Can people please stop taking about “what inning AI investment is in”? It’s just going to end in tears. And we all know there’s no crying in baseball.

$CWST is down again. What a trash business. 🤭

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Gotta call out $ALAB here. A lot of the hype deflated from $499+. Would really like it closer to $250. Not just a retimer business anymore. I expect the Scorpio X series products to do really well.

Let’s all decide not to post a $SOFI day chart today. No one wants to see a reversal red.

$CWST finally initiated a position $95 and below. Not correlated to the AI theme (unless they start using AI models to optimize the business), not a X stock, and humans will never stop producing trash.

Stock market pullbacks are healthy and completely normal. This one is actually quite mild. The reason it stings for so many retail “investors” is that they loaded up on hype-driven stocks with weak fundamentals near the top…many of which are now down 50% or more. With time and experience, you’ll learn the importance of risk management and disciplined investing. Don’t take your ball and go home. Stay in the game, reflect on what happened, and turn this into valuable wisdom for the future. 👽🔥

Everyone’s chasing AI plays. $RBRK is quietly building the “who gets to touch your data” layer for the AI boom — ransomware recovery + AI governance in one stack. Underrated company.

😊🙏

Cue all the $SOFI up charts

Anyone else feel the market is just taking turns up and down between AI and software related names?

You can buy a $30+ stock for around $16 right now. $SOFI is still down nearly 50% from its highs, even though the business is much stronger today. The market is still giving you a chance.

👇

Badger Meter $BMI is a high-quality company. Historically, this business has been very expensive. But since its recent earnings were a bit disappointing, the valuation now looks much more reasonable 👇

$BMI not a name many have heard or even hold. But they have a big deployment of water management equipment in H2 2026 for the Puerto Rico PRASA contract. Revenue should return positive as a result. They’ve got great financial disciple (no net debt) and it’s a dividend grower.

RT @Couch_Investor: For all those excited about drones. You might want to look at $AXON You get that and a lot more. Oh and FCF posit…

$ALAB — Astera Labs The quiet giant of AI data center connectivity. Revenue up 93% YoY last quarter. Already profitable, with analysts projecting $4.33/share earnings by 2027. Almost nobody is talking about it.

$ALAB gaining momentum. Looking to push past 2025 highs.

Outside of Micron, obviously, There are two names which the market is grossly trying to squeeze out 1.) Silver $SLV 2.) Astera Labs $ALAB Both silver and alab right now are is if you were buying Micron at $500 during its early breakout phase

$ALAB quietly recovering from post earnings drop. Look for it to go beyond the sep25 highs. Who’s going to connect all these chips? 🤔