Randy

A senior economic researcher focusing on industry trends. His analysis articles have been published in many economic journals

[Randy @VolTilliFall35]

I think most stocks will soar through all-time highs this fall….

$SOFI would gain 110%
$HOOD would gain 125%
$META would gain 39%
$AMZN would gain 24%
$NVDA would gain 20%

While $VOO would gain 7%

What sounds more appealing?

[Randy @VolTilliFall35]

These are the stocks I’d be looking to buy if the market does fall tomorrow: 👇

1. $TSLA
2. $SOFI
3. $NVDA
4. $PLTR
5. $META
6. $HOOD
7. $AMZN
8. $RKLB
9. $IREN
10. $BMNR
11. $LMND
12. $GOOGL
13. $AMD
14. $BRKB
15. $NBIS

Buy resilient businesses and those that are expanding operations and are increasing in profitability.

VOLATILITY BREEDS OPPORTUNITY.

[Randy @VolTilliFall35]

Space stocks are waking up in a major way...

Last Week's Performance:

$FLY +39%
$LUNR +37%
$SIDU +36%
$BKSY +32%
$SPIR +29%
$YSS +29%
$RDW +19%
$ASTS +18%
$PL +16%
$VSAT +15%
$SATL +14%
$SATS +12%
$RKLB +11%

Go through these names. Most look like they're setting up to run much higher.

The above is my personal opinion. No investment advice is offered. However, we can communicate and make friends. Stocks are just my personal interest https://t.co/y3u3ageH47

[Randy @VolTilliFall35]

Here’s where I’m seeing 5x+ potential in the next 5-10 years:
$NBIS: Nebius Group
$IREN: IREN Limited
$HIMS: Hims & Hers
$SOFI: SoFi Technologies
$ONDS: Ondas Holdings
$AMD: Advanced Money Developer
$KRKNF / $PNG.V: Kraken Robotics
$ASTS: AST Spacemobile (Spacemob)
$CIFR: Cipher Mining
$RKLB: Rocket Lab

The above is my personal opinion.
No investment advice is offered.

However, we can communicate and make friends. Stocks are just my personal interest
https://t.co/y3u3ageH47

[Randy @VolTilliFall35]

7 companies that had insider buys this week:

1. Palo Alto Networks $PANW (CEO, $10M)

2. PagSeguro $PAGS (Director, $5M)

3. Grocery Outlet $GO (Director, $882K)

4. Taiwan Semiconductor $TSM (VP & Director, $597K combined)

5. Rubrik $RBRK (Director, $502K)

6. CME Group $CME (Director, $419K)

7. GitLab $GTLB (CEO, $123K)

[Randy @VolTilliFall35]

5 stocks that seem “cheap” that I wouldn’t touch with a 100 foot pole

$ADBE Adobe will be on existent in less than 10 years

$NKE Dying consumer company with competition eating them alive from every angle (the only way they run around IMO is to make some acquisitions)

$BYND processed vegan garbage - dying trend, peaked in Covid era $HUBS Hubspot - Terrible CRM that’ll be used less and less as AI takes over software

$CAKE Cheesecake Factory - after visiting a Cheesecake Factory for the first time in 5 years this past weekend i can confidently say this will die over the next 5-10 years. Terrible food with outrageous prices. 2008 recession vibes. Especially with the jobs market getting hit - nobody is going to be wasting money at establishments like this.

[Randy @VolTilliFall35]

SPACEX HAS OFFICIALLY FILED FOR AN IPO.

SpaceX Revenue — $15B, targeting a $1.75T valuation

$META Revenue — $200B, currently at a $1.45T valuation

Are you buying the SpaceX IPO?

[Randy @VolTilliFall35]

HERE ARE THE TOP 15 PERFORMERS OF 2026

1. $AAOI +182%
2. $SNDK +159%
3. $VG +157%
4. $LITE +91%
5. $DOCN +69%
6. $AEHR +61%
7. $WDC +60%
8. $PL +57%
9. $BE +53%
10. $TWST +40%
11. $NTLA +38%
12. $YOU +35%
13. $COHR +32%
14. $ARM +32%
15. $AMAT +31%

[Bob @lifeofthebob]

Are we sure this isn’t a crazy buying opportunity for $NKE?

Let’s be real, Nike isn’t going anywhere.

[Randy @VolTilliFall35]

Those patient will be greatly rewarded with generational dip buying opportunities on these stocks:

$AMD at $170
$NVDA at $150
$META at $480
$TSLA at $320
$AMZN at $180
$MU at $250
$SOFI at $12
$PLTR at $100

These 8 names will be the first to bottom, & yield the highest returns.

A dip-buy this obvious won’t happen again anytime soon.

Don’t miss it…

[Randy @VolTilliFall35]

🚨 PREPARE FOR A -20% DROP IN THE S&P 500

The stock market CRASH is coming.

The Iran War is a bigger crisis to the markets than Covid-19.

I am not a buyer of $IREN till $20.
I am not a buyer of $ONDS till $3.
I am not a buyer of $RKLB till $40.
I am not a buyer of $ASTS till $50.
I am not a buyer of $ASST till $1.

I will announce once I’m bullish.

Many will regret not following me sooner.

