Grower of nuts, veggies & organic crops | Independent investor | Love life

Helm, CA
Joined February 2014
Inflation up, war up. Nothing matters
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AI trade still getting wrecked ๐Ÿ“‰ $CRWV down another 11%+ on the debt stuff, chips sliding, Nasdaq looking ugly into the close. Dow holding up better but the whole tape feels heavy. Classic AI financing jitters.
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AI trade still shaky chips & $CRWV getting smoked while the Dow grinds higher Classic rotation. $TSLA Roadster is the only green light in tech rn
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Another day of โ€œtech is brokenโ€ talk while $SMH just bounced off 541 and is sitting right on the 150-day. Same pattern as last fall โ€” flush the weak hands, then the longer average holds. Fundamentals didnโ€™t change. Iโ€™m still buying the dip quietly while everyone else is focused on the headlines. Structureโ€™s intact. $SMH
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$SMH just tagged the 150-day again after another premarket flush. Volume picked up a little, nothing crazy. Same playbook as last fall โ€” price came down, weak hands got shaken, longer-term average still sloping up. TSMC numbers were solid and demand hasnโ€™t broken. Iโ€™m adding a bit here instead of waiting for the all-clear. ๐Ÿ’ช Noise is loud, structure still looks fine. ๐Ÿ‘€ $SMH
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I was ready to add a little more tech before the open, but hot CPI just killed that plan ๐Ÿ‘€ S&P and Nasdaq flipped red immediately ๐Ÿ”ด while the Dow is still green ๐ŸŸข. BAC got smoked ~7% on the $1.2B fine and people are screaming โ€œbanks are done.โ€ I donโ€™t buy it ๐Ÿšซ. Fine is one-time, the business isnโ€™t broken โ€” this looks more like CPI collateral damage. Not doing anything yet. Watching if it holds the early lows. Stabilizes this afternoon and Iโ€™ll nibble a small position ๐Ÿค. Only keeping core tech, rest is on pause. Still tracking into the close ๐Ÿ‘€
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Chip stocks are getting absolutely smoked again and the timelineโ€™s already writing the AI tradeโ€™s obituary. Micronโ€™s down another 5%, memory names are leading the bloodbath, and Broadcomโ€™s CEO basically called a chunk of the AI spending casino gambling. Banks printed mixed earnings too, but nobodyโ€™s really focused on them.My take: this is mostly profit-taking after a ridiculous run, not the end of the demand. Data-center hunger for high-bandwidth memory is still there. Iโ€™m just not buying pure memory into thisโ€”Micron and Sandisk stay too exposed to any supply noise. Iโ€™d rather add on weakness in Nvidia. It owns the bottleneck thatโ€™s harder to replace.Iโ€™ll keep tracking how the semis trade through tomorrowโ€™s CPI and the next AI headline. If quality names get cheaper without the fundamentals breaking, Iโ€™ll buy more. Otherwise Iโ€™m staying picky.
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Look, everybodyโ€™s still high-fiving the S&P near 7,800 and chasing Nvidia like itโ€™s the only game in town. Meanwhile the real constraint on AI isnโ€™t more chipsโ€”itโ€™s the electricity to run them. Data centers are power hogs, the grid is strained, and oilโ€™s high while the Fed keeps hiking. Thatโ€™s the mismatch most people are ignoring.My view is simple: the pure AI chip trade has already done the heavy lifting. The next leg belongs to the companies that actually deliver firm, 24/7 power. Iโ€™m putting money into the nuclear operators that just locked in real hyperscaler deals. Constellation Energy (CEG) got a 20-year Google contract to upgrade existing reactors. Vistra (VST) just landed a $4.2 billion DOE loan for its nuclear fleet and already has long-term deals with Amazon and Meta. These arenโ€™t speculative โ€œmaybe somedayโ€ storiesโ€”theyโ€™re contracted megawatts with big-tech offtakers. Iโ€™m not dumping the Mag7. Iโ€™m just shifting the edge of the portfolio toward the power bottleneck instead of more of the same silicon. Thatโ€™s the differentiation: fewer people are treating electricity as the scarce resource.Iโ€™ll keep tracking CEG and VST as new power-purchase agreements hit and earnings show up. If the AI build-out keeps accelerating, these should keep compounding. If the power deals stall, Iโ€™ll say so.
