Walker Mark

The best trade is often the one you do not take. Capital preservation is an offensive strategy, not a defensive excuse.

[Walker Mark @Luacardosin]

Here’s where the money went:

1/7 $VST — Nuclear and gas power in Texas, right in the middle of the data center boom.

2/7 $MRVL — Custom chips and the optical links that connect the GPUs.

3/7 $AMZN — AWS, the biggest cloud on earth. Everything else is just a side hustle.

4/7 $AVGO — The custom AI silicon Google and Meta actually run on.

5/7 $NOW — The software the Fortune 500 already lives on. AI agents have to go through it.

6/7 $IREN — Former bitcoin miner now renting GPUs to Big Tech.

7/7 $MU — The only American maker of HBM memory. Every AI GPU needs it.

Which one do you think runs the hardest into 2031?

If this helps, like + follow + share.

[Walker Mark @Luacardosin]

I sold my $NVDA.

Here’s where the money went:

1/7 $VST — Nuclear and gas power in Texas, right in the middle of the data center boom.

[Walker Mark @Luacardosin]

Hot Stocks Right Now
Not a guess — based on trend, earnings momentum, and market leadership.

High-Quality Picks (Oct 8 ET close):
🚀 $TSM — 457.99
🚀 $ASML — 1,769.79
🚀 $AMAT — 509.57
🚀 $LRCX — 320.59
🚀 $KLAC — 196.72
🚀 $ANET — 210.97
🚀 $CRDO — 211.86
🚀 $VRT — 243.73
🚀 $CEG — 285.07
🚀 $VST — 156.14

By the way, following me is free — turning on notifications takes 2 seconds.

💡 Save this list so you don’t miss the next alert.

[Walker Mark @Luacardosin]

$NVDA $AMD $AVGO $MU $SNDK

3. Cloud & Data Centers
$NBIS $IREN $CRWV $APLD $DOCN

4. AI Models
$MSFT $GOOGL $META $AMZN $ORCL

5. Applications
$PLTR $TSLA $NOW $SNOW $CRM

These companies are building AI from the ground up — and that’s exactly why they still have major upside.

Bookmark this for later.

[Walker Mark @Luacardosin]

The $NVDA CEO, Jensen Huang, just laid out the entire 5-layer stack powering the AI supercycle.

1. Energy
$CEG $VST $OKLO $BE $GEV

2. Chips & Computing

[Walker Mark @Luacardosin]

If you're looking to create generational wealth in 2026, look no further than these 8 stocks:

1. NVIDIA ~ $NVDA
2. Rocket Lab ~ $RKLB

3. CoreWeave ~ $CRWV
4. Tesla ~ $TSLA

5. Broadcom ~ $AVGO
6. Nebius ~ $NBIS

7. ServiceNow ~ $NOW
8. Micron ~ $MU

All these names are on the brink of a euphoric breakout.

Don't miss your next life-changing opportunity...

Save this for later...

[Walker Mark @Luacardosin]

🚨 $NVDA IS SEEMINGLY FORMING A BRUTAL BREAKOUT PATTERN

Last time Nvidia went parabolic, it all started with a large accumulation range.

Now, $NVDA is forming a Cup and Handle pattern — and it JUST broke out to the upside.

Related names to watch:

$AMD $AVGO $MU $MRVL $TSM

$ASML $AMAT $LRCX $ANET $VRT

The next distribution phase is slowly loading...

Be ready for it.

[Walker Mark @Luacardosin]

10 Stocks Positioned to 10x as AI Infrastructure Spending Accelerates

$NBIS — Nebius ($249.87)
AI cloud infrastructure; BNP Paribas target $399. $46B in hyperscaler deals with Microsoft and Meta.

$MRVL — Marvell Technology ($287.01)
Custom AI silicon + networking; BofA Q4 top pick. FY28 revenue target $20B.

$APLD — Applied Digital ($24.70)
AI data center landlord; 15 analysts Strong Buy, avg target $66.43. Wells Fargo Overweight, $50 target.

$IREN — IREN ($41.28)
AI cloud + data centers; JPMorgan upgraded to Overweight, target $65. Contracted ARR ramping to $10B by 2028.

