David Mitchell

After more than 50 years of life, I've learned that patience beats excitement. I'm here to share the stock ideas and lessons I wish someone had shared with me w

[David Mitchell @lDavidInvests]

Hear me out... this is my final reminder. The future winners may be hiding in companies whose expectations keep moving higher:

$SNDK could rise from $1,500 to $3,000

$MU could rise from $920 to $1,300

$WDC could rise from $522 to $720

$MRVL could rise from $206 to $288

$AVGO could rise from $388 to $488

$TSM could rise from $416 to $558

$TXN could rise from $292 to $340

$NBIS could rise from $195 to $280

Small and overlooked opportunities often appear before the crowd notices. If you want to stay ahead of the next move, keep watching this list.

[David Mitchell @lDavidInvests]

The crowd is waiting for perfect conditions. I’m building before they arrive.

$CRM is a $230 stock trading at $171

$DDOG is a $345 stock trading at $259

$WAB is a $330 stock trading at $262

$HWM is a $350 stock trading at $272

$VRT is a $400 stock trading at $290

$JPM is a $420 stock trading at $341

$DELL is a $500 stock trading at $396

$AMD is a $630 stock trading at $495

$LMT is a $610 stock trading at $509

[David Mitchell @lDavidInvests]

I’ll only say this once: the names below are the ones you need to remember.

$AMZN is expected to rise from $247 to $290
$MSFT is expected to rise from $393 to $570
$GOOGL is expected to rise from $346 to $450
$ORCL is expected to rise from $126 to $300
$CRWV is expected to rise from $73 to $165
$NBIS is expected to rise from $177 to $485
$DOCN is expected to rise from $118 to $180
$NET is expected to rise from $277 to $300

[David Mitchell @lDavidInvests]

Believe it or not, the next AI infrastructure wave is already forming.

$AMZN is expected to rise from $246 to $290

$MSFT is expected to rise from $400 to $570

$GOOGL is expected to rise from $361 to $450

$ORCL is expected to rise from $126 to $300

$CRWV is expected to rise from $90 to $165

$NBIS is expected to rise from $216 to $485

$DOCN is expected to rise from $118 to $180

$NET is expected to rise from $250 to $300

Mark this post.

One year from now, investors will pretend the infrastructure trade was obvious. It never feels obvious before the move begins.

[David Mitchell @lDavidInvests]

I’ll say it one last time:

These are the AI stocks I remain highly bullish on as the market pulls back and capital starts choosing real cash flow, real customers, and real demand.

$META | Current Price: $664 | Target Price: $827

$IBM | Current Price: $219 | Target Price: $330

$CRM | Current Price: $172 | Target Price: $246

$NOW | Current Price: $104 | Target Price: $141

$PANW | Current Price: $353 | Target Price: $420

$DDOG | Current Price: $262 | Target Price: $320

$NET | Current Price: $272 | Target Price: $305

$ADBE | Current Price: $235 | Target Price: $280

These are the names with real customers behind the AI reset. When the hype cools down, quality is where capital usually returns first.

[David Mitchell @lDavidInvests]

I’ll say this one last time:

This is the list that could help you make $1 million before 2027:

1. $GOOGL is a $450 stock trading at $370

2. $ORCL is a $224 stock trading at $132

3. $AMZN is a $316 stock trading at $254

4. $PANW is a $420 stock trading at $354

5. $SNOW is a $320 stock trading at $271

6. $DDOG is a $310 stock trading at $264

7. $NET is a $320 stock trading at $273

8. $MDB is a $398 stock trading at $333

Follow me if you don’t want to miss more market intel.

[David Mitchell @lDavidInvests]

I’ll say it again.

This week’s strategy is simple: buy these stocks and hold them for one year. You’ll understand why.

1. $TSLA is a $430 stock trading at $402

2. $NVDA is a $300 stock trading at $212

3. $AMD is a $650 stock trading at $552

4. $SYM is a $75 stock trading at $44

5. $TER is a $500 stock trading at $346

6. $CGNX is a $103 stock trading at $64

7. $ADI is a $555 stock trading at $393

Turn on notifications so you don’t miss the next update.

