Technicals with Ms. Mary

Engineer | MBA | Investor since 2012 | Independent Stock Analyst | Not financial advice

[Technicals with Ms. Mary @TechWithMsMary]

Top stocks I found using AI, the platform to find 10x stocks early:

$NBIS

$CIFR
$WULF

$IREN
$APLD

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[Technicals with Ms. Mary @TechWithMsMary]

I DON'T GIVE A FUCK if you have $1,000, $10,000, or even $100,000 in your portfolio.

The stocks that $SPCX and $TSLA "own" are going to create generational WEALTH this year.

Here are 5 stocks that could 10x your portfolio:

$NBIS

[Technicals with Ms. Mary @TechWithMsMary]

1/6 $AAOI — The West's alternative to Chinese AI optics. Trading near $105, with the supply-squeeze narrative still driving the investment thesis.

2/6 $LITE — The company helping AI data centers transition from copper to light. Advanced 200G lasers are reportedly sold out for the foreseeable future, at roughly twice their previous ASP.

3/6 $ASTS — The biggest telecom network on Earth, with zero towers. Recently trading near $60 in after-hours, direct-to-cell remains a high-beta satellite opportunity.

4/6 $MRVL — Nvidia sells the GPUs. Marvell builds the custom chips powering them.

5/6 $RKLB — The only publicly traded way to gain launch exposure without owning SpaceX. Closed near $70.8 on October 1, with the average analyst price target still well above the current price following a major commercial Electron win.

6/6 $CRDO — The nervous system behind every AI cluster. Trading near $207, with connectivity spending continuing to track AI cluster buildouts.

These names have already doubled the $100K I invested over the past 12 months.

The biggest upside for these companies may still be ahead.

Bookmark this. In 2031, we'll look back and see who was early.

Which name are you holding?

NFA

[Technicals with Ms. Mary @TechWithMsMary]

The next generation of millionaires won't come from $NVDA.

They'll come from these 6 stocks:

1/6 $AAOI

[Technicals with Ms. Mary @TechWithMsMary]

Here are the 7 stocks Bill Nygren is keeping a close eye on:

$CRM (Salesforce) — Enterprise AI and cloud software.

$ABNB (Airbnb) — Global travel and accommodation platform.

$ICE (Intercontinental Exchange) — Financial markets and data services.

$COP (ConocoPhillips) — Oil and natural gas production.

$IQV (IQVIA) — Healthcare data and clinical research.

$C (Citigroup) — Global banking and financial services.

$KDP (Keurig Dr Pepper) — Consumer staples and beverage brands.

The biggest opportunities aren't always hiding in the hottest stocks.

Sometimes, they're found in overlooked businesses trading below their intrinsic value.

Many will regret not following me for more.

[Technicals with Ms. Mary @TechWithMsMary]

Bill Nygren believes the next major wealth-building opportunity may be hiding in stocks Wall Street has overlooked.

Here are 7 stocks he's watching closely:

$CRM — Enterprise AI and Cloud Software

[Technicals with Ms. Mary @TechWithMsMary]

🚨 MY NOVEMBER STOCK ADVICE.

Here's what I'm watching and where I'd consider buying:

❌ $MSFT (Microsoft) — DON'T BUY
❌ $CRWV (CoreWeave) — DON'T BUY
🟢 $NVDA (NVIDIA) — Buy at $163–$170
🟢 $AMD (Advanced Micro Devices) — Buy at $520–$545
🟢 $AVGO (Broadcom) — Buy at $332–$340
🟢 $MU (Micron Technology) — Buy at $793–$810
🟢 $INTC (Intel) — Buy at $55–$62
🟢 $GOOG (Alphabet) — Buy at $281–$290

People often ask why I share my insights for free.
Simple: I've made enough. Passion over profit.
If this helps you, LIKE + FOLLOW + SHARE.
NFA. DYOR.

[Technicals with Ms. Mary @TechWithMsMary]

1.
$RKLB
— Rocket Lab: The commercial space industry is entering a new growth cycle, and Rocket Lab is positioning itself to become a major player. Its rocket launches, satellite manufacturing business, and upcoming Neutron rocket give it multiple opportunities to benefit as demand for space infrastructure continues to grow.

2.
$ASTS
— AST SpaceMobile: Imagine being able to connect your regular smartphone directly to satellites without needing traditional cell towers. That's exactly what AST SpaceMobile is building. If its technology scales successfully, it could transform global telecommunications and unlock an enormous new market.

