Leif | 18 Finance Student Stocks β€’ Markets β€’ Business πŸ“ˆ NFA | Student of the Markets

Iowa, USA
Joined November 2025
Leif | Investing retweeted
THE 5 BIGGEST SECULAR GROWTH TRENDS OF THE NEXT DECADE! πŸš€ 1. SEMICONDUCTORS & AI HARDWARE β€’ AI growth is driving surging demand for chips, memory, storage, and networking. Top Stocks: $NVDA $MRVL $MU $AVGO $LITE 2. POWER GENERATION & INFRASTRUCTURE β€’ AI data centers, electrification, and reshoring drive power and grid expansion. Top Stocks: $VST $CEG $GEV $BE $FPS 3. SPACE EXPLORATION & ECONOMY β€’ Falling launch costs and rising demand for satellites, connectivity, and defense. Top Stocks: $SPCX $RKLB $ASTS $LUNR $VOYG 4. CYBERSECURITY β€’ Rising cyber threats and AI adoption are accelerating demand for digital security. Top Stocks: $CRWD $PANW $OKTA $NET $RBRK 5. AI CLOUD COMPUTING β€’ Surging AI training and inference demand is driving massive cloud expansion. Top Stocks: $MSFT $AMZN $ORCL $CRWV $NBIS These are the secular trends I believe will create some of the BIGGEST investment opportunities of the next decade. Position accordingly. πŸ‘€
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THE 5 BIGGEST SECULAR GROWTH TRENDS OF THE NEXT DECADE! πŸš€ 1. SEMICONDUCTORS & AI HARDWARE β€’ AI growth is driving surging demand for chips, memory, storage, and networking. Top Stocks: $NVDA $MRVL $MU $AVGO $LITE 2. POWER GENERATION & INFRASTRUCTURE β€’ AI data centers, electrification, and reshoring drive power and grid expansion. Top Stocks: $VST $CEG $GEV $BE $FPS 3. SPACE EXPLORATION & ECONOMY β€’ Falling launch costs and rising demand for satellites, connectivity, and defense. Top Stocks: $SPCX $RKLB $ASTS $LUNR $VOYG 4. CYBERSECURITY β€’ Rising cyber threats and AI adoption are accelerating demand for digital security. Top Stocks: $CRWD $PANW $OKTA $NET $RBRK 5. AI CLOUD COMPUTING β€’ Surging AI training and inference demand is driving massive cloud expansion. Top Stocks: $MSFT $AMZN $ORCL $CRWV $NBIS These are the secular trends I believe will create some of the BIGGEST investment opportunities of the next decade. Position accordingly. πŸ‘€
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Leif | Investing retweeted
$GOOG IS IN ITS LARGEST DRAWDOWN OF THE PAST YEAR! β€’ Down over 20% from ATHs 🐻 β€’ Daily RSI officially OVERSOLD (<30) β€’ Forward P/E down to ~23x β€’ Earnings October 28th! Keep your eyes on $GOOG πŸ‘€
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Leif | Investing retweeted
$DASH is reportedly close to acquiring $CART and gets NUKED! Meanwhile, $UBER dropped ~4% on the SAME acquisition speculation and has STILL yet to recover, despite having walked away from talks. $UBER has the REAL alpha right now… πŸ‘€
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$GOOG IS IN ITS LARGEST DRAWDOWN OF THE PAST YEAR! β€’ Down over 20% from ATHs 🐻 β€’ Daily RSI officially OVERSOLD (<30) β€’ Forward P/E down to ~23x β€’ Earnings October 28th! Keep your eyes on $GOOG πŸ‘€
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$DASH is reportedly close to acquiring $CART and gets NUKED! Meanwhile, $UBER dropped ~4% on the SAME acquisition speculation and has STILL yet to recover, despite having walked away from talks. $UBER has the REAL alpha right now… πŸ‘€
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Leif | Investing retweeted
IS THE BOTTOM IN!? 🀩 $AAOI $66.28 β†’ ~$73 🟒 $LITE $736.01 β†’ ~$835 🟒 $BE $189.00 β†’ ~$209 🟒 $COHR $203.55 β†’ ~$224 🟒 $FPS $23.16 β†’ ~$25.60 🟒 $IREN $23.72 β†’ ~$26.50 🟒 $INTC $84.64 β†’ ~$92 🟒 $CRWV $51.28 β†’ ~$57 🟒 $GEV $796.41 β†’ ~$860 🟒 Am I jumping the gun here, or are we SO BACK? πŸ˜­πŸš€
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Leif | Investing retweeted
$NBIS Could Have ENORMOUS Upside by 2027. πŸš€ My 2027 valuation scenarios: β€’ Bear Case: $147 (-8%) β€’ Base Case: $406 (+154%) β€’ Bull Case: $679 (+324%) Successful execution of Nebius's neocloud expansion could unlock MASSIVE upside. What are your thoughts on $NBIS here?
