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Black Panther Capital @BlackPantherCap · Mar 23

The hyperscalers aren’t cutting AI capex.

$660-700B committed for 2026. Contracts signed. Fabs running.

Here’s where that money flows:

Compute: $NVDA, $AMD, $AVGO
Memory: $MU, $SKX
Neoclouds: $IREN, $NBIS, $CIFR
Equipment: $AMAT, $LRCX, $KLAC
Power: $CEG, $VST, $ETN
Cooling: $VRT,
Networking: $ANET, $LITE, $AAOI

The Iran war slows sentiment, but it doesn’t slow AI buildouts.

Save this for later.

-BP

Please note, this is not financial advice.

$AAOI $AMAT $AMD $ANET $AVGO $CEG $CIFR $ETN $IREN $KLAC $LITE $LRCX $MU $NBIS $NVDA $SKX $VRT $VST

Dividendology @dividendology · Feb 21

Top fund managers just revealed their new buys for Q4 2025.

Here’s the most interesting moves from the top managers:

Warren Buffett (Berkshire Hathaway)
$NYT 📰 — 0.1%

Stan Druckenmiller (Duquesne)
$XLF 🏦 — 7.1%
$RSP ⚖️ — 5.3%
$EWZ 🇧🇷 — 2.7%
$AA 🏗️ — 1.7%
$ENTG 🧪 — 1.7%

Bill Ackman (Pershing Square)
$META 🤖 — 11.4%

Seth Klarman (Baupost)
$AMZN 📦 — 9.3%
$MOH 🏥 — 2.1%
$AERO ✈️ — 2.0%

Stephen Mandel (Lone Pine)
$ASML 🔬 — 4.8%
$DASH 🚗 — 4.2%
$MDLN 🏥 — 3.6%
$CRS 🏭 — 3.0%

Dan Loeb (Third Point)
$CMG 🌯 — 2.4%
$CEG ⚡ — 2.3%
$BABA 🛍️ — 1.7%

$AA $AERO $AMZN $ASML $BABA $CEG $CMG $CRS $DASH $ENTG $EWZ $MDLN $META $MOH $NYT $RSP $XLF

RonnieV @TheRonnieVShow · Feb 16

🚨 30+ Charts Dropped for Subs This Weekend! 🚨

Here are the tickers that were analyzed:
$ONDS $IREN $UAMY $MOS $CEG $NVO $EOSE $CIFR $TE $TTD $XYZ $IWM $NOW $ASTS $SMR $INMD $OKLO $UBER $BABA $QQQ $AMZN $TAC $NBIS $ZETA $PLTR $ROKU $SPOT $TSLA $COIN $SOFI $HOOD $MBLY $NAK $PANW $FSLY

Some nice A+ setups heading into this week as well...

$AMZN $ASTS $BABA $CEG $CIFR $COIN $EOSE $FSLY $HOOD $INMD $IREN $IWM $MBLY $MOS $NAK $NBIS $NOW $NVO $OKLO $ONDS $PANW $PLTR $QQQ $ROKU $SMR $SOFI $SPOT $TAC $TE $TSLA $TTD $UAMY $UBER $XYZ $ZETA

RonnieV @TheRonnieVShow · Feb 14

Charts posted to subs today...

$ONDS $IREN $CIFR
$UAMY $MOS $CEG
$NVO $EOSE $TE

More coming throughout the weekend.

Finding A+ Setups with the Matrix like this 👇

$CEG $CIFR $EOSE $IREN $MOS $NVO $ONDS $TE $UAMY

TacticzHazel @TacticzH · Feb 13

$APP $AXON $BKNG $CEG $CRM $CSU $GRAB $HIMS $MCO $MELI $MSFT $NOW $NVO $PME $SAP $SE $SOFI $SPGI $TOI $TTD $UBER $UNH

TacticzHazel @TacticzH · Feb 13

$APP $AXON $BKNG $CEG $CRM $CSU $GRAB $HIMS $MCO $MELI $MSFT $NOW $NVO $PME $SAP $SE $SOFI $SPGI $TOI $TTD $UBER $UNH

TacticzHazel @TacticzH · Jan 26

The Thematic Supercycle of 2026:

