BeyondTheGPU @BeyondTheGPU
My wife is tired of me talking to her about AI stocks Long: $MU, $BE, $WYFI, $NVDA, $NBIS, $BRUN, $TE NW: $675k. Chasing my first million Joined June 2026-
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@EndicottInvests Hoping you're right! Went long at $228. Late to the party but still riding it.
@mkfilko Been lurking from my personal account, but following you here now! Appreciated your coverage of $INV a few weeks back on the lockup. Also long $BRUN! I think we'll hit $50 by end of summer.
@jukan05 You see the regulatory update from the @FERC? ferc.gov/news-events/ne…
@TheBigBerbowski Love it! Just followed. Went from long-time lurker on my personal account and now building here so I can engage more.
@crux_capital_ Unreal article man. Been wanting to step into Photonics layer but have been overwhelmed. Didn't understand how it all links together within the stack. Thoughts on $TRT as a burn-in option or $LKP?
Unreal article by Gaetano. No photonics in my portfolio yet. Honestly, just haven't been able to understand all the moving parts in this theme. $AAOI $GLW $TRT and $AXTI have been high on my watch and buy list. Might be ready to step in this week!
I hope you'll follow along! I've done a few other build in public projects along the years. The best part was connecting with people and making friends who are just as obsessive as I am. Plus, my wife is tired of hearing me talk about AI stocks. not financial advice :)
5. Document my journey to my first million I've got around $675k right now. Up from $300k when I bought my first AI play: $SMH at $270 Chasing 7 figs. I'll do weekly or monthly portfolio breakdowns with real numbers. I'll share what I'm buying, selling, trimming, and watching.
Making the jump from long-time lurker to sharing my own investment ideas, wins, fails, and portfolio allocation. Five things I'm hoping to get out of this journey ⤵️
@ekroth Probably the best read I’ve seen on $TRT. Lots of noise hitting here over the long weekend. How much of the recent run is based on fundamentals and execution vs retail hype pushing the stock price up?
@athuinvests Expecting a dip post earnings, but planning to hold. In it for the long haul, not trying to pick up nickels timing small swings.
@MarkosAAIG Went big into $wyfi thanks to your coverage on it! Doubled down on the dip and now up 37% across my buys.
@renstocks_ Would love your take on $WYFI, $SIMO, and $TRT!
@athuinvests $TRT, $NVTS, $SIMO, and $LPK are on my weekend deep dive list. Would love your take on them
Jamie @JamieFInvests
615 Followers 756 Following 🇬🇧 UK | 35 | Growth & Tech Investor Tracking the road to a £1M+ tax-free ISA. 🎯 📍 Horizon: 5-10 years Sharing stocks & portfolio updates. Tech Founder
Midnight Capital @Midnight_Captl
13K Followers 950 Following AI & semi’s | girl dad | swing hard or don’t swing at all | going droid mode | ex. Apple Global Sourcing
Michael Sikand @michaelsikand
97K Followers 714 Following Investor & Entrepreneur || $70M AUM @joinautopilot || $KRKNF at $3 || Positions Will Change + Not Financial Advice || Prev exit @MorningBrew || Forbes 30u30
Kyle ~ 6K 🇬🇧 In... @DividendDrip
5K Followers 901 Following Hello, my name is Kyle, 28 from 🇬🇧. Registered Nurse. 30 year time horizon. DCA into ETF’s every day for 30 years, follow my journey.
Kevin Xu @kevinxu
154K Followers 3K Following CEO @alpha_ai. Net worth $11,825,144.20. Current swing: $RCAX
TheBigBerbowski @TheBigBerbowski
12K Followers 888 Following DC infrastructure, Memory, Semiconductors, AI. BBA | Product Manager SK Hynix | $MU | $SNDK | $CRDO | $PENG You can find me on Substack. ↓
Saso Capital @saso_capital
7K Followers 249 Following Engineer. Focused on AI infrastructure and Robotics. Research and structured opinions. Not financial advice. $NBIS @ $35.
Johan Ekroth @ekroth
2K Followers 513 Following Investing where bottlenecks become opportunities. AI infrastructure, space, and defense. Sharing research and positions. NFA.
Daniel Koss @daniel_koss
36K Followers 323 Following Founder of Edelbridge Capital. Concentrated public equities fund focused on AI infrastructure. Former pro gamer, YouTuber, and serial entrepreneur.
