Investors might be sleeping on the strategic pivot $NBIS just pulled off. This new partnership approach could decouple explosive capacity expansion from heavy balance sheet burdens in a big way.
Partners step up to finance and run the physical data centers and gear. Nebius stay
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
Trump just called the Iran ceasefire done. Oil's going up, Dow dropped hard -576 points. Nasdaq stayed steady though.
Energy stocks are finally waking up. Eyeing $XOM for a quick move.
Not going all in yet, but the market's getting wild again.
Regular folks might freak out
Zuckerberg talking about jumping into AI cloud business? That’s a huge long-term play. Meta’s using its massive user base and infrastructure to take on AWS, Azure, and GCP in that high-margin space.
What stands out:
- Ad revenue funds AI growth
- Cloud could be a new cash
I'm pulling in about $90k a month now, so I just share the stuff I really like.
July calls:
$MSFT – Skip it
$GOOG – Skip it
$ORCL – Buy between $142 and $148
$SNDK – Buy between $1,880 and $1,890
$AVGO – Buy between $395 and $405
$MU – Buy between $1,010 and $1,01
Forget about chasing those super-hot memory chip stocks...
Try these 5 with the same huge potential instead:
$OUST ~ Ouster
$ZETA ~ Zeta Global
$PLTR ~ Palantir
$NOW ~ ServiceNow
$FCEL ~ FuelCell Energy
Save this post. You'll be glad you did. Early movers cash in big!
After winning seven Patriot League titles on the mat as a cheerleader at Whitman-Hanson Regional High (@WHathletics), Kayla Crawford collected her first as a coach last week. It's the program's 29th straight.
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