Jerome Powell just reminded Wall Street that gravity exists, calling stocks "fairly highly valued," and the S&P 500 promptly fell 0.6%. But the AI trade isn't listening to the Fed chair's reality check.

Micron crushed earnings after hours, guiding revenue well above expectations and sending shares to new highs. Samsung finally got Nvidia's blessing for its HBM3E memory chips, officially turning the AI memory race into a three-way brawl with SK hynix and Micron.

Meanwhile, defense stocks surged on Trump's comments that Ukraine can "fight and WIN all of Ukraine back," and the US government is eyeing a 10% stake in Lithium Americas as the critical minerals race heats up.

The question: Can AI momentum overcome a Fed chair who thinks everything's too expensive?

In partnership with AltIndex

July 15th: Reddit mentions of DOOR explode 3,968%
August 30th: The stock had gained 530%

The pattern repeated with OKLO: Reddit mentions surged over 800%, and now the stock is up 541% YTD.

It's happening again right now with stocks you've never heard of.

Here’s the truth: hedge funds and Reddit meme stock traders aren't smarter than you. They just get the signals first.

While you analyze earnings, they're watching Reddit sentiment shift in real-time. The data was public, it’s just that the tools weren't.

Until now.

AltIndex monitors 50,000+ Reddit comments daily. Our AI constantly updates its stock ratings based on the strongest Reddit signals along with other alternative data before they hit mainstream media.

And we’re giving you a free 7-day trial on our app so you can see which stocks are gaining traction in real time.

The next 530% winner is already being discussed on Reddit. Will you catch it this time?

Please support our partners!

Stocks stumbled Tuesday as Powell warned equities look “highly valued,” snapping record highs from Monday.

Micron delivered a masterclass in AI demand with Q4 results that crushed expectations. Revenue hit $11.3 billion with EPS of $3.03, both beating forecasts, while Q1 2026 guidance of $12.2-$12.8 billion topped estimates by $400 million. Shares jumped 2% after hours to $171.50, pushing the stock to a 98% gain in 2025—outpacing every Magnificent Seven name.

Samsung just became the third player in the AI memory oligopoly after its HBM3E chips passed Nvidia's certification tests. Shares surged 5% on news that Samsung can now compete directly with SK hynix and Micron for Nvidia's memory contracts, though large-scale shipments won't begin until 2026. The AI infrastructure buildout just got more competitive.

AltIndex is putting $60,000 where its algorithm is, funding six $10,000 accounts to test different AI-driven strategies live. The funds include a Top Reddit Stocks portfolio, a Congress Trading tracker, and a "WW3 Fund" focused on defense stocks. Early results show the Robotics fund up significantly. See the six strategies and what stocks are in 3 of them here →

Defense stocks rallied on Trump's Ukraine comments, with investors betting on increased military spending as President Trump said Kyiv could "fight and WIN all of Ukraine back in its original form." The statement is a huge shift in rhetoric for the President.

Energy led Tuesday's sector performance as oil futures climbed, sending Halliburton up 7.3% and Baker Hughes 2.6% higher.

The government wants a piece of America's lithium future, exploring a 10% stake in Lithium Americas (LAC) as part of the broader push for critical mineral independence. This would make LAC the third acquisition this year after MP Materials and Intel.

The AltIndex team is going all in on their AI model’s stock picks.

Check their six strategies in the tweet below, copy trade them if you want, and follow for updates to see if they can double their investment (or lose it all 😅).

“Seems like it's its own monster.”

The regeneration-tech startup, Handprint, has raised $236,003 from 318 investors, hitting its first funding goal. Handprint’s platform lets companies embed nature restoration directly into customer transactions, funding coral reefs, forests, and ocean cleanups instead of just carbon offsets. Check out the Handprint campaign here →

We love hearing from you, and we deeply appreciate your feedback.

That’s all for today. Did we miss anything? Smash the reply button to let me know.

Cheers,
Brandon & Blake of Invested Inc