Ivan Hernandez

Mindset | Wisdom | Investing | Networking | Business

[19keys @19keys_]

Life doesn’t give you back yesterday

except in reflection of the lessons learned.

Make yesterday count.

[Antonio Linares @alc2022]

the immune system is central to human life

if it doesn't work you die

immune system rejuvenation, modulation and weaponisation will produce trillion dollar companies

together, $NAUT, $IBRX and $MINK are the platform

read, reboot, weaponise: combined market cap of $8B

[Ivan Hernandez @_IvanAlonzo]

@smartertrader Wait till META wakes up!

[Esther & Michael @SuperLuckeee]

Price targets for each of Jensen Huang's favorite stocks (1 year from now)

$NOW → $300
$CRWD → $950-$1000
$PLTR → $220
$MSFT → $600
$TSM → $550+
$HPE → $100
$IREN → $80
$CRWV → $240
$ARM → $500
$DELL → $600

The best strategy is to get 6-12 months of expiry on call options.

[Ivan Hernandez @_IvanAlonzo]

@thatsjvr @_masterinvestor @jvrXresources 💯🫡

[Ian Jakovan Dunlap @_masterinvestor]

Stay away from people with dark energy, no accountability, bad habits, and consistently unlucky.

[Mark Monroe @iammarkmonroe]

Character is who you are when nobody else is around.

[Ivan Hernandez @_IvanAlonzo]

@19keys_ Which album do you think it's the hardest?

[Ivan Hernandez @_IvanAlonzo]

@DeItaone @_masterinvestor

[Ivan Hernandez @_IvanAlonzo]

@_masterinvestor $MRVL

[Ivan Hernandez @_IvanAlonzo]

@_masterinvestor Playa del Carmen !!!

[Esther & Michael @SuperLuckeee]

🔥 EARNINGS THIS WEEK (most interested in)

🟢 Hims & Hers (HIMS)

EPS: ~$0.17-0.18
Revenue: ~$620-640M
Guidance focus: Subscriber growth + GLP-1 expansion margins

Catalysts:
-GLP-1 / weight loss demand accelerating platform growth
-High-margin subscription model scaling rapidly with AI personalization

🟢 AST SpaceMobile (ASTS)

EPS: ~(-$0.21-0.23)
Revenue: ~$37-39M
Guidance focus: Satellite deployment + carrier partnerships

Catalysts:
-AT&T / Verizon direct-to-cell rollout momentum accelerating globally
-FCC approvals + satellite launches proving commercial scalability

🟢 Monday (MNDY)

EPS: ~$0.85-0.90
Revenue: ~$285-295M
Guidance focus: Enterprise AI tools + large customer growth

Catalysts:
-AI workflow automation increasing enterprise adoption and retention
-Expanding multi-product ecosystem driving higher ARPU growth

🟢 Oklo (OKLO)

EPS: ~(-$0.09-0.11)
Revenue: Pre-revenue / early commercialization stage
Guidance focus: Nuclear deployment roadmap + energy partnerships

Catalysts:
-AI data center energy demand massively increasing nuclear interest
-Regulatory approvals and strategic partnerships driving long-term narrative

🟢 Nebius (NBIS)

EPS: ~(-$0.30-0.35)
Revenue: ~$50-60M
Guidance focus: AI infrastructure expansion + GPU cloud demand

Catalysts:
-AI hyperscaler demand driving accelerated infrastructure growth
-NVIDIA GPU exposure positioning company as AI cloud beneficiary

🟢 Cisco (CSCO)

EPS: ~$0.90-0.92
Revenue: ~$13.7-13.9B
Guidance focus: AI networking orders + enterprise spending trends

Catalysts:
-AI networking demand becoming major revenue growth driver
-Security + infrastructure recurring revenue improving margins

🟢 USA Rare Earth (USAR)

EPS: Early-stage / negative EPS expected
Revenue: Early commercialization stage
Guidance focus: Domestic rare earth supply chain expansion

Catalysts:
-US critical mineral independence becoming national priority
-Defense + AI hardware demand increasing rare earth importance

🟢 Ondas Holdings (ONDS)

EPS: ~(-$0.12-0.15)
Revenue: ~$5-7M
Guidance focus: Drone adoption + defense contracts

Catalysts:
-Military drone demand accelerating globally from geopolitical tensions
-FAA approvals expanding commercial drone deployment opportunities

🟢 Intuitive Machines (LUNR)

EPS: ~(-$0.08-0.10)
Revenue: ~$55-65M
Guidance focus: NASA contracts + lunar mission execution

Catalysts:
-NASA lunar commercialization trend creating massive long-term opportunity
-Moon infrastructure + space economy narrative gaining momentum

🟢 Applied Materials (AMAT)
EPS: ~$2.30-2.35
Revenue: ~$6.5-6.7B
Guidance focus: Semiconductor equipment demand + AI capex

Catalysts:
-AI chip demand fueling semiconductor equipment supercycle
-Advanced packaging + HBM memory expansion driving future growth

[Ivan Hernandez @_IvanAlonzo]

@HenryCejudo Van's knuckle game is SHARRRPPP !

[Ivan Hernandez @_IvanAlonzo]

@_masterinvestor I remember 5.5 yrs ago. You mentioned asteroid mining. How close are we with this next space frontier heating off?

[ProblemSniper @ProblemSniper]

Bookmark this. 👇🏼

[Ivan Hernandez @_IvanAlonzo]

@_masterinvestor @RaqiThunda Money is tight and everybody on peptides

[Ivan Hernandez @_IvanAlonzo]

@Wallstreet504 🫡

[Ivan Hernandez @_IvanAlonzo]

@_cesarzavala Yikes 😬

[DJ Vlad @djvlad]

“Your enemies will stay the same, friends always change.”

- 50 Cent

[Ivan Hernandez @_IvanAlonzo]

@_masterinvestor You were pounding the table 2 yrs ago #respects 🫡