3.
$IREN
— IREN Limited: IREN is evolving from a Bitcoin mining company into a major AI infrastructure provider. By expanding its GPU data centers and AI cloud business, it's positioning itself to capture a share of the rapidly growing demand for AI computing power.

4.
$MU
— Micron Technology: AI chips need more than processing power. They also need increasingly advanced memory to handle massive workloads. Micron's HBM technology and next-generation DRAM put it in a strong position to benefit as AI servers become more powerful.

5.
$STX
— Seagate Technology: As AI generates more data, companies need increasingly large and reliable storage systems. Seagate's high-capacity hard drives and HAMR technology are designed to meet that demand, making it an important player in the expanding AI data-center storage market.

[Technicals with Ms. Mary @TechWithMsMary]

If I could go back to 2014, I'd buy Bitcoin

If I could go back to 2019, I'd buy NVIDIA

If I could go back to 2025, I'd buy SanDisk

And now it's 2026, I'd buy these 5 stocks

$RKLB

[Technicals with Ms. Mary @TechWithMsMary]

$NVDA (NVIDIA) — Excellent company, but waiting for a better entry (currently around $169)

$AMD (Advanced Micro Devices) — Strong AI growth, but don’t chase the recent rally (currently around $515)

$TSLA (Tesla) — Huge long-term potential, but valuation remains a concern (currently around $380)

$AVGO (Broadcom) — Buy at $310–$330 (currently around $332)

$QCOM (Qualcomm) — Buy at $165–$173 (currently around $174)

$MRVL (Marvell Technology) — Buy at $145–$155 (currently around $154)

$ANET (Arista Networks) — Buy at $175–$185 (currently around $185)

$INTC (Intel) — Buy at $55–$59 (currently around $58)

$CSCO (Cisco Systems) — Buy at $94–$99 (currently around $98)

$CRWD (CrowdStrike) — Buy at $215–$230 (currently around $226)

If this helps you, like + follow + share.

[Technicals with Ms. Mary @TechWithMsMary]

The market is getting more interesting!

Here’s my recommendation for November 11:

$NVDA (NVIDIA) — Great company, but the timing is not right

[Technicals with Ms. Mary @TechWithMsMary]

🚨 WHAT IS CATHIE WOOD BUYING RIGHT NOW?

ARK Invest’s biggest recent buys are worth paying attention to.

Here’s where Cathie Wood is putting her money:

SpaceX ($SPCX) — ~$48–50M
Plus additional buying on November 4. One of the biggest single-day additions.
NVIDIA ($NVDA) — ~$45.9M
Purchased on November 5. ARK’s largest tech-related buy that day.

Advanced Micro Devices ($AMD) — ~$19.8M
Added on November 5, following heavy selling earlier this year.
Alphabet ($GOOG) — ~$15M
Purchased on November 5 across ARKK and ARKW.

Natera ($NTRA) — ~$19M
Combined purchases on November 6 across ARKK and ARKG. One of ARK’s biggest single-day healthcare buys.
Big money is moving.

The question is: Which of these stocks deserves your attention?
If you find this useful, LIKE, FOLLOW & SHARE. 🔥

[Technicals with Ms. Mary @TechWithMsMary]

OMG SHE JUST DID IT AGAIN

CATHIE WOOD JUST ADDED 5 NEW STOCKS THAT CAN 10x

This is how the ARK Invest CEO is invested right now:

1. $AMD

[Technicals with Ms. Mary @TechWithMsMary]

2/7 — $TTD
Amazon’s growing ad business, intensifying competition, and concerns about future growth have weighed on sentiment.

3/7 — $NKE
Weak consumer demand, declining sales, and a challenging turnaround have made it difficult for Nike to regain momentum.

4/7 — $LULU
Slowing growth, softer North American demand, and rising competition are putting pressure on the business.

5/7 — $NVDA
The alleged Chinese spy affair involving CEO Jensen Huang has added another layer of uncertainty and negative headlines for Nvidia.

6/7 — $META
Massive AI spending, regulatory scrutiny, and questions about when those investments will pay off are weighing on investor sentiment.

7/7 — $SOFI
Credit risk, sensitivity to interest rates, and concerns about its valuation have kept investors cautious despite strong growth.

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[Technicals with Ms. Mary @TechWithMsMary]

🚨 7 STOCKS THAT CAN’T CATCH A BREAK.

One setback after another. What’s going wrong with these companies? 🧵👇

1/7 — $HIMS
Regulatory uncertainty, pressure on its compounded GLP-1 business, and rising competition have investors questioning its growth outlook.