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Don Cameron retweeted
๐Ÿš€๐—ง๐—ผ๐—ฑ๐—ฎ๐˜†'๐˜€ ๐—ž๐—˜๐—ฌ ๐—ช๐—”๐—ง๐—–๐—›๐—Ÿ๐—œ๐—ฆ๐—ง ๐ŸŒŸ $AKAM +5.2% to $116.15. A seven-year, $11.6B Anthropic cloud commitment is a major catalyst, but shares have faded well below the open. Watching whether buyers step back in. A big contract still comes with big spending and execution risk. ๐ŸŒŸ $MRVL +2.1% to $264.27. Seaportโ€™s recent Buy initiation adds support to the AI infrastructure story. Watching a retest of the $267.48 session high. Helpful analyst backing, but not a new customer order. ๐ŸŒŸ $AIFF +46.2% to $1.74. Todayโ€™s NeuroSigma partnership expands access to its pediatric ADHD treatment through Fireflyโ€™s clinician network. Trading near the $1.77 session high. This is a commercial partnership, not a new FDA clearance, and revenue impact remains unquantified. ๐ŸŒŸ $SRFM +20.4% to $1.11. A recent OperatorOS contract with SkyDance Air supports its aviation software rollout. Watching whether commercial traction builds beyond the headline. The contract is real, but it wasnโ€™t announced today, and profitability remains a concern. ๐ŸŒŸ $APUS +38.6% to $6.82. Its MindWave subsidiary announced an agreement to build and operate AQUAEChain. Strong headline momentum, but shares are roughly 25% below the session high. Watching for stabilization, not chasing the percentage gain. ๐ŸŒŸ $MGLD +93% to $1.93. A $2/share cash buyout agreement explains the surge. Only about 3.6% gross upside remains to the deal price, subject to closing. This belongs on a merger-arbitrage watchlist, not a momentum-chasing list. ๐˜ž๐˜ข๐˜ต๐˜ค๐˜ฉ๐˜ญ๐˜ช๐˜ด๐˜ต ๐˜ฐ๐˜ฏ๐˜ญ๐˜บ. ๐˜•๐˜ฐ๐˜ต ๐˜ช๐˜ฏ๐˜ท๐˜ฆ๐˜ด๐˜ต๐˜ฎ๐˜ฆ๐˜ฏ๐˜ต ๐˜ข๐˜ฅ๐˜ท๐˜ช๐˜ค๐˜ฆ. โœ… DM me to join the free stock discussion. ๐Ÿ”ฅ๐˜๐˜–๐˜“๐˜“๐˜–๐˜ž ๐˜›๐˜๐˜Œ ๐˜Š๐˜ˆ๐˜—๐˜๐˜›๐˜ˆ๐˜“. ๐˜•๐˜–๐˜› ๐˜›๐˜๐˜Œ ๐˜•๐˜–๐˜๐˜š๐˜Œ.๐Ÿ”ฅ #StockMarket #Watchlist #MarketMovers #AI #CloudComputing #Semiconductors #SmallCaps #Trading #MergerArbitrage
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Don Cameron retweeted
49ers DE Nick Bosa suffered a calf injury in practice this week and is expected to miss a few weeks. (via @RapSheet, @AdamSchefter)
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Right now, the most-prescribed Alzheimer's drugs cause brain bleeding or swelling in over a quarter of patients while leaving the disease nearly untouched. Meanwhile, a neurologist has shown that amyloid may actually be protective. It turns out nearly everything we've been told about Alzheimer's is inaccurate. And at the same time, a proven way to treat the real cause is being ignored. The reason you were never told the truth is that the field runs on research now shown to be fraudulent. We waste billions of dollars each year researching the wrong thing. Here are the treatments they buried: midwesterndoctor.com/p/the-gโ€ฆ
