Felipe Braz

[Felipe Braz @feliperbb]

@growthrapidly Revenue growth is important, though investors ultimately care about the quality and sustainability of that growth.

[Felipe Braz @feliperbb]

@LLuciano_BTC $DITGOLD

[Shay Boloor @StockSavvyShay]

UPDATED FIB LEVELS FOR POPULAR STOCKS

Drones
• $ONDS $8
• $AVAV $146
• $KTOS $52
• $MRCY $88

Quantum
• $IONQ $42
• $RGTI $17
• $QBTS $20
• $INFQ $13

Nuclear
• $OKLO $37
• $UUUU $12
• $GEV $942
• $LEU $182

Space
• $RKLB $58
• $ASTS $53
• $PL $19
• $RDW $12

Photonics
• $AAOI $101
• $LITE $715
• $COHR $221
• $AEHR $98

CPU Bottleneck
• $AMD $418
• $INTC $69
• $ARM $235
• $AMKR $45

AI Utilities
• $IREN $41
• $NBIS $210
• $CIFR $15
• $CRWV $79

AI Power
• $ON $72
• $BE $162
• $NVTS $9
• $VRT $219

AI Connectivity
• $AVGO $367
• $ALAB $251
• $CRDO $224
• $MRVL $227

AI Silicon Stack
• $NVDA $209
• $TSM $382
• $ASML $1,510
• $MU $819

AI Applications
• $PLTR $169
• $NOW $125
• $CRWD $173
• $SNOW $257

Physical AI
• $TSLA $354
• $AMZN $252
• $GOOGL $330
• $VPG $53

[Felipe Braz @feliperbb]

@CryptoCurb What about $DITAU?

[Felipe Braz @feliperbb]

@TradexWhisperer @MicronCEO AI cannot scale on processing power alone and memory is finally getting recognition for that reality.

[Felipe Braz @feliperbb]

@HolySmokas $HIMS stands out to me because the long-term story depends on whether its expanding platform can turn rapid growth into durable recurring economics.

[Felipe Braz @feliperbb]

@drayinvests The upside thesis is simple expectations are low enough that sustained execution could force a significant repricing.

[Felipe Braz @feliperbb]

@ChairmansLedger Building the position takes research while holding through noise takes temperament.

[Felipe Braz @feliperbb]

@TheLongInvest The most impressive part is resilience while macro pressure has punished so many other areas.

[Luke Bruni Invests @LukeBruni17]

🚨 BREAKING NEWS $SOFI 🚨

$SOFI will be included in S&P500 on 18th September ‼️

By Rumors

[Felipe Braz @feliperbb]

@ditgold I guess its time to play ☺️

[Felipe Braz @feliperbb]

@LukeBruni17 👀

[Felipe Braz @feliperbb]

@moninvestor There is a massive difference between secured capacity and theoretical capacity still waiting on critical approvals.

[Heisenberg @Mr_Derivatives]

$SOFI is really one of the last favorite retail names on Fintwit that has not been invited to be part of the S&P500.

$RDDT recently added.
$MRVL added 2026.
$LITE added 2026.
$CVNA added 2025.
$SNDK added 2025.
$APP added 2025.
$HOOD added 2025.
$XYZ added 2025.
$COIN added 2025.
$DASH added 2025.
$DELL added 2024.
$PLTR added 2024
$CRWD added 2024.
$SMCI added 2024.

Only a matter of time…

[Felipe Braz @feliperbb]

@FIREDUpWealth you didn't mention $DXYZ from $71 to $22 and currently $34

[Felipe Braz @feliperbb]

@MrMikeInvesting This is becoming less about individual names and more about positioning across the entire AI value chain.

[Felipe Braz @feliperbb]

@TheRonnieVShow This is exactly when disciplined valuation work matters more than whatever sentiment dominates the timeline.

[Felipe Braz @feliperbb]

@itsmichaelluu Small caps become fascinating when revenue starts accelerating faster than market expectations.

[Felipe Braz @feliperbb]

@StockChaser_ For long term I'm holding $GPUS 🚀

[Felipe Braz @feliperbb]

@DudeWhoInvests $SPCX