US_stock hotspots
الذهاب إلى القناة على Telegram
Daily irregular updates on US stock hotspots, analysis, commentary, and rumors. For entertainment purposes only — trade at your own risk contact @leexiaolung
إظهار المزيدلم يتم تحديد البلدالفئة غير محددة
8 410
المشتركون
-8424 ساعات
-6267 أيام
+73230 أيام
أرشيف المشاركات
8 443
X Sector Sentiment Tracker
Top 11 sectors on X today
Sector Buzz Trend Mentions Top Tickers ───────────────────────────────────────────────────────────── 1. Information Technolo 85.2 ➡️ 464 NVDA, MU, AMD, IREN, NET 2. Financials 80.9 ➡️ 140 PYPL, CYPH, HOOD, SOFI, CIFR 3. Communication Servic 80.0 ➡️ 128 META, NBIS, GOOGL, NFLX, ASTS 4. Consumer Discretiona 79.5 📉 118 TSLA, GME, AMZN, MCD, NKE 5. Industrials 78.8 📉 91 RKLB, SPCX, IONQ, GRAB, APLD 6. Health Care 69.2 📈 43 MRNA, NWBO, GRAL, PURR, VKTX 7. Materials 66.7 ➡️ 23 SIVE, GOLD, MP, AMR, ATLX 8. Consumer Staples 66.1 📈 22 COST, WMT, KO, CELH, HIMS 9. Real Estate 60.0 📉 15 O, OPEN, AEC, ALEX, CSR 10. Energy 51.7 ➡️ 6 BP, GEV, GLND, TOPS 11. Utilities 27.4 📉 2 ENA📡 Pushed by @xfinancbot
8 443
US-Stock Sentiment Tracker
Top 39 most mentioned stocks on Reddit today
Ticker Buzz Trend refer Sent. ────────────────────────────────────────────── 1. META 37.9 📈 4 🐂50%🐻50% 2. VT 34.0 📈 1 🐂100%🐻0% 3. SCHB 34.0 📈 1 🐂100%🐻0% 4. PEW 30.9 📈 1 🐂100%🐻0% 5. NKE 28.3 📈 8 🐂0%🐻12% 6. PEP 28.0 📈 1 🐂100%🐻0% 7. JOET 27.3 📈 2 🐂50%🐻0% 8. MU 27.0 📈 3 🐂0%🐻67% 9. O 26.6 📈 1 🐂100%🐻0% 10. INTC 26.1 📈 3 🐂0%🐻67% 11. GOOGL 25.8 📈 2 🐂50%🐻0% 12. GME 25.0 📈 4 🐂25%🐻0% 13. VOO 23.8 📈 1 🐂100%🐻0% 14. VTI 23.8 📈 1 🐂100%🐻0% 15. VXUS 23.8 📈 1 🐂100%🐻0% 16. 1810 22.7 📈 1 🐂0%🐻0% 17. 3808 22.7 📈 1 🐂0%🐻0% 18. CRMD 22.7 📈 1 🐂0%🐻0% 19. VST 22.7 📈 1 🐂0%🐻0% 20. COST 21.9 📈 1 🐂0%🐻0% 21. ROP 21.8 📈 1 🐂0%🐻0% 22. AMD 21.0 📈 1 🐂100%🐻0% 23. F 20.6 📈 1 🐂0%🐻0% 24. ZNQ 20.2 📈 1 🐂0%🐻0% 25. GEQT 20.2 📈 1 🐂0%🐻0% 26. XEC 20.2 📈 1 🐂0%🐻0% 27. SBUX 17.9 📈 1 🐂0%🐻0% 28. IONQ 17.4 📈 3 🐂33%🐻67% 29. NESN 17.1 📈 1 🐂0%🐻100% 30. ADS 16.8 📈 1 🐂0%🐻100% 31. RSG 13.4 📈 2 🐂0%🐻50% 32. SPTY 12.6 📈 1 🐂0%🐻0% 33. JAGX 12.6 📈 1 🐂0%🐻0% 34. RKLB 12.6 📈 1 🐂0%🐻0% 35. FARM 12.6 📈 1 🐂0%🐻0% 36. SNAP 12.6 📈 1 🐂0%🐻0% 37. PYPL 12.6 📈 1 🐂0%🐻0% 38. VOW 11.8 📈 1 🐂0%🐻100% 39. PPHC 2.5 📈 1 🐂0%🐻100%📡 Pushed by @xfinancbot
8 443
【T***】·Tue Sep 22 16:38:13 +0000 2026
$ASTS testing the 50 Day MA today, a breakout here and the 200 Day MA is next at $82
Excellent bullish looking chart here, showing Wave 2 complete and Wave 3 is next
IYKYK
【The message was pushed by @xfinancbot】
8 443
【O***】·Tue Sep 22 21:56:26 +0000 2026
Copper demand is exploding.
