I don’t understand why people are trimming $GOOGL.
They own 14% of Anthropic, 7% of SpaceX, and 100% of Waymo and you want to sell before the IPOs?
Why?
$NVDA CEO is telling you to buy energy stocks
He is literally saying demand will 1000x
Stocks positioned to benefit:
- $CEG
- $VST
- $OKLO
- $BE
- $GEV
- $IREN
“This is the best time in the history of humanity to invest in sustainable energy”
In 2025, he was early on semis and neoclouds:
- $NBIS at $22 → +600%
- $INTC at $23 → +500%
- $SNDK at $275 → +400%
- $CRWV at $40 → +200%
- $TSM at $240 → +80%
He’s not guessing. He’s showing you the roadmap.
Are you going to ignore him again?
JAPAN'S LARGEST EXCHANGE TELLS BLOOMBERG IT WILL LAUNCH #BITCOIN AND CRYPTO ETFs
TOP 10 LARGEST GLOBAL ECONOMY IS OPENING TO BTC
ALL NATIONS WILL FOLLOW 🚀
MY TOP 5 GROWTH PORTFOLIO POSITIONS
1. $RKLB | Rocket Lab
Vertically integrated logistics layer of space economy across launch vehicles, spacecraft buses, satellite components & propulsion systems backed by a $2.2B backlog (+108% YoY & 20% sequentially) plus more launches booked in Q1 than all of 2025
2. $AEHR | Aehr Test Systems
Only company offering both wafer-level & package-level burn-in for the AI semiconductor stack with exposure across AI processors, silicon photonics, HBM & silicon carbide power semis backed by a record $51M backlog & 3.5x+ book-to-bill ratio
3. $SOFI | SoFi
All-in-one digital finance platform for the next generation across lending, digital banking, investing & tech platform infrastructure backed by 14.7M members (+35% YoY), record ~$12B in Q1 loan originations (+68% YoY) & ~45% of new products are coming from existing members (flywheel is real)
4. $IONQ | IonQ
Full-stack quantum platform across quantum computing, networking, sensing & secure communications backed by $470M in RPOs (+554% YoY), first 256-qubit quantum system sale & SkyWater acquisition giving it U.S.-based quantum chip manufacturing
5. $ASTS | AST SpaceMobile
Wireless infrastructure layer for the 4 billion people without reliable cellular coverage across D2D satellite broadband, MNO partnerships & sovereign defense applications backed by $1.2B+ in contracted revenue commitments, U.S. FCC commercial authorization & 32 next-gen BlueBird satellites in advanced assembly