Daniels Alpha

Active in the stock market since 2014 | Investor and trader | Not investment advice; please do your own research.

[Daniels Alpha @amylomeli96]

$SPCX is the perfect choice.
A genuine "100x growth" opportunity lies within its supply chain, which is currently undervalued.

I have begun building positions in the following 12 stocks, aiming to capture the most profitable segments of the SpaceX ecosystem over the next 5 to 8 years:

1. $RKLB — The king of small-payload launches, handling missions that the Falcon rocket cannot transport efficiently.

2. $ASTS — Satellite-to-mobile technology; Starlink’s fiercest competitor and, simultaneously, its perfect complement.

3. $LUNR — A direct beneficiary of lunar infrastructure development.

4. $BKSY — The "AI eye" in space, providing data support for the orbital intelligence layer.

5. $IONQ — The quantum computing layer providing the processing power for next-generation orbital AI.

6. $AEVA — Visual perception technology enabling precision landings for Starship and booster recovery.

7. $KTOS — A key player in "Starshield" national security contracts.

8. $POET — Optical chips capable of drastically reducing energy consumption in AI clusters.

9. $OUST — Sensor fusion solutions enabling automated reusability technology.

10. $MTSI — RF semiconductors powering Starlink’s phased-array antennas.

11. $BWXT — Nuclear propulsion and deep-space energy technologies.

12. $ARQQ — Quantum encryption technology securing the Starshield network.

My strategy is simple:
Add positions during market panic, never chase highs, and hold only the best "shovel sellers" (i.e., providers of infrastructure and critical technologies).

I believe current price levels are highly attractive; those who miss this opportunity will surely regret it later.

[Daniels Alpha @amylomeli96]

Hot stocks right now
This isn't just guesswork—it's based on trends, earnings momentum, and market leadership.

• 🚀 $AMD — 628 → 895
• 🚀 $AAPL — 335 → 586
• 🚀 $NVDA — 224 → 465
• 🚀 $TSLA — 377 → 760
• 🚀 $META — 777 → 931
• 🚀 $MSFT — 497 → 880
• 🚀 $AMZN — 248 → 480
• 🚀 $GOOGL — 342 → 580
• 🚀 $AVGO — 350 → 650

By the way, following me is free...

💡 Don't miss out. Save this list and turn on notifications so you don't miss the next alert.

[Daniels Alpha @amylomeli96]

$HIMS It would be fantastic to see data regarding AI features and weight-loss community engagement in the fourth quarter. I would be very excited if patients could form a habit of using these features multiple times a week.

I am certain you will find a correlation between overall improvements in weight or health and the amount of time spent engaging with the platform and the community.

Those who consistently log their progress, ask questions, and find accountability partners within the community tend to achieve great results, whereas those who fail to do so are likely to drop out.

[Daniels Alpha @amylomeli96]

A 50-basis-point rate hike won't kill the economy or the stock market...

Keep buying NVIDIA $NVDA

Keep buying Micron $MU

Keep buying SanDisk $SNDK

Keep buying Meta $META

Keep buying $VOO

Keep buying $QQQM

Keep buying $IBIT

Keep buying AMD $AMD

Keep buying TSMC $TSM

Keep buying Broadcom $AVGO

Keep buying Microsoft $MSFT

Keep buying Google $GOOGL

[Daniels Alpha @amylomeli96]

Donald Trump is at it again.

He keeps recommending stocks that can help you get rich.

Here is how his past recommendations have performed so far:
$INTC Recommended at $15 → Gain: +726.67%
$DELL Recommended at $72 → Gain: +644.44%
$MU Recommended at $83 → Gain: +1,175.90%

Now, he recommends keeping an eye on these stocks:
$IREN Price: $46.25
$OUST Price: $39.38
$ONDS Price: $7.32

"I'll tell you how to make money—get into magnets."

If you haven't followed us and turned on notifications yet, you might miss our next round of investment tips.

[Daniels Alpha @amylomeli96]

If you slept on the last batch, don’t act surprised this time.

