Investors Underground

"ISCO showed how weekend TV/news coverage can drive a major gap-up move (he put most net worth in after it was announced to be on TV, locked ~120k, and the stock later surged much higher), reinforcing that momentum catalysts can have real follow-through."

"CCJ is basing for months and the uranium setup looks like it could finally start trending higher from the open, making it a compelling daily continuation watch."

"CIFR is holding up well despite unimpressive sales, and the stock’s long base plus a firm sector tape is setting it up for a potential continuation move if it starts getting momentum."

"FLY looks like an upside continuation candidate after an earnings gap-up on a beat and improved guidance even with still-negative EPS, assuming the stock trends instead of stalling."

"GLW is consolidating and the KOL’s bias is to wait for a renewed morning trend with volume over key levels (around the prior day’s highs) before getting interested."

"LUNR could be a continuation long if it shakes out around the 24 area and then holds for follow-through toward roughly the mid-20s (around 26)."

"RKLB looks technically strong in its base and is on watch ahead of earnings on the 7th, with the expectation that price action in the lead-up could matter for near-term continuation."

"HUT’s blend of crypto exposure and data-center infrastructure makes it a candidate for earnings front-running today, aligning with the broader melt-up environment."

"PLTR is currently struggling to gain steam despite a market melt-up, so if it fails to push versus the red-to-green level early (around the 146–147 congestion) the KOL wants to participate on the short side."

"CRCL is trending strongly after a ~30% run and the setup calls for continuation—ideally a wash early into the 121s/120s—then building a long position off the new lows."

"AXTI has had a sharp run but the KOL says the fundamentals don’t justify triple-digit pricing, so the preference is to look for weakness (not a full reversal) while staying with price action if it stays above VWAP."

"DGXX is a short-side watch if it can’t hold the newly lost ~580s support and then pops higher (into the mid-620s/650s) before failing back under that level."

"CLN may offer long opportunity if it absorbs the upcoming offering-related overhang, finds a base, and reclaims VWAP with strength (otherwise the trade is not favored)."

"SMH should be treated as a trend-following long rather than a fade target because the trend can persist far longer than traders expect unless a clear news/earnings catalyst breaks it."

"MU is in a still-early AI memory demand cycle where explosive earnings/revenue growth from constrained supply can keep the stock looking proportionally cheaper at higher prices until supply ramps change the cycle."

"SNDK is benefiting from the AI-driven surge in memory demand where constrained supply and parabolic earnings/revenue growth make the valuation look paradoxically cheaper as the cycle progresses."

"BE fits the same constrained-supply mega-trend playbook as other AI-adjacent winners, so despite a stop-out the long bias remains intact."

"AEHR is showing a bullish technical transition after a dip—its consolidation and renewed push higher suggest the AI-trade tailwind is still working."

"CAR’s bounce is structurally harder after a suspected fund dumping that increased free float and therefore made the squeeze dynamics less favorable."

"AMD looks fundamentally and technically supported by ongoing supply/demand imbalance as AI-driven CPU demand remains in focus after Intel’s catalyst."