Here are my favorite names in each secular growth theme......
Cybersecurity | $CRWD $PANW
AI Infrastructure | $MSFT $AMZN $GOOGL
Data | $PLTR
AI Hardware | $NVDA $AMD $SMCI
Consumer | $UBER
E-Commerce | $SHOP $LSPD
EV/Solar | $TSLA
SaaS | $CRM $NOW
I do like $SU, $CNQ $TRP $QSR
SK HYNIX MADE MORE PROFIT IN Q1 OF THIS YEAR THAN REVENUE IT BROUGHT IN ALL OF 2023
- 2023: Revenue $21.24B, Profit/(loss) -$5.92B
- 2024: Revenue $42.91B, Profit $12.83B
- 2025: Revenue $62.98B, Profit $27.84B
- Q1 2026: Revenue $34.08B, Profit $26.15B
$KORU 🚀🚀🚀
@Stocktwits@StockMKTNewz Not cooked yet. Just wait for few hours, new beautiful statement will come from trump after 4pm ET. Too many U turns on this road.
$MU is downgraded to a Sell rating due to excessive volatility and stretched expectations post $1 trillion market cap.
Current risk-reward is unattractive; alternatives like $NVDA & $AVGO offer stronger moats and more predictable growth.
$SOXL $INTC
https://t.co/MIknAMXtvF
If you invested exactly $100K on May 24, 2024, with equal weighting across these 19 tickers, your estimated total portfolio value as of the June 5, 2026 close would be $172,194.96.
Aggregate return of 72.19%
Outperformance in $PLTR $AMD $GOOGL
Drawdowns in $SMCI $LSPD $CRM
Here are my favorite names in each secular growth theme......
Cybersecurity | $CRWD $PANW
AI Infrastructure | $MSFT $AMZN $GOOGL
Data | $PLTR
AI Hardware | $NVDA $AMD $SMCI
Consumer | $UBER
E-Commerce | $SHOP $LSPD
EV/Solar | $TSLA
SaaS | $CRM $NOW
I do like $SU, $CNQ $TRP $QSR
Why is the govt getting involved in every company and manipulating stocks? This is extremely dangerous for retail investors. Seeing way too much biased movement and artificial pump & dumps. The market is supposed to be free.
@CNBC@jimcramer@elonmusk
https://t.co/sizoxeHKvR
Palantir $PLTR just posted this video of CEO Alex Karp:
“We’re hoping that you’ll go to a large language model company and learn that they don’t care about you at all.”
“We’re in the business of giving you the ability to solve those problems for yourself and own the means of production.”
JENSEN HUANG WAS ASKED WHO IS USING AI BETTER THAN ANYONE ELSE IN THE WORLD
His answer wasn't #OpenAI. It wasn't $GOOGL. It wasn't even $NVDA itself.
Here's what he said on @CNBC:
"Nobody uses AI better than $Meta."
🤑🤑🚀🚀
$MDB 🚀
MangoDB Up 12% to $365 after Q1 results beat, FY27 guidance raised
SCOTIABANK RAISES TARGET PRICE TO $395 FROM $310
PIPER SANDLER RAISES TARGET PRICE TO $400 FROM $330