US_stock hotspots

【T***】·Mon Jun 22 15:11:17 +0000 2026 $UNH a safe haven with Mega Cap characteristics and severely undervalued at $250 That was the equivalent of buying $NVDA at $85 last year It was the PERFECT buy Whales and flow missed it.

【T***】·Mon Jun 22 14:58:50 +0000 2026 The $QQQ is just shy of all time highs But there are enormous amount of positions and sectors at their 200 WMA already At this point The market can crash and it will just be 10-15 positions crashing only

【a***】·Mon Jun 22 20:24:21 +0000 2026 BREAKING: Palantir Has Secured A Foundational Role in The Army's NGC2 Data Layer. - The Army established the NGC2 common data layer baseline, a key step in its command-and-control modernization program. - Palantir Foundry will serve as the cloud data layer, while Anduril Lattice will serve as the tactical data layer. - Palantir says this gives the Army a scalable foundation for AI-enabled tools, interoperability, and faster battlefield decisions. The quality of these contracts continue to prove how important Palantir is as a foundational layer in mission critical situations which is why they continue to be trusted on enabling AI data infrastructure for the most important institutions in the world.

【O***】·Mon Jun 22 07:20:08 +0000 2026 This is incredibly bullish for $CRWV. Data center supply is reportedly ramping but vacancy is still collapsing and prices remain at shortage levels. This significantly derisks $CRWV $100 billion backlog, as nobody will likely back out of contracted capacity in these circumstances. $CRWV is currently trading at 0.78x 2030 sales while $NBIS is at 1.5x, implying 48% relative discount for $CRWV. This is due to the higher leverage of $CRWV. If the backlog converts, $CRWV interest payments as a percentage of annual revenue will decline from 22% this year to 7% in 2030, which is sustainable. So, if the backlog will convert, there is no reason $CRWV should trade at 48% discount to $NBIS and it looks very likely to convert looking at the demand environment. Long $CRWV

【O***】·Fri Jun 19 10:28:09 +0000 2026 How does $MSFT valuation make sense? Here is a quick back-of-the-envelope valuation: It’s set to generate $145 billion net income in FY 2027. Capitalising it using cost of equity of 8.5% gives us nearly $1.8 trillion steady-state value for the current business. Current valuation is at $2.8 trillion, this means that the market gives it $1 trillion valuation for all future growth. What’s that growth we are talking about? The management projects to add around $700 billion cloud revenue alone by 2035. So, the market is basically valuing at least $700 billion recurring revenue from 2035 at just $1 trillion now. Assuming same cost of equity, steady state value of that incremental revenue will be $8 trillion in 2035. Use 10% annual discount rate and its current value is $3 trillion. Adding on the current steady-state value to this gives us at least $4.8 trillion valuation for $MSFT. Current valuation implies 42% discount. One of the most obvious longs in the market.

【O***】·Sat Jun 20 08:04:25 +0000 2026 Chinese AI models lag American SOTAs by 4-5 months but their blended token prices are around a quarter of those of American SOTAs. How will frontier AI labs maintain their revenue boom once other models are also good enough?

【O***】·Fri Jun 19 19:37:25 +0000 2026 He can you look at this and not see AI models will be a commodity market? The problem with the frontier model lab economics is this: Once open source is good enough we’ll use them for 90% of the tasks and use closed SOTAs only for the hardest 10%. Textbook commoditisation.

【M***】·Sun Jun 21 12:06:01 +0000 2026 bitcoin:native I knew exactly where the top would be, and I know exactly where the bottom will be. The best part? I also know where this is all heading. $265k to $335k in the next 5 years. You can doubt it. You can ignore it. But in 5 years, this post will still be here, and so will that number.

【S***】·Mon Jun 22 00:55:20 +0000 2026 Jeez, Japanese markets seem happy. Everything from Furukawa, Towa, Harmonic Drive, Ibiden, are up today. Probably after winning the World Cup game 4-0?

【S***】·Sat Jun 20 09:46:52 +0000 2026 I’m just posting this since people seem really curious about X’s revenue sharing program. Genuinely didn’t expect to get seen 100M+ times every 2 weeks! Would keep doing the same thing tho, even if it were free and I just had a few friends from $RDDT to share ideas with.

【M***】·Fri Jun 19 13:59:56 +0000 2026 $CIFR 50% already made, and another 50% remains to reach the $44 target. The entry gets all the attention, but the exit is what determines the outcome. The signal is simple: When everyone around you starts saying this stock can only go higher, it's time to think about selling. Most people buy euphoria. The best investors sell it.

【M***】·2026年6月19日 星期五 13:59:56 +0000 $CIFR 50%已经实现，剩下50%仍需达到$44目标位。 入场点备受关注，但离场方式才决定最终结果。 信号很简单： 当你身边所有人都开始说这只股票只会涨得更高时，就该考虑卖出了。 大多数人买入狂热。最优秀的投资者卖出狂热。

【M***】·Fri Jun 19 13:59:56 +0000 2026 $CIFR 50% already made, and another 50% remains to reach the $44 target. The entry gets all the attention, but the exit is what determines the outcome. The signal is simple: When everyone around you starts saying this stock can only go higher, it's time to think about selling. Most people buy euphoria. The best investors sell it.

【M***】·Fri Jun 19 13:59:56 +0000 2026 $CIFR 50% already made, and another 50% remains to reach the $44 target. The entry gets all the attention, but the exit is what determines the outcome. The signal is simple: When everyone around you starts saying this stock can only go higher, it's time to think about selling. Most people buy euphoria. The best investors sell it.