David | US Stock Trader

1. Applied Digital $APLD 2. Bloom Energy $BE 3.CleanSpark $CLSK 4.CoreWeave $CRWV 5. Intel $INTC 6. IREN $IREN 7. Keel Infrastructure $KEEL 8. Micron $MU 9. Riot $RIOT 10. Sandisk $SNDK 11. T1 Energy $TE 12. Taiwan Semiconductor $TSM Costs nothing to follow me btw... 📌 If this was helpful → Like + Follow + Share 💡 Don't miss out again. Save this list and turn on notifications so you catch the next alert.

2/8 - $META - Revenue up 26% YoY. AI investment is massive, but the core advertising business remains strong. 3/8 - $IREN - Down 55% YTD. Just reported $20.3B in revenue backlog and AI Cloud revenue of $200M 4/8 - $NBIS - Down sharply from its highs. AI cloud infrastructure demand remains the long-term thesis. 5/8 - $RKLB - Down 38% YTD. Space infrastructure, launch services and the Neutron rocket remain major catalysts. 6/8 - $IONQ - Down 40% YTD. Q3 revenue up 336% YoY. Raised full-year guidance to $505M-$515M. 7/8 - $AAOI - Down 72% over six months. Just beat Q3 earnings estimates, with growing demand for 800G and 1.6T optical products. 8/8 - $HIMS - Down 27% YTD. Q3 earnings coming November 9. Subscriber growth and margins will be key. Costs nothing to follow me btw... 📌 If this was helpful → Like + Follow + Share 💡 Don't miss out again. Save this list and turn on notifications so you catch the next alert

Here are the 5 stocks: 1. $ASTS 2. $NBIS 3. $IREN 4. $SNDK 5. $MU 6. $KEEL Costs nothing to follow me btw... 📌 If this was helpful → Like + Follow + Share 💡 Don't miss out again. Save this list and turn on notifications so you catch the next alert.

1. SpaceX ($SPCX): 41.89% of the portfolio 2. Micron Technology ($MU): 7.37% of the portfolio 3. Cerebras Systems ($CBRS): 6.17% of the portfolio 4. Astera Labs ($ALAB): 5.27% of the portfolio 5. Ciena ($CIEN): 3.03% of the portfolio 6. Credo Technology ($CRDO): 2.75% of the portfolio 7. Palo Alto Networks ($PANW): 2.68% of the portfolio Costs nothing to follow me btw... 📌 If this was helpful → Like + Follow + Share 💡 Don't miss out again. Save this list and turn on notifications so you catch the next alert.

3. $GOOGL : −29%. Search, YouTube, Cloud and Gemini! 4. $META : −21%. Facebook, Instagram and WhatsApp! 5: $AAOI - Beta 3.99 | RSI 32.44 - High volatility with significant downside already priced into the chart. 6: $ASTS - Beta 2.71 | RSI 32.33 - Beaten down significantly from its highs. Watching for a momentum reversal. 7: $HOOD - Beta 2.53 | RSI 31.81 - Pullback has created an interesting setup after a volatile run. 8: $NBIS - Beta 1.54 | RSI 34.52 - AI infrastructure play worth watching as selling pressure cools. 9: $RKLB - Beta 3.18 | RSI 35.37 - Significant retracement. Watching for buyers to step back in. 10: $IONQ - Beta 3.41 | RSI 34.25 - Quantum computing name with plenty of volatility and reversal potential. 11: $IREN - Beta 4.34 | RSI 28.25 - Extremely high beta. A shift in momentum could produce a sharp move. Costs nothing to follow me btw... 📌 If this was helpful → Like + Follow + Share 💡 Don't miss out again. Save this list and turn on notifications so you catch the next alert.

The following positions, categorized under "Situational Awareness," have been fully liquidated: 1. $NBIS — Nebius: $273 in Q2 13F report; current value $118 (−57%) 2. $CRWV — CoreWeave: $99 in Q2 13F report; current value $42 (−57%) 3. $BE — Bloom Energy: $301 in Q2 13F report; current value $167 (−45%) 4. $CORZ — Core Scientific: $25.6 in Q2 13F report; current value $11.30 (−56%) 5. $SNDK — SanDisk: $2,268 in Q2 13F report; current value $838 (−63%) 6. $MU — Micron: $1,153 in Q2 13F report; current value $681 (−41%) 📌 If you find this content valuable, please like, follow, and share! 💡 Don’t miss future updates! Save this post and turn on notifications to be the first to receive my latest market insights.

For reference, here are some investment ideas I’ve shared previously: - $NBIS (at $20) -> +1399% gain - $RKLB (at $16) -> +844% gain - $AMD (at $100) -> +505% gain - $ASTS (at $20) -> +569% gain - $PLTR (at $40) -> +419% gain 📌 If you find this content valuable, please like, follow, and share! 💡 Don’t miss future updates! Save this post and turn on notifications to be the first to see my latest market insights.

Here are 5 AI stocks worth watching for strong growth potential: 1. $NVDA — NVIDIA:** The leader in AI chips. Its Blackwell and Vera Rubin platforms are driving massive demand for AI computing and data-center infrastructure. 2. $AVGO — Broadcom:** A major player in custom AI chips and high-speed networking. Its custom ASIC business and hyperscaler partnerships offer significant long-term growth potential. 3. $AMD — Advanced Micro Devices:** NVIDIA's strongest competitor in AI accelerators. Its Instinct GPUs, EPYC processors and Helios AI systems position it to capture more of the growing AI infrastructure market. 4. $MU — Micron Technology:** A key beneficiary of AI memory demand. Its HBM4 high-bandwidth memory positions it to benefit from next-generation AI servers. 5. $VRT — Vertiv: A leading provider of AI data-center power and liquid-cooling solutions. Rising electricity and cooling requirements create a major long-term growth opportunity. Costs nothing to follow me btw... 📌 If this was helpful → Like + Follow + Share 💡 Don't miss out again. Save this list and turn on notifications so you catch the next alert.

2. $AMZN — +6.12% Buyers are back. Can Amazon extend the rally? 3. $AAPL — +5.31% New intraday highs. The key question is whether buyers can defend the breakout. 4. $UBER — +4.91% Strong momentum. Looking for confirmation of another leg higher. 5. $MCD — +6.53% Strong earnings. Bulls may not be done yet. Costs nothing to follow me btw... 📌 If this was helpful → Like + Follow + Share 💡 Don't miss out again. Save this list and turn on notifications so you catch the next alert.