$ISRG | Intuitive Surgical
Monthly
Is this a fire sale? Feel like this is a no-brainer when looking 5+ years out, especially with AI Health developments
- I really like this lower EMA cloud if it gets there, right alongside a solid accumulation zone, tgt ~$370
@Ross__Hendricks Yeah so that is what’s really interesting because I agree that it’s fantasy but it is theoretically the end goal, because where else would such high monetization come from?
@Ross__Hendricks … Is the bear case for AI and market crashing scenario because humans keep employment, or the opposite where AI knocks out humans for cost saving technology but in which case we see economic deterioration from employment
@Ross__Hendricks Also kind of curious about the end customer of this whole circle of spending. I don’t see it exactly being the consumer (that wouldn’t satisfy revenue goals), and corporations would spend but likely at the cost of human workforce… Which goes back to the Citrini Piece
$DECK | Decker Outdoors
Monthly Chart
- Can't help but notice a solid inverse head and shoulders here
- Looks pretty attractive from a chart standpoint
8. Tempus AI $TEM [Weekly]
- Lost a good amount of attention
- Promising product that is already growing: Est >$2.5B in 2029
- Genomics to likely see large demand increase as AI improves in the next decade
- Something to keep eye on for LT
#NotFinancialAdvice
7. NuScale Power $SMR [Weekly]
- AI / Power play
- Strong value compared to $OKLO | Same cash holdings + similar Corp. positioning, but NuScale trades at less than half
- Got too overhyped, but its died down, time for an entry
- Solid volume to back the thesis