Dynamor retweeted
The Al Cloud Ecosystem
AI Clouds
$SPCX SpaceXAI
$NBIS Nebius
$CRWV CoreWeave
$IREN IREN
$SHAZ Sharon AI
Hyperscalers
$MSFT Microsoft
$META Meta
$GOOGL Alphabet
$AMZN Amazon
$ORCL Oracle
Enterprises
$PLTR Palantir
$NOW ServiceNow
$CRM Salesforce
$SNOW Snowflake
$MDB MongoDB
$CRWD CrowdStrike
$PANW Palo Alto Networks
$NET Cloudflare
$DOCN Digital Ocean
$INOD Innodata
Semiconductors
$NVDA NVIDIA
$MU Micron
$SKHY SK Hynix
$AVGO Broadcom
$TSM TSMC
$INTC Intel
$ARM Arm
$AMD AMD
$MRVL Marvell
Samsung
Networking
$ANET Arista Networks
$CRDO Credo
$ALAB Astera Labs
$COHR Coherent
$LITE Lumentum
Servers
$DELL Dell
$HPE Hewlett Packard Enterprise
$SMCI Super Micro Computer
Power
$BE Bloom Energy
$VRT Vertiv
$ETN Eaton
$GEV GE Vernova
$PWR Quanta Services
Data Centers
$DLR Digital Realty
$CORZ Core Scientific
$APLD Applied Digital
$WULF TeraWulf
$CIFR Cipher Mining
$HUT Hut 8
$CLSK CleanSpark
$RIOT Riot Platforms
Dynamor retweeted
Biotech continues to be one of the leading sectors right now:
$ABSI Absci +17.29%
$TEM Tempus Al +15.29%
$TWST Twist Bioscience +11.61%
$BHVN Biohaven +11.28%
$BFLY Butterfly Network +10.27%
$CRSP CRISPR Therapeutics +9.65%
$ABCL AbCellera +9.68%
$NTLA Intellia Therapeutics +8.92%
$MRNA Moderna +8.91%
$CMPS COMPASS Pathways +8.51%
$TXG 10x Genomics +7.18%
$ALMR Alamar Biosciences +7.18%
$ILMN Illumina +6.27%
$BLLN BillionToOne +6.48%
$BRKR Bruker +5.09%
$NTRA Natera +5.04%
$NEO NeoGenomics +4.12%
$MBX MBX Biosciences +4.13%
One of the strongest sectors outside of AI right now is Biotech.
Oncology
$TNGX Tango Therapeutics
$ELVN Enliven Therapeutics
$RVMD Revolution Medicines
$RLAY Relay Therapeutics
$CGON CG Oncology
$PSNL Personalis
$GH Guardant Health
$NEO NeoGenomics
$INCY Incyte
Neurology
$DFTX Definium Therapeutics
$CMPS COMPASS Pathways
$DNLI Denali Therapeutics
$XENE Xenon Pharmaceuticals
$BIlB Biogen
$NBIX Neurocrine Biosciences
$CPRX Catalyst Pharmaceuticals
Immunology
$ORKA Oruka Therapeutics
$DNTH Dianthus Therapeutics
$APGE Apogee Therapeutics
$IMVT Immunovant
$KNSA Kiniksa Pharmaceuticals
$TGTX TG Therapeutics
$PTGX Protagonist Therapeutics
Genomics
$NTLA Intellia Therapeutics
$EDIT Editas Medicine
$BEAM Beam Therapeutics
$CRSP CRISPR Therapeutics
$ARWR Arrowhead Pharmaceuticals
$KRYS Krystal Biotech
$VCEL Vericel
Rare Diseases
$LQDA Liquidia
$MBX MBX Biosciences
$EWTX Edgewise Therapeutics
$TVTX Travere Therapeutics
$TRVI Trevi Therapeutics
$PVLA Palvella Therapeutics
$VRTX Vertex Pharmaceuticals
Drug Discovery
$TWST Twist Bioscience
$ABSI Absci
$RXRX Recursion
$ABCL AbCellera
$NRIX Nurix Therapeutics
Medical Devices & Life Science Tools
$TWST Twist Bioscience
$ABSIR Absci
$BFLY Butterfly Network
$TXG 10x Genomics
$ABCL AbCellera
$BRKR Bruker
$ALMR Alamar Biosciences
$TECH Bio-Techne
Dynamor retweeted
AI is the most potent cyber weapon we've ever seen.
