$TE 0.35 Noisy

Notable posts

• @StockSavvyShay bullish 3480 eng

  THE FUTURE IS ON SALE RIGHT NOW Drawdown from highs: • $OKLO −76% • $NVTS −63% • $CRWV −60% • $ASTS −58% • $IONQ −57% • $PL −57% • $AAOI −56% • $RKLB −55% • $IREN −54% • $ONDS −53% • $TE −51% • $OUST −42% • $ARM −42% • $BE −39% • $NBIS −38%

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• @StockSavvyShay neutral 1698 eng

  Leopold Aschenbrenner's Situational Awareness exited its entire public-equities book through a single-buyer transaction just as its former holdings are ripping today: • $BE +26% • $NBIS +25% • $SHAZ +26% • $IREN +25% • $SNDK +20% • $CRWV +20% • $TE +14% • $AMD +13% https://t.co/zxiMPBq2b9

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• @StockSavvyShay bullish 1352 eng

  12 STRONGEST EARNINGS PRINTS THIS CYCLE 1. $PLTR | Palantir 2. $DOCN | DigitalOcean 3. $BE | Bloom Energy 4. $SITM | SiTime 5. $RKLB | Rocket Lab 6. $TE | T1 Energy 7. $AMD | AMD 8. $MU | Micron 9. $HPE | Hewlett Packard 10. $NBIS | Nebius 11. $SNDK | SanDisk 12. $DELL | Dell

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• @StockSavvyShay neutral 1283 eng

  10 SMALL-CAP NAMES UNDER $5B WORTH WATCHING 1. $CLPT navigation platform for neurosurgeons 2. $OSS rugged edge compute for the battlefield 3. $OUST eyes & perception for physical AI machines 4. $NVTS GaN power for $NVDA 800V data center shift 5. $AMBQ ultra-low-power silicon for always-on edge AI 6. $AMBA edge AI vision chips for cameras, cars & robots 7. $TMDX expanding organ care with fleet & network effect 8. $TE building America's solar supply chain from cell to module 9. $AEHR wafer-level burn-in for photonics, HBM & high-power AI chips 10. $ONDS autonomy & counter-drone systems for the modern battlefield

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• @StockSavvyShay bearish 1253 eng

  GROWTH STOCKS HAVE BEEN CRUSHED FROM RECENT HIGHS • $EOSE -82% • $OKLO -77% • $NVTS -66% • $ORCL -65% • $CRWV -61% • $IONQ -60% • $PL -60% • $HIMS -59% • $ASTS -58% • $TE -58% • $RKLB -57% • $AAOI -55% • $IREN -52% • $ONDS -44% • $SPCX -43% • $PLTR -41%

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• @StockSavvyShay bullish 940 eng

  Leopold Aschenbrenner’s Situational Awareness is seeking fresh capital after leveraged AI bets suffered sharp losses. He told investors this may be “a particularly good time to add funds” signaling he views the selloff as a buying opportunity rather than start of a deeper unwind. $TE, $SNDK, $SHAZ, $NBIS, $BE, $CRWV, $IREN

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• @StockSavvyShay neutral 910 eng

  10 SMALL-CAP NAMES UNDER $2B WORTH WATCHING 1. $JMIA scaling logistics across Africa 2. $CLPT navigation software for neurosurgeons 3. $EOSE zinc storage built for nonstop compute 4. $OSS rugged edge compute for the battlefield 5. $CLFD fiber infrastructure for edge data centers 6. $AMBQ low-power silicon for edge AI robots & devices 7. $VPG force sensing & precision measurement for robots 8. $TE building America’s solar supply chain from cell to module 9. $KRKNF underwater robotics for defense & offshore infrastructure 10. $BZAI edge AI inference platform for real-world autonomous systems

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• @StockSavvyShay bullish 912 eng

  Leopold Aschenbrenner’s fund fell 67% in July but remains up 80% YTD and will keep investing in public equities. Calling the losses “very expensive scars” he said fund will stop using bank leverage so it can “fight another day.” $TE, $SNDK, $NBIS, $BE, $CRWV, $IREN, $SHAZ https://t.co/lYdLa40MMK

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