Adrian Westbrook

Following AI, Innovation & The Next Market Leaders.

[Adrian Westbrook @AdrianStonk]

Here are the 5 stocks she just loaded the boat on:

1. $TSLA — Still her #1. ~10.8% ARKK / ~12.6% ARKQ. Robotaxi thesis on steroids

2. $CBRS — Pure AI chip play. Bought hard, now ~2.2% of ARKW

3. $ACHR — Consecutive days of buying. ~2.7% ARKQ / ~3.6% ARKX

4. $JOBY — Same story. Quietly building positions across ARKQ + ARKX

5. $SPCX — Absolute monster weight. ~6.2% ARKK / over 10% ARKX. Space data centers thesis

While the market still sees “cars” and “flying taxis that don’t fly yet”…
Cathie sees future software-margin monsters.
This is the list.

If this helps you, like + follow + share.
All my buy and sell signals in Discord!
NFA

[Adrian Westbrook @AdrianStonk]

CATHIE WOOD JUST DROPPED THE RICHEST BUY LIST OF THE YEAR
She’s not whispering… she’s screaming the names that can 10x while everyone else is asleep.

Here are the 5 stocks she just loaded the boat on:

1. $TSLA — Still her #1. ~10.8% ARKK / ~12.6% ARKQ. Robotaxi thesis on steroids

[Adrian Westbrook @AdrianStonk]

Here are the 5 stocks she just loaded the boat on:

1. $TSLA — Still her #1. ~10.8% ARKK / ~12.6% ARKQ. Robotaxi thesis on steroids

2. $CBRS — Pure AI chip play. Bought hard, now ~2.2% of ARKW

3. $ACHR — Consecutive days of buying. ~2.7% ARKQ / ~3.6% ARKX

4. $JOBY — Same story. Quietly building positions across ARKQ + ARKX

5. $SPCX — Absolute monster weight. ~6.2% ARKK / over 10% ARKX. Space data centers thesis

While the market still sees “cars” and “flying taxis that don’t fly yet”…
Cathie sees future software-margin monsters.
This is the list.

If this helps you, like + follow + share.
All my buy and sell signals in Discord!
NFA

[Adrian Westbrook @AdrianStonk]

CATHIE WOOD JUST DROPPED THE RICHEST BUY LIST OF THE YEAR
She’s not whispering… she’s screaming the names that can 10x while everyone else is asleep.

Here are the 5 stocks she just loaded the boat on:

1. $TSLA — Still her #1. ~10.8% ARKK / ~12.6% ARKQ. Robotaxi thesis on steroids

[Adrian Westbrook @AdrianStonk]

I'm only going to say this once.
This could be the fastest way to build $1 million by 2027:
My November recommendations:
$SNDK (Sandisk) — Don't buy
$LITE (Lumentum) — Don't buy
$META (Meta Platforms) — Do not buy
$INTC (Intel) — Buy at $63–65
$SPCX (SpaceX) — Buy at $135–155
$MU (Micron Technology) — Buy at $892–900
$AMD (Advanced Micro Devices) — Buy at $492–500
Starting today, the challenge is to turn $10K into $1 million
Free daily investment tips and real-time trading strategies
Comment "stocks" to see them
By the way, following me is completely free...

[Adrian Westbrook @AdrianStonk]

I'm only going to say this once.
This could be the fastest way to build $1 million by 2027:
My November recommendations:
$SNDK (Sandisk) — Don't buy
$LITE (Lumentum) — Don't buy
$META (Meta Platforms) — Do not buy
$INTC (Intel) — Buy at $63–65
$SPCX (SpaceX) — Buy at $135–155
$MU (Micron Technology) — Buy at $892–900
$AMD (Advanced Micro Devices) — Buy at $492–500
Starting today, the challenge is to turn $10K into $1 million
Free daily investment tips and real-time trading strategies
Comment "stocks" to see them
By the way, following me is completely free...

[Adrian Westbrook @AdrianStonk]

$VRT — Sell into strength
$IONQ— Avoid
$IREN — Buy on dips
$TSLA — Strong buy
$NVDA — Hold
$GOOG — Buy
$SPCX — Buy
$MU — Buy
$KO — Buy
$INTC — Strong Buy
$AMZN — Strong buy

Bookmark this for later validation!
If this helps you, like + follow + share.

[Adrian Westbrook @AdrianStonk]

$VRT — Sell into strength
$IONQ— Avoid
$IREN — Buy on dips
$TSLA — Strong buy
$NVDA — Hold
$GOOG — Buy
$SPCX — Buy
$MU — Buy
$KO — Buy
$INTC — Strong Buy
$AMZN — Strong buy

Bookmark this for later validation!
If this helps you, like + follow + share.

