To The Moon

In times of volatility like we’re seeing now, having a prepared buy list is essential to take advantage of opportunities -- here’s my list 🧐

$TransMedics Group, Inc.(TMDX)$ -- Revolutionizing transplant medicine with its innovative OCS, which transforms the logistics of organ transplantation. TransMedics has a strong network effect moat -- as it scales its fleet of systems to maintain dominance in this life-saving space.

$Snowflake(SNOW)$ -- Positioned for explosive growth as data needs skyrocket in the AI era. Snowflake’s unique pay-as-you-go pricing model and expanding AI-driven product lineup, like Cortex AI, make it indispensable for enterprises scaling data usage.

$Amazon.com(AMZN)$ -- A clear beneficiary of AI-driven operational efficiency and AWS dominance. With vertical integration reducing third-party dependencies and Amazon poised to capitalize on the booming AI chip market, the road to $300 by 2025 looks tangible.

$Astera Labs, Inc.(ALAB)$ -- Specializes in connectivity solutions for AI and data-centric workloads, addressing bottlenecks in high-performance computing. Its hardware and software solutions are pivotal in enabling seamless data movement across AI and cloud infrastructures, positioning it as a critical player in the evolving tech landscape.

$MongoDB Inc.(MDB)$ -- Well-positioned as the world shifts toward AI-driven applications requiring flexible, scalable, and high-performing database solutions. The adoption of Atlas, its fully-managed cloud database, continues to fuel significant growth.

$Cloudflare, Inc.(NET)$ -- Controls over 20% of global internet traffic and remains a critical player in web security, CDN, and serverless computing. Its push into AI with products like Workers AI and partnerships with $Amazon.com(AMZN)$ & $Microsoft(MSFT)$ solidify its edge in edge computing.

• $MercadoLibre(MELI)$ -- Dominates e-commerce and digital payments across LATAM, with unparalleled reach in the region. Its ability to grow both its marketplace and fintech ecosystem makes it a dual-threat growth story as digital adoption surges.

• $ASML Holding NV(ASML)$ -- The backbone of semiconductor manufacturing with an unshakable monopoly on EUV lithography machines. With increasing demand for advanced chips in AI, 5G, and IoT, ASML is an unparalleled pick for long-term tech exposure.

• $Axon Enterprise, Inc.(AXON)$ -- Their body cameras, cloud-based evidence platform, and Tasers create a complete public safety ecosystem that drives strong recurring revenue from law enforcement and military clients. But it doesn’t stop there -- Axon’s TAM is expanding into the retail sector, with $WMT announcing plans to equip employees with body cameras.