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โค๏ธโ€๐Ÿ”ฅJUST IN: U.S. agriculture is getting squeezed from both sides โ€” softer grain demand expectations while diesel and fertilizer costs stay elevated. Farmer margins remain the key story.
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Don Cameron retweeted
๐Ÿ”ฅ๐—ง๐—ผ๐—ฑ๐—ฎ๐˜†โ€™๐˜€ ๐—ฝ๐—ฟ๐—ฒ๐—บ๐—ฎ๐—ฟ๐—ธ๐—ฒ๐˜ ๐˜„๐—ฎ๐˜๐—ฐ๐—ต๐—น๐—ถ๐˜€๐˜ ๐˜„๐—ถ๐˜๐—ต ๐˜๐—ต๐—ฒ ๐—ด๐—ฟ๐—ผ๐˜‚๐—ฝ 1. $P ๐—ฃ๐—ฟ๐—ฒ๐—บ๐—ฎ๐—ฟ๐—ธ๐—ฒ๐˜: ~+๐Ÿณ% ๐—ฃ๐—ฟ๐—ฒ๐˜ƒ๐—ถ๐—ผ๐˜‚๐˜€ ๐—ฐ๐—น๐—ผ๐˜€๐—ฒ: $๐Ÿญ๐Ÿฌ๐Ÿต.๐Ÿฒ๐Ÿฑ $P is moving after management laid out a much stronger long-term growth trajectory at its Financial Analyst Meeting. The key message: ๐—”๐—œ ๐—ถ๐—ป๐—ณ๐—ฟ๐—ฎ๐˜€๐˜๐—ฟ๐˜‚๐—ฐ๐˜๐˜‚๐—ฟ๐—ฒ + ๐—ฎ๐—ฐ๐—ฐ๐—ฒ๐—น๐—ฒ๐—ฟ๐—ฎ๐˜๐—ถ๐—ป๐—ด ๐—ด๐—ฟ๐—ผ๐˜„๐˜๐—ต + ๐—ผ๐—ฝ๐—ฒ๐—ฟ๐—ฎ๐˜๐—ถ๐—ป๐—ด ๐—น๐—ฒ๐˜ƒ๐—ฒ๐—ฟ๐—ฎ๐—ด๐—ฒ. Management's longer-term targets point to significantly higher revenue and operating income as AI-related demand scales. ๐ŸŽฏ ๐—ช๐—›๐—ฌ ๐—œ๐—ง ๐— ๐—”๐—ง๐—ง๐—˜๐—ฅ๐—ฆ ๐Ÿ“Œ Stronger long-term growth outlook ๐Ÿ“Œ AI infrastructure remains a major demand driver ๐Ÿ“Œ Operating leverage could expand with scale ๐Ÿ“Œ Fresh company-specific catalyst ๐Ÿ“Œ $P is showing clear premarket relative strength ๐Ÿ‘€ ๐—ช๐—›๐—”๐—ง ๐—œ'๐—  ๐—ช๐—”๐—ง๐—–๐—›๐—œ๐—ก๐—š ๐Ÿ“Œ Does the gap hold after the open? ๐Ÿ“Œ Does opening volume confirm? ๐Ÿ“Œ Do buyers defend the first pullback? ๐Ÿ“Œ Can VWAP become support? ๐Ÿ“Œ Does $P continue outperforming the broader tech tape? โš ๏ธ ๐—ช๐—›๐—”๐—ง ๐—–๐—ข๐—จ๐—Ÿ๐—— ๐—š๐—ข ๐—ช๐—ฅ๐—ข๐—ก๐—š A lot of today's excitement is based on ๐—ณ๐—ผ๐—ฟ๐˜„๐—ฎ๐—ฟ๐—ฑ ๐—ฒ๐˜…๐—ฝ๐—ฒ๐—ฐ๐˜๐—ฎ๐˜๐—ถ๐—ผ๐—ป๐˜€. The stronger the gap, the more execution the market is already pricing in. ๐—ง๐—ต๐—ฒ ๐—ด๐˜‚๐—ถ๐—ฑ๐—ฎ๐—ป๐—ฐ๐—ฒ ๐—ด๐—ผ๐˜ ๐˜๐—ต๐—ฒ ๐—บ๐—ฎ๐—ฟ๐—ธ๐—ฒ๐˜'๐˜€ ๐—ฎ๐˜๐˜๐—ฒ๐—ป๐˜๐—ถ๐—ผ๐—ป. Now I want to see whether the capital stays. 