Summary: Enthusiastic endorsement of Robinhood's new platinum card as best in class; implied bullish on HOOD.

This actually may be the best credit card I have ever seen…

New Robinhood $HOOD platinum card. Cancel your Amex, cancel your chase, go with this.

The rewards are over 4x the annual fee. You will not get this anywhere else. And no, Robinhood is not paying me to say this. https://t.co/e2m8qdtIz9


Summary: Bullish META at current valuation, trading below S&P 500 forward multiple.

structural marker; pre-classified as canonical yfinance ticker

industry='Internet Content & Information'

The S&P 500 is priced at 22.4x forward earnings.

Meta is priced at 20.7x

Disconnects like this won't last forever.

$META https://t.co/1GNyDFyj2B


The President of The United States of America is mentioning Palantir $PLTR by name and calling it crucial technology and you're bearish??

Summary: Challenges bearish PLTR stance; presidential endorsement of Palantir as crucial tech is bullish catalyst.

“You’re bearish? The President of The United States of America is mentioning Palantir $PLTR by name and calling it crucial technology and you’re bearish??” https://t.co/JFhyMWSx5I

President Trump just posted about $PLTR by name and ticker calling Palantir’s warfighting capabilities proven.

That is at least notable given how rarely sitting president references individual stocks so directly. https://t.co/5NfFnLvUpR


Summary: Bullish GOOGL reaction to $40B Anthropic investment news; expects stock to rise sharply.

GOOGLE $GOOGL TO INVEST UP TO $40B MORE INTO CLAUDE DEVELOPER ANTHROPIC.

BOOM THE STOCK GOES. 💥

Up BIGLY. https://t.co/kda9nO1MaK


Summary: Author signals they are underweight Meta and wants more exposure.

I do not own enough Meta $META.

NFA. https://t.co/GFQtdTumgd


Summary: Bullish oil & gas on collapse of US-Iran peace talks raising supply-disruption risk.

Oil & gas longs when they saw the US-Iran peace talks go to hell https://t.co/mfuBBSZoAk


Summary: Sarcastic dismissal of the idea that crude oil has topped; implied bullish on further upside.

Crude oil cannot possibly go any higher…

Crude oil: https://t.co/cgpKp1sd8o

BREAKING: US oil prices surge above $113/barrel for the first time since June 2022.

Oil futures are now up +68% this month, on track for their biggest monthly gain in history. https://t.co/pJ4hIp5iVW


Summary: Added to META position; live long disclosure.

@pepemoonboy I just bought some more $META

I’ve got some cash ready to deploy…

What should I buy?


OIL SOARING IS NOT SOMETHING THAT HAPPENS WHEN WAR IS "WINDING DOWN" BTW

Summary: Oil surge signals war is not winding down; implicitly bullish on continued elevated oil prices.

OIL SOARING IS NOT SOMETHING THAT HAPPENS WHEN WAR IS “WINDING DOWN” BTW.

BREAKING: US oil prices surge above $101/barrel as President Trump begins his address to the nation on the Iran War. https://t.co/5BcRRBkwqN


Summary: META below $620 is seen as irrationally cheap; implied bullish.


Summary: Bearish oil on Iran granting safe Hormuz passage for 2 weeks.

JUST IN: Iran foreign minister says "safe passage" through Hormuz will be granted for 2 weeks


Summary: Bullish AAPL: framing Apple as winning the AI race efficiently, implying durable competitive advantage.

Realizing that Apple $AAPL is actually winning in the AI race without ever investing a dime into it… https://t.co/dgYoChhtgf

NEWS: Apple has introduced the MacBook Neo, their most affordable laptop ever.

• Price: $599 ($499 for students)
• 16 hour battery life
• 13" display, 500 nits
• A18 Pro chip
• 256GB or 512GB of storage
• Four colors: silver, indigo, blush, and citrus
• Weight: 2.7 lbs
• https://t.co/7RYWN2g5WW


Summary: Bullish META at low $600s; 4 red days post-good earnings feel like an overreaction, dip looks wrong.

Meta $META with 4 straight red days and in the low $600s a share like I was saying abit ago just feels wrong…

They are coming off a good earnings report.

Minus CapEx which I honestly think is a good thing but I get why investors are skeptical about it.


Summary: META still not expensive at ~$600; implied bullish despite missing the $500s accumulation window.

Meta $META went from low $500s to basically $600/share here super quick.

Didn’t get time to accumulate shares in the $500s.

Still not expensive here though imo.

Not financial advice.


Summary: Sarcastically mocks Cramer's 'oil topped' call; implied bullish on oil via Cramer-inverse logic.

Oil & gas investors right now… https://t.co/du9Ey1CyIn

JUST IN: Jim Cramer says oil prices have topped. https://t.co/0kvWtzLsr2


Summary: Author implies AMZN and GOOGL benefit from Anthropic's surging adoption given their 8% and 14% stakes respectively.

Amazon $AMZN and Google $GOOGL both have significant stakes in Anthropic:

Amazon owns approximately 8%
Google owns approximately 14%

Do with that information what you will.

To be honest: I didn’t expect that steep curve of adoption. Anthropic surpassed every prediction and is becoming the number one business product. https://t.co/h6KOO2xJRr


Summary: Schwab launching BTC/ETH trading is dragging HOOD and COIN lower as competitive threat.

