Over the past decade -- we’ve come to know and love the "Mag 7" leaders of the market:
• $AAPL
• $GOOGL
• $AMZN
• $META
• $NVDA
• $TSLA
• $MSFT
If these are the market’s generals -- my personal "Mag 7" for growth would be:
• $PLTR
• $SNOW
• $CRWD
• $NET
• $MELI
• $TTD
• $NOW
$TSLA
ELON MUSK MADE SOME NEW STATEMENTS TODAY IN A VIDEO HE POSTED TO X WHILE PLAYING VIDEO GAMES:
1. "2026, at the latest, we'll have AGI."
2. "Optimus is really going to be next level. It will be able to pick up your kids from school, it can be schools for your kids."
3. "Humanoid robots will usher in a new age of abundance that's hard to imagine. There will be no shortage of goods and services."
4. "Optimus will likely costs $20k-$30K. At scale, it will cost less to make an Optimus than a car."
5. "The ratio of humanoid robots will be more than 1:1, probably 10:1, so there will be in excess of 10B humanoid robots."
DO YOU THINK THE S&P 500 WOULD EVER LET $MSTR MICROSTRATEGY INTO THE INDEX?
If they do, that means every hedgefund/money manager in the WORLD would be long $BTC Bitcoin just by owning the S&P 500.
Monthly Growth Portfolio Update | October 2024
Portfolio Performance Since Inception:
• Growth Portfolio: +$197,194 | +158.1%
• $QQQ: +81.7% 📈
• $ARKK: +48.7% 📈
• $SPY: +46.9% 📈
• $IWM: +24.9% 📈
This year, IT investments have concentrated on foundational AI components -- chips, servers, and computing power -- creating the infrastructure essential for the next surge in AI advancements. While this emphasis has propelled hardware stocks forward, the anticipated rise of AI software adoption has been somewhat delayed. However, this is simply a precursor to what I believe will be a massive acceleration in AI-driven business software spending.
As we head into the final months of the year, I am strategically preparing for potential volatility linked to the upcoming election. Despite this anticipated short-term instability, my outlook remains optimistic. I expect a “blow-off-top” rally in November and December, with the market potentially reaching new highs. To take advantage of possible buying opportunities, I’ve built a 6% cash position, allowing me to invest in high-conviction stocks positioned to benefit from the impending wave of AI software investments. As we move toward 2025, I believe we’re entering a golden age of tech investment, where the right selections can provide life-changing returns.
Top 10 Holdings: $PLTR, $TMDX, $CRWD, $SNOW, $TSLA, $AMZN, $MELI, $TTD, $DOCN, $MDB
A List of Trump Stocks:
Trump Affiliates
$DJT Trump Media & Technology
Banks
$GS Goldman Sachs
$WFC Wells Fargo
$JPM JPMorgan Chase
$MS Morgan Stanley
$BAC Bank of America
$C Citigroup
Energy and Oil
$XOM Exxon Mobil
$CVX Chevron
$COP ConocoPhillips
$KMI Kinder Morgan
$VLO Valero Energy
$BKR Baker Hughes
Defense
$RTX Raytheon Technologies
$LMT Lockheed Martin
$LHX L3Harris Technologies
$GD General Dynamics
$NOC Northrop Grumman
$PLTR Palantir
Crypto
$MSTR MicroStrategy
$COIN Coinbase Global
$HUT Hut 8
$BTBT Bit Digital
$MARA Marathon Digital
$RIOT Riot Platforms
Industrial and Manufacturing
$CAT Caterpillar
$MMM 3M Company
$DE Deere & Company
$HON Honeywell International
$GTLS Chart Industries
Prison Operators
$GEO Geo Group
$CXW CoreCivic
Supporters
$TSLA Tesla
Small-Cap Stocks
$IWM iShares Russell 2000 ETF
$IWO iShares Russell 2000 Growth ETF
#Trump #Harris
Hey US,Mr.@elonmusk @JDVance1 @SteveScalise@LeaderMcConnell why do you need Democrats?They are terrible,bad presidents,hate the world,peace, invest. in wars. whyyy?? Let there be only 1 red party in America!Big red machine!And we can make the world a better place #USA#Trump2024