fede 🌷🌷🌷

[The Future Investors @ftr_investors]

The Future Investors presents the 40 quality companies with the highest gross margins in the market 💎📈

1. $MA | Mastercard - 100%
2. $V | Visa - 97.7%
3. $ARM | Arm - 97.5%
4. $ADSK | Autodesk - 92.5%
5. $HOOD | Robinhood - 91.9%
6. $RDDT | Reddit - 91.4%
7. $ADBE | Adobe - 89.4%
8. $APP | AppLovin - 88.5%
9. $BKNG | Booking - 87.2%
10. $CDNS | Cadence Design - 85.9%
11. $FICO | FICO - 85.1%
12. $PLTR | Palantir - 84.8%
13. $SOFI | SoFi - 83.7%
14. $LLY | Eli Lilly - 83.4%
15. $HUBS | HunSpot - 83.3%
16. $MSCI | MSCI - 83.0%
17. $SNPS | Synopsys - 82.9%
18. $ABNB | Airbnb - 82.9%
19. $FFIV | F5 - 81.9%
20. $BSY | Bentley Systems - 81.8%
21. $META | Meta - 81.8%
22. $DT | Dynatrace - 81.6%
23. $FTNT | Fortinet - 80.2%
24. $DDOG | Datadog - 79.5%
25. $PINS | Pinterest - 79.5%
26. $OKTA | Okta - 78.1%
27. $CRM | Salesforce - 77.3%
28. $IOT | Samsara - 76.3%
29. $SKHY | SK hynix - 76.3%
30. $WDAY | Workday - 75.8%
31. $ESTC | Elastic - 75.6%
32. $AVGO | Broadcom - 75.5%
33. $CRWD | CrowdStrike - 75.2%
34. $ALAB | Astera Labs - 75.1%
35. $VEEV | Veeva Systems - 75.0%
36. $NOW | ServiceNow - 74.8%
37. $NVDA | Nvidia - 74.7%
38. $BAM | Brookfield Asset - 74.4%
39. $SAP | SAP - 73.7%
40. $MDB | MongoDB - 72.7%

Source: @KoyfinCharts

𝗤𝘂𝗮𝗹𝗶𝘁𝘆 𝗖𝗿𝗶𝘁𝗲𝗿𝗶𝗮
- EPS & Revenue est next 3Y >8%
- Gross Profit Margin >72.6%
- Net Income Margin >0%
- FCF+
- No biotech, oil, mining companies
- Altman Z-Score >3
- Marketcap >$10B

In which of these high gross margin businesses do you invest? 🔥👇

[Heisenberg @Mr_Derivatives]

$MU $SNDK $EWY $DRAM

Textbook.

[mon @moninvestor]

My Top 5 ETFs:
1. $DRAM - Memory
2. $NCLD - Neoclouds
3. $LYTE - Photonics
4. $NASA - Space
5. $COPX - Copper

They are all picks-and-shovels for the next technological revolution.

[Prof @TheProfInvestor]

Whoaaa. They did this again.

$MU is now up 30% off the gap fill & Weekly 21EMA.

Same setup.

Weekly chart
Horizonal support
Weekly 21EMA
Gap fill

This 4 step framework is probably THE BEST thing you can use.

[Prof @TheProfInvestor]

$CRDO Down 44% off the highs & at 50 weekly SMA.

Are you a buyer here?

[mon @moninvestor]

The Trump admin has imposed tariffs of up to 100% on foreign-made drones.

This is bullish for American drone companies, notably:
- $UMAC: which has Don Trump Jr. as an investor/adviser.
- $ONDS: which literally owns a company called American Robotics.

It does not get much more obvious than that.

[Prof @TheProfInvestor]

$IREN Has spent last 12 months on this launchpad.

I dont say this lightly - whenever it breaks this base.
It will be something amazing to witness.

Same setup showed up on $OSCR $RKLB a year ago before they went parabolic.

[Heisenberg @Mr_Derivatives]

$VIX in August had the second lowest monthly close for an August since 2018.

$VIX in August had the lowest intraday peak for an August since 2018.

$VIX in August had the lowest daily close for an August since 2018.

$VIX in September is currently starting out exactly how September 2018 started out.

Conincidentally, 2018 was Trump's midterm election year in his first term.

Then October 2018 happened where the $VIX spiked 156%.

Are we following the same playbook?

What if we just did half of what 2018 did came Oct-Dec 2018?? See below.

Things that make you go hmmm.

[Mike Investing @MrMikeInvesting]

Elon Musk is quite literally telling you to buy robotics stocks.

“10 years from now there will be over a billion humanoid robots, & each will have 5X the productivity of a human”

Citi Group says the robot market is to be worth $7T by 2050.

