Grand View Horizon forecasts that the Brazilian online gambling market will grow with a 12.3% CAGR to reach $3.9B by 2030! $Meridian Hldg(MRDN)$ became one of the rare companies awarded a Brazilian online casino and sports betting license in 2025. A reminder that $MRDN trades for a $160M Market Cap and trades for 8x OCF. The Brazilian opportunity is very promising for a small cap of such size. MeridianBet entered this market at a perfect moment, just in time for the 2026 FIFA World Cup. Brazilians love football almost as much as Jesus, and it just started in the US, Mexico, and Canada, the same time zones as Brazil. I have no doubts that sports betting volumes will break new records.

$Meridian Hldg(MRDN)$ went public through a reverse merger with $GOLDEN MATRIX GROUP NEW(GMGID)$ . Some readers are probably thinking: Why did MeridianBet owners merge with a much smaller US-based company, mostly for equity? They were making millions of dollars in profit running online casinos in Southern Europe, so why bother? I think there are a few reasons. 1) Being a publicly listed US company comes with a certain level of legal, operational, and reputational advantages! A US company applying for a gaming license or seeking banking, payment processing, or other services will have an easier time than a Serbian one. 2) US is a huge opportunity for the company. It would be incredibly difficult for a sma

The biggest winners are rarely hidden—they tend to lead for months before the broader market notices. Tracking market leaders, emerging challengers, and speculative breakouts can help investors stay aligned with the strongest themes and avoid chasing yesterday's winners. Focus on the leading stocks: Market Leaders $SanDisk Corp.(SNDK)$ $Western Digital(WDC)$ $Seagate Technology PLC(STX)$ $ARM Holdings(ARM)$ $Micron Technology(MU)$ $Marvell Technology(MRVL)$ $Dell Technologies Inc.(DELL)$

Solar will power the future of AI. Elon said “solar electricity will become by far the biggest source of power for civilization". So, here's the breakdown of the solar sector: Solar Panels: $First Solar(FSLR)$ $JinkoSolar(JKS)$ $T1 ENERGY INC(TE)$ $Canadian Solar(CSIQ)$ Canadian Solar Plant Operators: $Clearway Energy Inc(CWEN)$ $Enlight Renewable Energy Ltd.(ENLT)$ $Spruce Power Holding Corporation(SPRU)$ Tracker Systems: $Nextpower(NXT)$

For years, AI infrastructure has been the leading theme. And there is no reason to think that has changed. It has only accelerated. Chips: $NVIDIA(NVDA)$ $Broadcom(AVGO)$ $Advanced Micro Devices(AMD)$ $ASML Holding NV(ASML)$ $ARM Holdings(ARM)$ $KLA-Tencor(KLAC)$ Foundry: $Taiwan Semiconductor Manufacturing(TSM)$ $Intel(INTC)$ Memory: $SanDisk Corp.(SNDK)$ $Micron Technology(M

$IREN Ltd(IREN)$ Development Pipeline: 1) Childress, Texas 750MW, with a total revenue potential of $6-7B. Over 2,600 construction workers are currently on-site. Commissioning is actively underway for the high-density Nvidia GB300 superclusters. First capacity is set to go to $Microsoft(MSFT)$ in Q3 2026. 2) Sweetwater, Texas 2GW, with a total revenue potential of $18-20B. The foundational 1.4 GW substation was successfully energized and connected to the Texas grid. Construction has commenced on the first 200 MW block of liquid-cooled data centers tailored for advanced architectures, including Nvidia Vera Rubin. The initial 300 MW capacity is scheduled to begin rolling online in 2027. (Hyperscaler contrac

Emerging market stocks have not done well in the last 12 months due to Tariffs and the Iran War. However, that doesn't change the fact that in the long term, these economies offer a very attractive growth opportunity. One company positioned well is $Meridian Hldg(MRDN)$ Many emerging markets, such as Brazil, Mexico, and Africa, have recently simplified legal frameworks, making it easier for online casinos to operate. - Large young populations - Growing internet penetration - Growing mobile access - Sports obsessed - Lower competition At the same time, these are some of the fastest-growing economies in the world, with millions of people forecast to escape poverty and enter the lower and middle classes! As people’s income grows, they seek new en

