Nathan Cross

Value investing specialist | In-depth company research & analysis | Long-term stock ideas with economic moat | Research threads & reports

[Nathan Cross @NathanCrossNC]

🚨🚨 If you were going to invest, which would you choose……?

1. (Short-term hold) Target return 15%–25%+
2. (Long-term hold) Target return 10x–25x+
3. (Swing / volatility trading) Target return 5%–45%+

Reply with your choice and DM me. —————————————————————————
For investment strategy / plan consultation, DM “STOCKS”.

Only 10 participants accepted per week (subscribers only).

Join us: check the link on the profile.
—————————————————————————

Like + Follow + Turn on notifications!
(Not investment advice. Do your own research / DYOR)
—————————————————————————

[Nathan Cross @NathanCrossNC]

This week, I gave you:

$VKTX — $28.99 → $35.56 (+22.7%)

$NUAI — $5.86 → $7.06 (+20.5%)

$CRDO — $175.89 → $210.97 (+19.9%)

$IONQ — $39.13 → $45.48 (+16.2%)

$RKLB — $64.57 → $73.95 (+14.5%)

$INTC — $108.60 → $123.00 (+13.3%)

$META — $665.75 → $751.66 (+12.9%)

$AMD — $559.82 → $630.63 (+12.6%)

$GRAB — $2.80 → $3.13 (+12.0%)

$BE — $265.63 → $288.70 (+8.7%)

$CRWV — $81.36 → $87.59 (+7.7%)

$MU — $1,015.80 → $1,082.28 (+6.5%)

$THO — $67.77 → $72.15 (+6.5%)

$NBIS — $223.54 → $237.33 (+6.2%)

$ASTS — $58.52 → $61.81 (+5.6%)

$GME — $22.64 → $23.39 (+3.3%)

$COST — $895.31 → $922.76 (+3.1%)

$MSTR — $153.92 → $158.61 (+3.0%)

Did you catch it? Or miss another round?
Next alert dropping soon.

Like + Follow + Share + turn on notifications.
Don't miss the next tip.
(Not financial advice — DYOR)

[Nathan Cross @NathanCrossNC]

Stocks Most Likely to 10X in the Next Decade

$RKLB Trading now at $73

$ASTS Trading now at $61

$OPEN Trading now at $2.5

$IREN Trading now at $44

$ONDS Trading now at $7.6

$HIMS Trading now at $29

$NBIS Trading now at $237

$CRDO Trading now at $210

$ZETA Trading now at $29

$CIFR Trading now at $17

$IONQ Trading now at $45

$OKLO Trading now at $38

$JOBY Trading now at $6

$EOSE Trading now at $3

$APLD Trading now at $26

$LUNR Trading now at $15

Next alert dropping soon!

If you are not following us with notifications turned on, you might miss our next alerts.

Like + Follow + Share + turn on notifications.

(Not financial advice — DYOR)

[Nathan Cross @NathanCrossNC]

Stocks Most Likely to 10X in the Next Decade

$RKLB Trading now at $73

$ASTS Trading now at $61

$OPEN Trading now at $2.5

$IREN Trading now at $44

$ONDS Trading now at $7.6

$HIMS Trading now at $29

$NBIS Trading now at $237

$CRDO Trading now at $210

$ZETA Trading now at $29

$CIFR Trading now at $17

$IONQ Trading now at $45

$OKLO Trading now at $38

$JOBY Trading now at $6

$EOSE Trading now at $3

$APLD Trading now at $26

$LUNR Trading now at $15

Next alert dropping soon!

If you are not following us with notifications turned on, you might miss our next alerts.

Like + Follow + Share + turn on notifications.

(Not financial advice — DYOR)

[Nathan Cross @NathanCrossNC]

A week ago I gave you:

$VICR — $197.91 → $281.96 (+42.5%)

$TWST — $127.22 → $182.83 (+43.7%)

$MRNA — $143.97 → $198.88 (+38.1%)

$ALAB — $291.22 → $364.62 (+25.2%)

$GRAL — $76.23 → $126.89 (+66.4% )

$TEM — $57.72 → $85.01 (+47.3%)

$TXG — $59.95 → $85.71 (+43.0%)

$ARM — $245.80 → $310.32 (+30.8%)

Did you catch it? Or miss another round?
Next alert dropping soon.

