Are There Still Stocks Like Nvidia 15 Years Ago?

Fifteen years ago, Nvidia was “just” a gaming GPU company. Ten years ago, Tesla was dismissed as a niche EV maker. Five years ago, Palantir was still trying to prove its business model. Today, all three are household names—and their early believers are sitting on life-changing returns. Which emerging companies do you think have true moat-based innovation potential? Do you agree that timing and conviction (like recognizing Nvidia’s iPhone moment) matter more than holding for 15 years?

+ Follow

Bossy Hsu

08-20

许智玮

2025-10-21

PayPal Stocks Rises

Key Points PayPal's stock $PayPal(PYPL)$ increased by 2.7%, closing at $69.20 after trading as high as $69.47, with a trading volume down 14% from its average. Multiple analysts have rated PayPal positively, with an average price target of $83.44, showing strong confidence in the company's future performance. PayPal recently reported quarterly earnings of $1.40 per share, exceeding expectations, along with a revenue of $8.29 billion, indicating solid financial performance. PayPal Holdings, Inc shares rose 2.7% on Monday . The stock traded as high as $69.47 and last traded at $69.20. Approximately 9,948,219 shares traded hands during trading, a decline of 14% from the average daily volume of 11,612,486 shares. The stock had previously closed at $67

PayPal Stocks Rises

许智玮

2025-10-21

Momentum Meets Uncertainty

Key Takeaways Tesla will report Q3 EPS on Wednesday night. The options market suggests an 8.5% move after EPS. Investors will focus on EV demand, the energy segment, & Optimus timeline. Tesla Earnings Are Due Wednesday Tesla $Tesla Motors(TSLA)$ ,the worldwide electric vehicle (EV) leader and a dynamic technology innovator, will report third-quarter 2025 earnings after the market close on Wednesday, October 22nd. Though Tesla has been one of the top-performing stocks since its IPO in July 2010 (with a 34,000% return), the stock has taken investors on a wild ride over the past few years. Namely, Tesla has had to weather new tariff policies, a slowing EV market, higher interest rates, and increased competition. Additionally, Tesla and its iconic

Momentum Meets Uncertainty

Barcode

2025-10-07

$NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$ $SPDR S&P 500 ETF Trust(SPY)$ 🔥📉💭 History Rhymes Before It Crashes 📈🧠🔥 🧠 The 1998 “Fake Top” That Wasn’t In September 1998, Time magazine ran a cover asking “Is the boom over?” The S&P 500 had just fallen nearly 20 % in weeks amid the LTCM collapse and Russian default. Sentiment was shaken, headlines were gloomy, and many assumed the cycle had peaked. Yet what followed wasn’t a collapse. It was an 18-month melt-up that became one of the most powerful speculative waves in modern financial history, peaking in March 2000. 💻 Then: Speculation Without Substance The poster child of that era was Pets.com, a company

许智玮

2025-10-16

$NVIDIA(NVDA)$ Easy [Cool] [Allin] $XPENG-W(09868)$ $SingPost(S08.SI)$ $Duolingo, Inc.(DUOL)$ $iQiyi Inc.(IQ)$

