US_stock hotspots
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Daily irregular updates on US stock hotspots, analysis, commentary, and rumors. For entertainment purposes only — trade at your own risk contact @leexiaolung
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8 385
【C***】·Fri Sep 11 16:30:00 +0000 2026
JIM CRAMER JUST DID IT AGAIN
“THIS IS JUST A MEME STOCK”
RECENTLY HE CALLED:
$SNDK AT $470 → $1,645
$GOOGL AT $170 → $341
$SMCI AT $28 → $40
NOW HE’S CALLING:
$ONDS AT $9
DID HE JUST MARK THE BOTTOM FOR $ONDS?
https://video.twimg.com/amplify_video/2098444092795457537/vid/avc1/1280x720/0o4JeArwxUqANqG_.mp4?tag=29
8 385
【O***】·Fri Sep 11 07:14:39 +0000 2026
Ray Dalio: “If you don’t own gold, you don’t know history, and economics.”
He says gold becomes attractive when other currencies are unreliable.
Gold ETF holdings have just reached record highs as reliability of the dollar has been eroding.
This is just the beginning.
JP Morgan sees gold at $8,000 if private investors increase their average gold allocation from 3% to 4.5% in response to eroding trust in fiat.
Crypto channel 👉 @cryptodata66
https://video.twimg.com/amplify_video/2098309086328635403/vid/avc1/1920x1080/NN6BrhfTcQCK2C-V.mp4?tag=29
8 385
【M***】·2026年9月12日 星期六 09:52:43 +0000
昨天, $DELL 飙升12%,创下历史新高。
自特朗普说出“去买戴尔吧”以来,涨幅已逼近 +350%。
不知道你作何感想,但我越来越觉得,这简直是一条神级炒股提示。😂
要是你,当时会买吗?
【该消息由 @xfinancbot 推送】
8 385
【M***】·Sat Sep 12 09:52:43 +0000 2026
$DELL jumped 12% and hit ATH yesterday.
Nearly +350% since Trump said:
“Go out and buy a Dell.”
I don't know about you, but I'm
starting to think that was one
hell of a stock tip. 😂
Would you have bought it?
【The message was pushed by @xfinancbot】
8 385
【J***】·Fri Sep 11 10:00:01 +0000 2026
$ONDS is down 26% over the past 6 months as investors worry about dilution, losses, and all the acquisitions, but the company keeps putting up better numbers. Q2 revenue reached $83.8M, pro forma backlog is around $757M, and management raised its 2026 revenue target to $525M - $550M. If execution goes well, this pullback could look very different a year from now. 👀
中文版看这 👉 @xfinance001
8 385
【P***】·Fri Sep 11 18:49:41 +0000 2026
Long $ADUR. The more I look at comparable hydrothermal recycling projects, the less convinced I am that 2028 is a realistic base case for Aduro.
I find this important to mention, since exciting investment opportunities like this one often fall into a bullish echo chambers, where its being treated as an instant moonshot.
There are already a few hydrothermal plastic recycling projects around the 20kt scale, and their timelines are worth paying attention to.
Mura Technology, Wilton UK, 20kt.
Construction started in March 2021. There were expected start dates in 2023, then 2024, 2025 and Q1 2026. As of today, I still can't find an announcement that Wilton is in sustained production.
That's five and a half years since construction started.
Mitsubishi Chemical + ENEOS, Ibaraki Japan, 20kt.
Construction started in July 2021 with a 2023 startup target. The plant eventually launched in July 2025.
So roughly two years late, despite being built by two very experienced Japanese industrial companies.
LG Chem, Dangjin Korea, 20kt.
Groundbreaking was in March 2023 with startup targeted for the end of 2024. As of May 2026, LG was still describing the plant as being in trial operation.
Again, roughly 18 months behind the original schedule.
That's three different projects, built by different operators, at roughly the same scale. Two of those operators are major chemical companies with decades of experience building industrial plants.
When you see similar delays across several projects, it becomes harder to write them off as company specific execution problems.
The chemistry itself doesn't seem to be the main issue. LG Chem has reported that supercritical water reduces coke formation and enables continuous operation, which is basically the core technical argument behind this approach.
The harder part seems to be making the entire system behave reliably at commercial scale. Pressure letdown, solids handling, valves, pumps, and keeping a hot multi phase slurry moving continuously without chewing through equipment.
That is the part I think investors should focus on.
With this technology, the difficult scale up step doesn't appear to be lab to pilot. It is pilot to commercial. From the outside that can look like the same process in a bigger plant, but historically that seems to be where timelines start slipping.
Aduro's FY2026 MD&A, filed 31 August, currently puts FOAK completion in "early calendar year 2028."
