Blake Morrison

Monitoring U.S. equities through earnings, liquidity, rates & cycles.

[Blake Morrison @BlakeEquities]

Hear me out: buy before July 15, and by year-end you could potentially see massive gains.

$CRWV is a $180.00 stock trading at $81.75
$NBIS is a $398.00 stock trading at $215.62
$IREN is a $98.00 stock trading at $38.82
$APLD is a $58.00 stock trading at $33.06
$SOUN is a $24.00 stock trading at $6.55
$RGTI is a $36.00 stock trading at $17.94
$QBTS is a $42.00 stock trading at $22.53
$BBAI is a $9.00 stock trading at $3.53
$LUNR is a $28.00 stock trading at $19.58
$SOFI is a $22.56 stock trading at $18.24

[Blake Morrison @BlakeEquities]

I manage $8 billion in assets. My strategy for next week is to buy the dip in semiconductor stocks.

$CRWV is a $180.00 stock trading at $81
$AAOI is a $220.75 stock trading at $117
$IREN is a $67.86 stock trading at $38
$LITE is a $1,050.72 stock trading at $725
$NBIS is a $298.57 stock trading at $209
$CLS is a $460.00 stock trading at $322
$GLW is a $268.92 stock trading at $199
$ARM is a $429.73 stock trading at $318
$MRVL is a $326.67 stock trading at $245
$SNDK is a $2,356.00 stock trading at $1,767

[Blake Morrison @BlakeEquities]

You can buy $SNDK today at $1,760.

You can buy $MU today at $960.

You can buy $WDC today at $545.

You can buy $MRVL today at $248.

You can buy $AMD today at $510.

You can buy $TER today at $380.

[Blake Morrison @BlakeEquities]

I manage $8 billion in assets, and my latest strategy is to buy stocks at lower prices during market pullbacks.

$TTD is a $24.09 stock trading at $19.15
$MU is a $1,298.84 stock trading at $1,032.28
$MSFT is a $483.51 stock trading at $384.28
$NVDA is a $248.60 stock trading at $197.58
$MSTR is a $117.51 stock trading at $93.39
$AMZN is a $304.11 stock trading at $241.70
$AAPL is a $370.40 stock trading at $294.38
$TSLA is a $535.12 stock trading at $425.30

[Blake Morrison @BlakeEquities]

Hear me out! I manage $8B in AUM, and my portfolio includes 8 high-potential stocks under $100.

$SOFI is a $22.56 stock trading at $17.93
$IREN is a $82.36 stock trading at $45.73
$ABCL is a $16.80 stock trading at $7.85
$OSCR is a $50.78 stock trading at $28.52
$HIMS is a $40.10 stock trading at $34.67
$ONDS is a $17.25 stock trading at $8.24
$HOOD is a $114.35 stock trading at $100.28
$ASTS is a $145.09 stock trading at $88.86

[Blake Morrison @BlakeEquities]

@NYTeacher6 $AAOI’s stock price is expected to rise to $213.

[Blake Morrison @BlakeEquities]

I’ll say this once: I manage $8B in assets, and here are the 10 stocks I’m bullish on.

$ONDS is a $17.25 stock trading at $8.59
$PLTR is a $190.46 stock trading at $115.75
$NOW is a $142.17 stock trading at $97.85
$AAOI is a $113.80 stock trading at $150.17
$TMDX is a $134.50 stock trading at $66.68
$IREN is a $82.36 stock trading at $46.12
$META is a $840.60 stock trading at $556.57
$ZETA is a $28.33 stock trading at $19.53
$SOFI is a $22.56 stock trading at $18.03
$POET is a $8.00 stock trading at $10.13

[Blake Morrison @BlakeEquities]

@g_muralid The reason I didn’t recommend buying last Thursday was that I predicted there would be another pullback on Friday.

[Blake Morrison @BlakeEquities]

I manage $8 billion in assets. Here’s my long-term portfolio:

$NOW is a $320 stock currently trading at $96.
$SOFI is a $35 stock currently trading at $17.
$CRWV is a $300 stock currently trading at $94.
$ZETA is a $40 stock currently trading at $19.
$NVDA is a $280 stock currently trading at $193.
$RDDT is a $250 stock currently trading at $166.
$AAOI is a $220 stock currently trading at $130.
$PLMR is a $190 stock currently trading at $123.
$NU is a $25 stock currently trading at $13.

[Blake Morrison @BlakeEquities]

@stockupsideio These are the setups I mapped out based on the latest market news flow, combined with fundamental analysis of these companies. You can participate, but this does not constitute investment advice.

[Blake Morrison @BlakeEquities]

I manage $8 billion in assets, and I believe semiconductors are the most compelling area to invest in right now.

$AXTI is a $115 stock trading at $70.15
$AAOI is a $224 stock trading at $135.69
$MRVL is a $413 stock trading at $266.77
$ARM is a $518 stock trading at $334.27
$INTC is a $173 stock trading at $128.32
$CRDO is a $393 stock trading at $238.00
$SMCI is a $51 stock trading at $30.63
$AMD is a $652 stock trading at $521.58
$TSM is a $497 stock trading at $432.35

[Blake Morrison @BlakeEquities]

I manage $8 billion in assets.

I’ll say this only once: AI infrastructure is the most valuable sector to invest in.

$DELL is a $490 stock trading at $399.49
$NBIS is a $255 stock trading at $240.30
$PENG is a $66 stock trading at $62.28
$CRWV is a $140 stock trading at $96.58
$IREN is a $75 stock trading at $47.21
$CLS is a $455 stock trading at $337.53
Do not miss the opportunity to be part of the most important sector of the future.

[Blake Morrison @BlakeEquities]

The severe shortage of AI chips is the key driver behind the sharp rally in AI chip stocks.

That supply-demand imbalance will also spill over to related companies and push their shares higher.

I believe that, at least through 2030, chip shortages will remain one of the biggest bottlenecks for AI, robotics, space exploration, and other high-growth sectors.

[Blake Morrison @BlakeEquities]

I manage $8 billion in assets. Here’s my Friday portfolio.

$META(Meta Platforms) — Don’t buy
$SOUN(SoundHound AI) — Don’t buy
$CBRS(Cerebras Systems) — Don’t buy
$INTC~Intel (Buy at $127.87)
$AVGO~ Broadcom (Buy at $371.2)
$MU~Micron Technology (Buy at $1151)
Bookmark this.

[Blake Morrison @BlakeEquities]

I oversee $8 billion in assets under management. Here’s my portfolio.

$NVDA (NVIDIA) — Don’t buy
$CAMT (Camtek) — Don’t buy
$NOW (ServiceNow) — Don’t buy
$INTC (Intel) — Buy at $125–$128
$NOK (Nokia) — Buy at $13.35–$13.50
$MU (Micron Technology) — Buy at $1,138–$1,155

[Blake Morrison @BlakeEquities]

@elonmusk Hope you're right.