Ryan Brooks

Investing through cycles. Sharing insights on markets, businesses, and opportunities.

[Ryan Brooks @JacobStrouse]

I invest in businesses I believe could shape the next decade of growth.
My picks:

$NVDA is a $293.29 stock trading at $206.84
$MSFT is a $528.59 stock trading at $381.70
$AVGO is a $633.08 stock trading at $381.92
$TSM is a $797.39 stock trading at $403.41
$AMZN is a $385.19 stock trading at $232.11
$LLY is a $1,982.21 stock trading at $1,196.03
$ISRG is a $642.32 stock trading at $337.50
$V is a $621.19 stock trading at $355.74

[Ryan Brooks @JacobStrouse]

Starting is hard, but staying focused after you start is what actually builds results.

$UBER — Uber — Don’t buy
$AMZN — Amazon — Don’t buy
$GOOGL — Alphabet — Don’t buy
$MSFT — Microsoft — Buy at $351-$363
$AAPL — Apple — Buy at $296-$306
$JPM — JPMorgan Chase — Buy at $322-$332
$V — Visa — Buy at $323-$334
$WMT — Walmart — Buy at $100-$103

[Ryan Brooks @JacobStrouse]

I want companies that can still matter years from now, not just during one market cycle.

$NVDA — NVIDIA
$MSFT — Microsoft
$AVGO — Broadcom
$TSM — Taiwan Semiconductor
$AMZN — Amazon
$LLY — Eli Lilly
$ISRG — Intuitive Surgical
$V — Visa

[Ryan Brooks @JacobStrouse]

I like growth stocks best when they combine strong demand, strong brand, and a clean market setup.

$MELI — MercadoLibre — Don’t buy
$CRWD — CrowdStrike — Don’t buy
$PANW — Palo Alto Networks — Don’t buy
$META — Meta Platforms — Buy at $577-$596
$NOW — ServiceNow — Buy at $88-$91
$SHOP — Shopify — Buy at $109-$112
$UBER — Uber — Buy at $65-$67
$NFLX — Netflix — Buy at $63-$65

[Ryan Brooks @JacobStrouse]

I like growth stocks best when strong demand, brand strength, and a clean setup come together.

$META — Meta Platforms
$CRWD — CrowdStrike
$PANW — Palo Alto Networks
$SHOP — Shopify
$UBER — Uber
$MELI — MercadoLibre
$NFLX — Netflix
$DASH — DoorDash

[Ryan Brooks @JacobStrouse]

Seven stocks.
Three catalysts.
One potential $900,000 opportunity.

Memory Expansion
$MU — Micron Technology
$WDC — Western Digital
$STX — Seagate Technology

Enterprise Storage
$PSTG — Pure Storage
$DELL — Dell Technologies

Data Movement
$MRVL — Marvell Technology
$CRDO — Credo Technology

AI needs more than processors.
It also needs memory, storage and connectivity.
Position for the buildout without overpaying for momentum.

[Ryan Brooks @JacobStrouse]

Some of the best opportunities are hiding in companies most investors still overlook.
My picks:
$VRT — Vertiv
$PWR — Quanta Services
$VST — Vistra
$CEG — Constellation Energy
$ETN — Eaton
$GEV — GE Vernova
$SMR — NuScale Power
$APLD — Applied Digital

[Ryan Brooks @JacobStrouse]

Most people buy after the move has already happened.
I’m trying to position before the crowd sees it.

My picks:
$AMAT — Applied Materials
$LRCX — Lam Research
$KLAC — KLA Corporation
$MU — Micron Technology
$MRVL — Marvell Technology
$TSM — Taiwan Semiconductor
$ASML — ASML Holding
$SKHYV — SK hynix

[Ryan Brooks @JacobStrouse]

The next AI winners may already be hiding in plain sight.

1. AppLovin ~ $APP
2. Taiwan Semiconductor ~ $TSM
3. Arista Networks ~ $ANET
4. Micron Technology ~ $MU
5. Microsoft ~ $MSFT
6. Meta Platforms ~ $META
7. Palo Alto Networks ~ $PANW
8. Oracle ~ $ORCL

[Ryan Brooks @JacobStrouse]

Some of the best opportunities are hiding in companies most investors still overlook.

My picks:
$GEV — GE Vernova — Don’t buy
$CEG — Constellation Energy — Don’t buy
$PH — Parker-Hannifin — Don’t buy
$ETN — Eaton — Buy at $369-$381
$PWR — Quanta Services — Buy at $582-$601
$VST — Vistra — Buy at $145-$150
$NRG — NRG Energy — Buy at $120-$124
$HON — Honeywell — Buy at $208-$215

[Ryan Brooks @JacobStrouse]

My passion is finding quality growth stocks and sharing the entry points I believe matter most.

