So this isn’t really surprising to me. It’s good news for my ETN and VRT
Inspiring article and also a nice tip of an investment area to look at.
Rotated large amounts into NOW and CRM and MSFT and ADBE and DIA and META and mags and finally rebought into Palantir , wish me luck. Have another minor portion in lilly , NVO and V and European financial funds. Reason for software focus is their earnings are still really great , valuations low and feel AI scare is way overblown and I see the big sectoral rotation already happening. A lot of wall street now is about what they call momentum which means following sectoral rotation trends. AI stocks are still churning out huge money but the momentum is moving to other sectors they book their profits and move to other places.
I’m out of memory stocks now, booked some good profits and get to sleep better. Keeping Google, TSMC, Nividia and AVGO and AmD and ASX for moment. Keeping a few space stocks and quantum until they catch a bid again. Will soon start rebuyimg into crypto if BTC drops below 60k.
Sectoral rotation makes it hard to just sit on same stocks all the time.or one sector.too long. They are moving money thru sectors every six or 12 months , crypto, gold and metals, AI hardware, oil , energy, and now looks like back to software, healthcare and finance.and industrials .
Yeah, that’s why I prefer longer time frames .
So this is going to directly affect drones.
So, my rare earth stack is (once again) UUUU, NB, and a larger position in MP.
NB- my only Canadian asset, came into some
Good news yesterday and it signals IMO the end of their anonymity in the RE space. My position has been beaten down, but I think that is over.
From Gemini: The Breakdown: What Just Happened?
Neo didn’t just put out a standard quarterly beat; they radically shifted their entire financial trajectory for the year by hiking their full-year 2026 Adjusted EBITDA guidance to $140 million – $150 million.
To put that numbers-bomb into analyst context:
Their original guidance was $100M – $110M. This is a 38% upward revision at the midpoint.
More importantly, it is a staggering 90% explosion over the $76 million they brought home in full-year
And CRCL got some good news— for you crypto investors. Stablecoin issuer Circle was approved to operate as a bank: What to know
$666 today. Consider getting out if in for the free money swing trade, or at least keeping an eye on it running into earnings. If I wanted to keep it for a short run, I’d sell now and buy a call for earnings. Still good price to hold for long term.
MP Materials posts record rare earth output, expands U.S. magnet capacity
©Getty Images
Record rare earth output: MP Materials produced 917 metric tons of NdPr in Q1 2026, a 63% increase from last year, alongside record rare earth oxide output.
Expanding magnet production: The Independence facility in Texas and upcoming 10X plant will boost U.S. magnet capacity to 10,000 MT annually by 2028.
Strategic supply chain boost: These expansions aim to strengthen domestic production for critical industries, reducing reliance on foreign rare earth sources.
Next getting into free money territory stock.. nflx. Buy now at a bit higher risk running into earnings (but hoping for that pop), but if it drops on earnings, get ready to load up.
Good numbers for AI coming out of China.
Good news for TSMC
Wow, IBM taking a big hit!
CLSK getting big boost.
Interesting day.
“In the last few weeks of June, we saw clients shift their quarterly capex spend toward servers, storage, and memory purchases to secure supply constrained infrastructure ahead of expected price increases.”
CIOs looked at the memory shortage and decided that securing hardware before prices rise mattered more than renewing software deals.
DRAM still on.
Yeah it a a good sign for
MU .
IBM will recover.
South Korean stock YouTuber reportedly stabbed by a viewer who lost money after following his investment advice.
Now we know why! Possibly being acquired.. follow the insiders and politicians..
Is this robotics stock a potential 10-bagger?
I own SERV, but on a curiosity whim. If I get a 2 bagger out of it, I’ll be happy. I like the bots but the humanoid ones are bs in my book. I want boxes with wheels on earth and boxes with tentacles on the moon. 
Seems like they’re both going down.
NETFLIX SHARES FALL 9.5% AFTER 3Q FORECAST TRAILS ESTIMATES
You sticking with Alab or even adding?
Wonder how much more it can fall.