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
Zuckerberg talked about jumping into the AI cloud business, and it's a huge long-term move. Meta's using its massive user base and infrastructure to take on AWS, Azure, and GCP. Huge opportunity ahead. Their ad money funds AI expansion, plus cloud services could bring in new cas
Forget chasing the hottest memory chip stocks right now... 🚫
Check out these 5 with just as big of a potential upside:
$OUST ~ Ouster
$ZETA ~ Zeta Global
$PLTR ~ Palantir
$NOW ~ ServiceNow
$FCEL ~ FuelCell Energy
Save this post. You'll be glad you did. Early movers g
Stick with the big names and hold for the long run. Short-term trading? Not for most people—unless you've got a guide or you quit after one win. 🥇
Top US stocks to watch for next week's gains: 🏆
$NVDA
$MU
$AMD
$AVGO
$META
$INTC
$TSLA
$MSFT
$AMZN
$NBIS
AI is st
$ASTS should be $1,000 but it's only $75
$NBIS worth $500 but sitting at $220
$AAOI valued at $450 but at $123
$HIMS could hit $100 but now at $36
$OSCR priced at $50 but trading for $31
$ONDS target is $20 but stuck at $7
These aren't guesses — these are real targets.
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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).