[Adrian Westbrook @AdrianStonk]

2. Nvidia | $NVDA ~17x Forward P/E

3. Uber Technologies | $UBER ~17x Forward P/E

4. Oracle | $ORCL ~15x Forward P/E

5. Google | $GOOGL ~20x Forward P/E

6. Broadcom | $AVGO ~19x Forward P/E

7. AppLovin | $APP ~13x Forward P/E

8. Vistra | $VST ~14.5x Forward P/E

9. Taiwan Semiconductor | $TSM ~19x Forward P/E

10. Reddit | $RDDT ~14x Forward P/E

11. Qualcomm | $QCOM ~18x Forward P/E

12. American Express | $AXP ~16.5x Forward P/E

13. Netflix | $NFLX ~17x Forward P/E

📌 If you found this helpful, please like, follow, and share!

💡 Don’t miss future updates! Save this list and turn on notifications to be the first to see my latest insights. Note: The information above does not constitute investment advice.

[Adrian Westbrook @AdrianStonk]

For long-term investors, this is truly a dream come true.

Here are 13 stocks with a forward P/E ratio of less than 20x:

1. Meta Platforms | $META, forward P/E ratio of approximately 19x

[Adrian Westbrook @AdrianStonk]

2. Nvidia | $NVDA ~17x Forward P/E

3. Uber Technologies | $UBER ~17x Forward P/E

4. Oracle | $ORCL ~15x Forward P/E

5. Google | $GOOGL ~20x Forward P/E

6. Broadcom | $AVGO ~19x Forward P/E

7. AppLovin | $APP ~13x Forward P/E

8. Vistra | $VST ~14.5x Forward P/E

9. Taiwan Semiconductor | $TSM ~19x Forward P/E

10. Reddit | $RDDT ~14x Forward P/E

11. Qualcomm | $QCOM ~18x Forward P/E

12. American Express | $AXP ~16.5x Forward P/E

13. Netflix | $NFLX ~17x Forward P/E

📌 If you found this helpful, please like, follow, and share!

💡 Don’t miss future updates! Save this list and turn on notifications to be the first to see my latest insights. Note: The information above does not constitute investment advice.

[Adrian Westbrook @AdrianStonk]

For long-term investors, this is truly a dream come true.

Here are 13 stocks with a forward P/E ratio of less than 20x:

1. Meta Platforms | $META, forward P/E ratio of approximately 19x

[Adrian Westbrook @AdrianStonk]

1/ $AMZN | AMAZON
Down nearly 10% following earnings.
• Revenue +12% YoY
• AWS revenue +39% YoY
• Operating income $28.1B
The concern? Massive CapEx and negative trailing FCF.
I own $AMZN, and the AWS acceleration is exactly what I wanted to see.
But investors want to see returns on all that spending.
2/ $GOOGL | ALPHABET
A brutal post-earnings sell-off.
• Revenue +25% YoY
• Google Cloud +103% YoY
• Search +12% YoY
• Operating income +30% YoY
Investment losses weighed on reported EPS, while AI spending raised concerns about cash flow.
I’m still bullish on Google’s underlying business.
My buying zone remains below $300.

3/ $META | META PLATFORMS
Meta sold off after Q3 earnings.
• Revenue +26% YoY to $64.6B
• Advertising impressions +10%
• Average ad price +14%
• CapEx $34.9B
Operating income fell 37%, including a $9.9B legal charge.
The advertising engine is growing, but AI spending and legal costs are real risks.
As a shareholder, I’m watching whether AI continues improving ad monetization.

4/ $NOW | SERVICENOW
Shares plunged around 29% after earnings.
• Revenue +20.5% YoY
• AI deals above $5M in new annual contract value +135%
• Remaining performance obligations $29.7B
But EPS missed expectations, and investors are worried about slowing subscription backlog growth.
Strong AI demand doesn’t automatically protect a stock from disappointing expectations.

5/ $RDDT | REDDIT
Another stock caught in the post-earnings volatility.
Reddit has an interesting growth story:
• Rapidly expanding advertising business
• AI-powered advertising opportunities
• Valuable data licensing partnerships
• Growing monetization potential
But strong business growth doesn’t always justify a premium valuation.

6/ THE BIGGER PICTURE
There’s a common theme across these earnings.
Investors are becoming much more demanding.
Strong revenue growth isn’t enough anymore.
They want:
• Sustainable margins
• Strong free cash flow
• Returns on AI investments
• Guidance that supports valuations
And I think that’s healthy for the market.

7/ MY TAKE
I own $AMZN, $GOOGL and $META.
I’m not treating every sell-off as a buying opportunity.
But I’m also not selling great businesses just because the market dislikes one quarter.
My favorite setup from this group is still
$GOOGL below $300 and $AMZN below $210
Which stock would YOU buy after earnings?

[Adrian Westbrook @AdrianStonk]

TECH STOCKS ARE GETTING DESTROYED AFTER EARNINGS!

Some companies are reporting incredible growth, yet their stocks are falling hard.

