Everley Nora

Stocks are a field of expertise | Focusing on analyzing US-listed companies | US Stock Analyst | CFA

[Everley Nora @babiru36]

10 stocks I plan to hold for 5 years:

$ASTS
$AVGO
$RKLB
$MU
$AAOI
$NBIS
$MRVL
$BE
$NOK
$POET

Projected total return over 10 years: 3000%

[Everley Nora @babiru36]

@TheLongInvest $OSCR bulls are showing and it is difficult to break through in the short term

[Everley Nora @babiru36]

@StockMKTNewz @agladstone Thanks for the likes. Are you interested in my watchlist? thank you for your attention

[Everley Nora @babiru36]

@StockMKTNewz 10 stocks I plan to own in 5 years:

$ASTS
$AVGO
$RKLB
$MU
$AAOI
$NBIS
$MRVL
$BE
$NOK
$POET

[Everley Nora @babiru36]

@Sofigoodboy @NURadu_ @Sofigoodboy Follow me—I have something to tell you

[Everley Nora @babiru36]

@StockSavvyShay Follow $CRCL next

[Everley Nora @babiru36]

@SamirShahani @StockMKTNewz There is too much concentration in the same sector, and the rate of return is too low. It’s a very poor portfolio

[Everley Nora @babiru36]

@StockMKTNewz Karp’s video sharply differentiates $PLTR from LLM giants by emphasizing customer empowerment and ownership of AI “means of production.” This strengthens its enterprise moat narrative, likely boosting investor conviction in high-margin, sticky deals multiple expansion

[Everley Nora @babiru36]

@StockSavvyShay Achieving $3.4T revenue and $2.7T EBITDA by 2040 faces massive execution risk, Starship delays, regulatory bottlenecks from ITAR, and intense capital demands. Competition, geopolitical tensions, and unproven Mars-scale economics could derail this optimistic vision.High-stakes bet

[Everley Nora @babiru36]

@Investingcom Morgan Stanley’s $3.4T 2040 revenue forecast bets on $SPCX owning the space economy—Starlink monopoly, Starship-driven 90%+ cost cuts, orbital infrastructure, and Mars expansion. Execution and regulatory risks loom, but this defines the ultimate multi-decade compounder

[Everley Nora @babiru36]

$RKLB is the only viable, battle-tested alternative to SpaceX in the public markets. With $3B in fresh capital runway and Archimedes engine testing hitting full-duration burns

The full chart is ready; click here to get the buy price 🔗 https://t.co/5A6zS2FZfT

[Everley Nora @babiru36]

ANY INSTITUTIONAL DESK TREATING THE 24% PULLBACK IN $RKLB FROM $151 DOWN TO $115 AS A STRUCTURAL BREAKDOWN IS FUNDAMENTALLY MISREADING THE TAPE

This is a classic healthy breather for up 330% YoY, clearing out the momentum tourists before the Neutron-driven second leg begins🧵

[Everley Nora @babiru36]

10 stocks I plan to hold for 5 years:

$ASTS
$AVGO
$RKLB
$MU
$AAOI
$NBIS
$MRVL
$BE
$NOK
$POET

Projected total return over 10 years: 3000%

[Everley Nora @babiru36]

The vertical integration play is the hidden margin driver. The Motiv Space Systems acquisition is now closed, adding Mars-proven robotics to their stack. They aren't just a launch company; they are a prime contractor, evidenced by their $90M Space Force GEO satellite win

[Everley Nora @babiru36]

Wall Street is violently re-rating the price targets as the SpaceX IPO ($SPCX) approaches on June 12. Stifel just aggressively hiked $RKLB to $132, and Deutsche Bank is at $120. As SpaceX targets a $2T valuation, Rocket Lab’s $5B market cap looks like a rounding error

[Everley Nora @babiru36]

The Neutron thesis is officially de-risked. Despite being months away from its Q4 2026 maiden flight, Rocket Lab just locked a record five-launch block deal with a confidential customer. They are selling out a rocket that hasn't even hit the pad yet—that is Apple-level demand

[Everley Nora @babiru36]

Audit the Q1 2026 data: it’s pure execution. Revenue skyrocketed 63.5% YoY to a record $200.3M, and the backlog hit an all-time high of $2.2B. Management is guiding Q2 revenue up to $240M—a massive 12% beat over previous analyst consensus. The growth engine is redlining

[Everley Nora @babiru36]

$NOK is no longer a cyclical telecom utility; it is a vital architect of the AI networking layer. With index inflows chasing the breakout and a strong €500M note issuance bolstering liquidity, buy this minor dip before the next leg up🔗 https://t.co/5A6zS2FZfT

[Everley Nora @babiru36]

TREATING THE SHALLOW PULLBACK IN $NOK FROM $17.44 DOWN TO $15.96 AS A BREAKDOWN IS A MAJOR MISTAKE

The stock is up nearly 160% in 6 months. This minor correction is just a healthy RSI reset before the next big institutional push higher

[Everley Nora @babiru36]

10 stocks I plan to hold for 5 years:

$ASTS
$AVGO
$RKLB
$MU
$AAOI
$NBIS
$MRVL
$BE
$NOK
$POET

Projected total return over 10 years: 3000%

[Everley Nora @babiru36]

Wall Street is violently re-rating the multiple. Nordea just aggressively hiked its price target to €15.7 ($17.00 equivalent). With hyper-scalers continuously expanding capex, $NOK is trading at a massive discount compared to rival AI plays

[Everley Nora @babiru36]

Big tech validation is locked in. Nvidia's massive $1B strategic alliance stake at $6.01 has already generated a 170% return, while their fresh Sunnyvale AI Lab features deep co-development pipelines with AMD, Supermicro, and Lenovo

[Everley Nora @babiru36]

The key growth driver is their optical transport and high-speed switching fabric. By integrating Infinera, $NOK has locked down critical scale in data center interconnects, positioning itself as a core beneficiary of the ongoing AI capex wave

[Everley Nora @babiru36]

The Q1 print completely killed the legacy telecom narrative. Sales to AI and cloud customers surged an insane 49% YoY, driving comparable operating profit up 54% to €281M. The structural pivot into data center infrastructure is accelerating