2. $*** This is a higher-risk, under-the-radar setup. The theme: ๐—ฅ๐—ฒ๐˜๐—ฎ๐—ถ๐—น ๐—˜๐˜…๐—ฝ๐—ฎ๐—ป๐˜€๐—ถ๐—ผ๐—ป + ๐—ง๐˜‚๐—ฟ๐—ป๐—ฎ๐—ฟ๐—ผ๐˜‚๐—ป๐—ฑ What caught my attention: ๐Ÿ“Œ Fresh earnings catalyst ๐Ÿ“Œ Strong business-volume growth ๐Ÿ“Œ Rapid retail expansion ๐Ÿ“Œ Improving forward margin outlook ๐Ÿ“Œ Clear independent premarket strength This is a much smaller company than $P โ€” and the risk is significantly higher. ๐ŸŽฏ ๐—ช๐—›๐—ฌ ๐—œ๐—ง ๐— ๐—”๐—ง๐—ง๐—˜๐—ฅ๐—ฆ Growth alone isn't enough. But combine: ๐—•๐˜‚๐˜€๐—ถ๐—ป๐—ฒ๐˜€๐˜€ ๐—ด๐—ฟ๐—ผ๐˜„๐˜๐—ต ๐Ÿ“Œ Retail expansion ๐Ÿ“Œ Improving margin outlook ๐Ÿ“Œ Fresh company-specific catalyst ๐Ÿ“Œ Independent relative strength โ€ฆand it's worth watching. ๐Ÿ‘€ ๐—ช๐—›๐—”๐—ง ๐—œ'๐—  ๐—ช๐—”๐—ง๐—–๐—›๐—œ๐—ก๐—š ๐Ÿ“Œ Does opening volume confirm? ๐Ÿ“Œ Can buyers defend the first pullback? ๐Ÿ“Œ Does VWAP become support? ๐Ÿ“Œ Does the market reward the turnaround story? Most importantly: ๐—œ๐˜€ ๐˜๐—ต๐—ฒ ๐˜ƒ๐—ผ๐—น๐˜‚๐—บ๐—ฒ ๐—ฎ๐—ฐ๐—ฐ๐˜‚๐—บ๐˜‚๐—น๐—ฎ๐˜๐—ถ๐—ผ๐—ป โ€” ๐—ผ๐—ฟ ๐—ฑ๐—ถ๐˜€๐˜๐—ฟ๐—ถ๐—ฏ๐˜‚๐˜๐—ถ๐—ผ๐—ป? โš ๏ธ ๐—ช๐—›๐—”๐—ง ๐—–๐—ข๐—จ๐—Ÿ๐—— ๐—š๐—ข ๐—ช๐—ฅ๐—ข๐—ก๐—š ๐Ÿ“Œ Profitability remains a question ๐Ÿ“Œ Turnaround still needs execution ๐Ÿ“Œ Smaller-cap liquidity risk ๐Ÿ“Œ High volatility I'm not interested in chasing the opening move. ๐—œ ๐˜„๐—ฎ๐—ป๐˜ ๐˜๐—ผ ๐˜€๐—ฒ๐—ฒ ๐˜„๐—ต๐—ฒ๐˜๐—ต๐—ฒ๐—ฟ ๐—ฏ๐˜‚๐˜†๐—ฒ๐—ฟ๐˜€ ๐˜€๐˜๐—ฎ๐˜† ๐—ฎ๐—ณ๐˜๐—ฒ๐—ฟ ๐˜๐—ต๐—ฒ ๐—ณ๐—ถ๐—ฟ๐˜€๐˜ ๐—ฟ๐—ฒ๐—ฎ๐—น ๐—ฝ๐˜‚๐—น๐—น๐—ฏ๐—ฎ๐—ฐ๐—ธ. ๐Ÿ“ฃ Setups, key levels, and trade scenarios are already being mapped out in the group. ๐—ช๐—ฒ๐—น๐—ฐ๐—ผ๐—บ๐—ฒ ๐˜๐—ผ ๐—ถ๐—ฑ๐—ฒ๐—ป๐˜๐—ถ๐—ณ๐˜† ๐—ถ๐˜. ๐Ÿ”ฅ ๐˜๐˜–๐˜“๐˜“๐˜–๐˜ž ๐˜›๐˜๐˜Œ ๐˜Š๐˜ˆ๐˜—๐˜๐˜›๐˜ˆ๐˜“. ๐˜•๐˜–๐˜› ๐˜›๐˜๐˜Œ ๐˜•๐˜–๐˜๐˜š๐˜Œ. ๐Ÿ”ฅ #Stocks #StockMarket #AI #GrowthStocks #Premarket #Trading #CapitalFlow
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๐Ÿ‡บ๐Ÿ‡ธ U.S. soybeans are moving higher as markets watch todayโ€™s U.S.โ€“China talks for potential progress on agricultural trade. China has committed to buying 25M metric tons of U.S. soybeans annually through 2028, while U.S. farm groups are pushing for stronger purchase commitments and tariff relief. ๐Ÿง‘โ€๐ŸŒพSoybean futures are around $13.25/bu, with Chinese demand becoming one of the biggest catalysts for the next leg in U.S. agriculture. Successful Farming. The key question: does trade optimism turn into real purchase orders? #Agriculture #Soybeans #Commodities
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Don Cameron retweeted
Breaking: Further testing today revealed Giants QB Jaxson Dartโ€™s knee injury is worse than initially thought, and the team and Dart now are facing the possibility of season-ending knee surgery, sources tell ESPN. Of all the QB injuries suffered in Week 2, Dartโ€™s is turning out to easily be the most significant.
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Oh, plants are seriously powerful. Thatโ€™s why I love growing them.
