Hello everyone! Today i want to share some trading ideas with you!1. $CrowdStrike Holdings, Inc.(CRWD)$ acquires Adaptive Shield for $300M, becoming the only provider of unified identity protection across hybrid clouds -- just as cloud exploitation cases surge 110% YoY, with 75% of attacks being malware-free. Winners keep winning 😏2.I don’t understand why investment cycles trigger a 'sell the news' reaction from investors -- it’s simply about sacrificing short-term profits for greater long-term gains. That’s what happened with $MercadoLibre(MELI)$ today -- their moat is widening, so don’t be misled by the price action 🧘‍♂️Follow me to learn more about analysis!!

Hello everyone! Today i want to share some trading ideas with you!1.My top holding, $Palantir Technologies Inc.(PLTR)$ , reports earnings on Monday -- here’s what I’m expecting 🧐 The explosion of AI is pushing companies to adopt smarter, faster, and more efficient tools -- and Palantir is seizing the moment. Known for its advanced data solutions, Palantir’s AIP is fast becoming a go-to for organizations looking to leverage AI in mission-critical environments. As AI demand grows -- Palantir’s suite of products positions it perfectly to capture both government and commercial sectors.AIP Bootcamps Fueling AdoptionPalantir’s AIP Bootcamps have redefined customer acquisition. These immersive, hands-on sessions allow potential clients to experience the

Why do I think $Palantir Technologies Inc.(PLTR)$ has hit an inflection point similar to where $Microsoft(MSFT)$ was 20 years ago? 🧐The saying “history doesn’t repeat itself, but it often rhymes” speaks to how underlying themes can echo across different eras. Just as Microsoft’s software became foundational for personal and business computing in the 1990s -- Palantir’s platforms are becoming essential for data-driven decision-making in a world increasingly powered by AI.Building the Backbone of AI InfrastructurePalantir is creating the infrastructure that enables companies to operationalize their data in ways that drive mission-critical decisions. With products like Foundry and Apollo, Palantir has built

Hello everyone! Today i want to share some trading ideas with you!1.2025 Prediction: $NVIDIA Corp(NVDA)$ acquires a stake in $SUPER MICRO COMPUTER INC(SMCI)$ -- providing the funding needed to support large-scale GPU & liquid cooling purchases for Blackwell rack system development. Mirroring $Intel(INTC)$ prior investment in $ASML Holding NV(ASML)$ to secure access to their advanced tech in chip production 🤔2. $Amazon.com(AMZN)$ just said AI is growing at a triple-digit rate -- 3x faster than AWS at a similar scale 👀Follow me to learn more about analysis!!

Here's why I doubled my $TransMedics Group, Inc.(TMDX)$ position in the past 24 hours 👇 The growing demand for organ transplants has created a critical need in healthcare, and TransMedics is addressing it with its cutting-edge Organ Care System (OCS). This platform overcomes the limitations of traditional preservation methods by maintaining organs outside the body for extended periods. By simulating the body’s natural environment, the OCS keeps hearts, lungs, and livers viable longer, improving organ quality, expanding donor-recipient matches, and ultimately increasing transplant success rates. Its impact is significant --reducing wait times and saving more lives.Expanding with New MilestonesTransMedics isn't just keeping up with growth -- it’s le

Hello everyone! Today i want to share some trading ideas with you!1. $Tesla Motors(TSLA)$ ELON MUSK JUST DROPPED A TON OF NEW INFORMATION 👇• ANNOUNCES PLANS TO LAUNCH STARSHIPS TO MARS WITHIN TWO YEARS • PREDICTS AT LEAST TSLA 10 BILLION HUMANOID ROBOTS PRICED BETWEEN $20K AND $25K BY 2040. • HE EXPECTS TSLA ‘UNSUPERVISED SELF-DRIVING’ IN THE U.S. NEXT YEAR • ENVISIONS SOLAR AS THE PRIMARY ENERGY SOURCE LONG-TERM. • MUSK ALSO PLANS TO DOUBLE HIS AI STARTUP, XAI.2. $Alphabet(GOOGL)$ Cloud just reported a Rule-of-40 score of 52... let that sink in.Cloud compute is absolutely on fire right now -- providing a great read-through for $Amazon.com(AMZN)$ &

The rapid rise of LLMs is reshaping how users search for information, challenging $Alphabet(GOOGL)$ 's search monopoly -- here’s what I’m watching for in today’s earnings 🧐Integrating AI Across Alphabet's EcosystemAI needs to be at the core of Alphabet’s growth strategy, pushing its evolution beyond traditional search and establishing it as a broader AI leader -- the company is rapidly developing AI-driven products to enhance user experience and boost engagement: • Bard AI: Bard, Google’s own LLM, is designed to deliver deep, conversational experiences across Google Search, YouTube, and Gmail. While Bard competes directly with models like OpenAI’s GPT series, its integration into existing platforms aims to enhance user stickiness, helping Google

Hello everyone! Today i want to share some trading ideas with you!1.Why does my conviction in $TransMedics Group, Inc.(TMDX)$ remain high? • They're the only small-cap I track with a network effect moat -- nearly impossible to have at this scale -- driven by its logistics integration & TransMedics Aviation acquisition.• The recent 25% drawdown is due to temporary factors --40% of the aircraft fleet was under maintenance, impacting service revenue & increasing capex, which led to a gross margin miss.• The company remains on track to hit 10K annual OCS procedures by 2028 -- potentially driving $250M in net income & trading at ~10x projected 2028 earnings.Follow me to learn more about analysis!!

