$GOOG is up +55.1% YTD and at 27.0x ‘25 P/E (consensus estimate). $AMZN is only +0.5% YTD yet is STILL trading at a premium, at 31.5x ‘26 P/E (cons), despite slower growth. If there’s ever been a year where people had to learn a hard growth/valuation lesson, it’s this year.
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Palantir Technologies’ new fellowship program, which hires high school graduates instead of college students, offering them a $60,000 salary and a four week “Western civilization” seminar before joining the company. $PLTR
These were my top stocks for 2024. Their performance so far: 1. $SOFI: +238% 2. $HIMS: +342% 3. $PLTR: +988% 4. $ENPH: -75% 5. $RKLB: +743% 6. $TSLA: +228% 7. $PYPL: +4% Average Return: +352%
$IREN is one of the most obvious buys here as it is setting up for a euphoric squeeze… Institutions such as JP Morgan & Wells Fargo are increasing their positions in $IREN by thousands of percents. $100+ is the next upside target for $IREN. Don’t miss this opportunity…