Small capital → $1M in US stocks AI infra + quality growth | Open portfolio + real-time theses NFA | DYOR
Australia
Joined April 2026
- Tweets15K
- Following558
- Followers1.6K
- Likes20.6K
InvestmentIQ retweeted
$SOFI reports before the open.
The chart looks fragile. The business tells a different story.
Lose rising support, and $10–12 could come into play.
But look at the fundamentals:
• CEO Noto bought ~$2.25M in shares this year around $17
• Revenue guidance raised despite headwinds
• Members +35%, products +42%
• 87% non-lending
• 19 straight quarters meeting the Rule of 40
Either the market sees something the bulls don’t, or it’s missing the bigger picture.
Which side wins after earnings?
InvestmentIQ retweeted
The biggest lie keeping small accounts small: "Diversify and play it safe."
Diversification protects wealth. Concentration builds it.
I just cut defense and concentrated heavily into $META .
Weekend poll:
What's your #1 conviction holding right now? 👇
InvestmentIQ retweeted
Consensus is dead wrong on $NBIS
CEO Arkady Volozh just laid out why:
• 1+ GW compute deployed yearly
• Data centers to custom racks (dirt up)
• Software to agentic inference
Renting GPUs is a commodity. Owning the stack is the moat.
Future AI giant or hype trade? 👇
InvestmentIQ retweeted
Wall Street sees $1,000 for $META
Under $700. That's 42% upside to that target.
Earnings are approaching. What's your move?
1️⃣ Adding before earnings
2️⃣ Holding my shares
3️⃣ Staying on the sidelines
Where do you stand? 👇
InvestmentIQ retweeted
$AAOI "The asymmetric AI optics darling everyone was chasing at $230" - down 66% from the highs.
$79 with target $300 by 2028
Isn't this the ultimate risk/reward opportunity?
InvestmentIQ retweeted
🚨 MY BIDS ARE SET. I’M NOT CHASING.
I’ve got cash ready and a few levels I’m watching.
Let the panic sellers sell. I don’t need to catch the bottom. I need a plan.
Here’s where I’m looking 👇
InvestmentIQ retweeted
A flash crash separates the tourists from the compounders real quick.
Panic selling in tech provided the liquidity. Now you have $10,000 cash to deploy Monday morning.
ONE stock. No selling until 2030
Which stock looks like the best opportunity after this sell-off? 👇
InvestmentIQ retweeted
Most people are still pricing $AVGO like a traditional semiconductor stock. That is a massive category error.
A $1,000 target by 2028 sounds aggressive until you actually look under the hood.
The trifecta:
1) Custom silicon for $GOOG, $META and the biggest AI buyers - AI semi revenue already hit $16.7B in one quarter (+221% YoY) and management is guiding toward ~$230B by FY2028.
2) The switches literally required to build the clusters - Broadcom owns ~70%+ of merchant data-center switch silicon (Tomahawk/Jericho).
3) VMware turning it into a high-margin enterprise software machine - ~93% gross margins and the subscription transition is largely done.
Ignore the daily price action.
Management is targeting >$30 EPS in FY2028.
Do the math.
See you in 2028.
$AVGO - “The mega-cap everyone was chasing at $480” - down 32% from the highs.
$340 with target $1000 by 2028
Isn’t this a generational opportunity?
InvestmentIQ retweeted
$AVGO - “The mega-cap everyone was chasing at $480” - down 32% from the highs.
$340 with target $1000 by 2028
Isn’t this a generational opportunity?
InvestmentIQ retweeted
$NBIS FinX's absolute hottest AI runner - down 45% from the highs.
$166 with target $800 by 2028
Isn’t this a generational opportunity?
InvestmentIQ retweeted
🚨 3 GROWTH STOCKS AT MAKE-OR-BREAK LEVELS.
Lose these levels, and price could fall into a liquidity void.
Hold them, and peak fear could create asymmetric upside.
3 charts. 3 lines in the sand.
More downside or a big reversal? 👇
InvestmentIQ retweeted
Charted 3 setups for this week as promised: $PLTR , $CVX & $AMZN .
Left out other names because the setups weren't there.
For a 5-day hold, I prefer $AMZN. It's broken out of a 3-month pennant with a clearly defined stop-loss.
Details Below 👇
Let’s print money together this week - on my dime.
I’m deploying $2,000 cash into a trade chosen entirely by this community.
• If it dumps: I eat 100% of the loss.
• If it runs: 100% of the net profit goes straight to you.
The Rules:
Drop 1 legitimate ticker with an explosive setup this week. (No penny pumps, zero-liquidity microcaps, or meme coins).
Top 2 setups face off in a 24-hour head-to-head poll.
Execution: Pick locked 2 hours before Monday open. Bought in pre-market (or 9:30 AM open bell).
Order receipts posted within 15 minutes.
1-week hold max.
The Split:
• 50% of profits go to whoever called the ticker first.
• 50% split among everyone who votes in the final poll.
Drop your ticker + 1-sentence bull case below with charts if possible. 👇
InvestmentIQ retweeted
🚨 $ASTS JUST GOT A NEW COMPETITOR - AND IT'S NOT AN ORDINARY ONE.
$SPCX just got the green light to bypass carriers entirely.
Don't abandon the $ASTS thesis on this news. But don't underestimate the threat either.
The real question is no longer just whether direct-to-device technology works.
Can ASTS scale a profitable network fast enough to compete with a vertically integrated giant that controls its own launch capabilities and is building its spectrum position?
Technical execution was phase one.
Economic execution is phase two.
🅰️ $T and $VZ give ASTS the distribution advantage.
🅱️ $SPCX has the scale and infrastructure to dominate.
Which side has the stronger thesis? Make your case👇
