LTI Invests

18 | Tech-Focused Investor • Finance
No Guts No McLaren | Not Financial Advice

[LTI Invests @LTIInvests]

Amazon’s growth is actually ridiculous.

$AMZN market cap in 1997:
~$1.4 BILLION

Today:
~$2.8 TRILLION

Nearly 2,000X larger.

And along the way investors had to survive:

• Dot-com crash
• 2008
• COVID
• Multiple 50%+ drawdowns
Sometimes the hardest part isn’t finding a winner.
It’s holding it.
Could you have held $AMZN for 29 years?

[LTI Invests @LTIInvests]

@Schen0815 What's going to happen until December?

[LTI Invests @LTIInvests]

I found $EROC.

While everyone fights over AI chips, ERock is trying to solve an even bigger problem..

Where does all the POWER come from?

• Contracted backlog: $1.7 BILLION. up 10X YoY
• 470 MW order from Anthropic
• Building 366 MW of generation supporting a Meta data center campus
• Also working on a 63 MW Microsoft data-center project
• 2026 revenue guidance implies roughly 2.5X YoY growth
• $626.6M cash + no debt
And the stock has already pulled back ~30% from its August high.
Still very early and not yet profitable, so there’s real risk here…
But this is one I’m DEFINITELY digging deeper into.
Is $EROC a hidden AI power play?

[LTI Invests @LTIInvests]

Tim Cook’s run at $AAPL is actually insane.

When he became CEO in 2011:

Apple market cap: ~$347 BILLION

Today:

Apple market cap: ~$4.6 TRILLION

$AAPL stock under Cook: +2,250%+

$1,000 invested when he took over would be worth roughly $23,600 today.

One of the greatest CEO runs ever.

Can Apple’s next CEO somehow top this?

[LTI Invests @LTIInvests]

$ORCL might be one of the most misunderstood AI stocks in the market.

People still think of Oracle as a boring old database company.

Meanwhile:

• Cloud infrastructure revenue: +93% YoY
• Contracted backlog (RPO): $638 BILLION
• RPO growth: +363% YoY
• FY2027 revenue target: $90 BILLION

And a huge part of that backlog is being driven by large-scale AI contracts.

Is $ORCL still underrated, or has the market already caught on?

[LTI Invests @LTIInvests]

Are we still bullish on Micron $MU ?

What are we expecting to see this week

[LTI Invests @LTIInvests]

People can say whatever they want about the guy, but he still took a company from 350B$ to 4T$ $AAPL

[unusual_whales @unusual_whales]

Tim Cook steps down as Apple, $AAPL, CEO on August 31 after taking the company from $350 billion to over $4 trillion.

[LTI Invests @LTIInvests]

Is this a sign to buy SpaceX stock? $NVDA $SPCX

[Kalshi @Kalshi]

JUST IN: Nvidia now owns $20 billion of SpaceX

[LTI Invests @LTIInvests]

How will markets look like monday?
$NVDA $MU $MSFT $AAPL

[LTI Invests @LTIInvests]

INVESTING HAS NEVER BEEN SO EASY

[Evan @StockMKTNewz]

This is how every stock in the S&P 500 has performed so far in 2026

[LTI Invests @LTIInvests]

Why did the market crash so hard today!?!?

[Kalshi Finance @Kalshi_Finance]

Happy Friday.

[LTI Invests @LTIInvests]

And people still say investing is a scam.

[Kalshi Finance @Kalshi_Finance]

JUST IN: The S&P 500 is now officially worth more than $70,000,000,000,000.00

[LTI Invests @LTIInvests]

$MU Is in green after $NVDA's successful earnings report.

[LTI Invests @LTIInvests]

WHY IS $NVDA CRASHING DESPITE BEATING EARNINGS!?!?

[LTI Invests @LTIInvests]

NVIDIA $NVDA HAS OFFICIALLY BEAT THE ESTIMATED EARNINGS! AI STOCKS TO THE MOOONN!!!!!!

[unusual_whales @unusual_whales]

BREAKING: Nvidia, $NVDA, earnings:

- Revenue: $96 billion, est: $92 billion
- EPS: $2.22, est: $2.09

[LTI Invests @LTIInvests]

$CRM HAS JUST BEAT EARNINGS, THE STOCK IS PUMPING!!!

[LTI Invests @LTIInvests]

Me: “This year I’m building a safe, diversified portfolio.”

Me in february:

20% of my portfolio in some company I discovered because someone on X posted “👀”

55% in AI stocks that can literally drop 15% tomorrow

20% in normal ETFs

5% cash

Am I alone?

[LTI Invests @LTIInvests]

What will $NVDA earnings look like?

[LTI Invests @LTIInvests]

Tonight could decide the direction of AI stocks for the next few weeks.

$NVDA reports after the bell.

And it’s not just NVIDIA holders watching.

$AMD
$MU
$MRVL
$AVGO
$VRT
$CRWV
One earnings call could move an entire ecosystem.
Bullish or bearish into $NVDA earnings?

[Ash Crypto @AshCrypto]

BREAKING:

🇺🇸 US PCE inflation came in at 3.7%

Expectations: 3.6%