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Don Cameron retweeted
๐Ÿ”ฅ๐—ง๐—ผ๐—ฑ๐—ฎ๐˜†โ€™๐˜€ ๐—ฝ๐—ฟ๐—ฒ๐—บ๐—ฎ๐—ฟ๐—ธ๐—ฒ๐˜ ๐˜„๐—ฎ๐˜๐—ฐ๐—ต๐—น๐—ถ๐˜€๐˜ ๐˜„๐—ถ๐˜๐—ต ๐˜๐—ต๐—ฒ ๐—ด๐—ฟ๐—ผ๐˜‚๐—ฝ 1. $IONQ ๐—ฃ๐—ฟ๐—ฒ๐—บ๐—ฎ๐—ฟ๐—ธ๐—ฒ๐˜: ~+๐Ÿญ๐Ÿฎ% ๐—ฃ๐—ฟ๐—ฒ๐˜ƒ๐—ถ๐—ผ๐˜‚๐˜€ ๐—ฐ๐—น๐—ผ๐˜€๐—ฒ: $๐Ÿฐ๐Ÿฌ.๐Ÿณ๐Ÿฐ IonQ is moving after announcing progress in one of quantum computing's biggest bottlenecks: ๐—ค๐˜‚๐—ฎ๐—ป๐˜๐˜‚๐—บ ๐—ฒ๐—ฟ๐—ฟ๐—ผ๐—ฟ ๐—ฐ๐—ผ๐—ฟ๐—ฟ๐—ฒ๐—ฐ๐˜๐—ถ๐—ผ๐—ป. The company demonstrated an end-to-end real-time decoder capable of handling hundreds of logical qubits using conventional CPU hardware. ๐ŸŽฏ ๐—ช๐—›๐—ฌ ๐—œ๐—ง ๐— ๐—”๐—ง๐—ง๐—˜๐—ฅ๐—ฆ ๐Ÿ“Œ Error correction is critical to fault-tolerant quantum computing ๐Ÿ“Œ Real-time decoding could reduce infrastructure complexity ๐Ÿ“Œ Quantum names are showing broader sector strength ๐Ÿ“Œ $IONQ is clearly outperforming the market premarket ๐Ÿ‘€ ๐—ช๐—›๐—”๐—ง ๐—œ'๐—  ๐—ช๐—”๐—ง๐—–๐—›๐—œ๐—ก๐—š ๐Ÿ“Œ Does the +10% gap hold? ๐Ÿ“Œ Does opening volume expand? ๐Ÿ“Œ Do buyers defend the first pullback? ๐Ÿ“Œ Can $IONQ stay above VWAP? ๐Ÿ“Œ Does the broader quantum group confirm? โš ๏ธ ๐—ช๐—›๐—”๐—ง ๐—–๐—ข๐—จ๐—Ÿ๐—— ๐—š๐—ข ๐—ช๐—ฅ๐—ข๐—ก๐—š This is a technology milestone โ€” not an immediate revenue event. And after a double-digit gap, expectations are already elevated. ๐—ง๐—ต๐—ฒ ๐˜๐—ฒ๐—ฐ๐—ต๐—ป๐—ผ๐—น๐—ผ๐—ด๐˜† ๐—ด๐—ผ๐˜ ๐˜๐—ต๐—ฒ ๐—บ๐—ฎ๐—ฟ๐—ธ๐—ฒ๐˜'๐˜€ ๐—ฎ๐˜๐˜๐—ฒ๐—ป๐˜๐—ถ๐—ผ๐—ป. 2.$*** This is a much higher-risk, under-the-radar setup. The theme: ๐—”๐—œ + ๐——๐—ฟ๐˜‚๐—ด ๐——๐—ถ๐˜€๐—ฐ๐—ผ๐˜ƒ๐—ฒ๐—ฟ๐˜† / ๐—ฃ๐—ฟ๐—ฒ๐—ฐ๐—ถ๐˜€๐—ถ๐—ผ๐—ป ๐— ๐—ฒ๐—ฑ๐—ถ๐—ฐ๐—ถ๐—ป๐—ฒ What caught my attention: ๐Ÿ“Œ Recent insider buying ๐Ÿ“Œ CEO and CFO putting capital into the stock ๐Ÿ“Œ AI-driven drug-discovery exposure ๐Ÿ“Œ Abnormal premarket activity ๐Ÿ“Œ Strong independent price action This is a much smaller company than $IONQ โ€” and the risk is significantly higher. ๐ŸŽฏ ๐—ช๐—›๐—ฌ ๐—œ๐—ง ๐— ๐—”๐—ง๐—ง๐—˜๐—ฅ๐—ฆ Insider buying alone isn't enough. But combine: ๐—œ๐—ป๐˜€๐—ถ๐—ฑ๐—ฒ๐—ฟ ๐—ฏ๐˜‚๐˜†๐—ถ๐—ป๐—ด ๐Ÿ“Œ AI drug discovery ๐Ÿ“Œ abnormal volume ๐Ÿ“Œ double-digit price confirmation and it's worth watching. ๐Ÿ‘€ ๐—ช๐—›๐—”๐—ง ๐—œ'๐—  ๐—ช๐—”๐—ง๐—–๐—›๐—œ๐—ก๐—š ๐Ÿ“Œ Can it hold most of the premarket gap? ๐Ÿ“Œ Does abnormal volume continue? ๐Ÿ“Œ Does the first pullback form a higher low? ๐Ÿ“Œ Can VWAP become support? Most importantly: ๐—œ๐˜€ ๐˜๐—ต๐—ฒ ๐˜ƒ๐—ผ๐—น๐˜‚๐—บ๐—ฒ ๐—ฎ๐—ฐ๐—ฐ๐˜‚๐—บ๐˜‚๐—น๐—ฎ๐˜๐—ถ๐—ผ๐—ป โ€” ๐—ผ๐—ฟ ๐—ฑ๐—ถ๐˜€๐˜๐—ฟ๐—ถ๐—ฏ๐˜‚๐˜๐—ถ๐—ผ๐—ป? โš ๏ธ ๐—ช๐—›๐—”๐—ง ๐—–๐—ข๐—จ๐—Ÿ๐—— ๐—š๐—ข ๐—ช๐—ฅ๐—ข๐—ก๐—š ๐Ÿ“Œ Very small market cap ๐Ÿ“Œ Loss-making