[David Mitchell @lDavidInvests]

Five Earnings Stories Retail Traders Should Track

$ASML → In focus | AI-chip orders and backlog guidance lead today’s earnings discussion

$JNJ → In focus | Investors are watching pharmaceutical growth and full-year guidance

$MS → In focus | Trading revenue and deal activity could determine the post-earnings move

$PGR → In focus | Pricing trends and underwriting margins remain the key catalysts

$PNC → In focus | Loan demand and net-interest income will shape the market reaction

Save this list—the reaction after guidance may matter more than the first headline.

[David Mitchell @lDavidInvests]

I’ll say it one last time:
These are the AI infrastructure stocks I remain highly bullish on, and they match Jensen Huang’s view on AI hardware, factories, data centers, memory, and robotics.

$NVDA | Current Price: $204 | Target Price: $330

$AVGO | Current Price: $384 | Target Price: $555

$MU | Current Price: $937 | Target Price: $1,750

$SKHY | Current Price: $148 | Target Price: $310

$WDC | Current Price: $555 | Target Price: $730

$VRT | Current Price: $305 | Target Price: $444

$CRWV | Current Price: $83 | Target Price: $135

$TSLA | Current Price: $388 | Target Price: $430

These are the names tied to the next AI wave.
If you don’t want to build wealth, don’t buy.

[David Mitchell @lDavidInvests]

Five Market Stories Retail Traders Should Watch

$FAST → +5.9% | Quarterly results put the industrial supplier back in focus

$CVX → +3.3% | A near-10% jump in Brent crude lifted major U.S. energy producers

$TSM → -2.9% | June revenue jumped 68%, but semiconductor selling controlled the session

$MU → -4.4% | Investors questioned whether the AI memory trade had moved too far too fast

$SKHYV → -9.3% | Profit-taking hit the newly listed shares after Friday’s strong Nasdaq debut

Save this list—the follow-through may matter more than today’s first reaction.

[David Mitchell @lDavidInvests]

Hear me out... this is your final reminder.

Some of the next winners may be hiding among smaller companies with improving expectations:

$IRWD could rise from $3 to $8
$VTEX could rise from $4 to $5
$WK could rise from $49 to $78
$HGV could rise from $49 to $57
$MOV could rise from $38 to $45
$TPR could rise from $140 to $167
$LEA could rise from $144 to $148

Small-cap research is where individual investors can still find ideas before everyone owns them.
Follow if you want the next screen without paying for another stock-picking chatroom.

[David Mitchell @lDavidInvests]

Hear me out... this is your final reminder.

A balanced mix of AI momentum and proven businesses may be the smarter road to long-term wealth:

$CMCSA could rise from $23 to $32

$FIS could rise from $77 to $92

$NET could rise from $196 to $238

$NVDA could rise from $203 to $250

$AMZN could rise from $236 to $285

$TSM could rise from $309 to $365

$CAT could rise from $493 to $555

$ISRG could rise from $547 to $620

American retail traders don’t need another paid Discord—we need better starting points.
Follow me. I’ll keep doing the screening and sharing the names that survive it.

[David Mitchell @lDavidInvests]

Watch closely before the next rotation becomes obvious.

Friday’s AI rebound confirmed that capital is broadening beyond the biggest chip names. Cloud platforms, AI servers, networking, and space infrastructure are still trading below bullish targets. Here’s my strategy for next week:

$AMZN is a $312 stock trading at $245

$GOOGL is a $413 stock trading at $357

$ORCL is a $268 stock trading at $140

$MRVL is a $244 stock trading at $235

$DELL is a $492 stock trading at $435

$CRWV is a $136 stock trading at $88

$PLTR is a $190 stock trading at $126

$RKLB is a $108 stock trading at $81

Capital usually moves before the headlines catch up. Save this list—the next leg higher may begin without much warning.

[David Mitchell @lDavidInvests]

I’ll say it one last time:

These are the stocks I remain highly bullish on as capital begins to focus on the hardware driving lower AI inference costs.

