Alex Carterve

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[Alex Carterve @alexcarterve]

My November advice, 13th:

★ $TSM (Taiwan Semiconductor) — Don't buy
★ $RKLB (Rocket Lab) — Don't buy
★ $ASTS (AST SpaceMobile) — Don't buy
★ $MU (Micron) — Buy at $98–$106
★ $AEHR (Aehr Test Systems) — Buy at $72–$79
★ $CRWV (Credo Technology) — Buy at $14–$19
★ $AMD (Advanced Micro Devices) — Buy at $112–$120

People ask, why don't you charge?
I've made enough. Sharing is my passion — that's why I post for free.

If you find this recommendation helpful, please like, follow, and share! DM me "STOCK" to get more in-depth information about the stock.

[Alex Carterve @alexcarterve]

My wife and I both work for NVIDIA.
I'll only say this once.

My advice for November 29th is to cancel your plans and stay home.

My November advice:
$TSLA (Tesla) — Don't buy
$AAPL (Apple) — Don't buy
$CRWV (CoreWeave) — Don't buy
$NVDA (NVIDIA) — Buy at $158–$168
$AVGO (Broadcom) — Buy at $305–$325
$NBIS (Nebius Group) — Buy at $120–$132
$RKLB (Rocket Lab) — Buy at $52–$58

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[Alex Carterve @alexcarterve]

I have a net worth of over $1 million at age 35.

If I had to start all over, I would buy and hold these 10 stocks forever:

1. $NVDA - Nvidia: the chips at the center of AI, revenue up 106%, now led by interim CEO Colette Kress

2. $AVGO - Broadcom: custom AI chips, AI revenue up 221%

3. $AMZN - Amazon: AWS revenue up 39% with a $578B backlog

4. $GOOGL - Alphabet: Search, YouTube and Gemini, Google Cloud up 103%

5. $HOOD - Robinhood: from trading app to full financial platform, $396B in platform assets

6. $PLTR - Palantir: AI software for business and government, revenue up 96%

7. $SPCX - SpaceX: Starlink, Starship and AI, revenue up 161%

8. $TSM - TSMC: makes the most advanced chips for Nvidia and Apple

9. $SOFI - SoFi: a one-stop digital bank, members up 35% to 17.1M

10. $NBIS - Nebius: rents out AI computing power, revenue up 571%, with a Meta deal worth up to $27B

Growth figures are year over year from each company's latest quarter.

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[Alex Carterve @alexcarterve]

1) IREN ($IREN)
IREN runs AI data centers, and it has a $9.7B deal with Microsoft. Microsoft already signed off on the first site.

The stock still fell from $70 to around $20.
Great news is getting sold in this market, and that's exactly when I want to be buying.

2) Riot Platforms ($RIOT)

Most people still think of Riot as a Bitcoin miner, but its future is AI.

Last week it signed a 15-year, $28B lease handing Anthropic its entire 910MW Texas campus. That one contract is worth about 5x the whole company.

3) Camtek ($CAMT)

It just posted record revenue and expects sales to grow 35% next year. The stock is down 53%. Chipmakers are spending more than ever, and that money flows to toolmakers like this.

4) Onto Innovation ($ONTO)

Onto makes equipment that inspects chips as they're packaged together, which is how the newest AI chips get built.

It reported good numbers and is still down 44% from its high. These are the picks and shovels of the AI boom.

5) Galaxy Digital ($GLXY)

Galaxy is building a huge AI data center campus in Texas. About 800MW is leased to CoreWeave, and the first section came in on time and on budget.

Another 830MW is approved and waiting for a tenant. Power is AI's bottleneck, and Galaxy has it.

6) Celestica ($CLS)

Celestica builds the switches and hardware that connect AI servers.

I recommended it around $40 and it went past $300. Now it's at less than half its high, at about 16x forward earnings, and still growing like a weed. I think it runs again.

7) WhiteFiber ($WYFI)

The smallest name here, worth about $400M.

WhiteFiber rents out AI computing power from its own data centers. Revenue is up 52%, and its main site just hit full power. The stock is down almost 80%. This is the high-risk pick, so keep it small.

If you find this information helpful, please like, follow, and share.

[Alex Carterve @alexcarterve]

'm only going to say this TWICE.

$NVDA was $11 in the 2022 crash. Celestica was $8. Both went up 20x.

The current market CRASH is a generational time to BUY extremely undervalued stocks at discount.

Here are 7 stocks I believe can 10x+ why I believe this:

1) IREN ($IREN)

[Alex Carterve @alexcarterve]

1. $RKLB — Rocket Lab: The commercial space industry is entering a new growth cycle, and Rocket Lab is positioning itself to become a major player. Its rocket launches, satellite manufacturing business, and upcoming Neutron rocket give it multiple opportunities to benefit as demand for space infrastructure continues to grow.

