Hello everyone! Today i want to share some trading ideas with you!1.Here's the weekly update of the top 15 growth stocks with the highest EV/GP multiples -- indicating where the market assigns premium valuations 🧐 1. $Palantir Technologies Inc.(PLTR)$ 2. $Trade Desk Inc.(TTD)$ 3. $IOT Group(IOT.AU)$ 4. $Cloudflare, Inc.(NET)$ 5. $CrowdStrike Holdings, Inc.(CRWD)$ 6. $Axon Enterprise, Inc.(AXON)$ 7. $Datadog(DDOG)$ 8. $Global-E Online Ltd.(GLBE)$ 9.

Hello everyone! Today i want to share some trading news with you!1. $Palantir Technologies Inc.(PLTR)$ WILL OFFICIALLY REPORT THEIR Q2 EARNINGS AFTER MARKET CLOSE ON 08/052.I recently set up a $Robinhood(HOOD)$ retirement account for my fiancée, and I was excited to show her that it had surged by 26% in just a week, thanks to $Jumia Technologies AG(JMIA)$ & $Rocket Lab USA, Inc.(RKLB)$ . Over breakfast today -- I shared the good news, expecting a big reaction. Instead, she casually responded with "Ohhh, fun," before quickly shifting the conversation to the dresses she plans to buy for our upcoming trip to San Juan Is

Hello everyone! Today i want to share some trading ideas with you!1.Let's take a look at which semiconductor stocks showcase the highest net income margins for 2025 🧐 • Unicorn (50+) | $NVIDIA Corp(NVDA)$ , $Broadcom(AVGO)$ • Elite (40-49) | $ARM Holdings Ltd(ARM)$ , $Taiwan Semiconductor Manufacturing(TSM)$ • Great (30-39) | $Cadence Design(CDNS)$ , $KLA-Tencor(KLAC)$ , $Texas Instruments(TXN)$ , $ASML Holding NV(ASML)$ ,

Hello everyone! Today i want to share some trading ideas with you!1.Ransomware costs are expected to soar at a 30% CAGR from $35B in 2023 to $220B by 2030 -- this scatter plot shows where the cybersecurity stocks stand based on 2025 metrics 🧐 Tier 1⃣ | $Cloudflare, Inc.(NET)$ , $CrowdStrike Holdings, Inc.(CRWD)$ , $Zscaler Inc.(ZS)$ Tier 2⃣ | $SentinelOne, Inc(S)$ , $Rubrik Inc.(RBRK)$ Tier 3⃣ | $Palo Alto Networks(PANW)$ , $CyberArk(CYBR)$ Tier 4⃣ | $Fortinet(F

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 earning reports with you!1. $ServiceNow(NOW)$ reports their earnings after the bell, marking the first major SaaS player to do so this cycle. This could be a good indicator of how software stocks will perform -- here's what you need to know 🧐 IntroductionServiceNow has cemented its position as a leader in enterprise software -- focusing on IT service management (ITSM), IT operations management (ITOM), and comprehensive business workflow automation. Its advanced platform transforms outdated manual processes into streamlined digital workflows, enhancing efficiency and responsiveness -- key attributes in today's era of digital transformation.The company's solutions are integral for integrating complex busines

Hello everyone! Today i want to share some trading ideas with you!1.Here is a stock that is HIGH on my ISRGwatchlist 🧐 $Intuitive Surgical(ISRG)$ • Enterprise Value | $164.4B• Industry | Medical Devices & Robotic Surgery• 2025 Key Metrics | 17.5x EV/S; 42x EBITDA; 62x FCF; 16% rev growthIntroductionIntuitive Surgical stands out by specializing in robotic-assisted surgery systems, notably through its pioneering da Vinci Surgical System. This technology revolutionizes the field of minimally invasive surgery -- making it essential for hospitals and surgical centers aiming to improve patient outcomes, reduce recovery times, and minimize surgical risks.Intuitive Surgical's competitive edge is driven by its proprietary technology in robotic surgery

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!!

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

Hello everyone! Today i want to share some trading ideas with you!!I believe these 3 companies will be the crucial and dominant players in the next Industrial Revolution 👇🏼1. $NVIDIA Corp(NVDA)$ • They design GPUs originally intended for gaming, now integral to AI and machine learning applications, ranging from data centers to self-driving cars.2. $Taiwan Semiconductor Manufacturing(TSM)$ • They are the only manufacturer with sufficiently advanced factories to produce AI chips.3. $ASML Holding NV(ASML)$ • They hold a monopoly in lithography machines, essential for enabling the mass production of ultra-small, efficient chips critical for AI applications.2.Chinese s

Hello everyone! Today i want to share some trading skills with you!1.One of my highest conviction positions is reporting tomorrow -- this is what I’ll be watching for in $Palantir Technologies Inc.(PLTR)$ earnings 🧐Earning Estimates• Sales Est. $652M -- up 22% YoY• EPS Est. $0.03 -- up 245% YoYFull Year Guidance• Sales Est. $2.7B -- up 21% YoY• EPS Est. $0.16 -- up 73% YoY• AIP Performance: Post-AIP Con in March, there’s anticipation around how this event might translate into tangible contracts and demos. With over 1,300 bootcamps conducted, and ~40% completed in just the past three months -- the conversion of these educational sessions into revenue-generating projects is something I'm watching. • AIP’s Role Across Sectors: Commentary around ongoi

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 u!1.I recently closed 5 positions because $Palantir Technologies Inc.(PLTR)$ is replicating each of their products more efficiently -- here's how 👇• Enhances development workflows with capabilities similar to $GitLab, Inc.(GTLB)$ -- streamlining code integration and deployment processes.• Manages and automates complex project workflows as efficiently as $Monday.com Ltd.(MNDY)$ -- supporting seamless business operations.• Integrates and analyzes IoT device data -- offering a comparable solution to $IOT Group(IOT.AU)$ for improving operational efficiency acros