NEOCLOUDS ARE GETTING NUKED! 😭 WE COULD SEE… $CRWV BELOW $50 $NBIS BELOW $150 $IREN BELOW $24 AS SOON AS TOMORROW! For long-term investors with conviction in Neoclouds, this selloff could present some INCREDIBLE buying opportunities. Position yourself accordingly.

$CRWV & $IREN are LIVIN’ ON A PRAYER! 😭🎸 Both are breaking below KEY long-term trendline support. Elon Musk just warned that debt markets are drying up for neoclouds, predicting MASSIVE death and consolidation across the industry. The bulls need to show up, and FAST… Neocloud holders, how are we feeling?

$UBER is significantly undervalued! 🔥 Trading at just ~16.5x forward earnings is RIDICULOUS when you consider: 👇 • Investor & Insider Conviction: Pelosi, Bill Ackman, CEO Dara Khosrowshahi, and other executives. • EPS Growth: Projected ~30% annualized earnings growth through 2028. • Massive FCF: Asset-light business generating $10B+ in trailing FCF at a ~7.4% FCF yield. • Operating Leverage: Profitability continues to scale faster than gross bookings. • Dual Growth Engines: Mobility and Delivery both delivering 20%+ gross bookings growth. • Brand Moat: When you think of getting a ride, you think UBER. When you think of ordering food, UBER EATS is one of the first names that comes to mind. THAT is brand power. • Financial Strength: BBB+ investment-grade credit rating. • Autonomous Vehicles: Expanding its 30+ AV partner network and making significant strategic investments to become the world's premier AV commercialization platform. CEO Dara Khosrowshahi has emphasized Uber's ambition to become the world's leading commercialization platform for autonomous mobility. You're getting a highly profitable, cash-generating business with significant growth opportunities at just ~16.5x forward earnings. The market is SIGNIFICANTLY undervaluing $UBER's true value.

AI STOCKS ARE PUMPING ON LIQUID! 🚀 Trump: “No U.S. strike on Iran today.” Right on time… 🌮😭 LET’S SEE A GIGA BOUNCE MONDAY! 🔥

Notable AI Trade Stocks that are OVERSOLD! (RSI <30) Oversold conditions often present long-term buying opportunities. 📈👇 1. $GEV 29.93 2. $NVT 28.73 3. $PWR 28.28 4. $CLS 28.22 5. $VRT 27.57 6. $FPS 27.46 7. $CAT 26.75 8. $FN 26.58 9. $EME 26.11 10. $AMAT 26.09 11. $CRWV 25.75 12. $MOD 25.68 13. $LRCX 24.55 14. $IREN 24.37 15. $CBRS 23.63 16. $STRL 23.58 17. $KLAC 23.26 18. $MTZ 22.66 There are so many infrastructure picks-and-shovels plays, especially surrounding the power theme. This goes back to my point that I believe power infrastructure offers arguably the best R/R in the entire market right now. A couple more red days and we could see a whole new batch of semiconductor, photonics, and chip stocks on this list. What are you watching? 👀

AI’s biggest names agree on one thing: Musk. Huang. Zuckerberg. Altman. Nadella. Jassy. Fink. Pichai & more. POWER is becoming a major constraint. ⚡️ The Top 6 AI Power Stocks. 🧵👇 1. $VST | Vistra

Incredibly Attractive Valuations. ✅ Implied FY28–FY29 P/E: 👇 $AAOI ~7.5x FY28 P/E $FPS ~7.9x FY29 P/E $ORCL ~8x FY29 P/E $STX ~8x FY29 P/E $MOD ~8.5x FY29 P/E $FTAI ~9.4x FY28 P/E $CLS ~9.6x FY28 P/E $NVDA ~9.9x FY29 P/E $AVGO ~10.5x FY28 P/E $MTZ ~10.5x FY28 P/E These companies have significant long-term growth potential, yet their valuations based on projected earnings look incredibly attractive. If management executes and earnings expectations materialize, these stocks could MASSIVELY outperform over the coming years. The opportunity is hard to ignore. Don't Blink. Don't Sleep. Don't Fade. 🫡

Imagine buying the S&P 500 (~3% below ATHs) When you could buy: $NBIS -47% | $IREN -68% $HOOD -38% | $SOFI -55% $AVGO -35% | $QCOM -32% $WDC -57% | $STX -45% $BE -45% | $VST -36% $FPS -63% | $AAOI -71% Obvious choice, right?

