To The Moon

I continue adding to $DigitalOcean Holdings, Inc.(DOCN)$ . The guy who was acting as *both* the CTO and CPO resigned on November 26th, and the stock didn't flinch.It's actually up over 7% since that day. Something that should've created uncertainty...was completely absorbed? I noted this.Now just go recruit an elite CTO, and I think the stock will go nuts. This is a catalyst for me now...something to look forward to.They seem to be pushing upmarket, which I love. Reminds me a little of Shopify, which started almost exclusively as a tool for small businesses and expanded into enterprise as they grew.I see the same situation unfolding with DOCN...as clients grow, DOCN grows with them.Q3 moves gave DOCN a cleaner balance sheet, more flexibility, and

$Tesla Motors(TSLA)$ + surprise news in December? There's a pattern.Musk LOVES to enter a new year with a "storyline reset".Almost every major sentiment shift for Tesla happens around December. Look back at 2018-2024, there was always some magic in December (see attached graphic).Last Friday, someone bet $2.15M that TSLA would hit $490 by the end of the coming week (Dec 12)....and there's other highly unusual options trades betting on a big move for TSLA this month.Musk never closes out the year quietly. One idea I'm watching:- trump just announced approval of "the manufacturing of tiny cars in America."👀- musk just launched "cheaper versions" of model 3 in Europe 2 DAYS AGO.Trump’s announcement about ‘tiny cars made in America’ lines up suspicio

When Ozempic went viral in the media because of celebrities such as Kim Kardashian allegedly using it for weight loss, the demand exploded. While that drove sales and enabled $Novo-Nordisk A/S(NVO)$ to demand a high price, it also pushed the government to increase the supply, thus, the FDA declared a shortage.When compounding began, the demand for Semaglutide was significantly greater than for $Eli Lilly(LLY)$ 's Tirzepatide, because the latter lacked brand familiarity.Everyone knew Ozempic and wanted to get their hands on it.Companies such as $Hims & Hers Health Inc.(HIMS)$ actively marketed that they were using the same ingredient as Ozempic.Directly aiming t

Which portfolio will have the best return in 5 years?A: $NEBIUS(NBIS)$ $SoFi Technologies Inc.(SOFI)$ $MercadoLibre(MELI)$ $Grab Holdings(GRAB)$ $Alphabet(GOOGL)$ B: $IREN Ltd(IREN)$ $Upstart Holdings, Inc.(UPST)$ $Alibaba(BABA)$ $Hims & Hers Health Inc.(HIMS)$ $Uber(UBER)$ C: $Oklo Inc.(OKLO)$

🚨 $Netflix(NFLX)$ Buying $Warner Bros. Discovery(WBD)$ for $82.7B 🚨This is an ERA-Ending Transformational Deal!The "small-upstart" that was once "doomed to lose" to Hollywood giants once they took streaming seriously, is buying out the biggest, most storied, and most famous movie studio, Warner Bros, and the "King of Premium Television" HBO.If 5 years ago you had told media "experts" and Wall Street analysts that Netflix would buy Warner Bros, they would have asked, "What are you smoking, and where can I get some"?Yet here we are.So what does this mean, and what are the implications?🔴 The Losers:1) The ConsumerThere is no doubt about it. Content quality will go down, and prices will go up. 2) Cinemas were

10 Stocks I would buy as a long-term investor: $DLocal Limited(DLO)$ $Novo-Nordisk A/S(NVO)$ $IREN Ltd(IREN)$ $NEBIUS(NBIS)$ $SoFi Technologies Inc.(SOFI)$ $Advanced Micro Devices(AMD)$ $Rubrik Inc.(RBRK)$ $Root, Inc.(ROOT)$ $Harrow Health Inc(HROW)$ $Alphabet(GOOGL)$ 10 I wouldn't: $Nike(NKE)$

$SoFi Technologies Inc.(SOFI)$ will be included in the $S&P 500(.SPX)$ during tonight's rebalancing announcement. We've seen this movie before.When $SUPER MICRO COMPUTER INC(SMCI)$ joined the S&P, the company announced a $1.5B offering three weeks before the inclusion news.When $Tesla Motors(TSLA)$ joined the S&P, they had two offerings in three months...one was 8 weeks before inclusion news, one was just days before the inclusion news. Sounds familiar?SOFI just announced a $1.5B offering...today is the rebalancing & inclusion announcement, which would officially go into effect on December 19th (2 weeks o

$Harrow Health Inc(HROW)$ +12% 🟢The company just attended the Piper Sandler Healthcare Conference and got an overwhelmingly positive response. Institutional investors are finally realising $HROW potential.1) Melt 300 will be huge. This is Harrow's recently acquired non-opioid sedative that's highly effective for eye care procedures. Already, just this use case is massive. However, Harrow is planning to partner with other pharmaceutical companies to expand to new verticals, such as dental, plastic surgery, dermatology, and anxiety sedation.2) They are also seeking partners to potentially sell Melt internationally.3) VEVYE, their potential blockbuster dry eye disease drug, has doubled market share in just 2 quarters. Recently, it received a preferre

$Uber(UBER)$ and $NEBIUS(NBIS)$ Avride launching robotaxis in Dallas is a bigger deal than most think 🟢- NBIS Avride becomes only the 3rd company in the US behind $Alphabet(GOOGL)$ and $Tesla Motors(TSLA)$ offering paid robotaxi trips. This puts them in the same league as these trillion-dollar companies, despite being a small start-up.- This is also an extremely important symbolic milestone. Today, Avride's valuation in the eyes of potential investors has likely multiplied many times. - I wouldn't be surprised if Avride does a large raise in the next few months at a valuation significantly higher than the last $375M rai

I have a gut feeling that $Opendoor Technologies Inc(OPEN)$ is going to win in a very, very big way.I usually despise these retail-heavy/hyped plays, but I'll tell you what's different with this one...Kaz Nejatian.There's always that guy. Zuck is that guy. Elon is that guy. I think Kaz can be that guy.Not gonna flaunt his resume or give you facts about the guy. I don't need to.Stuff is actually happening.> ceo bought $1M worth of OPEN with personal funds> original founders re-joined & re-invested $40M> going all-in on AI & leaning out headcount> new team> vocal on social media + man of the people> unreal network + partnership opps> massive addressable marketThe thing with elite CEOs, it doesn't matter if their current