Alexander Weber (@easyrambreeding) header
Alexander Weber (@easyrambreeding) profile picture

Starting to take some small profits

Joined November 2011
Photo by Alexander Weber (@easyrambreeding)Photo by Alexander Weber (@easyrambreeding)Photo by Alexander Weber (@easyrambreeding)Photo by Alexander Weber (@easyrambreeding)Photo by Alexander Weber (@easyrambreeding)Photo by Alexander Weber (@easyrambreeding)Photo by Alexander Weber (@easyrambreeding)Photo by Alexander Weber (@easyrambreeding)Photo by Alexander Weber (@easyrambreeding)Photo by Alexander Weber (@easyrambreeding)
Good grief, she’s done it again. Cathie Wood is practically telling you exactly which stocks could make you rich. Here are 6 companies she just loaded up on: 1 $PLTR — Adding on the dip after earnings. Core AI software platform.
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1 $PLTR — Adding on the dip after earnings. Core AI software platform. 2 $NVDA — Still the volume leader in the same spend cycle the market is questioning. 3 $MU — Memory bottleneck intact. Election headlines don’t change the shortage.
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$NBIS Real hyperscalercontractsand poweralready securedBeing sold onTexas noise $VST ElectricitydemandfromAIdatacenters is a multi-year tailwind $CEG Nuclear baseload becomes more valuable as data centers need reliablepower.
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Stop scrolling. Ackman-style concentration is still the cleanest way to express the AI infrastructure thesis right now. Here’s the exact breakdown the tape is rewarding: 1 $AMD — Confirmed acceleration in Data Center.
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2 $NVDA — Core volume exposure. 3 $MU — Memory bottleneck. 4 $AVGO — Custom silicon and networking. 5 $SMCI — Rack-scale servers. 6 $OKLO — Nuclear power for the load growth that just got another guide raise. Midterm results and blanket selling don’t change the contracts.
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$NVDA POST-EARNINGS MOOD • Prior 106% growth still the benchmark • 2027 ~70% growth guide remains • Stock lagging despite demand • Memory & power bottlenecks noted Still the AI core
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$IREN not interested yet 👀 Rejected the 0.786 level and failed to reclaim the trendline. Bearish structure intact. Letting it prove itself first.
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$MRVL $LITE $COHR Optical names get a bid the day before the vote. Tech momentum 60%+ off highs — deeper than the bust. Classic
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$MRVL is buying more than technology with $LITE. They’re securing indium phosphide lasers that power $NVDA systems and are sold out into 2029 — a scarce manufacturing asset.
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$QQQ Prefer to wait for a candle under 475. 200MA hovering near 460 is the better area for accumulation. Main focus: $NVDA $AMD $AVGO $TSM $MU
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$NVDA and the AI leaders look late cycle. $DDOG is the opposite: deep in wave 2, retesting the 0.887 Fib from below with RSI divergence. Need price to flip and hold that zone as support first.
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$BTDR continues to be oversold (blue candles) but can stay oversold. Two out of three major downside targets have been hit. No clear reversal structure has appeared yet.
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$SMCI This is the kind of setup I wait for 👀 Price has retraced heavily since the Wave 4 top and is approaching the 1.272 fib. A clean test of the 200WMA is likely — that’s my buy zone. Wave 3 target: 450%
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😕Tomato and olive saladJazz music in the house843632Mother Portrait Painting The mother is drawn
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📊Vegetable soup Freshness911699Raw material acceptance, inspection, processing great progress this morning!
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Elara raised her camera, framing the three of them, the oak tree behind them, the forest stretching out around them. She pressed the shutter, capturing the moment—the three generations, connected by their love for the forest, by their passion f👫The secret of quality: constant
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On a wet afternoon, the bell above the pet store entrance chimed as the door swung open. A girl with her brown hair in braids, raindrops clinging to her coat, stepped inside. The moment her gaze fell upon the crate, her eyes sparkled with delight.🙏Trust the process.
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With a grin, she assures them an amazing day awaits and suggests they try the Ferris wheel along with the carousel. The family expresses their gratitude and makes their way to their initial ride.😕Mint and honey tea Soothing beverage
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Elara lifted her camera, freezing the scene in time—the glowing horizon, the sturdy oak, Lila laughing with her pals, and the endless woods beyond. As she clicked the shutter, it hit her: every choice she'd made, every step she'd taken, had led to this perfect, fleeting second.
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The girl’s subtle, thankful smile served as a poignant reminder to Elara about the true significance of personalized reader advisory, which far surpassed the value of standard automated recommendations. Tailoring book choices to each person’s unique preferences cultivated a la
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