Robinhood $HOOD, Coinbase $COIN & others are trading LOWER on this news… https://t.co/q6slLV1fTN

JUST IN: Charles Schwab launches direct trading of Bitcoin and Ethereum


Meta $META in the $500s is RIDICULOUS. hehehehe me likey

Summary: Bullish META at $500s; author views price as attractively low and expresses enthusiasm to buy.


Summary: Bullish NKE: CEO and Apple's Tim Cook (board member) both bought shares; insider buying is a positive signal.

Nike $NKE CEO Elliot Hill & Apple $AAPL CEO Tim Cook have bought shares of Nike $NKE.

Tim Cook is on the board of directors.

Insiders sell for many reasons but they buy for one. NFA. https://t.co/Ps7H9J2MVm


Summary: Endorses parent's bullish META view; prefers META over NFLX on valuation and growth.

@ecommerceshares Exactly, love $META a lot more here NFA

Brutal slowdown and Q2 EPS guide miss at $NFLX.

No good when you’re trading at a massive valuation premium to the Mag 7. Why own this when you can own much-faster growing $META dramatically cheaper? https://t.co/NcY2RSEM3L


Summary: Bullish AAPL: author endorses thesis that Apple is the AI winner by leveraging others' model investments at minimal cost.

Realizing Apple $AAPL won the AI race by simply doing nothing… https://t.co/Qf2VBZukzA

i find it fucking hilarious how Apple "failing" at AI is now the exact reason they're about to win it:

- watched everyone else burn $1.4T+ building models... then picked the winner (gemini) to use for... $1B

- while everyone fights to grow users, apple flips a switch and 2.5 https://t.co/LshRVUlEm8


Summary: Bullish META: underrated flywheel of using billions of existing users to drive traction for new apps, repeatedly.

An underrated aspect of Meta $META is that they can just spin up new apps that will gain massive traction because they can use their other platforms with billions of users to direct people to their new app.

We saw this with Threads and probably will see it again and again.

Here is another example of it.

INSTAGRAM IS ROLLING OUT A NEW APP THAT'S A MIX OF SNAPCHAT AND BEREAL

Meta Platforms $META launched a new app called "Instant" in Italy 🇮🇹 today

"Instants lets users share disappearing photos with their friends. These photos last 24 hours and can't be viewed more than once" - https://t.co/W9b3AuP1AJ


Hard to be bearish this business here. Greg Abel seems awesome.

Summary: Bullish BRK.A under Greg Abel; buybacks and reinvestment signal good stewardship, hard to be bearish.

So the new CEO of Berkshire Hathaway $BRK.A is now buying back shares and dumping his entire paycheck right back into buying more of the stock?

Yeah… I like this guy already. I think Berkshire Hathaway is in great hands. Obviously not as great as if Buffett was still at the helm.

But this is about as good as you can get. Greg Abel seems awesome. Hard to be bearish this business here.

Berkshire Hathaway CEO Greg Abel: "We're doing [repurchases] on behalf of our shareholders and owners. We have to view this as we're creating value for our shareholders long-term." https://t.co/tq1vWTS1bJ


Summary: Prefers Robinhood over SoFi as a fintech investment.

@Ashton_1nvests Awesome thread, but I prefer $HOOD

The market still does not understand $SOFI.

That is exactly why I continue to buy and hold for the long term.

Most people still analyze SoFi like it is just an online lender. I think that is the biggest mistake you can make with this company.

SoFi is becoming a full financial https://t.co/YMNFzwuoN3


Summary: Bullish BTC: M2 at all-time highs while BTC is not, implying significant upside to come.

Bitcoin $BTC holders seeing the M2 Money Supply hit new all-time highs while Bitcoin is not even close to all-time highs realizing what this means… https://t.co/UOcsJWVwA1

JUST IN 🚨: U.S. M2 Money Supply jumps to a new all-time high of $22.7 Trillion 🤑📈 https://t.co/XwzLS4frft


I am so bullish long-term, on top of AWS, advertising, and their Prime Video subscription. I think e-commerce will spit cash out like there's no tomorrow one day

Summary: Long AMZN long-term: robotics-driven margin expansion, AWS, advertising, Prime Video, and e-commerce cash generation.

I’ve been saying it Amazon $AMZN is the best robotics play in the market. They now have the most revenue in the entire world and all of that revenue will be high-margin someday.

The cost of robots running your logistics network is far cheaper than humans (sad but true) and Amazon will pursue this future.

This is why I am so bullish long-term, on top of AWS, advertising, and their Prime Video subscription. I think e-commerce will spit cash out like there’s no tomorrow one day…

AMAZON CUTS JOBS IN ITS ROBOTICS DIVISION — INSIDER.


Initiated a tracker position into Meta $META. Will likely be accumulating Meta over time.

Summary: Initiated and plans to accumulate Meta long; exited Netflix position.

Initiated a tracker position into Meta $META. Sold Netflix $NFLX, it ran up before I could build a large enough position it was just a tracker position at the time.

Will likely be accumulating Meta over time. https://t.co/FJTaMKeS0w

---

Track my live portfolio for free on Blossom Social (download using this affiliate link, I may earn a commission at no extra cost to you): https://t.co/apWzvqgrK0


I question why I don't own any shares yet

Summary: Implied bullish on HOOD; author questions why they haven't bought shares yet.

Everytime Robinhood $HOOD does one of these events I question why I don’t own any shares yet.