They are incredible at finding and exploiting vulnerabilities at scale.
Cybersecurity has become a new battlefield.
$RPD Rapid7 +24.01%
$ZS Zscaler +16.56%
$TENB Tenable +15.91%
$RBRK Rubrik + 15.64%
$SAIL Sailpoint +15.31%
$S SentinelOne +14.48%
$CRWD CrowdStrike +13.85%
$PANW Palo Alto +13.09%
$OKTA Okta + 11.98%
$FTNT Fortinet +9.04%
$NET Cloudflare +7.81%
$VRNS Varonis +5.23%
$CHKP Check Point +5.08%
The future of AI is agentic.
There will be billions of AI agents. Every person and company will have multiple agents.
That makes cybersecurity one of the most interesting sectors to watch.
Threat Detection
$CRWD CrowdStrike
$PANW Palo Alto Networks
$S SentinelOne
Network Security Providers
$FTNT Fortinet
$FFIV F5 Networks
$CSCO Cisco
$ATEN A10 Networks
$CHKP Check Point
Cloud Security
$NET Cloudflare
$ZS Zscaler
$OKTA Okta
Biometric Identity Verification
$YOU Clear Secure
Identity and Access Management
$OKTA Okta
Vulnerability Management
$TENB Tenable
$RPD Rapid7
$SCWX Secureworks
Data Security and Analytics
$VRNS Varonis
IT Services and Consulting
$INFY Infosys
$BAH Booz Allen Hamilton
$LDOS Leidos
$PSN Parsons
Cybersecurity ETFs
$HACK Amplify Cybersecurity ETF
$CIBR First Trust Cybersecurity ETF
Dynamor retweeted
There will always be reasons to question the AI trade:
DeepSeek, AI capex, data center cancellations, chip export controls, credit risks, circular financing, AI pace
Every few months, there is another headline creating fear.
Every time, it has been an opportunity to buy.
AI is not slowing down.
We'll still need more compute, more data centers, more chips, more energy, not less.
Dynamor retweeted
The brain is designed to learn through constant repetition and active, hands-on involvement.
Through such practice and persistence, any skill can be mastered.
Dynamor retweeted
🚨🚨 $ASTS WEEK IN REVIEW🚨🚨
All the intermediate-term pieces are falling into place, but the short-term wait is what kills. That, and more, on this week's Weekly…
Execution in motion.
Across our Texas manufacturing facilities, more BlueBird satellites are moving through every stage of production as we build the world’s first space-based cellular broadband network accessible directly by everyday smartphones.
We invented a new way to design, manufacture and deploy large-scale space infrastructure: advanced lightweight composite structures, stackable architecture and repeatable production at a scale never before achieved for commercial communications satellites.
More BlueBirds. More capacity. More connectivity.
🇺🇸📶🌎📱
Build. Stack. Launch. Repeat.
#ASTSpaceMobile #Broadband #ConnectingtheUnconnected #BlueBirds
Dynamor retweeted
$ASTS: 🚨TODAY THE US SPACE DEVELOPMENT AGENCY FORMALLY BACKS AST SPACEMOBILE'S STA TO TEST NEW RADIOLOCATION SERVICES OVER 902-928MHz SPECTRUM USING BLUEBIRD SATELLITES IN SUPPORT OF NATIONAL SECURITY AND THE DEPARTMENT OF WAR
➡️ This builds on the testing AST and the SDA have been doing since June 2026 from a prior STA, so we can assume things are going very, very, very well.
➡️ This is WAY bigger than a routine experimental FCC license. The Space Development Agency is formally asking NTIA/FCC to approve AST SpaceMobile’s BlueBird testing because it directly supports an SDA prime contract and an on-orbit demonstration of “commercial-based tactical satellite capabilities.”
