If we have a market correction in the next two months, here is my humble list:
1) $FICO 90% of US lenders use FICO
2) $ASML Controls 100% of the EUV market
3) $INTU The largest tax software in the world
4) $UNH Largest health care in the world
5) $NVO Controls a significant part of the diabetes market
6) $GOOG YouTube is the largest university in the world and Gemini is set to be a leader
7) $TSM The largest chip maker in the world
9) $MELI Largest e-commerce in Latin America
10) $NU its gonna one of the largest banks in the world
11) $FOUR The World Cup is next year, a lot of restaurants, stadiums, and pubs are gonna be busy, and Four is gonna make a lot of money from most of these payments
12) $ROOT Is going to disrupt car insurance.
13) $BN and $VST some of the best energy players
14) $CPRT largest online car auctions
I’m sure we’re going to see many opportunities, and some of these companies are worth buying right now.
All the greats of investing (Buffett, Pabrai, Lynch, Thiel) agree that smaller companies are the way for retail to reach massive gains with a small portfolio. So why do you still invest in large companies?
The first wave of AI ( $NVDA, $PLTR, $AMD, $SNOW) is not where you make big money moving forward.
It's the second wave of AI where the money is made:
Here's 10 stocks to ride the second wave of AI 👇
15 NAMES UNDER $15B TRYING TO RIP APART THEIR INDUSTRIES
1. $TEM -- transforming diagnostics with AI
2. $OKLO-- compact nuclear energy
3. $ACHR -- replacing short-haul flights with eVTOLs
4. $ASTS -- replacing cell towers with satellite
5. $HIMS -- disrupting primary care & prescriptions
6. $ENVX -- making batteries that last longer & charge faster
7. $NVTS -- modernizing power semis for AI & EV
8. $IONQ -- pushing quantum to replace classical compute
9. $NBIS -- building an alternative to Big Cloud
10. $OSCR -- rebuilding insurance with full-stack tech
11. $EOSE -- storing clean energy w/o using lithium
12. $LMND -- automating consumer insurance
13. $GLBE -- streamlining cross-border e-commerce
14. $PRME -- creating off-the-shelf cancer treatments
15. $WGS -- advancing whole genome diagnostics
Sold $PLTR after a +400% gain
Rolled those gains into $HIMS and then that climbed +200% (but up +500% since our first buy at $11 last year)
Then trimmed $HIMS at $72 and rolled those profits into $OSCR between $13-$14.
This is compounded low risk gaining.
Some people are still stuck at stage one and at high risk.
$TSLA Ignore the noise. Watch these levels
🟢if we break $305.50 I expect to see $322
🔴if we break $291.50 I expect to see $277-$280
Patience will pay with this one. Follow the levels
ELON MUSK:
“MY PREDICTION IS THAT PROBABLY BY THE END OF NEXT YEAR WE’LL HAVE HUNDREDS OF THOUSANDS, IF NOT OVER A MILLION TESLAS DOING SELF-DRIVING IN THE U.S.
Over a million Robotaxis by the end of 2026 🤯
$TSLA
WOW… this is pretty amazing!
🚨 The “Big Beautiful Bill” includes a MAGA Baby Savings Account for Newborn Babies!
It aims to provide a financial head start for children by establishing investment accounts seeded with a one-time $1,000 federal contribution at birth.
Everything you need to know…
🔴 Key Features of MAGA Savings Accounts:
The federal government would deposit $1,000 into a tax-advantaged savings account for each eligible child. The funds are intended to grow through investments, potentially in U.S. equities, until the child reaches 18.
- Contributions: Parents, relatives, friends, or employers can contribute up to $5,000 annually per child using after-tax dollars. These contributions grow tax-deferred, but withdrawals are subject to capital gains tax.
🔴 Usage Restrictions:
- Funds cannot be accessed until the child turns 18.
- At 18, up to 50% of the funds can be withdrawn for specific purposes: higher education, training programs, small business loans, or first-time home purchases.
- At 25, the account holder can withdraw the full balance, but only for the same limited purposes.
🔴 Tax Benefits:
The accounts are described as "exempt from taxation" in some sources, implying tax-free growth on investments, though withdrawals may incur capital gains tax. The structure resembles a Roth IRA or 529 plan but with unique restrictions.
🔴 Eligibility
To qualify for a MAGA Savings Account, a child must meet the following requirements:
1. U.S. Citizenship: The child must be a U.S. citizen "at birth."
2. Social Security Number (SSN): The child must have an SSN, and at least one parent (or the taxpayer claiming the child as a dependent) must provide a work-eligible SSN. If the parent is married, their spouse may also need a work-eligible SSN.
3. Birth Date: The program applies to children born between January 1, 2025, and December 31, 2028, as part of a pilot program. Some sources mention an age cap, typically children under 8 years old at the program's start (January 1, 2026), though this varies across drafts.
4. Parental Option: Parents can accept or decline the account for their child.
https://t.co/5kW5FxshS5