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Why $MRDN Needed U.S. Capital Markets to Scale

$Meridian Hldg(MRDN)$ went public through a reverse merger with $GOLDEN MATRIX GROUP NEW(GMGID)$ . Some readers are probably thinking: Why did MeridianBet owners merge with a much smaller US-based company, mostly for equity? They were making millions of dollars in profit running online casinos in Southern Europe, so why bother? I think there are a few reasons. 1) Being a publicly listed US company comes with a certain level of legal, operational, and reputational advantages! A US company applying for a gaming license or seeking banking, payment processing, or other services will have an easier time than a Serbian one. 2) US is a huge opportunity for the company. It would be incredibly difficult for a sma
Why $MRDN Needed U.S. Capital Markets to Scale

$NVDA, $TSM, $AVGO & 7 More Stocks Building the AI Future

1. $NVIDIA(NVDA)$ $NVDA is powering the AI revolution with its industry-leading GPUs. The H200s make training and inference exponentially faster and more efficient. This has turned Nvidia into the default platform for AI research, cloud infrastructure, autonomous vehicles, robotics, and next-gen enterprise computing. Their chips will be behind in the most important AI services of the next decades. 2. $Broadcom(AVGO)$ The AI race is being reshaped by custom ASICs, and $AVGO is leading that revolution. With deep partnerships spanning Google, Anthropic, and OpenAI, Broadcom is becoming the critical infrastructure powering the next generation of custom AI chips. As the world's largest AI companies increasingl
$NVDA, $TSM, $AVGO & 7 More Stocks Building the AI Future

10 Stocks With the Potential to Define the AI Age

Here are 10 companies that will dominate the AI age: 1. $Micron Technology(MU)$ While AI runs on GPUs, they are only as powerful as the memory that feeds them. Every new generation of AI models demands dramatically more memory, creating a supply crunch as demand far outpaces industry capacity. As AI accelerators become larger and more memory-intensive, $MU is emerging as one of the most important suppliers. Memory will determine who wins the AI race, and Micron is positioned at the center of that revolution. 2. $ASML Holding NV(ASML)$ $ ASML is revolutionizing semiconductor manufacturing by enabling TSMC to produce the world’s most advanced processors. Its machines use cutting-edge optics and physics to pri
10 Stocks With the Potential to Define the AI Age

From $SNDK to $AAOI: The Leadership Board of This Bull Market

The biggest winners are rarely hidden—they tend to lead for months before the broader market notices. Tracking market leaders, emerging challengers, and speculative breakouts can help investors stay aligned with the strongest themes and avoid chasing yesterday's winners. Focus on the leading stocks: Market Leaders $SanDisk Corp.(SNDK)$ $Western Digital(WDC)$ $Seagate Technology PLC(STX)$ $ARM Holdings(ARM)$ $Micron Technology(MU)$ $Marvell Technology(MRVL)$ $Dell Technologies Inc.(DELL)$
From $SNDK to $AAOI: The Leadership Board of This Bull Market
avatarAfraSimon
06-20 15:48

If AI Needs Power, Solar May Be the Biggest Winner

Solar will power the future of AI. Elon said “solar electricity will become by far the biggest source of power for civilization". So, here's the breakdown of the solar sector: Solar Panels: $First Solar(FSLR)$ $JinkoSolar(JKS)$ $T1 ENERGY INC(TE)$ $Canadian Solar(CSIQ)$ Canadian Solar Plant Operators: $Clearway Energy Inc(CWEN)$ $Enlight Renewable Energy Ltd.(ENLT)$ $Spruce Power Holding Corporation(SPRU)$ Tracker Systems: $Nextpower(NXT)$
If AI Needs Power, Solar May Be the Biggest Winner
avatarAfraSimon
06-19 09:46