business ๐Ÿ“Œ Financing / dilution risk ๐Ÿ“Œ Nasdaq listing risk ๐Ÿ“Œ High volatility I'm not interested in chasing the percentage gain. I want to see whether buyers stay after the opening volatility. ๐Ÿ“ฃ Setups, key levels, and trade scenarios are already being mapped out in the group. Welcome to identify it. ๐Ÿ”ฅ๐˜๐˜–๐˜“๐˜“๐˜–๐˜ž ๐˜›๐˜๐˜Œ ๐˜Š๐˜ˆ๐˜—๐˜๐˜›๐˜ˆ๐˜“. ๐˜•๐˜–๐˜› ๐˜›๐˜๐˜Œ ๐˜•๐˜–๐˜๐˜š๐˜Œ.๐Ÿ”ฅ #IONQ #Stocks #StockMarket #QuantumComputing #AI #GrowthStocks #CapitalFlow
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Don Cameron retweeted
๐Ÿ“ข๐——๐—œ๐—— ๐—ง๐—›๐—˜ ๐—–๐—”๐—ฃ๐—œ๐—ง๐—”๐—Ÿ ๐—ฆ๐—ง๐—”๐—ฌ? This morning we started with two names. One AI infrastructure play. One hidden biotech growth story. Now the market is closed. ๐——๐—ถ๐—ฑ ๐˜๐—ต๐—ฒ ๐—ฐ๐—ฎ๐—ฝ๐—ถ๐˜๐—ฎ๐—น ๐˜€๐˜๐—ฎ๐˜†? 1. $VICR ๐—–๐—น๐—ผ๐˜€๐—ฒ: ~$268.34 ๐—ง๐—ผ๐—ฑ๐—ฎ๐˜†: ~+19.85% Vicor started the day with a strong premarket gap โ€” and buyers largely defended it through the session. The catalyst was fundamental: Q3 sequential revenue growth guidance was raised from roughly ๐Ÿญ๐Ÿฌ% ๐˜๐—ผ ๐—บ๐—ผ๐—ฟ๐—ฒ ๐˜๐—ต๐—ฎ๐—ป ๐Ÿฎ๐Ÿฌ%, helped by royalties tied to its AI power-delivery technology. ๐— ๐˜† ๐—ฟ๐—ฒ๐—ฎ๐—ฑ: ๐Ÿ“Catalyst confirmed. ๐Ÿ“Price confirmed. ๐—–๐—ฎ๐—ฝ๐—ถ๐˜๐—ฎ๐—น ๐˜€๐˜๐—ฎ๐˜†๐—ฒ๐—ฑ. 2. $VKTX ๐—–๐—น๐—ผ๐˜€๐—ฒ: $๐Ÿฐ๐Ÿฌ.85 ๐—ง๐—ผ๐—ฑ๐—ฎ๐˜†: +๐Ÿฏ5.67% ๐—ฉ๐—ผ๐—น๐˜‚๐—บ๐—ฒ: ~๐Ÿฏ๐Ÿฌ.๐Ÿฐ๐—  ๐——๐—ฎ๐˜† ๐—ต๐—ถ๐—ด๐—ต: $๐Ÿฐ๐Ÿญ.๐Ÿญ๐Ÿฏ This was today's ๐—›๐—ถ๐—ฑ๐—ฑ๐—ฒ๐—ป ๐—ฃ๐—ถ๐—ฐ๐—ธ โ€” and it delivered the cleaner capital-flow signal. VKTX closed dramatically above yesterday's $๐Ÿฏ๐Ÿฌ.๐Ÿญ๐Ÿญ, with volume roughly six times the previous session. The driver was fresh VK2735 obesity-treatment data, which pushed investors to reassess Viking's potential position in the GLP-1 market. ๐— ๐˜† ๐—ฟ๐—ฒ๐—ฎ๐—ฑ: ๐Ÿ“Catalyst confirmed. ๐Ÿ“Volume confirmed. ๐Ÿ“Relative strength confirmed. ๐—ง๐—ต๐—ฒ ๐—ฐ๐—ฎ๐—ฝ๐—ถ๐˜๐—ฎ๐—น ๐˜€๐˜๐—ฎ๐˜†๐—ฒ๐—ฑ. The risk tomorrow is obvious: After a +30% day, the test becomes ๐—ฟ๐—ฒ๐˜๐—ฒ๐—ป๐˜๐—ถ๐—ผ๐—ป, not another chase. ๐Ÿ“Œ ๐—š๐—ฟ๐—ผ๐˜‚๐—ฝโ€™๐˜€ ๐—ฎ๐—ฑ๐—ฑ๐—ถ๐˜๐—ถ๐—ผ๐—ป๐—ฎ๐—น ๐—ธ๐—ฒ๐˜†-๐˜„๐—ฎ๐˜๐—ฐ๐—ต๐—น๐—ถ๐˜€๐˜: ๐ŸŒŸ $ONON ๐—–๐—น๐—ผ๐˜€๐—ฒ: ~$๐Ÿฎ๐Ÿต.๐Ÿฐ๐Ÿฌ ๐—ง๐—ผ๐—ฑ๐—ฎ๐˜†: ~+๐Ÿณ.๐Ÿฒ๐Ÿญ% On announced its first $๐Ÿญ๐—• ๐˜€๐—ต๐—ฎ๐—ฟ๐—ฒ-๐—ฏ๐˜‚๐˜†๐—ฏ๐—ฎ๐—ฐ๐—ธ ๐—ฎ๐˜‚๐˜๐—ต๐—ผ๐—ฟ๐—ถ๐˜‡๐—ฎ๐˜๐—ถ๐—ผ๐—ป and laid out 2029 targets including high-teens constant-currency sales growth and EBITDA margins above 22%. ๐—ช๐—ฎ๐˜๐—ฐ๐—ต: Can today's repricing hold after the Investor Day excitement fades? ๐ŸŒŸ $AZO ๐—–๐—น๐—ผ๐˜€๐—ฒ: ~$๐Ÿฎ,๐Ÿด๐Ÿต๐Ÿฌ.๐Ÿฌ๐Ÿด ๐—ง๐—ผ๐—ฑ๐—ฎ๐˜†: ~+๐Ÿฏ.