Summary: Bullish Meta; sees good value despite markets being up significantly.

Markets are up a ton but it doesn’t mean there isn’t good value in them still IMO.

Meta $META, MOAR.

Not financial advice. https://t.co/RyTUKQvfEP

---

Track my live portfolio for free on Blossom Social (download using this affiliate link, I may earn a commission at no extra cost to you): https://t.co/apWzvqfTUs


Summary: NVDA projected to reach $1 trillion in cumulative revenue through 2027; strongly bullish revenue trajectory.

NVIDIA $NVDA SEES $1 TRILLION IN REVENUE THROUGH 2027 https://t.co/Q0FbpFMswT


Summary: Iran nuclear deal collapse signal implies oil gap up on Monday open.

*IRAN'S TOP NEGOTIATOR QALIBAF: NO AGREEMENT WILL BE ACCEPTED UNTIL THE NATION'S RIGHTS ARE SECURED*

The first candle we will all see bright and early Monday morning: https://t.co/7SMsMbZeTW


If I was investing in a company this is exactly how I would want and expect the CEO to react.

Summary: Approves of SoFi CEO's accountability stance; implicitly bullish on the stock going forward.

$SOFI

"Does it bother me the stock is down as much as it is year to date? Yeah, it f****** bothers me a ton. At the end of the day, we're being held to a high standard. I've accepted that responsibility and I'll work my butt off to make sure we deliver on it." https://t.co/653Brdvp1n


I want to buy more Microsoft $MSFT here. Sell off getting stupid imo.

Summary: Wants to buy more MSFT; views the sell-off as overdone.


Summary: Bullish NVDA to $235 on Jensen's China trip with Trump as a positive catalyst.

Nvidia $NVDA ripping to $235 the market is bullish Jensen going to China with President Trump and why shouldn’t they be??


Summary: ADBE could drop below $200 today, already near that level in pre-market.

Adobe $ADBE could move to sub $200/share today. Eerily close to that level in the pre-market now. https://t.co/t7WS8kMkpF


Summary: Buy MSFT on weakness and hold 5 years; decisive long stance on the dip.

Ngl when a company like this struggles massively you just have to shut up, swallow your ego, buy it, and then forget the password to your brokerage for the next 5 years.

JUST IN: Microsoft stock on pace for "worst month" in decades


Summary: Sarcastic Cramer-inverse joke: Cramer bearish on gold = actually bullish signal; implied long gold.

Peter Schiff watching Jim Cramer say he is NOT bullish on Gold https://t.co/3cj91lm6wW

Jim Cramer just said on CNBC that he is

"NOT bullish on Gold right now" https://t.co/poVwt1b7Cr


Semiconductor stocks can't possibly keep moving higher…

Summary: Sarcastic denial of further upside implies continued bullish lean on semiconductor stocks.

Semiconductor stocks can’t possibly keep moving higher…

Semiconductor stocks: https://t.co/s1LoJSd0qp


Meta $META stock is trading for damn near 15x forward earnings while growing revenues 33% YoY. 💀

Summary: META looks cheap at ~15x forward earnings with 33% YoY revenue growth; implied bullish on valuation.


Summary: Bullish on memory and semiconductor stocks; expects broad market buying.

Memory semiconductor basket: Micron, SK Hynix, Samsung

Everyone in the market going to buy memory and semiconductor stocks https://t.co/btvO5r2GvF


Summary: Long MSFT; author calls it one of his favorite names in the market right now.

On a day like this Microsoft $MSFT is only up 2%. Lmao.

Still one of my fav names in the entire market right now personally.


Meta $META is about to be trading at under 20x earnings growing revenues 33% btw…

Summary: Bullish META: implied undervaluation at <20x earnings with 33% revenue growth.


Summary: Buy and hold META and MSFT for 10 years to outperform.

One could just…

Buy $META
Buy $MSFT

Right now.

And just sit in on a beach for 10 years.

Come back and probably outperform everyone.

🏖


Intuit $INTU is cooked IMO. AI just makes it easier for everyone do taxes and hurts TurboTax's pricing power.

Summary: Bearish INTU: AI commoditizes tax prep, destroying TurboTax pricing power.

Intuit $INTU is cooked IMO.

Atleast TurboTax is.

AI just makes it easier for everyone do taxes and hurts TurboTax’s pricing power.

That simple.


Summary: Pelosi bought calls on both UBER and INTC; author implies bullish follow-through via the 'Nancy effect'.

Nancy Pelosi bought up to $1 million dollars of $UBER calls and up to $5 million dollars of $INTC calls.

Both stocks are green on the day.

Nancy effect? I'd say so.


Summary: Expects MU to revert back toward $1T valuation.

Micron $MU no longer a $1 TRILLION dollar company… for now.

Probably will revert tbh.


Summary: Expects oil spike and stock decline on Iran closing Strait of Hormuz, though warns of pre-market retreat.

So Iran closed the Strait of Hormuz, oil will spike, and stocks will fall.

This is what should happen.

Likely there will be some retreating before market open though. The war only actually happens on weekends. 😂


Summary: Bullish AMZN: AWS growth reaccelerating despite 5% dip today.

Amazon $AMZN stock is down nearly 5% today.

The most profitable segment of the business, AWS' growth is actually reaccelerating right now. https://t.co/k5rkyTk33Q


Summary: Bullish SPOT on strong and growing monthly active users trend.

