Here are the top 15 growth performers so far in 2024 🧐 1. $AppLovin Corporation(APP)$ +756%2. $Palantir Technologies Inc.(PLTR)$ +369%3. $Rocket Lab USA, Inc.(RKLB)$ +350%4. $Carvana Co.(CVNA)$ +324%5. $Eos Energy Enterprises Inc.(EOSE)$ +319%6. $AST SpaceMobile, Inc.(ASTS)$ +279%7. $Astera Labs, Inc.(ALAB)$ +267%8. $IONQ Inc.(IONQ)$ +259%9. $Sweetgreen, Inc.(SG)$ +210%10. $

Here are the top 15 growth performers so far in 2025 🧐 1. $Oklo Inc.(OKLO)$ +161%2. $Tempus AI(TEM)$ +104%3. $Hims & Hers Health Inc.(HIMS)$ +76%4. $Cloudflare, Inc.(NET)$ +55%5. $Robinhood(HOOD)$ +50%6. $Doximity, Inc.(DOCS)$ +48%7. $Planet Labs Pbc(PL)$ +48%8. $Palantir Technologies Inc.(PLTR)$ +47%9. $Ginkgo Bioworks Holdings Inc.(DNA)$ +45%10. $Teladoc Health Inc.(TDOC

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.

$Advanced Micro Devices(AMD)$ I think we’re about to see the most important earnings print in AMD’s history -- not because Q2 will be flawless, but because it’s the clearest test yet of whether AMD’s AI transformation has teeth. The business is evolving fast. And the way the market re-rates this name over the next 12–18 months will hinge on how AMD threads the needle between growth and profitability at a platform scale.Margins Will Dip, but That’s Not the PointLet’s be clear: margins will still be under pressure. Gross margins could fall to 52% due to a mix of high-bandwidth memory costs, 5nm packaging, and ROCm ecosystem investments. That’s to be expected when you’re ramping a next-gen AI platform from scratch. But underneath that margin compressi

Hello everyone! Today i want to share some trading ideas with you!1.FULL SMALL-CAP PORTFOLIO REVEALFuture Infrastructure Space, next-gen telecom, quantum, advanced aerospace• $Rocket Lab USA, Inc.(RKLB)$ , $AST SpaceMobile, Inc.(ASTS)$ , $IONQ Inc.(IONQ)$ , $Archer Aviation Inc.(ACHR)$ Energy & ElectrificationBatteries, chips & testing equipment for AI/energy storage• $Eos Energy Enterprises Inc.(EOSE)$ , $Enovix Corporation(ENVX)$ , $Navitas Semiconductor Corp(NVTS)$ ,

1.MY UPDATED THOUGHTS ON $Trade Desk Inc.(TTD)$ I sold my position three weeks ago and told subscribers exactly why -- today, every major analyst note is echoing the same view.The Trade Desk remains one of the cleanest operators in ad tech and a profit machine. But the 20% growth era is over -- not because of poor execution, but because the terrain has shifted. The LLM earthquake is already shaking the open internet, and in the new game, distribution is everything -- advertisers are steering more dollars toward $Amazon.com(AMZN)$ a $Meta Platforms, Inc.(META)$ .The Trade Desk will still do well, but “well” doesn’t justify a premium multiple in a digital economy re

There’s a fundamental misunderstanding taking root on fintwit -- the idea that we’re just navigating a rough patch. That the Fed can thread the needle. That tariffs are temporary. That volatility is an overreaction.But the institutions that once stabilized markets aren’t stabilizing anything right now -- not because they lack tools, but because they no longer control the narrative. And in 2025, narrative is EVERYTHING.This isn’t about whether Powell gets replaced. It’s about the fact that it’s even on the table. The perception that the U.S. might politicize monetary policy -- even in theory -- is enough to distort capital flows. And perception doesn’t need confirmation to become consequence.That’s where we are. Not in a collapse. Not in a rally. In a credibility void -- and the tape reflec

$Microsoft(MSFT)$ Everyone keeps parroting the idea that AI is going to kill Google Search.Sure -- the era of printing cash off blue-link ads is winding down. That part’s real.But $Alphabet(GOOG)$ isn’t just a search engine. It’s the OS of the digital workday: Gmail, Docs, Sheets, Meet, Drive, Chrome, Android. That’s where people live -- and Gemini is being quietly embedded into every inch of that stack.The shift from clicks to tokens is already underway:• Gemini costs $20–30/user/month in Workspace. Flat-rate for now, but you think usage-based pricing isn’t coming?• Vertex AI? Already monetized per token.• Gemini for Ads? Actively testing AI-generated copy, headlines & creative -- every variation = t