SandemanStocks @Sandeman52
63K Followers 538 Following Turned $50k to $15M+ in 12 years. Retired in my 40s, retired my wife. Trying to help others achieve their financial goals, free of charge. EOY 2026 goal: $18.5M
leki ⚔️ @mkfilko
14K Followers 654 Following With great risk comes great reward, always hunting for the next 10x - $BRUN, $MRLN, $IQE, $AMPG, $EOS.AX, $SHT, $AIRJ, $INFQ, @AionAnalytics
The Fundamentalist @Funmentalist
2K Followers 368 Following $NBIS, $IREN, $NVDA, $OSCR, $HIMS, $BMNR Bull European investor in love with fundamentals
Jamie @JamieFInvests
615 Followers 756 Following 🇬🇧 UK | 35 | Growth & Tech Investor Tracking the road to a £1M+ tax-free ISA. 🎯 📍 Horizon: 5-10 years Sharing stocks & portfolio updates. Tech Founder
The Chairman's Ledger @ChairmansLedger
21K Followers 109 Following Ex-IB. Ex-startup founder, $100M+ exit. Former Special Operator. Defense tech, AI infra, Space, BTC, public market asymmetry.
CK Capital @CKCapitalxx
73K Followers 353 Following Finding 10x plays in defense, space, and tech, and photonics. DYOR NFA For business: [email protected] Co-Owner of @CVresearch_
Sun Liao @sunxliao
119K Followers 885 Following 24/7 Trade Ideas. NFA. My Indicators: https://t.co/EhtZ5UZ4F4
ChinoAleman @chinoalemano
7K Followers 97 Following $AMPG is the next billion company. AI RAN. Space. Quantum. NFA. $TRT will follow.
9 Ventures @ThematicTrader
12K Followers 135 Following 25 | Carnegie Mellon Alum | Thematic trader synthesizing deep fundamental research w/ leading HTF charts | Focus: Physical AI/Humanoids, AI Infra/Power & Semis
Feroce Research @FeroceResearch
16K Followers 91 Following Turning Hindsight Into Foresight | Thematic Investing | Combining Technicals + Macros & Fundamentals + Quantitative Positioning
재붕이_Jin @GyujinAAIG
6K Followers 365 Following Researcher - AAIG / PM&R Resident Physician / $IREN(40), $DRAM(53), ???(€24.4), worldex(27300), SK hynix(w192K), Optical etf, $ABVX(124), $TMDX(114)
M. V. Cunha @mvcinvesting
93K Followers 378 Following Long-term investor. BSc in Economics, MSc in Finance. Equity Analyst with a focus on Fundamental Analysis and Valuation. Not a financial advisor.
Serenity @aleabitoreddit
874K Followers 175 Following I only use X, beware of imposters. AI/Semi Supply Chain Analyst Not investment advice, DYODD. Now publishing free research on AI chokepoints.
Asymmetric Bets @UncleAlpha007
14K Followers 2K Following 10 Year Hedge Fund Analyst | Private Company CFO | Sharing idiosyncratic stock ideas with accelerating fundamentals | NFA DYOD
dylan ツ @demian_ai
20K Followers 2K Following GTM for @nebiustf @nebiusai // ex @Scaleway // from silicon to token, inference and anything in between. Views are my own - not financial advice
Mark | AAIG @Mark_AAIG
962 Followers 2K Following AAIG Data Center infrastructure specialist. Project Manager with 15+ years in Datacenter design and builds.
Markos @MarkosAAIG
11K Followers 190 Following Founder of AAIG. Investor-led 7-person multi-expert research collective delivering cross-sector investment analysis for research-driven investors.
Athu Invests @athuinvests
6K Followers 220 Following Future Tech & Growth Industry Investment Research. AI/Software Developer. "Where capital flows, opportunity follows."
Ren @ren_stocks
39K Followers 88 Following Investing into the AI buildout ⚡️ 500% YTD Head of AI | Product Manager 10+ years DD and full thesis in https://t.co/4NlE3Jd7E7 NFA
Gaetano @crux_capital_
52K Followers 528 Following Photonics/Physical AI Company Coverage On Substack https://t.co/6T2naqbkXVTrends for United States
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