{"data":{"themeId":"b623edd7535c4a7a89577ea8d9d50c50","name":"Are There Still Stocks Like Nvidia 15 Years Ago?","description":"Fifteen years ago, Nvidia was “just” a gaming GPU company. Ten years ago, Tesla was dismissed as a niche EV maker. Five years ago, Palantir was still trying to prove its business model. Today, all three are household names—and their early believers are sitting on life-changing returns.\nWhich emerging companies do you think have true moat-based innovation potential?\nDo you agree that timing and conviction (like recognizing Nvidia’s iPhone moment) matter more than holding for 15 years?","image":"https://community-static.tradeup.com/news/187a191e57cb1313b5da2207a50ecb19","type":0,"style":1,"follow":false,"createTime":1757639178597,"userCounts":2,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":b623edd7535c4a7a89577ea8d9d50c50}&rnconfig={\"headerBarHidden\": true}","subscribe":false,"allowSubscriptionFinancial":false,"subscriberCount":0,"allowFollow":true,"hasReward":true,"rewardScore":1000,"rewardValidDate":1758211200000,"rewardEnd":true,"symbols":[],"tweetCounts":50,"categoryId":"7cbb30544f7e4946acd0f699136a7d66","options":[],"votedOptionId":"","totalUserCount":0,"followStatus":false,"themeName":"Are There Still Stocks Like Nvidia 15 Years Ago?","tweetAmount":50,"imageIsDefault":false,"aiDerivativeIssues":[]},"tab":"essen","allList":[{"id":598745645991384,"gmtCreate":1787219793822,"gmtModify":1787221091032,"author":{"id":"4243471472442452","authorId":"4243471472442452","name":"Bossy Hsu","avatar":"https://community-static.tradeup.com/news/be380e33bd3f32ca2a7b8486c70cffd7","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4243471472442452","idStr":"4243471472442452"},"themes":[],"title":"","htmlText":"#","listText":"#","text":"#","images":[{"img":"https://community-static.tradeup.com/news/3fe93dd8e8efdb3df73b8a44a8b88bb0","width":"933","height":"1483"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/598745645991384","isVote":1,"tweetType":1,"viewCount":511,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":491550771868064,"gmtCreate":1761030074773,"gmtModify":1761032160365,"author":{"id":"3573184649723588","authorId":"3573184649723588","name":"许智玮","avatar":"https://static.tigerbbs.com/53b451d16cfc07005d49ebdffcd8a176","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573184649723588","idStr":"3573184649723588"},"themes":[],"title":"PayPal Stocks Rises","htmlText":"Key Points PayPal's stock <a href=\"https://ttm.financial/S/PYPL\">$PayPal(PYPL)$</a> increased by 2.7%, closing at $69.20 after trading as high as $69.47, with a trading volume down 14% from its average. Multiple analysts have rated PayPal positively, with an average price target of $83.44, showing strong confidence in the company's future performance. PayPal recently reported quarterly earnings of $1.40 per share, exceeding expectations, along with a revenue of $8.29 billion, indicating solid financial performance. PayPal Holdings, Inc shares rose 2.7% on Monday . The stock traded as high as $69.47 and last traded at $69.20. Approximately 9,948,219 shares traded hands during trading, a decline of 14% from the average daily volume of 11,612,486 shares. The stock had previously closed at $67","listText":"Key Points PayPal's stock <a href=\"https://ttm.financial/S/PYPL\">$PayPal(PYPL)$</a> increased by 2.7%, closing at $69.20 after trading as high as $69.47, with a trading volume down 14% from its average. Multiple analysts have rated PayPal positively, with an average price target of $83.44, showing strong confidence in the company's future performance. PayPal recently reported quarterly earnings of $1.40 per share, exceeding expectations, along with a revenue of $8.29 billion, indicating solid financial performance. PayPal Holdings, Inc shares rose 2.7% on Monday . The stock traded as high as $69.47 and last traded at $69.20. Approximately 9,948,219 shares traded hands during trading, a decline of 14% from the average daily volume of 11,612,486 shares. The stock had previously closed at $67","text":"Key Points PayPal's stock $PayPal(PYPL)$ increased by 2.7%, closing at $69.20 after trading as high as $69.47, with a trading volume down 14% from its average. Multiple analysts have rated PayPal positively, with an average price target of $83.44, showing strong confidence in the company's future performance. PayPal recently reported quarterly earnings of $1.40 per share, exceeding expectations, along with a revenue of $8.29 billion, indicating solid financial performance. PayPal Holdings, Inc shares rose 2.7% on Monday . The stock traded as high as $69.47 and last traded at $69.20. Approximately 9,948,219 shares traded hands during trading, a decline of 14% from the average daily volume of 11,612,486 shares. The stock had previously closed at $67","images":[{"img":"https://community-static.tradeup.com/news/74ee6e29fdd20e2548932085c08efae7","width":"730","height":"467"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":22,"commentSize":3,"repostSize":1,"link":"https://ttm.financial/post/491550771868064","isVote":1,"tweetType":1,"viewCount":5847,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010990","authorId":"10000000000010990","name":"Merle Ted","avatar":"https://static.tigerbbs.com/d0681550b13e51a8ffa4c08327616955","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010990","idStr":"10000000000010990"},"content":"Everybody has a theory. All I know is this company prints money, is highly profitable and is buying back huge numbers of shares. Time to let this undervalued stock run!","text":"Everybody has a theory. All I know is this company prints money, is highly profitable and is buying back huge numbers of shares. Time to let this undervalued stock run!","html":"Everybody has a theory. All I know is this company prints money, is highly profitable and is buying back huge numbers of shares. Time to let this undervalued stock run!"