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IS THE BOTTOM IN!? 🀩 $AAOI $66.28 β†’ ~$73 🟒 $LITE $736.01 β†’ ~$835 🟒 $BE $189.00 β†’ ~$209 🟒 $COHR $203.55 β†’ ~$224 🟒 $FPS $23.16 β†’ ~$25.60 🟒 $IREN $23.72 β†’ ~$26.50 🟒 $INTC $84.64 β†’ ~$92 🟒 $CRWV $51.28 β†’ ~$57 🟒 $GEV $796.41 β†’ ~$860 🟒 Am I jumping the gun here, or are we SO BACK? πŸ˜­πŸš€
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$NBIS Could Have ENORMOUS Upside by 2027. πŸš€ My 2027 valuation scenarios: β€’ Bear Case: $147 (-8%) β€’ Base Case: $406 (+154%) β€’ Bull Case: $679 (+324%) Successful execution of Nebius's neocloud expansion could unlock MASSIVE upside. What are your thoughts on $NBIS here?
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Leif | Investing retweeted
$BE IS GOING BALLISTIC! πŸš€ The market is FINALLY rewarding a strong earnings report! CONGRATS TO EVERYONE WHO BOUGHT THE DIP WITH ME! 🀝 Following is FREE!
$BE is down 35% in just ONE MONTH! I see opportunity where others see fear... The technical confluence is getting VERY interesting: β€’ 78.6% Fib support at ~$188. β€’ Daily RSI at 32, lowest since 2025. β€’ Ascending trendline support being tested. Nancy Pelosi has exposure. Blowout earnings, yet the market continues to punish the stock. Forward P/E has compressed to 40x, despite Bloom Energy being a PREMIER on-site power generation solution for the AI revolution. I LIKE THE RISK/REWARD HERE. Trading it with 3x leverage on Liquid. πŸ‘‡
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$BE IS GOING BALLISTIC! πŸš€ The market is FINALLY rewarding a strong earnings report! CONGRATS TO EVERYONE WHO BOUGHT THE DIP WITH ME! 🀝 Following is FREE!
$BE is down 35% in just ONE MONTH! I see opportunity where others see fear... The technical confluence is getting VERY interesting: β€’ 78.6% Fib support at ~$188. β€’ Daily RSI at 32, lowest since 2025. β€’ Ascending trendline support being tested. Nancy Pelosi has exposure. Blowout earnings, yet the market continues to punish the stock. Forward P/E has compressed to 40x, despite Bloom Energy being a PREMIER on-site power generation solution for the AI revolution. I LIKE THE RISK/REWARD HERE. Trading it with 3x leverage on Liquid. πŸ‘‡
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Let it ride? πŸ”₯ $BE
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Leif | Investing retweeted
WOW. The market is not a fan of Lula’s reelection in Brazil. 😳 $NU and $MELI are getting absolutely NUKED. This has to be an overreaction… right?
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