Like + Follow + Share + turn on notifications.
Don't miss the next tip.
(Not financial advice — DYOR)

[Nathan Cross @NathanCrossNC]

$MU earnings +938%. $SNDK already up 600%+ this year — next leg not fully priced.
After the latest earnings revisions, these 20 have the most upside:

1. $MU ~$1082 — HBM sold out through 2027. Value + growth

2. $SNDK ~$1778 — Storage supercycle. Earnings still ahead of the multiple

3. $SMCI ~$43 — Highest order elasticity on the board

4. $NBIS ~$237 — Pure AI cloud. Growth an order of magnitude above hyperscalers

5. $DELL ~$563 — AI server backlog visible into 2027

6. $VRT ~$253 — No cooling, no power = every GPU is scrap

7. $WDC ~$457 — Enterprise drive shortage hidden by the chip narrative

8. $STX ~$917 — Nearline sold out. Pricing power in hand

9. $MRVL ~$262 — AI optics + custom silicon. Torque not fully priced

10. $ANET ~$207 — Networking is the toll booth on AI traffic

11. $CRWV — AI cloud No.2. Massive backlog visibility

12. $HPE ~$63 — Server torque name still cheaper than Dell

13. $AMD ~$630 — Accelerator share war. More torque than the multiple implies

14. $AVGO ~$350 — Custom chips locking multi-year revenue

15. $AMAT — Tooling leader. The capex cycle is just starting to print

16. $LRCX — One of the purest memory-equipment names

17. $KLAC — Inspection monopoly. Yield gate for advanced nodes

18. $PWR — Electrical buildout. Direct map to data-center starts

19. $PSX ~$256 — Top-tier earnings growth in the entire market

20 $NVDA ~$225 — Safest anchor. Less torque than the names above

This is not a theme trade. Earnings are resetting the anchors.

RT + comment “list” and I’ll DM you the add/trim levels I’m using this month.

Don't miss the next tip.

(Not financial advice — DYOR)

[Nathan Cross @NathanCrossNC]

A week ago I gave you:

$VICR — $197.91 → $281.96 (+42.5%)

$TWST — $127.22 → $182.83 (+43.7%)

$MRNA — $143.97 → $198.88 (+38.1%)

$ALAB — $291.22 → $364.62 (+25.2%)

$GRAL — $76.23 → $126.89 (+66.4% )

$TEM — $57.72 → $85.01 (+47.3%)

$TXG — $59.95 → $85.71 (+43.0%)

$ARM — $245.80 → $310.32 (+30.8%)

Did you catch it? Or miss another round?
Next alert dropping soon.

Like + Follow + Share + turn on notifications.
Don't miss the next tip.
(Not financial advice — DYOR)

[Nathan Cross @NathanCrossNC]

This week, I gave you:
( Please look up the post yourself )

$VKTX — $28.99 → $35.56 (+22.7%)
$NUAI — $5.86 → $7.06 (+20.5%)
$CRDO — $175.89 → $210.97 (+19.9%)
$IONQ — $39.13 → $45.48 (+16.2%)
$RKLB — $64.57 → $73.95 (+14.5%)
$INTC — $108.60 → $123.00 (+13.3%)
$META — $665.75 → $751.66 (+12.9%)
$AMD — $559.82 → $630.63 (+12.6%)
$GRAB — $2.80 → $3.13 (+12.0%)
$BE — $265.63 → $288.70 (+8.7%)
$CRWV — $81.36 → $87.59 (+7.7%)
$MU — $1,015.80 → $1,082.28 (+6.5%)
$THO — $67.77 → $72.15 (+6.5%)
$NBIS — $223.54 → $237.33 (+6.2%)
$ASTS — $58.52 → $61.81 (+5.6%)
$GME — $22.64 → $23.39 (+3.3%)
$COST — $895.31 → $922.76 (+3.1%)
$MSTR — $153.92 → $158.61 (+3.0%)
$BB — $7.99 → $8.21 (+2.8%)
$TSLA — $364.27 → $372.11 (+2.2%)
$KBH — $47.12 → $48.01 (+1.9%)
$NVDA — $222.27 → $225.07 (+1.3%)
$SERV — $4.41 → $4.45 (+0.9%)
$AZO — $2,855.31 → $2,872.16 (+0.6%)
$HOOD — $119.82 → $119.40 (-0.4%)
$AVGO — $357.61 → $352.81 (-1.3%)
$SOFI — $16.96 → $16.58 (-2.2%)
$ZETA — $30.23 → $29.45 (-2.6%)
$DRI — $209.28 → $199.75 (-4.6%)
$IREN — $46.68 → $44.12 (-5.5%)
$ABVX — $105.04 → $91.06 (-13.3%)
$EOSE — $3.96 → $3.17 (-20.1%)

Did you catch it? Or miss another round?
Next alert dropping soon.

