Eric Sam

U.S. stocks & macro strategy, focusing on growth stocks and industry trends. Sharing data-driven insights, earnings analysis, and risk management perspectives.

[Elon Musk @elonmusk]

Grok downloads surge 43% month over month!

[Shay Boloor @StockSavvyShay]

$MU is trading lower on reports Samsung is already approved by $NVDA to supply HBM4 for Rubin and may start production this month.

Micron does not ramp HBM4 until mid 2026 which brings fresh worries about losing early share in the highest margin part of memory.

[Eric Sam @Samaj___seva]

$DUOL dipping to ~$482-485 amid tech chop—down from $520+ highs but Q4 earnings Feb 26 incoming, rev growth expected +40%+, AI Max tutor/roleplay features driving engagement. User base exploding, profitability ramping. Pullback feels temporary. Adding quietly. #DUOL

[Mike Investing @MrMikeInvesting]

Investing in these 5 sectors will make your portfolio greatly outperform the markets in 2026:

Space ~ $ASTS, $RKLB, $LUNR

AI ~ $IREN, $CIFR, $NBIS

Drones ~ $ONDS, $AVAV

Robotics ~ $TSLA, $PATH, $RR

Energy ~ $EOSE, $OKLO

Don’t miss your chance on these generational setups…

[Elon Musk @elonmusk]

Solar is not A source of energy, it is THE source of energy

[Elon Musk @elonmusk]

Grok Imagine is improving super fast!

What are the highest priority improvements you want? Please reply below.

[Elon Musk @elonmusk]

And the latest Grok 4.20 checkpoints are much better. Largest model variant of 4.20 still hasn’t finished training.

[TrendSpider @TrendSpider]

"Everything is dumping right now"

Have you looked at energy? $XOM

[Shay Boloor @StockSavvyShay]

$SNDK ABSOLUTELY CRUSHED THEIR EARNINGS

• Sales $3.03B vs Est. $2.64B
• EPS $6.20 vs Est. $3.33
• Net Income $967M vs Est. $498M

Q3 Guidance
• Sales $4.6B vs Est. $2.9B
• EPS $13.00 vs Est. $4.21

[Elon Musk @elonmusk]

This @waitbutwhy illustration is 👌

[Han Akamatsu 赤松 @Han_Akamatsu]

$HOOD Presents a nice entry here at $100.

Down -35% since its highs by the time $HOOD entered the S&P.

But now we’re seeing good long gamma at the $100 level. And for next week we’re seeing them hedged near $108/109.

Not a bad place to start a position. Best entry near $98/100 for me. 🤝🏻

[The Long Investor @TheLongInvest]

$MSTR eventually the price action always reverts back to the 200 WMA

And it’s no exception here

[Bark @barkmeta]

This morning, $3T was wiped out from Gold and Silver.

This afternoon, $2.5T was added back.

Both of these moves are now the #1 and #2 largest liquidity events in HUMAN HISTORY.

Gold and Silver broke the simulation and the chaos is just getting started... buckle up.

[Aralez 🐕 @0xAralez]

🚨 ALERT:

$BTC is preparing for a massive dump to ~$32k

Every cycle, history repeats itself:

- 2017: $19k PEAK → 2018: -84.1%
- 2021: $69k PEAK → 2022: -77.4%
- 2025: $126k PEAK → 2026: -72.2%

Things are about to get worse – Bookmark it...

[Mike Investing @MrMikeInvesting]

$IREN is your next generational wealth making opportunity…

Earlier today Congressman Dale Strong added $IREN to his portfolio.

With Congress, Insiders, & Institutions all loading billions weekly, $IREN can squeeze very soon.

$100+ is the next target.

Save this for later…

[Elon Musk @elonmusk]

China’s incredible growth in solar power and electric vehicles will greatly reduce its dependence on oil & gas

[The Long Investor @TheLongInvest]

$PLTR don't shoot the messenger

I shared this 8 days ago showing this would happen

50 WMA is the last support to hold at $146, otherwise it's moving down towards $106

Below $106 would be somewhat attractive but I'll never add $PLTR again

[The Analyst @MMatters22596]

Whenever a potential triangle pattern appears, investors’ eyes start to shine.

Just like with $AMZN.

I believe Amazon can reach prices between $321.92 and $365.49 this year.
From current levels, that still implies 30%+ upside.

Your thoughts on $AMZN?

[Heisenberg @Mr_Derivatives]

$PLTR

Today hit the lowest Daily RSI since April 19th 2024.

Today marked the first test of the 200dma since August 5th 2024.

Today marked the first close below the 200dma since May 8th 2023.

That H&S still very much valid. Just need a breakdown below $150 to confirm.

Bulls need to defend right here right now at the 200dma.