$CIFR — Cipher Mining ($15.50)
HPC hosting; 22 analysts Strong Buy, avg target $30.48. Bernstein Outperform, $32 target.

$HUT — Hut 8 ($93.38)
AI data center landlord; 22 analysts Strong Buy, avg target $157.09. Needham Buy, $138 target.

$CORZ — Core Scientific ($16.60)
HPC hosting; 22 analysts Strong Buy, avg target $33.90. $10B AI shift with CoreWeave deal.

$AXTI — AXT Inc. ($84.06)
Semiconductor materials; indium phosphide substrate supplier for AI optical interconnects.

$LUNR — Intuitive Machines ($15.06)
Space infrastructure; NASA lunar contract, MarketBeat 10x space pick.

$OKLO — Oklo ($37.52)
Nuclear microreactors; 13 analysts Moderate Buy, avg target $73.28. Aurora deployment target 2028.

The next decade will be built on infrastructure, not hype. Pick your lane, stay patient, and let compounding work.

Which one are you watching? 👇

[Walker Mark @Luacardosin]

🚨 MARKET OPPORTUNITIES — Your Shopping Guide

$NVDA — NVIDIA — ~$239
$AMD — AMD — ~$649
$AVGO — Broadcom — ~$376
$MRVL — Marvell — ~$287
$TSM — Taiwan Semiconductor — ~$482
$ASML — ASML Holding — ~$1,867
$ANET — Arista Networks — ~$215
$CRDO — Credo Technology — ~$221
$ALAB — Astera Labs — ~$390
$CEG — Constellation Energy — ~$305

Don’t miss out again. Save this list & turn on notifications.
Which one are you watching? 👇

[Walker Mark @Luacardosin]

🚨 26 Stocks Just Hit All-Time Highs Yesterday

$NVDA — Nvidia
$AMD — AMD
$CRWD — CrowdStrike
$NET — Cloudflare
$PANW — Palo Alto
$LITE — Lumentum
$ACA — Arcosa
$APH — Amphenol
$FFIV — F5
$FTNT — Fortinet
$GH — Guardant Health
$GRAL — Grail
$HNGE — Hinge Health
$HPE — Hewlett Packard
$JCI — Johnson Controls
$KEYS — Keysight Technologies
$NTRA — Natera
$P — Everpure
$RBRK — Rubrik
$TBBB — BBB Foods
$TMO — Thermo Fisher Scientific
$TWST — Twist Bioscience
$VLO — Valero Energy
$WAT — Waters
$WCC — Wesco International
$XMTR — Xometry

If you find this helpful, please like, follow, and share.

[Walker Mark @Luacardosin]

Seven names. One goal: $2M by the end of 2027.

$NBIS (Nebius) — $230–$240 Strong Buy
$TSLA (Tesla) — $370–$378 Must Buy
$MU (Micron Technology) — $1,020–$1,046 Must Buy
$NVDA (NVIDIA) — $232–$239 Must Buy
$SPCX (SpaceX) — $168–$174 Strong Buy
$ONDS (Ondas) — $7.20–$7.45 Strong Buy
$META (Meta Platforms) — $730–$742 Must Buy

Save this. Revisit it later.
Follow + turn on alerts so you don’t miss the next call.

[Walker Mark @Luacardosin]

I'm 62, formerly with the NYSE — and I bring in $135,000 every month.

My October advice:

🚫 Avoid:
$SNDK (SanDisk) — Don't buy
$LITE (Lumentum) — Don't buy

✅ Buy Zones:
$INTC (Intel) — Buy at $110–$115
$TSLA (Tesla) — Buy at $365–$375
$NBIS (Nebius) — Buy at $223–$230
$RKLB (Rocket Lab) — Buy at $68–$72
$AMZN (Amazon) — Buy at $240–$250

$UUUU (Energy Fuels) — Buy at current price
$TTD (The Trade Desk) — Buy at current price

People ask, “Why don’t you charge?”
I’ve made enough. Sharing is my passion, that’s why I post for free.

[Walker Mark @Luacardosin]

$500K. 8 stocks. The no-drama portfolio.

Semis: $TSM ($473) · $AMD ($634)
Tech: $META ($725) · $AAPL ($330)
Cybersecurity: $PANW ($403)
Healthcare: $UNH (~$366)
Financials: $V ($385)
Consumer: $COST ($921)

Put $62,500 into each of these 8 names. Which one runs the hardest?