Like + Follow + Share + turn on notifications.
Don't miss the next tip.
(Not financial advice — DYOR)

[Nathan Cross @NathanCrossNC]

$MRNA — $143.97 → $198.88 (+38.1%)
$ALAB — $291.22 → $364.62 (+25.2%)
$GRAL — $76.23 → $126.89 (+66.4% )
$TEM — $57.72 → $85.01 (+47.3%)
$TXG — $59.95 → $85.71 (+43.0%)
$ARM — $245.80 → $310.32 (+30.8%)

Did you catch it? Or miss another round?
Next alert dropping soon.
Like + Follow + Share + turn on notifications.
Don't miss the next tip. (Not financial advice — DYOR)

[Nathan Cross @NathanCrossNC]

A week ago I gave you:

$VICR — $197.91 → $281.96 (+42.5%)
$TWST — $127.22 → $182.83 (+43.7%)

Like + Follow + Share + turn on notifications.

[Nathan Cross @NathanCrossNC]

Miss these 10 and you’ll regret it.

$MU can 10X from here
$MRNA can 10X from here
$AMD can 10X from here
$ASTS can 10X from here
$RKLB can 10X from here
$SNDK can 10X from here
$CDNA can 10X from here
$HIMS can 10X from here
$DELL can 10X from here
$NBIS can 10X from here

Like + Follow + Share + turn on notifications.
Don't miss the next tip.
(Not financial advice — DYOR)

[Nathan Cross @NathanCrossNC]

@SoleyBayrakt For investment strategy / plan consultation, DM “STOCKS”.

High-yield stocks will only be pushed internally!

Only 10 participants accepted per week (subscribers only).

[Nathan Cross @NathanCrossNC]

Don’t get fooled by the chart.
These 10 stocks look like trash right now, but the businesses are still moving higher:

$APP | AppLovin
$SOFI | SoFi
$MELI | MercadoLibre
$OKLO | Oklo
$UBER | Uber
$GRAB | Grab
$PL | Planet Labs
$ONDS | Ondas
$NFLX | Netflix
$KTOS | Kratos

Like + Follow + Share + turn on notifications.
Don't miss the next tip.
(Not financial advice — DYOR)

[Nathan Cross @NathanCrossNC]

KEY LEVELS TO WATCH FOR POPULAR STOCKS

Bullish:
$MU
$NVDA
$AMD
$PLTR
$HOOD
$NBIS
$AEHR
$IONQ

Hold:
$TSLA
$RKLB
$HIMS
$IREN

Bearish:
$OKLO
$ASTS
$OPEN
$SOFI
$AAOI
$AVGO
$ONDS
$CIFR

Like + Follow + Share + turn on notifications.
Don't miss the next tip.

(Not financial advice — DYOR)

[Nathan Cross @NathanCrossNC]

Stop watching the index.
Add these names to your watchlist.

Value / already printing:
$MSFT
$META
$COST
$DELL
$INTC
$AKAM
$VICR

Upside :
$AKAM
$ON
$AMKR
... ...

Watchlist first.
Like + Follow + Share + turn on notifications.
Don't miss the next tip.

(Not financial advice — DYOR)

[Nathan Cross @NathanCrossNC]

7. $VICR

Among September’s best large-caps, about +60%. Power modules are the least “thematic” and most “component” part of an AI rack. Elasticity shows up when the print leads the narrative.

Like + Follow + Share + turn on notifications.
Don't miss the next tip.

(Not financial advice — DYOR)

[Nathan Cross @NathanCrossNC]

Peter Lynch compounded about 29% a year for 13 years. One filter did most of the work: PEG.
PEG = P/E divided by growth. Under 1 means the growth is still on sale.

Here are 17 stocks under 1 right now:

1. $AKAM

An ~$11.6B, seven-year compute deal with Anthropic just hit. The tape popped; the multiple still treats Akamai like yesterday’s CDN. The contract already recoded it as an AI landlord.

[Nathan Cross @NathanCrossNC]

6. $INTC

One of September’s best large-caps, about +38% this month. The setup is a long-abandoned name meeting a re-rating in wafers and AI packaging. Upside is expectation repair, not a fantasy of 80% growth forever.

[Nathan Cross @NathanCrossNC]

5. $CRWV

Cut in half from ATH. A top NeoCloud, demand still ahead of supply. Raised prices. Market treated it like a fade.
Not a buy-now list. A “price fell, numbers didn’t” list.
Like + Follow + Share + turn on notifications.

Don't miss the next tip.

(Not financial advice — DYOR)

[Nathan Cross @NathanCrossNC]

5 stocks that I think are undervalued right now.

1. $APP

Down hard from ATH even though the business keeps improving.
Miss revenue by a rounding error, get hit like the model broke.
Growth still high, margins elite, multiple compressed.

[Nathan Cross @NathanCrossNC]

4. $XPEV
Far from the last peak. One of the cleaner Physical AI setups if robotics and robotaxis scale. Priced like a car company.