$SKHYV | Current Price: $168 | Target Price: $310

$NVDA | Current Price: $210 | Target Price: $288

$HBM | Current Price: $21 | Target Price: $30

$AVGO | Current Price: $399 | Target Price: $555

$COHR | Current Price: $324 | Target Price: $425

$MRVL | Current Price: $235 | Target Price: $360

$LITE | Current Price: $802 | Target Price: $1,100

$TSM | Current Price: $434 | Target Price: $590

These are the names behind the next AI efficiency trade. Ignore the capital flow, and you may miss the move.

[David Mitchell @lDavidInvests]

Pay attention before the next leg higher begins.

Friday’s AI-led rally showed where capital is flowing. Several semiconductor, cloud, and infrastructure leaders are still trading below bullish targets. Here’s my strategy for next week:

$META is a $1,015 stock trading at $669

$NVDA is a $288 stock trading at $210

$AMD is a $635 stock trading at $557

$SNDK is a $2,500 stock trading at $1,915

$AMAT is a $650 stock trading at $602

$LITE is a $1,100 stock trading at $802

$NBIS is a $260 stock trading at $219

$ANET is a $220 stock trading at $186

Capital is already moving before the crowd catches on. Save this list—the next breakout could come faster than expected.

[David Mitchell @lDavidInvests]

I’ll only say this once: SK Hynix rang the Nasdaq opening bell today, marking its U.S. market debut!

The company raised as much as $26.5 billion, with the proceeds going toward a major capex push. That’s a real bullish catalyst. I’ve narrowed the potential winners down to the stocks below—get positioned early, because opportunities backed by this much capital don’t come around often:

1. $SKHYV is a $270 stock trading at $149

2. $AMAT is a $700 stock trading at $578

3. $FORM is a $152 stock trading at $115

4. $COHU is an $80 stock trading at $54

5. $NVDA is a $315 stock trading at $202

6. $AMD is a $640 stock trading at $544

7. $AVGO is a $582 stock trading at $398

8. $DELL is a $500 stock trading at $448

Of all these names, I’m most bullish on $SKHYV —it could be one of the best buys of 2026!

[David Mitchell @lDavidInvests]

I’ll say it one last time:
These are the stocks I remain highly bullish on, and they delivered some of the strongest gains in my portfolio yesterday.

$TEM | Current Price: $61 | Target Price: $68

$AAOI | Current Price: $122 | Target Price: $220

$CIFR | Current Price: $23 | Target Price: $30

$ALAB | Current Price: $417 | Target Price: $460

$FTAI | Current Price: $228 | Target Price: $326

$ENTG | Current Price: $146 | Target Price: $164

$CIEN | Current Price: $462 | Target Price: $660

$OKLO | Current Price: $49 | Target Price: $84

$COHR | Current Price: $327 | Target Price: $435

These are yesterday’s gains.
If you don’t want to build wealth, don’t buy.

[David Mitchell @lDavidInvests]

I’ll say it again.

Jensen Huang said Elon achieved in 19 days what others may need a year to reach. My strategy is simple: focus on AI speed, compute, robotics, and space. Hold for one year. You’ll understand why soon.

1. $TSLA is a $448 stock trading at $394

2. $NVDA is a $300 stock trading at $199

3. $PLTR is a $175 stock trading at $125

4. $RKLB is a $108 stock trading at $83

5. $IONQ is a $69 stock trading at $44

6. $CRWV is a $165 stock trading at $90

7. $VRT is a $416 stock trading at $326

Turn on notifications so you don’t miss the next update.

[David Mitchell @lDavidInvests]

Pay attention before the rebound starts.

The U.S. market pulled back yesterday, creating better entry points in both large-cap leaders and smaller high-upside names. Here’s my strategy for today:

$NVDA is a $303 stock trading at $204

$MSFT is a $560 stock trading at $383

$AVGO is a $493 stock trading at $388

$PLTR is a $190 stock trading at $132

$CRWV is a $135 stock trading at $90

$RKLB is a $108 stock trading at $83

$IREN is a $82 stock trading at $43

$SOUN is a $14 stock trading at $6

Don’t wait until the market prices in the recovery. My next update is coming soon.

[David Mitchell @lDavidInvests]

@StockSavvyShay The real point of long-term agreements isn’t one or two orders. It’s that major tech companies are starting to lock in AI capacity ahead of time.