DAKInvests

Markets | Stocks | Investing 📈
Daily market insights, stock analysis & investment discussions.
US & UK markets | Tech | AI

[DAKInvests @DAKInvests]

Welcome to DAKINVESTS.

Here to discuss the markets, uncover interesting stocks and share opinions on where opportunities could be emerging.

AI. Technology. Growth stocks. US & UK markets.

No hype. No guaranteed predictions. Just investing discussions and market insights.

Follow along and get involved.

What’s the ONE stock you’re watching right now?

#Stocks #Investing

[DAKInvests @DAKInvests]

Here’s something the headline index doesn’t tell you.

On Friday, Nasdaq recorded:

340 new 52-week lows
Just 37 new 52-week highs

A rising index doesn’t mean every stock is participating.

How many investors are actually seeing green across their portfolios?

#NASDAQ #StockMarket #Trading

[DAKInvests @DAKInvests]

$NVDA is the better buy right now.

The ~20% drop is an overreaction to Jensen’s personal exit. The business is intact: CUDA moat, full-stack AI platform, unmatched scale, and near-term hyperscaler demand that’s already locked in.

Colette Kress has been the CFO through the entire AI ramp — she knows the numbers and the roadmap cold. Earnings are in a few days.

AVGO is a solid custom-ASIC/networking play, but it’s more of a component supplier. NVDA owns the platform. At the current valuation (much cheaper forward multiples after the sell-off), you’re getting the market leader on sale. Leadership uncertainty is real, but the franchise is bigger than any one person.
Not advice — just my take. Do your own work.

[DAKInvests @DAKInvests]

Investors can’t ignore inflation.

US producer prices rose 6.5% year-on-year in October, the largest annual increase since November 2022.

Higher rates can put pressure on growth-stock valuations.

Are investors underestimating the risk of rates staying higher for longer?

#Inflation #FederalReserve #Markets

[DAKInvests @DAKInvests]

@investwithjohn9 Yes — last week I added to positions in NVIDIA, Alphabet, SpaceX and Microsoft. I’m focused on companies with durable competitive advantages and clear exposure to AI infrastructure and long-term compute demand.

[DAKInvests @DAKInvests]

AMD’s +28% stood out most on my list — the Huang exit clearly accelerated the rotation into the nearest AI-chip alternative, while $MU’s +14% shows the memory side of the same trade still has plenty of buyers. $NVDA’s -12% felt more like leadership-risk discounting than a broader AI-spend pullback.

Anyone else seeing Broadcom or the pure-play data-centre names move in similar ways this week?

[DAKInvests @DAKInvests]

One name worth watching in the AI chip race: Cerebras.

The company raised its 2026 revenue forecast to $940m–$960m and reported an unexpected adjusted profit.

Nvidia has competition. The question is how much market share challengers can realistically take.

#AI #NVIDIA #SemiconductorStocks

[DAKInvests @DAKInvests]

@QularLabs Connected🫡

[DAKInvests @DAKInvests]

@QC_Capital_ I don’t expect a mass change, hoping for 180’s but expecting 170’s.

[DAKInvests @DAKInvests]

@QC_Capital_ I purchased $NVDA at $154.

[SpaceX @SpaceX]

Liftoff of Starship!

[DAKInvests @DAKInvests]

@InvestingAddict Solid payday allocation — love the balance between the index funds and a bit of BTC.

Do you still think Bitcoin is worth it at these levels, or has your view shifted at all? Curious how you’re thinking about the allocation long-term.

[zerohedge @zerohedge]

Elon please hire Jensen

[DAKInvests @DAKInvests]

@X4DX54 🤝🤝, connected👍🏽

[DAKInvests @DAKInvests]

Let’s connect 🤝

if you're into:

- tech
- ai
- shares
- stocks

#stocks #shares #AI #tech

[DAKInvests @DAKInvests]

@elonmusk @GS_VCactivist This is the problem with “professional” boards. The people who actually understand the technology and built the most valuable company on Earth aren’t the ones holding the kill switch.

[DAKInvests @DAKInvests]

@neo_subhamoy I’m now following your journey, best of luck!

[DAKInvests @DAKInvests]

@fynnvestor $SPCX. It closed ~21% off the October high right as Starship Flight 15 hit orbit and deployed satellites, with a ship catch attempt still on the cards. Much bigger scale and clearer catalysts than IREN at these levels.

[DAKInvests @DAKInvests]

@milspousewealth Congrats on 2,000!

That’s a fantastic milestone. Love the positive energy and the reminder that small steps add up. Excited to join you for the journey to the next 2,000 — looking forward to the content ahead. 💚

[DAKInvests @DAKInvests]

The bull case is coherent — 571% revenue growth, first positive GAAP op income, improving contract terms (pricing + prepayments covering >100% of new CapEx), and no reported customer cancellations. Delays look more like third-party delivery issues than a demand collapse, and the 2027 $12–13B guide still implies massive scaling if they execute.
That said, the market is punishing the combination of a near-term guide cut, huge CapEx ($27B this year, $40–45B next), and the dilution risk that comes with funding it. At ~$110 and ~$31B market cap, you’re pricing in a lot of successful capacity ramp and software attach (Token Factory etc.) with limited margin of safety if timelines slip further. High conviction long-term story, but the path is noisy and capital-intensive. Watching execution on owned vs third-party sites and financing more closely than the headline growth numbers right now.

[DAKInvests @DAKInvests]

SpaceX makes sense as the crowd favourite. It is the only one with a clear path to entirely new markets (full Starship reusability, Starlink cashflow, orbital compute/AI infrastructure) rather than just competing harder in existing ones. The other seven are already mature cash machines; SpaceX is still in the steep part of the growth curve and has the optionality of multi-planetary expansion. That said, the gap from $1.9T to overtaking Apple/NVIDIA is enormous and will require almost everything to go right on schedule. My pick is still SpaceX, but with wide error bars.