2. $ASTS — AST SpaceMobile: Imagine being able to connect your regular smartphone directly to satellites without needing traditional cell towers. That's exactly what AST SpaceMobile is building. If its technology scales successfully, it could transform global telecommunications and unlock an enormous new market.

3. $IREN — IREN Limited: IREN is evolving from a Bitcoin mining company into a major AI infrastructure provider. By expanding its GPU data centers and AI cloud business, it's positioning itself to capture a share of the rapidly growing demand for AI computing power.

4. $MU — Micron Technology: AI chips need more than processing power. They also need increasingly advanced memory to handle massive workloads. Micron's HBM technology and next-generation DRAM put it in a strong position to benefit as AI servers become more powerful.

5. $STX — Seagate Technology: As AI generates more data, companies need increasingly large and reliable storage systems. Seagate's high-capacity hard drives and HAMR technology are designed to meet that demand, making it an important player in the expanding AI data-center storage market.

If this helps you, like + follow + share.

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[Alex Carterve @alexcarterve]

If I could go back to 2014, I'd buy Bitcoin

If I could go back to 2019, I'd buy NVIDIA

If I could go back to 2025, I'd buy SanDisk

And now it's 2026, I'd buy these 5 stocks

$RKLB

[Alex Carterve @alexcarterve]

1. $RKLB — Rocket Lab: The commercial space industry is entering a new growth cycle, and Rocket Lab is positioning itself to become a major player. Its rocket launches, satellite manufacturing business, and upcoming Neutron rocket give it multiple opportunities to benefit as demand for space infrastructure continues to grow.

2. $ASTS — AST SpaceMobile: Imagine being able to connect your regular smartphone directly to satellites without needing traditional cell towers. That's exactly what AST SpaceMobile is building. If its technology scales successfully, it could transform global telecommunications and unlock an enormous new market.

3. $IREN — IREN Limited: IREN is evolving from a Bitcoin mining company into a major AI infrastructure provider. By expanding its GPU data centers and AI cloud business, it's positioning itself to capture a share of the rapidly growing demand for AI computing power.

4. $MU — Micron Technology: AI chips need more than processing power. They also need increasingly advanced memory to handle massive workloads. Micron's HBM technology and next-generation DRAM put it in a strong position to benefit as AI servers become more powerful.

5. $STX — Seagate Technology: As AI generates more data, companies need increasingly large and reliable storage systems. Seagate's high-capacity hard drives and HAMR technology are designed to meet that demand, making it an important player in the expanding AI data-center storage market.

If this helps you, like + follow + share.

Next alert dropping soon!

If you are not following us with notifications turned on, you might miss our next alerts

[Alex Carterve @alexcarterve]

If I could go back to 2014, I'd buy Bitcoin

If I could go back to 2019, I'd buy NVIDIA

If I could go back to 2025, I'd buy SanDisk

And now it's 2026, I'd buy these 5 stocks

$RKLB

[Alex Carterve @alexcarterve]

Stocks you should be buying in 2026 to hit $1M:
$SPCX
$AVGO
$TSM
$PLTR
$ARM

If you find this information helpful, please like, follow, and share.

[Alex Carterve @alexcarterve]

Here is the English version:

I'm only going to say this TWICE.

Investments 10 years ago that are now worth $1M:

$NVDA: $7,800
$AMD: $12,800
$SHOP: $25,300

Stocks you should be buying in 2026 to hit $1M:

[Alex Carterve @alexcarterve]

Stocks you should be buying in 2026 to hit $1M:
$SPCX
$AVGO
$TSM
$PLTR
$ARM

If you find this information helpful, please like, follow, and share.

[Alex Carterve @alexcarterve]

Here is the English version:

I'm only going to say this TWICE.

Investments 10 years ago that are now worth $1M:

$NVDA: $7,800
$AMD: $12,800
$SHOP: $25,300

Stocks you should be buying in 2026 to hit $1M:

[David | US Stock Trader @DavidUSStock]

Today’s Top 7 High Conviction Buys :

$INTC (Intel) → Entry $62–$68
$MU (Micron Technology) → Entry $860–$875
$AMD (Advanced Micro Devices) → Entry $490–$505
$SPCX (SpaceX) → Entry $135–$142
$MRVL (Marvell Technology) → Entry $185–$195
$GOOG (Alphabet) → Entry $272–$280
$AMZN (Amazon) → Entry $232–$242

Bookmark this. Check back in 60 days.
If this helps you, like + follow + share.
All my buy and sell signals in Discord!
NFA

[Adrian Westbrook @AdrianUSstock]

1/ $AMZN | AMAZON
Down nearly 10% following earnings.
• Revenue +12% YoY
• AWS revenue +39% YoY
• Operating income $28.1B
The concern? Massive CapEx and negative trailing FCF.
I own $AMZN, and the AWS acceleration is exactly what I wanted to see.
But investors want to see returns on all that spending.
2/ $GOOGL | ALPHABET
A brutal post-earnings sell-off.
• Revenue +25% YoY
• Google Cloud +103% YoY
• Search +12% YoY
• Operating income +30% YoY
Investment losses weighed on reported EPS, while AI spending raised concerns about cash flow.
I’m still bullish on Google’s underlying business.
My buying zone remains below $300.

