THE 5 BIGGEST SECULAR GROWTH TRENDS OF THE NEXT DECADE! 🚀 1. SEMICONDUCTORS & AI HARDWARE • AI growth is driving surging demand for chips, memory, storage, and networking. Top Stocks: $NVDA $MRVL $MU $AVGO $LITE 2. POWER GENERATION & INFRASTRUCTURE • AI data centers, electrification, and reshoring drive power and grid expansion. Top Stocks: $VST $CEG $GEV $BE $FPS 3. SPACE EXPLORATION & ECONOMY • Falling launch costs and rising demand for satellites, connectivity, and defense. Top Stocks: $SPCX $RKLB $ASTS $LUNR $VOYG 4. CYBERSECURITY • Rising cyber threats and AI adoption are accelerating demand for digital security. Top Stocks: $CRWD $PANW $OKTA $NET $RBRK 5. AI CLOUD COMPUTING • 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. 👀

$GOOG IS IN ITS LARGEST DRAWDOWN OF THE PAST YEAR! • Down over 20% from ATHs 🐻 • Daily RSI officially OVERSOLD (<30) • Forward P/E down to ~23x • Earnings October 28th! Keep your eyes on $GOOG 👀

$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… 👀

IS THE BOTTOM IN!? 🤩 $AAOI $66.28 → ~$73 🟢 $LITE $736.01 → ~$835 🟢 $BE $189.00 → ~$209 🟢 $COHR $203.55 → ~$224 🟢 $FPS $23.16 → ~$25.60 🟢 $IREN $23.72 → ~$26.50 🟢 $INTC $84.64 → ~$92 🟢 $CRWV $51.28 → ~$57 🟢 $GEV $796.41 → ~$860 🟢 Am I jumping the gun here, or are we SO BACK? 😭🚀

$NBIS Could Have ENORMOUS Upside by 2027. 🚀 My 2027 valuation scenarios: • Bear Case: $147 (-8%) • Base Case: $406 (+154%) • Bull Case: $679 (+324%) Successful execution of Nebius's neocloud expansion could unlock MASSIVE upside. What are your thoughts on $NBIS here?

$BE IS GOING BALLISTIC! 🚀 The market is FINALLY rewarding a strong earnings report! CONGRATS TO EVERYONE WHO BOUGHT THE DIP WITH ME! 🤝 Following is FREE!

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?

“In the long run, stock prices follow earnings.” — Peter Lynch These 7 stocks are FALLING while earnings keep GROWING. This disconnect cannot last forever... 🧵👇 1. $SOFI | SoFi Technologies

NEOCLOUDS ARE GETTING NUKED! 😭 WE COULD SEE… $CRWV BELOW $50 $NBIS BELOW $150 $IREN BELOW $24 AS SOON AS TOMORROW! For long-term investors with conviction in Neoclouds, this selloff could present some INCREDIBLE buying opportunities. Position yourself accordingly.

$CRWV & $IREN are LIVIN’ ON A PRAYER! 😭🎸 Both are breaking below KEY long-term trendline support. Elon Musk just warned that debt markets are drying up for neoclouds, predicting MASSIVE death and consolidation across the industry. The bulls need to show up, and FAST… Neocloud holders, how are we feeling?

$UBER is significantly undervalued! 🔥 Trading at just ~16.5x forward earnings is RIDICULOUS when you consider: 👇 • Investor & Insider Conviction: Pelosi, Bill Ackman, CEO Dara Khosrowshahi, and other executives. • EPS Growth: Projected ~30% annualized earnings growth through 2028. • Massive FCF: Asset-light business generating $10B+ in trailing FCF at a ~7.4% FCF yield. • Operating Leverage: Profitability continues to scale faster than gross bookings. • Dual Growth Engines: Mobility and Delivery both delivering 20%+ gross bookings growth. • Brand Moat: When you think of getting a ride, you think UBER. When you think of ordering food, UBER EATS is one of the first names that comes to mind. THAT is brand power. • Financial Strength: BBB+ investment-grade credit rating. • Autonomous Vehicles: Expanding its 30+ AV partner network and making significant strategic investments to become the world's premier AV commercialization platform. CEO Dara Khosrowshahi has emphasized Uber's ambition to become the world's leading commercialization platform for autonomous mobility. You're getting a highly profitable, cash-generating business with significant growth opportunities at just ~16.5x forward earnings. The market is SIGNIFICANTLY undervaluing $UBER's true value.

