Korbin Dejesus

Focusing on macro strategy and asset allocation; driving decisions with data to capture value amidst volatility.

[Korbin Dejesus @Korbivesus]

$ZETA vs $SHOP – e-commerce AI battle?
ZETA: Personalized marketing AI, enterprise focus.
SHOP: Platform for online stores, merchant growth tools.
Both fueling digital sales in 2026.
$ZETA or $SHOP? Your take?
$ZETA $SHOP "

[Korbin Dejesus @Korbivesus]

$HIMS vs $ISRG for 2026 growth?
HIMS: Telehealth subscriptions, consumer wellness boom.
ISRG: Robotic surgery leader, AI-enhanced procedures.
Health tech showdown.
Which one are you on?
$HIMS $ISRG "

[Korbin Dejesus @Korbivesus]

Boeing ($BA) kicking off 2026 strong! Closed ~$228 after securing multi-billion defense contracts & analyst upgrades eyeing $240+. Massive backlog + production ramp = upside ahead. Who's adding? 🚀✈️
#BA #Boeing #Stocks

[Korbin Dejesus @Korbivesus]

2026 finale: AI narrative still super strong, normal corrections welcome 😌Stocks to watch: $TTD $APP $MDB $BOX $GTLB $RPDNext 10x in cloud/AI advertising? 📷 #AI #SaaS

[Korbin Dejesus @Korbivesus]

$CSCO:
AI Networking + Splunk Synergies Driving Returns.
Expecting ~$3B AI infrastructure revenue in FY2026, Splunk integration boosting security/observability. Steady $0.41 quarterly dividend (~2.1% yield) + buybacks—reliable growth play!

[Korbin Dejesus @Korbivesus]

$INTC:
AI Foundry Revival Gaining Momentum.
New CEO driving turnaround: 18A node ramping with Panther Lake launch, CHIPS Act funding + strategic investments (Nvidia $5B stake). AI PC boom + foundry wins position it for strong 2026 rebound!

[Korbin Dejesus @Korbivesus]

$PEP: Dividend Powerhouse Accelerating Growth.
54 consecutive years of dividend increases + ~4% yield ($5.69 annual). Preliminary 2026 outlook: organic revenue acceleration + core EPS up 5-7% (7-9% ex-tax impact)—defensive with upside potential!

[Korbin Dejesus @Korbivesus]

$DIS: Entertainment Empire Poised for Rebound.
Streaming profitability surging (Disney+/Hulu ~196M subs), parks & cruises with high single-digit growth + $60B 10-year expansion plan. Double-digit adjusted EPS growth expected in FY2026—major upside potential!

[Korbin Dejesus @Korbivesus]

ES 2026 done: AI mega trend intact, short wobbles = entry zones 🔥
Stocks to watch: $AVGO $ALAB $CRDO $MRVL $ANET $QRVO
Networking + custom AI silicon heating up? 🌐
#AI #Connectivity

[Korbin Dejesus @Korbivesus]

2026 closed: AI future brighter daily, dips = free alpha opportunities 🎯
Stocks to watch: $TSLA $SYM $ISRG $RR $PODD $GMED
Robotics + AI automation wave incoming? 🤖
#AI #Robotics

[Korbin Dejesus @Korbivesus]

ES 2026 finished: AI cycle early innings, shakeouts expected & loved 🤝
Stocks to watch: $RKLB $ASTS $PL $RDW $BKSY $LUNR
Space + AI economy blasting off? 🌌 #AI #Space

[Korbin Dejesus @Korbivesus]

2026 wrap-up: AI long game unbeatable, normal dips = buy presents 🎁
Stocks to watch: $GOOGL $AMZN $MSFT $META $AAPL $IBM
Big Tech AI giants reloading? 🦁 #AI #Magnificent

[Korbin Dejesus @Korbivesus]

ES 2026 vibe check: AI still undisputed king, underdogs shining bright → $MU $SOUN $INOD $BBAI $UPST $PATH
Inference & voice AI names heating up post-CES? Don't sleep on these! 🔥 #AI #Underdogs

[Korbin Dejesus @Korbivesus]

2026 outlook: Agentic AI & inference era exploding, early movers rising → $ZETA $APP $TTD $DUOL $HIMS $PATH
Agentic systems & edge inference leading the next wave? Massive upside ahead! 🚀
#AgenticAI #Inference

[Korbin Dejesus @Korbivesus]

Year end ES 2026 momentum: Bull market powering through, networking & custom chips key → $AVGO $MRVL $ALAB $CRDO $ANET $MPWR
Custom ASICs & high-speed networking fueling hyperscale? Still early! 🌐 #AI #Networking

[Korbin Dejesus @Korbivesus]

2026 wrapped strong: Robotics & physical AI boom accelerating → $SYM $ISRG $TSLA $RR $PODD $SERV
Humanoid & surgical robots getting real traction in AI factories? Next-level automation incoming! 🤖 #Robots #AI

[Korbin Dejesus @Korbivesus]

Just snagged 779 shares of $MU last Wednesday close at $339.55. Now hovering ~$345 with +$4,133 unrealized gains already! 🔥 AI memory demand exploding – HBM fully sold out for 2026, prices climbing. Riding this AI supercycle strong! Who's with me? 🚀 #MU #AIstocks

[Korbin Dejesus @Korbivesus]

ES 2026 done: AI future remains insanely bright, short-term dips are just healthy breathing 🌬
Stocks to watch: $TSM $ASML $AVGO $QCOM $MRVL $ARM
Bull market still roaring? 🐂
#AI #Semiconductors

[Korbin Dejesus @Korbivesus]

$VZ

Despite mixed operating results, VZ posted modest growth, with revenue up 1.5% and EPS up 1.7% year over year.

A dividend discount model values VZ at $41.5–$60 per share, implying up to 50% upside.

[Korbin Dejesus @Korbivesus]

2026 wrapped: AI mega trend unbreakable, pullbacks = buying presents 🎁
Stocks to watch: $SMCI $DELL $HPE $NTAP $PSTG $VRT
Still all-in on AI infrastructure? 🚀 #AI #Datacenter