To The Moon

1/ $NEBIUS(NBIS)$ $125K The next-generation dedicated AI Cloud Platform. They are reimagining the cloud for the AI era with a Cloud platform designed especially for training and deploying AI models. The first AI companies relied on generic cloud setups. This was expensive, slow to deploy, and not optimized for AI performance. $NBIS is changing it. Their $NVIDIA(NVDA)$ GPUs, custom-built servers are integrated with AI training software that's pre-configured and ready to scale. Developers can move seamlessly from a single GPU to thousands, cutting costs and accelerating AI development. The $17.4B deal with $Microsoft(MSFT)$ signifies their excellence. And $NBIS AVr

Buy and Hold Stocks for the Next Decade 1/ $SoFi Technologies Inc.(SOFI)$ SoFi has built a One Stop Shop financial services platform that is difficult to replicate. The company’s member base has scaled rapidly, surpassing 13.6M members, driven by a flywheel of cross-selling across lending, financial services, and investing. Each incremental product deepens engagement, lowers acquisition costs, and increases lifetime value, reinforcing SoFi’s ecosystem advantage. From its growing member base, the company originated $36.4B in loans. SoFi’s financial services segment has emerged as a core growth engine, delivering triple-digit revenue growth at scale. Products such as SoFi Money, Invest, Credit Card, and Relay are driving high-margin, recurring reven

Artificial intelligence is ushering in a new era of massive online fraud. Deepfakes, AI-generated identities, and autonomous agents are overwhelming legacy cybersecurity systems. And the scale of the problem is likely on the verge of dramatically exploding. Deepfake Fraud Is Growing Exponentially Improvements in artificial intelligence models, AI agents and LLMs are the technology that underpins the rise of deepfakes. The world's largest AI research labs and publicly traded technology companies are spending tens of billions of dollars on scaling the capabilities of their models and are producing breakthroughs in generative AI at a rapid pace. This is now translating directly into deepfakes causing meaningful fraud. Between 2019-2023 in the United States alone, fraud that could be attribute

It's the era of getting rich off "secondary winners". Here's how to profit: We hear all the sexy headlines...ai, space, robotics. But what about companies that win downstream? Stuff you don't immediately think about. Real picks & shovels. Put two & two together...it's stupid how much money will be made from companies piggybacking off of the innovation cycle over the next decade+. Here are the secondary themes I'm focused on: 1) Artificial Intelligence -> Cybersecurity. - deepfakes and synthetic media represent a threat to the largest companies in the world...everyone is at risk. Huge capital will flow here. (great article below by @thenewmoney_tnm) Top cybersecurity stocks: $CrowdStrike Holdings, Inc.(CRWD)$

Below you'll find some of the platforms, prompts, and pieces I use to analyze themes + relative strength. I noticed everyone was bookmarking a reply I made about finding the next *themes + strongest stocks in those themes*. So here's a guide: Step one. Find a platform or data source that analyzes theme performance, provides thematic maps, or has data of theme-specific movements. I will use @finviz_com's "Maps" tab for this example, but you can also use @thenewmoney_tnm's "Trends" tab (or others) as a backup. Step one. Click on the "Maps" tab in the nav bar. Next, click on "Themes" in the left side panel. Once on "themes", filter by 6-month, 3-month, and 1-month performance. For each, take a screenshot of the full map. So you'll have 3 screenshots at the end of this. Once you have these 3 s

Anthropic’s Claude models have created a massive sell-off is Sofware-as-a-Service businesses, as investors run away from disruption. My colleague Hazel prepared the above overview of the worst-performing stocks YTD. As you can see, it is dominated by SaaS names. $Intuit(INTU)$ is down 33% $Gartner(IT)$ is down 33% $ServiceNow(NOW)$ is down 28% $Workday(WDAY)$ is down 26% This fear is rational, as historically, SaaS monetised its services through seat-based pricing. This was a very straightforward way to monetise software. The more features were added, the more usefull software became. Each incremental feature served as a

YTD Worst Performing S&P 500 $S&P 500(.SPX)$ Stocks: 🔴 -37% $Gartner(IT)$ 🔴 -36% $Intuit(INTU)$ 🔴 -30% $ServiceNow(NOW)$ 🔴 -30% $AppLovin Corporation(APP)$ 🔴 -29% $FactSet Research(FDS)$ 🔴 -29% $Humana(HUM)$ 🔴 -29% $PayPal(PYPL)$ 🔴 -29% $Workday(WDAY)$ 🔴 -28% $Coinbase Global, Inc.(COIN)$ 🔴 -28% $Salesforce.com(CRM)$ 🔴 -26%

Which ticker is the most likely to 3x in 3 years? A potential 3x return over the next three years is not about picking the biggest or safest company—it’s about identifying the rare intersection of structural tailwinds, operating leverage, and market mispricing. The tickers below span energy storage, space, fintech, crypto infrastructure, AI-driven data platforms, and healthcare—each with a credible bull case, but very different risk profiles. The goal is not to predict certainty, but to assess which business has the clearest path to tripling its valuation if execution, industry momentum, and capital markets align. - $Eos Energy Enterprises Inc.(EOSE)$ at $13 - $Ondas Holdings Inc.(ONDS)$ at $10 -

Today, millions of investors and ordinary people know of $Novo-Nordisk A/S(NVO)$ because of its world-famous, highly effective, and revolutionary drug called Ozempic. When Ozempic was released in 2017, no one could have imagined it would become a global media sensation. Celebrities such as Kim Kardashian, Oprah, and Adele appeared noticeably slimmer in public after rumors that they had used Ozempic. This made Ozempic the topic of general and entertainment news, and an incredibly rare feat for a medicinal drug. Understandably, as the word spread of Ozempic’s incredible weight-loss effects to all corners of the world, the demand for the drug exploded. This free media exposure allowed Novo Nordisk to achieve incredible financial results. In just 6 yea

$Hims & Hers Health Inc.(HIMS)$ has some balls. Leadership taking big swings and striking out every once in awhile is not necessarily a bad thing. Big thinkers and innovators play big. Often in the gray areas...seeing that now with the $nvo lawsuit. Move fast and break things. All the hyper growth players looked reckless early on...and made stupid mistakes when trying to really lift off. $Robinhood(HOOD)$ halted trading during the $GameStop(GME)$ saga. $Uber(UBER)$ launched in cities without approval and got banned. States called $DraftKings Inc.(DKNG)$ "illegal gambling" in