Spotify $SPOT monthly active users chart looks beautiful, up and to the right.

People love to listen to music/podcasts on their platform and it shows. https://t.co/lexox5wEIK


Summary: Bearish NBIS; calls it bubble territory.

One of my family members who just got into investing just asked me what I think about NEBIUS $NBIS.

It is over people.

Bubble territory.


I own Microsoft $MSFT in my portfolio… EPS hitting new all-time highs > P/E hitting new decade lows Good set up?

Summary: Holds MSFT long; flags EPS at all-time highs and P/E at decade lows as a bullish setup.

Microsoft $MSFT

> EPS hitting new all-time highs
> P/E hitting new decade lows

Good set up? https://t.co/SnMa5Oxada

---

I own Microsoft $MSFT in my portfolio…

Track my live portfolio for free on Blossom Social (download using this affiliate link, I may earn a commission at no extra cost to you): https://t.co/apWzvqfTUs


Why are politicians buying the living shit out of ServiceNow $NOW stock?!?!

Summary: Bullish on ServiceNow, highlighting heavy politician buying as a compelling signal.

We found another stock ✍

Six politicians have been buying $NOW (ServiceNow) in 2026:

Byron Donalds: ~$30K
Tony Wied: ~$50K
Ro Khanna: ~$15K
Charles Fleischmann: ~$15K
Josh Gottheimer: ~$15K
Michael McCaul: ~$15K

And the fact that Khanna is buying makes it even more compelling https://t.co/so0fDJgl4S


Summary: MSFT valuation too low; stock is underpriced from here.

I don’t think Microsoft $MSFT valuation makes sense. I believe the stock is too low.

I could be wrong.

They do call it Microslop now.

Atleast the kids do.

---

PS they have underperformed the Nasdaq and S&P recently also the big X price chart is awesome!!!


Summary: Bullish MU: CEO's indefinite supply shortage comment cited as key driver of the stock's current surge.

Micron $MU CEO said this:

“We currently do not have line of sight as to when memory supply will be able to catch up with increasing demand.”

Probably the biggest reason the stock is flying right now.

MICRON $MU CEO ON MEMORY SUPPLY:

“DRAM and NAND industry demand continues to significantly exceed industry supply. We expect tight conditions to persist beyond calendar 2027.”

“We currently do not have line of sight as to when memory supply will be able to catch up with


Robinhood $HOOD is going to be the brokerage of the future. So much opportunity for this name. more yet to come in my opinion

Summary: Long HOOD as the brokerage of the future with more upside ahead after a strong YTD recovery.

Robinhood $HOOD is going to be the brokerage of the future.

It went from being down nearly 50% YTD to now being down less than 10% YTD.

What a recovery and more yet to come in my opinion.

So much opportunity for this name.


Summary: Bullish MELI: director bought $1M of shares under $1,660; insider buying cited as bullish signal.

A MercadoLibre $MELI director just bought $1 million worth of shares in the company at under $1,660 per share…

You know what they say.

Insiders can sell for many reasons but they only buy for one. https://t.co/HCYxuJ3v1r


Summary: Long AMZN to $300 on AWS acceleration, robotics, ads/e-commerce growth, and new verticals.

Amazon $AMZN will be a $300 stock sooner or later IMO.

It is inevitable at this point.

AWS accelerating.

Robotics story.

Ads and e-commerce growing.

Expanding into new verticals.

It will happen I think.

🤷♂


CEO OF NVIDIA $NVDA JENSEN HUANG WAS ASKED IF NVIDIA IS A BUY AND HE SAID "YES." ARE YOU NOT GOING TO LISTEN AGAIN?

Summary: Author relays Jensen Huang's own Buy endorsement of NVDA and urges readers to act on it.

CEO OF NVIDIA $NVDA JENSEN HUANG WAS ASKED IF NVIDIA IS A BUY AND HE SAID “YES.”

ARE YOU NOT GOING TO LISTEN AGAIN?


Summary: Sarcastic on SNDK at RSI>99; implies extreme overbought will not end well — bearish.

SanDisk $SNDK hits a RSI of over 99 and is the most overbought stock in stock market history…

Surely this ends well.


Summary: Bullish DUOL: a profitable, growing company down 80% implies deep undervaluation.

Probably the first profitable & growing company I have seen down 80% in just a year…

Red bird. 🐦

$DUOL https://t.co/uAigeTWoio


Summary: Bullish ORCL: cloud backlog of $553B exceeds current $530B market cap, implying undervaluation.

FUN FACT: Oracle's $ORCL cloud backlog is larger than their market cap right now...

Backlog: $553B
Market Cap: $530B https://t.co/Jd6TozoNfm


Summary: Endorses Ackman's MSFT 'core holding / compelling value' call; views AMZN and META as safer long alternatives.

So Bill Ackman likes Microsoft $MSFT now?  Called it a “core holding” that offers “compelling value.”

I side with Bill here.

Although I think Microsoft is a bit more unsafe than a name like Amazon $AMZN or Meta $META.

Not financial advice.


Summary: Bearish CELH: author no longer likes the name due to too much competition.

Celsius $CELH the energy drink company was down 7.5%+ today because the Texas AG is investigating their marketing practices…

BTFD???

Honestly do not like this name anymore though. Too much competition.


Summary: Bullish INTU: revenue tripled, EPS doubled, customers 10x — yet trades at the same price as six years ago, implying significant undervaluation.

