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I remain bullish on $NOW as ServiceNow continues to emerge as a key platform for enterprise AI adoption. Q2 2026 subscription revenue grew 24.5% year over year to $3.88B, while ServiceNow AI surpassed $1B in annual contract value.
Raymond James raised its $NVDA price target to $515, implying a ~$12.4T valuation.
At ~30× FY2028 EPS, that may be justified if 90% revenue growth and 55% margins hold.
At ~12× FY2028 EPS, $NVDA still looks undervalued.
$DELL $MRVL $ARM $PLTR $QCOM are showing serious strength. If the market stays supportive, these names could push even higher over the next two sessions. $MRVL’s earnings catalyst adds another reason to watch closely.
📺 BIG MOVE MAY BE COMING
$NVDA earnings are the catalyst, while $SPY and $QQQ remain tightly compressed.
$SPY above $768 → $772
Below $762 → gap fill in focus.
A breakout could be close.
$CASY returned 19,704% over 20 years.
$SPY returned 752%.
$NVDA returned 53,600%.
A gas station that sells pizza beat the $SPY by 3.4×.
$NVDA beat them all—but only if you could stomach an 85% drawdown in 2008 and 66% in 2022.
@unusual_whales 👆This is very helpful to you.
My U.S. stock strategy is constantly evolving.
The most important skill an investor can develop is the ability to make sound decisions in the face of incomplete information .
$HOOD continues to show strong momentum. With record revenue, rising deposits, and expanding trading activity, the growth story remains intact. If this trend continues, HOOD could have more upside ahead.
@SpacBobby 👆👆This is very helpful to you.
The most important skill an investor can develop is the ability to make sound decisions in the face of incomplete information
My U.S. stock strategy is constantly evolving.
Anthropic is telling IPO investors that AI could eventually address more than $30T in economic activity—far exceeding $SPCX’s own TAM estimate.
The pitch comes as Anthropic approaches ~$12B in quarterly revenue and reportedly prepares to raise up to $100B at a ~$2T valuation.
@KobeissiLetter 👆👆This is very helpful to you.
The most important skill an investor can develop is the ability to make sound decisions in the face of incomplete information
My U.S. stock strategy is constantly evolving.
Anthropic is telling IPO investors that AI could eventually address more than $30T in economic activity—far exceeding $SPCX’s own TAM estimate.
The pitch comes as Anthropic approaches ~$12B in quarterly revenue and reportedly prepares to raise up to $100B at a ~$2T valuation.
@TedHZhang 👆👆This is very helpful to you.
The most important skill an investor can develop is the ability to make sound decisions in the face of incomplete information
My U.S. stock strategy is constantly evolving.
@MMatters22596 👆👆This is very helpful to you.
The most important skill an investor can develop is the ability to make sound decisions in the face of incomplete information
My U.S. stock strategy is constantly evolving.
@DeItaone 👆👆This is very helpful to you.
My U.S. stock strategy is constantly evolving.
The most important skill an investor can develop is the ability to make sound decisions in the face of incomplete information
@Mr_Derivatives 👆👆This is very helpful to you.
The most important skill an investor can develop is the ability to make sound decisions in the face of incomplete information
My U.S. stock strategy is constantly evolving.