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
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The Explosion in AI Drives Snow Higher!
Hello everyone! Today i want to share some technical analysis with you!1.I’ve been asked if it’s too late to invest in $Snowflake(SNOW)$ , and my answer is no -- based on 2025 peer valuations, Snowflake should trade at 👇• $415 at $Palantir Technologies Inc.(PLTR)$ ’s valuation• $181 at $Datadog(DDOG)$ ’s valuation• $196 at $Confluent, Inc.(CFLT)$ ’s valuation• $228 at $MongoDB Inc.(MDB)$ ’s valuationMedian target is $2122.The explosion of AI has turned data into the lifeblood of modern business. Companies need not only vast amounts of data but also the ability to process it faste
NVDA: Huge Potential to Buy!
NVDA: Huge Potential to Buy!
AI Chain to Purchase
Hello everyone! Today i want to share some trading ideas with you!1. $Snowflake(SNOW)$ DELIVERED 😏• Sales $942M vs Est. $899M• EPS $0.20 vs Est. $0.15• Net Revenue Retention 127%• RPO $5.7B vs. Est. $5.2B -- up 54% YoY Q4 Guidance• Product Sales $910M vs Est. $890M2.I'm a thematic investor focused on identifying transformative trends set to shape the world over the next 5+ years -- here are the themes I’m bullish on & the companies I believe will dominate 🧐AI Hardware | $NVIDIA Corp(NVDA)$ $ASML Holding NV(ASML)$ $Taiwan Semiconductor Manufacturing(TSM)$ $Broadcom(AVGO)$
AI Chain to Purchase
The Cooperation Between AI Companies Drives Price Higher
Hello everyone! Today i want to share some trading strategies with you!1.Michael Saylor of $MicroStrategy(MSTR)$ is scheduled to present to the $Microsoft(MSFT)$ Board next month on adding Bitcoin to their corporate treasury.Polymarket has opened a market on whether the proposal will pass -- with odds currently at 14% 🤔2. $NVIDIA Corp(NVDA)$ & $Microsoft(MSFT)$ announced new integrations to enhance NVIDIA AI development across Microsoft's platforms & applications 👀3. $Snowflake(SNOW)$ has expanded its partnership with $Microsoft(MSF
The Cooperation Between AI Companies Drives Price Higher
RKLB: A MUST-OWN STOCK
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
RKLB: A MUST-OWN STOCK
TMDX, RKLB, DOCN, GLBE& IONQ: Top 5 Stocks to Own With a Market Cap Under $10B
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
TMDX, RKLB, DOCN, GLBE& IONQ: Top 5 Stocks to Own With a Market Cap Under $10B
Trading Ideas| Which One to Choose?
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 |
Trading Ideas| Which One to Choose?
Trading Ideas| Which Stock will Benefit a Lot!
Hello everyone! Today i want to share some trading ideas with you!1. $Palantir Technologies Inc.(PLTR)$ launches AIP for developers at DevCon -- why does it matter? 👇🏼We’ve already seen how successful Palantir’s AIP has been in transforming enterprises -- now, by opening it up to developers, the possibilities expand even further.Individual developers and smaller teams can now access the same powerful AI tools that have driven success in large organizations -- unlocking new possibilities for innovation and impact.2.Watching Trump select his cabinet has been both entertaining and market-moving -- I’m especially interested in his choice for Treasury Secretary. Polymarket currently shows Scott Bessent, former CIO of Soros Fund Management, as the stron
Trading Ideas| Which Stock will Benefit a Lot!
Trading Ideas| AI Chains Point out the Future!
Hello everyone! Today i want to share some trading ideas with you!1.When you’re at an inflection point like $Palantir Technologies Inc.(PLTR)$ ’s AIP -- valuation takes a back seat. Its impact on enterprise AI mirrors the transformative effects of $Amazon.com(AMZN)$ 's AWS on cloud infrastructure, $Apple(AAPL)$ 's iOS on mobile apps & $NVIDIA Corp(NVDA)$ 's CUDA on GPU apps.My conviction couldn’t be higher 😎2. $Palantir Technologies Inc.(PLTR)$ extends its contract with global mining giant $Rio Tinto PLC(RIO)$ for another 4 years --
Trading Ideas| AI Chains Point out the Future!
Trading Ideas| How to Invest?