๐Ÿญ๐Ÿฌ% AutoZone delivered stronger-than-expected EPS, helping the stock post its best session in more than two years despite softer revenue and same-store sales. ๐—ช๐—ฎ๐˜๐—ฐ๐—ต: Whether earnings buyers defend today's breakout. ๐ŸŒŸ $MAZE ๐—–๐—น๐—ผ๐˜€๐—ฒ: ~$๐Ÿฎ๐Ÿด.๐Ÿฏ๐Ÿด ๐—ง๐—ผ๐—ฑ๐—ฎ๐˜†: ~+๐Ÿฎ๐Ÿฒ.๐Ÿณ๐Ÿฑ% Interesting setup because the catalyst came from a competitor. Positive Vertex APOL1 kidney-disease data validated the same biological target being pursued by Maze's ๐— ๐—ญ๐—˜๐Ÿด๐Ÿฎ๐Ÿต, driving a major sympathy repricing. ๐—ช๐—ฎ๐˜๐—ฐ๐—ต: Whether sector validation turns into sustained accumulation rather than a one-day read-through. ๐ŸŒŸ $FEAM ๐—–๐—น๐—ผ๐˜€๐—ฒ: ~$๐Ÿฎ.๐Ÿต๐Ÿฐ ๐—ง๐—ผ๐—ฑ๐—ฎ๐˜†: ~+๐Ÿญ๐Ÿด.55% The move came with meaningful small-cap momentum and puts the name back on the radar as capital continues to look for exposure beyond the most obvious AI trades. Late-session data showed FEAM around $๐Ÿฎ.๐Ÿต๐Ÿฐ, +๐Ÿญ๐Ÿด.๐Ÿฏ๐Ÿฑ%. The risk is much higher here than ONON or AZO because of size, liquidity and capital requirements. TODAY'S CAPITAL MAP $๐—ฉ๐—œ๐—–๐—ฅ โ†’ ๐—”๐—œ ๐—ฃ๐—ผ๐˜„๐—ฒ๐—ฟ ๐——๐—ฒ๐—น๐—ถ๐˜ƒ๐—ฒ๐—ฟ๐˜† $๐—ฉ๐—ž๐—ง๐—ซ โ†’ ๐—ข๐—ฏ๐—ฒ๐˜€๐—ถ๐˜๐˜† / ๐—š๐—Ÿ๐—ฃ-๐Ÿญ $๐—ข๐—ก๐—ข๐—ก โ†’ ๐—–๐—ผ๐—ป๐˜€๐˜‚๐—บ๐—ฒ๐—ฟ ๐—š๐—ฟ๐—ผ๐˜„๐˜๐—ต $๐—”๐—ญ๐—ข โ†’ ๐—˜๐—ฎ๐—ฟ๐—ป๐—ถ๐—ป๐—ด๐˜€ $๐— ๐—”๐—ญ๐—˜ โ†’ ๐—•๐—ถ๐—ผ๐˜๐—ฒ๐—ฐ๐—ต $๐—™๐—˜๐—”๐—  โ†’ ๐—–๐—ฟ๐—ถ๐˜๐—ถ๐—ฐ๐—ฎ๐—น ๐— ๐—ฎ๐˜๐—ฒ๐—ฟ๐—ถ๐—ฎ๐—น๐˜€ What I like about today's tape: ๐Ÿ“The winners weren't all coming from the same theme. ๐Ÿ“AI infrastructure worked. ๐Ÿ“Biotech worked. ๐Ÿ“Consumer growth worked. ๐Ÿ“Earnings worked. That tells me capital is becoming ๐—บ๐—ผ๐—ฟ๐—ฒ ๐˜€๐—ฒ๐—น๐—ฒ๐—ฐ๐˜๐—ถ๐˜ƒ๐—ฒ โ€” ๐—ฏ๐˜‚๐˜ ๐—ฎ๐—น๐˜€๐—ผ ๐—ฏ๐—ฟ๐—ผ๐—ฎ๐—ฑ๐—ฒ๐—ฟ. Tomorrow I'm not asking which stock can repeat today's percentage gain. I'm asking: ๐—ช๐—ต๐—ถ๐—ฐ๐—ต ๐—ผ๐—ป๐—ฒ ๐—ฐ๐—ฎ๐—ป ๐—ต๐—ผ๐—น๐—ฑ ๐˜๐—ต๐—ฒ ๐—ณ๐—ถ๐—ฟ๐˜€๐˜ ๐—ฟ๐—ฒ๐—ฎ๐—น ๐—ฝ๐˜‚๐—น๐—น๐—ฏ๐—ฎ๐—ฐ๐—ธ? ๐Ÿ”ฅ๐˜๐˜–๐˜“๐˜“๐˜–๐˜ž ๐˜›๐˜๐˜Œ ๐˜Š๐˜ˆ๐˜—๐˜๐˜›๐˜ˆ๐˜“. ๐˜•๐˜–๐˜› ๐˜›๐˜๐˜Œ ๐˜•๐˜–๐˜๐˜š๐˜Œ.๐Ÿ”ฅ
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Don Cameron retweeted
๐Ÿš€ $VICR has exploded into focus today, trading around $254.48 and up roughly 13.66%, as traders react to sharply raised Q3 revenue guidance driven by new AI power-delivery patent royalties. โญ๏ธ$VKTX was todayโ€™s hidden ticker. And so far, it is clearly the stronger setup. $VKTX surged roughly ๐Ÿฎ๐Ÿฑ%โ€“๐Ÿฏ๐Ÿฌ% this morning after Viking Therapeutics released new data for its experimental obesity drug ๐—ฉ๐—ž๐Ÿฎ๐Ÿณ๐Ÿฏ๐Ÿฑ. ๐Ÿ๐— ๐—ข๐—ฅ๐—ก๐—œ๐—ก๐—š ๐—ฆ๐—ก๐—”๐—ฃ๐—ฆ๐—›๐—ข๐—ง ๐Ÿ“ Previous close: $๐Ÿฏ๐Ÿฌ.