2/5 Marvell $MRVL
My 5 year PT target: $700-$800
3/5 AAOI $AAOI
My 5 year PT target: $300-$350
4/5 Vistra $VST
My 5 year PT target: $420-$450
5/5 Lumentum $LITE
My 5 year PT target: $3000-$3500
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I don't give a f*ck about Jensens marital status, the demand bottleneck is still at EXCEPTIONAL levels
These 5 AI stocks will create GENERATIONAL wealth:
1/5 Nebius $NBIS
My 5 year PT target: $900-$1000
2/5 Marvell $MRVL
My 5 year PT target: $700-$800
3/5 AAOI $AAOI
My 5 year PT target: $300-$350
4/5 Vistra $VST
My 5 year PT target: $420-$450
5/5 Lumentum $LITE
My 5 year PT target: $3000-$3500
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I don't give a f*ck about Jensens marital status, the demand bottleneck is still at EXCEPTIONAL levels
These 5 AI stocks will create GENERATIONAL wealth:
1/5 Nebius $NBIS
My 5 year PT target: $900-$1000
Revenue growth is impressive. But consistent earnings growth is where long-term compounding occurs. Here are 7 quality stocks with a 10%+ EPS CAGR over the past 10 years! Which ones do you own? 👇🧵
1/7 - $ASML ASML 🔬
10Y EPS CAGR: +26.9%
Revenue growth is impressive. But consistent earnings growth is where long-term compounding occurs. Here are 7 quality stocks with a 10%+ EPS CAGR over the past 10 years! Which ones do you own? 👇🧵
1/7 - $ASML ASML 🔬
10Y EPS CAGR: +26.9%
2. Broadcom $AVGO
Now companies looking for cheaper alternatives are going to Broadcom and AMD.
🟢 +5.5% on the day
3. Nvidia $NVDA
Losing a leader like Jensen is also losing investors conviction in the long term results.
🔴 -4.3% on the day (-14% at open tho)
4. CoreWeave $CRWV
🔴 -6.9% on the day
5. Nebius $NBIS
🔴 -16.8% on the day
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2. Broadcom $AVGO
Now companies looking for cheaper alternatives are going to Broadcom and AMD.
🟢 +5.5% on the day
3. Nvidia $NVDA
Losing a leader like Jensen is also losing investors conviction in the long term results.
🔴 -4.3% on the day (-14% at open tho)
4. CoreWeave $CRWV
🔴 -6.9% on the day
5. Nebius $NBIS
🔴 -16.8% on the day
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If Tim Cook replaces Jensen Huang at $NVDA and Jensen Huang joins $SPCX, this will lead to the LARGEST market rebound in history.
Here are 5 stocks I'm buying to 10x my portfolio when it happens.
1) $NVDA
Jensen’s the guy who basically created the modern AI boom with the product vision and the CUDA ecosystem. Cook’s an elite operator, not a chip visionary. Trump’s pushing it hard right now and some Wall Street guys like the idea for stability, but NVIDIA’s board might want someone with deeper tech DNA. Colette Kress is already interim, and they’ll look at a bunch of people.