[Technicals with Ms. Mary @TechWithMsMary]

1. $SMCI (AI servers) → currently around $28

2. $CIFR (AI compute & power / data centers) → currently around $6.5–6.8

3. $IONQ (quantum computing) → currently around $34–35

4. $RMBS (AI memory IP) → currently around $80–85

5. $CRDO (high-speed interconnects) → currently around $130–135

6. $ARM (AI chip architecture) → currently around $180–186

Prices are lower after the correction. The original targets were generally aggressive, and short-term volatility will be high.

NFA

[Technicals with Ms. Mary @TechWithMsMary]

Looking back:
Over a year ago, $MU rose from around $165 to over $1.1k.

Now:
$MU is currently around $710–740.

AI semiconductor stocks have experienced a clear pullback, with sentiment cooling, but AI infrastructure demand is still viewed as strong by most institutions.

The following 6 stocks are the ones I am currently most focused on:

1. $SMCI

[Technicals with Ms. Mary @TechWithMsMary]

1. $MU — Memory is the bottleneck nobody prices in. HBM demand from AI accelerators is outpacing supply through the decade. Every GPU needs more DRAM attached than the last gen.

2. $DRAM— Same thesis, diversified. If you believe memory supercycle > any single name's execution risk, this is the basket trade.

3. $AIS— AI infrastructure exposure without picking the winner. Picks-and-shovels > picking the miner.

4. $AVGO — Custom silicon is the real AI leverage. Broadcom co-designs the XPUs that Google, OpenAI, Anthropic and Meta are deploying at scale. AI revenue guided from ~$58B → $230B by FY28.

5. $SNDK — Every byte AI creates still needs a home. Inference and KV-cache are driving structural NAND demand while supply stays tight through 2028. Pure-play enterprise SSD exposure with contracted backlog.

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[Technicals with Ms. Mary @TechWithMsMary]

I don't CARE if you're account is $700, $13,000 or $1,000,000.

These 5 stocks will 10x your account:

1. $MU

[Technicals with Ms. Mary @TechWithMsMary]

2. $PYPL — PayPal Sigue siendo uno de los grandes actores mundiales en pagos digitales, con una marca reconocida y una enorme base de usuarios y comercios. El mercado cuestiona su capacidad para competir y recuperar crecimiento. Si consigue mejorar su propuesta y rentabilidad, podría haber potencial; si pierde relevancia, la caída estaría justificada.

3. $EL — Estée Lauder Es propietaria de algunas de las marcas más reconocidas del sector de belleza y cosmética, con presencia global y una posición relevante en el segmento prémium. La debilidad de la demanda, especialmente en Asia, y los problemas de ejecución han castigado al negocio. Una recuperación operativa podría cambiar la percepción del mercado, pero no está garantizada.

4. $DIS — Walt Disney Sus franquicias, parques temáticos, estudios y plataformas de entretenimiento forman uno de los ecosistemas de propiedad intelectual más valiosos del mundo. Tiene activos difíciles de replicar, pero debe demostrar que puede convertirlos en crecimiento rentable y mejorar el negocio del streaming. La calidad de sus marcas no elimina el riesgo de pagar demasiado.

5. $BA — Boeing Commercial aviation depends on a global duopoly in which Boeing holds a strategic position alongside Airbus. If it manages to resolve its quality, production, and trust issues, it could regain some of its strength. But its recent track record shows that the operational and financial risk is considerable.

6. $PFE — Pfizer Es una de las grandes farmacéuticas mundiales, con una cartera de medicamentos, capacidad de investigación y presencia comercial internacional. La pérdida de ingresos extraordinarios ligados a la pandemia y la expiración de patentes pesan sobre sus perspectivas. La oportunidad dependerá de su capacidad para renovar la cartera de productos y sostener el flujo de caja.

7. $KHC — Kraft Heinz Controla marcas de alimentación muy conocidas y productos presentes en millones de hogares. Su distribución y escala siguen siendo activos importantes. El problema está en el crecimiento débil, la presión sobre algunas marcas y la deuda. Podría resultar interesante si consigue revitalizar su cartera, pero necesita demostrarlo con resultados.

8. $UPS — United Parcel Service Su red logística conecta empresas y consumidores en todo el mundo. Es una infraestructura difícil de replicar y fundamental para el comercio. La presión sobre los volúmenes, los costes laborales y la competencia han complicado su evolución. Una mejora de eficiencia y recuperación de márgenes podrían cambiar el escenario.

[Technicals with Ms. Mary @TechWithMsMary]

🔥These 8 stocks are far below their all-time highs.

And some could be offering opportunities the market is ignoring:

1. $ADBE — Adobe Inc