Intuit $INTU around six years ago:
- $7.7B annual revenue
- $6.92 annual EPS
- 10M+ small business/QuickBooks customers
- TurboTax processing tens of millions of returns

Intuit $INTU today:
- $20B annual revenue
- $13.67 annual EPS
- 100M customers worldwide across TurboTax, QuickBooks, Credit Karma, Mailchimp

Same share price & a very different business now.


Summary: Expects META to outperform; sentiment/fundamentals gap seen as bullish setup.

@Ashton_1nvests in my opinion, right now? $META here I think it outperforms, could be wrong

What company has the biggest gap between sentiment and fundamentals?


This is expected to continue going up btw.

Summary: Bullish on semiconductor stocks continuing to grow their S&P 500 weighting / outperform.

BREAKING: Semiconductor stocks now represent 18% of the S&P 500


If this company doesn't wither away and die this is like the greatest buying opportunity ever

Summary: Bullish ADBE at 7x forward earnings; author implies this is a historic buying opportunity.

Adobe $ADBE is trading at 7x forward earnings. If this company doesn’t wither away and die this is like the greatest buying opportunity ever…

Thoughts? Anyone? Just a whisper?


Summary: Strait of Hormuz closure seen as permanent, implying sustained oil supply disruption and higher crude prices.

BREAKING:

Iran closes the Strait of Hormuz. https://t.co/LvfHo24RCT


Meta $META is growing revenues at a 33% CAGR while trading at a 21 P/E ratio. Also a founder-led business. Probably nothing.

Summary: Bullish META: 33% revenue CAGR at only 21x P/E, founder-led — undervalued on a growth-adjusted basis.


Summary: Bullish GOOGL; calls it a generational run on Gemini AI agent product momentum.

Google $GOOGL is on a generational run right now. https://t.co/GXkwBRTFfl

Introducing Gemini Spark ✨

It’s your 24/7 personal AI agent that helps you navigate your digital life, taking action on your behalf, and under your direction.

🧠 It runs on Gemini 3.5 and is built on @Antigravity, so it can perform long-running tasks easily in the background. https://t.co/NX9CCMBGPT


Summary: Bullish HOOD: continues to innovate with agentic AI trading and credit card; market undervaluation won't last.

Robinhood $HOOD launches agentic AI trading, credit card spending, etc.

This is a massive move.

$HOOD continues to get beat up by Mr. Market but they continue to innovate. Something will change.


Summary: Bearish on SPCX; expects it to fall to/below $135 IPO price, framing the move as a rug pull dumping on retail.

We may see SpaceX $SPCX sub $135/share tomorrow which is the price it IPO’d at.

We are seeing it under $150 in the overnight markets.

Really feels like a rug pull using retail as exit liquidity.


Summary: Author personally bullish on both META and MSFT as current buys despite recent underperformance.

@Mr_Derivatives Two of my fav buys rn personally

$META stock has gone nowhere in the last 2 years.

$MSFT stock has gone nowhere in the last 3 years.

Both missing out on one the largest bull markets ever.

At some point...


Summary: Bullish GOOGL on exponentially growing Cloud backlog; Cloud called the best segment of the empire.

Google's $GOOGL Cloud Backlog is growing exponentially. It nearly doubled in the most recent quarter and is expected to continue growing at a brisk pace...

Maybe the best segment of the Google empire. https://t.co/QBO2eC0Hf3


Summary: META expected to dip back into the $500s imminently.

Meta $META is about to dip back into the $500s. WOW.

Insanity.


Summary: Author interprets Trump praising Eli Lilly as a buy signal; bullish LLY.

He just did it again.

He is telling you what to buy. https://t.co/ol6URdv5xl

Trump calls Eli Lilly $LLY a “great drug company.” https://t.co/l2VNYyEOTi


Summary: Bullish NFLX; dismisses the sell-off as unwarranted given strong subscriber growth trajectory.

This is what Netflix $NFLX total subscribers over time looks like btw...

But yeah, continue to sell-off the stock. https://t.co/I6oxDl62HY


Summary: Bullish HOOD on apparent selection as platform for Trump Accounts announced by White House.

TOMORROW: Trump Accounts, on your phone. 💰

Manage everything. Watch the growth. All in ONE place. https://t.co/xkdCuNqm2y


Summary: Buy META despite market reaction to AI buildout capex raise; hold without watching.

Meta $META raising more cash for the AI buildout and the market absolutely hates it.

This is one you buy and do not look at.

I could be wrong.

I have been wrong many times b4.


I think Apple has a good degree or pricing power, I'd say people still buy

Summary: Bullish AAPL; pricing power intact, demand holds despite price increases.

@ecommerceshares I think Apple has a good degree or pricing power, I’d say people still buy

I can’t stop thinking about these crazy $AAPL price increases.

We’ve never seen anything like this in consumer electronics, ever. It’s not new products, just current or even very old products.

On top of it, iPhone 18 looking at a $200+ bump.

How this will play out for demand? https://t.co/6jKZ5qUgbU


Summary: META is the cheapest of the Magnificent 7 right now; implied bullish relative value.

In my opinion the cheapest MAGGY 7 right now is $META.

I said what I said.

Not financial advice.


Summary: Shares Jensen Huang's endorsement of Meta's AI execution, implying CapEx concerns are overblown and bullish on META.

