Daniel Pinto | Market Observer

Whispers share realms.From Buenos Aires trader to JPMorgan President. 40 years shaping global markets. Vice Chairman, JPMorgan Chase.

[Daniel Pinto | Market Observer @michelly3c8sq]

I am 44 years old and previously worked at Nvidia. My monthly income was $210,000.

My suggestions for August:

$SNAP (Snap Inc.) — Don’t buy
$NKLA (Nikola Corporation) — Don’t buy
$UBER (Uber Technologies) — Don’t buy
$MSFT (Microsoft) — Buy
$AMZN (Amazon) — Buy
$GOOGL (Alphabet) — Buy
$AVGO (Broadcom) — Strong buy
$CRM (Salesforce) — Strong buy
$INTU (Intuit) — Strong buy

People often ask why I share this for free:
I’ve already built my foundation. Now I focus on sharing ideas, not selling them.

[Daniel Pinto | Market Observer @michelly3c8sq]

I am 44 years old and previously worked at Nvidia. My monthly income was $210,000.
My advice for July:

• $LCID (Lucid) — Don’t buy
• $DIS (Disney) — Don’t buy
• $RIVN (Rivian) — Don’t buy
• $BIDU (Baidu) — Buy
• $NVDA (Nvidia) — Buy
• $RKLB (Rocket Lab) — Buy
• $SPOT (Spotify) — Strong buy
• $TSLA (Tesla) — Strong buy
• $ORCL (Oracle) — Strong buy

People often ask why I share this for free:
I’ve already built my foundation. Now I focus on sharing ideas, not selling them.

[Daniel Pinto | Market Observer @michelly3c8sq]

So basically… open models are like pizza toppings everyone gets to choose their own flavor, but we still need the oven (closed models) to make sure it doesn’t burn down the kitchen. 🍕🤖

[Jensen Huang @JensenHuang]

For my first post, I’m sharing a letter @NVIDIA signed on why open models matter.

AI will transform every industry, power every company, and be built by every country.

Open models strengthen safety and cybersecurity, accelerate innovation and diffusion, and enable sovereignty.

The world needs both frontier closed models and frontier open models.

https://t.co/AUKzoQ5Ikb

[Daniel Pinto | Market Observer @michelly3c8sq]

SpaceX IPO as the Catalyst: How Space Infrastructure, Satellite Communications, Imaging, and Defense Materials Could Shape the Trillion‑Dollar Space Economy

🚀 Space Infrastructure
$RKLB — Rocket Lab
$SIDU — Sidus Space
$FLY — Firefly Aerospace
$RDW — Redwire Space
$LUNR — Intuitive Machines
$MDA — MDA Space
$VOYG — Voyager Space
$YSS — York Space Systems
$SPCE — Virgin Galactic
$FJET — Starfighters Space

📡 Satellite Communications
$ASTS — AST SpaceMobile
$GSAT — Globalstar
$SATS — EchoStar
$IRDM — Iridium Communications
$ETL — Eutelsat
$TSAT — Telesat
$GILT — Gilat Satellite Networks
$VSAT — Viasat

🛰️ Space Imaging
$PL — Planet Labs
$SATL — Satellogic
$BKSY — BlackSky Technology
$SPIR — Spire Global

🧩 Specialty Materials & Defense
$CRS — Carpenter Technology
$MTRN — Materion
$HXL — Hexcel
$ATI — ATI
$GLW — Corning
$PKE — Park Aerospace
$RTX — RTX Corporation
$LMT — Lockheed Martin
$KTOS — Kratos Defense & Security
$VOYG — Voyager Space
$LHX — L3Harris Technologies
$NOC — Northrop Grumman
$BA — Boeing
$AIR — Airbus
$HO — Thales
$TDY — Teledyne Technologies
$APH — Amphenol
$KRMN — Karman Space
$RBC — RBC Bearings
$PH — Parker Hannifin
$AME — AMETEK
$GHM — Graham
$HEI — Heico
$DCO — Ducommun
$ATRO — Astronics
$TDG — TransDigm

📌 Key takeaway:
SpaceX’s IPO could ignite the space infrastructure and satellite communications race.
Beyond rockets and satellites, space imaging and specialty materials are critical layers.
This is how the next trillion‑dollar space sector begins to take shape.

[Daniel Pinto | Market Observer @michelly3c8sq]

$NVDA

NVIDIA'S JENSEN HUANG GIVES AN UPDATE ON KIMI K3 AND CHINA'S OPEN SOURCE MODELS:

"American companies should absolutely be allowed to use Chinese AI models. There's a misconception that somehow there are backdoors connected to China in someway. You download the models, fine tune them, guardrail them in any way you want."

"These Chinese opensource models are excellent. The market has misunderstood the impact of DeepSeek the first time. It's misunderstood the impact of Kimi this time. Open models are great for the whole industry, there will be more usage which will require selling more Nvidia computers and building more datacenters."

