t.co/DNZQm5WQNb


Summary: Opened a small long position in IOVA; acknowledged as a risky trade.

Bought $IOVA here.

Risky trade. Small size. https://t.co/ONA55zbQ4c


Bought $SKYQ one more time today. My stop-loss is $7.56.

Summary: Long SKYQ again today with stop at $7.56; expects the move to play out through the session.

$SKYQ chart again for reference.

I don't see too many opportunities in the market since everything has "pumped" today.

This one might take all day to play out (if I'm correct).

My stop-loss is $7.56. https://t.co/EUTJlZF7g5

Bought $SKYQ one more time today. https://t.co/riL8b93dl5


Summary: Buy OKLO at trendline + 200-week MA support with MACD momentum building; nuclear tailwind.

$OKLO

It's time to buy.

1. Trendline support
2. 200-weekly moving average support
3. MACD histogram building momentum

Nuclear is the future. https://t.co/eM83u2STKz


Summary: Opened a long position in CVS with a tight stop-loss.

Started a position into $CVS right now (long position).

Tight stop-loss.

Let's see... https://t.co/9IGd5CYzX1


Summary: Buys TSLA here, directly countering JP Morgan's 60%-downside sell rating.

@BrianSozzi $tsla time to buy a bit now. https://t.co/qnloGMMzxn

JP Morgan out with a sell rating on Tesla -- looking for the stock to plunge 60%.

Why:

"With expectations for Tesla performance having collapsed for all financial and performance metrics across all time periods through the end of the decade, the +50% rise in $TSLA shares and


Summary: Holds ARM as 95% of a $4M retirement portfolio; massive concentrated long position.

$ARM is my largest holding in my retirement portfolio.

Makes up 95% of my $4M account.

The other 5% is cash. https://t.co/bOpBvTyIe7


Summary: Holding FSLY for a few days; just entered LITE as a multi-day trade.

Today I made $10,762 in profits.

I have two positions right now:

1. $FSLY - will hold for maybe a few days? depends.
2. $LITE - just entered for a day trade for a few days as well

My account balance now sits at $382K+, up from $370K since the beginning of today.

I will share ALL my positions, buys, sells, etc. every day.


$LITE - just entered for a day trade for a few days as well


Summary: Opened a small long position in MRVL with a lower order ready if it dips further.

Tiny small position into $MRVL here.

I have another order a bit lower if it breaks down a little more.

Trying to go for $500+ overall profits for today. https://t.co/8YaOv8NC5y


Summary: Expecting one more pullback then buying OKLO near 9-month lows.

@DeepValueReport One more flush and it's time to get into $OKLO if you haven't already https://t.co/KoIwgmci6X

$OKLO CFO sold 16,342 shares at $51

Stock sitting at $48 near 9-month lows

Insider selling in a pre-revenue nuclear company is not the signal you want

Aurora reactor tech is promising but this trades on hope and timelines

Full risk analysis - enjoy! ... and 👇 https://t.co/Z4aK803Mrk


Summary: Bought XOM as a hedge against geopolitical unrest; live long position.

$XOM bought into ExxonMobil here as a hedge against geopolitical unrest. https://t.co/M9FcGu2x0l

---

$XOM chart for reference. https://t.co/GHUtYjAxji


Summary: Bought SOFI as a live intraday position.

Bought $SOFI for my third trade of the day. https://t.co/YYUX6gM7ck


Summary: Long SPY with trend, stop below $672.

$SPY this is my last trade for the day.

Stop below $672.

No idea if it will go up or down, but when in doubt... I always go WITH the trend. https://t.co/KOMCX0OrIU


Summary: Scaling into LUNR long at current levels, betting the uptrend holds; stop under $21.23.

Buying $LUNR here at the blue box.

Scaling in; let's see if the uptrend can hold.

Stop-loss under $21.23. https://t.co/GAlrKCPuVb


Summary: Confirms still all-in on ARM and adding monthly.

@asklivermore You are still all in on ARM, adding each month?


Summary: Entered long positions in KUHR, MSFT, KTOS, NOW, and FLNC this morning.

Overall positions in $KUHR, $MSFT, $KTOS, $NOW, and $FLNC - all entered this morning.

Posted in real-time, showing all my entries.

I hope you appreciate all my wins and losses.

Whatever happens, we'll keep going. https://t.co/wvycvvCDd0


Summary: Pre-market ideas: short XLE energy sector, long META on dip in uptrend, long RKLB on bounce potential.

Some of my ideas pre-market:

1. $XLE - energy sector short
2. $ARM - bottom of triangle
3. $META - dip buy on uptrend
4. $RKLB - bounce potential

Again these are just ideas to give you insight into how I plan my day. https://t.co/wvFmyBdzAc


Summary: TSLA will rally to all-time highs.

@SPXTrades $TSLA it'll head to all-time highs. https://t.co/xvHzDO6cLb


Summary: Initiated a long position in EOS with additional orders lower; stop-loss consideration under 4.84.

$EOS chart for reference.

Maybe stop-loss under 4.84. Still deciding later. https://t.co/5iPoQzgWSU

Started a position into $EOS.

Some orders lower if it does break lower.

Riskier / smaller size. https://t.co/4zGxzaILni


Summary: Buy XOM and BABA as hedges; SPY overextended 10-15% above MAs, expect red days ahead.

You should be buying oil stocks like $XOM and international stocks like $BABA.

When the S&P 500 $SPY is stretched 10% - 15% from it's moving averages, this is the time to expect red days ahead.

Be careful out there.

Oil and international stocks make up about 20% of my portfolio right now (just added more positions).

---

How to make sure you never lose money by hedging lesson here:

https://t.co/AUtIH0oXJk https://t.co/yNOpEbOA7F


You should be buying oil stocks like $XOM and international stocks like $BABA


When the S&P 500 $SPY is stretched 10% - 15% from it's moving averages, this is the time to expect red days ahead


Summary: Holding $4M+ in ARM and actively buying more as part of a $100K challenge.

as you know I have over $4M in $ARM.

i'll be buying more and scaling in for the $100K challenge. https://t.co/0qDNiUN1Zg


Summary: Bullish MDB on Netflix-of-the-cloud trajectory, drawing parallel to ARM's setup.

MongoDB $MDB is setting up the same as $ARM.

They are becoming the Netflix of the cloud.

I like that. https://t.co/8NGY2IEwXO


Summary: Added XOM and CVX as defensive/hedge positions amid war-driven market risk; holding capital to deploy.

@Sky10102020 yes thats why we added $XOM snd $CVX, and hold a lot of capital ready to deploy.

@asklivermore Thanks for sharing this. Aren’t you scared that market might free fall considering war and all?


Summary: Holds a long position in CEG, albeit smaller sized.

@MDuprau75775 i’m in with a smaller position


Summary: Healthcare insurers UNH and OSCR will underperform the market but hold up better than most names relatively.

@awfullyyz It will go down, but go down less and should hold up better than most.

@asklivermore Do u think healthcare insurance would do well,
UNH and OSCR, should be the strongest healthcare names rn


Summary: Bought CEG, VRT, BABA, and inverse-semi ETF SOXS today; well-balanced with cash reserve.

@MattWeb54697955 my subscribers and I today bought $CEG, $VRT, $BABA, $SOXS, and others today.

We're well-balanced and ready. We have a war-chest of cash as well ready.

@asklivermore What do you think is the best one to still get into right now?


my subscribers and I today bought $CEG, $VRT


my subscribers and I today bought $CEG, $VRT, $BABA


my subscribers and I today bought $CEG, $VRT, $BABA, $SOXS


Summary: Bullish on parent's held position; compares it to NVDA's 2021 run, implying major upside ahead.

@vtny1791 No. You will be rich. This feels like $NVDA back in 2021.

@asklivermore Hey bro I never sold am I screwed lol


Summary: Still holding RKLB; ongoing long position.

@asklivermore What do you think about $RKLB ?


Summary: Buy NOK on dips; decisive bullish stance.

@asklivermore What’s your take on $NOK? Any thoughts please


Summary: Holding RKLB, PL, and ASTS as live long positions.

@Jonkuestini We'll see. I'm holding my $RKLB, $PL, and $ASTS for now.

@asklivermore Maybe after SpaceX IPO?
A dip before seems unlikely?


Summary: Still holding LMND; refuses to sell.


Summary: Long BABA and BIDU on anticipated Trump-Xi deal catalyst sending China stocks sharply higher from multi-year base breakout.

