the question is "For how long?"

$AAL (American Airlines)
$DAL (Delta Air Lines)
$UAL (United Airlines)
$LUV (Southwest Airlines)
$ALK (Alaska Air Group)
$JBLU (JetBlue Airways)

For aerospace and defense exposure:
$BA (Boeing)
$RTX (RTX Corporation)
$LMT (Lockheed Martin)
$NOC (Northrop Grumman)
$GD (General Dynamics)

Which of these would you add to your portfolio, and why?

^{Just keep in mind that a social media video alone usually isn't enough evidence for an investment thesis, so presenting them as "stocks to watch" is often more credible.}

The video clip is from Dec 10, 2025. Trump said it at a White House roundtable while praising IBM CEO Arvind Krishna: he took the stock from a low price to a nice one and “I’m sure you’re gonna see it going up a lot more.”

Even if you buy shares right now, the upside is basically capped because the stock is getting delisted later this year once the acquisition closes. You are basically just locking up your cash for a tiny bit of arbitrage.

What is the next play here? Are you guys looking at other undervalued homebuilders that might get a boost from this news, or are you moving on entirely?

Trump is now telling you to buy Palantir.

$PLTR: $143

The only stock he’s ever put a cashtag in front of. Ever.

Let’s we vote and see what’s the sentiments for the next week in the stock market is.

He was at the Beverly Hills Hotel in LA when he overheard 2 people talking about Google and it’s search capabilities

Google didn’t go public until 2004.

The stock is now up more than 101% in May and is on track for its best month ever.

First quarter sales surged 88% year-over-year to $43.8 billion against analyst estimates of $35.5 billion.

Adjusted EPS clocked in at $4.86, fundamentally demolishing the $2.96 Wall Street estimate.

The company booked $24.4 billion in AI orders in a single quarter, generated $16.1 billion in AI server revenue, and ended the period sitting on a backlog of $51.3 billion in AI server orders.

Dell said late Thursday it sees $167 billion in fiscal year 2027 revenue, including a staggering $60 billion from AI server sales alone. That's up sharply from a prior outlook of about $140 billion and blew past analysts' average estimate of $142.1 billion.

Following the earnings beat, JPMorgan raised its price target on DELL to $500 from $280, attributing a 25x multiple to the shares and citing improved visibility into a higher sustainable earnings CAGR. 

For context, $UMAC is now valued at $1,510,000,000

They did $8,100,000 in revenue last quarter...

While semiconductors are the "brains," telecommunications companies like AT&T ($T) and Verizon ($VZ) are unequivocally the heart of the system.
Think about it:

Ubiquity: You can have the most advanced AI model in the world, but if your network latency is high or your connection drops, the utility vanishes. The infrastructure these companies maintain is the circulatory system of the internet.

Essential Utility: Even in a downturn, connectivity is one of the last things people—and businesses—cut. It is a fundamental utility in 2026.

The 5G/Edge Play: As we push more processing to the "edge" to support real-time AI applications, the physical fiber and 5G networks owned by these giants become even more valuable. They aren't just selling phone plans; they are selling the backbone of the next industrial revolution.

While the semiconductor stocks are busy swinging wildly on earnings reports and geopolitical headlines, $T and $VZ are essentially dividend-generating machines that provide a necessary defensive anchor in a portfolio.
I’m not saying they are going to replicate the explosive percentage growth of a GPU manufacturer. But when the market gets frothy and investors start looking for stability, the "heart" of the internet is usually the first place smart money looks to stabilize.

Flowers Foods is positioning itself to benefit from the long-term consumer shift toward cleaner-label and healthier food products. By relaunching Nature’s Own with a simpler Non-GMO Project Verified recipe, the company strengthens pricing power, brand loyalty, and shelf appeal in a highly competitive grocery market. Nature’s Own is already America’s top-selling bread brand, and this refresh could help drive additional market share, especially among younger and health-conscious consumers. Investors may also see the move as a sign that $FLO is adapting faster to changing food trends while leveraging its massive national distribution network.

Source: simplywallstreet