"Great models lead to more usage. There is also a misunderstanding that open models are going to hurt the closed models, that is also wrong."

[Daniel Pinto | Market Observer @michelly3c8sq]

I am 44 years old and previously worked at Nvidia. My monthly income was $210,000.

My July advice :
$SNDK (SanDisk) — Don’t buy
$META (Meta Platforms) — Don’t buy
$CBRS (Cerebras Systems) — Don’t buy
$NVDA (Nvidia) — Buy at $203–$208
$GOOG (Alphabet-C) — Buy at $330–$336
$MU (Micron Technologys) — Buy at $950–$958
$AMD (Advanced Micro Devices) — Buy at $540–$548

The above are just my personal observations and thoughts, not investment advice. Investing involves risks, so please be cautious.

People ask, Why don’t you charge?
I’ve made enough. Sharing is my passion ,that’s why I post for fre.

[Daniel Pinto | Market Observer @michelly3c8sq]

I am 44 years old and previously worked at Nvidia. My monthly income was $210,000.

My July advice :
$GOOGL(Alphabet-A)— Don’t buy
$BABA (Alibaba) — Don’t buy
$AMD (Advanced Micro Devices) — Don’t buy
$INTC (Intel) — Buy at $99–$105
$QCOM (Qualcomm) — Buy at $170–$175
$MRVL (Marvell Technology) — Buy at $204–$210
$ON (ON Semiconductor) — Buy at $82–$90

People ask, Why don’t you charge?
I’ve made enough. Sharing is my passion ,that’s why I post for fre.

[Daniel Pinto | Market Observer @michelly3c8sq]

I am 44 years old and previously worked at Nvidia. My monthly income was $210,000.
My July advice:
$NFLX (Netflix) — Don’t buy
$ORCL (Oracle) — Don’t buy
$SNDK (SanDisk)— Don’t buyy
$ANET (Arista Networks) — Buy at $170–$174
$CRWD (CrowdStrike) — Buy at $183–$188
$TXN (Texas Instruments) — Buy at $284–$288
$AMAT (Applied Materials) — Buy at $554–$560
People ask, Why don’t you charge?
I’ve made enough. Sharing is my passion ,that’s why I post for fre.

[Daniel Pinto | Market Observer @michelly3c8sq]

I'll only say this once. These 8 stocks could look very different after the next earnings cycle...

1: $NBIS (Nebius) → $193 Strong Buy
2: $CRWV (CoreWeave) → $75 Strong Buy
3: $APLD (Applied Digital) → $29 Strong Buy
4: $HOOD (Robinhood) → $104 Strong Buy
5: $OUST (Ouster) → $36 Must buy
6: $ONDS (Ondas) → $6.58 Must buy
7: $RKLB (Rocket Lab) → $64 Must buy
8: $PLTR (Palantir) → $128 Must buy

Save the list. Earnings, financing and contracts will decide who deserves the next move.

[Daniel Pinto | Market Observer @michelly3c8sq]

I am 44 years old and previously worked at Nvidia. My monthly income was $210,000.
My July advice 21th:
$ORCL (Oracle) — Don’t buy
$SNDK (SanDisk)— Don’t buy
$BABA (Alibaba) — Don’t buy
$SPCX (SpaceX) — Buy at $116–$121
$SHKY (SK hynixr) — Buy at $146–$152
$MU (Micron Technologys) — Buy at $840–$846
$TSM (Taiwan Semiconductor) — Buy at $393–$398
People ask, Why don’t you charge?
I’ve made enough. Sharing is my passion ,that’s why I post for fre.

[Daniel Pinto | Market Observer @michelly3c8sq]

I’ll only say this once. This might be the fastest way to hit $1 million by the end of 2026:

$AMD (Advanced Micro Devices) → $513 Must buy

$MRVL (Marvell) → $193 Must buy

$NBIS (Nebius) → $185 Must buy

$SNDK (Sandisk) → $1,395 Must buy

$IBM (IBM Corp) → $210 Must buy

$DELL (DELL) → $390 Must buy

$SPCX (SpaceX) → $115 Must buy

I often get asked why I don’t turn this into paid content, but for me, sharing stock information is just a hobby. I’m not financially struggling, so I choose to share it for free.

[Daniel Pinto | Market Observer @michelly3c8sq]

I’ll only say this once. This might be the fastest way to hit $1 million by the end of 2026:

$INTC (Intel) → $95 Must buy

$TSLA (Tesla) → $375 Must buy

$LITE (Lumentum) → $730 Strong Buy

$RKLB (Rocket Lab) → $62 Strong Buy

$SKHY (SK hynix) → $150 Must buy

$CRWD (CrowdStrike) → $198 Strong Buy

$MU (Micron Technologys) → $810 Must buy

I often get asked why I don’t turn this into paid content, but for me, sharing stock information is just a hobby. I’m not financially struggling, so I choose to share it for free.

