Picasso

The climb back is in full effect

[Mindset 🧠 @Mindsetfx]

Dad buys stock at $250K.

It grows to $12M.

If he sells, he owes tax on an $11.75M gain.

Instead, he puts it in a trust.
Borrows against it.

Borrowing is not income.
So no tax.

He lives on loans.
Never sells.

He dies holding the asset.

Kids inherit at a $12M basis.

IRS gets $0.

[RonnieV @TheRonnieVShow]

MY TOP 4 GEMs with MASSIVE UPSIDE (2-5 years)

$OSCR
$ZETA
$DLO
$FLNC

[Picasso @Cfcpicasso]

@Potentsports Quite frankly the sporting directors are shit. 1 billion spent and our center back options are below average. Our winger options are average (not including Estevao) strikers average, so many transfer windows yet they couldn’t get us a top striker like Guirassy or left winger

[Picasso @Cfcpicasso]

@CFCPys @ChelseaFC Center backs badly needed along with Kenan Yildiz. Been saying Yildiz for the longest

[Picasso @Cfcpicasso]

@Potentsports If chelsea bought Yildiz we wouldn’t be having as many issues in attack. Center backs badly needed but we have to wait till January

[Pys @CFCPys]

Cole Palmer could make his 100th Chelsea appearance tonight. In 99 games, he has 73 G/A. #CFC

[Dividend Talks on YouTube @DividendTalks]

The ENTIRE AI Value Chain - & the Stocks Powering It

From chips to apps, here’s who wins in AI:

- Semis: $TSMC, $AMD, $INTC, $NVDA, $MRVL, $AVGO, $SKHynix, $SSNLF

- Data Centers: $DELL, $CSCO, $SMCI, $ANET, $PSTG

- Infra: $DUK, $NEE, $EQIX, $ABB, $VRT, $SchnE

- Cloud: $MSFT (Azure), $GOOGL (GCP), $AMZN (AWS), $ORCL

- Data: $SNOW, $MDB, $PLTR, Databricks, Scale AI

- Models: OpenAI, $META, Anthropic, Mistral

- Apps: $MSFT Copilot, Perplexity, Midjourney

The real money may be in the picks & shovels - not just the flashy apps.

Which AI stock are you betting on? 👇

[The Tech Investor @TheTechInvest]

These stocks will likely follow $PLTR 10X scenario:

1. $OSCR
2. $HIMS
3. $IREN
4. $NBIS
5. $ASTS
6. $TMDX
7. $EOSE
8. $NVTS

[The Future Investors @ftr_investors]

The Future Investors presents:
𝗧𝗵𝗲 𝗣𝗿𝗼𝗳𝗶𝘁 𝗞𝗶𝗻𝗴𝘀 — 30 Quality Stocks with the Highest Net Margins 🤑🚀

1. $NVDA | Nvidia - 52.4%
2. $V | Visa - 52.2%
3. $ADYEN | Adyen - 45.5%
4. $MA | Mastercard - 44.9%
5. $TSM | TSMC - 42.5%
6. $APP | AppLovin - 42.3%
7. $ANET | Arista Networks - 40.9%
8. $META | Meta - 40.0%
9. $DOCS | Doximity - 39.9%
10. $MSCI | MSCI - 39.5%
11. $MSFT | Microsoft - 36.2%
12. $NVO | Novo Nordisk - 35.6%
13. $CPRT | Copart - 33.4%
14. $FICO | FICO - 32.8%
15. $AVGO | Broadcom - 31.6%
16. $GOOGL | Alphabet - 31.1%
17. $SNPS | Synopsys - 31.0%
18. $VRSK | Verisk Analytics - 30.7%
19. $FTNT | Fortinet - 30.6%
20. $TXN | Texas Instruments - 30.2%
21. $ADBE | Adobe - 30.0%
22. $PAYX | Paychex - 29.7%
23. $ASML | ASML - 29.3%
24. $LRCX | Lam Research - 29.0%
25. $FSLR | First Solar - 29.0%
26. $RMS | Hermes - 28.5%
27. $ISRG | Intuitive Surgical - 28.5%
28. $BESI | BE Semiconductor - 28.2%
29. $DT | Dynatrace - 27.8%
30. $VEEV | Veeva Systems - 27.3%

Source: @KoyfinCharts

📊 Quality Criteria
- EPS & Revenue next 3Y >8%
- Gross Profit Margin >40%
- Altman Z- Score >3
- Marketcap >$10B
- GAAP Net income
- No capital market, biotech, gold mining companies.