Everyone is concerned about Meta $META getting good returns on their CapEx spend and what they will do with AI…

Jensen Huang: “Nobody uses AI better than Meta.” https://t.co/U2HqRBHggr


Summary: Sarcastic reaction to Cramer calling BTC and gold 'bad money'; implied bullish on both via inverse-Cramer logic.

BITCOIN AND GOLD LONGS https://t.co/hKdMObW5QH

JUST IN: Jim Cramer says Bitcoin and gold are "bad money" being liquidated for SpaceX's IPO. https://t.co/88JNv1aVZA


Oil market acting like an Iran deal is in place when there is not any current deal in place it could easily fall through. Dangerous place to be.

Summary: Oil is mispricing Iran deal risk; no deal in place yet and it could fall through — dangerous downside if priced-in optimism unwinds.


Summary: Bullish OSCR on $12M insider buy; author implies insider purchases signal only one thing — the stock goes up.

Oscar $OSCR CEO with a massive $12 million dollar insider buy today.

Insiders sell for many reasons but they only buy for one. 🤷♂

Hmmm.


Summary: Long-term bearish on MU: more downside than upside from here.

Micron $MU is likely going to trade at $1,200+/share tomorrow.

Hate to say it but at this point there is probably more downside than upside, long-term.


Summary: Bullish HOOD as biggest beneficiary of generational wealth transfer; asks if it's a buy-the-dip after ~50% YTD decline.

Robinhood $HOOD down nearly 50% YTD and the great wealth transfer is still coming/already here.

Robinhood still stands to be like the biggest beneficiary from this transfer via Boomers to Gen Z & Gen Alpha.

BTFD??


Summary: Bullish MA; author sees it as cheap with no justification for the market's discount.

Wait what?!?!? Mastercard $MA is cheap!!!! Market discounting it for literally no reason. 😭

Mr. Market has lost its damn mind.


Summary: Bullish Google on surging AI demand, 3.2 quadrillion monthly tokens processed across product suite.

Monthly tokens processed are now 3.2 QUADRILLION for AI across Google’s product suite.

I have no idea how many zeros are in that number but I can tell you one thing…

AI demand is off the charts. https://t.co/CAyI8pDvsH


Summary: Actively buying META in the low $600s; views it as an obvious opportunity the market is mispricing.

Meta $META still being in the low $600s is quite insane to me. One of the few stocks that I am still buying.

Leaning into index fund/etf investing more and more but this one seems obvious.

When the market gives you a pitch down the middle you swing? So I am swinging.

NFA of course.

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Summary: Expects SpaceX to pop immediately after IPO despite viewing valuation as ridiculous.

Although I think the valuation is ridiculous, I do believe that SpaceX $SPCX will rise immediately after it IPOs.


Summary: Endorses parent's bullish META thesis; 18x forward PE with leading open-source AI and obvious social media compute use case is an obvious long.

@BoringBiz_ You are not missing anything, it’s dumb

Meta trades at a 18x forward PE multiple while owning a leading open source model and probably having the most obvious use case for compute in their social media algorithms

Sometimes the market just throws the most obvious trades at you. Someone tell me what I am missing.


Summary: Endorses bullish insider signal: CEO buying SOFI shares open market is a forward bullish indicator.

You know what they say…

Insiders can sell for many reasons but they only buy for one.

Follow the CEO??

SoFi $SOFI CEO Anthony Noto purchased another $250,000 worth of SoFi shares on the open market. https://t.co/cKZpDjMxxS


Summary: AMZN attempting to break above $300.

Amazon $AMZN trying to break $300 https://t.co/AlZqNv42UU


Summary: Holds META long; 20x earnings, 33% YoY sales growth, EPS at ATH despite CapEx concerns.

Meta $META right now:

- 20x earnings multiple
- Growing sales at 33% YoY
- EPS at all-time highs (minus a one-time tax hit last quarter)

Market is concerned about Zuck going wild with CapEx and the returns that will potentially yield. https://t.co/05wchEe4UT

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I own Meta in my portfolio…

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An underrated aspect of $META I will consistently highlight. Their ability to spawn new apps into their ecosystem. Instants is another one. Before that it was Threads. Highly effective.

Summary: Bullish META: consistently highlights its underrated ability to spawn successful new apps within its ecosystem.

An underrated aspect of $META I will consistently highlight.

There ability to spawn new apps into their ecosystem.

Instants is another one.

Before that it was Threads.

Highly effective.

Instants was released by Instagram four days ago and has already hit #1 on the US App Store. https://t.co/a6BPKOCe5I


Summary: SoFi CEO ultra bullish on SOFI at $15, 2x tangible book, expects tangible book growth and multiple expansion; considering buying LEAPs.

SoFI $SOFI CEO Anthony Noto was looking at buying LEAPs on his own stock just last week. 👀

Noto: “And when I buy our stock, it's because I think it's of great value, and I want the world to know how confident I am. And I'm not focused on the next quarter or the next six months or the next year and getting a return. I know that at $15, it's trading at two times tangible book. I'm pretty confident our tangible book is going to continue to grow, and even if the multiple doesn't change, which I think it will, it'll have a great appreciation from here.

Um, I've never bought with LEAPS, but yesterday I was on ChatGPT and started looking at LEAPS.”