➡️ AST plans to use BlueBirds for radiolocation testing over 902–928 MHz spectrum near federal gateway sites in Maryland, Texas, Alabama and Hawaii. SDA says the testing needs to start imminently, is important to its program schedule, and advances a national security objective.
➡️ SDA says these capabilities are of “significant interest” to the Department of War, specifically the Space Based Sensing and Targeting portfolio, and will help evaluate proliferated commercial space architectures for tactical communications AND sensing. BlueBird satellite's largest phased arrays in LEO are being evaluated for radiolocation, sensing, targeting-related missions and tactical communications by the U.S. government.
➡️ Dual use capability --> AST is building a global constellation funded primarily around a massive commercial D2D opportunity, then layering in government/defense missions onto that same infrastructure. Communications. Sensing. Radiolocation. Potential PNT/ISR.
✅ SOVEREIGN CONNECTIVITY AND SENSING
✅ AST is already an SDA subcontractor under an active prime contract and the orbital demonstration is expected to run into 2027.
🔥DEFENSE IS NOT PRICED IN
cc: @jusbar23
Dynamor retweeted
I asked Astra to map out all the components of a datacenter and pick the best stock for each component. Here are the results (don’t shoot the messenger):
Dynamor retweeted
Jensen literally told you where to invest:
Layer 1: Energy
$BE $GEV $PWR $FPS $FCEL $VICR $VST $NVTS $BWXT $CEG $UEC $CCJ
Layer 2: Chips
$NVDA $TSM $INTC $AVGO $AMD $ASML $ARM $MRVL $AAOI $AXTI $SNDK $MU $SKHY $COHR $LITE $AEHR $WDC $GLW
Layer 3: Infrastructure
$NBIS $IREN $CRWV $APLD $VRT $DELL $HPE $ORCL
Layer 4: Models
$GOOGL $META $AMZN $SPCX
Layer 5: Applications
$NOW $PLTR $DOCN $SNOW $NET $FSLY $GTLB $TSLA
Dynamor retweeted
🚨 $ASTS First insider buy since Dec 2025!
Nice.
Dynamor retweeted
Long-term compounding is a strategy most investors simply cannot execute.
Because playing the long game often means accepting short-term losses and long stretches underperformance.
Most investors eventually lose patience.
But the markets massively reward the few who give compounding enough time to work and can wait the longest.
Dynamor retweeted
You'll make more money than you'll ever need if you read a lot, reason from first principles, and think long term.
But it won't happen overnight.
Everything compounds.
But most of the time compounding looks like nothing is happening, until everything changes.
Dynamor retweeted
$NVDA $TSM $AVGO
Uncanny isn't it?
Well if AVGO wants to follow in TSM's footsteps and especially in NVDA's footsteps to keep up with the current up trend, we need to see a bigger bounce off the orange trendline.
Can we see a Nvidia type move?
Earnings this Wed after hrs with an implied move of 8% should get us to where I think Broadcom can go, which is $400ish PT.
Let's see.
Dynamor retweeted
🚨🚨 NEVER EVER USE MARGIN OR OPTIONS AS YOUR PRIMARY ALLOCATION ON HIGH BETA STOCKS
It's only a matter of when, not if, you end up in financial ruin. I have and will continue to remind people of the dangers of leverage.
Unfortunately I continue to hear sad stories of people nuking their accounts and hard earned savings.
Dynamor retweeted
A new satellite connectivity capability is taking shape in New Zealand.
@2degreesmobile has officially opened the Marton Satellite Ground Station.
The gateway links AST SpaceMobile’s global satellite system with 2degrees’ core infrastructure, advancing integration to deliver voice, broadband data and text directly to everyday smartphones, without specialized devices.
With nearly 50 gateways in various stages of completion, installation, and planning, we continue to build out our global gateway footprint, bringing us another step closer to commercial service for people to stay seamlessly connected wherever they live, work and travel.
#ASTSpaceMobile #Broadband #ConnectingtheUnconnected #BlueBirds