Bianca

Investor | Trend-follower.Spotting 10× disruptive stocks before the crowd.

[Bianca @bibiInvests]

Morgan Stanley CIO and U.S. equity strategist Michael Wilson says the next market rebound, following four consecutive weeks of declines

could create major opportunities for these five stocks：

1. $AMD

[Bianca @bibiInvests]

@RachelTan_SG Man, got slapped by the market again today. I’ve held mining stocks before too — short-term pain sucks, but the long-term AI opportunity is still there. Hang in there!

[Bianca @bibiInvests]

$GOOGL nearing $300 as the market finally prices in the execution.

• Gemini 4 Carbon + next-gen TPU 8tx/8i Max
• Cloud +103% YoY to $30.7B
• $10B Anthropic IPO commitment
• XR Smart Glasses pre-orders open

Fundamentals always win.
Thank you for the liquidity.Follow me for the latest updates.

[ChrisMacro @chris_macroi]

$NVDA 📉

You know it would be nice to see even one insider buy right about now. just to give shareholders a bit of confidence after this nonstop wave of selling…

[Bianca @bibiInvests]

$NVDA — Buy at $155–$160. The bad news has been largely priced in. Now is the time to consider buying.

$AMD — Strong AI growth, but don't chase the recent rally.

$TSLA — Huge long-term potential, but valuation remains a concern. Don't buy for now.

$AVGO — Buy at $355–$359.

$QCOM — Buy at $165–$170.

$MRVL — Buy at $154–$160.

$ANET — Buy at $189–$194.

$TSM — Buy at $390–$402.

$MU — Don't chase the recent rally.

If you find this information helpful, please like, follow, and share.

[Bianca @bibiInvests]

DON'T MISS THIS CHANCE AGAIN.

If you're under 42, the incoming market CRASH will be a generational time to BUY insanely undervalued stocks at a discount.

1) $NVDA — BUY at $160–$165. The bad news has been fully priced in. It's time to buy.

[Bianca @bibiInvests]

@chris_macroi We might actually get to see Jensen Huang and Elon Musk team up.🙌

[Bianca @bibiInvests]

6. $VRT - Vertiv
Every AI rack needs power and cooling, whatever chip is inside. Vertiv's organic orders more than doubled last quarter, net sales grew 61% to $4.3B, and it raised its 2026 sales guidance by $650M.

💡Follow for more trend-driven AI and disruptive stock updates before the crowd.

[Bianca @bibiInvests]

Nvidia's board is reportedly deciding whether to remove Jensen Huang.

Here are 6 stocks that could thrive if Nvidia's troubles continue:

1. $TSM - Taiwan Semiconductor

TSMC doesn't need to pick a winner. Nvidia is its largest customer, but it also builds chips for AMD, Broadcom, Google and Amazon. Revenue grew 41% last quarter to $46.7B, Q4 guidance is $52.3B to $54.3B, and management says AI demand is still running ahead of its supply.

[Bianca @bibiInvests]

5. $ALAB - Astera Labs
Astera makes the chips that move data between GPUs, CPUs and memory inside AI servers. It backs UALink, the open alternative to Nvidia's NVLink, and its Orion platform lets customers choose their own GPU. Revenue grew 154% last quarter to $584.9M, with Q4 guided to $730M to $750M.

[Bianca @bibiInvests]

@zoezkzk Do you see optical interconnect joining the strength from here, or is it still too early to tell?😄

[Bianca @bibiInvests]

Memory and semiconductor names led Wednesday’s rally

$MU +11.9%
$SNDK +13.7%

$INTC, $AMD, $AVGO and the broader SOX index all posted strong gains

CoreWeave results and raised guidance reinforced demand for AI servers, HBM and networking ($MU $SNDK $SMCI)

The AI hardware complex just got fresh fuel after recent volatility

I expect volatility to remain elevated, but the broader AI infrastructure trend is still worth watching closely.

💡As a reference, I’ve called multiple 10x names early. Follow for more trend-driven AI and disruptive stock updates before the crowd.

[Bianca @bibiInvests]

@DavidNomadi Neocloud stocks absolutely crushed it today.

[Bianca @bibiInvests]

@chris_macroi The sharp open today was completely expected—with this level of earnings and order visibility, any short-term pullback is likely to be quickly bought by the market.👍

[Bianca @bibiInvests]

1. $AMD (Advanced Micro Devices): Competing in AI accelerators and server CPUs. Could benefit from renewed demand for semiconductor stocks as Nasdaq rebounds.

2. $NVDA (NVIDIA): AI chip leader. A potential major beneficiary if technology stocks regain momentum and hyperscaler AI spending continues.

3. $MSFT (Microsoft): A leading cloud and AI company. Azure growth and enterprise AI adoption provide long-term growth catalysts.

4. $JPM (JPMorgan Chase): One of the strongest U.S. banking franchises. Could benefit from improving market sentiment and stronger economic activity.

5. $DAL (Delta Air Lines): Lower crude oil prices could reduce jet fuel costs and support airline profitability if the decline is sustained

If you find this information helpful, please like, follow, and share

[Bianca @bibiInvests]

Morgan Stanley CIO and U.S. equity strategist Michael Wilson says the next market rebound, following four consecutive weeks of declines

could create major opportunities for these five stocks：

1. $AMD

[Bianca @bibiInvests]

As a reference, I've called:
- $NBIS at $20 -> flew +1200%
- $RKLB at $16 -> flew +844%
- $AMD at $100-> flew +498%
- $ASTS at $20 -> flew +569%
- $PLTR at $40 -> flew +419%

Many will regret not following sooner.

[Bianca @bibiInvests]

“About once every two years the market falls 10%. Every six years the market’s going to have a 25% decline. That’s all you need to know. You need to know that the market’s going to go down sometimes. If you’re not ready for that, you shouldn’t own stocks.” – Peter Lynch