North American Investment Notes

Focused on U.S. market trends, I seize every opportunity for wealth creation.

[North American Investment Notes @Beginnerdreamss]

I asked 100 investors:
"What's the next trillion-dollar company?"
These 10 names came up most:
$SPCX (SpaceX)
$NVDA (NVIDIA)
$AMD (Advanced Micro Devices)
$TSM (Taiwan Semiconductor)
$MRVL (Marvell Technology)
$ARM (Arm Holdings)
$VRT (Vertiv Holdings)
$ANET (Arista Networks)
$MU (Micron Technology)
$SMCI (Super Micro Computer)
Pick 2.
Send me your choices. I'll analyze your stocks for you for free.

[North American Investment Notes @Beginnerdreamss]

Watched a match over the weekend. The South African team got a red card and was left playing with only 10 men! 🟥

[North American Investment Notes @Beginnerdreamss]

June 15th Recommendation
SpaceX raised $2.1 trillion in its IPO within hours of going public on June 12th.
Its return is projected to be 100 to 150 times by 2030.
The following 9 companies will benefit the most:

1. $BKSY ~$32
AI-ready Earth observation satellites feed SpaceX orbital intelligence layer.

2. $SPIR ~$18
Space data analytics monetizing SpaceX's growing orbital constellation.

3. $ACHR ~$5
Air mobility networks integrate with Starlink's low-latency infrastructure.

5. $POET ~$12.5
Optical interposer chips slash data center power costs inside COLOSSUS AI cluster.

6. $SATL ~$6.5
High-resolution imaging complements SpaceX orbital AI compute constellation data.

8. $VIAV ~$53
Optical networking components critical for Starlink ground station upgrades.

8. $ARQQ ~$13.5
Quantum encryption securing Starshield government classified orbital networks.

9. $OUST ~$40
Sensor fusion tech supports SpaceX booster catch reusability automation.

10. $GILT ~$15
Satellite ground infrastructure scales alongside Starlink enterprise deployments.

♻️ RESHARE this post and write 1 comment, I'll DM you the PRICE I want to buy
Someone asked, "Why don't you charge?"
I've alrea

[North American Investment Notes @Beginnerdreamss]

I asked 100 investors:
"What's the next trillion-dollar company?"
These 10 names came up most:
🚀 $TSLA — Tesla
🚀 $META — Meta
🚀 $PLTR — Palantir
🚀 $ARM — Arm Holdings
🚀 $AVGO — Broadcom
🚀 $AMD — AMD
🚀 $RKLB — Rocket Lab
🚀 $ASTS — AST SpaceMobile
🚀 $IONQ — IonQ
🚀 $SERV — Serve Robotics
Pick 2.
Ignore the rest.

👇

[North American Investment Notes @Beginnerdreamss]

The AI revolution has 5 layers.
Energy:
$SMR
$OKLO
Chips:
$NVDA
$AMD
Infrastructure:
$CRWV
$NBIS
Models:
$MSFT
$META
Applications:
$PLTR
$NOW
Every AI winner fits somewhere in this stack.
That's where I'm focusing.

NFA.

[North American Investment Notes @Beginnerdreamss]

🚨 FIFA World Cup 2026 Opening Ceremony will be one of the biggest sporting events in history. 🌎⚽

[North American Investment Notes @Beginnerdreamss]

$Nvidia CEO Calls Marvell the Next Trillion-Dollar Company, Shares Surge 45%

If you missed
$MRVL
at $81.
Missed
$AVGO
at $293.
Or even missed
$MU
at $318…

Then you cannot miss out on
$NOW
at $105 with a $260+ Target by year end.

With $88B worth of backlog (2027-2029), 169% YoY revenue growth, & $3B in cash you cannot be more bullish.

