To The Moon

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

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

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 | $NVIDIA Corp(NVDA)$ $ASML Holding NV(ASML)$ $Taiwan Semiconductor Manufacturing(TSM)$ $Broadcom(AVGO)$

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

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

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

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 |

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

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 --

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