These are 6 “Must Own” robot stocks:

1. Tesla $TSLA - Robotics & AI
2. Ouster $OUST - LiDAR Sensors
3. Coppernico $COPR - Copper Supply
4. Intuitive Surgical $ISRG - Surgical Robotics
5. Symbiotic $SYM - Warehouse Robotics
6. Rockwell $ROK - Industrial Automation

Just like how memory stocks ran 10-20x such as $MU & $SNDK these will follow similar suit.

Save this for later…

[Heisenberg @Mr_Derivatives]

$SPOT Lookin' interesting here...

[Jason Miller @prncsssnett]

The Best Companies in Every Sector：

The spending is spreading into companies supplying compute, automation, data centers, defense, software, space, power and healthcare.

Semis: $NVDA $AMD $AVGO
Robotics: $XPEV $AMBA $SYM
Data centers: $NBIS $CRWV $IREN
Defense: $NOC $ESLT $ONDS
Software: $PLTR $ZETA $SNOW
Space: $RKLB $ASTS $RDW
Fintech: $SOFI $NU $AFRM
Energy: $BE $VST $EOSE
Health: $OSCR $LLY $HIMS
The numbers that stand out: $NVDA data-center revenue +117%, $PLTR revenue +93%, $BE revenue +166%, and $LLY revenue +48%.
Bullish themes—but valuation, funding and execution still matter.

[JaguarAnalytics @JaguarAnalytics]

I'm increasing my position in $META tonight after hours. Soon, it will likely end up being 3rd biggest position in portfolio.

[The Long Investor @TheLongInvest]

Buy under the 200 WMA

Hold for 12 months

Buy when X sentiment is at all time lows and HATE a position in spite of healthy fundamentals

Always have Cash available to take advantage of an irrational market

That’s pretty much it

[The Long Investor @TheLongInvest]

$ADUR
Give me companies with $ADUR & $ASTS charts and I will never sell them, only add.

Two unique and titans in the making.

Moat goats.

[Leopold Stock Tracker @LeopoldTracker_]

Leopold Aschenbrenner's complete updated holdings

Top tier:
• SanDisk $SNDK [Long, 28.1%]
• Micron $MU [Long, 27.6%]

Second tier:
• Bloom Energy $BE [Long, 9.4%]
• Taiwan Semiconductor $TSM [Long, 6.3%]
• Nebius $NBIS [Long, 6.1%]

Third tier (~2-4% each):
• CoreWeave $CRWV [Long]
• Core Scientific $CORZ [Long]
• STMicroelectronics $STM [Long]
• Applied Digital $APLD [Long]
• Riot Platforms $RIOT [Long]
• SharonAI Holdings $SHAZ [Long]
• IREN $IREN [Long]

Private companies:
• Anthropic ~$5B
• Fluidstack $830M
• Source Foundry $500M
• MatX $500M
• Physical Intelligence $1B

Full exits:
• Nvidia $NVDA [Put] - Covered entirely
• Oracle $ORCL [Put] - Covered entirely
• Broadcom $AVGO [Put] - Covered entirely
• AMD $AMD [Put] - Covered entirely
• Micron $MU [Put] - Covered entirely
• Taiwan Semiconductor $TSM [Put] - Covered entirely
• ASML $ASML [Put] - Covered entirely
• Intel $INTC [Put] - Covered entirely
• Corning $GLW [Put] - Covered entirely

Summary: Every semiconductor hedge is gone and replaced with a longs across: memory, power, compute, and chip equipment, per his Q2 2026 13F and news outlets regarding Private investments

[Heisenberg @Mr_Derivatives]

$PFE Fresh 2yr highs today.

[The Long Investor @TheLongInvest]

$ASTS insiders buying in the mid $50’s

Wonder why they are buying there

[Serenity @aleabitoreddit]

What... $GPRO is up 79.17% after planning to merge with a photonics company "Starman Optical"

To build US 800G/1.6T optical transceivers for AI data centers.

GoPro trying to compete with $AAOI was definitely not on my radar.

[JaguarAnalytics @JaguarAnalytics]

@Tobiz3bm Watching this and many yield charts like tells me only one thing:

Buy hard assets. Tangible over intangibles. It’s a type of environment in which copper can beat semis.

[Mike Investing @MrMikeInvesting]

$VST is quite literally a “no brainer” here at its 200EMA.

Vistra is trading at just a 13x p/e all while actively working to resolve the energy bottleneck of the AI supercycle.

Many notable figures are bullish on $VST with:

- The CEO buying
- Donald Trump holding
- Nancy Pelosi holding
- Peter Thiel buying
- David Tepper adding

You won’t see $VST trading at this much of a discount for long.

Don’t miss out…