$IREN has massively lagged $NBIS this year.
NBIS: +209% YTD
IREN: +3% YTD
I think $IREN could be the next one to make a major move. Plus, it's much cheaper 👀
Btw, I’m very bullish on both!
THIS COULD BE VERY BAD...
$MSFT Retesting the major level and breakpoint for 2025 which led to $150 pts of downside...
If this level breaks we could see over $20 of downside QUICK, this could also potentially be a mount/retest. Either way DO NOT miss this👇
🚨WOW!!!!
A 13-year-old boy in Utah has just spent his ENTIRE SUMMER building a custom wheelchair for a 21-month-old baby girl he's never met.
His name is Zac Waters.
He watched a YouTube channel about 3D printing and decided he wanted to do something with it.
So he found MakeGood, a nonprofit that 3D prints assistive devices for people with disabilities, and got to work.
He spent over 300 HOURS, designing, printing, testing. and assembling.
...but he didn't just build a chair, he custom-designed it specifically for her
He custom printed pink accents, because pink is her favorite color.
He built her a removable cupholder and tray table. He designed a space in the back for heavier medical equipment.
He gave her soft, bendable straps so they don't dig into her, he even designed an adjustable footrest and headrest so it grows with her as she does.
When they asked him why he did it, he said it combines his two favorite things in life: 3D printing and helping people in need.
He's THIRTEEN YEARS OLD.
THIS IS THE AMERICA I KNOW!!!!! 🇺🇸🇺🇸🇺🇸
Breaking: Michael Burry has disclosed his updated positions
He:
• Added to Lululemon $LULU long at $127.45
• Added to Freddie Mac $FMCC long at $5.43
• Added to Mercado Libre $MELI long at $1812.39
• Added to Fiserv $FISV long at $51.93
• Added to Zoetis $ZTS long at $72.72
• Added to Semiconductor ETF $SOXX short at $541
Burry left his Tesla and Palantir shorts untouched
@michaeljburry Are you basically saying we all need to stay out of the market entirely? What's the recommendation? Be scared and don't buy stocks? Sell them? Is there any individualization to this thesis based on companies with different fundamentals?
RUGPULL OR MAJOR OPPORTUNITY?!🛑
$GOOGL just dumped on the news of Google Deepmind CEO stepping down... The stock hit our target near 385 but dropped over $20
This could be a MAJOR opportunity 👇
THIS COULD RUIN EVERYTHING🚫
$SNDK Reported earnings and beat but the guidance just wasnt good enough for the market, Same with $WDC
Right now the market is pricing for PERFECTION, and continued Perfect Growth.
Memory Dip Part 2?👇
VOLATILE WEEK INCOMING 2 MONSTERS💎
$MU continues with the $90 ATR which is insane, but is giving constant setups. This Level is make or break but I expect over $50 move on the break. $NVDA found buyers to end the week but the question is continuation...
TOP 2 SETUPS👇
South Korea plans to inject ~$14B into its sovereign wealth fund for strategic investments in AI data centers and infrastructure.
South Korea’s stock market KOSPI is surging 14% on the news as $SKHY and Samsung jump more than 25%.
$AAPL is down on healthy free cash flow and earnings
$AMZN is up on (just as healthy) financials
Difference is
Amazon now has negative FCF and weaker EPS than reported on a cash basis
Apple has free cash flow and a bullet-proof cash flow statement
The $DRAM $SOXX $SMH rally today is the reason for this divergence
Markets are back to gambling mode
Yesterday was fundamentals mode
Financial freedom changed the way I look at stocks.
I care less about daily noise and more about businesses that could still be much larger five years from now.
Here is the growth portfolio I’m watching:
$NVDA —— NVIDIA
$RKLB —— Rocket Lab
$CRDO —— Credo Technology
$VRT —— Vertiv
$COHR —— Coherent
$HWM —— Howmet Aerospace
$TMDX —— TransMedics
$NBIS —— Nebius
The goal isn’t to predict every move. It’s to stay close to the strongest long-term trends.
I’ll only say this once: by year-end, the hardest bottlenecks will command the biggest premiums.
These 8 stocks sit directly in the path of demand:
Arista Networks ~ $ANET
Coherent ~ $COHR
Credo Technology ~ $CRDO
Fabrinet ~ $FN
Ciena ~ $CIEN
Marvell Technology ~ $MRVL
nVent Electric ~ $NVT
Trane Technologies ~ $TT
This is the opportunity chain tightening underneath the market.
Save the chain. Revisit it when every constraint carries a premium…
Listen...
I believe these 8 stocks could create generational wealth for patient investors through the end of 2026...
1) IREN ~ $IREN
2) Credo Technology ~ $CRDO
3) Rocket Lab ~ $RKLB
4) AST SpaceMobile ~ $ASTS
5) Nebius ~ $NBIS
6) Ouster ~ $OUST
7) Applied Digital ~ $APLD
8) Zeta Global ~ $ZETA
Warren Buffett: a strong long-term thesis should not be rewritten by one volatile week.
Save this list and return on December 31st. Most investors will remember the volatility. Patient investors will remember the execution...
This strategy is undefeated, & ensures your portfolio to outperform the S&P 500 year after year…
Buy Stocks when $VIX is $30.
Buy even more stocks when $VIX is $45+
Sell stocks when $VIX is $14.
& simply repeat the cycle!!