AI Stocks are imploding, don't panic! 🔴Here are 10 companies that will dominate the AI age:1/ $IREN Ltd(IREN)$ $IREN is redefining data center infrastructure by building THE world’s most efficient platforms for powering AI compute with 100% renewable energy.As the CEO says, the industry is growing so rapidly, "They can't meet the demand". As global compute demand explodes, traditional data centers are constrained by high energy costs and grid congestion. Legacy infrastructure struggles to scale efficiently while meeting sustainability requirements.The company develops and operates large-scale data centers directly adjacent to renewable energy sources, delivering low-cost, reliable power at scale. This vertically integrated approach enables efficie
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10 companies that will dominate the AI age
10 companies that will dominate the AI age
FWD Revenue Growth Leaders
FWD Revenue Growth of popular tickersWhich is the best risk-reward opportunity?- $AST SpaceMobile, Inc.(ASTS)$ 1,248% 🟢- $NEBIUS(NBIS)$ 373% 🟢- $IREN Ltd(IREN)$ 113% 🟢- $Cipher Mining Inc.(CIFR)$ 69%- $NVIDIA(NVDA)$ 63% - $Hims & Hers Health Inc.(HIMS)$ 59% - $SoFi Technologies Inc.(SOFI)$ 37%- $Nu Holdings Ltd.(NU)$ 36% - $Duolingo, Inc.(DUOL)$ 36% - $Zeta Global Holdi
FWD Revenue Growth Leaders
$GOOG vs $Z: Listings Test, Not a Zillow Killer
$Alphabet(GOOG)$ $Alphabet(GOOGL)$ trying to eat $Zillow(Z)$ 's lunch.Well, Z's lunch and potentially $Rocket Companies(RKT)$ & $Opendoor Technologies Inc(OPEN)$ 's lunch too.But get this...Take a looky at the official google blogs from 2009 & 2011.In 2009, GOOG tried adding the ability to find property for sale or rent directly on Google Maps. 2011, the effort folded.Failed once, now trying again?(side note... GOOG's president & CIO handles the "other bets" investment port, with real estate included👀) Ya maybe Z's gonna get f'd up a little bit (if this gets traction)..
$GOOG vs $Z: Listings Test, Not a Zillow Killer
Vertiv: The AI Infrastructure Winner in India’s Boom
Musk, Nadella, and Jassy all pushing India headlines within 24 hours…*very unusual*.But can be very bullish for $Vertiv Holdings LLC(VRT)$ .Vertiv is the “picks & shovels” guy for AI/data centers.Already used by the big boys like $Microsoft(MSFT)$ $Amazon.com(AMZN)$.Recent partnerships with $NVIDIA(NVDA)$ and $Caterpillar(CAT)$ , developing integrated power + cooling systems for AI infrastructure.Multiple acquisitions in the last 2 quarters (Waylay, Great Lakes Data Racks) tell me they’re in full expansion mode. And India? It’s becoming a core part of their global AI engine.-
Vertiv: The AI Infrastructure Winner in India’s Boom
Is RR the Next Sleeper Robotics Play?
The robotics trade is just beginning. One name I have become interested in is Richtech Robotics, $Richtech Robotics(RR)$ .- part of $NVIDIA(NVDA)$ 's connect partner program- founder led- already deployed 450+ robots across restaurants, hotels, retail, and healthcare What's strange is the president of the company resigned just 8 days ago, per a recent 8K filing...👀Maybe a bullish shakeup coming?Some big voices love this emerging theme:- musk is "excited about robotics"- huang said the “robotics era is just around the corner”- trump "considering order on robotics"RR is a smaller company so there's some risk here, but I am intrigued by Richtech Robotics here at $4.14. For SG users only, Welcome to open a CBA
Is RR the Next Sleeper Robotics Play?
One Stock for Your Entire Life
If you had to invest all your life savings into 1 stock for your entire life, which one would you pick? $Tesla Motors(TSLA)$ $NEBIUS(NBIS)$ $IREN Ltd(IREN)$ $Oklo Inc.(OKLO)$ $Grab Holdings(GRAB)$ $Zeta Global Holdings Corp.(ZETA)$ $Amazon.com(AMZN)$ $Alphabet(GOOG)$ $Alphabet(GOOGL)$ $Uber(UBER)$ $PayPal(PYPL)$
One Stock for Your Entire Life
Best Cross-Sector Risk-Reward Picks
Which name is the best risk-reward play?Fallen Angels:- $PayPal(PYPL)$ at $62- $Adobe(ADBE)$ at $346- $Novo-Nordisk A/S(NVO)$ at $48- $Duolingo, Inc.(DUOL)$ at $200- $FI at $67- $Trade Desk Inc.(TTD)$ at $40AI:- $IREN Ltd(IREN)$ at $45- $NEBIUS(NBIS)$ at $98- $Palantir Technologies Inc.(PLTR)$ at $182- $Cipher Mining Inc.(CIFR)$ at 19- $Tesla Motors(TSLA)$ at $455Crypto
Best Cross-Sector Risk-Reward Picks
DOCN: Quiet Strength, Big Catalyst Ahead
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
DOCN: Quiet Strength, Big Catalyst Ahead
TSLA’s December Surprise Pattern
$Tesla Motors(TSLA)$ + 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
TSLA’s December Surprise Pattern
How $HIMS Leveraged Ozempic’s Brand to Disrupt $NVO
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
How $HIMS Leveraged Ozempic’s Brand to Disrupt $NVO
Which portfolio will have the best return in 5 years?