At the same time, the longest disclosed NGP pilot run I've seen is 47 hours, with 35 hours at steady state.
That's obviously progress, but a commercial plant eventually has to operate for weeks and months between meaningful interventions, not dozens of hours.
There are also reasons Aduro may execute better.
Saipem is a serious EPC partner. Aduro hired a project director with more than 30 years of European industrial experience. Permitting is already being handled by a specialist.
Those are exactly the things I'd want to see them doing at this stage.
I just don't think they remove the underlying scale up risk, especially when comparable projects with capable industrial partners have also taken longer than expected.
The things that would make me more comfortable are pretty straightforward.
NGP running continuous campaigns measured in weeks instead of hours.
Saipem Early Works turning into a signed FEED contract.
The Chemelot permit arriving on schedule.
And ideally Mura finally getting Wilton into sustained production. That would be useful evidence that these problems can be solved at this scale, even if it takes longer than originally planned.
I'm obviously still long.
I've just stopped modelling 2028 as the base case.
And if someone prefers to wait until the FOAK risk is materially lower before taking a position, I think that's completely reasonable.
Not financial advice. Long $ADUR.
8 385
【O***】·Fri Sep 11 14:34:02 +0000 2026
Let’s take a minute to think why $CRWV is the obvious play right now shall we?
- OpenAI has nailed it with the latest models and products, growth is accelerating and it’s taking market share, de-risking its compute providers.
- $MSFT, the biggest customer of $CRWV, has committed to add over 30 GW of capacity by 2032 as it’s short of compute. Given the shortage, it’s not likely to cut third party capacity. This means $MSFT business is safe for the medium term.
- It’s still trading at a serious relative discount to $NBIS.
- Compute prices are holding up as H100 rates are at the same level as 2022.
- Leopold is back in the game with $CRWV calls, which will likely support the sentiment.
Feels like an obvious play here.
Crypto channel 👉 @cryptodata66
8 385
【T***】·Fri Sep 11 16:11:55 +0000 2026
$ASTS has launched three more satellites.
Its previous satellites have already delivered 98.9 Mbps directly to a regular, unmodified smartphone.
The new generation is designed to push that towards 200 Mbps.
And the stock is still down over 50% from its highs.
Which one turns around first?
1 - $ONDS
2 - $MRAM
3 - $ASTS
4 - $EOSE
Crypto channel 👉 @cryptodata66
8 385
US-Stock Sentiment Tracker
Top 50 most mentioned stocks on X today
Ticker Buzz Trend refer Sent. ────────────────────────────────────────────── 1. AAPL 89.6 📈 521 🐂58%🐻8% 2. NVDA 88.5 ➡️ 843 🐂48%🐻10% 3. MU 88.0 📈 607 🐂47%🐻11% 4. SPCX 87.9 📈 499 🐂56%🐻10% 5. AMD 87.4 📈 489 🐂53%🐻5% 6. META 87.4 📈 487 🐂53%🐻11% 7. SPY 87.4 📈 870 🐂32%🐻12% 8. TSLA 87.3 📉 658 🐂47%🐻13% 9. GOOGL 87.0 📈 426 🐂60%🐻7% 10. IREN 86.9 ➡️ 421 🐂57%🐻10% 11. ORCL 86.9 📈 665 🐂55%🐻13% 12. SNDK 86.8 📈 386 🐂46%🐻10% 13. DELL 86.4 📈 329 🐂63%🐻9% 14. RKLB 86.3 📈 410 🐂49%🐻9% 15. PLTR 86.2 📈 433 🐂40%🐻12% 16. AMZN 86.0 ➡️ 439 🐂57%🐻10% 17. CRWV 86.0 📈 315 🐂43%🐻6% 18. GME 86.0 📈 387 🐂49%🐻17% 19. MSFT 85.8 📈 401 🐂58%🐻8% 20. NBIS 85.8 ➡️ 420 🐂47%🐻9% 21. ASST 85.7 📈 218 🐂58%🐻12% 