The surge of AI has illuminated the semiconductor ecosystem as the indispensable backbone of this technological revolution. AI’s boundless potential, while awe-inspiring, relies on the intricate symphony of semiconductor innovation to transition from theoretical concept to practical reality. Far beyond simply providing chips, the semiconductor industry orchestrates the essential processes that enable AI to thrive -- bridging the gap between abstract promise and tangible impact.ImageComputational "Brain" At the core of AI lies its computational "brain" -- the GPUs, CPUs, and accelerators that power the training and inference of complex models. Dominated by players like $NVIDIA(NVDA)$ $Advanced Micro Devices(AMD

In 2024, $Palantir Technologies Inc.(PLTR)$ didn’t just make waves; --it redefined what a breakout year could look like, surging ~400% and earning coveted spots in both the $SPDR S&P 500 ETF Trust(SPY)$ and $Invesco QQQ(QQQ)$ . Such meteoric success, naturally, invites skeptics. The familiar cries of “overvalued” and “bubble” echo across discussions, but these labels often reflect short-term myopia rather than a genuine understanding of Palantir’s trajectory. Is this a fleeting phenomenon, or are we witnessing the early chapters of something transformative? ImageLucrative, Long-term, and FoundationalPalantir’s rise is not a tale of irrational exuberance but a d

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. $

Small caps are starting to look VERY attractive. Many are down significantly from their peaks, creating some potentially juicy opportunities.Today highlights the importance of patience and a long-term view in small-cap investing. By holding firm and even starting a couple of new positions -- I achieved my largest dollar gain ever in the portfolio.Here are the top 5 holdings: $IONQ Inc.(IONQ)$ $Jumia Technologies AG(JMIA)$ $Rocket Lab USA, Inc.(RKLB)$ $Aehr Test(AEHR)$ $Indie Semiconductor Inc.(INDI)$ Image

$MercadoLibre(MELI)$ The recent 20% dip in MercadoLibre’s stock price reflects mounting geopolitical and macroeconomic concerns rather than any fundamental flaw in the business. The primary macro headwind was Brazil’s announcement of a $12B spending cut through 2026, paired with tax hikes on the wealthy and exemptions for lower-income citizens -- which utterly failed to inspire confidence among investors. In the short term, MercadoLibre felt the blow.But the numbers tell a more compelling story -- one of a business defying its environment with an audacious commitment to growth. In Q3 2024, MercadoLibre posted revenue of $5.3B, up 35% YoY and surpassing analyst expectations. Strip away currency distortions, and that growth balloons to an extraordin

1.Here are some stocks showing strength despite today's market 👇 $Palantir Technologies Inc.(PLTR)$ $CrowdStrike Holdings, Inc.(CRWD)$ $NVIDIA(NVDA)$ $Rocket Lab USA, Inc.(RKLB)$ $BILL HOLDINGS INC(BILL)$ $Shift4 Payments, Inc.(FOUR)$ $Marvell Technology(MRVL)$ $Netflix(NFLX)$ $Oklo Inc.(OKLO)$ $Viking Therapeutics(VKTX)$ $Sweetgre

The recent 20% dip in $MercadoLibre(MELI)$ ’s stock price reflects mounting geopolitical and macroeconomic concerns rather than any fundamental flaw in the business. The primary macro headwind was Brazil’s announcement of a $12B spending cut through 2026, paired with tax hikes on the wealthy and exemptions for lower-income citizens -- which utterly failed to inspire confidence among investors. In the short term, MercadoLibre felt the blow.ImageBut the numbers tell a more compelling story -- one of a business defying its environment with an audacious commitment to growth. In Q3 2024, MercadoLibre posted revenue of $5.3B, up 35% YoY and surpassing analyst expectations. Strip away currency distortions, and that growth balloons to an extraordinary 103

$Micron Technology(MU)$ The AI landscape is undergoing a tectonic shift, reshaping technology investment in profound and unexpected ways. At the forefront of the transformation stands Micron, uniquely positioned to thrive as artificial intelligence evolves beyond its nascent stages. While early AI advancements were dominated by GPU clusters powering pre-training compute, the focus has shifted dramatically. The future of AI now hinges on memory -- a domain where Micron holds an undeniable edge.Post-training inference, the process that enables AI to interact with the world in real time, is emerging as the linchpin of modern AI applications. This methodology relies on GPUs equipped with exponentially greater memory capacity, enabling LLMs to deconstruc

My Take on $Micron Technology(MU)$ Ahead of Their Q1 FY25 Earnings Today 🧐The AI landscape is undergoing a tectonic shift, reshaping technology investment in profound and unexpected ways. At the forefront of the transformation stands Micron, uniquely positioned to thrive as artificial intelligence evolves beyond its nascent stages. While early AI advancements were dominated by GPU clusters powering pre-training compute, the focus has shifted dramatically. The future of AI now hinges on memory -- a domain where Micron holds an undeniable edge.ImagePost-training inference, the process that enables AI to interact with the world in real time, is emerging as the linchpin of modern AI applications. This methodology relies on GPUs equipped with exponential

Businesses are being swept into a data-driven frenzy, demanding colossal quantities of information and breakneck processing speeds. In this escalating arms race for intelligent systems, tools like data warehouses, lakehouses, and edge computing frameworks are no longer optional; they are critical infrastructure. Companies like $Snowflake(SNOW)$ , Databricks, $Palantir Technologies Inc.(PLTR)$ , $MongoDB Inc.(MDB)$ & $Cloudflare, Inc.(NET)$ aren’t merely participants -- they’re orchestrating a paradigm shift, unlocking layers of data that were once too vast, too fragmented, or too slow to leverage meaningfully.Snowflake

Businesses are being swept into a data-driven frenzy, demanding colossal quantities of information and breakneck processing speeds. In this escalating arms race for intelligent systems, tools like data warehouses, lakehouses, and edge computing frameworks are no longer optional; they are critical infrastructure. ImageCompanies like $Snowflake(SNOW)$ $Palantir Technologies Inc.(PLTR)$ $MongoDB Inc.(MDB)$ $Cloudflare, Inc.(NET)$ Databricks aren’t merely participants -- they’re orchestrating a paradigm shift, unlocking layers of data that were once too vast, too fragmented, or too slow to leverage meaningfully.1.

I was able to take part in the latest funding round for Databricks at a $62B valuation -- an investment that now makes up 6% of my growth portfolio.At first glance, the price tag feels lofty. But take a closer look, and it becomes clear, Databricks isn’t just a player in AI’s next chapter -- it’s the stage on which the story unfolds.ImageDatabricks is the toolkitThe explosion of AI has created a tidal wave of data, relentless in scale and complexity. For businesses, the question isn’t if they need to harness this data -- it’s how to do it faster, smarter, and more efficiently than anyone else. That’s where Databricks comes in. At the heart of its offering lies the lakehouse architecture, a masterstroke that merges the flexibility of data lakes with the precision of data warehouses. For com