Learn_The_Process

Investor , Market disciple ,

Mantra - Compounding is the superpower.

Consistency + time always beats brilliance + short bursts

[Learn_The_Process @Learn_d_Process]

@Han_Akamatsu WHENYOU DECIDE WHEN SOME LEVEL IS LOST OR HOLD? HOW LONG AFTER AND WHICH TIME FRAME YOU DECIDE THAT

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@Han_Akamatsu $HOOD ,$RKLB

[Learn_The_Process @Learn_d_Process]

@Han_Akamatsu $DASH, $RDDT, $NOK, $META

[Learn_The_Process @Learn_d_Process]

@IPL fixer

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@SpacBobby @ti_morse @grok summarize important pointers of this interview

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@finding_value_ OOPSS

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@saxena_puru are you still in Mobileye?

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$PLTR Masterclass in growth

• Revenue: $1.41B (+70% YoY)
• US Commercial: +137% YoY (The real engine ⚙️)
• Rule of 40: 127% (Absolute insanity)
• 2026 Guide: $7.2B (Crushing the $6.2B consensus

[Learn_The_Process @Learn_d_Process]

@saxena_puru https://t.co/Jyr7V2Eu5q

[Learn_The_Process @Learn_d_Process]

ROI > Hype: After the MSFT spend-scare, market is no longer giving blank checks for AI. Watching $AMD and AI connectivity players like $CRDO tomorrow. If the AI build-out is actually accelerating, the "picks and shovels" need to prove it in the margins. 🔌💻 #AI #Semis #Investing

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@WisemanCap @Pharmdca https://t.co/Jyr7V2Eu5q

[Learn_The_Process @Learn_d_Process]

ROI > Hype: After the MSFT spend-scare, market is no longer giving blank checks for AI. Watching $AMD and AI connectivity players like $CRDO tomorrow. If the AI build-out is actually accelerating, the "picks and shovels" need to prove it in the margins. 🔌💻 #AI #Semis #Investing

[Learn_The_Process @Learn_d_Process]

@Pharmdca https://t.co/Jyr7V2Eu5q

[Learn_The_Process @Learn_d_Process]

ROI > Hype: After the MSFT spend-scare, market is no longer giving blank checks for AI. Watching $AMD and AI connectivity players like $CRDO tomorrow. If the AI build-out is actually accelerating, the "picks and shovels" need to prove it in the margins. 🔌💻 #AI #Semis #Investing

[Learn_The_Process @Learn_d_Process]

@saxena_puru https://t.co/Jyr7V2Eu5q

[Learn_The_Process @Learn_d_Process]

ROI > Hype: After the MSFT spend-scare, market is no longer giving blank checks for AI. Watching $AMD and AI connectivity players like $CRDO tomorrow. If the AI build-out is actually accelerating, the "picks and shovels" need to prove it in the margins. 🔌💻 #AI #Semis #Investing

[Learn_The_Process @Learn_d_Process]

Uncertainty is a Sector: With U.S.-Iran tensions lifting oil prices and the wildest gold/silver volatility since 1980, the "boring" plays looking attractive. Seeing a quiet rotation into Defense and Cybersecurity. $PANW and $LMT on the radar . 🛡️🛢️ #Trading #Gold #Defense

[Learn_The_Process @Learn_d_Process]

The JOLTS Jolt: All eyes on 10 AM ET. Markets are looking for a "Goldilocks" labor print—cool enough to keep the Warsh-led Fed at bay, but not so cold that recession fears (35% probability for ‘26) start biting. S&P 7,000 is the line in the sand. 📉📈 #StockMarket #Macro #Fed

[Learn_The_Process @Learn_d_Process]

ROI > Hype: After the MSFT spend-scare, market is no longer giving blank checks for AI. Watching $AMD and AI connectivity players like $CRDO tomorrow. If the AI build-out is actually accelerating, the "picks and shovels" need to prove it in the margins. 🔌💻 #AI #Semis #Investing

[Learn_The_Process @Learn_d_Process]

$META JPM maintains Overweight and has raised the price target to $825 (from $800). This is based on a valuation of approximately 26x the 2027 estimated GAAP EPS of $31.51

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Rocket Lab ($RKLB): Maintains a strong consensus Buy rating (over 80% of analysts). Recent upgrades from Morgan Stanley to "Overweight" and reiterated "Buy" ratings from Bank of America reflect confidence in the Neutron launch vehicle’s progress.

[Learn_The_Process @Learn_d_Process]

($PANW): Widely considered a Buy for 2026. Analysts highlight its successful "platformization" strategy and a shift toward recurring software revenue (now 44% of product revenue). It is currently viewed as undervalued by some, trading roughly 17% below fair value estimates.

[Learn_The_Process @Learn_d_Process]

Strong Buy: $RKLB, $AFRM, $PANW
• Moderate Buy/Hold: $NFLX, $CRWD (valuation sensitive)
• Speculative/Hold: $ASTS