$NUAI at $1.85 and it's up 411%
$BWET at $436.95, teleported to $872
$AMD at $96.65 and it flew 537%
$ASTS at $28.61 and it launched 368%
$CYPH at $2.51 and it flew 59% 🫡
$ZCSH at $67.17 and it ran 85% 📷
$MSTR at $87, lightning speed to $168
$AXTI at $19.40 and it went 637%
$ASST at $19.73, teleported to $32

Then don't miss these today

$MU
$COST
$INTC
$NBIS
$ASTS
$RKLB
$GME
$NVDA

/

$AMD

Next alert dropping soon. Turn on notifications. Don’t miss it again. Like + follow + turn on notifications. (Not financial advice — DYOR)

[Daniels Alpha @amylomeli96]

Here are my stock picks for September 24. Will you seize this entry opportunity?

$SNDK (SanDisk) – Do not buy
$LITE (Lumentum) – Do not buy
$META (Meta Platforms) – Do not buy
$TSLA (Tesla) – Buy in the $372–$378 range
$NVDA (Nvidia) – Buy in the $216–$222 range
$SPCX (SpaceX) – Buy in the $142–$146 range
$MU (Micron Technology) – Buy in the $1,056–$1,065 range
$LUNR (Intuitive Machines) – Strong buy recommendation
$IREN – Strong buy recommendation

If you haven't followed us and enabled notifications yet, you might miss our future alerts.

[Daniels Alpha @amylomeli96]

🚨 Stocks Jensen Huang is currently bullish on

Stocks he previously favored include:
$NBIS (Nebius) — Price: $18
$INTC (Intel) — Price: $40
$MU (Micron) — Price: $56

Stocks he currently favors include:
$OKLO (Oklo) — Price: $39
$BE (Bloom Energy) — Price: $277
$UUUU (Energy Fuels) — Price: $11.68

"Nuclear energy is an excellent energy source."
💡 Don't miss out. Save this list, follow, and turn on notifications to get timely alerts for the next update.

[Daniels Alpha @amylomeli96]

1. $UBER | Uber
• Down approximately 31% from its all-time high (ATH) 🔴

2. $APP | Applovin
• Down approximately 57% from its all-time high (ATH) 🔴

3. $VST | Vistra
• Down approximately 34% from its all-time high (ATH) 🔴

4. $ORCL | Oracle
• Down approximately 55% from its all-time high (ATH) 🔴

5. $CRWV | CoreWeave
• Down approximately 53% from its all-time high (ATH) 🔴

6. $AXP | American Express
• Down approximately 21% from its all-time high (ATH) 🔴

7. $SOFI | SoFi
• Down approximately 49% from its all-time high (ATH) 🔴

8. $BWXT | BWX Technologies
• Down approximately 40% from its all-time high (ATH) 🔴

9. $COST | Costco
• Down approximately 17% from its all-time high (ATH) 🔴

10. $FICO | Fair Isaac
• Down approximately 63% from its all-time high (ATH) 🔴

[Daniels Alpha @amylomeli96]

"Wise investors are realists: they sell to optimists and buy from pessimists." — Benjamin Graham

The market is generally bearish on these 10 stocks, but I believe they are misunderstood...

[Daniels Alpha @amylomeli96]

For reference, here are some of the stocks I previously identified and recommended:

- $NBIS (priced at $20 at the time) -> Surged +1,399%
- $RKLB (priced at $16 at the time) -> Surged +844%
- $BE (priced at $20 at the time) -> Surged +1,077.27%
- $ASTS (priced at $20 at the time) -> Surged +569%
- $PLTR (priced at $40 at the time) -> Surged +419%

I have consistently outperformed the broader market, capturing the kind of trading opportunities that generate generational wealth—opportunities you certainly don't want to miss.

Many people regret not following me closely.

[Daniels Alpha @amylomeli96]

I originally didn't care at all, but when $NBIS, $MU, and $SNDK
all plummeted to $100...

These 5 stocks can create generational wealth for you:

1) $BE

[Daniels Alpha @amylomeli96]

For reference, here are some of my favorite calls from just the past year:
- $DELL at $230 → flew 150%
- $MU at $500 → flew +150%
- $SNDK at $1,000 → flew 135%
- $DRAM at $40 → flew +100%
- $META at $540 → flew +40%

Many will regret not following sooner.

