My July tips:
• $TSLA — Stay away
• $HOOD — Skip it
• $AMD — Pass
• $MSFT — Grab at $375–$382
• $META — Snag at $590–$600
• $NVDA — Buy at $192–$198
• $RKLB — Pick up at $78–$82
• $IONQ — Get at $40–$43
Trump says the Iran ceasefire is done. Oil's shooting up, Dow dropped 576 points. Nasdaq held steady though.
Energy stocks are finally waking up. Keeping an eye on $XOM for a swing trade.
Not going full crazy yet, but volatility is definitely back.
Retail might freak out, but
Don't go after the hottest memory chip stocks...
Check out these 5 picks with just as big gains:
$OUST ~ Ouster
$ZETA ~ Zeta Global
$PLTR ~ Palantir
$NOW ~ ServiceNow
$FCEL ~ FuelCell Energy
Save this— you'll be glad you did. Get in early for the win! 🚀
Zuckerberg’s talking about jumping into AI cloud services—huge long-term play 🚀 Meta’s using its massive user base and infrastructure to take on AWS, Azure, and GCP.
Key opportunity:
• Ad revenue funds AI push
• New cloud income stream
• $META dips from rotation
These 5 US stocks had the biggest jumps this week 🚀🚀🚀
$NBY +2066%
$PFSA +1530%
$BK +813%
$EFSH +600%
$GOCO +416%
Anyone lucky enough to jump in on these?
Stick with the big names and hold for the long haul. Day trading isn't for most people unless you've got someone guiding you or you cash out for good.
Top US stocks to watch next week:
$NVDA
$MU
$AMD
$AVGO
$META
$INTC
$TSLA
$MSFT
$AMZN
$NBIS
AI is still the main
Some stocks are way undervalued right now.
$ASTS should be $1000, it's at $75
$NBIS should be $500, trading at $220
$AAOI should be $450, at $123
$HIMS should be $100, at $36
$OSCR should be $50, at $31
$ONDS should be $20, at $7
These aren't guesses — they're actual
Happy new $NBIS all-time high to everyone! :)
When the stock crashes, I like it more.
When it pumps, I like to think about the risks.
So on a day like today, it's great to think "what could go wrong?"
For the last 2 years I never saw any risks that seriously scared me to be honest.
Over the last couple of months it became clear that there is one risk that we as investors should take serious.
Link to new Substack article in first comment.
The short version is this: I'm not worried about execution, dilution or delays.
I AM worried about potential consolidation. The ecosystem could become more centralized. There are 2 ways how this could happen:
1) The frontier lab, maybe even ONE, frontier lab just starts running away from the rest. This could for example happen if recursive learning "AI building the next AI model" becomes highly effective.
2) The second path how we could get there is regulatory capture. A clear strategy Anthropic is following.
Detailed article on Substack (link in bio / comments).