Noto is ultra bullish. 🤯


I don't understand how the cheapest MAGGY 7 names are getting cheaper… $META

Summary: Bullish META and MSFT as the cheapest Mag-7 names, expressing disbelief they keep falling.

I don’t understand how the cheapest MAGGY 7 names are getting cheaper…

$META
$MSFT

Hello?!?!?


I don't understand how the cheapest MAGGY 7 names are getting cheaper… $MSFT


Summary: Long oil and short equities on Strait of Hormuz closure; expects red futures.

Oil is going back up when the market opens because The Strait of Hormuz is closed…

This will push equities down.

Futures are very likely to be red.


Summary: Bearish INTU as an early victim of AI disruption driving slowing growth and workforce cuts.

Are we starting to see AI ACTUALLY disrupt certain software companies…

Intuit $INTU making cuts to their workforce due to slowing growth.

We are starting to see victims from AI disruption I would say. 🤷♂

This is a big example. https://t.co/HX6VWvUa1E


Summary: Holds AMZN, GOOGL, META as top 3 positions; calls them phenomenal businesses.

There aren’t many businesses as phenomenal as names like…

$AMZN
$GOOGL
$META

That’s why these are my top 3 holdings. Not financial advice.


Summary: GTA 6 pre-orders starting June 25; expects TTWO to be surging on the news.

industry='Electronic Gaming & Multimedia'

GTA 6 IS COMING OUT. PRE-ORDERS START ON JUNE 25TH. I WOULD ASSUME TAKE TWO $TTWO STOCK IS ROARING RN.

WHO IS BUYING? https://t.co/sFH7QItZbX


Summary: Bullish on equities Monday on Iran deal / Strait of Hormuz reopening news.

MONDAYS GOD CANDLE IS COMING https://t.co/uwvcfhJnfg

BREAKING: President Trump says a deal with Iran is scheduled to be signed tomorrow, immediately reopening the Strait of Hormuz. https://t.co/WD6WipwMZp


Summary: Bullish S&P 500; multiple compressing on earnings growth, bears wrong, stocks only go up.

The bears are in shambles because the multiple on the S&P 500 $SPY is actually compressing due to increased earnings growth.

Stocks only go up. https://t.co/kMsjb2fOah


Summary: MU about to hit fresh all-time highs in after-hours.

Micron $MU is about to hit fresh all-time highs in after-hours trading.

WOW.


Summary: Offhand but genuine bullish lean on NVDA at current levels.

Nvidia $NVDA only up 1% today in this raging bull market LMAO. 🤣

That being said I like the name here.

But I am dumb. So please do not listen to me.


Summary: Bullish on US market tomorrow on Micron earnings beat; Micron compared to Nvidia as a long-term leader.

I think the stock market will be GREEN tomorrow because of Micron $MU earnings today. Micron is the new Nvidia $NVDA.


Summary: Holds HOOD and expects it to outperform over the longer run.

Robinhood $HOOD shares up nearly 10% today god damn…

This is a name I have been buying too. As you can tell I think they outperform longer run time frame. I could be wrong but damn this hurts seeing them rip so much I wanted more.😢 https://t.co/LyIsXwFvzV


Summary: Author endorses bullish BTC thesis, expecting price to rise.

Realizing why Bitcoin $BTC will rise… https://t.co/5aLTDvvVcO

BREAKING: Our traders forecast Bitcoin to reach a high of $99,000 this year https://t.co/TxbnGXzVVB


Summary: Sarcastically counters Cramer's bearish GME view; implies a bullish squeeze/candle incoming.

GameStop $GME GOD candle is loading… https://t.co/2Xfore6sZh

Jim Cramer has said: GameStop, $GME, isn't as hot as it thinks.


Summary: Both RDDT and SHOP seen as high-quality businesses at reasonable valuations; soft bullish lean.

Reddit $RDDT and Shopify $SHOP up significantly after announcing a partnership.

Both these names seem to be high quality businesses at reasonable valuations I would say.

But what do I know.


Summary: Holds GOOGL; cites massive multi-billion-user product scale as the rationale.

We now have 13 products with over a billion users…

And five products with more than 3 billion users each.

#GoogleIO https://t.co/ADNZbCJvSX


Summary: Oil heading to $95/bbl, which puts downward pressure on equities.

Oil wants $95/barrel.

Putting pressure on equities. https://t.co/vGFp0FpU5u


Summary: Frames Nasdaq 100's worst day of 2026 as a buying opportunity; implied bullish dip-buy.

On track for the worst day for the Nasdaq 100 $QQQ in all of 2026. 🤯

Good news for those wanting to buy low.


One of the only stocks I'm continually buying right now is $META

Summary: Actively and continuously buying META; one of the only stocks the author is purchasing right now.

One of the only stocks I’m continually buying right now is $META.

Not financial advice. https://t.co/FI0gYptgAU


Summary: Opened a starter long position in MSFT today.

Initiated a starter position into Microsoft $MSFT today…

Or should I say Microslop. https://t.co/by3s8s2MNU

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Summary: MSFT undervalued due to AI disruption fears; semis are the market's preferred AI play, drawing capital from software.

$MSFT getting no love from the market. Like every other software name they fear disruption.

The market hates uncertainty and AI creates a ton of it minus the thing that powers it.

It’s why semis are rallying so much and sucking the rest of the market dead dry IMO.


The market still doesn't love Meta $META. I am not complaining.

Summary: Implicitly bullish META; author is content holding while the market underappreciates it.

