Goks ✴️

32 🎂 Investisseur LT

La bourse est l’un des seuls endroits où les riches et les pauvres peuvent investir sur un pied d’égalité

[Goks ✴️ @goks_canelo]

@Divs_King AMD elle est déjà bien valorisée mais le potentiel à venir 2030 - 2035 devrait la propulser d'avantage

[Goks ✴️ @goks_canelo]

@StockSavvyShay @fiscal_ai @OmerAKG3

[Goks ✴️ @goks_canelo]

@Tino_Bourse Elle nous régale

[Goks ✴️ @goks_canelo]

@NCheron_bourse NVIDIA sera la 1er boîte au monde à atteindre les 10 000 milliards $ de capitalisation

[Goks ✴️ @goks_canelo]

@87BTG87 @oguzerkan 😅😅

[Oguz Erkan @oguzerkan]

There are three clear valuation disconnects in the market now:

1. $CRWV is trading at 45% discount to $NBIS despite having double the backlog and improving financials.

2. $NVDA is trading at just 20x forward earnings vs 22x of S&P 500 Semiconductors sector.

3. $META is trading at 18x forward earnings while the average of other hyperscalers is 27x.

They are giving great buying opportunities here while the market is at all-time highs.

[Goks ✴️ @goks_canelo]

@Metamorphose_47 Ça m'a permis d'acheter du Microsoft j'attendais cette correction 👍🏻 j'espère qu'elle baissera encore un peu pour recharger plus bas

[Goks ✴️ @goks_canelo]

@StockOptionCole Me 😀😀

[Goks ✴️ @goks_canelo]

@Zaalback @restitutorII Qu'est ce tu racontes ??

[Goks ✴️ @goks_canelo]

@Frenchie_ @NCheron_bourse Space X nous la récupérer de Mars

[The Analyst @MMatters22596]

Mark my words. In 2 years, you will wish you had bought these 5 stocks at current prices.

1. $ZETA at $20 - Disruptive AI-marketing company. 35% expected growth for 2026.
19x forward P/E

2. $CRWV at $94 - The biggest Neo-Cloud provider. Hyperscaler deals, $NVDA backed and $99B backlog.
The most obvious AI-Infrastructure play right now.

3. $SOFI at $16 - Digital bank with flawless execution. 35% expected growth for 2026, currently down 50% from highs.

4. $NVDA at $200 - The backbone of the AI revolution. Demand will keep growing. And $NVDA
will hit $20 trillion over the next 5 years.

5. $NOW at $105 - Control tower for Enterprise AI. One of the best positioned software companies to scale exponentially over the next years.

Bookmark this and thank me later.

What are your top picks at current prices?

[Goks ✴️ @goks_canelo]

@freddy1250 @analystecurieux En 2040 peut être quand NVIDIA sera obselète

[Goks ✴️ @goks_canelo]

@Divs_King Renfort NVIDIA

[Goks ✴️ @goks_canelo]

@Divs_King Franchement vu le potentiel de broadcom je ne sais pas si allégé est une bonne option sauf si tu penses avoir un meilleur dossier. Mais encore bravo pour cette magnifique performance 👍🏻

[Goks ✴️ @goks_canelo]

@finneko_prgrm @OmerAKG3

[Goks ✴️ @goks_canelo]

@Graphseo T1 Energy ne doit pas faire des heureux chez les vendeurs à découvert

[Michael | Hypermarkets @itsmichaelluu]

JENSEN HUANG DOING IT AGAIN

IN TAIPEI, HE SAID THESE STOCKS ARE THE FUTURE:

$NOW — AI agents run inside ServiceNow's enterprise software stack

$CRWD — Security layer every AI factory must have running

$PLTR — Turns AI agent outputs into real government/enterprise decisions

$MSFT — Co-built the entire agentic PC platform with Jensen

$TSM — Only company on earth that can build these chips

AND HE HAS A DEAL WITH THESE ONES:

$HPE — Builds and ships the physical AI factory server infrastructure

$IREN — Owns the cheap power AI factories are desperately hungry for

$CRWV — The cloud Jensen personally called out by dollar valuation

$ARM — Every AI chip on the planet runs on ARM architecture

$DELL — First to rack and deploy Vera Rubin in production

$NVDA STILL SUPER EARLY SO DON'T MISS IT!

♻️ RESHARE this post and write 1 comment, I'll share my $HPE earnings play with you. It's tonight.

[Goks ✴️ @goks_canelo]

@Budget__Queen @FlasheurInvest J'ai les reins solides