Hello everyone! Today i want to share some trading ideas with you!1. $SUPER MICRO COMPUTER INC(SMCI)$ troubles are snowballing 👇 Super Micro has halted construction of a new factory in Malaysia, prompting YTL Corp. to shift its $NVIDIA Corp(NVDA)$ AI server orders to Taiwan's Wiwynn for a major AI data center -- marking the first significant order transfer 👀2.Bank of America reports that $Advanced Micro Devices(AMD)$ is gaining CPU market share over $Intel(INTC)$ , particularly in PCs, with AMD’s shipments up 15% QoQ while Intel’s fell 3%, and notes rising adoption of $ARM Holdings Lt
Trading Ideas| How to Invest?
IONQ: A Promising Contender at the Intersection of AI
Hello everyone! Today i want to share some trading ideas with you!1.What drove me to buy $IONQ Inc.(IONQ)$ last year when it was trading below $7? 👇 IonQ is the first to go public with an exclusive focus on quantum computing. While most of us are accustomed to classical computers for daily tasks, IonQ’s systems run on quantum mechanics, enabling them to solve complex problems at speeds that make today’s fastest supercomputers look slow.Why Quantum Is DifferentQuantum computing isn’t just faster -- it operates in a fundamentally different way. For example, in 2019, $GOOGL Sycamore processor solved a Random Circuit Sampling (RCS) problem in 200 seconds. The world’s fastest classical supercomputer? It would need 10,000 years to do the same. This show
The Widely Application of AI Drives the Industry Higher!
Hello everyone! Today i want to share some trading ideas with you!Gartner forecasts a 140% CAGR for the AI applications market, reaching $150B by 2029 -- I believe these 3 companies are perfectly positioned to capitalize on this growth trend 🧐1. $NVIDIA Corp(NVDA)$ • Their A100 & H100 GPUs are essential for demanding AI tasks like neural network training and large-scale data analytics. Additionally, Nvidia's CUDA platform crucially supports AI development by enhancing computational efficiency and supporting complex AI algorithms.2. $Tesla Motors(TSLA)$ • They extensively uses AI across its product range, notably in its Autopilot & FSD systems. Beyond autonomous driving -- Tesla leverages AI for pr
The Widely Application of AI Drives the Industry Higher!
IONQ: What's the Acquisition Means for?
Hello everyone! Today i want to share some trading ideas with you!1. $IONQ Inc.(IONQ)$ acquires Qubitekk for $22M -- why this matters 🧐The acquisition of Qubitekk is a strategic entry into the critical grid security market. Qubitekk’s strong relationships with telecommunications companies provide IonQ with an invaluable opportunity: access to real-world testing environments for its quantum technology. Grid security has never been more essential, with national infrastructure increasingly vulnerable to cyber threats. Qubitekk’s collaborations with $VZ & $JNPR mean that IonQ can pilot quantum-secured communication in real-world scenarios, making its solutions more robust and practical. By integrating quantum technology into grid infrastructure --
IONQ: What's the Acquisition Means for?
Market Reactions to Trump’s Presidential Win
Hello everyone! Today i want to share some trading ideas with you!Market reactions to Trump’s presidential win 🧐• $First Solar(FSLR)$ down 13% on fears of IRA cuts -- while $Tesla Motors(TSLA)$ jumps 12% with expected EV incentives pressuring competitors.• $Coinbase Global, Inc.(COIN)$ , $T-Rex 2X Long Bitcoin Daily Target ETF(BTCL)$ , $Robinhood(HOOD)$ , $T-Rex 2X Long MSTR Daily Target ETF(MSTU)$ & $CleanSpark, Inc.(CLSK)$ up over 10% as Trump’s favorable crypto stance boosts sentiment.•
Trading Ideas| First Hand of AI
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!!
Trading Ideas| First Hand of AI
Trading Ideas| The Wild Day
Hello everyone! Today i want to share some trading ideas with you!1.Today’s going to be a wild day, but no matter what happens -- I’m stepping back to appreciate that it’s a great time to be a growth investor:• $Palantir Technologies Inc.(PLTR)$ above $50• $NVIDIA Corp(NVDA)$ above $140• $CrowdStrike Holdings, Inc.(CRWD)$ above $300• $IONQ Inc.(IONQ)$ above $15• $Rocket Lab USA, Inc.(RKLB)$ at $12• $Tesla Motors(TSLA)$ above $250• $Axon Enterprise, Inc.(AXON)$ above $4002.I’m not selling any of
PLRE: Best Performer In AI
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
PLRE: Best Performer In AI
PLTR: Huge Potential to Buy!
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
PLTR: Huge Potential to Buy!
Trading Ideas| Which Stock to Buy?
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!!
Trading Ideas| Which Stock to Buy?
TMDX: Why I double My Positions Twice!
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
TMDX: Why I double My Positions Twice!
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