Alibaba $BABA and Baidu $BIDU are trying to break out from a 4-year base / low.

President Trump and Xi will be announcing a long-term game plan that will send China stocks to the moon. https://t.co/lEP8XkvktA


Summary: No market top seen yet; current dip is a breather before further upside across MU, SNDK, INTC, AXTI.

I don't see any top yet in the markets.

This looks like just a breather before more up.

$MU, $SNDK, $INTC, $AXTI https://t.co/JTegQAkYeJ


Summary: Author confirms holding IREN, a live long position.

@Path21Mil Holding $IREN for now my friend. https://t.co/RvdHT03svB

@asklivermore I opened position yesterday, and seeing your tweet made me more comfortable, hmm may be add more?
Anyway let’s make money
$IREN


Summary: Potential bottom is in for TEAM; implied bullish from here.

@gmborghetti $TEAM potential low is in. https://t.co/At3ksmze2n

@asklivermore What do you think of $TEAM ?


Summary: MSFT will go down but less than peers; bearish but relatively safer in a down environment.

@Sohrabpundit Great job Sohrab you're doing so well!

It will go down, but I don't think it will go down as much as everything else since $MSFT has already retraced more significantly than the rest. Should be "safer" during a red environment.

@asklivermore First of all. Thanks for all you do❤. I’ve recommended my friends sign up to your subscription model :). Secondly, do you think I should sell Microsoft on which I’m making a small profit or is that a safe software play? Thanks again.


Summary: Holds a long position in ZETA; says it still looks early, implying further upside ahead.

@aglchandan in $ZETA already with the subs but still looks early! https://t.co/L0f0pMLz7q

@asklivermore Did you take an entry already or are you waiting for better entry points ?


Summary: Long NBIS; buying dips in the uptrend, actively scaling in.

$NBIS is in an uptrend.

buy the dips on the uptrend for your portfolio.

i'll be scaling in. https://t.co/lXTgDdPBgz


Summary: Buying XOM, CVX, OXY, COP as 20-30% of portfolio for stability; broader market still trending up with no top in sight.

So we just made millions.

And I still think the stock market can continue going up.

Still does NOT look like a top to me. Every dip is being bought up.

However, I am going to BUY oil stocks like $XOM, $CVX, $OXY, and $COP.

They will make up maybe 20% - 30% of my portfolio.

This will help PROTECT my gains. They will add STABILITY in case something funny happens.

Until then, keep an eye out on SOFTWARE, SPACE, NUCLEAR, RARE EARTH, CRYPTO-RELATED stocks for the next BOOM.


Summary: Recommends slowly building a starter position in ServiceNow over the next 2 weeks.

@deviantdes Build it up slowly over the next 2 weeks.

@asklivermore Do you think it’s good time for a starter position in $NOW?


Summary: Long ONDS; recommends holding with a smaller position size given higher volatility.

@JayD428914 higher volatility my friend, it's good. smaller position, hold!


Summary: Bullish rare earth stocks for 1,000%+ upside; names MP, UUUU, CRML, USAR, LAC as the plays.

There comes a point in your life where all you need is ONE shot. And this is it.

If you've missed every bull-run, don't miss this one.

Rare earth stocks are setting up for the next 1,000%+.

$MP, $UUUU $CRML $USAR $LAC https://t.co/4a7JNAPGGd


Summary: Decisive hold/long verdict on IBM.


Summary: Buy the dip on AMZN, GOOGL, MSFT, META into earnings; CapEx-driven selloff seen as opportunity.

$AMZN $GOOGL $MSFT and $META report earnings today.

CapEx will explode, more than $600B this year with all four combined.

This will "spook" investors.

This is the perfect time to shake out the weak hands and buy the dip. https://t.co/dMaROf5kQR

Majority of the Mag 7's are setting up for a breakout in the future.

A dip buy makes sense for a swing trade.

On my watchlist and will let you know.

$AMZN
$META
$GOOGL
$AAPL https://t.co/e8tb8jPXcx


Summary: Software sector will outperform/hold up better than the broader market in the coming dip due to prior selloff.

IGV ETF tracks US software sector; NOW referenced

@PontusEric It will, but I believe it will go down LESS and stay resilient since it's already been beaten down so much.

@asklivermore Don’t you think that Software will dip too if the market make a dip in the next weeks ? 📉


Summary: Holding ASTS as an ongoing long position.

@hjgdeerty1234 We're holdings our $ASTS with our subs!


Summary: Initiated a long position in MSFT as part of a $100K challenge.

Bought some $MSFT right now for the $100K challenege.

Absolutely killing it together in the subs.

Let's go. https://t.co/xanSy1EQ5I


Summary: Holds XLK and XLE as best-ever backtested portfolio with annual rebalance.

@incantations13 @Sohrabpundit $XLK and $XLE is the best portfolio I've ever backtested with a rebalance at the end of the year one time. https://t.co/8fVxv6Xpzh

@asklivermore @Sohrabpundit Are you fully invested in XLK/XLE? Or you kept cash at the side as well? Why not just 100% VT/VOO?


It's still bullish, buy the big dips if it happens

Summary: Still bullish AMD; recommends buying big dips ahead of/after Nvidia earnings.

@Me_Feat_You It’s still bullish, buy the big dips if it happens

@asklivermore Dear Ask! What’s your prediction for AMD next week? Continue going  down or maybe a bit up after Nvidia earnings?


Summary: Bullish NOW; cites it as a strong company with real revenues and backlogs worth buying.

@jhncrf14 read it wrong. Don't buy crap companies. Buy strong companies like $NOW, etc. With actual revenues, backlogs, etc.

@asklivermore You consider $NOW a crap company at lows? Or did I read that wrong?


Summary: Holds 10 live long positions in a disclosed portfolio challenge across semis, AI infrastructure, space, quantum, and crypto mining names.

Updated portfolio and the $100K challenge we started together.

Our top 10 positions are:

1. Qualcomm $QCOM
2. Applied Digital $APLD
3. Nebius Group $NBIS
4. BlackSky $BKSY
5. Advanced Micro Devices $AMD
6. Navitas Semiconductor $NVTS
7. Intuitive Machines $LUNR
8. IonQ $IONQ
9. Circle Group $CRCL
10. IREN LIMITED $IREN

Follow my every move and I promise to make you millions.

I don't lose often.


I'm holding onto my $RKLB, $PL, and $ASTS

Summary: Holding RKLB, PL, and ASTS as live long positions in space stocks.

@MindfulDataPath I’m holding onto my $RKLB, $PL, and $ASTS

@asklivermore What about space stocks?

ASTS RKLB FLY SATS RDW


Summary: Bullish MGM on trendline breakout scenario with FIFA 2026 as catalyst.

@majorcadude I think a monthly close above this trendline resistance would make it break out my man for $MGM

FIFA 2026 catalyst as well. https://t.co/wuaKFhQLcZ

@asklivermore Hey mate! Unfortunately won’t be able to participate. Too many subscriptions already. On another topic, and browsing on the super ALM Pro scanner I noticed a single S-tier rank stock, MGM with confluence of 9 items. So what is your take on it? I’d appreciate your comments mate.


Summary: Long SOXS with partial target at $11, full target at $18, stop below $8; endorses continued upside run.

@seth_raymo54635 $SOXS, raise or trail your stops or take partials at $11. Target full if it reaches $18.

Stop-loss underneath $8.

Don't hold too long, decay on $SOXS. https://t.co/yWVvDWNJue

@asklivermore I opened a position in SOXS on Thurs night (1% of port). Already up 13%. I think it still has some room to run.


Summary: Top space stocks to buy: RKLB, RDW, ASTS, LUNR, PL, SATL, FLY, BKSY, UFO — sector will continue higher.

The space industry is absolutely crucial for human survival and earth support (mobile, GPS, internet, etc.).

Space stocks will continue to go higher and make many people rich.

These are my top space stocks to buy:

1. RocketLab $RKLB
2. Redwire $RDW
3. AST Spacemobile $ASTS
4. Intuitive Machines $LUNR
5. Planet Labs $PL
6. Satellogic $SATL
7. FireFly Aerospace $FLY
8. BlackSky $BKSY
9. Space ETF $UFO

Follow my exact buy and sell trades on my profile.


Summary: Bullish on quantum stocks over 3-5 years; buy dips of 10%+ in IONQ, INFQ, XNDU, RGTI, QBTS, with safer ETF plays QTUM and WQTM.