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":491543423287608,"gmtCreate":1761028377728,"gmtModify":1761029262555,"author":{"id":"3573184649723588","authorId":"3573184649723588","name":"许智玮","avatar":"https://static.tigerbbs.com/53b451d16cfc07005d49ebdffcd8a176","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573184649723588","idStr":"3573184649723588"},"themes":[],"title":"Momentum Meets Uncertainty","htmlText":"Key Takeaways Tesla will report Q3 EPS on Wednesday night. The options market suggests an 8.5% move after EPS. Investors will focus on EV demand, the energy segment, &amp; Optimus timeline. Tesla Earnings Are Due Wednesday Tesla <a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> ,the worldwide electric vehicle (EV) leader and a dynamic technology innovator, will report third-quarter 2025 earnings after the market close on Wednesday, October 22nd. Though Tesla has been one of the top-performing stocks since its IPO in July 2010 (with a 34,000% return), the stock has taken investors on a wild ride over the past few years. Namely, Tesla has had to weather new tariff policies, a slowing EV market, higher interest rates, and increased competition. Additionally, Tesla and its iconic","listText":"Key Takeaways Tesla will report Q3 EPS on Wednesday night. The options market suggests an 8.5% move after EPS. Investors will focus on EV demand, the energy segment, &amp; Optimus timeline. Tesla Earnings Are Due Wednesday Tesla <a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> ,the worldwide electric vehicle (EV) leader and a dynamic technology innovator, will report third-quarter 2025 earnings after the market close on Wednesday, October 22nd. Though Tesla has been one of the top-performing stocks since its IPO in July 2010 (with a 34,000% return), the stock has taken investors on a wild ride over the past few years. Namely, Tesla has had to weather new tariff policies, a slowing EV market, higher interest rates, and increased competition. Additionally, Tesla and its iconic","text":"Key Takeaways Tesla will report Q3 EPS on Wednesday night. The options market suggests an 8.5% move after EPS. Investors will focus on EV demand, the energy segment, & Optimus timeline. Tesla Earnings Are Due Wednesday Tesla $Tesla Motors(TSLA)$ ,the worldwide electric vehicle (EV) leader and a dynamic technology innovator, will report third-quarter 2025 earnings after the market close on Wednesday, October 22nd. Though Tesla has been one of the top-performing stocks since its IPO in July 2010 (with a 34,000% return), the stock has taken investors on a wild ride over the past few years. Namely, Tesla has had to weather new tariff policies, a slowing EV market, higher interest rates, and increased competition. Additionally, Tesla and its iconic","images":[{"img":"https://community-static.tradeup.com/news/02408e569faf334a7a0bf100e479eee9","width":"1200","height":"800"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":18,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/491543423287608","isVote":1,"tweetType":1,"viewCount":4984,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000196","authorId":"9000000000000196","name":"RalphWood","avatar":"https://static.tigerbbs.com/b9375ece8939095541554d14ce83b2fa","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000196","idStr":"9000000000000196"},"content":"Exciting times ahead","text":"Exciting times ahead","html":"Exciting times ahead"},{"author":{"id":"10000000000010991","authorId":"10000000000010991","name":"Venus Reade","avatar":"https://static.tigerbbs.com/38b1d941a51e1a5f1ca29e3f8ce62213","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010991","idStr":"10000000000010991"},"content":"Tesla is a great CAR company that should trade at a generous p/e of let’s say 25, so $42.5 per share.","text":"Tesla is a great CAR company that should trade at a generous p/e of let’s say 25, so $42.5 per share.","html":"Tesla is a great CAR company that should trade at a generous p/e of let’s say 25, so $42.5 per share."}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":489900809708136,"gmtCreate":1760627973300,"gmtModify":1760628825164,"author":{"id":"3573184649723588","authorId":"3573184649723588","name":"许智玮","avatar":"https://static.tigerbbs.com/53b451d16cfc07005d49ebdffcd8a176","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573184649723588","idStr":"3573184649723588"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Easy&nbsp;[Cool]&nbsp;&nbsp;[Allin]&nbsp; <a href=\"https://ttm.financial/S/09868\">$XPENG-W(09868)$&nbsp;</a>&nbsp;<a href=\"https://ttm.financial/S/S08.SI\">$SingPost(S08.SI)$&nbsp;</a>&nbsp;<a href=\"https://ttm.financial/S/DUOL\">$Duolingo, Inc.(DUOL)$&nbsp;</a>&nbsp;<a href=\"https://ttm.financial/S/IQ\">$iQiyi Inc.(IQ)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Easy&nbsp;[Cool]&nbsp;&nbsp;[Allin]&nbsp; <a href=\"https://ttm.financial/S/09868\">$XPENG-W(09868)$&nbsp;</a>&nbsp;<a href=\"https://ttm.financial/S/S08.SI\">$SingPost(S08.SI)$&nbsp;</a>&nbsp;<a href=\"https://ttm.financial/S/DUOL\">$Duolingo, Inc.(DUOL)$&nbsp;</a>&nbsp;<a href=\"https://ttm.financial/S/IQ\">$iQiyi Inc.(IQ)$&nbsp;</a>&nbsp;","text":"$NVIDIA(NVDA)$ Easy [Cool] [Allin] $XPENG-W(09868)$ $SingPost(S08.SI)$ $Duolingo, Inc.(DUOL)$ $iQiyi Inc.(IQ)$","images":[{"img":"https://community-static.tradeup.com/news/837823503a2eb9ad6599895b8264cccc","width":"588","height":"1112"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":25,"commentSize":1,"repostSize":18,"link":"https://ttm.financial/post/489900809708136","isVote":1,"tweetType":1,"viewCount":5153,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":486536880558528,"gmtCreate":1759813866173,"gmtModify":1759813873923,"author":{"id":"4171900329979952","authorId":"4171900329979952","name":"Barcode","avatar":"https://community-static.tradeup.com/news/6688d8fb4c2a255e3b901e79755e56df","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4171900329979952","idStr":"4171900329979952"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> <a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> <a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$</a>&nbsp;🔥📉💭 History Rhymes Before It Crashes 📈🧠🔥 🧠 The 1998 “Fake Top” That Wasn’t In September 1998, Time magazine ran a cover asking “Is the boom over?” The S&amp;P 500 had just fallen nearly 20 % in weeks amid the LTCM collapse and Russian default. Sentiment was shaken, headlines were gloomy, and many assumed the cycle had peaked. Yet what followed wasn’t a collapse. It was an 18-month melt-up that became one of the most powerful speculative waves in modern financial history, peaking in March 2000. 