22. HOOD 85.4 📉 400 🐂49%🐻7% 23. MSTR 85.3 📉 337 🐂43%🐻11% 24. QQQ 85.3 📈 580 🐂26%🐻13% 25. INTC 85.2 ➡️ 317 🐂53%🐻7% 26. UBER 85.2 📉 351 🐂52%🐻11% 27. AXG 85.1 📈 298 🐂72%🐻0% 28. COIN 85.1 📈 211 🐂37%🐻9% 29. ASTS 84.9 ➡️ 291 🐂51%🐻15% 30. BMNR 84.7 📈 188 🐂58%🐻4% 31. MRVL 84.6 📈 224 🐂62%🐻5% 32. ADBE 84.5 📈 371 🐂54%🐻20% 33. SKHY 84.5 📈 147 🐂50%🐻5% 34. BDX 84.4 📈 267 🐂88%🐻2% 35. LITE 84.1 📈 140 🐂41%🐻14% 36. PURR 83.8 📉 180 🐂62%🐻3% 37. SATA 83.8 📈 89 🐂58%🐻11% 38. CME 83.7 📈 204 🐂63%🐻8% 39. NET 83.6 ➡️ 158 🐂58%🐻12% 40. TNON 83.6 📈 211 🐂58%🐻12% 41. AAOI 83.5 ➡️ 162 🐂43%🐻9% 42. AI 83.5 ➡️ 178 🐂58%🐻8% 43. SOFI 83.5 📈 280 🐂38%🐻16% 44. AVGO 83.4 ➡️ 230 🐂54%🐻7% 45. HPE 83.4 📈 174 🐂70%🐻6% 46. ONDS 83.3 📈 212 🐂47%🐻19% 47. OPEN 83.3 📈 189 🐂58%🐻15% 48. CRDO 83.2 📈 134 🐂51%🐻12% 49. GS 83.1 📈 84 🐂49%🐻11% 50. AMC 83.0 📉 227 🐂27%🐻32%📡 Pushed by @xfinancbot
8 385
【M***】·Fri Sep 11 13:04:03 +0000 2026
Gas turbine slots are sold out into 2030 and transformer lead times sit at 130 weeks.
Batteries are the only bridge, and $FLNC builds them.
Chinese integrators hold most of the global market and are locked out of US projects by IRA rules.
That leaves a short bench for domestic utility-scale storage, and $FLNC is on it with $850M of data center orders booked through July.
$2.63B revenue, 0.6x EV/Sales, 13% gross margin, net debt only $74M against $339M cash.
Cheap for the position, priced for the execution slip.
I add more around $8.80.
Risk: the open SEC investigation and the Abramov class action can outlast the backlog.
Where does the IRA exclusion break first, customs or a carve-out?
中文版看这 👉 @xfinance001
8 385
⚠️ 🔥 US Market Event Alert
US CPI Inflation Report
🕐 ET: 2026-09-11 08:30
🕐 Beijing: 2026-09-11 20:30
8 385
【O***】·Fri Sep 11 11:19:35 +0000 2026
The setup for $META becomes more bullish every day.
Bloomberg reported that $MSFT had to turn away some AI and cloud business due to capacity constraints.
This means two things:
The sector is still supply-constrained.
Prices will keep going up.
So, anyone bringing incremental capacity online now will be able to charge higher prices than the rates at the beginning of the year.
$META will bring around 4 GW of discretionary capacity online by the end of 2028.
This means that if it decides to rent this capacity out, it’ll command higher rates than earlier models assumed.
Expectations will have to be revised up, and the stock price will follow.
Long $META.
Crypto channel 👉 @cryptodata66
8 385
US-Stock Sentiment Tracker
Top 50 most mentioned stocks on X today
Ticker Buzz Trend refer Sent. ────────────────────────────────────────────── 1. SPY 82.3 📈 79 🐂32%🐻8% 2. ORCL 79.4 📈 66 🐂55%🐻12% 3. TSLA 79.3 📉 63 🐂46%🐻14% 4. NBIS 77.6 ➡️ 44 🐂45%🐻9% 5. MSFT 77.1 📈 43 🐂63%🐻7% 6. MU 75.7 📉 38 🐂39%🐻18% 7. QQQ 75.3 📈 60 🐂22%🐻17% 8. SNDK 74.7 📉 33 🐂42%🐻18% 9. SPCX 73.6 📈 26 🐂35%🐻12% 10. ASST 72.2 ➡️ 19 🐂53%🐻11% 11. PLTR 72.1 📈 18 🐂44%🐻6% 12. NKE 72.0 📉 32 🐂28%🐻44% 13. CRWV 70.3 📈 19 🐂42%🐻11% 14. GOOGL 70.1 📈 13 🐂62%🐻15% 15. ZETA 69.6 📈 12 🐂92%🐻0% 16. AMZN 69.4 📉 12 🐂58%🐻17% 17. TNON 68.3 📈 35 🐂63%🐻6% 18. ONDS 67.5 📈 18 🐂61%🐻22% 19. MRVL 67.2 📈 7 🐂86%🐻14% 20. NVDA 66.4 📉 33 🐂48%🐻15% 21. LITE 64.8 📈 9 🐂33%🐻44% 22. UBER 64.6 📉 24 🐂50%🐻8% 23. IREN 63.7 📉 13 🐂46%🐻15% 24. AAOI 62.4 📉 15 🐂47%🐻7% 25. IWM 61.4 📈 21 🐂14%🐻19% 26. RKLB 60.4 ➡️ 9 🐂56%🐻11% 27. DELL 60.1 📈 13 🐂46%🐻15% 28. META 59.4 📈 9 🐂33%🐻44% 