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

Hello everyone! Today i want to share some trading ideas with you!1.Here's my updated systematic approach to my growth portfolio 🧐 🌳 Bonsai | $Palantir Technologies Inc.(PLTR)$ $NVIDIA Corp(NVDA)$ $Tesla Motors(TSLA)$ $TransMedics Group, Inc.(TMDX)$ $Amazon.com(AMZN)$ $Axon Enterprise, Inc.(AXON)$ $Cloudflare, Inc.(NET)$ • These companies, in their prime growth stages with the strongest competitive moats, have a proven track record of disruption and market leadership. (~50% of portfolio)💼 Core |

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.Today is the most anticipated earnings day of the Q3 cycle, with $NVIDIA Corp(NVDA)$ set to report after the bell -- here’s why I’m bullish on the company 👇AI Leadership• NVIDIA power over 90% of the world’s AI workloads, with its CUDA platform supported by 4M+ developers.• Omniverse is used by over 700 companies, enabling industrial digital twins & real-time 3D collaboration.• The data center segment generated $10.3B in revenue in Q2 -- growing 141% YoY.Big Tech Partnerships• Big Tech’s CapEx investments surged from Q2 to Q3:• $Amazon.com(AMZN)$ ($60B → $70B)• $Alphabet(GOOGL)$ ($44B → $49B

Why $Rocket Lab USA, Inc.(RKLB)$ is a must-own stock for the next decade 👇With the space economy growing, Rocket Lab is rapidly positioning itself as a leading force in space logistics. This isn’t just about launches anymore -- Rocket Lab is aiming to become the “FedEx” of space, offering end-to-end services from satellite deployment to in-orbit management. Its Electron rocket has already become a workhorse for smaller payloads, notching over 50 successful launches and putting close to 200 satellites into orbit. Now, Rocket Lab is doubling down on that foundation with its upcoming Neutron rocket, a reusable, medium-lift vehicle that can carry heavier loads and is set to expand Rocket Lab’s capacity in a big way.As space demand surges, Rocket Lab’s

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.Here are my top 5 stocks to own with a market cap under $10B 👇1. $TransMedics Group, Inc.(TMDX)$ -- Their OCS is redefining organ transplants, with the potential to transform the field like $Intuitive Surgical(ISRG)$ did for surgery.2. $Rocket Lab USA, Inc.(RKLB)$ -- A space logistics company specializing in small satellite launches -- enabling efficient & reliable payload delivery to orbit through their Electron rocket and scalable interplanetary missions.3. $DigitalOcean Holdings, Inc.(DOCN)$ -- Set to become the go-to cloud platform for developers

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