The market still doesn’t love Meta $META.

I am not complaining.


Summary: Implies IBM will rise as retail investors pile in following news of government purchases.

How fast mfs are gonna go to buy $IBM shares after realizing the government bought some just last week https://t.co/QWB8OFL6Cj

Donald Trump on IBM $IBM: “I am sure it’s gonna go up a lot.”

HE DID IT AGAIN. https://t.co/ML2izcB54K


Summary: Bullish on SOFI based on CEO's repeated $250K open-market share purchases; author endorses the insider buying signal.

Anthony Noto the $SOFI CEO just purchased another $250K tranche of SoFi shares.

$250K purchase after $250K purchase for this guy.

He is a believer in his company.

I love it. https://t.co/shFlliJjsu


Summary: NOW is rising; bullish directional claim.

THE TIME IS $NOW

WHAT IS GOING ON RIGHT $NOW

$NOW IS RISING $NOW https://t.co/zdgxPLP0XF


Summary: Expects strong MU earnings + guidance raise; memory/semis trend continues, though run-up into print is a caution flag.

Not many impactful earnings this week just one, Micron $MU on Wednesday.

Probably going to be strong earnings with a guidance raise and the music for memory/semis will keep playing.

The stock seems to be running up into earnings which can be a dangerous set up.

Memory keeps rising, for now.


Memory sector basket: Micron, SK Hynix, Samsung


Summary: Buying SCHG, META, MELI, HOOD; planning to exit UNH above $400 on excessive regulatory risk at current valuation.

Portfolio Update: May 18th 2026

This is my last portfolio update on X. From now on if you want a portfolio update it is live and on Blossom you can use my affiliate link which gives me a little bit of a kickback to view it.

All the activity I did over the past 3-4 weeks was buying more $SCHG $META and starting positions in $MELI & $HOOD. Still leaning more into index investing and thinking about exiting $UNH soon ideally over $400.

Regulatory risk seems to be too excessive to hold at that valuation IMO. Initially made a mistake on that one and $NKE if you know you know. Still up significantly on Google Amazon and sold $OSCR at a big gain to fund some of these buys.

Last X portfolio update! Full transparency is maintained my portfolio will always be visible on Blossom.

Love you guys!

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thinking about exiting $UNH soon ideally over $400. Regulatory risk seems to be too excessive to hold at that valuation


Summary: Adding more MSFT to live portfolio.

Moar Microsoft $MSFT https://t.co/MmBTecF3YM

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Summary: Bullish TSLA long-term on potential Tesla/SpaceX merger synergies; could become world's largest company.

If this happens there is a real possibility this becomes the largest company in the world.

Many synergies to unlock between these two companies led by the most innovative CEO we have ever seen in our lifetime.

Bullish for sure.

Long-term.

I would love to see this it would be absolutely awesome.

JUST IN: 70% chance Tesla and SpaceX merge within the next year


Summary: Sarcastic reaction to Cramer's $70 oil thesis; implies oil will spike, not fall.

Oh no… Oil is about to spike https://t.co/Hnao739cer

So far my $70 thesis for oil is playing out.  Pump will come down fast. The fed heads who predict increases need to get better data.


Summary: Advises against chasing DELL; implicit bearish/avoid stance on buying here.

Do not FOMO into $DELL ladies and gents I repeat do NOT FOMO into Dell FOMO is a losing game…

Most of the time.

Don’t do it.


Summary: Added to MSFT position despite negative sentiment.

Today I bought more of the stock everyone hates rn…

$MSFT https://t.co/FXNjw7MUWO

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Summary: Capital rotating out of BTC into SpaceX IPO; implied bearish on Bitcoin.

Exit liquidity leaving from Bitcoin $BTC to the SpaceX $SPCX IPO https://t.co/8kUbuFir3G


Summary: Bullish SOFI on CEO insider buying during weakness signaling aligned incentives.

$SOFI CEO Anthony Noto just bought more shares.

Everytime we see some significant weakness in this stock the CEO steps in and buys.

Incentives. Aligned. ✅


These both probably outperform in the next decade from today's prices

Summary: Both MSFT and META likely outperform over the next decade from current prices despite being unloved.

Crazy how unloved Microsoft $MSFT and Meta $META are by the market.

These both probably outperform in the next decade from today’s prices.

My opinion. Take it or leave it.


Summary: Author endorses Cramer's bullish read on Gemini user growth as a positive for Alphabet shareholders.

Google $GOOGL shareholders seeing this https://t.co/qBL4TqkfrA

Gemini with 900 million active users. Up from 750m in December. Robust. Good for Alphabet


Summary: Bullish AVGO as an AI bottleneck play at current valuation.

Among the AI “bottlenecks” I find Broadcom $AVGO to actually seem like good value over here.

I hate the frickin word bottlenecks though it’s overused but it applies in some cases.

Broadcom is one I like though for what it is worth.


Summary: Bullish RDDT: AI training data licensing will become a recurring revenue stream as models need Reddit's data.

Reddit $RDDT is having itself a day. People are realizing that their data is essential to training like basically every AI model. They will probably have to pay Reddit for this in the future.


Summary: Bullish Google: AI-powered search experiences will drive more ad revenue.

"Google Search as you know it is over," per TechCrunch

"Instead of returning a simple list of links, Google Search will drop users into AI-powered interactive experiences at times."