I'm a HUGE believer in quantum stocks.

In 3 - 5 years (2027-2030), I PREDICT there will be the first meaningful quantum advantage in drug discovery, materials, finance, and logistics.

If you're NOT in quantum yet, do NOT worry. Any LARGE dip of -10% or more is considered a buy for the future.

Some of my favorites are:

1. $IONQ - clear leader in terms of pure plays
2. $INFQ - NVIDIA ties and actual revenue
3. $XNDU - very volatile but strong narrative
4. $RGTI - trails $IONQ but there's always a 2nd contender
5. $QBTS - annealing leader with real bookings and use cases

Safer bets would be ETF's like $QTUM and $WQTM.


$XNDU - very volatile but strong narrative


$RGTI - trails $IONQ but there's always a 2nd contender


$QBTS - annealing leader with real bookings and use cases


Summary: MRVL short-term cycle over; buy larger dips.

@NBAPropEdge $MRVL short-term cycle has ended. You can buy the larger dips.

Remember, buy low and sell/trim high. https://t.co/CABFuN4kPF

@asklivermore New sub. How does we feel about $MRVL?


Summary: Bullish nuclear sector; plans to add to OKLO, NNE, SMR, LEU positions over next few weeks, seeing a parabolic catalyst setup.

Nuclear is one catalyst away from going parabola.

Planning to buy MORE throughout the next few weeks with the subs if the opportunity presents itself.

$OKLO, $NNE, $SMR, $LEU https://t.co/ytMFuxaAt9


Planning to buy MORE throughout the next few weeks with the subs if the opportunity presents itself. $NNE


Planning to buy MORE throughout the next few weeks with the subs if the opportunity presents itself. $SMR


Planning to buy MORE throughout the next few weeks with the subs if the opportunity presents itself. $LEU


Summary: Endorses SOXS position, implying bullish on the inverse semiconductor ETF (bearish semis).

@asklivermore Based on your video
Are you seeing a deeper correction or maybe even a crash from this past Friday? Especially in the semi conductor space?

I’m currently in SOXS believing we are in a correction/maybe even crash season


Summary: Long RDDT for the long term.

@DanielVega35358 I like $RDDT for the long-term.

@asklivermore What are you expectations on $RDDT for 2026?


Summary: Recommends 50/50 XLK/XLE as a long-run retirement portfolio that will significantly beat the S&P 500.

One of the best portfolios is having 50% in $XLK (technology) and 50% in $XLE (energy). You will rebalance once per year at the end of the year.

This is the portfolio i recommend if you want a completely set it and forget it retirement portfolio. You'll significantly beat the S&P 500 over the long-run.

@asklivermore Can you explain why you prefer hedging in oil stocks instead of holding cash? In the case of a pullback, isn’t it best to have cash on hand? By the way, do you think the pullback is nearly over or is this just the beginning?


Summary: Long NKE: bullish monthly divergence, high-volume capitulation complete, accumulation starting; expects rotation into apparel soon.

$NKE

A potential bottom within the next few months.
Bullish divergence across the monthly timeframe.
High volume means final last few sell-offs. No more big sellers anymore.
Buying accumulation starting.

I expect $NKE and other apparel brands to see rotation soon. https://t.co/TbGqdoEuRb


Summary: Long XOM, CVX, OXY, COP, XLE; oil/energy broke out of 5-year consolidation and will protect portfolio in bad market days ahead; author is already in.

Remember, oil and energy stocks broke out from a 5-year consolidation phase.

These oil stocks will save your portfolio during really bad days ahead:

- Stocks like $XOM, $CVX, $OXY and $COP
- ETF like $XLE

Make sure you stay safe. I'm already in. https://t.co/pAC0VnndpG


Summary: Holds a live long position in IREN.

@asklivermore Should i buy the dip in $IREN? Also, what do you think about samsung and sk hynix? Thanks.


Summary: TSLA and software will go down but less than other sectors; relative bearish lean while retaining holdings.

@stese79 i like TSLA and software, they will go down, but not as much as others. can keep

@asklivermore But software, finance, crypto related and (data center stocks) and Tesla just come from a long breather. Also trim if its far away from ath?


Summary: Added long KULR from lows; added to SOXS (inverse semi ETF) as hedge.

Update on the $100K challenge!

$VELO just became our 4th best stock, up 40%+ two days!

Today, we've continued to trim slowly on our top performers like $BKSY and $BW.

We also added new positions from the lows like $KULR, and we also added to our hedge in $SOXS.

Follow my every move, we're going to make it big this year.


Summary: Confirms MU will go lower in coming days, granting the parent's wish for a better entry.

@drMatijaGubec Your wish will be granted.

@asklivermore Hope it will go lower, a few more days. Waiting for bonus to invest in $MU.


Summary: Took a small long position in PLTR for a potential bounce; plans to add near $80 200-week MA if it breaks down further.

$PLTR I took a smaller position here.

potential bounce opportunity but still looks weak.

i'll buy more if it breaks down closer to its 200 weekly moving average around $80's. https://t.co/mDGQ6SahqN


Summary: Holds ASTS as an ongoing long position.

@asklivermore What do you think about $ASTS ?


Summary: Long AMD small position as it tries to hold the uptrend.

$AMD trying to hold the uptrend.

Small position, small risk. https://t.co/TQxh4S9GdH


Summary: Holds QCOM as an ongoing long position.

@asklivermore Your optioning on a  QCOM intraday day trade today?


Summary: Currently holding ASTS; ongoing long position.


Summary: Long LUNR on daily uptrend; buy all dips in one of the best space names.

$LUNR one of the best space names in the world.

Buy all dips, it's in a beautiful daily uptrend. https://t.co/w8u2n110Xb


Summary: Actively scaling into CRWV long position.

$CRWV has been one of my biggest winners this year.

i'll be scaling in here slowly and surely. https://t.co/NRZLpPLrIL


Summary: Accumulate rare earth stocks MP, USAR, UUUU, CRML, NB for 10X+ returns over 2025-2035 as supply shortages and AI/robotics/EV demand drive re-ratings.

Listen to me. This is your chance to retire your entire bloodline in the future.

AI stocks will go 2X - 5X. But one of the only HUGE opportunities to make 10X is in rare earth elements.

My estimated timeline:

- 2026 - 2028 (1 - 2 years): chop and volatility. China's policy shocks will drive 50% - 100% moves. Do not panic, this is normal.
- 2028 - 2030 (2 - 4 years): first real shortages emerge. Re-ratings will happen here. AI/robotics/EV booms and uptrends will start.
- 2030 - 2035 (4 - 9 years): peak multi-baggers once demand triples. Full vertical integrations here and euphoria time.

My favorite rare earth stocks:

1. $MP - Pentagon, $AAPL, are major shareholders and partners
2. $USAR - U.S. Department of Commerce is a partner and backed by BlackRock / Vanguard
3. $UUUU - big backer by the U.S. Government
4. $CRML - BlackRock, UBS, and State Street backers
5. $NB - Department of Defense backer

It's still early. Start accumulating and please thank me later by buying me a yacht.


$USAR - U.S. Department of Commerce is a partner and backed by BlackRock / Vanguard


$UUUU - big backer by the U.S. Government


$CRML - BlackRock, UBS, and State Street backers


Summary: Added COIN as a crypto/blockchain play in ongoing portfolio challenge.

industry='Financial Data & Stock Exchanges'

Update to the $100K challenge - we're doing so AMAZING.

$NBIS, $CRCL, $QCOM, $BKSY, $APLD, and $IREN have helped boost the portfolio.

Today, I added exposure into $COIN for some crypto/blockchain for the future.

I'll look to continue to buy low and trim/sell high daily. https://t.co/7E5lO7NeVx


Summary: Author picks IONQ and INFQ as the most promising names in the space for now.

@KennyLin2416 $IONQ and $INFQ for now. Things can change drastically though. It's only the 1st inning.

@asklivermore Among all the names which one may be the most promising i the future?


Summary: Holds a long position in IREN from $52.

@Hasnain83469882 We are in $IREN from $52. https://t.co/yQ2TTivzNs

@asklivermore what peice we should buy ?


Summary: Bought ANET on the post-earnings dip; holds a long position.

@CoolcatReport Congrats!!! I added $ANET when it dipped after earnings

Of the top 10 below, I currently hold $AMD, $CRCL, $LUNR, $NBIS.