Bloomberg expects copper demand to grow 40% by 2050.
Energy transition, AI buildout and robots will be the main drivers of demand.
No new supply coming over the next decade.
Copper shortage is here.
【The message was pushed by @xfinancbot】
8 443
【O***】·Tue Sep 22 20:31:25 +0000 2026
Is copper really this obvious?
Futures already hit all time high.
Meanwhile, S&P Global says supply will decline by 7% between 2025 and 2040 while the demand will grow by 50% in the same period.
Copper super-cycle is coming.
【The message was pushed by @xfinancbot】
8 443
【O***】·Mon Sep 21 11:01:51 +0000 2026
Stanley Druckenmiller: “We own copper. There is no new supply coming over the next 8 years, and we have a big add-on from the data center buildout.”
Copper is up 50% over the past year.
And we haven’t seen the peak shortage.
【The message was pushed by @xfinancbot】
https://video.twimg.com/amplify_video/2101990243708678145/vid/avc1/1170x650/UrcXMAhyNUgzIizo.mp4?tag=29
8 443
【O***】·Tue Sep 22 10:28:53 +0000 2026
AI will completely change advertising, and $META will be the biggest winner.
Two reasons:
McKinsey predicts 80% of advertisers are planning to purchase AI ad formats over the next 12 months.
If AI agents will do transactions, there is nowhere better to publish ads.
This means the winner in the personal AI assistant market will have a huge advertising opportunity.
Nobody is better positioned than $META to win this market, as it already owns consumer distribution with over 3 billion daily active users.
Second, those ad budgets flowing to AI interfaces won’t emerge out of thin air. They’ll be dollars reallocated from other channels, mainly search.
Thus, $META won’t just keep its own ad allocation in social, but will also take the lion’s share of ad dollars reallocated from other sources to AI interfaces.
Crypto channel 👉 @cryptodata66
8 443
【O***】·Mon Sep 21 19:27:36 +0000 2026
Every three years people bet against Zuck.
Every three years people learn they should never bet against Zuck.
$META
8 443
【W***】·Mon Sep 21 16:31:58 +0000 2026
$TE
Continues to accumulate in the buy zone
This is where you build a position, not sell
Wave 3 target is still $17
+300% upside
nfa
8 443
【T***】·Mon Sep 21 13:59:45 +0000 2026
$AMD
Retail and gamblers are going to chase this now
Smart money is going to use them as exit liquidity
Same thing has happened with $DELL
Parabolic moves in Wave 5 indicate the top is approaching
Don't be an idiot now
【The message was pushed by @xfinancbot】
8 443
【C***】·Sun Sep 20 14:30:00 +0000 2026
$SPCX back above its IPO zone around $150.
This level has mattered basically since the stock started trading. It acted as support multiple times early on, then turned into resistance during the August recovery.
Now price has finally pushed back above it.
We already got a small test of the zone from above, but I’d actually like to see another retest next week.
Hold $150 and start bouncing from it again, and I’d be looking for continuation toward the $160 area.
Lose the IPO zone again and the breakout becomes a lot less interesting, with $130 still sitting underneath as the next major support.
For now, $150 is the entire setup.
中文版看这 👉 @xfinance001
8 443
【C***】·Sun Sep 20 13:26:05 +0000 2026
Really like the zone here on $RKLB.
Zooming in, these are the levels I’m watching right now:
-> $62 is the key support. Price has repeatedly found buyers around this area over the past few weeks.
-> $68 is the first level bulls need to reclaim. We just tested it again and got rejected.
That leaves $RKLB trading in a pretty clean $62-$68 range for me.
Hold $62 and I’m watching for another attack on $68.
Lose $62 and his deeper $57-$60 zone becomes very interesting.
For now, I’m letting the levels do the talking.
Crypto channel 👉 @cryptodata66
8 443
【W***】·Sun Sep 20 20:16:25 +0000 2026
$SOFI
Back to the 0.618 fib in this consolidation
The longer the accumulation the larger the rally
【The message was pushed by @xfinancbot】
8 443
【W***】·Sat Sep 19 18:34:52 +0000 2026
半导体板块真正值得看的,不只是股价涨了多少,而是市场正在用多少倍2027年盈利给它们定价。
最有意思的是:$NVDA 只有14倍,而 $INTC 高达53倍;与此同时,存储龙头 $MU 只有6倍、$SNDK 7倍、$SKHY 甚至只有4倍。
如果这些盈利预测最终能够兑现,现在整个AI硬件产业链的估值差异已经非常巨大。
2027 Forward P/E:
超高估值
$INTC — 53x
$ALAB — 47x
$ANET — 39x
高估值
$AMD — 36x
$MRVL — 36x
$ASML — 28x
$KLAC — 26x
$LRCX — 25x
$AMAT — 24x
中等估值
$COHR — 23x
$LITE — 23x
$AAOI — 23x
$TSM — 20x
$CRDO — 18x
$AVGO — 18x
低估值
$ON — 15x
$NVDA — 14x
存储板块则完全是另一个世界:
$SNDK — 7x
$MU — 6x
$SKHY — 4x
这里最值得思考的不是“最低P/E就一定最好”,而是市场究竟在为什么付溢价。
$INTC、$ALAB、$ANET 的高倍数,本质上反映市场正在提前定价未来增长;而 $NVDA、$AVGO、$TSM 已经拥有庞大的盈利规模,因此即使市值很高,按2027年盈利计算,估值反而没有想象中昂贵。
真正极端的是存储。
如果AI训练和推理继续推动HBM、DRAM与NAND需求,而存储行业的盈利周期没有在2027年前大幅反转,那么:
$MU 6x
$SNDK 7x
$SKHY 4x
这样的估值会变得非常值得关注。
所以接下来半导体交易最重要的问题可能已经从:
“谁是AI赢家?”
