$NVDA — Buy at $155–$160. The bad news has been largely priced in. Now is the time to consider buying.
$AMD — Strong AI growth, but don't chase the recent rally.
$TSLA — Huge long-term potential, but valuation remains a concern. Don't buy for now.
$AVGO — Buy at $355–$359.
$QCOM — Buy at $165–$170.
$MRVL — Buy at $154–$160.
$ANET — Buy at $189–$194.
$TSM — Buy at $390–$402.
$MU — Don't chase the recent rally.
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I'm only going to say this TWICE.
If you're under 40, the incoming market CRASH will be a generational time to BUY insanely undervalued stocks at a discount.
1) $NVDA— BUY at $160–$165. The bad news has been fully priced in. It's time to buy.
Here is the English version:
As a reference, I've called:
- $NBIS at $20 -> flew +1399%
- $RKLB at $16 -> flew +844%
- $AMD at $100 -> flew +505%
- $ASTS at $20 -> flew +569%
- $PLTR at $40 -> flew +419%
Many will regret not following me for more.
2/ $ENPH - Enphase Energy
🔹The residential solar tax credit comes back, and rooftop demand follows the credit.
3/ $CEG - Constellation Energy
🔹 Nuclear is the only 24/7 carbon-free power, and a Dem admin favors carbon-free energy.
4/ $CCJ - Cameco Corporation
🔹A nuclear buildout needs uranium, and Washington is cutting off Russian supply.
5/ $NEE - NextEra Energy
🔹Tax credits restored and permitting sped up the biggest clean-energy pipeline benefits most.
6/ $LEU - Centrus Energy
🔹Washington is paying to rebuild US enrichment, and
$LEU is the only company selling HALEU.
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6 STOCKS THAT COULD DO WELL AFTER THE BLUE WAVE 🌊
🧵 Democrats love clean, carbon-free energy — and these companies benefit from it 👇
1/ $BE - Bloom Energy
🔹 Data-center power in ~90 days, Oracle and AEP buying in GW blocks, and a Dem admin protects the 30% tax credit
AI isn’t stopping. The leaders are rotating.
Last wave: pure compute.
Next pressure points: power, cooling, interconnect, packaging.
$VRT — $200–$240
$BE — $150–$165
$CRDO — $100–$120
$MRVL — $140–$160
$COHR — $240–$265
$ANET — $130–$150
$ALAB — $140–$160
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As a reference, I've called:
- $NBIS at $20 -> flew +1399%
- $RKLB at $16 -> flew +844%
- $AMD at $100 -> flew +505%
- $ASTS at $20 -> flew +569%
- $PLTR at $40 -> flew +419%
Many will regret not following me for more.
2/6 Amazon $AMZN
+51% in 5 years!
3/6 Broadcom $AVGO
+548% in 5 years!
4/6 Eli Lilly $LLY
+454% in 5 years!
5/6 Taiwan Semi $TSM
+244% in 5 years!
6/6 Costco $COST
+111% in 5 years!
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Charlie Munger said:
"If you can buy a few great companies, then you can sit on your ass."
Those companies still exist today.
Here are 6 great companies 👇🏻
1/6 Visa $V
+100% in 5 years!
$MU — Memory is the bottleneck nobody prices in. HBM demand from AI accelerators is outpacing supply through the decade. Every GPU needs more DRAM attached than the last gen.
$DRAM — Same thesis, diversified. If you believe memory supercycle > any single name's execution risk, this is the basket trade.
$AIS — AI infrastructure exposure without picking the winner. Picks-and-shovels > picking the miner.
Watching a few US stocks that still look relatively undervalued with improving momentum.
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1. $AAPL (Apple) — 22.0%
2. $AXP (American Express) — 17.1%
3. $KO (Coca-Cola) — 10.9%
4. $GOOGL (Alphabet) — 9.4%
5. $BAC (Bank of America) — 9.2%
6. $CVX (Chevron) — 4.7%
7. $OXY (Occidental Petroleum) — 4.3%
Buffett's lesson: Focus on great businesses, think long term, and avoid unnecessary leverage.
If you could own only ONE of these stocks for the next 20 years, which would it be?
Follow me for more market insights, stock analysis, and trading opportunities
In a classic CNBC interview with Becky Quick, Warren
Buffett explained why owning great businesses for
decades can outperform long-term bonds.
Here are 7 major stocks from Berkshire Hathaway's previously disclosed portfolio, accounting for a combined 77.6%:
1) $AAPL (Apple) — 22.0%
Top stocks I found using AI, the platform to find 10x stocks early:
$NBIS
$CIFR
$WULF
$IREN
$APLD
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I don't give a FUCK if you have $1000, $10,000 or even $100,000 in your portfolio, the stocks that $SPCX and $TSLA "own" are going to make people generational WEALTH this year.
Here are 5 stocks that can 10x your portfolio:
1) $NBIS
2/5 American Express $AXP
New position!
+5.6% since Sep 30
3/5 TJX $TJX
Position increased by 14%!
+2.3% since Sep 30
4/5 Cintas $CTAS
Position increased by 8%!
+15.5% since Sep 30
5/5 IDEXX $IDXX
Position increased by 5%!
+33.9% since Sep 30
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🚨 5 STOCKS A $3B FUND KEPT BUYING WHILE SELLING EVERYTHING ELSE 🚨
Jensen Investment Management cut 22 of its 27 biggest positions in Q3
These 5 they bought 👇🏻
1/5 Intuitive Surgical $ISRG