[Randy @VolTilliFall35]

I’m holding

$ETH to $9000
$HIMS to $137
$ASTS to $150
$OSCR to $40
$UNH to $600
$NVO to $200
$ZETA to $45
$JD to $108
$BIDU to $355
$BABA to $330

Everything here has at least +100% upside in their current cycle Which is why I’m happy to hold their position through 2026 until targets are met I don’t make the rules Their targets are a product of their fundamentals and technicals

[Randy @VolTilliFall35]

Save your cash for these respective levels:

$GOOGL at $250
$NVDA $140
$AMD at $165
$IREN at $33
$NBIS <$100
$KRKNF >$5
$ONDS $8.50 & $7.50
$ZETA & $OSCR now.

Bookmark it 🔖

[NoLimit @NoLimitGains]

🚨 UPDATE: The insiders haven’t stopped.

Another week of data is in.

55 trades, zero buys, $2.3 billion worth.

Not one person at the top is buying.

[Randy @VolTilliFall35]

#AAPL #Apple #USStocks #TechGiant #AIEcosystem 📊 Full Data Review of Recent Trend, Market Cap and 2026 Performance
As of the latest closing, Apple's stock has pulled back slightly in the past two trading days, affected by the volatility of US tech stocks, iPhone supply chain rhythm and AI layout progress, with clear core data:
✅ Recent 2-Day Trend: Closed up 0.10% at $252.89 on March 26, pulled back and fell 1.62% to $248.80 on March 27, with market cap firmly standing at $3.65 trillion and a single-day trading volume of $12.02 billion, maintaining trading activity in line with the overall level of global tech giants, obviously disturbed by the sentiment of the consumer electronics and AI tracks[1][5].
✅ 2026 YTD Performance: Started the year at $271.86, down $23.06 or 8.48% as of March 27. Affected by fluctuations in consumer electronics demand, the pace of AI function landing and industry competition, it underperforms the leading阵营 of US tech stocks in the short term, but shows prominent growth resilience in the long term relying on the ecological closed-loop advantage[2][5].
✅ Key Strategic Moves: Focus on hardware innovation and AI ecosystem layout, the demand for iPhone 17 series exceeds expectations, with the 2026 fiscal year shipment expected to reach 236 million units, a year-on-year increase of 2%; prudently advance the AI strategy, plan to integrate Google Gemini technology to launch a number of AI functions, while retaining $130 billion in cash reserves for AI-related investments; the Q1 2026 service business revenue is expected to be $29.9 billion, a year-on-year increase of 13.5%, with a gross profit margin of more than 70%[3][4].
✅ Global Backdrop: The global consumer electronics industry is gradually recovering, the demand for high-end smartphones is resilient, the penetration of AI edge applications is accelerating, coupled with rising Fed rate cut expectations, providing long-term support for the stock price and market cap; short-term disturbed by factors such as rising memory costs, supply chain fluctuations and adjustment of tech stock sector sentiment[4][5].
📈 Future Trends: In the short term, focus on the shipment volume of iPhone 17 series and the fulfillment of Q1 service business revenue; in the long run, watch the progress of AI function landing, the expansion of service ecosystem and high-end hardware innovation. Institutions such as JPMorgan Chase and CICC maintain optimistic ratings with a highest target price of $325. With the advancement of the product cycle and the landing of AI strategy, the market cap is expected to have room for recovery and upside[4][7].

[Randy @VolTilliFall35]

Generational wealth in the stock market is made buying the panic…

Top 10 Names and levels I’m watching on a pullback:
1. $AMD: $150
2. $MU: $260
3. $ASTS: $50
4. $ONDS: $7
5. $IREN: $25
6. $NBIS: $60
7. $TSLA: $250
8. $RKLB: $70
9. $NVDA: $120
10. $META: $375

You must be ready to buy the dip.

[Randy @VolTilliFall35]

I came across a peculiar portfolio today, allocations are:

$MELI → 24%
$AMZN → 17%
$MSCI → 14%
$BRKB → 12%
$NOW → 11%
$SPGI → 9%
$MA → 9%
$DLO → 4%

What do you guys think?

[Randy @VolTilliFall35]

$SOFI just added 12% to its EPS this year.

🟢 + ~$100m Net Revenue
🟢 18% -> 20% Net Income Margin
🟢 EPS 60c -> ~67c

Based on the terms of this deal, assuming even inputs each quarter, and the 5.1% take rate (indicated from the annualized $15b originations / $774.6m "million of high-margin, high-return revenue"), we are looking at around $100m of additional net income beyond guidance.

SoFi tends to guide VERY conservatively. It's exceedingly unlikely that any of this was baked into guidance (and we know they'll beat guidance regardless).

[Randy @VolTilliFall35]

People often ask how I’m up 90% YTD.

For example:
I loaded $ASTS on margin at $83–85 and sold yesterday at $94–96.

I loaded $RKLB on margin at $65–67 and sold yesterday at $73–75.

Today everything is down again, I’ll let it drop further, then buy and sell again.

This market is so simple and predictable.

– RM

[Randy @VolTilliFall35]

$BTC will return to its ATH
$ETH will return to its ATH
$SPY will return to its ATH
$AMZN will return to its ATH
$GOOG will return to its ATH
$NVDA will return to its ATH
$MSFT will return to its ATH
$META will return to its ATH
$TSLA will return to its ATH
$UNH will return to its ATH