Buffett taught us one thing: Big money follows opportunity.
Yesterday’s big winners:
$SOFI +13.42%
$CLS +12.12%
$NBIS +11.22%
$CRDO +10.77%
$IREN +7.90%
AI infrastructure is creating opportunities across the entire supply chain.
#Stocks#AI#Investing
Anthropic has filed for a record $2 trillion IPO. In a talk uploaded November 30, 2025, a stockbroker asked Elon Musk which company he would buy. Musk said he has no portfolio, then named Google and Nvidia.
The man asking is Nikhil Kamath, who told Musk his primary job is stockbroker and stock investor. Musk runs Tesla, SpaceX, xAI and X, and says the output of AI and robotics "will dwarf everything else."
The clip is three moments from a 114-minute conversation. The full talk is free on YouTube. In it Musk says US deficits run on the order of $2 trillion a year, and that interest payments on the debt exceed the entire US military budget.
His rules for money fit on a napkin.
Judge the product, not the price. His test for any stock: do you like what the company makes, do you like the roadmap, do you believe in the team. A company, he says, is a group of people assembled to make products and services.
Expect the swings. That test does not solve for daily moves, which he admits are sometimes pretty extreme. His advice is to hold and not worry about them.
Watch the ratio. Inflation, he says, is goods and services output against growth in the money supply. AI has not yet raised output enough. He guesses output growth passes money growth in about three years.
Know the fix on offer. He says the only thing that can solve the US debt is AI and robotics. That is a bet, and he says so.
Money is a tool. He calls it an information system for labor allocation. A trillion dollars on a desert island buys nothing, because there is no labor to allocate.
Check who owns it. When he says AI, robotics and maybe spaceflight will hold almost all the value, he runs companies in each of those fields.
"I don't look for things to invest in. I just try to build things."
Listen from 86:12.
Before you buy into any IPO this month, write down what the company sells, what it ships next and who builds it. If you cannot fill in all three lines, you are not investing. You are buying a headline with your name on it.
People think I’m crazy. I don’t care.
$TSLA
at $407.46 today. My long-term target: $6,325.
$SPCX
at $148.58 today. My moonshot target: $73,632. Tesla at $25T. SpaceX at $1 quadrillion. Laugh now. I’m betting on the future, not today’s valuation. #TSLA#SPCX
$BA down 10% to $169 after earnings, an 18-month low
Wider jet-unit loss, a delivery target cut and a lower free cash flow forecast.
But Risk Reversal Skew is still negative (-0.03). Calls are priced over puts.
Semiconductor stocks are heating up again.
$NVDA $AMD $MU $AVGO $INTC $NBIS
AI demand is driving the next wave. The money is flowing back into chips, and I’m watching closely.
Don’t sleep on this sector.
#AI#Semiconductors#Stocks
I flagged $AIOK LAST WEEK. Today, it hit $17.72.
I spot the moves before the crowd. That’s the edge.
Follow me. The next big winner is out there.
#AIOK#Stocks
$AIOK ripped 183% on Friday.
A $3.50 special dividend lit the fuse. But don't confuse a stock spike with free money.
The real test is what happens after the hype fades.
$AIOK
$SOFI
Q3 EARNINGS Adj EPS: $0.18 vs $0.17 est ✅Sales: $1.371B vs $1.256B est 📷 Q3 Member Growth +35% to 17.1M Raised FY2027 Adj EPS Guidance 📷 📷 +9% in pre-market trading 📷 🟩🔥
Trump-related stocks are back on my radar.
$DJT is the purest political play. $INTC bets on America’s chip comeback. $CVX rides the energy agenda.
Politics moves headlines. Execution moves stock prices.
Which one are you watching?
#Stocks#TrumpTrade
$SOFI is growing too fast to ignore.
Revenue surged 44%. Net income jumped 73%.
Management raised its 2026 outlook
My take: SOFI is evolving into a serious financial powerhouse. The market needs to rethink how it values this business
Growth is real. Execution is delivering
#SOFI
The market rewards conviction, not hesitation.
1,000 SPY $771 Calls at $0.16. I’m positioning for the move, not chasing it after the crowd catches on.
Think ahead. Strike with precision. Let the results speak.
#SPY#OptionsTrading
Warren Buffett: “90% of the people that buy stocks don't think of them the right way. They think about them as something they hope goes up next week.”
“I think about what the company is going to be worth 10–20 years from now.”
3 stocks on my watchlist this week:
$NBIS — AI infrastructure
$NVDA — AI chip dominance
$TSLA — Robotaxi and robotics
AI is still driving the market, but the real money goes to companies that turn hype into growth.
Which one are you buying this week?
BREAKING: $SPCX SECURES $40 BILLION IN GPU FINANCING
SpaceX has secured $40 billion in debt financing to purchase GPUs, according to Elon Musk.
The GPUs are expected to arrive in Q1 and Q2 2027.
HEY
@Grok
, which of these 5 stocks has the potential to deliver 10X returns?
$RKLB
$NBIS
$IONQ
$ASTS
$OKLO
Pick ONE. No hedging. Which stock has the strongest shot at turning a $10,000 investment into $100,000 over the next 5–10 years, and WHY? #Stocks#Investing#10XStocks
SpaceX
$SPCX
brought in $14.6 Billion of revenue this past quarter This is how that has grown: Q1 2025: $4.1B Q2 2025: $4.1B Q3 2025: $5.6B Q4 2025: $5B Q1 2026: $4.7B Q2 2026: $7.8B Q3 2026: $14.6B