I'm holding 62 positions and am just about fully invested. Probably have too many semiconductor stocks, but I will let them run a bit if they can.

Sold $ANET today for a 21% loss. They are not all winners.


Summary: Long NOW: still early in breakout setup after 12% move, expects further upside within weeks.

$NOW is setting up for the first time in 2 years.

High volume at the lows here = accumulation.
Software as an entire sector is trying to change its narrative! https://t.co/bJyPQy2J81

---

$NOW up 12% since this setup.

And it's still early! Let's see if $NOW can breakOUT within the next FEW weeks.

Please BUY me a Porsche when you get rich off of ALL my picks please. 🧡 https://t.co/aH8uMnagPa


we're already in but don't want to chase too heavily here

Summary: Already long AMZN, wants to add on a dip rather than chase current levels.

@AllenChris5570 I’d want a dip buy on $AMZN, we’re already in but don’t want to chase too heavily here!

@asklivermore Some good choices there, looking forward to seeing which ones you go for. $AMZN very strong pick.


Summary: Bullish Nokia; recommends buying dips.

@asklivermore What u think about #Nokia?


Summary: Holding AI/space winners ASTS, RKLB, IREN, APLD and defensive LLY; 40% cash ready to deploy on dips into June 5th timing cycle.

Update to the $100K to $4M challenge account:

1. We've officially reached an all-time high
2. $ASTS, $APLD, $PL, $RKLB, and $MP are our top 5 best performers

What we are going to do moving forward:
1. We're going to hold our winners
2. We are sitting on a nice cash pile - we will buy the BIG dips
3. The next timing cycle is between May 25th to June 5th.

Did we sell?
1. We have trimmed 20% across a lot of our positions last week
2. We will keep our winners and hold
3. Remember, we started this challeneg at all-time HIGHS, not at the lows so it's very dangerous to lump-sum big right now

What's our portfolio moving forward?
1. We keep our winners in AI/space like $IREN, $RKLB, $ASTS, $APLD and also defensive names like $LLY
2. We also added laggards to our portfolio

Now what?
1. We will wait for the timing cycle until June 5th, 2026
2. We will buy BIG on the red days ahead
3. We have 40% cash ready to deploy

Let's get to $4M together. 💪


Summary: Long TXN; another leg higher expected, any dip is a buy.

Texas Instruments $TXN is setting up once again.

We've made over 400% in the past, and it has another leg higher to go!

Watch any dip, it's considered a buy. https://t.co/Bx96CcgkZg


Summary: Author holds live long positions in space stocks BKSY, LUNR, and ASTS.

@thestockwhale Nice list SW! we're in a few like $BKSY, $LUNR, $ASTS, etc. 💪

Morgan Stanley's Space Team JUST announced that, "space is BACK in a big way."

This is ABSOLUTELY huge. Morgan Stanley is BUYING. J.P. Morgan is BUYING. Deutsche Bank is BUYING.

Here's the best space stocks to buy RIGHT NOW to make sure you're a multi-millionaire with me:

1. https://t.co/mpKGanf4ti


Summary: Long AMZN long-term; recommends buying now and adding after earnings.

@AprilSm44039215 i think long-term, just buy whenever you can (now) and buy more after earnings!

$AMZN is my winner.

@asklivermore That’s what I figured… I own them but want to buy more. Probably wait until Thursday??


Summary: Hold TSLA long-term; expects outperformance despite near-term volatility.

@PubSafetyHero Hold $TSLA long-term. it'll do fine and outperform. Short-term, expect some volatility

@asklivermore What would you do if you held TSLA at this point? Anything pointing to one thing or another especially with the SPCX IPO? I feel there will be a sell off of TSLA to try and pay for SPCX by Elon’s fanbase.


Summary: Buy dips in XLV above 141.97 support; long LLY from $1,002 entry.

@Path21Mil Either or. Any dip is considered a buy as long as price does NOT close below its latest low (141.97) for $XLV.

For $LLY, we're in since $1,002. https://t.co/XGnBDCFMTq

@asklivermore Hmm interesting play, so you recommend just to buy ETF and chill or choose individual stocks beaten down?
$XLV $LLY


Summary: Buy dips on AAPL, AMZN, AMD, and GOOGL; author's large-cap long-term winners.

my large cap winners keep winning:

1. $AAPL looking strong. you should look for an entry.
2. $AMZN buy all dips. this is my winner for the long-term.
3. $AMD buy all dips, the money maker.
4. $GOOGL any dip is considered a buy.

always keep buying the dips on winners. https://t.co/jrRZl5s40m


$AMZN buy all dips. this is my winner for the long-term.


Summary: Long both Joby and Archer on eVTOL helicopter-replacement thesis.

$JOBY $ACHR

eVTOL's like joby and archer could replace helicopters in the future.

i'm in. https://t.co/CMeHZpvh2k


Summary: Holds ASTS long, entered at lower levels.

@BrobrodeckTL We are in space with our subs from lower levels! 💪

@asklivermore What about space stocks like ASTS before SoaceX IPO?
Thanks!


Summary: Long CRM; sees it as a long-term winner moving with the software sector.

@isamillionaire It'll move with software! Long-term winner.

@asklivermore Would love to know your thoughts on $CRM


AMD is still bullish so don't get mad when it keeps going higher

Summary: AMD remains bullish and could keep moving higher.

@Me_Feat_You I don’t like risk with leverage. So for me, I would sell. But AMD is still bullish so don’t get mad when it keeps going higher.

@asklivermore I know. I thought I should give it a try and see down 10%. What is your advice? Should I sell or wait until nvidias earning? I will start Monday following your every move. I was on holiday and has been flying so I haven’t bought any of your entries yet but starting tomorrow!


Summary: Hold MP Materials long-term despite near-term downside expected.

@MacadoMP it'll go down, but I believe in it for the future. hold.

@asklivermore May I ask what do you Think of $MP? Safe to hołd?


Summary: Author is long nuclear stocks, endorsing the outperformance thesis.

NLR ETF tracks nuclear energy stocks globally

@asklivermore What do you think about nuclear stocks?  Seems like a lot of others think they’re going to outperform?


Summary: SPY to dip -5% to -10% starting May 25–June 5 cycle, with high-vol stocks down -20% to -50%; advises trimming and hedging.

Listen to me. This is your FINAL warning.

This is what will happen. The next cycle is May 25th - June 5th.

1. Trim your winners. Don't sell fully. Take minimum ~20% of your profits and rotate into defense. Or hedge with oil stocks, gold, cash, or puts.

2. AI will keep going up in the future, we're still very early.  But $SPY will START its dip of -5% to -10%.

3. This will turn into -20% - 50% dip on high volatility stocks.

Why will this happen?
1. It's a natural "breather" before we go up again (3 months of rest). We're too HOT.

2. No more earnings catalyst - we will have a period of LIMBO from June to August.

3. S&P 500 is stretched 15% away from its moving average. This is historically the time to trim.

Future forecast?
1. Buy the BIG dip. Markets are still bullish and will continue to go up.

What to do?
1. Balanced with AI, international exposure (Japan, Brazil, etc.), precious metals/miners (gold and silver miners), stable compounder companies, cash, and puts.

Follow my every move or else you'll lose everything. I've already started to rotate, and I will more.


Summary: Hold winners and buy dips on AI names through early June timing cycle.

AIQ ETF is best proxy for broad AI sector names

@ccjenniferlee its decision time in the markets until June 5th’s timing cycle. Bearish divergences need to be erased. let’s see, but in any case, keep holding your winners and buy the bigger dips on AI names

@asklivermore Does the potential US-Iran agreement make the second scenario (market keeps rallying) more likely, even with PCE/GDP data coming up next week? (market might see through the transitory effect of inflation). If that’s the case, would it still be a good time to add more #1 stocks?


Summary: Long RDDT; hold and buy post-earnings dip.

@frndproxy good. hold and buy the dip after earnigns.


Summary: Reaffirms bullish stance on NBIS; recommends slowly probing a long position.

@lamenta777 Yes! Love $NBIS for the future. Probe slowly and with intention.

Make sure you understand what the stock is telling you.

Read the movement. Learn the story behind what it is the big money is saying.

@asklivermore Yesterday you mentioned $NBIS , still a probing buy?


Summary: Long ADI; expects continued gains from a consolidation pattern on the uptrend after 400%+ run.

