Tyler Morgan

U.S. finance creator sharing daily insights on markets, investing, and wealth-building. Learn → Grow → Gain.

[Tyler Morgan @TylerMorganPro]

Wild that the $RKLB shares I was scooping up not even two years ago are already up ~20x

[Tyler Morgan @TylerMorganPro]

SANTA RALLY CONTINUING FOR GROWTH INVESTORS

• $FJET +126%
• $QBTS +19%
• $RGTI +16%
• $IONQ +14%
• $ASTS +13%
• $LAES +13%
• $RKLB +10%
• $RDW +9%
• $KTOS +8%
• $PRCT +8%
• $PL +7%
• $JOBY +7%
• $IREN +6%
• $CIFR +6%
• $ALAB +6%
• $CLPT +6%
• $NBIS +5%

[Tyler Morgan @TylerMorganPro]

$GOOGL is acquiring Intersect Power for $4.8B.

Owning “power-first” campuses lets Google guarantee uptime, pricing & expansion timelines for customers training & running frontier models.

This gives Google a way to add AI capacity without waiting years on grid upgrades.

[Tyler Morgan @TylerMorganPro]

$RKLB LAUNCH CADENCE TELLS THE WHOLE STORY

2019:6
2020:7
2021:6
2022:9
2023:10
2024:16
2025YTD: 21

Electron answered the question of can they launch.

Neutron monetizes scale and answers the question of how big this gets in 2026.

[Tyler Morgan @TylerMorganPro]

$BABA is reportedly considering a 40–50K MI308 order from $AMD, while $NVDA plans to resume H200 shipments to China in February.

China AI demand may be reopening faster than expected.

[Tyler Morgan @TylerMorganPro]

$AMZN ad business now generates ~$177M per day.

It’s the only platform that monetizes users when they’re already buying.

[Tyler Morgan @TylerMorganPro]

Polymarket has $NFLX as the clear favorite to acquire $WBD.

If the deal happens, Netflix picks up a massive IP library it knows how to rebuild and monetize at global scale across new formats.

It would cement Netflix as the king of the screen.

[Tyler Morgan @TylerMorganPro]

Reminder that China is a ~$20B annual business for $NVDA

[Tyler Morgan @TylerMorganPro]

$NVDA told Chinese customers it plans to begin shipping H200 AI chips to China before mid-February using existing inventory.

Initial deliveries are expected to total roughly 40K to 80K chips.

[Tyler Morgan @TylerMorganPro]

$NVDA told Chinese customers it plans to begin shipping H200 AI chips to China before mid-February using existing inventory.

Initial deliveries are expected to total roughly 40K to 80K chips.

[Tyler Morgan @TylerMorganPro]

$MELI IS TRADING AT ITS LOWEST MULTIPLE IN A DECADE

[Tyler Morgan @TylerMorganPro]

THE TOP GROWTH PERFORMERS OF 2025

1. $PL +375%
2. $IREN +307%
3. $OPEN +298%
4. $OKLO +292%
5. $ONDS +260%
6. $ASTS +259%
7. $CIFR +249%
8. $MP +246%
9. $JMIA +238%
10. $HOOD +226%
11. $NBIS +223%
12. $QBTS +219%
13. $MU +216%
14. $RKLB +177%
15. $EOSE +169%

[Tyler Morgan @TylerMorganPro]

$RKLB is now a +1000% return in the growth portfolio

[Tyler Morgan @TylerMorganPro]

$RKLB won a major Tranche 3 Tracking Layer contract securing ~$800M to build 18 satellites under a firm fixed-price award.

The win places Rocket Lab alongside the largest defense-space primes on one of the Pentagon’s most important programs.

[Tyler Morgan @TylerMorganPro]

$GOOGL quietly has one of the strongest venture portfolios in public markets:

• Owns ~80% of Waymo
• Owns ~14% of Anthropic
• Owns ~10% of $PL
• Owns ~7% of SpaceX
• Owns ~3% of $ASTS

[Tyler Morgan @TylerMorganPro]

Imagine holding $NKE as a value position for 5 years while the market repriced the biggest AI supercycle of our lifetime because you were waiting for AI to show traditional fundamental metrics.

[Tyler Morgan @TylerMorganPro]

$GOOGL & $PANW expanded their partnership in what one source called Google Cloud’s largest security deal ever.

Palo Alto will commit nearly $10B in cloud spend with Google over multiple years tightly anchoring its platform to GCP.

[Tyler Morgan @TylerMorganPro]

Want to see if memory has pricing power in the AI stack?

Look at $MU margins.

[Tyler Morgan @TylerMorganPro]

$GOOGL YouTube accounted for 13% of all TV viewing across streaming platforms in November

[Tyler Morgan @TylerMorganPro]

$NVDA launched the RTX PRO 5000 Blackwell GPU for desktop AI.

It’s built for agentic and generative AI workloads, enabling local training & inference of large models while cutting render times by up to 4.7x & more than doubling performance in engineering graphics.

[Tyler Morgan @TylerMorganPro]

$SOFI announced the launch of SoFiUSD which is a fully reserved U.S. dollar stablecoin issued by SoFi Bank.

The product positions SoFi as a stablecoin infrastructure provider for banks, fintechs & enterprise platforms.