💻 Then: Speculation Without Substance The poster child of that era was Pets.com, a company","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> <a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> <a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$</a>&nbsp;🔥📉💭 History Rhymes Before It Crashes 📈🧠🔥 🧠 The 1998 “Fake Top” That Wasn’t In September 1998, Time magazine ran a cover asking “Is the boom over?” The S&amp;P 500 had just fallen nearly 20 % in weeks amid the LTCM collapse and Russian default. Sentiment was shaken, headlines were gloomy, and many assumed the cycle had peaked. Yet what followed wasn’t a collapse. It was an 18-month melt-up that became one of the most powerful speculative waves in modern financial history, peaking in March 2000. 💻 Then: Speculation Without Substance The poster child of that era was Pets.com, a company","text":"$NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$ $SPDR S&P 500 ETF Trust(SPY)$ 🔥📉💭 History Rhymes Before It Crashes 📈🧠🔥 🧠 The 1998 “Fake Top” That Wasn’t In September 1998, Time magazine ran a cover asking “Is the boom over?” The S&P 500 had just fallen nearly 20 % in weeks amid the LTCM collapse and Russian default. Sentiment was shaken, headlines were gloomy, and many assumed the cycle had peaked. Yet what followed wasn’t a collapse. It was an 18-month melt-up that became one of the most powerful speculative waves in modern financial history, peaking in March 2000. 💻 Then: Speculation Without Substance The poster child of that era was Pets.com, a company","images":[{"img":"https://community-static.tradeup.com/news/e8f160fe6375d7a572fdc13d5f9b34fb","width":"945","height":"1246"},{"img":"https://community-static.tradeup.com/news/47ae0834351503e73536ee67b3d271f3","width":"945","height":"801"},{"img":"https://community-static.tradeup.com/news/e5ea24ee72884c3c13663deac33645e3","width":"1170","height":"3282"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":5,"repostSize":9,"link":"https://ttm.financial/post/486536880558528","isVote":1,"tweetType":1,"viewCount":4621,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4186117467483482","authorId":"4186117467483482","name":"Cool Cat Winston","avatar":"https://community-static.tradeup.com/news/00bf531d62a6793687bac561025edfdb","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"4186117467483482","idStr":"4186117467483482"},"content":"📰I remember that 1998 cover well and the panic around LTCM. The SPX reversal into 2000 was extraordinary. The comparison with $NVDA’s $46B quarterly revenue versus Pets.com’s $9M is such a sharp way to frame the scale shift.","text":"📰I remember that 1998 cover well and the panic around LTCM. The SPX reversal into 2000 was extraordinary. The comparison with $NVDA’s $46B quarterly revenue versus Pets.com’s $9M is such a sharp way to frame the scale shift.","html":"📰I remember that 1998 cover well and the panic around LTCM. The SPX reversal into 2000 was extraordinary. The comparison with $NVDA’s $46B quarterly revenue versus Pets.com’s $9M is such a sharp way to frame the scale shift."},{"author":{"id":"4172287591330932","authorId":"4172287591330932","name":"Hen Solo","avatar":"https://community-static.tradeup.com/news/e8f9d57b757c07c87986ef8a0be25085","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"4172287591330932","idStr":"4172287591330932"},"content":"⚡The industrial-scale AI argument is compelling. $AMD alongside $NVDA really highlights how different this is from the dotcom era’s hype cycle. The earnings power and sovereign demand backdrop completely change the dynamic.","text":"⚡The industrial-scale AI argument is compelling. $AMD alongside $NVDA really highlights how different this is from the dotcom era’s hype cycle. The earnings power and sovereign demand backdrop completely change the dynamic.","html":"⚡The industrial-scale AI argument is compelling. $AMD alongside $NVDA really highlights how different this is from the dotcom era’s hype cycle. The earnings power and sovereign demand backdrop completely change the dynamic."}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":481840887882176,"gmtCreate":1758670870952,"gmtModify":1758678938808,"author":{"id":"3559903464518522","authorId":"3559903464518522","name":"chandon99","avatar":"https://community-static.tradeup.com/news/08f57baddeafe8e815f418f95b585e63","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3559903464518522","idStr":"3559903464518522"},"themes":[],"title":"Cash Boost Lucky Draw","htmlText":"Find out more here:<a href=\"https://tigr.link/s/90CL8NY\">Cash Boost Lucky Draw</a> Hey friend! Tap to help me out and get a mystery gift for yourself—check it out now!","listText":"Find out more here:<a href=\"https://tigr.link/s/90CL8NY\">Cash Boost Lucky Draw</a> Hey friend! Tap to help me out and get a mystery gift for yourself—check it out now!","text":"Find out more here:Cash Boost Lucky Draw Hey friend! Tap to help me out and get a mystery gift for yourself—check it out now!","images":[{"img":"https://static.tigerbbs.com/b1474c0816422c59974bd9bee42bb226"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/481840887882176","isVote":1,"tweetType":1,"viewCount":3026,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":478638596785008,"gmtCreate":1757886797678,"gmtModify":1757900157182,"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3559581955535845","idStr":"3559581955535845"},"themes":[],"title":"","htmlText":"🌟🌟🌟Oklo <a href=\"https://ttm.financial/S/OKLO\"> $Oklo Inc.(OKLO)$ </a>is&nbsp; one of the most electrifying moonshots in the market right now.&nbsp; If Nvidia is the brain of AI, Oklo wants to be its power source.&nbsp; Oklo is offering modular nuclear reactors that could fuel the next generation of data centers, smart cities and energy hungry innovation. Oklo is up a massive 1,200% in just 1 year! What is fueling Oklo's hype? AI and Energy Nexus: As AI models&nbsp; grow, energy demand is exploding.&nbsp; Oklo's SMRs offer on site zero emission power for data centers. Colocation Strategy:&nbsp; Partnering with <a href=\"https://ttm.financial/S/VRT\"> $Vertiv Holdings LLC(VRT)$ </a>to integrate cooling &amp; power systems directly into facilities. Oklo has Federal backing as it has been sele","listText":"🌟🌟🌟Oklo <a href=\"https://ttm.financial/S/OKLO\"> $Oklo Inc.