Even If $SPY Stalls, Breakout Setups Are Everywhere

Qullamaggie's high timeframe breakout setups are everywhere right now...they often have: - multi-month or multi-year bases - tight consolidations after a strong move - strong relative strength vs the market - powerful fundamental/theme tailwinds - expansion in volume as they approach highs - potential to enter a “price discovery” phase I don't care if $SPDR S&P 500 ETF Trust(SPY)$ drops a little because this is a theme picker's market. New themes are emerging weekly. The strongest themes are holding highs (neoclouds, info tech, memory, semis, etc). Undiscovered bottlenecks are forming. SO many insane setups out there right now...and many that I believe can/will outperform even if the overall market chops around this summer. Strong stocks get st
Even If $SPY Stalls, Breakout Setups Are Everywhere
avatarAfraSimon
06-19 09:30

From $NVDA to $IREN: The Companies Building the AI Economy

For years, AI infrastructure has been the leading theme. And there is no reason to think that has changed. It has only accelerated. Chips: $NVIDIA(NVDA)$ $Broadcom(AVGO)$ $Advanced Micro Devices(AMD)$ $ASML Holding NV(ASML)$ $ARM Holdings(ARM)$ $KLA-Tencor(KLAC)$ Foundry: $Taiwan Semiconductor Manufacturing(TSM)$ $Intel(INTC)$ Memory: $SanDisk Corp.(SNDK)$ $Micron Technology(M
From $NVDA to $IREN: The Companies Building the AI Economy
avatarAfraSimon
06-19 09:24

Could $IREN Become a $100 Stock?

$IREN Ltd(IREN)$ Development Pipeline: 1) Childress, Texas 750MW, with a total revenue potential of $6-7B. Over 2,600 construction workers are currently on-site. Commissioning is actively underway for the high-density Nvidia GB300 superclusters. First capacity is set to go to $Microsoft(MSFT)$ in Q3 2026. 2) Sweetwater, Texas 2GW, with a total revenue potential of $18-20B. The foundational 1.4 GW substation was successfully energized and connected to the Texas grid. Construction has commenced on the first 200 MW block of liquid-cooled data centers tailored for advanced architectures, including Nvidia Vera Rubin. The initial 300 MW capacity is scheduled to begin rolling online in 2027. (Hyperscaler contrac
Could $IREN Become a $100 Stock?
avatarAfraSimon
06-19 09:21

$MRDN Is Playing a Different Game: Emerging Markets

Emerging market stocks have not done well in the last 12 months due to Tariffs and the Iran War. However, that doesn't change the fact that in the long term, these economies offer a very attractive growth opportunity. One company positioned well is $Meridian Hldg(MRDN)$ Many emerging markets, such as Brazil, Mexico, and Africa, have recently simplified legal frameworks, making it easier for online casinos to operate. - Large young populations - Growing internet penetration - Growing mobile access - Sports obsessed - Lower competition At the same time, these are some of the fastest-growing economies in the world, with millions of people forecast to escape poverty and enter the lower and middle classes! As people’s income grows, they seek new en
$MRDN Is Playing a Different Game: Emerging Markets

Why $MRDN Could Be More Than Just an Online Casino Stock

Most online casinos rent their games, but $Meridian Hldg(MRDN)$ develops them in-house through Expanse Studios. - 77 Games - 6 New Games in Q1 2026 - 1,519 operators using the games - 15 Countries - 4 New Countries in Q1 2026 - 156% Growth in players - 345% Revenue Growth Now this division is actively expanding into New Jersey and Ontario. The strategy is quite simple, yet effective. Develop the best games for your own casinos, then offer the same games in regions where you don't operate. This is the same principle at play, as the Tech Platform Business for $SoFi Technologies Inc.(SOFI)$ The first priority of $SOFI The Tech Platform is that $SOFI has the best banking and fintech software. Then additional
Why $MRDN Could Be More Than Just an Online Casino Stock