[Daniels Alpha @amylomeli96]

Whether your portfolio holds $1,000, $10,000, or as much as $100,000, the stocks held by Nvidia ($NVDA) are poised to generate massive, generational wealth for investors this year.

Here are 5 stocks held by Nvidia that have the potential to grow fivefold:

1) $NOK

[Daniels Alpha @amylomeli96]

1. $SPCX (Space Exploration Technologies / SpaceX)
Business: Three segments — Space (reusable rockets/launches), Connectivity (Starlink), AI (xAI/Grok + compute infrastructure). IPO’d June 2026. Market cap ~$2.06T.

Revenue: TTM ~$23.0B (+122% YoY). Q2 2026: $7.8B (+92% YoY) — Connectivity $4.3B, AI $2.6B (+247%), Space $0.96B.

Gross Profit / Net Income: TTM gross margin ~52%. Q2 gross profit ~$4.3B. Still net loss (TTM ~–$8.9B; Q2 –$541M) due to heavy AI CapEx and R&D. Adjusted EBITDA strong (Q2 ~$3.5B).

Outlook: Starlink subscriber + enterprise/government growth continues. New multi-year AI compute deals accelerating. Heavy CapEx (AI alone >$23B in H1) pressures near-term profits, but vertical integration (rockets + satellites + AI) creates a long-term moat. Analyst PT mid-point ~$222 (+46%). Risks: valuation, execution, regulation.

2. $CRDO (Credo Technology)

Business: High-speed copper & optical interconnects for AI data centers (AECs, DSPs, ZeroFlap optics, silicon photonics). Serves hyperscalers.

Revenue: FY2026 (ended May 2026) $1.34B (+206% YoY). Q4 $437M (+157% YoY). Q1 FY2027 ~$479M.

Gross Profit / Net Income: Gross margin consistently 67–68%. Non-GAAP net income FY2026 ~$662M (5x+ growth), net margins ~50%. Strong FCF and ~$1.4B cash.

Outlook: Optical ramp expected to exceed $600M. FY2027 guidance implies another ~80% growth. High-quality, self-funding growth with expanding product suite. Valuation has compressed; PEG looks attractive. Risks: customer concentration, sequential growth moderation.

3. $NBIS (Nebius Group)

Business: Full-stack AI cloud (GPU clusters + platform). Former Yandex spin-out; also owns Avride and TripleTen.

Revenue: TTM ~$1.36B (+500%+). Q2 2026 $582M (+454% YoY), almost entirely AI cloud.

Gross Profit / Net Income: Gross margin 74–77%. Q2 Adj. EBITDA $236M (41% margin). GAAP still volatile (Q2 net loss ~$190M) due to interest and non-cash items.

Outlook: Large multi-year contracts (Microsoft, Meta, etc.), NVIDIA investment, 2026 ARR target $7–9B, full-year revenue $3.0–3.4B. Aggressive CapEx ($20–25B) to scale power capacity to multi-GW. Risks: high leverage/interest expense, execution, competition.

4. $IREN (IREN Limited)

Business: Vertically integrated AI cloud data centers + Bitcoin mining, rapidly pivoting to AI. 100% renewable power; >5 GW pipeline.

Revenue: FY2026 (ended June 2026) $707M (+41%). AI Cloud $129M (8x growth), Bitcoin mining $578M.

Gross Profit / Net Income: Gross margin ~69%. Adj. EBITDA ~$246M. Net loss ~$703M (mainly non-cash impairments of $639M). ​​​​Operating ARR already ~$1B; contracted ARR ~$4B for 2026 capacity.

Outlook: Microsoft and other large contracts; major GPU orders. 2026 capacity largely sold out; 2027 discussions ongoing. Risks: impairments, Bitcoin price exposure, high CapEx and debt.

5. $CRWV (CoreWeave)

Business: Purpose-built AI cloud platform (GPU clusters + software stack) for AI labs and enterprises.

Revenue: TTM ~$7.59B. Q2 2026 $2.58B (+112% YoY). Revenue backlog ~$104B.

Gross Profit / Net Income: Q2 gross profit ~$1.70B (gross margin ~66%). Adj. EBITDA $1.51B (59% margin). Still net loss (Q2 –$626M) driven by interest and depreciation.