(OKLO)$ </a>is&nbsp; one of the most electrifying moonshots in the market right now.&nbsp; If Nvidia is the brain of AI, Oklo wants to be its power source.&nbsp; Oklo is offering modular nuclear reactors that could fuel the next generation of data centers, smart cities and energy hungry innovation. Oklo is up a massive 1,200% in just 1 year! What is fueling Oklo's hype? AI and Energy Nexus: As AI models&nbsp; grow, energy demand is exploding.&nbsp; Oklo's SMRs offer on site zero emission power for data centers. Colocation Strategy:&nbsp; Partnering with <a href=\"https://ttm.financial/S/VRT\"> $Vertiv Holdings LLC(VRT)$ </a>to integrate cooling &amp; power systems directly into facilities. Oklo has Federal backing as it has been sele","text":"🌟🌟🌟Oklo $Oklo Inc.(OKLO)$ is one of the most electrifying moonshots in the market right now. If Nvidia is the brain of AI, Oklo wants to be its power source. Oklo is offering modular nuclear reactors that could fuel the next generation of data centers, smart cities and energy hungry innovation. Oklo is up a massive 1,200% in just 1 year! What is fueling Oklo's hype? AI and Energy Nexus: As AI models grow, energy demand is exploding. Oklo's SMRs offer on site zero emission power for data centers. Colocation Strategy: Partnering with $Vertiv Holdings LLC(VRT)$ to integrate cooling & power systems directly into facilities. Oklo has Federal backing as it has been sele","images":[{"img":"https://community-static.tradeup.com/news/b338fe643ca7f844c72ff67b4671541d"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":16,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/478638596785008","isVote":1,"tweetType":1,"viewCount":5279,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":478633198637624,"gmtCreate":1757885445303,"gmtModify":1757900152603,"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3559581955535845","idStr":"3559581955535845"},"themes":[],"title":"","htmlText":"🌟🌟🌟<a href=\"https://ttm.financial/S/SLDP\"> $Solid Power, Inc(SLDP)$ </a>wants to be the heart of the EV revolution, pumping out solid state batteries that could redefine safety&nbsp;&nbsp; range and charging speed. Why <a href=\"https://ttm.financial/S/SLDP\"> $Solid Power, Inc(SLDP)$ </a>could be a game changer : Solid&nbsp; Power's Tech Edge is producing sulfide based solid state batteries.&nbsp;&nbsp; These batteries are safer, faster charging and longer lasting than lithium ion. Its Moat is IP and partnerships with BMW and Ford.&nbsp; Narrative Appeal :&nbsp; Solid Power is positioned as a picks and shovels play in the EV gold rush. Solid Power is still in its early stages of growth as commercial rollout us expected in 2026.&nbsp; However the potential is huge as EV is here to stay.","listText":"🌟🌟🌟<a href=\"https://ttm.financial/S/SLDP\"> $Solid Power, Inc(SLDP)$ </a>wants to be the heart of the EV revolution, pumping out solid state batteries that could redefine safety&nbsp;&nbsp; range and charging speed. Why <a href=\"https://ttm.financial/S/SLDP\"> $Solid Power, Inc(SLDP)$ </a>could be a game changer : Solid&nbsp; Power's Tech Edge is producing sulfide based solid state batteries.&nbsp;&nbsp; These batteries are safer, faster charging and longer lasting than lithium ion. Its Moat is IP and partnerships with BMW and Ford.&nbsp; Narrative Appeal :&nbsp; Solid Power is positioned as a picks and shovels play in the EV gold rush. Solid Power is still in its early stages of growth as commercial rollout us expected in 2026.&nbsp; However the potential is huge as EV is here to stay.","text":"🌟🌟🌟 $Solid Power, Inc(SLDP)$ wants to be the heart of the EV revolution, pumping out solid state batteries that could redefine safety range and charging speed. Why $Solid Power, Inc(SLDP)$ could be a game changer : Solid Power's Tech Edge is producing sulfide based solid state batteries. These batteries are safer, faster charging and longer lasting than lithium ion. Its Moat is IP and partnerships with BMW and Ford. Narrative Appeal : Solid Power is positioned as a picks and shovels play in the EV gold rush. Solid Power is still in its early stages of growth as commercial rollout us expected in 2026. However the potential is huge as EV is here to stay.","images":[{"img":"https://community-static.tradeup.com/news/e864edaf20ee63f5b49a638fe1c06951"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":17,"commentSize":0,"repostSize":12,"link":"https://ttm.financial/post/478633198637624","isVote":1,"tweetType":1,"viewCount":3842,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":478629707793016,"gmtCreate":1757884597173,"gmtModify":1757884602890,"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3559581955535845","idStr":"3559581955535845"},"themes":[],"title":"","htmlText":"🌟🌟🌟If Nvidia is the brain of the AI revolution, Rocket Lab <a href=\"https://ttm.financial/S/RKLB\"> $Rocket Lab USA, Inc.(RKLB)$ </a>wants to be the arms and legs of orbital infrastructure.&nbsp; Rocket Lab isn't just launching rockets.&nbsp; It is building an end to end space platform, from launch to satellite buses to laser comms. Rocket Lab is winning contracts from NASA, US Space Force and European agencies. Analysts like Roth Capital and Needham have lifted price targets to USD 60 and USD 55 respectively. Space is the final frontier and myriad possibilities are waiting to be discovered.&nbsp; Rocket Lab is just at the start of its exponential growth ahead. <a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/9000000000000149\"> @Tiger</a>","listText":"🌟🌟🌟If Nvidia is the brain of the AI revolution, Rocket Lab <a href=\"https://ttm.financial/S/RKLB\"> $Rocket Lab USA, Inc.(RKLB)$ </a>wants to be the arms and legs of orbital infrastructure.&nbsp; Rocket Lab isn't just launching rockets.&nbsp; It is building an end to end space platform, from launch to satellite buses to laser comms. Rocket Lab is winning contracts from NASA, US Space Force and European agencies. Analysts like Roth Capital and Needham have lifted price targets to USD 60 and USD 55 respectively. Space is the final frontier and myriad possibilities are waiting to be discovered.&nbsp; Rocket Lab is just at the start of its exponential growth ahead. <a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/9000000000000149\"> @Tiger</a>","text":"🌟🌟🌟If Nvidia is the brain of the AI revolution, Rocket Lab $Rocket Lab USA, Inc.