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: $Oklo Inc.(OKLO)$
Which portfolio will have the best return in 5 years?
NFLX/WBD – Streaming Empire Expansion
🚨 $Netflix(NFLX)$ 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
NFLX/WBD – Streaming Empire Expansion
Top 10 Long-Term Buys vs. Avoids
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: $Nike(NKE)$
Top 10 Long-Term Buys vs. Avoids
SOFI – S&P 500 Inclusion Setup
$SoFi Technologies Inc.(SOFI)$ 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
SOFI – S&P 500 Inclusion Setup
HROW: Institutional Interest Ignites Rally
$Harrow Health Inc(HROW)$ +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
HROW: Institutional Interest Ignites Rally
UBER & NBIS: Dallas Robotaxi Launch Marks Major Breakthrough for Avride
$Uber(UBER)$ 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
UBER & NBIS: Dallas Robotaxi Launch Marks Major Breakthrough for Avride
OPEN: Bold Bet on a High-Conviction CEO Turnaround
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
OPEN: Bold Bet on a High-Conviction CEO Turnaround
SNAP: Tight-Risk Swing Setup Targeting 10%+ Rebound
$Snap Inc(SNAP)$ 1-2 week swing idea on everyone's *favorite* stock, If you guys know SNAP, you know it acts like your crazy ex girlfriend.BUT I'm comfortable with the risk level on the chart, which (for me) is a daily close under $7.50.So I'm risking sixteen cents on the downside, for a 10%+ move back over $8.50.Put/call ratio is 0.23 since Nov 1st, per bullflowio, meaning tons of call buying activity. Smaller catalyst I'm watching during holiday shopping is SNAP's shoppable ecommerce AR experience that's available through new year's eve.SNAP now $7.66. For SG users only, Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here.Complete
SNAP: Tight-Risk Swing Setup Targeting 10%+ Rebound
Comprehensive Robotics Investing Map
Don't overlook these little comments. They reveal a lot about future plans.Robotics can be far bigger than anyone expects.Here's my updated list..(bookmark this puppy):Logistics： $Amazon.com(AMZN)$ $Symbotic Inc.(SYM)$ $Serve Robotics Inc.(SERV)$ $AUTOSTORE HLDGS LTD.(AUTSF)$ $GXO Logistics Inc(GXO)$ Mobility Robotics: $Tesla Motors(TSLA)$ $Rivian Automotive, Inc.(RIVN)$ $XPeng Inc.(XPEV)$ Robotics Software: $NVIDI
Comprehensive Robotics Investing Map
𝗧𝗵𝗲𝗺𝗲𝘀 𝘀𝘁𝗼𝗰𝗸𝘀 𝗮𝗿𝗲 𝗯𝗮𝗰𝗸
𝗧𝗵𝗲𝗺𝗲𝘀 𝘀𝘁𝗼𝗰𝗸𝘀 𝗮𝗿𝗲 𝗯𝗮𝗰𝗸:𝗥𝗼𝗯𝗼𝘁𝗶𝗰𝘀 $Richtech Robotics(RR)$ +18.54% $Serve Robotics Inc.(SERV)$ +18.24% $Arbe Robotics Ltd.(ARBE)$ +14.60% $Microbot Medical Inc(MBOT)$ +12.67% $PROCEPT BioRobotics(PRCT)$ +12.36% $PALLADYNE AI CORP(PDYN)$ +10.02%𝗡𝘂𝗰𝗹𝗲𝗮𝗿 $Uranium(UEC)$ +7.65% $NuScale Power(SMR)$ +6.50% $Oklo Inc.(OKLO)$ +5.17%𝗦𝗽𝗮𝗰𝗲 $Virgin Galactic(SPCE)$ +11.54%
𝗧𝗵𝗲𝗺𝗲𝘀 𝘀𝘁𝗼𝗰𝗸𝘀 𝗮𝗿𝗲 𝗯𝗮𝗰𝗸
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