Here are 5 stocks that can 10x when the IPO happens:
1. $NBIS
2. $ORCL
3. $AVGO
4. $RDDT
5. $CIFR
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As a reference, I've called:
- $NBIS at $20 -> flew +1399%
- $RKLB at $16 -> flew +844%
- $AMD at $100-> flew +505%
- $ASTS at $20 -> flew +569%
- $PLTR at $40 -> flew +419%
Many will regret not following me for more.
1. Palantir Technologies ( $PLTR ): 65.0% of the portfolio
2. NVIDIA ( $NVDA ): 13.5% of the portfolio
3. Pfizer ( $PFE ): 11.1% of the portfolio
4. Halliburton ( $HAL ): 4.5% of the portfolio
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If you are under 45, I’m only going to say this ONCE.
Michael Burry concentrated roughly 79% of his last public portfolio into just two positions.
His allocation at the time was as follows:
1. $PLTR - 65.0% of the portfolio
1. $NVDA : The undisputed king of AI hardware Every frontier model is trained and run on its GPUs No alternative comes close.
2. $AVGO : Custom ASICs for hyperscalers and networking chips that bind massive GPU clusters together The indispensable picks and shovels play.
3. $MRVL : Custom AI silicon and high speed optical interconnects Every new hyperscale cluster needs both to prevent data bottlenecks.
4. $TSM : The foundry monopoly Almost every advanced AI chip designed today is manufactured in their fabrication plants.
5. $MU : High Bandwidth Memory (HBM) is completely sold out Without advanced memory chips, AI accelerators are useless bricks.
6. $VRT : Every AI data center demands massive power distribution and advanced liquid cooling Vertiv sells the life support systems.
7. $PLTR : AI agents and ontology layers turning raw LLMs into operational weapons for enterprise and defense Software is where the buildout gets monetized.
8. $GOOGL : Full stack AI dominance from proprietary TPU infrastructure and DeepMind research to cloud scale and consumer apps Massive upside disguised as regulatory fear.
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If you're under 49, I'll say this only ONCE.
CEO $NVDA Jensen Huang says normal people will be millionaires buying AI bottleneck stocks EARLY.
Here's 8 stocks that can still 10x:
1. $MRVL
This could be the biggest dip buying opportunity of the decade.
These stocks are trading at massive discounts.
1. $AAOI | $165 target, $48 now
2. $CRWV | $278 target, $49 now
3. $CRDO | $315 target, $130 now
4. $OUST | $60 target, $38 now
5. $PENG | $100 target, $45 now
6. $SPCX | $800 target, $143 now
7. $INTC | $160 target, $58 now
8. $ONDS | $25 target, $6 now
9. $PL | $50 target, $14 now
10. $RKLB | $150 target, $63 now
11. $ASTS | $108 target, $34 now
12. $SKHY | $400 target, $130 now
13. $BE | $380 target, $185 now
14. $U | $72 target, $50 now
15. $APP | $610 target, $396 now
A decade from now, investors may wish they had bought these stocks at today's prices.
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1. Apple ($AAPL) 12.76% of the portfolio
2. Amazon ($AMZN) 12.32% of the portfolio
3. Visa ($V) 11.91% of the portfolio
4. Microsoft ($MSFT) 11.15% of the portfolio
5. Nvidia ($NVDA) 10.06% of the portfolio
6. Alphabet Class A ($GOOGL) 10.05% of the portfolio
7. Broadcom ($AVGO) 9.13% of the portfolio
8. Salesforce ($CRM) 8.03% of the portfolio
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OMG SHE JUST DID IT AGAIN
Nancy Pelosi has 85% of her portfolio in just seven stocks.
This is how the House Democrat is invested right now:
1. Apple ($AAPL) 12.76% of the portfolio
As a reference, I've called:
- $NBIS at $20 -> flew +1399%
- $RKLB at $16 -> flew +844%
- $AMD at $100-> flew +505%
- $ASTS at $20 -> flew +569%
- $PLTR at $40 -> flew +419%
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Many will regret not following me for more.
If you're under 45,I'm only going to say this TWICE.
I don't give a FUCK if you have $1000, $10,000 or even $100,000 in your portfolio,Nuclear stocks are going to make people generational WEALTH this year.
Here are 5 stocks I believe can 10x:
1. $OKLO
I'll only say it once. This might be the fastest way to accumulate $1 million by the end of 2026:
My November advice 10th:
$AAPL (Apple) — Don't buy
$TSLA (Tesla) — Don't buy
$CRWV (CoreWeave) — Don't buy
$NVDA (Nvidia) — Buy at $170–$175
$TSM (TSMC) — Buy at $361–$370
$MU (Micron Technology) — Buy at $670–$678
$SNDK (SanDisk) — Buy at $815–$822
$AMD (Advanced Micro Devices) — Buy at $438–$445
People ask, Why don’t you charge?
I’ve made enough. Sharing is my passion, that’s why I post for free.
NFA
1. $SPCX — SpaceX 94.78% of the portfolio
2. $CME — CME Group 1.03% of the portfolio
3. $PL — Planet Labs 0.65% of the portfolio
4. $ARM — Arm Holdings 0.64% of the portfolio
5. $QCOM — Qualcomm 0.62% (brand new position)
6. $ASTS — AST SpaceMobile 0.60% of the portfolio
Bookmark this.
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I'm only going to say this TWICE
Alphabet just filed its latest 13F
They ADDED more shares last quarter while the price was falling
And they quietly opened a brand new ~$548M position in one AI chip name most people are still ignoring.
Here are the 5 stocks that actually matter from the filing:
1. $SPCX (SpaceX) 94.78% of the portfolio
2. Forward P/E < 15x
3. EPS Growth > 15%
4. PEG Ratio < 2
5. Debt/Equity < 35%
6. Market Cap > $5B
Short, simple, & has proven success for decades
Learning how to use them wisely is what really matters
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1/6 Nvidia $NVDA - 0.3x PEG
2/6 Alphabet $GOOGL - 0.2x PEG
3/6 Amazon $AMZN - 0.3x PEG
4/6 Broadcom $AVGO - 0.6x PEG
5/6 JPMorgan $JPM - 0.7x PEG
6/6 Eli Lilly $LLY - 0.7x PEG
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I'm only going to say this ONCE.
Peter Lynch says a PEG ratio below 1 is undervalued.
Here are 6 of the biggest companies in the world trading below it 👇🏻
1/6 $NVDA - 0.3x PEG
2. ServiceNow ($NOW): -54%
3. Netflix ($NFLX): -50%
4. Best Buy ($BBY): -27%
5. Autodesk ($ADSK): -21%
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Peter Lynch wrote: "Everyone has the brainpower to make money in stocks. Not everyone has the stomach.
Here are 5 stocks the market is fearful of right now:
1. Uber ($UBER): -30%