Outlook: Explosive demand and massive backlog support multi-year growth. Operating leverage should improve with scale. Risks: high leverage, interest expense, intensifying competition.

Overall Future Trajectory

All five sit at the center of the AI ​​​​compute, networking, and power build-out.

$SPCX has the broadest long-term optionality via vertical integration.

$CRDO offers the cleanest profitability and highest-quality growth.

$NBIS , $CRWV , and $IREN
are high-growth “neo-cloud” plays — capital-intensive with near-term losses but rapid revenue scaling.

Secular drivers (hyperscaler CapEx, GPU scarcity, power constraints) remain intact into 2027–2028. Near-term volatility will be high due to valuation, interest rates, and execution risk. Medium-term upside looks substantial as scale improves margins.

Not investment advice. Data from latest public filings. Markets move fast — always do your own due diligence.

[Daniels Alpha @amylomeli96]

$NVDA Nvidia CEO Jensen Huang has indirectly pointed out that the best path to wealth is investing in suppliers that occupy "bottleneck" positions in Nvidia's AI supply chain.

I am waiting for a potential market crash during the U.S. midterm elections.

Here are five stocks held by Nvidia that possess 6x growth potential:

1) $VLO

[Daniels Alpha @amylomeli96]

I’m only saying this once.
This could be the fastest way to amass $1.2 million by 2027:

Buy before September 30.
Current Price: $2.33
Target Price: $326

The company is building an intelligent, AI-driven robotics platform for the next generation of manufacturing and logistics. It has partnered with NVIDIA to enable autonomous navigation, precision object manipulation, and complex operational tasks.

Simply like, follow, and comment "STOCK," and I will DM you the details.

[Daniels Alpha @amylomeli96]

A week ago, I shared these stocks:

$AMD — $516.13 → $623.77 (+20.9%)

$GRAL — $76.23 → $108.52 (+42.4%)

$CYPH — $2.27 → $3.40 (+49.8%)

$SDGR — $19.02 → $30.70 (+61.4%)

$MRNA — $143.97 → $182.56 (+26.8%)

$ARM — $264.79 → $333.20 (+25.8%)

$CRWD — $206.74 → $250.06 (+21.0%)

$INTC — $102.94 → $123.86 (+20.3%)

$BBNX — $16.57 → $22.81 (+37.7%)

$VICR — $197.91 → $268.34 (+35.6%)

Did you seize these opportunities?
Or did you miss out on another market move?
The next alert is coming soon.
Please turn on notifications.

Like + Follow + Turn on notifications.
Don't miss the next recommendation.
(Not investment advice — please do your own research/DYOR)

[Daniels Alpha @amylomeli96]

🚨 It is no exaggeration to say that President Trump provided you with a roadmap in July on "how to get rich in the stock market by 2026"…

His previous trades included:

~ $MRVL: Bought at $163, then rose 61.35% to $263
~ $INTU: Bought at $261, then rose 11.88% to $292
~ $BSV: Bought at $77, then fell 1.30% to $76
~ $INTC: Bought at $83, then rose 48.19% to $123
~ $CRM: Bought at $156, then rose 49.36% to $233
~ $FCOM: Bought at $69, then rose 5.80% to $73

💥 Two stock sales he executed in August:

~ $AMZN: Bought at $200, sold at $285 (+42.50%)
~ $MSFT: Bought at $355, sold at $515 (+45.07%)

Don't miss out on the next wave of potential big winners…

If you haven't followed us and turned on notifications yet, you might miss our latest alerts.

[Daniels Alpha @amylomeli96]

Here are some stocks I have previously recommended, for your reference:

$ASST: Recommended at $13 → Surged 130%
$NBIS: Recommended at $145 → Surged 90%
$NOW: Recommended at $85 → Surged 70%
$ASTS: Recommended at $52 → Surged 44%

I spend weeks researching stocks that consistently outperform the broader market.

Many people will likely regret not paying attention and acting on these opportunities sooner.

[Daniels Alpha @amylomeli96]

This is the last time I will emphasize this point.

If you are under the age of 60, the upcoming bull market offers you an opportunity to accumulate enough wealth to benefit future generations.

Here are five stocks that I believe have the potential to deliver gains of over 500%: