Replying to @Tickertalk1 @erlyscs
$GOOG has had strong earnings the last couple quarters. I hope we go a little lower for my trade to be executed.
Replying to @mhtx_x
I’m not worried even one bit. I know they will deliver over the long term if my thesis remains intact.
Replying to @QualCompounders
Yes. Own the leaders in secular growth themes at a good price. That’s the key.
Leif | Investing retweeted
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. 👀
Replying to @MDCTrades305
Yes. Generation assets that fit the needs of demand are becoming increasingly valuable.
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. 👀