$AVGO Is Powering the AI Boom Behind the Scenes 🚀

$AVGO Is Powering the AI Boom Behind the Scenes 🚀

Nvidia’s Power Semiconductor Roadmap Is Hiding in Plain Sight ⚡

$NVIDIA(NVDA)$ is literally telling you what power semis to buy: 1. $Navitas Semiconductor Corp(NVTS)$ +208.40% 2. Mediatek +207.59% 3. $STMicroelectronics NV(STM)$ +172.97% 4. $Flex Ltd(FLEX)$ +136.30% 5. $Power Integrations(POWI)$ +125.94% 6.Delta Electronics +122.16% 7. $Alpha & Omega Semiconductor(AOSL)$ +117.70% 8. $ON Semiconductor(ON)$ +110.14% 9. $Infineon Technologies AG(IFNNY)$ +104.29% 10. $Vertiv Hold
Nvidia’s Power Semiconductor Roadmap Is Hiding in Plain Sight ⚡

$SPCX Is Now Bigger Than $AMZN

$SpaceX(SPCX)$ soars to a market cap of $2.8 Trillion, making it worth more than $Amazon.com(AMZN)$ , which has been a publicly traded company for almost 30 years 📈📈📈 Think of $GraniteShares 2x Long SpaceX Daily ETF(SPAL)$ as a volume knob on SpaceX's $SpaceX(SPCX)$ daily move, turned up to 2x. $GraniteShares 2x Short SpaceX Daily ETF(SNK)$ is the same knob for the downside. Both are reset daily, and cut both ways. Both are high risk (including total loss). A $10,000 investment in SPCX today could eventually be worth $110,000, according to Billionaire Investor Ron Baron, who beli
$SPCX Is Now Bigger Than $AMZN

Why Could $NBIS Win on Infrastructure Efficiency?

A core differentiator is that instead of buying standard servers, $NEBIUS(NBIS)$ designs its own servers. An AI server is basically a Lego. It contains GPUs, CPUs, memory, networking equipment, cooling systems, and more. Nebius engineers decide how many $NVIDIA(NVDA)$ GPUs, $Advanced Micro Devices(AMD)$ CPUs, $Micron Technology(MU)$ memory chips, and $Broadcom(AVGO)$ networking chips each server needs, where they will be positioned, and how the liquid cooling system will reduce temperature. The actual equipment assembly is done by outsourced electronics contractors such as Foxconn,
Why Could $NBIS Win on Infrastructure Efficiency?

6️⃣ Stocks Trading at a Discount - DLO, PGY,. META, MU, MELI & SOFI

6️⃣ Stocks Trading at a Discount 1. $DLocal Limited(DLO)$ Country: Uruguay Industry: Payments Ticker: $DLO Market Cap: $3.5B EBITDA Margin: 22.5% ROE: 37.2% FWD P/E: 13 2028 Revenue CAGR: 28% 2028 EPS CAGR: 21% 2. $Pagaya Technologies Ltd.(PGY)$ Ticker: $PGY Country: US/Israel Industry: AI Lending Market Cap: $1.2B Net Margin: 7% ROA: 22% FWD P/E: 4 2028 Revenue CAGR: 13% 2028 EPS CAGR: 54% 3. $Meta Platforms, Inc.(META)$ Ticker: $META Country: US Industry: Social Media Market Cap: $1.5T Net Margin: 7% ROA: 32.8% FWD P/E: 18 2028 Revenue CAGR: 20% 2028 EPS CAGR: 16% 4. $Micron Technology(MU)$ Country: US Industry: Memory Tic
6️⃣ Stocks Trading at a Discount - DLO, PGY,. META, MU, MELI & SOFI

