Ethan Brooks on Investing

"Share the information I have obtained, record asset changes, investment operations, and daily life. All content is not investment advice. Do not enlarge or zoo

[Ethan Brooks on Investing @pycossard]

The key to building a $10M portfolio is knowing what you own better than the crowd. I'm bullish on these semiconductor stocks: TER, TXN, ADI, QCOM, INTC, SKHYV, LSCC, and MTSI.

[Ethan Brooks on Investing @pycossard]

I believe these 6 themes will dominate the next decade: Space ($SPCX, $RKLB, $ASTS), AI Infrastructure ($NVDA, $AMD, $AVGO), Power ($CEG, $VST, $BE), Robotics ($TER, $SYM, $OUST), Fintech ($HOOD, $SOFI, $NU), and Defense Tech ($ONDS, $AVAV, $PLTR).

[Ethan Brooks on Investing @pycossard]

Here are my buying opportunities right now across major themes:

Photonics: $AAOI $AXTI $COHR
Space: $RKLB $ASTS
NeoCloud/AI Infra: $NBIS $CRWV $IREN $APLD
Energy, Physical AI, Quantum, and core plays: $NVDA $MRVL $MU $CRDO $PLTR.

[Ethan Brooks on Investing @pycossard]

Here are my Stocks to Watch in July with upside targets:
$RKLB: 107 → 280
$ASTS: 81 → 272
$IREN: 60 → 230
$NBIS: 287 → 420
$SOFI: 18 → 100
Plus $JPM, $V, $MA, $UBER.

[Ethan Brooks on Investing @pycossard]

I’ll say this once: The market is rotating again. Winners won’t be panic sellers on every dip, but those buying the names everyone is scared to touch right now. My strong buys: $MU $1010, $MRVL $247, $NVDA $201, $CRWV $93.
Must buys: $APLD $32, $IREN $40, $NBIS $216, $ALAB $421

[Ethan Brooks on Investing @pycossard]

I'll say this once. These 8 stocks are going to make generational wealth for many by year end...
1. ServiceNow ~
$NOW

2. Cipher Digital ~
$CIFR

3. Nebius ~
$NBIS

4. CoreWeave ~
$CRWV

5. Coca-Cola ~
$KO

6. USA Rare Earth ~
$USAR

7. Rocket Lab ~
$RKLB

8. Palantir ~
$PLTR

[Ethan Brooks on Investing @pycossard]

NVIDIA is working to confirm support near $193 (around the 0.618 Fibonacci level). If it breaks lower, $182 is the next strong support zone (volume shelf). The next upside target is $212.19, which is current resistance and previous highs.

[Ethan Brooks on Investing @pycossard]

My July advice:
$NBIS
(NEBIUS) - Don't buy
$SNDK
(SanDisk) - Don't buy
$AAOI
(Applied Optoelectronics) - Don't buy
$INTC
(Intel) - Buy at $103-$108
$NVDA
(Nvidia) - Buy at $186-$192
$SPCX
(SpaceX) - Buy at $153-$158
$MU
(Micron Technology) - Buy at $924-$936

[Kalshi Finance @Kalshi_Finance]

JUST IN: $MSFT plans to replace OpenAI and Anthropic models with its own AI models across Excel and Outlook

[Ethan Brooks on Investing @pycossard]

These 8 stocks are going to make many generational wealth in the second half of 2026.... 1: Coinbase ~

$COIN
2: ServiceNow ~

$NOW
3: One Stop Sys ~

$OSS
4: Robin Hood ~

$HOOD
5: UiPath ~

$PATH
6: Adobe ~

$ADBE
7: Rocket Lab ~

$RKLB
8: Palantir~

$PLTR

[Ethan Brooks on Investing @pycossard]

ウォーレン・バフェット、さらなる株価下落を待ってるんだって🤯👀 3月の下げは大したことなかったって言ってるよ👻📉

[Ethan Brooks on Investing @pycossard]

🚨 速報

🇺🇸🇮🇷 アメリカとイラン、攻撃を全部やめて今週会うことで合意したらしいよ：Axios報道。

予測市場での米イラン和平成立確率が一気に50%まで上がったみたい。

これはマーケットにとって超絶好材料だな…

[Ethan Brooks on Investing @pycossard]

速報：2026年FIFAワールドカップが、史上最も観客動員数の多い大会に正式決定！

[Ethan Brooks on Investing @pycossard]

1976年、ノーラン・ブッシュネルはたった5万ドルでアップルの株式3分の1を買うチャンスを断ったんだって。
今ならその株、1.4兆ドルの価値になるらしい。
彼は世界一の富豪になってたはずなのにね。
2800万倍のリターンを逃したってことか…。

[Ethan Brooks on Investing @pycossard]

AppleのVision Proやスマートグラスを担当してたトップが辞めて、OpenAIに行くって話らしいよ👓💨

Bloombergの報道だから信ぺきあるかな。

[Ethan Brooks on Investing @pycossard]

ジェレミー・グランサムが、今の市場はアメリカ史上最も割高だって言い切ったんだよね。

GMOの共同創業者で、2000年と2021年のバブルを当てたことで有名な人。CNBCで、今回のバブルが弾けたら株価はどこまで下がるか聞かれてた。

彼の予想、思ってたよりすごかったよ。

グランサム曰く、トレ

[Ethan Brooks on Investing @pycossard]

過去のデータ見ると、相場の天井は金利が高い時に訪れることが多いみたい。今みたいな金利低下局面じゃ終わらないってシティが言ってるよ。
$SPY $QQQ

[Ethan Brooks on Investing @pycossard]

速報：2028年の大統領選、マルコ・ルビオが本命視されてるって。今のところこんな流れみたいだね。

[Ethan Brooks on Investing @pycossard]

Just in: Iran's negotiators walked out of talks in Switzerland after Trump's threats, says Iranian state media.

[Ethan Brooks on Investing @pycossard]

Honestly, if you're building a crypto project and didn't pick Ethereum as your base layer, you're at such a huge disadvantage it's barely worth it if you're serious about long-term growth.