$ADI

Analog Devices made us over 400%, and it has a chance to keep going.

Beautiful consolidation pattern on this uptrend.

I'm expecting more GAINS! https://t.co/bC49IdBSfL


Summary: Hold IREN and MU through expected 30-50% drawdowns; long-term holders will be rewarded richly.

@IAmChrisDale You will face 30% - 50% drawdowns. If you can stomach the volatility, you will be rich.

@asklivermore Firstly grateful as always for the advice. I started trimming about a week ago on Space stocks etc which is fine. The two I struggle on are Iren and Micron. They have to pull back ( Iren especially ) but I got a great price. how risky are these do you think to the movement?


Summary: Expects AEHR to continue higher after sideways consolidation following a large run.

$AEHR

More continuation ahead.

As stocks moves sideways after a large run, it takes a breather before trying to go up again! https://t.co/jSdY52jukz


Summary: Holding ASTS; ongoing long position.


Summary: Long IREN as second-largest position; targets $88+ if closes strongly over next two weeks post-earnings beat.

Wow! $IREN just became our second largest position together in our portfolio after its earnings beat this morning.

If $IREN can close strongly this week and next week, we have a chance for $88+ per share.

Our portfolio is absolutely killing it since we started 1 week ago. https://t.co/IAGc5e6tku


Summary: Long space stocks RKLB, RDW, LUNR on technical breakouts; ASTS weaker but holding weekly uptrend.

Since we bought space stocks together, we're already up +30%.

And I think we can continue.

- $RKLB - closing above weekly resistance is a great sign.
- $RDW - monthly consolidation means bigger the breakout.
- $LUNR - weekly breakout, a good sign like $RKLB.
- $ASTS - weaker, but trying to hold the weekly uptrend here; more follow-through needed.

Follow my every move and I promise to 10X your account in the next few years.

Space names pulling back presents a better opportunity now.

They've run up quite hard so this reset gives them more juice for a chance higher.

$RKLB $RDW $PL $LUNR https://t.co/kSp3TLfeCp


$RDW - monthly consolidation means bigger the breakout


$LUNR - weekly breakout, a good sign like $RKLB


$ASTS - weaker, but trying to hold the weekly uptrend here


Summary: Bullish MU; recommends buying on dips.

@oliver80732720 Great name, buy if it dips

@asklivermore Views on MU?  I’m up massively and it just broke 1 Trillion market cap


Summary: Holds RKLB as a live position with subscribers.

@LeeDylan8898 We are already in $RKLB with our subs.

@asklivermore is $rklb a buy ? with spacex ipoing soon


Summary: Bullish on AI and semis continuing higher; buy the big dip when it comes.

@valleyinvesting I believe AI and semi's will continue to go higher. Buy the big dip when it happens.

@asklivermore I think we have another 30% in semis. Nvidia and the insane amount of micron calls hitting the tape


Summary: Long healthcare (XLV, LLY, ABBV) as defensive rotation play with broader market weakness expected ahead.

Healthcare sector $XLV is setting up for the rotation.

If price can continue holding above its 200daily moving average, it's a good defensive buy.
Red days ahead, and healthcare will outperform.

Our subs and I are in quite a few tickers from the lows like $LLY, $ABBV, etc.

Always follow where the rotation is happening before everybody knows about it.


Our subs and I are in quite a few tickers from the lows like $LLY, $ABBV, etc.


Summary: Long ServiceNow; expects base formation and breakout by year-end.

@Tommyboy085 good long-term. Will take a while to form a base and breakout. Give it this year.


Summary: Endorses KEEL as a small-position AI play with high beta and 2.2GW pipeline potential.

@GoodieMalloy It can be a smaller portion of your overall AI sleeve

@asklivermore Can you take a look at KEEL and see if it should be on your AI list. It’s high beta for sure, but huge potential as they’re currently working on their first contracts. 2.2GW in their current pipeline which is pretty huge.


Summary: Initiated small long position in Mastercard at the 200-weekly moving average.

Charlie Munger once said, "buy great companies at the 200-weekly moving average."

Today is the day for Mastercard $MA.

I'm in small position with the subscribers.

We need to be aware that the markets are going to face a lot of red days ahead. Stay careful. https://t.co/R8PUVq9S7O


Beaten down so much that it has me interested. Look at the high volume accumulation the last few months. 6% dividend yield and an inverse head & shoulders pattern trying to form. Potential breakout in the future.

Summary: Bullish UPS on high-volume accumulation, 6% dividend yield, and inverse H&S breakout setup.

industry='Integrated Freight & Logistics'

$UPS

United Parcel Service is the 2nd largest carrier in the U.S (behind FedEx $FDX)
Beaten down so much that it has me interested.
Look at the high volume accumulation the last few months.

It's down so much because they chose to reduce the volume of $AMZN packages.
It was too low-margin to continue with them.

6% dividend yield and an inverse head & shoulders pattern trying to form.
Potential breakout in the future.


Summary: Long IREN (held position); expects CIFR to move in the same direction.

@sanghani_vish I'm in $IREN. $CIFR should move in the same dimension for now.

@asklivermore Whats your view on CIFR? 🙏


$CIFR should move in the same dimension for now


Summary: Long AMZN: AI unlocks years of infrastructure investment at scale; benefits as both AWS/chips enabler and retail flywheel operator.

@piece_broccoli $AMZN has spent years (and billions) building the exact infrastructure AI is about to unlock at scale.

When every company automates, Amazon benefits as both the enabler (AWS/chips) and the operator (retail flywheel).

@asklivermore Love it!! 😂 I would love to know your reason why there is no love for the others? Or is it, you just see so much upside in Amazon why dilute with other Mag7?


Summary: Bullish NOK; buy the dips.

@asklivermore What do you think about $NOK


Summary: Long RDDT for the long term.

@Grandpawfloyd1 I like $RDDT for the long-term.

@asklivermore What do you think about Reddits chart


Summary: Holds a long position in IBM entered at $252.

@CRoseXlifts We're in $IBM already from $252. https://t.co/YVPJOhlGTL

@asklivermore I like it a lot. What are your thoughts about $IBM ?


Summary: Holds a long position in MP Materials.

@kennypogoy We're in $MP already my friend

@asklivermore What you think of longing $MP?


Summary: Author recommends DRAM ETF as safer memory play and MU for higher-risk/higher-upside exposure.

@Mpat99x I like $DRAM overall if you want a safer and outperforming pick. For more risk / volatile and more upside and more downside, $MU.

@asklivermore To build new position in memory do you recommend having both MU and SNDK or which one to go for, yes will hold ETF for sure..


For more risk / volatile and more upside and more downside, $MU


Summary: Bullish ERIC; expects it to gain alongside Nokia on Europe/US shift away from Huawei in 5G/6G.

@Plaskpojken Yes! $ERIC will move the same.

@asklivermore What about $ERIC ? I think both Nokia and Ericsson is going to win when all of europe and US(?) is going to change from huawei to non-chinese tech in the 5g/6g network.
Ericsson also involved in some US Chips act projects along with Sivers, BAE and RTX.


Summary: Holds a long position in ServiceNow (NOW).

@asklivermore Sold today and bought NOW instead


Memory is crucial. Without memory, AI can NOT scale and function. We are STILL so early. Buy big -> this is where you can buy big time. CONVICTION.

Summary: Bullish on memory stocks MU, SNDK, DRAM ETF as AI scaling demands grow through Agentic, Physical, General AI and Superintelligence phases.

$MU, $SNDK, and $DRAM (memory ETF).

Memory is crucial. Without memory, AI can NOT scale and function.
We are STILL so early.
We STILL have Agentic AI (right now) -> PHYSICAL AI (year 2027 robots) -> GENERAL AI (year 2028) -> SUPER-INTELLIGENCE (year 2030+ and beyond).

A lot of you have asked WHEN and WHERE to buy memory stocks.

1. Probing position -> this is a starter position. This is to test the waters and reduce FOMO. At this level, markets are neutral. Relief rally territory that can turn into all-time highs or fail and head lower. So you buy small and see, and be flexible.

2. Build position -> this is where it makes sense to build a nice chunk. It's at great levels to be happier psychologically. This is when you're okay with whatever fate happens. Fair price.

3. Buy big -> this is where you can buy big time. CONVICTION.

In whatever case, RED is temporary. Let's make millions together.


$MU, $SNDK, and $DRAM (memory ETF). Buy big -> this is where you can buy big time. CONVICTION.