Hello everyone! Today i want to share some trading ideas with you!1.Why is $Robinhood(HOOD)$ up 112% in 2024? 👇Robinhood revolutionized retail investing by putting intuitive, commission-free trading in the hands of everyday investors. Its core business isn’t just about executing trades -- it's about providing a seamless, engaging user experience that simplifies investing for millions. Robinhood’s app is designed to make the financial world accessible, and that ease of use has become its defining moat.While many competitors offer similar financial products, few can match Robinhood’s user experience (UX). With a focus on straightforward design, clear messaging, and mobile-first functionality, Robinhood has managed to create a platform where users fe

One of my highest conviction names is reporting earnings on Monday -- here’s what you need to know 🧐 $TransMedics Group Inc.(TMDX)$ The growing demand for organ transplants has created a critical need in healthcare, and TransMedics is addressing it with its cutting-edge Organ Care System (OCS). This platform overcomes the limitations of traditional preservation methods by maintaining organs outside the body for extended periods. By simulating the body’s natural environment, the OCS keeps hearts, lungs, and livers viable longer, improving organ quality, expanding donor-recipient matches, and ultimately increasing transplant success rates. Its impact is significant --reducing wait times and saving more lives.Network Effect MoatTransMedics is not jus

Hello everyone! Today i want to share some trading ideas with you!1.In the semiconductor industry, four monopolistic equipment makers stand out as crucial for developing ever-smaller, more efficient chips -- here are the monopolies dominating this space 👇1. $ASML Holding NV(ASML)$ -- monopoly in lithography machines2. $Applied Materials(AMAT)$ -- makes machines across manufacturing process3. $Lam Research(LRCX)$ -- largest etching equipment provider4. $KLA-Tencor(KLAC)$ -- dominates process diagnostics & control spaceFollow me to learn more about analysis!!

Hello everyone! Today i want to share some trading ideas with you!1. $ServiceNow(NOW)$ & $Snowflake(SNOW)$ have announced a Zero Copy partnership that integrates Snowflake’s enterprise AI platform with ServiceNow workflows -- enabling seamless data sharing & faster decision-making without moving data 🤩2.HOLY MOLY ELON JUST DROPPED THE MIC ON THIS $Tesla Motors(TSLA)$ EARNINGS CALL 👇• GUIDED TO 25% AUTO GROWTH IN 2025 -- BEATING ESTIMATES OF 16%• AIMING FOR ~2M CYBERCAB UNITS PER YEAR• FSD EXPECTED TO BE SAFER THAN A HUMAN IN Q2-Q3 2025• RIDE-HAILING NETWORK TO LAUNCH IN TEXAS AND CALIFORNIA NEXT YEAR• V13 COMING SOON -- WITH A 5x-6x IMPROVEMENT IN MILES BE

Hello everyone! Today i want to share some trading ideas with you!1. $Amazon.com(AMZN)$ revealed that only 20% of global retail sales are conducted online -- which underscores the MASSIVE growth potential for e-commerce stocks. Here are the top picks in each region to capitalize on this trend 🧐• China | $Alibaba(BABA)$ $JD.com(JD)$ $PDD Holdings Inc(PDD)$ • Latin America | $MercadoLibre(MELI)$ • Southeast Asia, Taiwan | $Sea Ltd(SE)$ • Global Platforms | $Amazon.com(AMZN)$ ,

Hello everyone! Today i want to share some trading ideas with you!1. $Enphase Energy(ENPH)$ is set to report earnings, and here’s why it’s on my radar 👇 As the Fed pivots toward a rate-cutting cycle, capital-intensive industries like solar are expected to see a resurgence in spending. Lower borrowing costs typically translate to increased investments in renewable energy projects, particularly in residential solar, where installation and financing costs are highly sensitive to interest rate changes. This shift provides a favorable backdrop for Enphase Energy, a leader in solar microinverters and energy storage, as both businesses and homeowners are likely to resume expansion plans previously paused by higher rates.Enphase’s Core Technology: Microin

Hello everyone! Today i want to share some trading ideas with you!1. $Aehr Test(AEHR)$ is up over 7% as the market recognizes a shift in the semiconductor industry. Instead of shrinking chips, companies are 'stacking' components to boost computing power -- with Aehr’s burn-in products playing a crucial role in ensuring their reliability & performance 😏2. $Amazon.com(AMZN)$ AWS announces that $NVIDIA Corp(NVDA)$ Blackwell system will be available early next year 👀3.🚨 $Netflix(NFLX)$ Q3 Earnings Update 🚨 • Sales $9.82B vs Est. $9.78B• EPS $5.40 vs Est. $5.12• New Subscribers 5.1M vs. Est. 4.0MQ4 Guidance • Sales $10.13

Hello everyone! Today i want to share some trading ideas with you!1.Why I believe $NVIDIA Corp(NVDA)$ will be the first $5T company 🧐 The semiconductor industry frequently shifts between boom and bust cycles. Each decade tends to highlight a particular segment, such as CPUs, DRAM memory, Flash memory, or Graphics Cards. Unlike previous tech trends that were often confined to specific industries or temporary needs, AI's integration with other critical technologies -- such as cloud computing, 5G, and big data -- embeds it deeply into the technological infrastructure of modern economies.This integration is supported by AI's broad applicability across multiple sectors, continuous innovation driven by advancements in machine learning, and the increasin

Hello everyone! Today i want to share some trading ideas with you!1. $SentinelOne, Inc(S)$ expands its AI-powered cybersecurity partnership with $Amazon.com(AMZN)$ -- boosting investment in SentinelOne's Singularity Platform on AWS Marketplace 👀2. $Taiwan Semiconductor Manufacturing(TSM)$ & $ASML Holding NV(ASML)$ llustrate two contrasting yet complementary stories regarding AI demand in the semiconductor industry.TSMC is thriving, directly benefiting from the surging demand for AI chips as customers rush to secure production capacity. In contrast, ASML's performance is more sensitive to CapEx cycles and the pace at whic