This is the most glorious bull run in history. This is where you retire your entire bloodline. FOCUS 160 likes · 5 retweets · 14 replies · 2026-06-02T01:54:21.000Z Captured by scrape-follows from @pepemoonboy

This is the year we all make life changing money. LOCK IN 711 likes · 23 retweets · 39 replies · 2026-06-01T01:22:26.000Z Captured by scrape-follows from @pepemoonboy

This is getting absurd. $META 304 likes · 14 retweets · 76 replies · 2026-06-01T19:43:19.000Z Captured by scrape-follows from @pepemoonboy

The biggest mistake I’ve ever made in my investing/trading journey was selling covered calls on $NBIS, my highest conviction play… I tried to make up for this bad move by selling CSP’s at the same $200 strike price. Although it’ll help me recover some of the lost upside, it 277 likes · 12 retweets · 75 replies · 2026-06-01T13:50:30.000Z Captured by scrape-follows from @pepemoonboy

I have to make up for some of the lost upside somehow 61 likes · 1 retweets · 12 replies · 2026-06-01T17:22:11.000Z Captured by scrape-follows from @pepemoonboy

$NOK continuing its decline so I used this opportunity to sell someCash Secured Puts. I sold 4 Cash Secured Puts on $NOK at the $13.50 strike expiring July 2nd and collected $276 in premium immediately. Trade Breakdown • Contracts sold: 4 • Strike price: $13.50 • 83 likes · 3 retweets · 18 replies · 2026-05-29T16:31:56.000Z Captured by scrape-follows from @pepemoonboy

Deep research = Deep pockets. It’s that simple. $APTV thesis playing out beautifully… 35 likes · 1 retweets · 7 replies · 2026-05-29T14:06:15.000Z Captured by scrape-follows from @pepemoonboy

$CRWD is up 99% since I dropped my thesis… I AM NOT PLAYING THIS YEAR. I AM FOCUSED. Lock in with me 206 likes · 4 retweets · 26 replies · 2026-05-29T17:43:28.000Z Captured by scrape-follows from @pepemoonboy

Tech companies are usually the first to adopt disruptive technology. That is why they’re also the first to figure out how to use AI to increase efficiency and reduce headcount. My guess is that over the next 1 to 2 years, non tech companies will begin implementing AI at a much 67 likes · 4 retweets · 12 replies · 2026-05-23T12:52:53.000Z Captured by scrape-follows from @pepemoonboy

$NOK and $BB did indeed go on a big run… 57 likes · 0 retweets · 7 replies · 2026-05-23T00:08:32.000Z Captured by scrape-follows from @pepemoonboy

What’s one stock that no one’s talking about yet that you think will skyrocket in the coming year? I want real alpha that few are aware of like the next $NOK, $BB, $SHAZ, $NBIS, $MU, etc. I will compile all the responses and will put together a ranked list of the most 352 likes · 14 retweets · 229 replies · 2026-05-22T16:53:29.000Z Captured by scrape-follows from @pepemoonboy

WHAT A DAY I share EVERYTHING I do for FREE. My thought process, my logic, my actual holdings, my wins, and my losses. $BB 228 likes · 1 retweets · 22 replies · 2026-05-22T19:58:06.000Z Captured by scrape-follows from @pepemoonboy

If you like making money, and you aren’t following me, why not? I gave you this alpha on $SHAZ before market open, and now the stock is up 16%. The goal of my content is for you to use it as a starting point in your research. And the best part of all? I do it all for FREE, 117 likes · 3 retweets · 18 replies · 2026-05-22T14:53:59.000Z Captured by scrape-follows from @pepemoonboy

$TEL - TE Connectivity TE Connectivity provides a broad portfolio of connectors and sensors that “sense and connect” power, signal, and data in harsh, mission‑critical environments. They explicitly market interconnect and sensor solutions for humanoid robots and cobots, 13 likes · 1 retweets · 1 replies · 2026-05-19T01:33:13.000Z Captured by scrape-follows from @pepemoonboy

What stocks is everyone buying on this beautiful dip the market is giving us?! 163 likes · 7 retweets · 144 replies · 2026-05-19T15:03:42.000Z Captured by scrape-follows from @pepemoonboy