๐Ÿญ๐Ÿญ ๐Ÿ“ Morning move: ~+๐Ÿฎ๐Ÿฑ% ๐˜๐—ผ +๐Ÿฏ๐Ÿฌ% ๐Ÿ“ Fresh company-specific catalyst ๐Ÿ“ One of today's strongest independent growth-stock moves This isn't Nasdaq beta. This is a direct response to new clinical data. ๐ŸŽฏ WHAT CHANGED The interesting part isn't simply that VK2735 produced weight loss. It's what happened when patients ๐—ฟ๐—ฒ๐—ฑ๐˜‚๐—ฐ๐—ฒ๐—ฑ ๐—ฑ๐—ผ๐˜€๐—ถ๐—ป๐—ด ๐—ณ๐—ฟ๐—ฒ๐—พ๐˜‚๐—ฒ๐—ป๐—ฐ๐˜†. Patients switching to every-other-week dosing retained roughly ๐Ÿต๐Ÿฌ% of their previous weight loss. Monthly dosing retained roughly ๐Ÿด๐Ÿฑ%. The placebo group retained only about ๐Ÿฒ๐Ÿญ%. That matters because one of the biggest questions surrounding GLP-1 obesity drugs is: ๐—ช๐—ต๐—ฎ๐˜ ๐—ต๐—ฎ๐—ฝ๐—ฝ๐—ฒ๐—ป๐˜€ ๐—ฎ๐—ณ๐˜๐—ฒ๐—ฟ ๐—ฝ๐—ฎ๐˜๐—ถ๐—ฒ๐—ป๐˜๐˜€ ๐—น๐—ผ๐˜€๐—ฒ ๐˜๐—ต๐—ฒ ๐˜„๐—ฒ๐—ถ๐—ด๐—ต๐˜? If maintenance eventually requires fewer injections, that could improve convenience and potentially differentiate VK2735 in an extremely competitive obesity market. ๐ŸŸข THE GOOD ๐Ÿ“ Fresh clinical catalyst ๐Ÿ“ ~30% price reaction ๐Ÿ“ Independent relative strength ๐Ÿ“ Huge addressable obesity market ๐Ÿ“ Less-frequent maintenance dosing creates potential differentiation ๐Ÿ“ Analysts immediately focused on the durability of the maintenance data. โš ๏ธ THE ISSUE This is still biotech. Strong early clinical data โ‰  approved drug. VK2735 still faces: ๐Ÿ“ Further clinical development ๐Ÿ“ Regulatory risk ๐Ÿ“ Competition from Lilly and Novo Nordisk ๐Ÿ“ Capital requirements ๐Ÿ“ Typical biotech volatility So the move deserves attention โ€” ๐—ป๐—ผ๐˜ ๐—ฏ๐—น๐—ถ๐—ป๐—ฑ ๐—ฐ๐—ต๐—ฎ๐˜€๐—ถ๐—ป๐—ด. MY READ ๐Ÿ“Œ ๐—–๐—ฎ๐˜๐—ฎ๐—น๐˜†๐˜€๐˜: ๐—–๐—ข๐—ก๐—™๐—œ๐—ฅ๐— ๐—˜๐—— ๐ŸŸข ๐Ÿ“Œ ๐—ฃ๐—ฟ๐—ถ๐—ฐ๐—ฒ ๐—ฟ๐—ฒ๐—ฎ๐—ฐ๐˜๐—ถ๐—ผ๐—ป: ๐—–๐—ข๐—ก๐—™๐—œ๐—ฅ๐— ๐—˜๐—— ๐ŸŸข ๐Ÿ“Œ ๐—–๐—ฎ๐—ฝ๐—ถ๐˜๐—ฎ๐—น ๐—ณ๐—น๐—ผ๐˜„: ๐—ฆ๐—ง๐—ฅ๐—ข๐—ก๐—š ๐ŸŸข The important part isn't that $VKTX jumped 30%. It's that a ๐—ณ๐—ฟ๐—ฒ๐˜€๐—ต ๐—ฐ๐—ผ๐—บ๐—ฝ๐—ฎ๐—ป๐˜†-๐˜€๐—ฝ๐—ฒ๐—ฐ๐—ถ๐—ณ๐—ถ๐—ฐ ๐—ฐ๐—ฎ๐˜๐—ฎ๐—น๐˜†๐˜€๐˜ ๐—ฝ๐—ฟ๐—ผ๐—ฑ๐˜‚๐—ฐ๐—ฒ๐—ฑ ๐—ถ๐—บ๐—บ๐—ฒ๐—ฑ๐—ถ๐—ฎ๐˜๐—ฒ, ๐—ถ๐—ป๐—ฑ๐—ฒ๐—ฝ๐—ฒ๐—ป๐—ฑ๐—ฒ๐—ป๐˜ ๐—ฟ๐—ฒ๐—น๐—ฎ๐˜๐—ถ๐˜ƒ๐—ฒ ๐˜€๐˜๐—ฟ๐—ฒ๐—ป๐—ด๐˜๐—ต. That's exactly what I want from a Hidden Pick. Will you spot the next hidden ticker before everyone else? #Stocks #StockMarket #Trading #Premarket #VKTX #VICR #Investing
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Don Cameron retweeted
The H1-X has been unveiled: 600+ pre-orders, 70+ test flights, $35M+ raised, 12,000+ investors. Discover how you can become a shareholder today.

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