Brian

Retired Amazon/Target exec at 46. Stock research with receipts on YouTube to 300K+. Frameworks first. Picks second. Proof always. Every call traceable.

[Brian @BWB84]

Receipt: 2.5 years ago I made a video called "Top 4 Stocks I'm Buying Today — And It's Not NVIDIA."

$PLTR: $15 → $128 (+744%)
$APP: $15 → $391 (+806%)

The 12-minute breakdown → https://t.co/a30M0SJYo8

[Brian @BWB84]

Check it out at 12:23
https://t.co/xE0OS3DqA5

[Brian @BWB84]

April 24, 2025, I called Palantir taking over the US air traffic control system.
Twelve months. Almost to the day.
Receipt below. $PLTR

Direct quote from my video on April 24, 2025:
"What if this is just an opportunity to upgrade the US air traffic control systems with their Foundry capabilities to integrate real-time data, think weather data, flight plans, and airport operations data, and use AIP to build an AI-assisted tool for controllers... if it does happen, you better remember it was me. And if not, you can just call me crazy."

[The Post Millennial @TPostMillennial]

FAA considers using Palantir AI tool for Air Traffic Control

https://t.co/nw7x48UV3q

[Brian @BWB84]

Analyst price targets on the AI rally names. 12-month consensus, yesterday's close:

$QUBT $8.94 → $17.83 (+99%)
$RGTI $16.61 → $30.58 (+84%)
$NVDA $208 → $268 (+29%)
$AVGO $423 → $473 (+12%)
$TSM $402 → $442 (+10%)
$MU $497 → $534 (+7%)
$LRCX $268 → $281 (+5%)
$AMD $348 → $289 (-17%)
$MRVL $164 → $126 (-23%)
$INTC $83 → $49 (-41%)

Median upside +9%. Which one are you expecting analysts to be the most wrong about?

[Brian @BWB84]

Remember when 13% growth made AWS a "mature business"?

Yea, bout that. I worked there for several years, and Amazon is ok being "misunderstood"

AWS backlog: $244B. Anthropic just committed another $100B on top. The "mature" label is dead.

[Brian @BWB84]

Three questions I ask before I buy an AI infrastructure name:

Who's paying them? (hyperscaler concentration risk)
Does the physics work? (power, cooling, bandwidth)
Is the capex already priced in? (or still ahead of the tape)

I'd rather be late on a right answer than early on a wrong one.

[Brian @BWB84]

AI infrastructure's share of US GDP growth:

2016-2019: ~5% per year
2021-2024: ~4% per year
H1 2025: 92%

That's Harvard's Jason Furman. Strip it out, GDP grew 0.1%.

Nuclear, memory, data center power aren't a theme. They're the economy.

[Brian @BWB84]

Nuclear split this week.

Up big (WoW)
$OKLO +24%
$SMR +32%
$NNE +17%
$LEU +12%
$CCJ +9%
$URA +9%

Flat or down:
$VST -5%
$TLN -2%
$CEG -3%

The market is paying up for new reactors and uranium. Not the old plants.

ETFs: $URA for uranium. $NLR for broader nuclear.

[Brian @BWB84]

Eight of some of my favorites pushing hard today

$NVTS +13.4%
$NNE +10.5%
$LEU +10.0%
$ARM +9.5%
$OKLO +8.6%
$BSX +8.2%
$MU +8.2%
$SMR +7.8%
Power + nuclear + chips all showing up
AI trade isn’t cooling, it’s crushing it

[Brian @BWB84]

@afirestein Great question, and I've made several videos today, like the past two weeks, that cover exactly my picks.

[Brian @BWB84]

Receipt: 2.5 years ago I made a video called "Top 4 Stocks I'm Buying Today — And It's Not NVIDIA."

$PLTR: $15 → $128 (+744%)
$APP: $15 → $391 (+806%)

The 12-minute breakdown → https://t.co/a30M0SJYo8

[Brian @BWB84]

https://t.co/Lz6RIPV6rc

[Brian @BWB84]

$NVDA used to be a gaming company.

At Target I spent years shrinking Kraft Cheese to grow Up and Up private label. Kraft fought me. The data won. Kraft folded and sold the business.

That's what Nvidia is doing to its own gamers right now. DLSS 5. Memory crunch. Every GPU allocated to AI first.

The old customer base always knows when they've been replaced. The company always pretends nothing changed.

$NVDA isn't a gaming company anymore. It's an AI company. The pivot is almost complete.

[Brian @BWB84]

Having worked there, I know there's a rule inside Amazon: Finance does not approve eight-figure infrastructure spend on unproven hardware. Ever.

Cerebras.
OpenAI contract: >$10B.
AWS data-center deal: signed.
S-1 filing: April 17

AWS does not approve infrastructure spend at that scale without proof the performance is real. Nvidia and AMD are not the only options anymore.

[Brian @BWB84]

Here's a few times I called it:

May 2023 — $85 → +341%
Apr 2024 — $138 → +171%
Apr 2025 — $147 → +156% (peak tariff fear)

Not financial advice.

[Brian @BWB84]

$TSM was supposed to be the tariff trade's biggest casualty.

Q1 2026: Best quarter in company history.

Not financial advice.

[Brian @BWB84]

Not many people noticed when I covered quantum computing over 2 years ago.

September 30, 2023:

$QBTS at $0.96 — now up 2,150%
$RGTI at $1.33 — now up 1,318%
$QUBT at $1.08 — now up 641%

Not financial advice.

[Evan @StockMKTNewz]

NVIDIA $NVDA QUANTUM ANNOUNCEMENT

Nvidia just announced the launch "Ising"

Nvidia says its the first set of open-sourced AI models to accelerate the path to useful quantum computers

[Brian @BWB84]

@Detwiler18049 We all took a risk, and thankfully, we scored.

[Brian @BWB84]

$ASML Q1 2026:
Revenue: $10.4B vs $10.0B expected.
Net income: $3.3B vs $3.0B expected.
FY guidance raised to ~$42–47B.
Stock down -4.9% at open.
Guidance raise implies ~$55–70 in incremental fair value per share.
42 analysts. Consensus target: $1,638.

$SMH $NVDA $AVGO $MU #Semiconductors