I’ve said this before, & I’ll say it again one last final time…
If you missed $NOW at $82.
Missed $NBIS at $63.
Or even missed $ARM at $130…
Then you cannot miss out on $CRWV at $124 with a $300+ Target by year end.
With $88B worth of backlog (2027-2031), 129% YoY revenue growth, & $3B in cash you cannot be more bullish.
Save this to look back on later…
Just 1 year ago:
$NVDA Nvidia was $92
(now $220)
$MU Micron was $72
(now $780)
$SNDK Sandisk was $32
(now $1,200)
$RKLB Rocket Lab was $18
(now $80)
$AMD AMD was $78
(now $420)
Told you to buy, but you didn’t know me!
Don’t worry you know me now 🎯
I'm only going to say this once.
If you're under 40, this dip is a generational opportunity to buy great companies at a discount.
$NVDA - $194 now. $250 stock. Data center revenue up 92% to $75B last quarter.
$HOOD - $91 now. $150 stock. $307B in platform assets. Built its own blockchain.
$MRVL - $171 now. $225 stock. Custom AI silicon went zero to $1.5B in one year.
$NBIS - $162 now. $200 stock. Revenue up 684%. Backlog over $50B.
$ONDS - $7 now. $10 stock. $70M in new defense orders in four weeks.
$AMZN - $234 now. $300 stock. AWS reaccelerated to 28%. Ads past $70B.
$SOFI - $15 now. $25 stock. 14.7M members, up 35%. CEO keeps buying shares.
$SPCX - $116 now. $150 stock. Starlink, reusable rockets, and Starship.
$ZETA - $22 now. $30 stock. 19 straight beat-and-raise quarters.
$NOK - $9 now. $15 stock. NVIDIA invested $1B. AI and cloud sales up 49%.
Ten years from now nobody will remember what these traded at this week.
The people who built real wealth didn't do it buying all-time highs.
$SOFI five years ago:
• $15/share
• 2.5M members with ~$300M gross profit run-rate
$SOFI today:
• $15/share
• 15.8M members with ~$2.5B gross profit run-rate
Same price. Very different business.
I love when someone says Bitcoin has no intrinsic value from inside a suburban house financed for 30 years with money created by a commercial bank typing numbers into a computer.
When Bitcoin was $16,000 in December of 2022 everyone said it was going to $10,000.
You couldn’t find a bull online.
Same thing is happening today. Everyone thinks we’re going to $40,000.
Problem is a lot of people missed out on $16,000 —> $126,000 cause they got greedy.
You could literally -
- Stack 5 BTC at $70k ($350,000 total)
- Bitcoin reaches $1M
- Borrow just 4% against it yearly
That’s $200,000/year in liquidity
No capital gains tax & still holding the asset
Why are people still trading their Bitcoin away?
Bitcoin "Electrical Cost" is currently around $46,000.
Historically, $BTC has bottomed 10%-20% within this cost.
Based on this, the bottom could be around $52,000-$53,000.