变成:
“谁的AI增长,还没有完全反映在2027年的估值里?”
未来最大的超额收益,往往不是来自找到最热门的股票,而是找到盈利增长速度高于市场当前定价速度的公司。
中文版看这 👉 @xfinance001
8 443
【T***】·Mon Sep 21 12:19:04 +0000 2026
$BABA
Revenue:
2014: $12 Billion
2026: $145 Billion
Share Price:
2014: $110
2026: $112
Revenue has increased by +1200% but the share price has now pulled back to this level again
You are buying 12 years ago right now.
$BABA share price target is $582 in 3 years.
中文版看这 👉 @xfinance001
8 443
【T***】·Mon Sep 21 12:09:13 +0000 2026
SILVERs cycle has started from the GFC low in 2009
The cycle is not complete
Wave 3 completed in Jan '25
Wave 4 completed this summer
Wave 5 is underway
PT $150+
Bookmark.
8 443
【C***】·2026年9月19日 周六 12:22:43 +0000
2. $LAES $2.24 – 抗量子安全芯片
3. $TE $4.17 – 唯一美国本土拥有的太阳能电池制造厂
4. $KEEL $4.01 – 比特币矿企转型为 AI 电力房东
5. $SATL $5.11 – 拥有卫星,国防需求爆发
6. $ONDS $7.39 – 反无人机防御
7. $ACHR $5.26 – 收购了波音无人机部门
8. $SMR $8.27 – 唯一获 NRC 批准的小型模块化反应堆,AI 需要基荷电力
9. $GILT $9.82 – 为每个星座提供地面终端
10. $SPIR $11.40 – NOAA 正在将气象数据私有化 11.
11. $GLXY $24.69 – 加密货币为吉瓦级 AI 数据中心提供资金
12. $BKSY $21.67 – 第三代卫星已上线
13. $AEVA $14.80 – 激光雷达转向 AI 共封装光学
收藏这条。你正在关注哪一个?
股票频道 👉 @xfinancen
8 443
【C***】·Sat Sep 19 12:22:43 +0000 2026
2. $LAES $2.24 – Post-quantum security chips
3. $TE $4.17 – Only US-owned solar cell fab
4. $KEEL $4.01 – Bitcoin miner turning AI power landlord
5. $SATL $5.11 – Owns the satellites, defense demand exploding
6. $ONDS $7.39 – Counter-drone defense
7. $ACHR $5.26 – Bought Boeing’s drone unit
8. $SMR $8.27 – Only NRC-approved SMR, AI needs baseload
9. $GILT $9.82 – Ground terminals for every constellation
10. $SPIR $11.40 – NOAA privatizing weather data 11.
11. $GLXY $24.69 – Crypto funding gigawatt AI data center
12. $BKSY $21.67 – Gen 3 satellites live
13. $AEVA $14.80 – Lidar pivoting to AI co-packaged optics
Bookmark this. Which one are you watching?
Stock channel 👉 @xfinancen
8 443
【C***】·Sat Sep 19 12:21:40 +0000 2026
1 year ago $BE was $20 → ripped 1800% to $351. Here are 13 stocks still under $20 with the exact same AI setup:
1. $POET $7.80 – Optical interposers for AI data centers
【The message was pushed by @xfinancbot】
https://video.twimg.com/amplify_video/2101285493103321088/vid/avc1/1290x692/apffiksoyx3OjJ_g.mp4?tag=29
8 443
【T***】·Sat Sep 19 18:17:09 +0000 2026
In March 2024 we knew that the gold silver ratio was elevated relative to historical norms, when gold leads a secular rally silver has historically outperformed on the catch up trade
And catch up it did and ran nearly +400%
Silver has since pulled back and now the ratio has widened again
Silver is about to outperform Gold again
Crypto channel 👉 @cryptodata66