✨ In which of these high net margin stocks do you invest?

[Ashton Invests @Ashton_1nvests]

I love investing in U.S.-based companies.

But I’m looking to add some international exposure to my portfolio.

Here are 8 international stocks I’m watching right now:

1/ $GRAB – Singapore

Grab is Southeast Asia’s super app, covering ride-hailing, food delivery, and digital payments.

It also has around $7B in cash, giving it plenty of runway to grow and invest.

If they can keep scaling their ecosystem profitably, this could be a major winner in the region.

[Jon Erlichman @JonErlichman]

Stock that doubled or more this year:

Opendoor: +467%
MP Materials: +307%
IREN: +246%
Nebius: +226%
Robinhood: +209%
Kratos: +162%
Celestica: +152%
Planet Labs: +142%
Roblox: +130%
Hims&Hers: +129%
Palantir: +127%
Celsius: +120%
D-Wave: +111%
Rocket Lab: +109%
Cloudflare: +106%

[Evan @StockMKTNewz]

Here are the best performing NASDAQ 100 stocks so far in 2025

🥇 Palantir $PLTR +126.7%🟢
🥈 Micron $MU +86.8%🟢
🥉 Applovin $APP +79.7%🟢
Warner Bros Discovery $WBD +78.5%🟢
Lam Research $LRCX +61.9%🟢
Zscaler $ZS +57%🟢
Broadcom $AVGO +55.2%🟢
Idexx $IDXX +55.1%🟢
Doordash $DASH 53.8%🟢
KLA Corp $KLAC 53%🟢

[Daniel Newman @danielnewmanUV]

$ORCL AI revenue ramp was the driver of its explosive stock performance this week. No one thought Oracle and $AMZN AWS would ever be compared this way. But here we are.

In an image…

[Reads with Ravi @readswithravi]

Jensen Huang on why he don’t wear a watch:

[Oguz Erkan @oguzerkan]

McKinsey predicts that the global data center capacity will triple by 2030.

Capacity reserved for AI will nearly quadruple.

Yet, $NBIS projects just 1GW capacity by the end of next year.

Can you imagine what’ll it be by 2030?

We are still early..

Long $NBIS.

[Picasso @Cfcpicasso]

@Up__The__Chels @CFCRaf2 Gittens is why our attack hasn’t gone up a level. They should’ve gone for elite quality for our left wing and then the treble would be secured

[Adam Kobeissi @TKL_Adam]

The Fed is about to add rocket fuel to the fire:

Since 1980, 100% of Fed rate cuts with the S&P 500 at record highs have led to more record highs 12 months later.

Not to mention, this time around, we are in the midst of the AI Revolution which is barely in its 2nd inning.

Magnificent 7 companies alone are investing $100 billion+ per quarter in CapEx.

The biggest technological revolution since the internet will be met with rate cuts this week.

[Picasso @Cfcpicasso]

@VdykCFC Should’ve gotten someone better than Delap like Ekitike or Guirassy who would make this team treble winners

[Mindset for Money @Mindset4Money_X]

Profitable growth > just growth.

When a company scales revenue over fixed costs, margins SOAR.

I LOVE seeing this in action.

Here are 10 companies expanding FAST and making it look EASY... and the best part? NONE are overpriced IMO.

1/ $AMZN

I had to put the king first.

There are 2 levers driving Amazons operating leverage.

For retail, margins expand as robotics and regionalized networks are built.

For AWS, Data centers are a huge upfront fixed cost (with variable energy, payroll costs ofc) but ultimately low incremental cost to add new revenue.

Management continues to highlight AWS as a major driver of high, expanding profitability.

[Evan @StockMKTNewz]

Here are some of the tickers that currently have the highest Upside Breakout Score on @prospero_ai

Tesla $TSLA
$META
Reddit $RDDT
Robinhood $HOOD
$BMNR
Coinbase $COIN
Astera Labs $ALAB
Coreweave $CRWV
Cloudflare $NET
Nvidia $NVDA