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 AVride is doing real robotaxi services today, showing what their AI cloud is capable of.

2/ $IREN Ltd(IREN)$ $125K

Leading highly efficient and scalable AI Infrastructure-as-a-Service provider.

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 efficient Bitcoin mining today while positioning IREN to support AI and high-performance computing tomorrow.

As AI adoption accelerates and energy-efficient compute becomes essential, IREN’s renewable-powered infrastructure creates a strong long-term growth tailwind.

The $MSFT $9.7B deal is just the first of many deals with hyperscalers.

3/ $SoFi Technologies Inc.(SOFI)$ $100K

The premier 21st-century modern fintech that's changing the way people manage their money.

It does this by offering a unified, One-Stop-Shop digital platform that combines banking, investing, lending, and personal finance tools.

For many years, consumers had to use different banks, brokers, and apps to handle their finances, which was often inconvenient, expensive, and a poor experience.

SoFi's platform brings all of these financial services together in a single, user-friendly interface. It's designed to be a one-stop shop for its members. The platform also uses data and AI to provide personalized insights, helping people make better financial decisions instantly.

In short, SoFi's technology provides a better, more affordable user experience. As their main user base, college-educated Gen Z and millennials age, Sofi will grow significantly.

4/ $MercadoLibre(MELI)$ $100K

Latin America's most powerful AI-powered e-commerce and fintech ecosystem.

The consumers and businesses of this region have historically faced a fragmented retail system, with limited access to credit and outdated payment systems.

Shopping online was unreliable, payments were risky, and financial inclusion lagged behind global standards.

Then $MELI changes everything.

Its marketplace connects millions of buyers and sellers, Mercado Pago enables secure digital payments and wallets, and Mercado Crédito expands financial access through AI-powered lending. Logistics are streamlined by Mercado Envios, ensuring fast, reliable delivery across a region historically underserved.

First step is to build the network of logistics, financial services, and e-commerce, the next step is to use AI to deliver unparalleled efficiencies and convenience.

5/ $Harrow Health Inc(HROW)$ $100K

$HROW is a specialty drug company driving access to eye care in the United States.

Harrow’s portfolio includes branded, compounded, and soon, biosimilar ophthalmic drugs that serve millions of patients across anesthetic, glaucoma, dry eye, and infection treatments.

Eye diseases are projected to significantly increase their prevalence in the population because

1) More screen time leads to an increase in dry eye disease

2) Lifespans increase driving demand for age-related eye degeneration treatments.

The company has a portfolio of highly promising eye care treatments with a US TAM in the many billions of dollars.

With continued expansion of its branded portfolio and partnerships with leading eye-care professionals, $HROW is positioned to become a dominant force in US ophthalmology, leading long and sustained growth.

6/ $Zeta Global Holdings Corp.(ZETA)$ $100K

AI-powered marketing and advertising SaaS that helps enterprises turn data into actionable insights.

By unifying identity, intent, and engagement signals across hundreds of millions of consumers, Zeta Global enables brands to predict, personalize, and activate customer journeys at scale.

Zeta’s proprietary Data Cloud and AI engine analyze vast amounts of behavioral and transactional data to deliver real-time insights and precise audience targeting. This allows marketers to optimize spend, increase ROI, and build lasting customer relationships through intelligent automation.

By combining big data, AI, and omnichannel advertising, Zeta is changing how businesses engage with their audiences in the AI era.

As digital transformation accelerates, $ZETA stands at the forefront of AI-driven marketing innovation, poised to capture value across every industry where personalization meets scale.

7/ $Oscar Health, Inc.(OSCR)$ $100K

A health insurance company that's using technology, data, and a user-centric approach to improve how people get and experience healthcare.

The health insurance industry is often fragmented, confusing, expensive, and frustrating for patients. Traditional insurers have had a hard time using data and modern technology to simplify the process and lower costs.

However, Oscar gives its members a smooth, digital-first experience. This includes everything from personalized health advice and simple appointment scheduling to around-the-clock telemedicine. Its platform brings together claims, clinical data, and engagement tools into a single system, which allows for more effective care coordination and better results.

This approach has made Oscar a leader in technology-driven health insurance, pushing for innovation beyond the traditional and slow group health insurance model.

As Trump's Big Beautiful Bill creates chaos in the system, Oscar can be the one to use that chaos as a ladder.

8/ $Nu Holdings Ltd.(NU)$ $100K

$NU technology-driven low-cost model enables fast growth and huge profits.

Revenues per customer keep growing 📈

Costs per customer are declining 📉

Nubank’s AI-driven platform empowers customers with seamless financial services without the friction of traditional banks. Advanced data models and AI insights enhance credit decisions, reduce risk, and expand financial inclusion across Latin America, leading to tens of millions of unbanked people joining modern banking.

For consumers, this means easier access to credit, faster transactions, and a transparent, mobile-first experience.

For $NU, it fuels rapid adoption, higher engagement, and scalable growth.

By combining AI, data, and digital finance, Nubank is positioned to reshape banking across emerging markets, making financial services more accessible, affordable, and ubiquitous.

Their expansion to the US is taking the TAM further by tackling the largest banking market in the world.

9/ $Meta Platforms, Inc.(META)$ $75K

$META controls the attention of the world.

- 3.6B Daily Users

- 15% ARPU Growth

- 22% Revenue Growth

- 41% EBIT Margin

A few months ago, they announced new smart glasses that could bring a new form factor to the masses.

And AI will turbocharge everything!

Before AI, social networks relied on manual sharing and simple algorithms to surface posts and ads. Discovery was limited, personalization was shallow, and building new digital experiences required years of iteration.

Now AI powers Reels and feeds with personalized recommendations, enhances ad targeting for unmatched ROI, and drives large-scale language and vision models like Llama that are open-sourced to accelerate global innovation.

By combining their gigantic user scale with frontier AI research, Meta is building the infrastructure for the next era of digital interaction, commerce, and interactive AI experiences.

10/ $Alphabet(GOOGL)$ $75K

Due to the rise of competitors like ChatGPT, some believe $GOOGL is heading toward the same fate as companies like Kodak and Nokia.

This perspective, however, overlooks that Google is leveraging AI to innovate across its entire business, ensuring its continued relevance.

By integrating AI into its core operations, Google is positioning itself for a new era of growth.

Google's search engine is evolving beyond simple results. AI now delivers instant, conversational answers, making information retrieval more intuitive and efficient.

AI-powered algorithms are behind YouTube's hyper-personalized recommendations, keeping viewers engaged and driving platform growth.

Strong demand for AI solutions is fueling growth in Google Cloud, which provides the infrastructure and tools businesses need to develop their own AI applications.

The company is weaving its Gemini models across its vast ecosystem, from Gmail and Docs to its mobile operating system, embedding AI directly into the products people use every day.

This deep and widespread integration of AI across its key products and services will likely keep Google at the forefront of the technology landscape for decades to come.

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