President Trump says the Trump Administration might buy equity stakes in US AI companies and that he will host a meeting with AI executives as soon as next week, per Reuters. $NVDA Bullish for Markets next week.

New week. New month. Here’s your cheat sheet. 🧵🔺 Mon → ISM Manufacturing Construction Spending · $HPE earnings Tue → Job Openings (JOLTS) · $CRWD · $DG Wed → ADP Payrolls · $DLTR Thu → $AVGO · $LULU · $DOCU · Trade Balance Fri → Jobs Report 🚨  June is historically the worst month for stocks.  ATH on S&P. Sentiment stretched. Friday’s jobs report is the big one. Hot = no cuts. Weak = recession fear. $AVGO Thursday is my personal watch — AI networking revenue update will move the whole semi sector. Stay sharp this week. 🔺 #WeekAhead #StockMarket #AVGO #CRWD #JobsReport #Investing #NVDA

Jensen Huang takes the stage at GTC Taipei TONIGHT. 🚨 On the table: → Vera Rubin full reveal — first shipments to MSFT, GOOGL, AMZN, META & ORCL start July → A mystery new product Jensen teased. Nobody knows what it is yet. Last time Jensen took a stage he moved markets. $NVDA at $212. Watching closely tonight. 🔺 If the news is strong I am looking for a move back above $220 this week. #NVDA #Computex #GTC #AIStocks #VelaRubin

Hope everyone enjoys the weekend! Spend time with family, recharge and mentally reset for the week ahead. $NVDA

This is bullish for $META 🚀 $660 by end of next week.

I bought $META October LEAP calls. Here’s why. 🔺 Stock down 20% from ATH. Business just got stronger. Q1: Revenue $56.31B 33% YoY. EPS $10.44 beat by 57%. Just launched paid subscriptions across Instagram, Facebook & WhatsApp. Rosenblatt: multi-billion dollar revenue opportunity. 47 analyst Buys. Zero Sells. Bull PT: $893. ATH was $796. October gives me the window to get there. High conviction. Sized accordingly. 🔺 #META #LEAPS #OptionsTrading #AIStocks

I just bought a LEAP call on $USAR. Here’s why. 🔺 USA Rare Earth — the only vertically integrated mine-to-magnet rare earth company in America. Q1 revenue: $5.7M vs $3.63M expected. 57% beat. DOE just awarded $19.3M in funding. Acquired Brazil’s Serra Verde for $2.8B — global supply chain locked in. Cantor Fitzgerald PT: $35. New Buy at $40 fair value. China controls 90% of rare earth processing. The US is racing to fix that. Every magnet in every EV, robot and defense system runs on rare earths. $USAR supplies them. Trading at $28. Morningstar fair value: $69.56. Bought the Jan 2027 $35 call. 7 months for the thesis to play out. High risk. High conviction. Sized accordingly. 🔺 #USAR #RareEarth #LEAPS #OptionsTrading #CriticalMinerals #Bullish

$SOFI just became the first US bank to launch its own stablecoin. 🚨 SoFiUSD is now live on both Ethereum and Solana — bank-issued, US dollar-backed, available directly in the SoFi app.  Stock up 5% today. Revenue 41% YoY. 10th straight profitable quarter. This isn’t just a fintech anymore. It’s a bank, a broker AND a crypto platform. Still trading around $16. Down 50% from ATH. S&P 500 inclusion on the table. The market hasn’t figured this out yet. 🔺 Leaps are the move here. #SOFI #Stablecoin #Fintech #Crypto #Investing

$QCOM came through again today. Steady gains!

$NVDA trading at $213 today. Down from $236 ATH. Volume way below average. The crowd is bored. That’s usually when the next leg sets up. $81.6B revenue last quarter. 74.9% gross margin. $91B guided for Q2.  Dividend raised to $0.25. Ex-date June 4.  Get paid to wait. Pullback = opportunity. Not a warning sign. #NVDA #AIStocks #Semiconductors #Investing

Bought a swing for the 250$ strike for 260$

Liking these for tomorrow $NVDA I will be buying at open. Nvidia is testing support and then bounce back to ATH.

$MU just crossed $1 TRILLION market cap. 🚨 UBS analyst Timothy Arcuri tripled his price target from $535 → $1,625 — the most bullish call on Wall Street. He reframed $MU as an “AI-native infrastructure giant” not a cyclical memory maker — with NVDA-like earnings visibility through 2029. Long-term supply agreements covering 60–70% of server DDR5 volumes. $400B in cumulative free cash flow modeled through 2029. Trump praised Micron’s “hundreds of billions” in US investment Friday. Iran peace deal optimism sending yields lower. Everything lining up at once. Memory is no longer cyclical. It’s infrastructure. 🔺 NFA. Do your own DD. #MU #Micron #AIStocks #Semiconductors #Investing

$QCOM paid today!

$SOFI up 5% this morning in pre-market. Leaps looking good!

Markets are back after Memorial Day. Here’s what’s on the radar today. 🧵🔺 $AZO reports Q3 earnings before market open this morning. $ZS reports after close tonight. Wall St expecting $AZO EPS of $36.13 on $4.86B revenue ( 9% YoY). Aging vehicle fleet = resilient demand. Beat and raise = consumer is still spending. Consumer Confidence drops at 10am ET. Consensus at 91.9 — already pricing in a drop from April’s 92.8. A miss below 91 hits discretionary and retail names hard. New Fed Chair Kevin Warsh is officially in the seat. Every word he says moves markets now. Watch $AZO, Consumer Confidence at 10am, and $ZS tonight. 🔺 #StockMarket #AZO #ZS #ConsumerConfidence #Macro #Investing

Will the markets close 🔴 or 🟢tomorrow? $SPY $QQQ

🚨 BREAKING ASHTON KUTCHER INVESTED $30M IN OPENAI IN 2019 INSIDERS REPORT THAT THE COMPANY IS PLANNING A $1.5 TRILLION IPO HIS STAKE IS WORTH 3 BILLIONS DOLLARS RIGHT NOW AFTER THE IPO, ASHTON BECOMES THE WORLD RICHEST ACTOR!