Drop your pick below. 👇

[Walker Mark @Luacardosin]

The Long Game: 20 Quality Stocks I Believe Can Reach Trillion-Dollar Market Caps Over the Next Decade

$AAPL — $7.2T
$NVDA — $10T
$GOOGL — $8T
$MSFT — $6T
$TSM — $8.3T
$META — $4.8T
$AMZN — $5.5T
$AVGO — $4.3T
$MU — $2.5T
$AMD — $3T
$TSLA — $8.7T
$SPCX — $12T
$ORCL — $2T
$PLTR — $2T
$NOW — $1T
$VRTX — $1.5T
$LLY — $2T
$JPM — $1.2T
$V — $1.5T
$COST — $1.2T
The AI and tech buildout isn’t slowing down. These are long-term scenarios, not guarantees — but the direction is clear. Position early, stay patient, and let compounding do the heavy lifting.
Save this + turn on alerts. 🔔

[Walker Mark @Luacardosin]

History doesn't repeat, but it often rhymes. 📊

The S&P 500 has averaged a +16.6% return in the 12 months following midterm elections since 1950.

Look at the outliers:
• 1954: +33.6%
• 1962: +30.9%
• 1990: +29.1%
• 1998: +24.1%
The midterm curse is a myth. The post-midterm rally is the real trend.
Stop overthinking the macro. Stick to the data.
Like + Follow for more market stats. 🔔

[Walker Mark @Luacardosin]

The semiconductor bid is not equal.

Top Semi Holdings (Q2 13F):
$NVDA — $388.6B
$AVGO — $150.4B
$MU — $121.0B
$AMD — $87.3B
$AMAT — $58.0B
$LRCX — $57.5B
$KLAC — $38.1B
$MRVL — $25.5B

Key Levels:
$NVDA — ~$234
$MU — ~$1,075
$AMD — ~$634
$TSM — ~$473
$ASML — ~$1,867
$AMAT — ~$540
$LRCX — ~$347
$KLAC — ~$207

Catalysts:
$NVDA — Morgan Stanley Top Pick, $300 target
$MU — Goldman $1,250 target
$AMD — BofA $720 target
$TSM — Earnings Oct 15, consensus $547–$552
$ASML — Earnings Oct 14, UBS Buy, €2,350 target
$AMAT — MS $563 target, advanced packaging demand
$LRCX — B. Riley $390 target
$KLAC — Bernstein Buy, $250 target

Same theme. Different risk profiles.
Copy this card before next week’s earnings.

If this helps, like + follow + share.

[Walker Mark @Luacardosin]

Smart money is already front-running it:

AI Compute
$NBIS $IREN $APLD

Chips
$NVDA $AMD $TSM $MU

Networking
$AVGO $ANET $MRVL

Power & Cooling
$VRT $ETN $POWL

Power Generation
$BE $GEV

Nuclear
$OKLO $VST $CEG

Defense & Space
$AVAV $KTOS $RKLB $ASTS

Robotics & Autonomy
$TSLA $AMZN $PATH

Cybersecurity
$CRWD $PANW $NET

Crypto
$HOOD $COIN

The roadmap is clear. The money is moving.

Where are you positioned? 👇

[Walker Mark @Luacardosin]

10 quality names I’m tracking — not chasing:

$ORCL — Oracle
$MRVL — Marvell
$NVDA — Nvidia
$WMT — Walmart
$CRDO — Credo
$MU — Micron
$HOOD — Robinhood
$AVGO — Broadcom
$IONQ — IonQ
$SPCX — SpaceX

Save this. Stay patient. Follow + alerts. 🔔

[Walker Mark @Luacardosin]

Fastest path to $1M by 2027:

$NOK (Nokia) — Must Buy
$CRCL (Circle) — Strong Buy
$IREN (IREN) — Must Buy
$NVDA (NVIDIA) — Strong Buy
$HIMS (Hims & Hers) — Buy
$NOW (ServiceNow) — Strong Buy
$META (Meta Platforms) — Must Buy

Position early. Stay patient. Let compounding work.

[Walker Mark @Luacardosin]

@sogabrieel @susuh71 Faço mermo