Save this to look back on later…

[North American Investment Notes @Beginnerdreamss]

My top stock pick for every sector right now
+ 2 year price targets
Fintech:
$SOFI
| SoFi Technologies
Target: $65
Data-center:
$NBIS
| Nebius Group
Target: $360
Photonics:
$AAOI
| Applied Optoelectronics
Target: $355
Software:
$ZETA
| Zeta Global Holdings
Target: $130
Defense:
$EOS.AX | Electro Optic Systems
Target: $38
Health:
$OSCR
| Oscar Health
Target: $80
Space:
$RKLB
| Rocket Lab corporation
Target: $210
Energy:
$BE
| Bloom Energy
Target: $316
Robotics:
$XPEV
| Xpeng
Target: $65
Connectivity:
$CRDO
| Credo Technology Group Holding
Target: $385
Insurance:
$PLMR
| Palomar Holdings
Target: $286
Cybersecurity:
$RBRK
| Rubrik
Target: $210
Quantum Computing:
$QBTS
| D-Wave Quantum
Target: $49
What are your picks?

[North American Investment Notes @Beginnerdreamss]

@0xReflection Appreciate you sharing. Conviction is easy to post—returns are what matter.

[North American Investment Notes @Beginnerdreamss]

My suggestion for June:

• MSFT (Microsoft) — Must buy
• CRM (Salesforce) — Buy
• ORCL (Oracle) — Must buy
• SAP (SAP SE) — Buy
• MDB (MongoDB) — Must buy
• OKTA (Okta) — Buy
• CFLT (Confluent) — Buy
• ZS (Zscaler) — Must buy
• NET (Cloudflare) — Must buy
• DOCN (DigitalOcean) — Don't buy
• ESTC (Elastic) — Buy
People ask: “Why don’t you charge?”
I’ve already achieved financial freedom. Sharing market ideas is simply my hobby.

[North American Investment Notes @Beginnerdreamss]

Generational wealth is built during corrections.

If $SPY crashes 10%-20%, here's where I'm deploying capital:

$AVGO (Broadcom)
Current: ~$260 | Buy zone: $210-$225
AI networking demand remains explosive.
$ARM (Arm Holdings)
Current: ~$170 | Buy zone: $130-$145
The future of AI devices runs through ARM architecture.
$PANW (Palo Alto Networks)
Current: ~$380 | Buy zone: $310-$330
Cybersecurity spending keeps growing regardless of economic cycles.
$APP (AppLovin)
Current: ~$420 | Buy zone: $330-$360
One of the strongest AI-driven advertising platforms.
$TSM (Taiwan Semiconductor)
Current: ~$240 | Buy zone: $190-$210
The backbone of the global semiconductor industry.
$ORCL (Oracle)
Current: ~$230 | Buy zone: $180-$195
Cloud backlog growth remains exceptional.
$SMCI (Super Micro Computer)
Current: ~$95 | Buy zone: $70-$80
AI server demand continues to surprise analysts.
♻️ RESHARE and comment below.
I'll share my highest-conviction opportunity before month-end.
NFA

[North American Investment Notes @Beginnerdreamss]

I’ll say this only once.
Want to reach $1M in assets by 2026? Consider these:

💎 $TSM (Taiwan Semiconductor) → $395 — Must Buy
💎 $INTC (Intel) → $105 — Must Buy
💎 $AVGO (Broadcom) → $356— Must Buy
💎 $ORCL (Oracle) → $198 — Must Buy
💎 $NVDA (Nvidia) → $189 — Must Buy
💎 $AMZN (Amazon) → $226 — Must Buy

People ask why I don’t make this paid content.
I share because I enjoy it, not to earn money.

[North American Investment Notes @Beginnerdreamss]

Mi consejo de inversión para este mes:

• AAPL (Apple) — Strong Buy
• ORCL (Oracle) — Strong Buy
• SAP (SAP SE) — Strong Buy
• CRM (Salesforce) — Strong Buy
• OKTA (Okta) — Buy
• MDB (MongoDB) — Buy
• PANW (Palo Alto Networks) — Buy
• ZS (Zscaler) — Buy
• SNAP (Snap) — Don’t buy
People ask: “Why don’t you charge?”
I don't do this for money. I simply enjoy discussing the market and sharing what I learn.
NFA

[North American Investment Notes @Beginnerdreamss]

$NVDA
CEO Jensen Huang is literally telling you what stocks to buy.