Summary: Holds a live long position in CAVA entered at $76.10.

@Lelek418576 Already in from $76.10 with the subs $CAVA https://t.co/Hc7fbgNR90


Summary: Bullish and long utilities sector (XLU) and individual names NEE, SO, DUK, CEG, AEP, D, VST as a defensive AI-theme power play.

$XLU

I am bullish and long on the utilities sector and individual stock names.
They are a defensive way to play the AI theme.
We still will ALWAYS need power in this world, even if AI wins or fails in the future.

$NEE, $SO, $DUK, $CEG, $AEP, $D, $VST https://t.co/GPkA10BWI9


I am bullish and long on the utilities sector and individual stock names.


Summary: ADBE at good levels to accumulate; bullish at current price.

@CharantejaMudd1 At good levels to accumulate.


Summary: Holds PL and plans to add more; also bullish on other space stocks going forward.

@ryan_michael_6 I do have $PL and will add more and other space stocks in the near future

@asklivermore Indeed, been great to see first hand. Curious why there isn’t any Space in your portfolio rebalancing?


Summary: Bullish HUT8; recommends buying the dips.


Summary: Buy AVGO on big dips when bullish divergences form across moving averages.

@frndproxy Buy the big dips once it forms bullish divergences across its moving averages


Summary: Portfolio examples: long ARM as AI winner, KO as defensive, WING as laggard, PSQ as hedge.

@StalkFinanciero For example:

AI winner is $ARM. Defensives would be $KO. Laggard would be $WING. Hedge would be $PSQ.

@asklivermore You always talk about this, but could you give some good examples to take?
2. 15% defensives
3. 15% laggards
4. 15% hedges


Summary: Cautious on QQQ/tech late-cycle; stay long AI winners ARM/AMD/NBIS, overweight XLV healthcare and IGV software, add defensive/consumer staples exposure over next 3 months.

Listen to ME. I MADE you millions. Now I will SAVE you millions. You need to stay careful here.

$QQQ and the tech-sector is STARTING to show signs of LATE-cycle movements.
With each new MARGINAL high comes more and more BEARISH-divergence.
Bulls are getting VERY greedy at these levels.

What should you do?

For AI winners like $ARM, $AMD, $NBIS, etc.:
1. HOLD and KEEP
2. But I've TRIMMED my AI winners by 20% to lock-in gains
3. I've also started to HEDGE 15% of my portfolio (3-month puts, inverse ETF, etc.)
4. This helps ABSORB potential volatility

For lagging sectors:
1. We are OVERweight in $XLV and healthcare (doing very well for us)
2. We are OVERweight in bottoming sectors like software $IGV  (doing great for us)
3. We are OVERweight in contrarian buys like consumer staples

For defensives:
1. Core positions in defensive sectors can HELP and maybe even OUTPERFORM the next few months
2. Think consumer defensives, utilities, and industrials

Overall, KEEP your AI winners!!!! We are still EARLY in AI.
But make sure you hold your gains by balancing your portfolio for the next 3 months ahead.

You NEED to listen to me right now.

We are in LATE-cycle territory for the overall markets / $SPY.
Bearish divergences are forming with EACH new marginal high.
VOLUME is drying up, candles are getting smaller. This is HESITATION from the bulls.
Momentum is starting to FADE. https://t.co/v1Td14Gpm4


We are OVERweight in bottoming sectors like software $IGV (doing great for us)


For AI winners like $ARM, $AMD, $NBIS, etc.: 1. HOLD and KEEP


Summary: Prefers HOOD, IBKR, and SCHW over BULL as the leaders in the space worth buying.

@SSchmagoogal $BULL should theoretically move the same, but I like $HOOD, $IBKR, and $SCHW more tbh.

I like buying leaders. https://t.co/p3DVwMtZUA


Summary: Bullish CAVA on FIFA-driven in-city dining catalyst this summer; broader restaurant stocks also looking good.

$CAVA

Cava is quietly setting up.
A lot of restaurant stocks are starting to look good to me.
FIFA catalyst, in-city dining over the summer. https://t.co/Bbk4aOAXm4

---

$CAVA google trends over the last 5 years. https://t.co/vUTMx3KA8U


Summary: Bullish CRM; author endorses the stock with a direct 'we like' statement.

@SeanTrades_ It'll move the same. We like $CRM.

@asklivermore Can you look at Salesforce $CRM?


Summary: Holds MRVL and MU as live positions in the 10X portfolio.

@gregscousin13 I have $MRVL my friend in the 10X portfolio and $MU

@asklivermore Why no mrvl or dram in portfolio brother


Summary: Declares software sector bottomed; buy NOW dips after 50% gain from $90 call; durable bullish stance on the sector.

$NOW

I told you to buy ServiceNow at $90 on April 15th, 2026.
Today, it's $135 (+50% increase).

Software has bottomed for this cycle.
All dips can be bought if you missed my bottom-setup. https://t.co/cCc8p8HbMq

Why I'm buying more $NOW today at ~$90's.

The stock is down ~40%+ YTD and over 55% from 2025 highs around $211.

Their forward P/E compressed to the low 20s.

Fundamentals strong with 21% subscription revenue growth, Now Assist AI doubled net new ACV, and 2026 guidance is https://t.co/FAMdtarK6K


Summary: Holds a long position in KWEB (Chinese internet ETF).

@asklivermore I guess the contrarian buys include $BABA which I know you are already in.


Summary: Long-term bullish on RCAT despite expected high short-term volatility.

@Jewerlis Long term should be a winner. Expect very volatile days short term - 10 / - 20% ups and downs


you should also KEEP my 15% hedge like $PSQ until prices reach my potential moving averages

Summary: Short-term bearish on QQQ/AI stocks; hold PSQ hedge and defensive positions until moving-average support levels confirmed.

My dear followers. LISTEN to me for what's to come and what to do.

$QQQ and AI stocks has STARTED a downtrending cycle on the smaller timeframes.
This is confirmed by a pivot break on RSI, large bearish volume, and bearish divergence, and confirmed bearish momentum on MACD
However, we are STILL bullish against the April pivot lows long-term.

What does this mean?
1. The markets will most likely stay bearish short-term with relief rallies along the way.
2. Expect a relief rally to test if bears have conviction, markets will try to bounce and head to all-time highs again.
3. If this rally fails, this setups a LOWER-high scenario that will target more downside closer to my moving averages (62 and 88 EMA or 200 SMA) for a healthy reset.

What should you do for AI stocks?
1. Micro-position. Build your AI positions SLOWLY. There is no confirmed bottom yet on the 1-hour timeframe.
2. Every day, you can buy in SMALL chunks and build up your AI positions. (Day 1, $300. Day 2, $300, Day 3, $300, etc.).
3. These are PROBING positions. You're testing to see what's going on and eliminating FOMO.

How should the portfolio look like?
1. There is no confirmed bottom yet on the 1-hour timeframe.
2. So, you should KEEP your defensive stocks that I own, like $WMT, $DE, $LLY, $MCD, etc. in case more volatility comes
3. You should also KEEP my 15% hedge like $PSQ until prices reach my potential moving averages

How does MY portfolio look like?
1. AI winners 40%
2. Laggards 15%
3. Defensives 15%
4. Hedges 15%
5. Cash 15%

Our portfolio stays so STRONG during red days, and OUTPERFORMS on green days.

Wait for my signal to go all-in; right now, I stay BALANCED.


you should KEEP your defensive stocks that I own, like $WMT, $DE, $LLY, $MCD, etc. in case more volatility comes


industry='Farm & Heavy Construction Machinery'


Summary: Still bearish on crypto broadly; no confirmed low yet, though allows for slow position-building.

Broad crypto; BTC and ETH as dominant proxies

@aadbinges Still bearish for now, no confirmed low. But you can start probing and building up positions slowly.


Summary: Unconditional long on ASTS — buy regardless of conditions.

@JonathanGomma @AST_SpaceMobile Always buy $ASTS rain or shine.

@asklivermore Would love to know your thoughts on @AST_SpaceMobile


Summary: Recommends buying PSQ as a hedge; also suggests ATM/OTM put options on a potential relief rally this week.

@aadbinges Can! $PSQ is my hedge recommendation for BEGINNGERS.

Or if more experienced, 3-6 month PUT options at the money + slightly out of the money for hedges if a relief rally occurs this week.