3/ $META | META PLATFORMS
Meta sold off after Q3 earnings.
• Revenue +26% YoY to $64.6B
• Advertising impressions +10%
• Average ad price +14%
• CapEx $34.9B
Operating income fell 37%, including a $9.9B legal charge.
The advertising engine is growing, but AI spending and legal costs are real risks.
As a shareholder, I’m watching whether AI continues improving ad monetization.

4/ $NOW | SERVICENOW
Shares plunged around 29% after earnings.
• Revenue +20.5% YoY
• AI deals above $5M in new annual contract value +135%
• Remaining performance obligations $29.7B
But EPS missed expectations, and investors are worried about slowing subscription backlog growth.
Strong AI demand doesn’t automatically protect a stock from disappointing expectations.

5/ $RDDT | REDDIT
Another stock caught in the post-earnings volatility.
Reddit has an interesting growth story:
• Rapidly expanding advertising business
• AI-powered advertising opportunities
• Valuable data licensing partnerships
• Growing monetization potential
But strong business growth doesn’t always justify a premium valuation.

6/ THE BIGGER PICTURE
There’s a common theme across these earnings.
Investors are becoming much more demanding.
Strong revenue growth isn’t enough anymore.
They want:
• Sustainable margins
• Strong free cash flow
• Returns on AI investments
• Guidance that supports valuations
And I think that’s healthy for the market.

7/ MY TAKE
I own $AMZN, $GOOGL and $META.
I’m not treating every sell-off as a buying opportunity.
But I’m also not selling great businesses just because the market dislikes one quarter.
My favorite setup from this group is still
$GOOGL below $300 and $AMZN below $210
Which stock would YOU buy after earnings?

[Adrian Westbrook @AdrianUSstock]

TECH STOCKS ARE GETTING DESTROYED AFTER EARNINGS!

Some companies are reporting incredible growth, yet their stocks are falling hard.

Here are 5 post-earnings sell-offs I’m watching.
1/ $AMZN | AMAZON

[Chris Pulver @ChrisPulver_]

Stop asking me what to buy.
I’ll just tell you.

My October 30 recommendations:
$AAPL (Apple) — Don’t buy
$META (Meta) — Don’t buy
$NFLX (Netflix) — Don’t buy
$NVDA (Nvidia) — Buy at $205–$215
$MU (Micron) — Buy at $885–$940
$AMD (AMD) — Buy at $505–$570
$AVGO (Broadcom) — Buy at $325–$350

The next month is going to be critical.
Those who see the direction clearly are already moving.

The next alert is coming soon.
Don’t want to miss it? Like + Follow, and turn on notifications.

NFA

[Chris Pulver @ChrisPulver_]

Before you rush to buy a stock that's down 15-20% after earnings, understand one important rule: The 3-Day Rule!

What is the 3-Day Rule, and why does it matter? Let me explain.

When a stock gaps down sharply after earnings or bad news, wait at least 3 trading days before considering buying.

Why? Large institutions managing millions of shares may need several sessions to reduce their positions. The initial gap down might be just the beginning of the selling pressure.

Day 1: An initial bounce could be driven by short covering and aggressive dip buyers rather than sustained institutional demand.

Days 2 and 3: Selling pressure may continue, and the stock could make new lows as investors reassess the news.

After Day 3: Look for signs that selling pressure is fading and price is beginning to stabilize.

Before buying, check:
- Selling volume is shrinking
- Price is holding above the recent low
- You understand why the stock dropped
- The fundamental thesis remains intact

Remember, three days don't guarantee a bottom. Some stocks need several weeks or even months to build a proper base before beginning another sustained uptrend.

If the business is fundamentally broken, the stock isn't necessarily on sale. It may simply be getting repriced.

The market doesn't reward you for catching the exact bottom. Let the selling pressure fade, let the stock build a base, and let the trend confirm itself.

Missing the bottom is far better than getting caught in a downtrend

[Scott Curry @StonkCurry]

Today’s Top 7 High Conviction Buys:

$INTC: Entry $60–$66
$MU: Entry $880–$890
$AMD: Entry $500–$508
$SPCX: Entry $130–$135
$MRVL: Entry $193–$200
$GOOG: Entry $270–$276
$AMZN: Entry $230–$238

Bookmark this post. Check back in two months.

If you aren't following yet, like and follow for more.

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