AI / Compute / Semicon
$ASML • $SSNLF • $NVDA • $MU • $AMD • $TSM

Nuclear & Power
$CEG • $VST • $GEV • $OKLO

Data Centers & Power Infrastructure
$NBIS • $IREN • $VRT • $CRWV • $CIFR

Batteries & Storage
$FLNC • $EOSE • $TE

Defense & Aerospace
$KRKNF • $RHM • $LMT • $BA • $LHX • $RTX

Drones & Autonomous Systems
$AVAV • $RCAT • $ONDS

Space
$RKLB • $ASTS • $LUNR

Copper
$FCX • $RIO • $TECK • $IE

Rare Earths
$MP • $UUUU • $CRML • $TMC • $IDR

Quantum
$QBTS • $IONQ • $RGTI

Crypto
$BTC • $ETH

Emerging markets
$DLO • $MELI • $SE

Healthcare
$NVO • $LLY

What is your favorite theme for 2026?

$AMD $ASML $ASTS $AVAV $BA $BTC $CEG $CIFR $CRML $CRWV $DLO $EOSE $ETH $FCX $FLNC $GEV $IDR $IE $IONQ $IREN $KRKNF $LHX $LLY $LMT $LUNR $MELI $MP $MU $NBIS $NVDA $NVO $OKLO $ONDS $QBTS $RCAT $RGTI $RHM $RIO $RKLB $RTX $SE $SSNLF $TE $TECK $TMC $TSM $UUUU $VRT $VST

TacticzHazel @TacticzH · Jan 26

RT TacticzHazel
The Thematic Supercycle of 2026:

AI / Compute / Semicon
$ASML • $SSNLF • $NVDA • $MU • $AMD • $TSM

Nuclear & Power
$CEG • $VST • $GEV • $OKLO

Data Centers & Power Infrastructure
$NBIS • $IREN • $VRT • $CRWV • $CIFR

Batteries & Storage
$FLNC • $EOSE • $TE

Defense & Aerospace
$KRKNF • $RHM • $LMT • $BA • $LHX • $RTX

Drones & Autonomous Systems
$AVAV • $RCAT • $ONDS

Space
$RKLB • $ASTS • $LUNR

Copper
$FCX • $RIO • $TECK • $IE

Rare Earths
$MP • $UUUU • $CRML • $TMC • $IDR

Quantum
$QBTS • $IONQ • $RGTI

Crypto
$BTC • $ETH

Emerging markets
$DLO • $MELI • $SE

Healthcare
$NVO • $LLY

What is your favorite theme for 2026?

$AMD $ASML $ASTS $AVAV $BA $BTC $CEG $CIFR $CRML $CRWV $DLO $EOSE $ETH $FCX $FLNC $GEV $IDR $IE $IONQ $IREN $KRKNF $LHX $LLY $LMT $LUNR $MELI $MP $MU $NBIS $NVDA $NVO $OKLO $ONDS $QBTS $RCAT $RGTI $RHM $RIO $RKLB $RTX $SE $SSNLF $TE $TECK $TMC $TSM $UUUU $VRT $VST

RonnieV @TheRonnieVShow · Jan 25

2 more high-conviction themes to CRUSH the rest of 2026:

4. Materials & Critical Commodities:
$FCX $SCCO $BHP $RIO $LAC $NB
$CCJ $UEC $CRML $USAR $UUUU $COPX
$ALB $SQM $MP $LYSCF $DTREF $TMRC

5. Reshoring / Infrastructure Buildout:
$CAT $DE $VMC $PWR $OII $ACM $NEE
$ETN $EMR $NUE $STLD $MTZ $DY $HUBB $TPC $GEV $ENS $VMI $RRX $BIP

Which new themes are you stacking?

RonnieV: 3 Big Themes that will CRUSH 2026 all Year:

1. Nuclear + Power
$CEG • $CCJ • $VST • $BWXT • $FLNC
$OKLO • $SMR • $UEC • $LEU • $EOSE

2. AI Compute & Infrastructure
$NVDA • $AMD • $MU • $AVGO • $ASML
$TSM • $VRT • $NBIS • $CIFR • $IREN

3. Defense / Aerospace

RonnieV @TheRonnieVShow · Jan 24

3 Big Themes that will CRUSH 2026 all Year:

1. Nuclear + Power
$CEG • $CCJ • $VST • $BWXT • $FLNC
$OKLO • $SMR • $UEC • $LEU • $EOSE

2. AI Compute & Infrastructure
$NVDA • $AMD • $MU • $AVGO • $ASML
$TSM • $VRT • $NBIS • $CIFR • $IREN

3. Defense / Aerospace
$LMT • $RTX • $NOC • $GD • $LHX • $ONDS
$KTOS • $BA • $HWM • $RCAT • $RKLB

Choose your theme for 2026 👇

$AMD $ASML $AVGO $BA $BWXT $CCJ $CEG $CIFR $EOSE $FLNC $GD $HWM $IREN $KTOS $LEU $LHX $LMT $MU $NBIS $NOC $NVDA $OKLO $ONDS $RCAT $RKLB $RTX $SMR $TSM $UEC $VRT $VST