@asklivermore Do you think we can add PSQ on a relief rally  or safe to buy either way?


Summary: Holds DDOG, MDB, and NOW in preference to CRM; bullish on all three on trend/breakout/fundamentals.

@Roy88341 I do not have $CRM, I have $DDOG (top uptrending software), $MDB (breakout candidate), and $NOW (strong fundamentals).

@asklivermore should i keep holding $CRM?


Summary: Hold TSLA for the long-term future; implicit bullish stance.


Summary: Endorses starting to build a long position in NVIDIA for long-term hold.

@asklivermore Hi Mun, good time to buy nvidia now for long term hold?


Summary: Still holding MDB, expecting breakout to all-time highs in the next few months; up 30%+ and bullish on software resilience vs AI.

$MDB

We're up 30%+ on MongoDB together. As mentioned, I do believe they are the Netflix of the cloud.

Volume is starting to pick up. Software is trying to show you that AI cannot kill it.
I'm still holding my shares, waiting for a break-out in the next few months to all-time highs.

MongoDB $MDB is setting up the same as $ARM.

They are becoming the Netflix of the cloud.

I like that. https://t.co/8NGY2IEwXO


Summary: Probing AAOI with a small position, expecting lower prices before adding more — cautious long entry.

@Ausar_theV1LE Probing only and more lower


Summary: TWLO and DDOG are software leaders in stronger uptrends; MSFT avoided until it shows uptrend strength.

$MSFT and software.

I absolutely LOVE Microsoft.
It is a huge winner in the future.

However, I am AVOIDING $MSFT for now until it can show me STRENGTH.
Software like $TWLO and $DDOG are the software LEADERS right now. They are in stronger uptrends.

But for $MSFT, I really need to see it uptrend. Until then, I have it on my radar.
REMEMBER for me, I like buying uptrending stocks. I avoid CHOP.

Once Microsoft can uptrend again and show me strength, I'll be a big buyer.


Summary: Unconditionally bullish on all Magnificent 7 stocks; always buying regardless of conditions.

Magnificent 7 basket: AAPL MSFT NVDA AMZN GOOGL META TSLA

@AlanT1470504 Always buy Mag 7's rain or shine.


Summary: Buy the dips in BB.


Summary: Bullish on BB, NOK, SWKS, QRVO as 5G network equipment/component plays benefiting from AI-driven demand for fast, low-latency infrastructure.

$BB $NOK $SWKS $QRVO

5G is absolutely critical moving forward. NOT because of phones.
But because AI needs FAST, low-latency networks.
AI needs to flow from data centers into factories, robots, vehicles, and many other apps.
This is creating FRESH demand for telecom equipment.

These companies have real exposure to 5G network equipment, components, and security infrastructures.
Setting up quietly on an uptrending cycle.


Summary: Recommends buying MRVL on dips; bullish stance.


Summary: Still holding PL as a core position.

@Eatdirt13 No my friend, I have $PL in the core.

@asklivermore But you’ve recently sold PL completely?!


Summary: Long MRVL in uptrend, buy dips; ORCL good long-term despite near-term choppiness.

@Rajiv_KG $MRVL in uptrend. Buy the dips.

$ORCL is still choppy. Good long-term, short-term expect choppiness.

@asklivermore your opinion on $ORCL, $MRVL ?


$ORCL is still choppy. Good long-term, short-term expect choppiness.


Summary: Long RDDT long-term: AI data licensing to OpenAI/Google plus ad revenue creates durable compounding value.

$RDDT

Reddit is setting up quietly.
They license out their real human convos, debates, and entire knowledge base to AI companies, like OpenAI and Google.
So you're basically buying into an AI licensing business model WITH ad revenue.

I am bullish on $RDDT for the long-term. https://t.co/WTK9qf29Bz


Summary: Holds a long position in RDDT entered at $159.89.

@esttx7 $RDDT we're in with the subs from $159.89. https://t.co/FzoLYzC2qC


Summary: Holds a long position in Planet Labs (PL).


Summary: Hold and add ServiceNow at timing cycle lows; bullish stance.

@asklivermore What would you do with $NOW ? Thank you!


Summary: Bullish SNOW on earnings beat and potential new uptrend; one of the stronger software names currently.

@Monatu4114 I like their earnings BEAT and could try and start a new uptrend. One of the stronger names right now in software. But we'll have to see if software can hold the lows.

@asklivermore Thanks Mun. Would like to know your thoughts on $SNOW pls. 🙏


Summary: Holding CRWV long position currently.

@LiamJ2611 Im holding my $CRWV with the subs right now

@asklivermore What about calls that are expiring next year from $CRWV 135$ June 2027


Summary: Long AI sector for long-term outperformance; complement with staples/defensives to absorb volatility, but lean toward growth.

I don't think that would be the smart move longer-term.

You should keep holding a chunk in AI - these will help outperform the overall markets on green days.

You can THEN couple it with staples + defensives + laggards to absorb the volatility if more red days are ahead.

But overall, you should still LEAN towards growth long-term.

@asklivermore As for folk who got slaughtered and full of cash now, should I build the defence positions on consumer staple and defensive now, or just wait?


you can THEN couple it with staples + defensives + laggards to absorb the volatility

XLP is the standard US consumer staples ETF


Amazon is setting up. One of my favorite stocks of all-time. Operating margins hitting record levels.

Summary: Bullish AMZN: multiple growth engines (AWS, ads, Prime, AI, international), record operating margins, still early innings.

$AMZN

Amazon is setting up.

One of my favorite stocks of all-time.
Not just shopping. AWS, ads, Prime, devices, healthcare, and more = multiple growth engines.
Still early in AI, international e-commerce, and new verticals.

Operating margins hitting record levels. https://t.co/VxClNfEuwD


Summary: Minimum 60% upside remaining for SPY through 2028-2029 AI super-cycle before next crash.

The next stock market CRASH will happen in 2028 - 2029.

Until then, we have a MINIMUM 60%+ more to go for the S&P 500 ( $SPY ).

From 2008 to 2016 was a 276% gain until the cycle ended (8 years)
From 2016 to 2022 was a 207% gain until the cycle ended (8 years).

From 2022 until now, we're at 132% gain, with ~2 more years to go of our AI super-cycle.
Let's get rich together.


we're in $HOOD already with the subs. It's the same setup.

Summary: Long HOOD as primary position; SOFI acceptable higher-volatility substitute on same setup.

@BerryChaney we’re in $HOOD already with the subs. It’s the same setup. But if you want more volatility, $SOFI is okay as a substitute

@asklivermore Are you looking at SoFi as a possible future purchase?


Summary: Bullish AVGO; calls it a great company and advises holding winners.

@MonsieurScholes great company, hold your winners. can trim if you want to lock in some cash

@asklivermore Where does AVGO stand in your list of companies here?


Summary: Long-term bullish on both NVDA and AVGO; semis strengthening and supporting broader market ATH trend.

$NVDA and $AVGO

Semiconductor's are looking stronger to me.
This is a good sign since they will really help the overall markets to continue to all-time highs.
However, no confirmation yet until $AVGO can fill the gap above fully after its earnings beat.

I'm bullish on both for the long-term.


Summary: Holds KWEB as the preferred way to play Chinese internet exposure rather than individual names like JD.


Summary: Still bullish on AI stocks; uptrend intact, current dip is a buying opportunity.

AIQ ETF tracks AI-themed equities broadly

@Im_Weirdo_2022 we're still in a great uptrend, can buy low

@asklivermore i have sold part of the ai stocks in my portfolio because they have dropped so much recently


Summary: Holds a long position in OKLO.

@asklivermore New subscriber! Been trading on my own but ready to go to the next level. Thanks for your insight! Any thoughts on $OKLO ?


Summary: Holds RDDT long from $159 entry.

@iv_sheriff We're in $RDDT from $159 with the subs! https://t.co/KZV4RuOfXU

@asklivermore Nice work! Do you follow RDDT?


Summary: Long foundries GFS, TSEM, UMC, INTC, and TSMC; all setting up for new all-time highs as the next wave arrives.

$GFS, $TSEM, $UMC, $INTC

Foundries take chip designs and actually BUILD the chips in their factories.
These foundries are setting up potentially following $TSMC (Taiwan Semiconductor) to new ALL-TIME HIGHS.

The next wave is here. https://t.co/IumDEpD7FE


following $TSMC (Taiwan Semiconductor) to new ALL-TIME HIGHS


Summary: Holds NOW and AMZN as core long positions; reassures parent that NOW is a solid core holding.

