$United States Oil Fund LP(USO)$ is delivering solid gains from the crude oil rally.Up 1.27% in a day and climbing for consecutive days, with a steady 5%+ rise in three months! Tight geopolitics, OPEC+ production cuts as a floor, plus institutions calling for a crude oil bottom and rebound—the oil market is just warming up!
$Oklo Inc.(OKLO)$ Just pocketed some gains from OKLO, but the real show is just getting started! Holding this requires patience and conviction. With the nuclear renaissance and AI's massive power demand, its growth story is far from over — $20B market cap is nowhere near the ceiling.
If I had $1M, here is how I would build an AI-focused portfolio
If I had $1M, here is how I would build an AI-focused portfolio, so I never have to work again!Here is why 🧵👇Image1/ $Nu Holdings Ltd.(NU)$ NU is a fintech that's bringing modern financial services to unbanked populations in Brazil, Mexico, and Colombia.Their AI Private Banker will bridge the knowledge gap between 1% and the 99%, enabling everyone to have access to sound financial advice and integrated AI services.Nu's low-cost model enables fast growth and huge profits. 📈 Revenue per customer: +270% 📉 Cost per customer: -27%Trading for a P/E of 34, despite being a disruptor with huge growth runaway.2/ $NEBIUS(NBIS)$ NBIS is rebuilding the cloud for the AI era with an infrastructure platform purpose-built f
$SMIC(00981)$ holding firm—locked in some early gains! With China's semiconductor push gaining momentum, I remain optimistic about its long-term potential.
$SharpLink Gaming(SBET)$ 's potential is unfolding! The fusion of digital entertainment and competitive gaming creates unique growth vectors, with regulatory clarity adding stability. While emerging sector volatility persists, the innovation premium warrants patient tracking.
$Constellation Energy Corp(CEG)$ popped after the company announced it received regulatory approval from the New York State Public Service Commission for its previously announced acquisition of Calpine. Regulatory green light = bullish signal. The market liked what it saw!
$Sylvamo(SLVM)$ I made some money again. I’m so lucky. It feels good to make money from fluctuations. I’ll feel good all the time if I keep doing it. I’ll have a drink to celebrate tonight.