David Mitchell

U.S. Equities | Market Analysis | Trading Strategies | Building Wealth Through Smart Investing. 📊

[Christopher Bennett @BennettAnalyst]

I'M ONLY GOING TO SAY THIS ONCE.

Brad Gerstner has placed 56.3% of his entire portfolio into just 5 stocks.

That's a serious level of conviction.

And one AI giant takes the #1 spot.

Here's the breakdown:

1. $CBRS (Cerebras Systems) — 16.2% of the portfolio

[David Mitchell @AnalystMitchell]

@BennettAnalyst Great content! I’ve followed you—please keep it up.

[David Mitchell @AnalystMitchell]

HERE ARE ALL 8 AI STOCKS ON MY RADAR:

$NBIS
$IREN
$CRWV
$CRDO
$AAOI
$COHR
$NVDA
$MOD

The AI revolution is still creating opportunities across infrastructure, computing, chips, and data-center technology.

I believe these 8 deserve a closer look as the industry continues to grow

[David Mitchell @AnalystMitchell]

YOU DON'T NEED A HUGE PORTFOLIO TO BUILD WEALTH.

I DON'T CARE IF YOU HAVE $1K OR $100K.

AI could create generational wealth over the next few years.

Here are 8 AI stocks I'm watching closely.

1. $CBRS — One name you shouldn't ignore. 👇

[David Mitchell @AnalystMitchell]

The 6 stocks:

1. $NVDA — 0.17x
2. $GOOGL — 0.16x
3. $AMZN — 0.29x
4. $AVGO — 0.43x
5. $META — 0.73x
6. $MSFT — 0.77x

Which one stands out to you?

[David Mitchell @AnalystMitchell]

I'M ONLY SAYING THIS ONCE.

Peter Lynch's PEG strategy points investors toward stocks trading below 1.

These 6 global giants fit the criteria.

1. $AMZN — 0.29x PEG 👇

[David Mitchell @AnalystMitchell]

🚨 HUGE NEWS: $NVDA co-founder Jensen Huang is stepping down immediately.

Colette Kress becomes interim CEO as NVIDIA begins searching for a permanent successor.

Could this change the future of AI stocks?

[David Mitchell @AnalystMitchell]

🔴 Stay Away for Now
- $TSLA: Attractive long-term story, expensive valuation.

I share additional stock insights and trading ideas through DM.

Message me if you want more details.

Like + Follow + Share.

[David Mitchell @AnalystMitchell]

I'm 50 and retired from BlackRock.

After decades of studying the markets, these are the stocks I'd focus on this November 12.

Not every dip is a buying opportunity. Not every rally is worth chasing.

My key entry level:Here's my complete breakdown. 👇

$QCOM — BUY at $165–$170.

[David Mitchell @AnalystMitchell]

My November 12 Strategy:

🟢 Buying Zones
- $NVDA: $155–$160
- $AVGO: $325–$335
- $QCOM: $165–$170
- $MRVL: $154–$160
- $ANET: $186–$191
- $TSM: $390–$402

🟡 Be Patient
- $AMD: Strong AI outlook, but don't chase.
- $MU: Wait for a better entry.

[David Mitchell @AnalystMitchell]

$SPCX could be MUCH bigger than people think.

Most see another AI stock. I see the next Apple of the robotics era.

Trading below $150, with $600+ potential.

If Charlie Munger were still here, I bet he'd be paying VERY close attention.

[David Mitchell @AnalystMitchell]

My current watchlist:

🚀 $RKLB
🚀 $IREN
🚀 $IONQ
🚀 $SOFI
🚀 $AAOI

I share trade alerts, whale activity, options ideas, SPY levels, and GEX heatmaps.

Want my next setups?

[David Mitchell @AnalystMitchell]

I CALLED THE $NBIS BOTTOM AT $165.

Now I'm watching 5 stocks that could create generational wealth over the next decade.

First up: $RKLB

But before we get into the picks, here's my actual track record.

The receipts speak for themselves

1. $MSFT Aug 21 '26 $480 Calls: +409.6%

[David Mitchell @AnalystMitchell]

My biggest options results this year:

$SNDK — +421.6%
$MSFT — +409.6%
$PLTR — +352.2%
$NBIS — +209.4%
$SPY — +126.5%
$TSLA — +125.5%
$AAOI — +119.3%
$SOFI — +63.3%

These were all shared in my original timeline posts.

[David Mitchell @AnalystMitchell]

🔥 My 7 AI Infrastructure Picks:

☁️ $PLTR — Enterprise AI software.

🚀 $NVDA — AI GPUs.

🛰️ $AVGO — Custom chips and networking.

📱 $MRVL — AI connectivity chips.

📦 $AMZN — AWS cloud infrastructure.

🌐 $META — AI models and hyperscale computing.

[David Mitchell @AnalystMitchell]

The CEO of $META just told you the easiest way to get RICH. Buy the companies supplying Meta’s AI bottlenecks.

These 7 names can 5x from here:
1/5 $MU — HBM memory and storage.

[David Mitchell @AnalystMitchell]

6. $MU — High-bandwidth memory.

7. $VRT — Data center power and cooling.

8. $GOOGL — Full-stack AI ecosystem.

The next wave of AI winners may come from the companies solving computing, memory, power, and connectivity constraints.

[David Mitchell @AnalystMitchell]

If you're under 45, I'll say this only ONCE.

CEO $NVDA Jensen Huang says normal people will be millionaires buying AI bottleneck stocks EARLY.

Here's 8 stocks that can still 15x:
1. $PLTR — Enterprise and defense AI software.

[David Mitchell @AnalystMitchell]

These are the 8 stocks I'm tracking:

2. $NVDA — AI GPU dominance.

3. $AVGO — Custom silicon and networking.

4. $MRVL — AI connectivity and custom chips.

5. $TSM — Advanced semiconductor manufacturing.

[David Mitchell @AnalystMitchell]

Our 5 stocks to watch:

1. $NVDA — AI's computing backbone.
2. $AMD — A strong alternative in AI chips.
3. $AVGO — A leader in custom silicon.
4. $MU — Critical memory for AI growth.
5. $GOOGL — AI chips and global distribution.

Want tomorrow's potential buy zones?

[David Mitchell @AnalystMitchell]

🚨 I’m watching these 5 stocks closely!

Before the stock market opens today, our team is working on the next round of layout focused on artificial intelligence (AI).

Keep an eye on this stock:

1. $AVGO - The field of customized AI chips is experiencing explosive growth. 👇