WHAT A RECOVERY BY $NBIS This is why you don’t panic sell. 336 likes · 6 retweets · 36 replies · 2026-05-19T17:38:36.000Z Captured by scrape-follows from @pepemoonboy

The same people who were saying $NBIS was going straight to $300 are now freaking out thinking $NBIS is going to $100. $NBIS has the potential to be a generational company. Corrections are healthy. You need to know what you hold. Makes it a lot easier to stomach downturns. 306 likes · 6 retweets · 40 replies · 2026-05-19T12:20:37.000Z Captured by scrape-follows from @pepemoonboy

$IREN investors are a very passionate community. Sell me on why I should own $IREN as part of my portfolio. I’m always open to changing my mind when presented with strong facts and a logical argument. Go. 23 likes · 1 retweets · 26 replies · 2026-05-19T23:09:49.000Z Captured by scrape-follows from @pepemoonboy

Investors see $IREN: 1. Acquire a PR company 2. Put a 300k+ follower FinX influencer on the board of directors to shill their stock 3. Continuously dilute shareholders through ATM offerings Retail: “Take my money” 102 likes · 5 retweets · 29 replies · 2026-05-19T19:29:19.000Z Captured by scrape-follows from @pepemoonboy

I think humanoid robots could become one of the biggest investing themes of the next decade. The real gains are often made before a trend becomes obvious. Here are a few companies I’m researching: 419 likes · 34 retweets · 40 replies · 2026-05-19T01:33:10.000Z Captured by scrape-follows from @pepemoonboy

The U.S. government now owns roughly 10% of $INTC. That original ~$9 billion investment has ballooned to around $36+ billion at today’s prices. Is Trump the new Warren Buffet? Legendary run by $INTC. 22 likes · 2 retweets · 4 replies · 2026-05-05T02:06:31.000Z Captured by scrape-follows from @pepemoonboy

I love selling covered calls. But… Sometimes you get COOKED. Do not sell covered CC’s on stocks you WANT to KEEP long term. $NBIS is a long term hold for me, and I got greedy, sold covered calls because premiums were juicy and I didn’t think it would run up this fast… And 99 likes · 6 retweets · 39 replies · 2026-05-05T00:19:52.000Z Captured by scrape-follows from @pepemoonboy

Wow, maybe I wasn’t necessarily wrong on $PINS… Just too early? 73 likes · 0 retweets · 21 replies · 2026-05-04T20:35:10.000Z Captured by scrape-follows from @pepemoonboy

Remember when I wrote this thesis on $CRWD? The stock has since ran from $366 to now $466…a 27% increase in less than a month. Crazy how many money-making opportunities there are in this market. 77 likes · 1 retweets · 8 replies · 2026-05-04T14:45:58.000Z Captured by scrape-follows from @pepemoonboy

Nothing feels better than your thesis on a stock playing out… $NBIS TO THE MOON 451 likes · 11 retweets · 41 replies · 2026-05-04T17:39:11.000Z Captured by scrape-follows from @pepemoonboy

• Source: https://x.com/pepemoonboy/status/2042844353391931634
• Author: Pepe Invests (@pepemoonboy)
• Date captured: 2026-04-11
• integrated_into: .brief/physical-ai-infrastructure-thesis.md

TL;DR

Follow-up to the picks & shovels tweet — shares the exact Perplexity Computer prompt used for the 6-stock analysis. It's a comprehensive financial deep dive template covering 8 quarters of financials, margin trends, debt ratios, insider activity, earnings transcripts, valuation multiples vs…

• Source: https://x.com/pepemoonboy/status/2042404086574956966
• Author: Pepe Invests (@pepemoonboy)
• Date captured: 2026-04-10
• integrated_into: .brief/physical-ai-infrastructure-thesis.md

TL;DR

Retail trader built a 6-stock portfolio around the companies that make AI chips possible — not the designers (NVDA), but the infrastructure behind them. Up 19% in one month. The thesis: packaging, contract manufacturing, photomasks, and process control are the "picks and shovels" of the AI chip…

People always ask me why I made my X handle pepemoonboy. So here’s the story… Back in April 2023, I came across a post about $PEPE and how it could become the biggest meme coin on earth because of Pepe the Frog’s virality as a meme. The thesis immediately made sense to me. 284 likes · 6 retweets · 34 replies · 2026-01-27T03:59:33.000Z Captured by scrape-follows from @pepemoonboy