@Smeagol13849732 $NOW is a good core. Can use it as one of your core position alongside others. I have $AMZN, and others to couple with it.

@asklivermore I went a little too heavy into NOW 🤦♂


I have $AMZN, and others to couple with it


Summary: Plans to buy PSQ (inverse QQQ ETF) soon after using it for portfolio protection.

@IvryToast thanks Ali! We saved so much money together. Now we buy soon.

@asklivermore phenomenal call on $PSQ . It's doing a lot of damage control in my portfolio today😅


Summary: Holds NBIS; endorses multi-year hold thesis.

@kris03507257764 Hold. I am also in $NBIS.

@asklivermore Min, any thoughts on $nbis for a multi year hold ? Thanks. Still trying to develop my own style, bouncing ideas of those more experienced.


Summary: Hold INFQ for years; quantum computing still in early stages with long runway ahead.

@Path21Mil Hold for a few years!!! Quantum is early!

@asklivermore I am still holding though it is volatile and choppy and only main reason is it has real revenue as you mentioned.
$INFQ https://t.co/Pp2FBHXhYJ


Summary: Bullish on robotics sector; buy the dip.

BOTZ ETF tracks robotics and automation sector

@KingKris90 Good for the future. buy the dip

@asklivermore How do u feel about robots? Feels like the next big theme


Summary: Bullish AVGO; decisive hold-and-buy-dips verdict.

@JS4966865062753 great company, hold and buy the dips

@asklivermore What is your take on Avgo, Will it take off after earnings like marvel, dell or more muted like nvidia. Surprised this is on your radar


Summary: Still long IREN; likes high-volume breakout, price above 200-DMA, higher-lows pattern despite choppy action.

$IREN

Very choppy price action but few things I like.
I like the high volume breakout.
I like that it continues to stay ABOVE the 200 daily moving average.
Continues to make higher-lows.

Needs more separation from its moving averages to make me feel comfortable.

Overall, I'm still long on $IREN.


Summary: Held long position in HOOD from $75.87.

@Path21Mil Nice my friend! We are in $HOOD since $75.87.

Good luck to you and I! https://t.co/x9ucjpBkEl

@asklivermore I am front running you on these two names
Started buying too early with $SOFI and already in profit, $HOOD break even at the moment.
Once I see you conviction tweet will add more.
LFG 🔥🔥


Summary: Long V as a longer-term held position.

@NACHORIOS73 We’re in $V for the longer-term but $MA is great business.

@asklivermore Hi, what are your thoughts about $MA??


Summary: Buy the dip on MRVL.

@asklivermore Sub here , what’s your take on $MRVL ?


Summary: Holds a long position in ServiceNow and will add if it holds current levels.

@molecule_trader I have a position in $NOW already. Will buy more if it shows me it can hold. https://t.co/XkQfSsnylj

@asklivermore I guess the message is don’t yet enter to $NOW but watch..

It’s a good company, led by a good person, I have no doubt it will go higher, just that we have to figure out the best time to get in.


Summary: ARM is a top highest-conviction long, one of author's all-time favorites.

@capitaldrift $ARM is one of my favorites of all-time.

And anything related to AI infrastructure at this current moment.

@asklivermore Thanks for sharing. What are your top 3 highest conviction stocks currently?


Summary: Still long ServiceNow and broader software sector; sees accumulation at lows and expects the bottom to hold.

$NOW

ServiceNow and the entire software sector is trying to bottom.
Lots of volume and accumulation at these lows.
This where bulls are getting TESTED to see if this is REAL conviction.
They need to DEFEND and hold the floor.

If they can, the LOW is in forever.
I am still long on $NOW and other software stocks.


Summary: Bullish on markets to all-time highs; likes structure of SPY, NVDA, AMZN, GOOGL, and AAPL as key drivers.

I am STILL leaning bullish on the markets here.
We have a 70% chance to all-time highs.

$SPY has started to uptrend once again.

I also like the structure of $NVDA and the other Mag 7's like $AMZN, $GOOGL, and $AAPL.
This will help the markets try and reach all-time highs if they can stay strong.


I also like the structure of $NVDA and the other Mag 7's


the other Mag 7's like $AMZN, $GOOGL, and $AAPL


Summary: Bullish MRVL; buy dips.

@asklivermore Good one bro, any analysis on $MRVL ?


Summary: Both BEAM and CRSP quietly accumulating; bullish on biotech rotation later this year, still early.

$BEAM and $CRSP

Next-gen gene editing companies Beam Therapeutics and CRISPR are both setting up quietly.
Volume confirms accumulation.

Watch the rotation into biotechnology later this year. Still early and choppy for now. https://t.co/WPtbPWxRWE

---

$BEAM and $CRSP a good day, continues to setup.

Still early... https://t.co/aEw8WEJGqG


Summary: Bullish CRWV: strong fundamentals, analyst consensus, and technical setup just needs a pivot-high breakout to run.

$CRWV

CoreWeave has a perfect technical setup from an eye-ball test.
However, it is missing the VOLUME.

Even though the chart looks great, nothing is confirmed until VOLUME shows up.
Until then, can stay very choppy and frustrating.

$NVDA partnership.
$70B+ in backlogs.
23 Buy, 11 Hold, 2 Sell across 30+ analysts.

---

$CRWV finally getting some love it deserves.

BoA, Wells Fargo, BNP Paribas all reiterated Overweight with $150 targets after flagging a big Q2 backlog beat and ~90% of the 2027 $30B ARR target already secured.

Wall Street’s largely on board with the AI infra story.
From a technical setup, $CRWV just needs to break above the pivot high and it's off to the races.


Summary: Holding defensives (KO, utilities) ahead of FOMC; views any dip in broader market as a buying opportunity.

@sfajason For the core portfolio, we are in defensives like $KO and other utilities to absorb any shock in case.

I like the way the markets are looking though, I think if there's a dip, it's an opportunity to buy.

@asklivermore Hey Mun, any thoughts on FOMC meeting tomorrow? Worth hedging today?


XLU is the standard US utilities sector ETF


Summary: Unconditional buy on AMZN at any price.

@kiastingr Always buy $AMZN rain or shine.

@asklivermore What are your thoughts on $AMZN here at 250?


Summary: Unconditional long AMZN; always a buy regardless of conditions.

@WizardOddsShow Rain or shine, always buy $AMZN.


Summary: RCAT expected to move up in line with the same industry (context: bullish industry move).

@asklivermore What about $RCAT ? Same industry


Summary: Bullish silver; recommends holding and buying dips.

SLV is the standard silver commodity ETF

@CindyBong8902 Good to hold and buy on dips!


Summary: Buy space stocks PL, ASTS, RKLB, RDW; build positions at moving averages; PL is top pick.

Space stocks like $PL, $ASTS, $RKLB, and $RDW are a buy for me. You can build your positions.

Look to build slowly on these names at great prices, especially at their moving averages.
Do NOT miss your opportunity, do NOT be scared of red for your future.

My personal favorite is $PL, but I like all the other names as well.


Space stocks like $PL, $ASTS, $RKLB, and $RDW are a buy for me


Summary: Suggests gradually building a position in PL after its 22% drop.

@angryoreoooooo can buy slowly and build

@asklivermore $PL is down 22%， opportunity to buy more or wait?


Summary: After warning of late-cycle weakness, now pivoting to look for buys as fear peaks.

I was the ONLY account on X to constantly warn you.

I gave you the plan. And now you’ve saved so much money.

Now, when everyone is scared, we start looking to buy.

Let’s go.


Summary: Prefers LLY and ABBV over NVO in healthcare; currently holds positions in both.

@isamillionaire It's okay. I like other healthcare like $LLY and $ABBV, and others that we're in right now.


Summary: Long GOOGL, AAPL, NVDA, AMZN as uptrending; avoiding MSFT and META until they resume uptrends.

@hendm5 I like uptrending stocks. $GOOGL, $AAPL, $NVDA, $AMZN, etc.

$MSFT is still a bit choppy and $META. But once they uptrend, I'll buy them. Until then, the opportunity cost for me is elsewhere.

@asklivermore Cmon you don’t like $MSFT? 😂


Summary: Long MDB as top software pick; also bullish on NOW.

@FartieFrenchie My winner in software has been $MDB, but I like $NOW as well.

@asklivermore How do you feel about $NOW?