AI STOCKS ARE PUMPING ON LIQUID! 🚀 Trump: “No U.S. strike on Iran today.” Right on time… 🌮😭 LET’S SEE A GIGA BOUNCE MONDAY! 🔥

Notable AI Trade Stocks that are OVERSOLD! (RSI <30) Oversold conditions often present long-term buying opportunities. 📈👇 1. $GEV 29.93 2. $NVT 28.73 3. $PWR 28.28 4. $CLS 28.22 5. $VRT 27.57 6. $FPS 27.46 7. $CAT 26.75 8. $FN 26.58 9. $EME 26.11 10. $AMAT 26.09 11. $CRWV 25.75 12. $MOD 25.68 13. $LRCX 24.55 14. $IREN 24.37 15. $CBRS 23.63 16. $STRL 23.58 17. $KLAC 23.26 18. $MTZ 22.66 There are so many infrastructure picks-and-shovels plays, especially surrounding the power theme. This goes back to my point that I believe power infrastructure offers arguably the best R/R in the entire market right now. A couple more red days and we could see a whole new batch of semiconductor, photonics, and chip stocks on this list. What are you watching? 👀

AI’s biggest names agree on one thing: Musk. Huang. Zuckerberg. Altman. Nadella. Jassy. Fink. Pichai & more. POWER is becoming a major constraint. ⚡️ The Top 6 AI Power Stocks. 🧵👇 1. $VST | Vistra

Incredibly Attractive Valuations. ✅ Implied FY28–FY29 P/E: 👇 $AAOI ~7.5x FY28 P/E $FPS ~7.9x FY29 P/E $ORCL ~8x FY29 P/E $STX ~8x FY29 P/E $MOD ~8.5x FY29 P/E $FTAI ~9.4x FY28 P/E $CLS ~9.6x FY28 P/E $NVDA ~9.9x FY29 P/E $AVGO ~10.5x FY28 P/E $MTZ ~10.5x FY28 P/E These companies have significant long-term growth potential, yet their valuations based on projected earnings look incredibly attractive. If management executes and earnings expectations materialize, these stocks could MASSIVELY outperform over the coming years. The opportunity is hard to ignore. Don't Blink. Don't Sleep. Don't Fade. 🫡

Imagine buying the S&P 500 (~3% below ATHs) When you could buy: $NBIS -47% | $IREN -68% $HOOD -38% | $SOFI -55% $AVGO -35% | $QCOM -32% $WDC -57% | $STX -45% $BE -45% | $VST -36% $FPS -63% | $AAOI -71% Obvious choice, right?

ATTENTION ALL $ORCL BEARS. 🚨 THIS ONE'S FOR YOU! 🐻 This might be the most RIDICULOUS valuation disconnect in the market. Valuation: Less than 15x forward earnings. Backlog: $664B vs. $382B market cap. Revenue: Nearly 50% of backlog expected to be recognized within 3 years. But here's the REAL question: Can Oracle finance its MASSIVE AI expansion without drowning in debt? Bears point to rising debt, CDS spreads, enormous CapEx, lease obligations, and OpenAI's financial risks. So I built a detailed financial model through FY2030 and examined EACH of these concerns. My projections suggest a path to SIGNIFICANT deleveraging and cash flow growth, even with elevated CapEx. The numbers tell a VERY different story. Full thesis below. 🧵👇

5 STOCKS TESTING MASSIVE MULTI-YEAR TRENDLINE SUPPORT! 👀 These are 5 setups you NEED to be watching! 🧵👇 1. $AMZN | Amazon

Something isn’t adding up… Nancy Pelosi bought: $VST at ~$166 on January 16 $UBER at ~$70 on May 29 $INTC at ~$92 on July 24 At the same time: $VST is a KEY beneficiary of the AI power boom. $UBER is trading at an ALL-TIME LOW valuation. $INTC has the U.S. Government as a MAJOR shareholder. Today, all three are trading BELOW their Pelosi transaction-date prices. Do with this information as you will.

$NVDA is testing key trendline support. Are you buying here? 👀 Lowest forward P/E in a decade, btw.