@Shyon:If I could only pick one company for 2026, I would choose $NVIDIA(NVDA)$ . My view is that AI is still in an early infrastructure buildout phase, and NVIDIA sits at the center of global compute demand, from training to inference. Even as memory players like SK Hynix $SK Hynix, Inc.(HXSCL)$ and Samsung $SAMSUNG SEMICON(03132)$ benefit from the AI cycle, I see NVIDIA as more structurally positioned bec

@Shyon:$SpaceX(SPCX)$ SpaceX has pulled back to its lowest price since the IPO, and I decided to start accumulating a small position. This isn't one of my core holdings, nor am I betting the farm on it. Think of it as a "meme trade" with asymmetric upside—a small allocation that could deliver outsized returns if the long-term thesis plays out. The biggest reason is simple: I believe in Elon Musk's ability to execute ambitious visions. Whether it's Tesla transforming the EV industry or SpaceX revolutionizing reusable rockets, he has repeatedly proven that he can achieve what many once considered impossible. Starlink continues to expand globally, Starship is making steady progress, and the company's leadership in the commercial space industry remains

@vinlouis:$Apple(AAPL)$  yea

@jigglyp:$Advanced Micro Devices(AMD)$ Multiple analysts have raised their price targets for Advanced Micro Devices. BofA Securities adjusted its target to $620 from $550. Phillip Securities moved its target to $755 from $520 and maintained a Buy rating. TD Cowen set its target to $675 from $600, also keeping a Buy rating. Stifel increased its target to $635 from $450.

@OfficialJayLee:$Direxion Daily MU Bull 2X Shares(MUU)$  I'm planning to hold some of my MUU positions through earnings. If this one crashes, not much else besides SNDL is likely to pop up. As for Apple, it's still recovering and should make a new all-time high soon.

@Wai Khean:$AMZN 20260618 230.0 PUT$ drink coffee 

@AMDidass:$Advanced Micro Devices(AMD)$  wait it fly more tonight then we only take profit! Don't wait too long! $Vanguard S&P 500 ETF(VOO)$  stable and profitable! Let's move on and let's fly more! 

@2f97ea57:$TSLA 20260417 385.0 CALL$ $特斯拉(TSLA)$  日內結束，準備收工睡覺😪

@Jiawei81:$Meta Platforms, Inc.(META)$  Huat

@EW888:$Tesla Motors(TSLA)Bullets added.  

@季风转向将我的思念带过大海送到陆地:🚀 Tesla Robotaxi 已不只是概念？Dallas、Las Vegas 實拍車隊 + 聯邦認證曝光，真正的拐點可能已經來了 我越來越確定一件事：$TSLA 的 Robotaxi，已經從“講故事階段”進入“準備上線階段”。 不是因爲一條新聞，而是多個信號在同一時間疊加出現，而且越來越具體。 在 Dallas、Houston、Henderson，甚至 Las Vegas，有人拍到同一類車輛反覆出現：黑紅配色、批量停放、在城市中循環測試，甚至模擬上下客。 這不是零星測試車，更像是“車隊級別”的部署前驗證。 關鍵在於——這些車，並沒有流入消費者市場。 這意味着它們很可能從一開始，就不是爲“賣車”設計的，而是爲“運營”準備的，也就是 Robotaxi。 如果只是測試車，這些現象還不足以說明問題。 但當我把這些碎片拼在一起，邏輯開始變得清晰：一邊是城市中不斷出現的測試車隊，一邊是招聘崗位直接寫着 Robotaxi 運營、客戶管理，一邊是 Android App 代碼中已經出現相關功能，再加上生產端的動向。 如果沒有明確的落地計劃，Tesla 不會去準備“規模化製造”的能力，這在任何製造業裏都成立。 真正讓我改變判斷的，是來自 Austin 的現場信息。 有人在活動中拍到一個細節：車門內貼着認證標籤，明確寫着這輛車符合“所有聯邦安全標準”。 這不是一個小信息，而是直接改變了整個討論的基礎。 因爲如果一輛車完成了自我認證（self-certification），而不是走“2500輛測試豁免”的路徑，就意味着它不是測試產品，而是可以合法量產並上路的產品，而且數量不受限制。 這背後的邏輯非常關鍵。 過去很多人認爲，沒有方向盤、沒有踏板的車，必須通過特殊豁免才能上路。 但現在的情況是，Tesla 很可能已經繞過了這條路徑，直接走了“標準合規”。 如果這一點成立，那生產端的限制基本被解除

@米饭酱:$特斯拉(TSLA)$