$SPCX Hits $3 Trillion While SpaceX Builds an End-to-End AI Empire

SpaceX $SpaceX(SPCX)$ crossed $3 trillion in market cap today. That makes it the 4th most valuable company in the world. And the most expensive large-cap stock ever. $NVIDIA(NVDA)$ $Alphabet(GOOG)$ $Apple(AAPL)$ $Microsoft(MSFT)$ $Amazon.com(AMZN)$ $Broadcom(AVGO)$ $Meta Platforms, Inc.(META)$ $Tesla Motors(TSLA)$ $Micron Technology(MU)$
$SPCX Hits $3 Trillion While SpaceX Builds an End-to-End AI Empire

The Market Pays Those Who Survive the Mud

Suddenly, you're 3 years in and have nothing to show for it. Year 4 comes around, and you make back 3 years of losses in six months and never look back. Gradually, then all at once. You’re delusional if you think an education in the market is free or quick. Or that you'll beat the market in year one? or two? Doctors are in school for 10 YEARS. Regular college degrees are 4 years and you don't learn shit. Even an apprenticeship as an plumber takes years. Good things take time. Markets are no different. Think of it like any other education process you've ever been through...except this one can return 10,000x on your initial investment if you ruthlessly learn, adapt, and improve. Pay the piper. Pay father time. Part of the game. When you pray for rain, you gotta be ready to deal with the mud
The Market Pays Those Who Survive the Mud

From IPO to $2.4T: SpaceX Becomes the Center of High-Leverage Trading

200% LEVERAGE ON $SpaceX(SPCX)$ STOCK! The largest IPO in market history is now trading on Nasdaq. This Monday, get 2X daily leveraged exposure to SpaceX with the Defiance 2X Long SpaceX ETF $Defiance Daily Target 2X Long SpaceX ETF(SPCU)$ . Significant Risk Involved. Bullish on SpaceX? There's an ETF for that. Bearish? There's one too. $GraniteShares 2x Long SpaceX Daily ETF(SPAL)$ (2x Long) and $GraniteShares 2x Short SpaceX Daily ETF(SNK)$ (2x Short) track the $SPCX daily move, amplified in either direction. High-risk, short-term trading tools; you can lose it all. SpaceX soars to a $2.4 Trillion valuation, making it t
From IPO to $2.4T: SpaceX Becomes the Center of High-Leverage Trading

$MELI's Flywheel: A Self-Reinforcing Growth Engine

$MercadoLibre(MELI)$ Flywheel: A self-reinforcing cycle of growth 1. Simple, secure, and convenient buying experience 2. Higher customer satisfaction 3. Repeat orders 4. More seller services (Logistics, ads) 5. Financial services (Wallet, Payments BNPL) The result is a stronger ecosystem. More buyers and sellers, higher trust and security, more activity on the platform, higher scale and efficiency, lower prices, and superior customer experience. 😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance. 🎁 We’ve selected 4 high-demand items across practial, lifestyle, and learning, now with a lower redemption threshold! Hot Merch Returns · Up to 43% Off
$MELI's Flywheel: A Self-Reinforcing Growth Engine

6️⃣ High Quality Semiconductor Stocks - AVGO, TSM, NVDA, AMD, ASML & MRVL

As AI, cloud computing, and advanced networking drive unprecedented demand for chips, a handful of semiconductor leaders stand out for their scale, profitability, and long-term growth potential. Here are six of the highest-quality names shaping the future of the industry: 6️⃣ High Quality Semiconductor Stocks 1. $Broadcom(AVGO)$ Country: US Industry: Networking&Connectivity Ticker: $AVGO Market Cap: $1.85T FCF Margin: 43% ROIC: 20.2% FWD P/E: 24 2028 Revenue CAGR: 56% 2028 EPS CAGR: 77% 2. $Taiwan Semiconductor Manufacturing(TSM)$ Country: Taiwan Industry: Semiconductor Foundries Ticker: $TSM Market Cap: $2.25T FCF Margin: 25.7% ROIC: 45.5% FWD P/E: 26 2028 Revenue CAGR:
6️⃣ High Quality Semiconductor Stocks - AVGO, TSM, NVDA, AMD, ASML & MRVL

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