sammy_invests

Stocks and Investment Research.
Building my $100K portfolio along the way.

[sammy_invests @sammy_invests]

Somewhere out there is a guy who bought $NVDA in 2016, forgot his password, and accidentally became a better investor than 90% of us. 😂

[sammy_invests @sammy_invests]

Elon Musk vs. Mukesh Ambani over Starlink in India was not on my 2026 bingo card.

India has 1.4B+ people, Starlink wants in and two of the world’s richest men are now part of the conversation.

[sammy_invests @sammy_invests]

This is getting CRAZY for $LITE.

CEO says optical components are effectively SOLD OUT through early 2029.

Just six months ago, the company was talking about capacity being sold out through 2028. Now that visibility has extended into 2029.

That’s not just strong demand. Customers appear to be locking in supply further and further ahead.

But here’s where it gets interesting for the stock.

$LITE is already trading above $1100, with Wall Street’s average target around $1,162 and Citi as high as $1,400.

[sammy_invests @sammy_invests]

$LITE one of the great photonics stock is breaking out. Next stop $1500, what do you all think?

[sammy_invests @sammy_invests]

Did I predict @elonmusk will say that? Maybe not but $spcx is going to be one of the greatest investment of all time.

[sammy_invests @sammy_invests]

$SPCX isn’t just a rocket company anymore. The bigger thesis is Starlink.

@elonmusk believes AI, robotics and autonomous systems could create an explosion in bandwidth demand and SpaceX may be uniquely positioned to serve it at global scale.

That’s why I’m not looking at $SPCX as a short-term trade.

I’m buying with a 5-year horizon.

[sammy_invests @sammy_invests]

Let’s go! Time to buy $SPCX.
Never bet against this genius.

[Elon Musk @elonmusk]

This will sound super crazy, but I see a path to SpaceX being worth orders of magnitude more than the current Earth economy

[sammy_invests @sammy_invests]

@Hold_Quality Exactly, that’s what makes Netflix really interesting. I’ll be watching it as a diversification name or when the sector rotation happens.

[sammy_invests @sammy_invests]

Are $NFLX and $UBER becoming the new hedges against an AI-heavy market?

[sammy_invests @sammy_invests]

$SBUX $CMG
Should Starbucks really be spending tens of billions acquiring Chipotle when its own turnaround is still unfinished?

Brian Niccol left Chipotle to fix Starbucks. Now there are reports he could end up buying his former company.

I can see the potential in combining Starbucks’ global reach with Chipotle’s brand, but that’s a massive financial commitment when Starbucks still has plenty to fix.

[sammy_invests @sammy_invests]

A $20 BILLION rounding error? Seriously?

OpenAI annualized revenue was reportedly approaching $50B, not the $70B figure making headlines earlier.

How can the difference be this much? Did they loose customers?

[sammy_invests @sammy_invests]

Still miss those good old days!

[sammy_invests @sammy_invests]

If $QQQ keep pushing down, the big demand zone is around 735-736 area. I wouldn’t be surprised if it test in coming days.

[sammy_invests @sammy_invests]

$APLD earnings; a lot to like, but a few things concern me.

What I like:
• Revenue surged 322% YoY to $341.9M.
• Base rental revenue grew 49% QoQ to $65.8M.
• $36B in contracted lease revenue provides strong long-term visibility.
• 250 MW of operational capacity shows real execution.

What I don’t like:
• $183.5M of revenue came from tenant fit-outs, not recurring rent.
• $6.4B in debt, with quarterly interest expense reaching $77.4M.
• GAAP net loss of $221M. Profitability remains a challenge.

I’m bullish on $APLD, but 322% revenue growth doesn’t tell the full story. The real upside depends on converting its $36B backlog into recurring revenue without excessive debt or dilution.

[sammy_invests @sammy_invests]

One of my largest position is going bonkers. $PLTR

Goldman Sachs just upgraded Palantir to Buy with a $230 target, joining several analysts with targets as high as $250.

Meanwhile, Palantir has raised its 2026 revenue guidance by nearly $500M to $8.15B+, projecting 82% annual growth.

I think Wall Street is starting to price Palantir less like a traditional software company and more like a critical layer of AI infrastructure.

[sammy_invests @sammy_invests]

If your portfolio went up 100% overnight, would you sell everything or convince yourself it’s just getting started?

[sammy_invests @sammy_invests]

I actually like $SPCX $40B financing plan with $NVDA

If SpaceX can secure long-term financing while AI demand keeps growing, it could lock in computing capacity today that becomes far more valuable over the next few years.

We’ve already seen how difficult it is to catch up once competitors build a lead in AI infrastructure.

[sammy_invests @sammy_invests]

Love it. The stronger the base $QQQ builds around its previous ATH at 748 area, the more confidence we can have in the next leg of this rally. What say?!

[sammy_invests @sammy_invests]

@BrnMeetsWlth Exactly! Still a month until they report. It can squeeze higher.

[sammy_invests @sammy_invests]

$LITE one of the great photonics stock is breaking out. Next stop $1500, what do you all think?

[sammy_invests @sammy_invests]

$LITE this is getting juicy day by day.
Coherent generated $2.05 billion in fiscal Q4 revenue, up 34% year over year on AI data-center and communications demand. It guided fiscal Q1 2027 revenue to $2.2 billion to $2.4 billion.