Logan Peterson

I break down market structure, sector rotations, and growth equities with one goal — understanding what smart money is positioning for next.

[Logan Peterson @michell17719052]

Finding the stocks I understand best is the key to building a $10M portfolio by year-end.

$ASML — ASML Holding — $1797.32
$AMAT — Applied Materials — $602.50
$LRCX — Lam Research — $350.33
$KLAC — KLA Corporation — $231.52
$MU — Micron Technology — $979.30
$MRVL — Marvell Technology — $235.81
$SKHYV — SK hynix — $168.01
$ON — ON Semiconductor — $95.96

[Logan Peterson @michell17719052]

Finding the stocks I understand best is the key to building a $10M portfolio by year-end.

$ASML — ASML Holding — $1797.32
$AMAT — Applied Materials — $602.50
$SKHYV — SK hynix — $168.01
$LRCX — Lam Research — $350.33
$KLAC — KLA Corporation — $231.52
$MU — Micron Technology — $979.30
$ANET — Arista Networks — $186.96
$NVDA — NVIDIA — $210.96

[Logan Peterson @michell17719052]

Finding the stocks I understand best is the key to building a $10M portfolio by year-end.

$TER — Teradyne — Don’t buy
$LSCC — Lattice Semiconductor — Don’t buy
$MTSI — MACOM Technology Solutions — Don’t buy
$TXN — Texas Instruments — Buy at $291-$301
$ADI — Analog Devices — Buy at $372-$380
$QCOM — Qualcomm — Buy at $177-$183
$INTC — Intel — Buy at $101-$108
$SKHYV — SK hynix — Buy at $155-$164

[Logan Peterson @michell17719052]

Finding the stocks I understand best is the key to building a $10M portfolio by the end of the year.

$NVDA — Price: $202.78 | Target: $450.00
$ASML — Price: $1,804.25 | Target: $3,000.00
$TSM — Price: $436.96 | Target: $950.00
$AMAT — Price: $588.66 | Target: $1,300.00
$LRCX — Price: $353.17 | Target: $780.00
$KLAC — Price: $229.52 | Target: $500.00
$MU — Price: $991.64 | Target: $2,200.00
$ANET — Price: $184.69 | Target: $400.00

[Logan Peterson @michell17719052]

Finding the stocks I understand best is the key to building a $10M portfolio by year-end.

$NVDA — NVIDIA — $202.78
$ASML — ASML Holding — $1804.25
$AVGO — Broadcom — $401.11
$AMAT — Applied Materials — $588.66
$LRCX — Lam Research — $353.17
$KLAC — KLA Corporation — $229.52
$MU — Micron Technology — $991.64
$ANET — Arista Networks — $184.69

[Logan Peterson @michell17719052]

Finding the stocks I understand best is the key to building a $10M portfolio by the end of the year.

$NVDA — NVIDIA — $204.12
$TSM — Taiwan Semiconductor — $436.98
$ASML — ASML Holding — $1768.65
$ORCL — Oracle — $140.49
$AMZN — Amazon — $243.62
$CEG — Constellation Energy — $244.52
$CRDO — Credo Technology Group — $258.69
$TEM — Tempus AI — $57.27

[Logan Peterson @michell17719052]

Finding the stocks I understand best is the key to building a $10M portfolio by the end of the year.

$META — Meta Platforms
$GEV — GE Vernova
$RKLB — Rocket Lab
$MSFT — Microsoft
$CRWV — CoreWeave
$DUOL — Duolingo
$APP — AppLovin

[Logan Peterson @michell17719052]

@e_lopezr Appreciate it. NVDA and TSM continue to stand out for their strong fundamentals and long-term growth potential.

[Logan Peterson @michell17719052]

Finding the stocks I understand best is the key to building a $10M portfolio by the end of the year.

$NVDA — NVIDIA
$AVGO — Broadcom
$TSM — Taiwan Semiconductor
$APP — AppLovin
$NBIS — Nebius Group
$COIN — Coinbase
$AXON — Axon Enterprise

[Logan Peterson @michell17719052]

I made my biggest stock profit ever — enough to buy an entire building.

Below is my stock list.
$COIN — Coinbase
$MSTR — MicroStrategy
$MARA — Marathon Digital
$HUT — Hut 8
$BTDR — Bitdeer
$BITF — Bitfarms
$WULF — TeraWulf

[Logan Peterson @michell17719052]

Finding the stocks I understand best is the key to building a $10M portfolio by the end of the year.

My focus list:
$AVGO — Broadcom
$QCOM — Qualcomm
$ADI — Analog Devices
$TXN — Texas Instruments
$NXPI — NXP Semiconductors
$MPWR — Monolithic Power Systems
$ON — ON Semiconductor

[Logan Peterson @michell17719052]

Finding the stocks I understand best is the key to building a $10M portfolio by the end of the year.

$RKLB — Rocket Lab
$PLTR — Palantir
$RDDT — Reddit
$HIMS — Hims & Hers
$TTD — The Trade Desk
$NET — Cloudflare
$DDOG — Datadog

This list is built around growth, attention, software, data, and adoption.
When the market starts rewarding expansion again, these are the names I want to watch first.

[Logan Peterson @michell17719052]

Finding the stocks I understand best is the key to building a $10M portfolio by the end of the year.

$IONQ — IonQ
$RGTI — Rigetti Computing
$QBTS — D-Wave Quantum
$QUBT — Quantum Computing
$TEM — Tempus AI
$ASTS — AST SpaceMobile
$RKLB — Rocket Lab

This is where speculation meets long-term optionality.
I size carefully, but I pay attention when new industries start gaining capital.

[Logan Peterson @michell17719052]

@StockSavvyShay

[Logan Peterson @michell17719052]

Finding the stocks I understand best is the key to building a $10M portfolio by the end of the year.

$MRVL — Marvell Technology
$ANET — Arista Networks
$VRT — Vertiv Holdings
$SMCI — Super Micro Computer
$CLS — Celestica
$DDOG — Datadog
$SNOW — Snowflake
$GTLB — GitLab