US_stock hotspots

【T***】·Tue Jun 23 19:51:41 +0000 2026 $OSCR now at $30 PT next is $45 I don’t think I’ve been obnoxious enough about these gains Maybe this is progress

【T***】·Tue Jun 23 19:43:05 +0000 2026 Imagine buying the $SPY at the start of the year and you could have just bought $OSCR and outperformed the market by 1200%

【T***】·Tue Jun 23 11:41:43 +0000 2026 $NVDA controls the market And although we are deep in Wave 5 now, there is no confirmation that the top is in yet Bulls will want to recapture the 50 Day MA at $209 Bears will want to lose it I suspect there will be a battle here for the week. Ultimately, losing the 200 Day MA and the rising wedge support will confirm the correction is underway but we are not there yet. $NVDA does not report until the end of August and $NVDA typically rallies into Earnings Do not underestimate the Bulls here. 中文版看这里 👉 @xfinance001

【F***】·Mon Jun 22 08:06:48 +0000 2026 $ASTS — This Week's Roadmap We lost the $87 support zone last week and that is a tough one to lose — so the goal for the bulls this week is to regain that level. Failure to do so keeps $63 as the next support zone on the table, and we don't want that, do we? Regain $87 is the goal. Failure to do so keeps $63 as support on the chart. Let's get after it. 中文版看这里 👉 @xfinance001

【F***】·Mon Jun 22 13:00:00 +0000 2026 $CIFR — This Week's Roadmap Breakout in full swing. Goddamn great work by the bulls — held the range, found the power, and broke the hell out. $50 is the target as long as $25 stays support.

【F***】·Mon Jun 22 12:00:01 +0000 2026 $SOFI — This Week's Roadmap This one has been range bound for months and the ranges couldn't be clearer. > $18.80 resistance > $15 support We are putting the pressure on the resistance as we speak, and up until either of those breaks, this is parked between the boundaries — range bound until proven otherwise. 中文版看这里 👉 @xfinance001

【F***】·Tue Jun 23 07:00:00 +0000 2026 $ASTS (2W) — Tough day yesterday with that -9% drop, and we lost the $75 support in the same movement. Right now, retaking $87 like we talked about in the Monday roadmap is in the rearview mirror — we are not playing offense but defense, meaning we gotta switch to the next objective: > retake $75 this week on the weekly close > touch down on $63, which is known support. I'm leaning towards both scenarios being buyable, but we need confirmation of support first. Four more games left to play this week — let's see what we get, guys. 中文版看这里 👉 @xfinance001

【O***】·Mon Jun 22 20:51:18 +0000 2026 $MSFT is now at 20x forward earnings. It’s never been cheaper since 2016 in terms of both forward P/E and PEG. Management expects annual revenue to surpass $500 billion by 2030. Microsoft Office is going nowhere as it’s more than a software, it’s the communication medium. Windows revenues will remain intact as well. On top of that we get the second largest (and possibly the largest by then) cloud business. All at 20x forward earnings. Why wouldn’t this work well from here? 中文版看这里 👉 @xfinance001

【O***】·Mon Jun 22 18:06:43 +0000 2026 Healthcare has been a strong performer this year while everybody is focused on AI. $OSCR and $UNH have both reached my short term targets faster than expected. $OSCR is pushing toward $30 and up almost by 100% ytd while $UNH is closing in on $410 levels, up 21% ytd. What’s next? I think there is a particular rotation mechanics at play. People are dumping software for hardware and those who think hardware is saturated are rotating into healthcare thinking it’s defensive and has long been undervalued. So, we can say healthcare recovery is still in the early innings. The more saturated hardware gets and valuations rise, the more investors will rotate into defensives, and healthcare in particular. $OSCR can ride to $40 levels if this quarter is anything like Q1 and $UNH can shoot for $425-$450 if another beat and rise comes with Q2 results. Long $UNH & $OSCR

【T***】·Mon Jun 22 23:55:50 +0000 2026 $UPS is still a buy... This is like buying $UNH below $300.. $UPS pays a very attractive 6% dividend.

【T***】·Mon Jun 22 15:54:49 +0000 2026 $GRRR let me explain what is happening here.. Buyers are trying to defend the 200MA I bought more.... why? Because a break above the 200MA and we can see a path to $23 very quickly

【O***】·Mon Jun 22 18:06:43 +0000 2026 Healthcare has been a strong performer this year while everybody is focused on AI. $OSCR and $UNH have both reached my short term targets faster than expected. $OSCR is pushing toward $30 and up almost by 100% ytd while $UNH is closing in on $410 levels, up 21% ytd. What’s next? I think there is a particular rotation mechanics at play. People are dumping software for hardware and those who think hardware is saturated are rotating into healthcare thinking it’s defensive and has long been undervalued. So, we can say healthcare recovery is still in the early innings. The more saturated hardware gets and valuations rise, the more investors will rotate into defensives, and healthcare in particular. $OSCR can ride to $40 levels if this quarter is anything like Q1 and $UNH can shoot for $425-$450 if another beat and rise comes with Q2 results. Long $UNH & $OSCR

【T***】·Mon Jun 22 11:47:00 +0000 2026 $GRRR - FULL IMPULSE COUNT - $GRRR can gain +720% here to complete Wave 5 - You are catching the start of Wave 3 here at $16 - Game-changing $2.8 billion expansion. The company recently expanded the Yotta partnership to include 20,736 NVIDIA B300 GPUs, with the project framework valued at approximately $2.8 billion. (Market Cap is $450 million) - We expect an announcement this week that they have closed their public offering and this will allow their aggressive expansion. - $GRRR is our position to catch the Neo Cloud theme that the market is moving next into. - Technically all we need to see is a hold above the 50 WMA and we have a higher support level which brings us back to $44 next. VERDICT: STRONG BUY. 中文版看这里 👉 @xfinance001

【T***】·Mon Jun 22 15:14:46 +0000 2026 $ASTS 1 month ago at $130: Market: ‘it has the best Moat, I wish I could add it below $100 again’ Today: Market: ‘what’s a moat? I’m not buying at $75’ This is why nobody will remember your name.

【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?