Yesterday, $Harrow Health Inc(HROW)$ CEO Mark Baum spoke at Cantor's conference and he couldn't have been more bullish. Here is everything you need to know. 1. The $250M revenue quarter for 2027. This goal has been reiterated since 2025. Put it against Q4 2025's $89.1M, and the growth target seems difficult. The business has to nearly triple. If they achieve this, the stock will rally. 2. Under-promise and over-deliver is the new motto. Baum is changing strategy because Harrow underperformed expectations in H1 2026, when VEVYE pricing changes dragged first-half revenue to about $115M. A lower bar in the future protects the stock from another miss and earns back some credibility. 3. H2 2026 must deliver. Harrow booked roughly $115M in the first hal

$Nu Holdings Ltd.(NU)$ officially started operating in the US yesterday. I think investors may be underestimating what this could become. Right now, the market largely sees Nu as a niche, low-cost digital bank in Brazil. That helps explain why the stock trades around 15x forward earnings. But I think that valuation misses the bigger story. 🏦 $NU isn’t building a traditional bank Nu was built from the ground up on modern technology. That matters. Legacy banks are still carrying decades of old infrastructure, expensive processes and huge operating structures. Nu has a completely different setup. A more efficient technology stack means it can serve customers at a much lower cost. That gives the company room to offer cheaper financial products while sti

You should increase your investments, not your spending. When people earn more money, they immediately begin to spend more money. They buy a nicer car, move into a larger house, and eat at more expensive restaurants. This is called lifestyle inflation. People should put the majority of income increases into their portfolio instead of increasing their spending. I know that this is difficult. People have a bias, as they value immediate rewards much higher than future rewards. Asking a person to cut their current spending to invest more money for the future triggers an immediate psychological reaction. You worked hard last year and deserve that $20K vacation to Bali. Many people treat their bonus differently than their salary, viewing it as free money meant for luxury spending rather than cap

$SK hynix(SKHY)$ just put a huge number on the table: 💰 $28.6B buyback planned for 2026. That’s roughly 3% of the company’s current market cap in a single year. And management plans to direct around 50% of free cash flow toward buybacks and dividends. Analysts expect nearly $600B in FCF from 2026–2028. If that plays out, we could be looking at roughly $300B returned to shareholders over just three years. That’s more than 30% of the company’s current market value. Think about what that means. You’ve got a business still growing earnings, while simultaneously shrinking the share count and sending massive amounts of cash back to shareholders. People may still view $SKHY as a “commodity” business. But a company that can generate this much cash, keep g

Warren Buffett has spent decades proving one simple idea: Getting rich through investing is usually a slow process. And most people don't have the patience for it. Buffett has described his approach as a “get rich slowly” strategy, while also warning that people often want results much faster. That impatience can be expensive. Think about the power of just a 3% annual return difference. 💰 $500 invested every month ⏳ 40 years 📈 9% annual return You end up with roughly $2.34M. Now keep everything the same but earn 6%. You end up with roughly $996K. Same $500 monthly contribution. Same 40 years. The difference is more than $1.3M. 🤯 And only $240K came from your own contributions. The rest came from compounding. That's why patience matters so much. Investors often abandon a strategy because th

Something interesting is happening with $Meridian Hldg(MRDN)$ . Institutional ownership has climbed roughly 50% since June to around 762K shares, with Jane Street, Goldman Sachs, Morgan Stanley and JPMorgan adding exposure in August. 👀 That kind of accumulation gets more interesting when you look at the potential catalyst ahead. 💰 Full-year GAAP profitability. If Meridian reaches GAAP net profitability, $MRDN could start showing up on a much broader range of stock screeners that require positive earnings. And that matters because this is still a sub-$200M small-cap competing for attention with thousands of publicly traded companies. Right now, discovery is part of the problem. But if the current financial trajectory continues and Meridian reaches