ATTENTION ALL $ORCL BEARS. 🚨 THIS ONE'S FOR YOU! 🐻 This might be the most RIDICULOUS valuation disconnect in the market. Valuation: Less than 15x forward earnings. Backlog: $664B vs. $382B market cap. Revenue: Nearly 50% of backlog expected to be recognized within 3 years. But here's the REAL question: Can Oracle finance its MASSIVE AI expansion without drowning in debt? Bears point to rising debt, CDS spreads, enormous CapEx, lease obligations, and OpenAI's financial risks. So I built a detailed financial model through FY2030 and examined EACH of these concerns. My projections suggest a path to SIGNIFICANT deleveraging and cash flow growth, even with elevated CapEx. The numbers tell a VERY different story. Full thesis below. 🧵👇

5 STOCKS TESTING MASSIVE MULTI-YEAR TRENDLINE SUPPORT! 👀 These are 5 setups you NEED to be watching! 🧵👇 1. $AMZN | Amazon

Something isn’t adding up… Nancy Pelosi bought: $VST at ~$166 on January 16 $UBER at ~$70 on May 29 $INTC at ~$92 on July 24 At the same time: $VST is a KEY beneficiary of the AI power boom. $UBER is trading at an ALL-TIME LOW valuation. $INTC has the U.S. Government as a MAJOR shareholder. Today, all three are trading BELOW their Pelosi transaction-date prices. Do with this information as you will.

$NVDA is testing key trendline support. Are you buying here? 👀 Lowest forward P/E in a decade, btw.

5 Stocks Approaching Key Fibonacci Support Levels! 👀 Top 5 potential bottom zones I’m watching: 👇 1. $META | Meta Platforms 🔵 • ~$620

CYBERSECURITY STOCKS ARE GOING BATSH*T TODAY! 🚀 U.S. security agencies warned of critical vulnerabilities in PHP, which powers much of the internet. $CRWD CEO George Kurtz warns we could see a wave of security breaches in the coming months. Another reminder of just how critical cybersecurity is in the modern AI era. Don’t blink, bears! Haha 😭 $CRWD $PANW $NET $RBRK $FTNT $S $OKTA $ZS

𝕏 paid me $243.60! 🥳 Incredibly grateful to get paid just for talking stocks with you all! And for anyone wondering what I did with some of the money… Yes, I immediately bought more $FPS.

$BE is down 35% in just ONE MONTH! I see opportunity where others see fear... The technical confluence is getting VERY interesting: • 78.6% Fib support at ~$188. • Daily RSI at 32, lowest since 2025. • Ascending trendline support being tested. Nancy Pelosi has exposure. Blowout earnings, yet the market continues to punish the stock. Forward P/E has compressed to 40x, despite Bloom Energy being a PREMIER on-site power generation solution for the AI revolution. I LIKE THE RISK/REWARD HERE. Trading it with 3x leverage on Liquid. 👇

$NVDA IS TRADING AT ITS LOWEST FORWARD P/E IN A DECADE. At $212, $NVDA is cheaper than at $1.69. The crazy part? $NVDA’s FY2028 earnings are projected to grow FASTER than in FY2018. Using analysts’ $21.34 FY2029 EPS estimate and a 20x market P/E: Price target: $427 Implied valuation: ~$10.3T A realistic path to DOUBLE in two years. Do what you want with this information.

$CRDO BUYING OPPORTUNITY? 👀👇 Price has RESPECTED the 100-week EMA at ~$142 so far. This same indicator marked major bottoms in April 2025 and March 2026. I called the bottom last time, and another opportunity could be forming. We may have already bottomed around $142, but I wouldn't rule out another move slightly lower. The technical confluence is compelling: • 100-week EMA at ~$142 • 0.786 Fibonacci retracement at ~$134 • RSI approaching oversold at 33 • Historical demand zone from 2025 $CRDO has historically respected these key technical levels. If the selloff continues, I'm watching $134–$135 as a potential bottom. We're trading at ~20x forward earnings AGAIN after a 50%+ drawdown. NFA. What are your thoughts?

If you liked these stocks a month ago. You should LOVE them now! $IREN $50 → $25 $CBRS $210 → $108 $AAOI $130 → $68 $ASTS $65 → $38 $FPS $40 → $24 $CRWV $90 → $55 $COHR $335 → $207 $APLD $30 → $19 $ARM $330 → $210 $NBIS $250 → $159 Same companies. Same long-term growth potential. Significantly lower prices in less than a month. Your move?

15 AI-related stocks trading below 20x forward earnings: $META ~19x fwd P/E $MOD ~19x fwd P/E $AVGO ~18x fwd P/E $FPS ~18x fwd P/E $CLS ~18x fwd P/E $QCOM ~18x fwd P/E $NVDA ~17x fwd P/E $FN ~17x fwd P/E $MTZ ~16x fwd P/E $DELL ~16x fwd P/E $ORCL ~14x fwd P/E $VST ~14x fwd P/E $AMKR ~14x fwd P/E $WDC ~14x fwd P/E $MU ~5x fwd P/E Below 20x forward earnings is where valuations start getting interesting. Where do you see the most value? 👀