Here are 8 companies he's publicly endorsed, invested in, or spotlighted onstage in the last year:

1.
$MRVL
- Marvell Technology

At Computex on June 2, Jensen brought Marvell's CEO onstage and said "Ladies and gentlemen, the next trillion-dollar company." Stock surged 32% that session. Marvell designs the custom connectivity silicon that ties AI data centers together.

[North American Investment Notes @Beginnerdreamss]

I’ll say this only once.
If your goal is significant asset growth over the coming years, this list is worth serious study:

💎 $TSLA (Tesla) → $380 — Must-see
💎 $PLTR (Palantir Technologies) → $98 — Must-see
💎 $META (Meta Platforms) → $565 — Must-see
💎 $AMD (Advanced Micro Devices) → $320 — Must-see
💎 $AVGO (Broadcom) → $335 — Must-see
💎 $NFLX (Netflix) → $72 — Must-see

Many people ask why I share these insights without charging a fee.

The reason is simple: investing is my passion, not my business. I enjoy researching companies and sharing my ideas with everyone for free.

[North American Investment Notes @Beginnerdreamss]

Mi consejo para junio es
TXN (Texas Instruments) — Strong Buy
• CFLT (Confluent) — Buy ​​
• SNOW (Snowflake) — Buy ​​
• ROKU (Roku) — Buy ​​
• PARA (Paramount Global) — Avoid
• BYND (Beyond Meat) — Avoid
• ADI (Analog Devices) — Strong Buy
• APPF (AppFolio) — Buy
Why free? The market has been generous to us, and we want to give back to the community.

[North American Investment Notes @Beginnerdreamss]

I'm 43 and retired from BlackRock, with 21 years of stock market experience. I'll say this only once. The fastest way to accumulate 5 million by the end of 2026:

[North American Investment Notes @Beginnerdreamss]

I’ll say this only once.
This might be the fastest path to reaching $3 million in assets by the end of 2028:

$INTC
(Intel) → $110 — Must Buy

$NVDA
(Nvidia) → $209 — Must Buy

$ORCL
(Oracle) → $210— Must Buy

$GOOG
(Alphabet - Class C) → $360 — Must Buy

$MU
(Micron Technology) → $945 — Must Buy

$AMZN
(Amazon) → $245 — Must Buy

People often ask why I don’t turn this into a paid service, but for me, sharing stock information is simply a hobby. I don’t need the money, so I choose to share it for free.

[North American Investment Notes @Beginnerdreamss]

Even with fear hitting the U.S. stock market, NVIDIA CEO Jensen Huang, President Trump, and Elon Musk ��� the world’s richest man — are still bullish on the chip sector. My playbook for next week:

1.
$NVDA
—— Buy at $188
2.
$AMD
—— Buy at $415
3.
$AVGO
—— Buy at $355
4.
$MRVL
—— Buy at $235
5.
$MU
—— Buy at $786
6.
$INTC
—— Buy at $81
7.
$TSM
—— Buy at $380
8.
$ASML
—— Buy at $1,420
9.
$AMAT
—— Buy at $425
10.
$KLAC
—— Buy at $1,790
11.
$ARM
—— Buy at $310
People ask, “Why don’t you charge?” I’ve made enough. Sharing is my passion — that’s why I post for free.

[North American Investment Notes @Beginnerdreamss]

My investment recommendations for June:

$WDAY (Workday) — Do not buy
$ADBE (Adobe) — Do not buy
$NOW (ServiceNow) — Buy
$CRM (Salesforce) — Buy
$MSFT (Microsoft) — Buy
$PLTR (Palantir) — Strong Buy
$SNOW (Snowflake) — Strong Buy
$GOOG (Alphabet) — Strong Buy
Some have asked: Why don't I charge a fee?
Because the best communities are built on shared knowledge.