(RKLB)$ wants to be the arms and legs of orbital infrastructure. Rocket Lab isn't just launching rockets. It is building an end to end space platform, from launch to satellite buses to laser comms. Rocket Lab is winning contracts from NASA, US Space Force and European agencies. Analysts like Roth Capital and Needham have lifted price targets to USD 60 and USD 55 respectively. Space is the final frontier and myriad possibilities are waiting to be discovered. Rocket Lab is just at the start of its exponential growth ahead. @Tiger_comments @Tiger","images":[{"img":"https://community-static.tradeup.com/news/97dd54de5695d71a684d46ded569674d"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":62,"commentSize":6,"repostSize":286,"link":"https://ttm.financial/post/478629707793016","isVote":1,"tweetType":1,"viewCount":12383,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4177091953498732","authorId":"4177091953498732","name":"小鱼儿爱吃鱼","avatar":"https://community-static.tradeup.com/news/d68c36eb9bf7d29d2c73740cf32697cf","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"4177091953498732","idStr":"4177091953498732"},"content":"What price is suitable for entry","text":"What price is suitable for entry","html":"What price is suitable for entry"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":478495332081856,"gmtCreate":1757851784324,"gmtModify":1757921345418,"author":{"id":"4147681045299222","authorId":"4147681045299222","name":"Isleigh","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4147681045299222","idStr":"4147681045299222"},"themes":[],"title":"Are You Holding the Next Nvidia?","htmlText":"15 years ago, Nvidia was powering games. Today, it's powering the AI revolution. The real edge? Not just what the company built, but when it aligned with the world's biggest trend. Same goes for Tesla with EV adoption and Palantir with data warfare. 🔍 So who's next? My radar is on: SoundHound (SOUN) – Voice AI leader, quietly partnering with automakers. Reminds me of early Nvidia: niche but essential. Symbotic (SYM) – Warehouse AI automation. Massive TAM, real revenue, and Walmart as a backer. Astera Labs – IPO soon. Makes connectivity chips vital to AI data centers. It's flying under the radar... for now. 🎯 Timing matters more than just holding forever. Spotting a company's iPhone moment&nbsp; — like Nvidia's AI pivot — gives asymmetric upside. You don't need to wait 15 years if you enter","listText":"15 years ago, Nvidia was powering games. Today, it's powering the AI revolution. The real edge? Not just what the company built, but when it aligned with the world's biggest trend. Same goes for Tesla with EV adoption and Palantir with data warfare. 🔍 So who's next? My radar is on: SoundHound (SOUN) – Voice AI leader, quietly partnering with automakers. Reminds me of early Nvidia: niche but essential. Symbotic (SYM) – Warehouse AI automation. Massive TAM, real revenue, and Walmart as a backer. Astera Labs – IPO soon. Makes connectivity chips vital to AI data centers. It's flying under the radar... for now. 🎯 Timing matters more than just holding forever. Spotting a company's iPhone moment&nbsp; — like Nvidia's AI pivot — gives asymmetric upside. You don't need to wait 15 years if you enter","text":"15 years ago, Nvidia was powering games. Today, it's powering the AI revolution. The real edge? Not just what the company built, but when it aligned with the world's biggest trend. Same goes for Tesla with EV adoption and Palantir with data warfare. 🔍 So who's next? My radar is on: SoundHound (SOUN) – Voice AI leader, quietly partnering with automakers. Reminds me of early Nvidia: niche but essential. Symbotic (SYM) – Warehouse AI automation. Massive TAM, real revenue, and Walmart as a backer. Astera Labs – IPO soon. Makes connectivity chips vital to AI data centers. It's flying under the radar... for now. 🎯 Timing matters more than just holding forever. Spotting a company's iPhone moment — like Nvidia's AI pivot — gives asymmetric upside. You don't need to wait 15 years if you enter","images":[{"img":"https://community-static.tradeup.com/news/6fe6c3aceb374935ba22c97cf343b1a5","width":"1024","height":"1536"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":8,"commentSize":2,"repostSize":2,"link":"https://ttm.financial/post/478495332081856","isVote":1,"tweetType":1,"viewCount":6908,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574752437126777","authorId":"3574752437126777","name":"1PC","avatar":"https://community-static.tradeup.com/news/d93d931cb700e24c910644542320e877","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"3574752437126777","idStr":"3574752437126777"},"content":"Good idea 💡👍 @Jes86188 @koolgal @Shyon @Shernice軒嬣 2000 @Aqa @JC888 @Barcode","text":"Good idea 💡👍 @Jes86188 @koolgal @Shyon @Shernice軒嬣 2000 @Aqa @JC888 @Barcode","html":"Good idea 💡👍 @Jes86188 @koolgal @Shyon @Shernice軒嬣 2000 @Aqa @JC888 @Barcode"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":478340276495024,"gmtCreate":1757813949693,"gmtModify":1757815891927,"author":{"id":"4176423247955812","authorId":"4176423247955812","name":"Lanceljx","avatar":"https://community-static.tradeup.com/news/09909b81957df6057776741ed24e12fe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4176423247955812","idStr":"4176423247955812"},"themes":[],"title":"","htmlText":"Here is a concise, research-backed shortlist of emerging companies with credible, moat-shaped innovation—plus a view on timing vs. time-holding. Candidates to study now (by theme) Databricks (AI data + platforms, private) — Scale and switching costs: &gt;$4B revenue run-rate, &gt;140% NRR, $1B+ AI run-rate; deep enterprise embed builds defensibility against hyperscalers. Key risk: platform overlap with cloud vendors.&nbsp; Groq (AI inference hardware, private) — Purpose-built LPU architecture for low-latency, high-throughput inference; offers differentiated price-performance for LLM serving. Watch for multi-year contracts beyond early adopters. Key risk: capital intensity and ecosystem/tooling maturity.