To The Moon

$Taiwan Semiconductor Manufacturing(TSM)$ Profits surged more than 70%. Honestly, imagine if your company's profits went up 70% and you expect even more revenue going forward. To me, this doesn't feel like an AI bubble; it feels more like something real. $Intel(INTC)$  $Advanced Micro Devices(AMD)$  $NVIDIA(NVDA)$ 

$NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$  $Micron Technology(MU)$ $SUPER MICRO COMPUTER INC(SMCI)$ $ASML Holding NV(ASML)$ ASML seems poised for a strong move. I'm optimistic about its potential.

$NEBIUS(NBIS)$ It's anyone's guess, but my prediction is a high of 217, a low of 204, and a close at $209. Let's see how it plays out.

$NEBIUS(NBIS)$  A quick reminder that with earnings roughly four weeks out, the stock moved up around 80 points in the two weeks leading up to the last report. It's possible we could see a similar pattern this time.

$IREN Ltd(IREN)$ $NEBIUS(NBIS)$  $TeraWulf Inc.(WULF)$ $CoreWeave, Inc.(CRWV)$ $Keel Infrastructure Corp(KEEL)$ The sector seems severely mispriced to me. The whole sector could re-rate significantly once revenue growth becomes more visible in the financials. I think all five could reach new all-time highs within the next three months.

$NEBIUS(NBIS)$  If you can ride out the swings in this one, you can handle anything. It's the most volatile stock I've ever held. There may be attempts to shake out retail, but I think there's potential for it to go much higher.

It often feels like the biggest opportunities appear when the market hasn't fully priced in what's ahead. I'm keeping an eye on a few names with what I see as high potential upside. $AST SpaceMobile, Inc.(ASTS)$ , for instance, is trading around $75, which to me looks like a significant discount if you believe in its long-term prospects. Similarly, $NEBIUS(NBIS)$  at around $220, $Hims & Hers Health Inc.(HIMS)$  at $36, $Oscar Health, Inc.(OSCR)$  at $31, and $Ondas Holdings Inc.(ONDS)$  at $7 all seem to present a gap between their current prices an

$NEBIUS(NBIS)$  I didn't realize it had reached $230 today.

$APPLIED DIGITAL CORP(APLD)$ $NEBIUS(NBIS)$  $NVIDIA(NVDA)$ Meta is planning to double its compute capacity to 14 gigawatts by 2027.

Here's my 3-5 year watchlist. These are the names I think could see significant compounding if their growth stories continue to play out. $AST SpaceMobile, Inc.(ASTS)$  – long-term target: $250 $Atlassian Corporation PLC(TEAM)$  – long-term target: $820 $NEBIUS(NBIS)$  – long-term target: $800 $JD.com(JD)$  – long-term target: $120 $NVIDIA(NVDA)$  – long-term target: $650 They're in different sectors with different catalysts, but the common thread is strong growth potential, expanding addressable markets, and positioning in major future trends. Long-term i