Most investors still think about space the way we used to think about the internet in the dial-up era -- cool, novel, slow-moving. Rockets launching a few times a year. Satellites capturing images for some future report. A game for governments and science labs.But that mental model is obsolete.Rocket Lab isn’t a launch company. It’s a space infrastructure platform -- vertically integrated, deeply technical, and built to own the stack from Earth to orbit and back again.And the pieces are already in place. Let’s break it down:Launch: Electron + NeutronRocket Lab’s Electron is one of the most flight-proven small-lift launch systems in the world -- over 40 missions with ~90% success. It’s optimized for precision deployment of small satellites into low Earth orbit (LEO), a key advantage as ride

1.NEXT WEEK'S EARNINGS WILL BE A BIG ONE FOR GROWTH INVESTORS 🧐Monday | $Palantir Technologies Inc.(PLTR)$ , $Hims & Hers Health Inc.(HIMS)$ , $ON Semiconductor(ON)$ , $Navitas Semiconductor Corp(NVTS)$ Tuesday | $Advanced Micro Devices(AMD)$ , $SUPER MICRO COMPUTER INC(SMCI)$ , $Datadog(DDOG)$ , $Lemonade, Inc.(LMND)$ , $DigitalOcean Holdings, Inc.(DOCN)$ $Rivian Automo

$Palantir Technologies Inc.(PLTR)$ $Microsoft(MSFT)$ At the heart of the AI transformation lies data: vast, unwieldy, and growing exponentially. Companies must not only harness this data but also make sense of it, wielding it as a strategic weapon. Palantir is stepping in as the linchpin, crafting a digital backbone that enables organizations to operationalize their data with precision and speed -- especially as we enter a post-AI world where data is the fuel for enterprise engines.In the 1990s, Microsoft found itself at a similar juncture, with everyone raving about how disruptive computing would be. Eventually, it turned Windows and Office into staples of both personal and professional life. Palantir is

Hello everyone! Today i want to share some trading ideas with you!With nearly a decade of experience in corporate strategy -- here's how I would approach leading $Intel(INTC)$ as its new CEO 👇 As businesses grapple with the need to process unfathomable volumes of data and run computationally intense models, the demand for high-performance hardware has surged beyond precedent. This is the age of AI, and Intel’s future is entwined with its ability to establish itself as the indispensable cornerstone of this revolution. At the heart of this opportunity lies Intel Foundry Services -- its ticket to relevance and leadership.The AI boom is nothing short of tectonic. Every enterprise pushing the frontier of artificial intelligence demands cutting-edge chi

1. $Tesla Motors(TSLA)$ -- Automates industrial workflows with Optimus, a humanoid robot designed to enhance factory efficiency & AI-driven manufacturing.2. $Amazon.com(AMZN)$ -- Optimizes warehouse logistics with Kiva Systems by deploying autonomous robots to streamline fulfillment & reduce operational costs.3. $Intuitive Surgical(ISRG)$ -- A robotic-assisted surgery with Da Vinci thats an AI-powered system enhancing precision, minimizing invasiveness & improving patient outcomes.4. $NVIDIA(NVDA)$ -- Powers autonomous robotics with NVIDIA Isaac, which is an AI-driven simulation & deployment platform acce

The small-cap world is full of noise -- pump-and-dumps, zero-revenue shells, Discord-driven hype cycles. Fundamentals get ignored, and what passes for “research” is often just recycled speculation. No institutional-lever research. No framework for finding what actually matters.That’s why I launched this portfolio three years ago -- to chase momentum or spin up a content engine, but to bring real structure to a chaotic corner of the market. I wanted to treat sub-$4B companies with the same rigor you'd expect further up the cap stack. A roadmap for how to find the ones that actually build -- with real product, real IP, and long enough runways to become foundational.This was never about “what’s hot.” It was about “what lasts.” I wasn’t looking for names that could just go up -- I was looking

Hello everyone! Today i want to share some trading ideas with you!1.In my 2025 outlook, I highlighted space as a key theme -- especially with a Trump-led presidency likely to drive increased investment in space infra.Space stocks are SOARING today👇• $Momentus Inc.(MNTS)$ +31%• $AST SpaceMobile, Inc.(ASTS)$ +21%• $Rocket Lab USA, Inc.(RKLB)$ +13%• $REWARD MINERALS LTD(RWD.AU)$ +11%• $Planet Labs Pbc(PL)$ +10%• $Intuitive Machines(LUNR)$ +9%• $BlackSky Technology Inc.(BKSY)$ +7%ImageFollow me to