Patient Investor @patientinvestor · Jan 23

The best risk/reward setups in this market today:

United health $UNH @ $355

Adobe $ADBE @ $302

Meta $META @ $662

Fico $FICO @ $1540

Uber $UBER @ $82.90

Hims $HIMS @ $30

Constellation Software $CSU @ $2782

Constellation Energy $CEG @ $289

$ADBE $CEG $CSU $FICO $HIMS $META $UBER $UNH

Patient Investor @patientinvestor · Jan 23

RT Patient Investor
The best risk/reward setups in this market today:

United health $UNH @ $355

Adobe $ADBE @ $302

Meta $META @ $662

Fico $FICO @ $1540

Uber $UBER @ $82.90

Hims $HIMS @ $30

Constellation Software $CSU @ $2782

Constellation Energy $CEG @ $289

$ADBE $CEG $CSU $FICO $HIMS $META $UBER $UNH

TacticzHazel @TacticzH · Jan 22

Which AI company would you buy right now?

Chip design:
- $AMD
- $NVDA
- $ARM
- $INTC

Manufacturing:
- $TSM
- $INTC
- $SAMSUNG

HBM/Memory:
- $MU
- SK HYNIX

Equipment:
- $ASML
- $KLAC
- $LRCX

Power:
- $VST
- $CEG

Networking:
- $ANET
- $MRVL

$AMD $ANET $ARM $ASML $CEG $INTC $KLAC $LRCX $MRVL $MU $NVDA $TSM $VST

TacticzHazel @TacticzH · Jan 22

RT TacticzHazel
Which AI company would you buy right now?

Chip design:
- $AMD
- $NVDA
- $ARM
- $INTC

Manufacturing:
- $TSM
- $INTC
- $SAMSUNG

HBM/Memory:
- $MU
- SK HYNIX

Equipment:
- $ASML
- $KLAC
- $LRCX

Power:
- $VST
- $CEG

Networking:
- $ANET
- $MRVL

$AMD $ANET $ARM $ASML $CEG $INTC $KLAC $LRCX $MRVL $MU $NVDA $TSM $VST

RonnieV @TheRonnieVShow · Jan 17

10 BIGGEST WINNERS FROM AI INFRA BOOM

1. $VRT cooling solutions for overheating data centers
2. $CEG nuclear energy providers for stable baseload
3. $NEE renewables integrating with AI grids
4. $IREN bitcoin miners pivoting to AI compute
5. $CIFR high-performance mining rigs for dual use
6. $NBIS AI utilities optimizing resource allocation
7. $GEV advanced turbines for efficient power gen
8. $UUUU uranium suppliers fueling nuclear revival
9. $LEU enriched fuel for next-gen reactors
10. $CRWV water management for data center sustainability

Infrastructure is key—who's missing?

$CEG $CIFR $CRWV $GEV $IREN $LEU $NBIS $NEE $UUUU $VRT

Balder @Balder13946731 · Jan 17

2026 Alpha Thesis: Hardware Maturation + Supply Shock. 🚀⚡️
The "Promise Phase" is over. The "Deployment Phase" is here.
1️⃣ Rocket ( $RKLB, $FLY , $ASTS , $RDW): SpaceX IPO rumors = sector re-rate. Neutron launch is the value unlock.
2️⃣ CPU ( $AMD, $INTC): Cloud is crowded; the "Edge AI" PC supercycle is the volume trade.
3️⃣ DRAM ( $MU $SNDK $AMAT $ASML $TSM $LRCX): HBM is a supply black hole. Standard memory shortage = pricing power.
4️⃣ Energy ( $VST, $CEG, $BE): No power = No AI. Nuclear baseload is the new gold.
The trade: Long scarcity & physical infra. 📈
#StockMarket #Investing #AI #Space

$AMAT $AMD $ASML $ASTS $BE $CEG $FLY $INTC $LRCX $MU $RDW $RKLB $SNDK $TSM $VST