These are the 10 quality stocks with the strongest earnings cycles:
$MU — Micron Technology
$AXTI — AXT, Inc.
$BE — Bloom Energy
$CRDO — Credo Technology
$LITE — Lumentum
$NVDA — NVIDIA
$SPCX — SpaceX
$PLTR — Palantir Technologies
$AVGO — Broadcom
$VRT — Vertiv
The next key alert is coming soon.
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NFA — DYOR.
I’m only going to say this ONCE.
I'm 55, retired from BlackRock, and have spent decades studying the markets.
Here are some strong AI stocks worth considering for potential buys next week:
$AVGO — Current: $347 → Future Target: $455
$600 billion wiped off $NVDA in one day.
Here’s exactly why I’m buying, not selling.
Here are 5 AI stocks I’m positioning in RIGHT NOW to 10x my portfolio:
$NVDA
$NVDA — BUY at $155–$160. The bad news has been fully priced in. It's time to buy.
$AMD — Strong AI growth, but don't chase after the recent rally.
$TSLA — Huge long-term potential, but valuation remains a concern. Don't buy for now.
$AVGO — Buy at $352–$360.
$QCOM — Buy at $165–$170.
$MRVL — Buy at $154–$160.
$ANET — Buy at $189–$198.
$TSM — Buy at $390–$402.
$MU — Don't chase after the recent rally.
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I'm 55, retired from BlackRock, and have spent decades studying the markets.
Here's my advice for November 13:
$NVDA — The bad news is out. It's time to buy.
$AVGO — Chips & interconnect
$IREN — Power & compute
$NBIS — AI cloud infrastructure
$CIFR — Data center expansion
$GOOG — Core artificial intelligence
$NOK — Communication networks
$TSLA — Robotics & autonomy
$KO — Defensive consumer
$PENG — AI memory & infrastructure
These industries are quietly reshaping the flow of capital.
The biggest money is often made in areas most people don't fully understand yet.
Growth potential ≠ guaranteed returns.
But if you're completely overlooking these sectors right now, you may regret it later.
I'm 55, retired from BlackRock, and have spent decades studying the markets.
Here are the 10 stocks I'm watching most closely for 2027.
This isn't a random list. These are the sectors I believe will shape the next wave of wealth creation:
$SPCX — Space economy
$TSLA: $37,000
$SHOP: $25,300
$MU: $19,500
$AMD: $12,800
$NVDA: $7,800
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All my buy and sell signals are in the pinned group!
I'm 55, retired from BlackRock, and have spent decades studying the markets.
If you're under 40, I'll only say this ONCE.
Investments made 10 years ago that are now worth $1 million:
$TSLA: $37,000
MY STOCK ADVICE:
$NVDA (NVIDIA) — BUY at $155–$160. The bad news is fully priced in. It's time to buy.
$AMD (Advanced Micro Devices) — Strong AI growth, but don't chase the recent rally.
$TSLA (Tesla) — Huge long-term potential, but valuation remains a concern. DON'T BUY for now.
$AVGO (Broadcom) — BUY at $342–$350.
$QCOM (Qualcomm) — BUY at $165–$170.
$MRVL (Marvell Technology) — BUY at $154–$160.
$ANET (Arista Networks) — BUY at $186–$191.
$TSM (Taiwan Semiconductor) — BUY at $390–$402.
$MU (Micron Technology) — Don't chase the recent rally.
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I'm 55, retired from BlackRock, and have spent decades studying the markets.
Here's my November 12 advice:
$NVDA (NVIDIA) — The bad news is out. It's time to BUY.
🔥 NOT EVERY BIG TECH STOCK IS A BUY IN NOVEMBER.
Here's my current take:
2 stocks I'd avoid:
❌ $MSFT — DON'T BUY
❌ $CRWV — DON'T BUY
6 stocks I'd consider buying at these levels:
👀 $NVDA — $163–$170
👀 $AMD — $520–$545
👀 $AVGO — $332–$340
👀 $MU — $798–$810
I share this for free because I've already made enough.
Passion over profit.
Agree or disagree with my November picks?
Drop your thoughts below. 👇
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NFA — DYOR.
1. $NVDA
: The undisputed king of AI hardware Every frontier model is trained and run on its GPUs No alternative comes close.
2. $AVGO
: Custom ASICs for hyperscalers and networking chips that bind massive GPU clusters together The indispensable picks and shovels play.
3. $MRVL
: Custom AI silicon and high speed optical interconnects Every new hyperscale cluster needs both to prevent data bottlenecks.
4. $TSM
: The foundry monopoly Almost every advanced AI chip designed today is manufactured in their fabrication plants.
5. $MU
: High Bandwidth Memory (HBM) is completely sold out Without advanced memory chips, AI accelerators are useless bricks.
6. $VRT
: Every AI data center demands massive power distribution and advanced liquid cooling Vertiv sells the life support systems.
7. $PLTR
: AI agents and ontology layers turning raw LLMs into operational weapons for enterprise and defense Software is where the buildout gets monetized.
8. $GOOGL
: Full stack AI dominance from proprietary TPU infrastructure and DeepMind research to cloud scale and consumer apps Massive upside disguised as regulatory fear.
Not a recommendation, just tracking where the real AI infrastructure dollars are flowing while retail chases the noise.
If this helps you, like + follow + share.
If you're under 52, I'll say this only ONCE.
CEO $NVDA Jensen Huang says normal people will be millionaires buying AI bottleneck stocks EARLY.
Here's 8 stocks that can still 10x:
1. $MRVL
1. $NVDA: The undisputed king of AI hardware Every frontier model is trained and run on its GPUs No alternative comes close.
2. $AVGO: Custom ASICs for hyperscalers and networking chips that bind massive GPU clusters together The indispensable picks and shovels play.
3. $MRVL: Custom AI silicon and high speed optical interconnects Every new hyperscale cluster needs both to prevent data bottlenecks.
4. $TSM: The foundry monopoly Almost every advanced AI chip designed today is manufactured in their fabrication plants.
5. $MU: High Bandwidth Memory (HBM) is completely sold out Without advanced memory chips, AI accelerators are useless bricks.
6. $VRT: Every AI data center demands massive power distribution and advanced liquid cooling Vertiv sells the life support systems.
7. $PLTR: AI agents and ontology layers turning raw LLMs into operational weapons for enterprise and defense Software is where the buildout gets monetized.
8. $GOOGL: Full stack AI dominance from proprietary TPU infrastructure and DeepMind research to cloud scale and consumer apps Massive upside disguised as regulatory fear.
Not a recommendation, just tracking where the real AI infrastructure dollars are flowing while retail chases the noise.
If this helps you, like + follow + share.
If you're under 52, I'll say this only ONCE.
CEO $NVDA Jensen Huang says normal people will be millionaires buying AI bottleneck stocks EARLY.
Here's 8 stocks that can still 10x:
1. $MRVL
1. Amazon
$AMZN
15.95% of the portfolio
2. Micron Technology (Micron)
$MU
15.06% of the portfolio
3. Taiwan Semiconductor (TSMC)
$TSM
10.55% of the portfolio
4. Alphabet
$GOOG
8.75% of the portfolio
5. Uber Technologies
$UBER
7.43% of the portfolio
6. iShares MSCI South Korea ETF
$EWY
6.55% of the portfolio
7. Meta Platforms
$META
5.09% of the portfolio
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David Tepper has allocated 70% of his portfolio to just seven stocks.
Here is the breakdown of the legendary investor’s current portfolio:
1. $MU (Micron) – 15.06% of the portfolio