$META — Meta Platforms — Buy at $608-$613
$CRWD — CrowdStrike — Buy at $185-$192
$PANW — Palo Alto Networks — Buy at $334-$340
$UBER — Uber — Buy at $59-$68
$DASH — DoorDash — Buy at $166-$174
$MELI — MercadoLibre — Buy at $1713-$1723
$NFLX — Netflix — Buy at $60-$65
$ABNB — Airbnb — Buy at $131-$138

[Ryan Brooks @JacobStrouse]

This is where I would focus before the next rotation becomes obvious. These 8 companies positioned across AI, cloud, semiconductors, networking, and cybersecurity remain difficult for the market to ignore...

1. Arista Networks ~ $ANET
2. Microsoft ~ $MSFT
3. Apple ~ $AAPL
4. Oracle ~ $ORCL
5. Alphabet ~ $GOOGL
6. NVIDIA ~ $NVDA
7. Broadcom ~ $AVGO
8. Taiwan Semiconductor ~ $TSM

This list balances market momentum with scale, cash flow, strategic positioning, and staying power.

Store this post and check it again before momentum returns to these sectors...

[Ryan Brooks @JacobStrouse]

Some of the best opportunities are hiding in companies most investors still overlook.

My picks:
1. GE Vernova ~ $GEV
2. Eaton ~ $ETN
3. Quanta Services ~ $PWR
4. Vistra ~ $VST
5. Constellation Energy ~ $CEG
6. NRG Energy ~ $NRG
7. Parker-Hannifin ~ $PH
8. Honeywell ~ $HON

[Ryan Brooks @JacobStrouse]

The best opportunities are often hidden in businesses most investors ignore.

My picks:
$VST — Vistra — Don’t buy
$GEV — GE Vernova — Don’t buy
$NRG — NRG Energy — Don’t buy
$ETN — Eaton — Buy at $374-$379
$PWR — Quanta Services — Buy at $590-$597
$CEG — Constellation Energy — Buy at $233-$239
$PH — Parker-Hannifin — Buy at $896-$905
$HON — Honeywell — Buy at $205-$213

[Ryan Brooks @JacobStrouse]

Wall Street may be underestimating how quickly finance is becoming software...

Robinhood ~ $HOOD
Coinbase ~ $COIN
Circle Internet Group ~ $CRCL
SoFi Technologies ~ $SOFI
Nu Holdings ~ $NU
Strategy ~ $MSTR
Galaxy Digital ~ $GLXY
Affirm ~ $AFRM

These platforms are positioned around trading, lending, stablecoins, and digital assets.
Save this for the next time financial technology leads the market...

[Ryan Brooks @JacobStrouse]

The biggest AI gains may come from software that turns data into decisions...

Palantir ~ $PLTR
ServiceNow ~ $NOW
AppLovin ~ $APP
Snowflake ~ $SNOW
Datadog ~ $DDOG
Oracle ~ $ORCL
MongoDB ~ $MDB
GitLab ~ $GTLB

AI becomes valuable when companies can embed it directly into daily workflows.
Bookmark these names and watch which platforms create the strongest learning loops...

[Ryan Brooks @JacobStrouse]

The physical infrastructure behind electrification and rising power demand may become one of the most important investment themes of this decade.
30% Grid Equipment
$GEV
$ETN
25% Infrastructure & Industrial Systems
$PWR
$PH
20% Power Producers
$VST
$CEG
15% Energy & Automation
$NRG
$HON
10% Cash
The market often underestimates infrastructure until demand becomes too large to ignore.

[Ryan Brooks @JacobStrouse]

Some of the strongest opportunities are not in the loudest stocks.
They are in the companies quietly powering the next cycle.
My picks:

$GEV — GE Vernova — $1,055.28
$ETN — Eaton — $412.86
$PWR — Quanta Services — $648.84
$VST — Vistra — $160.23
$CEG — Constellation Energy — $258.12
$NRG — NRG Energy — $137.90
$PH — Parker-Hannifin — $952.95
$HON — Honeywell — $222.84

[Ryan Brooks @JacobStrouse]

The next AI winners may not be the companies everyone is talking about today.
Valuation matters when expectations become too high.
Stocks I would be careful with:
$APP
$UPST
$AI
Stocks I believe have stronger fundamentals:
$CRWD
$PANW
$ORCL
The best investors focus on business quality before chasing momentum.

[Ryan Brooks @JacobStrouse]

The biggest asymmetric trades are often found before the market fully agrees on the story.

$INTC is a $182.33 stock trading at $109.84
$PYPL is a $81.52 stock trading at $46.32
$RIVN is a $23.77 stock trading at $17.48
$LCID is a $9.16 stock trading at $5.55
$QS is a $11.32 stock trading at $6.58
$CHPT is a $8.93 stock trading at $5.99
$OKLO is a $68.88 stock trading at $48.85
$RXRX is a $6.16 stock trading at $3.56