$Astera Labs, Inc.(ALAB)$. Many retail investors have never heard of it. Yet its connectivity products are critical inside AI servers. Its strong performance reflects the “picks and shovels” side of AI.

Yes buy it right now! So low

We just witnessed an historic month of gains. According to the data highlighted in image.png, US stocks climbed steadily through May to finish at fresh record highs: • The S&P 500 finished +5.15%, closing at 7,580. • The NASDAQ finished +8.36%, closing at 26,972. • The NASDAQ 100 crossed the monumental 30,000 milestone for the first time, closing at 30,333. Is it a healthy bull or a hollow top? (The [IDEA] Thesis) While the surface numbers are breathtaking, this rally presents a unique "hollow top" risk. The heavy lifting is being done almost entirely by a select group of mega-cap AI and semiconductor leaders. This concentration means the broader market isn't as robust as the indexes suggest. It isn't a bubble—because these tech giants are backing up their valuations with massive, real

For week ending Fri, 29 May 2026, no economic reports could derail the final trading week of May 2026 as US market decided to close on a high, Not even simmering tension and flares between US & Iran, as pockets of warring clashes erupted throughout the week. In short, the US market was simply on a roll. Following the brief Memorial Day holiday (25 May 2026) reprieve, institutional and retail capital alike poured into equities, enabling major benchmarks to book monumental milestones. (see below) The DJIA. On Fri, 29 May 2026, the Dow closed the week at 51,032.46: (see above) For the day, it was up by +0.72% or 363.49 points. For the week, it was up by +0.9% or 452.76 points. This is a significant moment for the Dow because it is not a technology-heavy index, like Nasdaq. Its surge above

Coming off a powerhouse May where the $NASDAQ(.IXIC)$ surged roughly 8% to cross into historic territory around the 26,900 mark, the big question is whether this momentum can carry through June. The short answer: Yes, the momentum is strong enough to trigger new highs, but the index is entering a "show-me" phase where headline volatility will increase. The global AI frenzy remains the primary engine, but June introduces significant macro data and structural updates that will test this rally's staying power. Can the Nasdaq Create Another New High in June? The underlying fundamental case for the Nasdaq remains robust, but further gains will likely be tactical rather than a straight line up. The Bull Catalyst: Unprecedented AI infrastructure spendin

Nasdaq 100 Shatters 30K: A Historic AI Supercycle or a Dangerous Melt-Up Trap? May just closed out with a massive, unrelenting rally that left the bears entirely decimated. US stocks climbed steadily throughout the month, finishing at fresh record highs. The S&P 500 packed on a solid +5.15%, closing at 7,580, but the absolute showstopper was tech. The NASDAQ Composite surged an incredible +8.36% to close at 26,972, while the NASDAQ 100 shattered the 30,000 barrier for the first time in history, closing at 30,333. Unsurprisingly, AI and tech leaders were the dominant engines driving this global frenzy. But as we cross into June, the risk profile is shifting dramatically. 1️⃣ The AI Mega-Cap Concentration: Healthy Bull or Hollow Top? The most important question right now is whether this

Yes, it will continue into June

Yurrrrrr we seemed this we see it

At GTC Taipei 2026, NVIDIA rolled out more than a dozen major announcements. The lineup was broad: Vera, a data center CPU built for AI agents; RTX Spark, a platform for personal AI PCs; DGX Station for Windows, a desktop AI supercomputer for enterprises; new robotics foundation models; autonomous driving platforms; and a broader AI factory stack. This was not just a product launch. It felt more like Jensen Huang laying out NVIDIA’s roadmap for the next stage of AI. The first AI boom put NVIDIA at the center of AI compute. This new roadmap points to a bigger ambition: NVIDIA does not just want to sell GPUs into the AI cycle. It wants to become the infrastructure layer underpinning the next generation of AI applications. 1. Vera: A CPU Built for the Agent Era AI demand is moving from pure t

I wonder if this will continue I hope it will .  When will it drop idk . If it drops ah well rip

Amazing May To Be Followed by Phenomenal June? 🌟🌟🌟It is simply amazing that despite the Iran War, May 2026 will go down in history as the best May ever with a clean sweep of record shattering all time highs for the US indices.  On Friday May 29 2026, the Nasdaq Composite closed at a record 26,972.62, the S&P500 finished at 7,580.06 and the Dow Industrial Average landed at 51,032.46. But behind that glittering curtain lies a terrifying statistical anomaly.  Only 4% of individual stocks actually made new highs. Out of this top heavy illusion, 2 massive unstoppable thematic liftoffs emerged.  May was a tale of 2 distinct hardware and software empires.  As we go into June, they are setting a high velocity tug of war for institutional capital. The Undisputed King of May:

The standard market-cap weighted indices heavily outperformed their equal-weighted counterparts, indicating that the broader market (the remaining "493" stocks in the S&P 500) stayed relatively flat or negative while mega-caps dragged the index to record highs.

Hi I think it will Get to June and maybe July 

Probably will If not, ah well

AAPL MSFT NFLX TSLA FUTU TIGR NVDA DIS V AMZN GOGL

Looking at that list, the one that surprises me the most is probably Nebius (NBIS). Most investors talk about the obvious AI winners—NVIDIA, AMD, or Micron Technology—but Nebius was relatively unknown to many retail investors until recently. Its rise has been fueled by the AI infrastructure boom, data-center expansion, and major partnerships, including agreements with large tech companies. The company has been growing aggressively in AI cloud infrastructure, which explains why some investors started viewing it as a potential "picks-and-shovels" AI play. From my favorites: • NVIDIA — not surprising to me; it's still the kingmaker of AI hardware. • AMD — a bit more surprising because it has to compete directly with NVIDIA, but the AI accelerator opportunity is huge. • Micron Technology — mak

Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions. The main headlines that appeared in my email inbox today. These are analysis reports from individuals, not news. So are you still a extreme bull on technology sector, still chasing the run up even though valuations are getting ridiculously expensive, and some even do not warrant their current valuations? I remained bullish on technology stocks for the mid - long term timeline, however I also believe there is a fair valuation on every company, despite the profit they announce. I truly believe that we are approaching a phenomenom like the dot.com bubble years back. And when the sell off starts, its going to get real ugly.  @PawsAndProfit -&nbs