To The Moon

1. $NVIDIA Corp(NVDA)$

Semiconductors $NVDA are continuing to be the core of the AI revolution with their GPU technology becoming more and more vital in the growing digital economy.

2. $SentinelOne, Inc(S)$

Cybersecurity $S are rapidly winning share in the emerging technology cybersecurity market whilst maintaining their position as a key player in the endpoint market. They're the fastest growing cybersecurity company and are trading at a very reasonable valuation post Q1 earnings.

3. $MercadoLibre(MELI)$

E-Commerce One of the most diversified companies in LatAm. With LatAm e-comerce set to double over the next 3 years, leading companies like $MELI will set to benefit from their e-commerce and payments business segments.

4. $Newmont Mining(NEM)$

Mining $NEM recently acquired Newcrest which allows them to increase their allocation to Copper, a commodity that I am extremely bullish on long term. They still have just below 90% allocation to Gold which I see as bullish given the macro environment.

5. $Uber(UBER)$

Transport The opportunities for $UBER are huge in their current delivery and mobility businesses. As well as this, they will also likely be key in the robo-taxi era competing with or against $TSLA.

6. $TransMedics Group, Inc.(TMDX)$

Organ Transplantation Their OCS technology has become revolutionary for organ transplantation and has been key to saving multiple lives. They're essentially creating their own market as the technology becomes more and more widespread.

7. $Nu Holdings Ltd.(NU)$

FinTech A higher risk, higher reward play banking on the growing adoption of digital financial services in LatAm. With 54% of Brazilians on the Nu Platform, the opportunities are immense.

8. $Tesla Motors(TSLA)$

EV, AI, & Software Their FSD technology is likely going to become the core of the EV market. Add in Optimus, robo-taxi (could be huge) and car manufacturing and you've got a multi-trillion dollar company.

9. $Celsius Holdings, Inc.(CELH)$

Beverage $CELH has been a tough stock to own the last month but with international expansion, margin expansion, and slowing growth of competitors like $MNST, $CELH is set to continue expanding their market share.

10. $ALARUM TECHNOLOGIES LTD SPON ADS EACH REP 10 ORD SHS (POST SPLT)(ALAR)$

Data Mining Revenues for NetNut have gone from $6.4 million to $21 million in two years with NRR increasing YoY. In an industry set to grow at 29% YoY, $ALAR will no doubt be a big player if these trends continue.

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