&nbsp; Cerebras Systems (AI compute, private) — Unique wafer-scale chips (WSE-3) with re","listText":"Here is a concise, research-backed shortlist of emerging companies with credible, moat-shaped innovation—plus a view on timing vs. time-holding. Candidates to study now (by theme) Databricks (AI data + platforms, private) — Scale and switching costs: &gt;$4B revenue run-rate, &gt;140% NRR, $1B+ AI run-rate; deep enterprise embed builds defensibility against hyperscalers. Key risk: platform overlap with cloud vendors.&nbsp; Groq (AI inference hardware, private) — Purpose-built LPU architecture for low-latency, high-throughput inference; offers differentiated price-performance for LLM serving. Watch for multi-year contracts beyond early adopters. Key risk: capital intensity and ecosystem/tooling maturity.&nbsp; Cerebras Systems (AI compute, private) — Unique wafer-scale chips (WSE-3) with re","text":"Here is a concise, research-backed shortlist of emerging companies with credible, moat-shaped innovation—plus a view on timing vs. time-holding. Candidates to study now (by theme) Databricks (AI data + platforms, private) — Scale and switching costs: >$4B revenue run-rate, >140% NRR, $1B+ AI run-rate; deep enterprise embed builds defensibility against hyperscalers. Key risk: platform overlap with cloud vendors. Groq (AI inference hardware, private) — Purpose-built LPU architecture for low-latency, high-throughput inference; offers differentiated price-performance for LLM serving. Watch for multi-year contracts beyond early adopters. Key risk: capital intensity and ecosystem/tooling maturity. Cerebras Systems (AI compute, private) — Unique wafer-scale chips (WSE-3) with re","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/478340276495024","isVote":1,"tweetType":1,"viewCount":2988,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":478268649665200,"gmtCreate":1757796462674,"gmtModify":1757796466198,"author":{"id":"4181877949416372","authorId":"4181877949416372","name":"AN88","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4181877949416372","idStr":"4181877949416372"},"themes":[],"title":"","htmlText":"Yes and they are still going","listText":"Yes and they are still going","text":"Yes and they are still going","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/478268649665200","isVote":1,"tweetType":1,"viewCount":3293,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":478229331190368,"gmtCreate":1757786845523,"gmtModify":1757786849467,"author":{"id":"4125532638806262","authorId":"4125532638806262","name":"ECLC","avatar":"https://community-static.tradeup.com/news/09fb0c58bc7fe8c4936dcdd44711a4e0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4125532638806262","idStr":"4125532638806262"},"themes":[],"title":"","htmlText":"Possible. It is likely just guessing or it would be too easy to hit right and be rich. Timing and conviction is important.","listText":"Possible. It is likely just guessing or it would be too easy to hit right and be rich. Timing and conviction is important.","text":"Possible. It is likely just guessing or it would be too easy to hit right and be rich. Timing and conviction is important.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/478229331190368","isVote":1,"tweetType":1,"viewCount":3701,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":478170115428688,"gmtCreate":1757772475945,"gmtModify":1757772480236,"author":{"id":"4087165752269620","authorId":"4087165752269620","name":"Subramanyan","avatar":"https://community-static.tradeup.com/news/988f54e3be728c81c5f2a2af190b67fb","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4087165752269620","idStr":"4087165752269620"},"themes":[],"title":"","htmlText":"I personally feel the next Nvidia like stock is unlikely to be from the IT sector. It is likely to be from a totally new field. My personal favourite is a company like<a href=\"https://ttm.financial/S/JOBY\">$Joby Aviation, Inc.(JOBY)$&nbsp;</a> . It is more of a conviction pick.","listText":"I personally feel the next Nvidia like stock is unlikely to be from the IT sector. It is likely to be from a totally new field. My personal favourite is a company like<a href=\"https://ttm.financial/S/JOBY\">$Joby Aviation, Inc.(JOBY)$&nbsp;</a> . It is more of a conviction pick.","text":"I personally feel the next Nvidia like stock is unlikely to be from the IT sector. It is likely to be from a totally new field. My personal favourite is a company like$Joby Aviation, Inc.(JOBY)$ . It is more of a conviction pick.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":61,"commentSize":2,"repostSize":351,"link":"https://ttm.financial/post/478170115428688","isVote":1,"tweetType":1,"viewCount":14670,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":478159170199944,"gmtCreate":1757769814852,"gmtModify":1757769818527,"author":{"id":"4096093486770560","authorId":"4096093486770560","name":"highhand","avatar":"https://community-static.tradeup.com/news/200574f2d0554f4c05c65c156ddc6e73","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4096093486770560","idStr":"4096093486770560"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/ORCL\">$Oracle(ORCL)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Maybe oracle.... Current forward PE only about 50 while PLTR is 200+.... Watch it and buy the dip.","listText":"<a href=\"https://ttm.financial/S/ORCL\">$Oracle(ORCL)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Maybe oracle.... Current forward PE only about 50 while PLTR is 200+.... Watch it and buy the dip.","text":"$Oracle(ORCL)$ Maybe oracle.... Current forward PE only about 50 while PLTR is 200+.... Watch it and buy the dip.