[Daniel Pinto | Market Observer @michelly3c8sq]

I’ll only say this once. This might be the fastest way to hit $1 million by the end of 2026:

$NOW (ServiceNow) → $98 Must buy

$SHOP (Shopify) → $120 Strong Buy

$TSM (Taiwan Semiconductor) → $385 Must buy

$AMAT (Applied Materials) → $520 Strong Buy

$MU (Micron Technologys) → $785 Must buy

$QCOM (Qualcomm) → $170 Strong Buy

$AMD (Advanced Micro Devices) → $490 Must buy

I often get asked why I don’t turn this into paid content, but for me, sharing stock information is just a hobby. I’m not financially struggling, so I choose to share it for free.

[Daniel Pinto | Market Observer @michelly3c8sq]

I’ll only say this once. This might be the fastest way to hit $1 million by the end of 2026:

$TSLA (Tesla) → $370 Must buy

$RKLB (Rocket Lab) → $64 Must buy

$SOFI (SoFi Technologies) → $16 Must buy

$RBLX (Roblox) → $49 Must buy

$AMZN (Amazon) → $246 Must buy

$MU (Micron Technology) → $845 Must buy

$LITE (Lumentum) → $730 Must buy

I often get asked why I don’t turn this into paid content, but for me, sharing stock information is just a hobby. I’m not financially struggling, so I choose to share it for free.

[Daniel Pinto | Market Observer @michelly3c8sq]

I’ll only say this once. This might be the fastest way to hit $1 million by the end of 2026:

$INTC (Intel) → $86 Must buy

$TSLA (Tesla) → $370 Must buy

$CRCL (Circle) → $55 Strong Buy

$NVDA (Nvidia) → $194 Strong Buy

$SKHY (SK hynix) → $140 Must buy

$CRWD (CrowdStrike) → $197 Strong Buy

$MU (Micron Technologys) → $785 Must buy

I often get asked why I don’t turn this into paid content, but for me, sharing stock information is just a hobby. I’m not financially struggling, so I choose to share it for free.

[Daniel Pinto | Market Observer @michelly3c8sq]

I am 44 years old and previously worked at Nvidia. My monthly income was $210,000.
My advice for July:

• $DOCU (DocuSign) — Don’t buy
• $TWLO (Twilio) — Don’t buy
• $ROKU (Roku) — Don’t buy
• $SNOW (Snowflake) — Buy
• $MDB (MongoDB) — Buy
• $ZS (Zscaler) — Buy
• $TEAM (Atlassian) — Strong buy
• $ADSK (Autodesk) — Strong buy
• $CRWD (CrowdStrike) — Strong buy
• $PANW (Palo Alto Networks) — Strong buy

People ask, Why don’t you charge?
I’ve made enough. Sharing is my passion ,that’s why I post for free.

[Daniel Pinto | Market Observer @michelly3c8sq]

Investing into these 10 stocks will set you up to be rich before 2030:
1. SNOW (Snowflake) — $SNOW
2. ZS (Zscaler) — $ZS
3. OKTA (Okta) — $OKTA
4. TWLO (Twilio) — $TWLO
5. DOCN (DigitalOcean) — $DOCN
6. BILL (Bill Holdings) — $BILL
7. RBLX (Roblox) — $RBLX
8. FROG (JFrog) — $FROG
9. DT (Dynatrace) — $DT
10. HUBS (HubSpot) — $HUBS

🔥 All these setups are on the verge of a major breakout. You’ll look back at this list at the end of this year, & be glad you listened. Don’t miss out…

[Daniel Pinto | Market Observer @michelly3c8sq]

📈 Stocks to Watch in July
🚀 NVIDIA – $NVDA — 195 → 234

🚀 Tesla – $TSLA — 393 → 522

🚀 Palantir – $PLTR — 129 → 186

🚀 AMD – $AMD — 518 → 650

🚀 Robinhood – $HOOD — 113 → 168

🚀 Coinbase – $COIN — 165 → 208

🚀 Oklo – $OKLO — 52 → 98

🚀 IonQ – $IONQ — 49 → 86

🚀 Rocket Lab – $RKLB — 100 → 183

🚀 AST SpaceMobile – $ASTS — 85 → 118

📌 If you want to see the high‑conviction stocks I’m watching, my full portfolio, and every trade I make…
Head to my profile and tap the link in my bio.

[Daniel Pinto | Market Observer @michelly3c8sq]

I am 44 years old and previously worked at Nvidia. My monthly income was $210,000.
My advice for July:

• $LCID (Lucid) — Don’t buy
• $DIS (Disney) — Don’t buy
• $RIVN (Rivian) — Don’t buy
• $BIDU (Baidu) — Buy
• $NVDA (Nvidia) — Buy
• $RKLB (Rocket Lab) — Buy
• $SPOT (Spotify) — Strong buy
• $TSLA (Tesla) — Strong buy
• $ORCL (Oracle) — Strong buy

People often ask why I share this for free:
I’ve already built my foundation. Now I focus on sharing ideas, not selling them.