Investors might be sleeping on the strategic pivot $NBIS just pulled off. This new partnership approach could decouple explosive capacity expansion from heavy balance sheet burdens in a big way.
Partners step up to finance and run the physical data centers and gear. Nebius stay
My July tips:
โข $TSLA โ Stay away
โข $HOOD โ Skip it
โข $AMD โ Pass
โข $MSFT โ Grab at $375โ$382
โข $META โ Snag at $590โ$600
โข $NVDA โ Buy at $192โ$198
โข $RKLB โ Pick up at $78โ$82
โข $IONQ โ Get at $40โ$43
Trump just called the Iran ceasefire done. Oil's going up, Dow dropped hard -576 points. Nasdaq stayed steady though.
Energy stocks are finally waking up. Eyeing $XOM for a quick move.
Not going all in yet, but the market's getting wild again.
Regular folks might freak out
Zuckerberg talking about jumping into AI cloud business? Thatโs a huge long-term play. Metaโs using its massive user base and infrastructure to take on AWS, Azure, and GCP in that high-margin space.
What stands out:
- Ad revenue funds AI growth
- Cloud could be a new cash
I'm pulling in about $90k a month now, so I just share the stuff I really like.
July calls:
$MSFT โ Skip it
$GOOG โ Skip it
$ORCL โ Buy between $142 and $148
$SNDK โ Buy between $1,880 and $1,890
$AVGO โ Buy between $395 and $405
$MU โ Buy between $1,010 and $1,01
Forget about chasing those super-hot memory chip stocks...
Try these 5 with the same huge potential instead:
$OUST ~ Ouster
$ZETA ~ Zeta Global
$PLTR ~ Palantir
$NOW ~ ServiceNow
$FCEL ~ FuelCell Energy
Save this post. You'll be glad you did. Early movers cash in big!
After winning seven Patriot League titles on the mat as a cheerleader at Whitman-Hanson Regional High (@WHathletics), Kayla Crawford collected her first as a coach last week. It's the program's 29th straight.
https://t.co/bqDD3LA4S2