Martin

[Martin @Levelup325]

@WisemanCap Yes, I doubt it will be the semi stocks, already too many in Spy and they’ve run too hard

[Martin @Levelup325]

@MLBTheShow Ohtani for the people

[Martin @Levelup325]

@TheProfInvestor you want to lose a lot of money... trade wedges. Two diagonal lines is way too objective to be consistent.

[Martin @Levelup325]

@RinoTheBouncer That’s is so cool

[Martin @Levelup325]

@mukund @grok 13 was my favorite phone by far.

[Martin @Levelup325]

@GarciaCap i will not be checking the portfolio today

[Martin @Levelup325]

@jrouldz when i dumped BMNR it was one of the best days of my life

[Martin @Levelup325]

@IncomeSharks @TrendSpider $1 amc really pumping?

[Martin @Levelup325]

@__Con_ abcl? that's the only two i follow lol

[Dr J Rould @jrouldz]

Of all the software breakouts swirling around the market right now

my favorite might be $TEM 👀

[Martin @Levelup325]

@StockPatternPro $tem looks frisky

[Dr J Rould @jrouldz]

Companies with strong proprietary data moats:

$META
$RDDT
$TEM

Just off top of my head 🤔

[Ruth Capital @ruth_capital]

MY PERSONAL NEW-ERA MAGNIFICENT SEVEN:

$NET Cloudflare - aspires to morph into a preeminent global connectivity cloud with a secure and expeditious digital system

$HOOD Robinhood Markets - revolutionizes financial empowerment and democratized wealth creation

$TEM Tempus AI - transcends as the luminary of precision medicine by harnessing artificial intelligence to redefine healthcare innovation

$ASML - vanguard of photolithography innovation and nanotechnology that empowers global computational evolution

Anduril - paragon of autonomous defence innovation, redefining national security through artificial intelligence and cutting-edge hardware

Databricks - aims to ascend as the unifier of data and AI synergy, crafting an open-source platform for enterprise intelligence

$BTC Bitcoin - best hedge against inflation that heralds individual autonomy and fiscal emancipation

cognizant that several of these enterprises are not yet publicly traded and certain names may evoke contention. I believe that a cascade of positive catalysts, secured contracts, and proxy assets tied to these names and industries will yield remarkable returns in the future

[Martin @Levelup325]

@ZaStocks I’ve been buying since you recommended on Substack. I 100% agree, same vibes, maybe that’s why Pltr and hood are my other two overweight positions!

[Za @ZaStocks]

$RDDT might have the best earnings and growth profile of any company below $35B market cap.

I haven’t seen numbers like this since early $PLTR $HOOD etc.

This past week, Larry Ellison said that AI is becoming commoditized because most models are being trained on almost the same exact data.

Unique data and information information is becoming a bottleneck, Reddit has 20 years of data and human conversations that have a chance to be monetized.

Not only do they have deals with OpenAI and Google, but they’re in a legal battle with Anthropic because Anthropic was scraping Reddit’s data without their permission.

If (and when imo) Reddit wins this case, it seems likely Anthropic will start to pay Reddit for their data.

OpenAI, Anthropic, and Google want Reddit’s data.

Very interesting proposition here for a profitable company growing 70%.