To The Moon

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I believe $CrowdStrike Holdings, Inc.(CRWD)$ is one of the most compelling growth‑at‑scale stories in the market today. Here’s why I’m watching CrowdStrike so closely, from its business model to its chart setup, and why I think it deserves a spot on my shortlist. I’ve long admired how CrowdStrike pioneered a cloud‑native approach to endpoint security with its Falcon platform. Unlike legacy on‑prem appliances, Falcon delivers real‑time protection and threat hunting entirely from the cloud, letting customers scale instantly and avoid hardware refresh cycles. Over the past year, I’ve seen them layer on AI‑driven threat detection, leveraging machine learning to flag unusual behavior before an attack can propagate. That strategic pivot not only widens

$Snowflake(SNOW)$ stands out to me for three key reasons: AI‑First Data Cloud Robust Growth & Expanding Use Cases Technical Setup Suggests a Breakout At its core, Snowflake’s transformation from a pure‑play data warehouse into a full‑blown data‑to‑AI platform sets it apart from peers. In its most recent Summer ’25 software release, Snowflake introduced native support for large‑language‑model inference and vector search. This means customers can architect generative‑AI applications directly atop their existing data, without stitching together multiple toolchains. From where I sit, that seamless integration not only removes friction for enterprise AI projects but also deepens customer lock‑in—two advantages that should drive higher ASPs and serv

$NVIDIA(NVDA)$ recently broke out from a consolidation base, and is now trading up, reaffirming its status as the leading AI/semiconductor play. I think this breakout isn't just technical noise—it’s a vote of confidence in NVIDIA’s dominance in AI chips, especially in data-center deployment and generative models. Technical Strength & Momentum The price keeps forming higher highs and higher lows, signaling sustained bullish momentum. A clear close above $160 on high volume would validate the breakout and suggest further upside toward $175–$180. NVDA Daily Chart Most retail investors often forget that NVIDIA is not just riding hype—it’s backed by real-world performance. Its GPUs (H100, H200, and upcoming Blackwell family) are core to AI infrastr

I’ve been watching $Apple(AAPL)$ closely, I think it’s shaping up as one of the more compelling large‑cap names to consider today. From my perspective, what makes Apple genuinely enticing right now is the convergence of strategic AI partnerships, renewed technical momentum, and rock‑solid capital allocation. First, on the innovation front, Apple is taking concrete steps to close its AI gap. Reports that the company is in discussions with OpenAI and Anthropic to supercharge Siri reflect a shift from laggard to contender in generative AI—arguably the most important tech theme of our era. If Apple can meaningfully integrate large‑language models into its device ecosystem, it gains both a functional edge and stickier customer lock‑in, which could tran

I've noticed a flurry of institutional activity around LRCX: Vident Advisory boosted its stake by a whopping 971%, Vanguard by 893%, and other big names like FMR, Ameriprise, and Geode also stepped in during the latest quarter. That kind of backing from smart money suggests they see long-term value—potentially around next-gen chip equipment demand. Lam Research is one of just a few companies supplying critical wafer fabrication tools—etch, deposition, cleaning—to leading-edge fabs ($Taiwan Semiconductor Manufacturing(TSM)$, $Samsung Electronics Co., Ltd.(SSNLF)$, $Intel(INTC)$). Their tech enables the smallest transistor nodes (3 nm, 2 nm, and beyond), which are

$AeroVironment(AVAV)$ just caught my attention—and here’s why I believe it’s shaping up as one of the more exciting stocks to watch right now. With institutional investors buying quietly, AVAV is building a solid base before the bigger move. That steady support behind the scenes could make any future breakout more reliable. Q4 saw an astounding +274% YoY in EPS and +40% YoY in revenues. While recent EPS momentum decelerated slightly (77 EPS Rating), the growth trajectory remains strong and validates the current technical breakout. AVAV Daily Chart Among peers like $Heico(HEI)$ and $Espey Manufacturing & Electronics(ESP)$, AeroVironment ranks 6th in its group—a

$Micron Technology(MU)$ Q3 report blew past expectations—a really notable development. The company posted adjusted EPS of $1.91, easily beating estimates of $1.60, and revenue surged 37% year-over-year to $9.3 billion, topping forecasts of $8.86 billion. That level of upside made me pause—it’s rare to see such strong demand in memory chips, and Micron is clearly riding the wave. What caught my eye most was Micron’s Q4 guidance—$2.50 EPS on $10.7 billion revenue, well above Wall Street’s $2.03 and $9.9 billion estimates. That forward-looking confidence indicates persistent demand, primarily in AI-heavy data centers, thanks to their new HBM4 high-bandwidth memory products. In my view, Micron is no longer just a commodity memory maker—it’s gaining mome

I’ve been closely tracking $Jabil Circuit(JBL)$ and believe that it’s emerging as one of the more compelling stocks to consider at the moment. The company isn’t searching for attention—it’s commanding it through a potent combination of accelerating growth, technical strength, and growing analyst optimism. Let me walk you through why Jabil has captured my attention. First and foremost, Jabil delivered an exceptional Q3 report. The company posted a 35% increase in earnings per share, marking its second straight quarter of robust profit improvement, and about a 16% rise in revenue, which extended its accelerating sales streak to four consecutive quarters. Seeing both top and bottom lines strengthen so meaningfully is rare outside of high-octane tech n

I’ve had my eye on $Extreme Networks(EXTR)$ and believe it’s one of the most interesting U.S. stocks to watch right now. EXTR scores higher than 96% of all stocks based on IBD’s SmartSelect—a combination of fundamental and technical strength. That puts it in elite company, signaling well-rounded performance. The company also reported a robust +35% year-over-year revenue increase in Q3, marking its fourth consecutive quarter of acceleration. That’s a clear indicator of strong underlying business momentum. Within the Computer-Networking sector, EXTR ranks first—outpacing peers like $Cisco(CSCO)$ and $Radware(RDWR)$. That dominance tells me the market is beginning t

$KLA-Tencor(KLAC)$ is the global leader in semiconductor process-control solutions and inspection tools—essential to every chip manufacturer’s production pipeline. Thanks to its unrivaled tech and sticky customer relationships, the company enjoys predictable demand and pricing power. In Q3 FY25, KLA reported an impressive 60% year-over-year surge in EPS to $8.41, with revenue climbing 30% to $3.06 billion. Analysts expect a further 36% earnings growth in 2025—a rareachievable performance in semis today. KLA has raised its quarterly dividend and added $5 billion to its share repurchase program—sending a clear signal that it expects continued cash flow strength and aims to reward shareholders. Technical Outlook KLAC Weekly Chart The stock has formed