Copper is becoming one of the most important commodities in the next phase of the AI and electrification cycle. 🟠 AI data centers need power and massive amounts of wiring. EVs require significantly more copper than traditional vehicles. Power grids, robotics, defense and industrial electrification are adding another layer of demand. And the supply side is getting tighter. Copper recently pushed above $14,700 per tonne as strong demand from power grids and EVs collided with tight supply. The problem is that new mines cannot be brought online quickly. Exploration, permitting, financing and construction can take years, while existing mines face declining grades and rising costs. That creates an interesting setup for copper miners. 👀 ⛏️ Major producers$BHP

One of the themes I keep coming back to is founder-led companies. When the founder still has meaningful influence, you often get a different level of conviction, long-term thinking, and willingness to take big bets. Here’s a founder-led watchlist across some of the biggest growth themes: 💻 Chips$NVIDIA(NVDA)$ 🧠 Software$Palantir Technologies Inc.(PLTR)$ $AppLovin Corporation(APP)$ 🏗️ Data Centers$Oracle(ORCL)$ $Dell Technologies Inc.(DELL)$ $NEBIUS(NBIS)$ $CoreWeave, Inc.(CRWV)$

The fate of Volkswagen explains yesterday's election results in Germany, with AFD securing a massive victory. $Volkswagen AG(VLKAF)$ is down 67% from 2017 peak, and it is on a path towards bankruptcy in 5 years. Its recent 8% jump after the union agreement is unwarranted. They should close factories TODAY, but because of the pressure from the unions and the government, they will close in 2030-34. The unions and the government are not allowing Volkswagen to compete effectively. These delayed factory closures will cost billions and waste valuable time, when there is no time left. This is literally the same thing that happened 2 years ago, when instead of major reforms, unions and the government pressured VW into small cuts and no plant closures. Th

$IREN Ltd(IREN)$ is down 42% from its highs. But the interesting part is what’s happening underneath the stock. Analysts currently see roughly 44% upside, while $IREN remains on track for $4B of 2026 ARR. The company could potentially reach $16B–$24B of ARR in 2027 if its AI infrastructure rollout continues as planned. And the estimates are already moving. The fiscal 2027 revenue estimate has jumped from $1.5B to $2.8B in just 12 months, an 87% increase. The fiscal 2028 estimate has also moved higher, from $6.4B to $7.2B. That’s the key question for me: If analysts had to raise the 2027 estimate by 87%, how much room is there for the 2028 number to move next? The economics are also getting more interesting. GPU pricing remains strong, while custom

Jensen Huang basically gave investors a roadmap for the AI buildout. And the interesting part is that $NVIDIA(NVDA)$ isn't the whole story. NVIDIA describes AI as a five-layer stack running from energy → chips → infrastructure → models → applications. Every layer has to be built, and every layer creates a different investment opportunity. Here’s how I’m looking at it: ⚡ Layer 1 — Energy $Bloom Energy Corp(BE)$ $GE Vernova Inc.(GEV)$ $Quanta(PWR)$ $Forgent Power Solutions, Inc.(FPS)$ $FuelCell(FCEL)$ $V

How does $SK hynix(SKHY)$ not work from here? The setup is almost too obvious: 💰 1. The valuation is still crazy Around 4x forward earnings for a company sitting at the center of the AI memory shortage. The market is clearly pricing in a brutal memory-cycle reversal. But what if this cycle is different? 🔥 2. The margins are insane AI-driven HBM demand has completely changed the economics of memory. SK hynix reported a 72% operating margin in Q1 2026, showing just how much pricing power the current supply environment can create. 🧠 3. The shortage isn't disappearing anytime soon This is probably the biggest part of the thesis. SK hynix's CEO recently said the memory shortage could persist through 2030, while the company plans to begin volume product

I took a position in $Rocket Lab USA, Inc.(RKLB)$ at $64.30 last Friday. The setup is pretty straightforward: 🎯 Catalyst: Golden Dome funding, with the market watching the next major funding developments around October 📈 Volume: Uptick in volume, now above the previous two-week range 👀 Price action: Volume is picking up without a huge expansion in the candle — something I like to see when a stock is building rather than chasing 🧱 Risk: Clear support sitting underneath on the weekly chart 🚀 Theme: Space + defense is becoming one of the most interesting emerging themes in the market And that's the part I really like about $RKLB. I'm not buying it because I think it has already broken out. I'm buying it because risk is defined near support while the