Most online casinos rent their games, but $Meridian Hldg(MRDN)$ develops them in-house through Expanse Studios. - 77 Games - 6 New Games in Q1 2026 - 1,519 operators using the games - 15 Countries - 4 New Countries in Q1 2026 - 156% Growth in players - 345% Revenue Growth Now this division is actively expanding into New Jersey and Ontario. The strategy is quite simple, yet effective. Develop the best games for your own casinos, then offer the same games in regions where you don't operate. This is the same principle at play, as the Tech Platform Business for $SoFi Technologies Inc.(SOFI)$ The first priority of $SOFI The Tech Platform is that $SOFI has the best banking and fintech software. Then additional

Forward Revenue Growth of Chip Stocks: $Micron Technology(MU)$ 199.8% $NVIDIA(NVDA)$ 81.4% $Astera Labs, Inc.(ALAB)$ $ALAB 81.3% $Broadcom(AVGO)$ 65.7% $Advanced Micro Devices(AMD)$ 42.7% $Marvell Technology(MRVL)$ 40.6% $Teradyne(TER)$ 40.3% $Intel(INTC)$ 11.1% $Broadcom(AVGO

$NVIDIA(NVDA)$ is literally telling you what power semis to buy: 1. $Navitas Semiconductor Corp(NVTS)$ +208.40% 2. Mediatek +207.59% 3. $STMicroelectronics NV(STM)$ +172.97% 4. $Flex Ltd(FLEX)$ +136.30% 5. $Power Integrations(POWI)$ +125.94% 6.Delta Electronics +122.16% 7. $Alpha & Omega Semiconductor(AOSL)$ +117.70% 8. $ON Semiconductor(ON)$ +110.14% 9. $Infineon Technologies AG(IFNNY)$ +104.29% 10. $Vertiv Hold

A core differentiator is that instead of buying standard servers, $NEBIUS(NBIS)$ designs its own servers. An AI server is basically a Lego. It contains GPUs, CPUs, memory, networking equipment, cooling systems, and more. Nebius engineers decide how many $NVIDIA(NVDA)$ GPUs, $Advanced Micro Devices(AMD)$ CPUs, $Micron Technology(MU)$ memory chips, and $Broadcom(AVGO)$ networking chips each server needs, where they will be positioned, and how the liquid cooling system will reduce temperature. The actual equipment assembly is done by outsourced electronics contractors such as Foxconn,

6️⃣ Stocks Trading at a Discount 1. $DLocal Limited(DLO)$ Country: Uruguay Industry: Payments Ticker: $DLO Market Cap: $3.5B EBITDA Margin: 22.5% ROE: 37.2% FWD P/E: 13 2028 Revenue CAGR: 28% 2028 EPS CAGR: 21% 2. $Pagaya Technologies Ltd.(PGY)$ Ticker: $PGY Country: US/Israel Industry: AI Lending Market Cap: $1.2B Net Margin: 7% ROA: 22% FWD P/E: 4 2028 Revenue CAGR: 13% 2028 EPS CAGR: 54% 3. $Meta Platforms, Inc.(META)$ Ticker: $META Country: US Industry: Social Media Market Cap: $1.5T Net Margin: 7% ROA: 32.8% FWD P/E: 18 2028 Revenue CAGR: 20% 2028 EPS CAGR: 16% 4. $Micron Technology(MU)$ Country: US Industry: Memory Tic

Suddenly, you're 3 years in and have nothing to show for it. Year 4 comes around, and you make back 3 years of losses in six months and never look back. Gradually, then all at once. You’re delusional if you think an education in the market is free or quick. Or that you'll beat the market in year one? or two? Doctors are in school for 10 YEARS. Regular college degrees are 4 years and you don't learn shit. Even an apprenticeship as an plumber takes years. Good things take time. Markets are no different. Think of it like any other education process you've ever been through...except this one can return 10,000x on your initial investment if you ruthlessly learn, adapt, and improve. Pay the piper. Pay father time. Part of the game. When you pray for rain, you gotta be ready to deal with the mud