Here are 5 post-earnings sell-offs I’m watching.
1/ $AMZN | AMAZON

[Adrian Westbrook @AdrianStonk]

1/ $AMZN | AMAZON
Down nearly 10% following earnings.
• Revenue +12% YoY
• AWS revenue +39% YoY
• Operating income $28.1B
The concern? Massive CapEx and negative trailing FCF.
I own $AMZN, and the AWS acceleration is exactly what I wanted to see.
But investors want to see returns on all that spending.
2/ $GOOGL | ALPHABET
A brutal post-earnings sell-off.
• Revenue +25% YoY
• Google Cloud +103% YoY
• Search +12% YoY
• Operating income +30% YoY
Investment losses weighed on reported EPS, while AI spending raised concerns about cash flow.
I’m still bullish on Google’s underlying business.
My buying zone remains below $300.

3/ $META | META PLATFORMS
Meta sold off after Q3 earnings.
• Revenue +26% YoY to $64.6B
• Advertising impressions +10%
• Average ad price +14%
• CapEx $34.9B
Operating income fell 37%, including a $9.9B legal charge.
The advertising engine is growing, but AI spending and legal costs are real risks.
As a shareholder, I’m watching whether AI continues improving ad monetization.

4/ $NOW | SERVICENOW
Shares plunged around 29% after earnings.
• Revenue +20.5% YoY
• AI deals above $5M in new annual contract value +135%
• Remaining performance obligations $29.7B
But EPS missed expectations, and investors are worried about slowing subscription backlog growth.
Strong AI demand doesn’t automatically protect a stock from disappointing expectations.

5/ $RDDT | REDDIT
Another stock caught in the post-earnings volatility.
Reddit has an interesting growth story:
• Rapidly expanding advertising business
• AI-powered advertising opportunities
• Valuable data licensing partnerships
• Growing monetization potential
But strong business growth doesn’t always justify a premium valuation.

6/ THE BIGGER PICTURE
There’s a common theme across these earnings.
Investors are becoming much more demanding.
Strong revenue growth isn’t enough anymore.
They want:
• Sustainable margins
• Strong free cash flow
• Returns on AI investments
• Guidance that supports valuations
And I think that’s healthy for the market.

7/ MY TAKE
I own $AMZN, $GOOGL and $META.
I’m not treating every sell-off as a buying opportunity.
But I’m also not selling great businesses just because the market dislikes one quarter.
My favorite setup from this group is still
$GOOGL below $300 and $AMZN below $210
Which stock would YOU buy after earnings?

[Adrian Westbrook @AdrianStonk]

TECH STOCKS ARE GETTING DESTROYED AFTER EARNINGS!

Some companies are reporting incredible growth, yet their stocks are falling hard.

Here are 5 post-earnings sell-offs I’m watching.
1/ $AMZN | AMAZON

[David Morgan @Jeremy_Lefcn7l]

🚨 THE MARKET JUST GOT HIT HARD.

But major market pullbacks can create opportunities for long-term investors.

Generational wealth could be built by identifying quality stocks during periods of market weakness.

Here are 8 stocks trading at DISCOUNTED valuations:

[Adrian Westbrook @AdrianStonk]

1. $AAPL – $5.05T market cap, $466.82B TTM revenue (+14%). Sells iPhones, Macs, iPads, wearables, and Services. Its 2.5B+ active devices, growing Services business, and expanding AI features create opportunities for more upgrades and recurring revenue.

2. $TXN – $286B market cap, $20.77B TTM revenue (+20%). Makes analog and embedded chips for industrial, automotive, and data center markets. Growing AI infrastructure demand for power management and signal processing makes it a key supplier.

3. $BMY – $125B market cap, $50.03B TTM revenue (+4%). Develops drugs across oncology, immunology, and cardiovascular care. Its newer growth drugs are helping offset declining sales from older medications facing generic competition.

4. $LLY – $1.22T market cap, $86.46B TTM revenue (+46%). Best known for Mounjaro and Zepbound, its treatments for diabetes and obesity. Surging global demand has made Eli Lilly a leader in the fast-growing metabolic disease market.

5. $TM – $230B market cap, $320B TTM revenue (+7%). Owns Toyota and Lexus and is one of the world’s largest automakers. Its strong hybrid business, alongside expanding EV offerings, gives it multiple ways to compete as the industry evolves.

Thank me later.

[Adrian Westbrook @AdrianStonk]

For reference, here are some of my favorite calls from just the past year:
- $DELL at $230 → flew 150%
- $MU at $500 → flew +150%
- $SNDK at $1,000 → flew +135%
- $ZETA at $15 → flew +120%
- $META at $540 → flew +40%

Many will regret not following sooner.

[Adrian Westbrook @AdrianStonk]

OMG HE JUST DID IT AGAIN

Donald Trump is basically telling you EXACTLY which stocks to buy to get RICH.

Here are the 5 companies he mentioned: