THE MOST PROFITABLE AI SEMICONDUCTOR STOCKS Operating margin breakdown: • Best-in-class (50%+) | $Micron Technology(MU)$, $NVIDIA(NVDA)$, $SK hynix(SKHY)$, $Taiwan Semiconductor Manufacturing(TSM)$ • Elite (40–49%) | $Arista Networks(ANET)$, $Broadcom(AVGO)$, $KLA-Tencor(KLAC)$, $SanDisk Corp.(SNDK)$ • Strong (30–39%) |

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