29. OCI 59.0 📈 9 🐂89%🐻11% 30. SATA 57.7 📉 7 🐂71%🐻0% 31. AAPL 56.3 📈 13 🐂38%🐻15% 32. ASTS 55.5 📉 12 🐂67%🐻8% 33. GPRO 55.1 📉 8 🐂50%🐻12% 34. AMD 53.9 ➡️ 7 🐂71%🐻14% 35. SOFI 53.9 ➡️ 8 🐂88%🐻0% 36. INTC 53.7 📉 8 🐂62%🐻0% 37. MSTR 53.4 📉 6 🐂33%🐻17% 38. SKHY 52.1 ➡️ 8 🐂12%🐻0% 39. TLT 51.6 📈 14 🐂29%🐻7% 40. VOO 50.9 ➡️ 7 🐂57%🐻0% 41. SNOW 50.7 📈 4 🐂50%🐻0% 42. CL 50.5 📈 5 🐂80%🐻0% 43. CRDO 50.2 📉 8 🐂38%🐻12% 44. DJT 49.4 📈 9 🐂33%🐻22% 45. CELH 48.9 📈 7 🐂57%🐻0% 46. CRCL 48.5 📈 3 🐂100%🐻0% 47. HIMS 47.7 📉 4 🐂100%🐻0% 48. SKYQ 47.1 📈 2 🐂100%🐻0% 49. USO 46.5 📈 5 🐂20%🐻0% 50. RDW 45.9 📈 2 🐂100%🐻0%📡 Pushed by @xfinancbot
8 385
⚠️ 🔥 US Market Event Alert
US CPI Inflation Report
🕐 ET: 2026-09-11 08:30
🕐 Beijing: 2026-09-11 20:30
8 385
【L***】·Thu Sep 10 08:40:00 +0000 2026
$SOFI looks like it could have a very bright future ahead.
This consolidation range over the past few months is starting to look like a MASSIVE accumulation zone.
The Cryptic Bottom Index has flashed multiple times, while the Cryptic Pressure Engine has shown MASSIVE buyer pressure throughout the range.
From here, I expect $SOFI to age like fine wine.
Crypto channel 👉 @cryptodata66
8 385
【O***】·Thu Sep 10 05:53:08 +0000 2026
$META is rapidly becoming vertically integrated AI powerhouse: Frontier lab and infrastructure.
Frontier lab part has already materialised as its frontier model now ranks third after OpenAI and Anthropic SOTAs.
Next is infrastructure.
$META is projected to build almost 4 GW of excess compute by 2028.
At $20 billion per GW, we are looking at $80 billion revenue opportunity.
Couldn’t be more bullish.
中文版看这 👉 @xfinance001
8 385
【B***】·Wed Sep 09 20:19:11 +0000 2026
Nvidia (MONSTER) Insider Trading Alert 🚨
Mark Stevens, board member since 2008 and one of the largest Nvidia shareholders, dumped more than $600 million worth of $NVDA shares over the last week 🤯👀
8 385
【T***】·Wed Sep 09 13:15:00 +0000 2026
I don't think enough people understand what $ADUR is actually trying to do.... and by the time you do, this will be $4b market cap
They are developing technology that uses water based chemistry to break down waste plastics and heavy oil..
The plastic side is what really gets my attention.
We are talking about plastics that are difficult to recycle today potentially being broken back down into useful chemical feedstocks.
If they can prove this works commercially, you're not talking about a small market....
You're talking about a problem the entire world is trying to solve... and $ADUR hold the key and first to market..
That's the bet with $ADUR.
Early? Yes of course, but the upside is wild...
But if the technology works at scale, I think people will look back and realize why some of us were paying attention this early... and making this a large part of our portfolio...
This could be a life changing investment...
Obviously there are risks, otherwise the reward would not be there..
But the downside risk at these levels are minimum imo.
8 385
【T***】·Wed Sep 09 13:07:00 +0000 2026
Then we look at Counter Drone
As drones become cheaper and more common in warfare.... you also need technology capable of detecting and stopping hostile drones.
$ONDS has been building on BOTH sides of that market.
Again, another reason why $ONDS is here, and here to stay.
Crypto channel 👉 @cryptodata66
8 385
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