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":18,"commentSize":2,"repostSize":13,"link":"https://ttm.financial/post/478159170199944","isVote":1,"tweetType":1,"viewCount":6580,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":478115541439360,"gmtCreate":1757759208707,"gmtModify":1757759212630,"author":{"id":"3572916667219493","authorId":"3572916667219493","name":"Zarkness","avatar":"https://static.tigerbbs.com/4b8c61830c4883c4232aece921d89d14","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572916667219493","idStr":"3572916667219493"},"themes":[],"title":"","htmlText":"Of cos there would be ! The magic of stock market is always there will be a new born coming to become the next winner. Ps… there is far more losers then winners … just rem to stay protected and not overly . ❤️🌹","listText":"Of cos there would be ! The magic of stock market is always there will be a new born coming to become the next winner. Ps… there is far more losers then winners … just rem to stay protected and not overly . ❤️🌹","text":"Of cos there would be ! The magic of stock market is always there will be a new born coming to become the next winner. Ps… there is far more losers then winners … just rem to stay protected and not overly . ❤️🌹","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/478115541439360","isVote":1,"tweetType":1,"viewCount":3408,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":478189822017952,"gmtCreate":1757751980083,"gmtModify":1757755276903,"author":{"id":"4091758936365950","authorId":"4091758936365950","name":"MHh","avatar":"https://static.tigerbbs.com/54b2feced9ef5dcc9e95997d1f4db280","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4091758936365950","idStr":"4091758936365950"},"themes":[],"title":"","htmlText":"I have not identified any stock with such potential that also fit my risk appetite. We can probably identify new energy, AI and technology as the new industries of the future with potential for much growth. However, within each industry, it is hard to identify the winner so early on. For my risk appetite, I prefer to have some clarity before putting my money in. I think it is better to earn less than to lose money. After all, if I identify a stock that I am willing to put in money, it will be likely a small position that gives small absolute profit versus my conviction at a later time to put in more to yield a bigger profit margin. While waiting for this clarity, putting my money in winner stocks could yield better returns. So, I definitely agree that recognising the iPhone moment is mor","listText":"I have not identified any stock with such potential that also fit my risk appetite. We can probably identify new energy, AI and technology as the new industries of the future with potential for much growth. However, within each industry, it is hard to identify the winner so early on. For my risk appetite, I prefer to have some clarity before putting my money in. I think it is better to earn less than to lose money. After all, if I identify a stock that I am willing to put in money, it will be likely a small position that gives small absolute profit versus my conviction at a later time to put in more to yield a bigger profit margin. While waiting for this clarity, putting my money in winner stocks could yield better returns. So, I definitely agree that recognising the iPhone moment is mor","text":"I have not identified any stock with such potential that also fit my risk appetite. We can probably identify new energy, AI and technology as the new industries of the future with potential for much growth. However, within each industry, it is hard to identify the winner so early on. For my risk appetite, I prefer to have some clarity before putting my money in. I think it is better to earn less than to lose money. After all, if I identify a stock that I am willing to put in money, it will be likely a small position that gives small absolute profit versus my conviction at a later time to put in more to yield a bigger profit margin. While waiting for this clarity, putting my money in winner stocks could yield better returns. So, I definitely agree that recognising the iPhone moment is mor","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/478189822017952","isVote":1,"tweetType":1,"viewCount":3580,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":478169757279064,"gmtCreate":1757746966411,"gmtModify":1757746971358,"author":{"id":"4215910355431712","authorId":"4215910355431712","name":"Atuatasi","avatar":"https://community-static.tradeup.com/news/b78fbdc1a7b751b2ee761a25d0eb53f9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4215910355431712","idStr":"4215910355431712"},"themes":[],"title":"","htmlText":"Couldn't count stocks out and stocks in then it would useful for AI","listText":"Couldn't count stocks out and stocks in then it would useful for AI","text":"Couldn't count stocks out and stocks in then it would useful for AI","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/478169757279064","isVote":1,"tweetType":1,"viewCount":3526,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":478120273182744,"gmtCreate":1757734982445,"gmtModify":1757735860541,"author":{"id":"4116244607937712","authorId":"4116244607937712","name":"jackerol","avatar":"https://community-static.tradeup.com/news/d6dfffab528dc9552fa83bc35604ac71","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4116244607937712","idStr":"4116244607937712"},"themes":[],"title":"","htmlText":"Based on the question, I think the key word is “conviction” to constantly innovate and evolve, in that case maybe understanding the profile of the leader/founder/ceo and his mgmt team is one important consideration to identify the next “Nvda” over a longer timeframe or 10-15 years?","listText":"Based on the question, I think the key word is “conviction” to constantly innovate and evolve, in that case maybe understanding the profile of the leader/founder/ceo and his mgmt team is one important consideration to identify the next “Nvda” over a longer timeframe or 10-15 years?","text":"Based on the question, I think the key word is “conviction” to constantly innovate and evolve, in that case maybe understanding the profile of the leader/founder/ceo and his mgmt team is one important consideration to identify the next “Nvda” over a longer timeframe or 10-15 years?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/478120273182744","isVote":1,"tweetType":1,"viewCount":3890,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":478102207144280,"gmtCreate":1757730472509,"gmtModify":1757931295009,"author":{"id":"4176423247955812","authorId":"4176423247955812","name":"Lanceljx","avatar":"https://community-static.tradeup.com/news/09909b81957df6057776741ed24e12fe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4176423247955812","idStr":"4176423247955812"},"themes":[],"title":"","htmlText":"I’d agree that timing and conviction often matter more than simply holding for a long horizon. Nvidia, Tesla, and Palantir all had clear inflection points where their narrative shifted from “niche” to “mainstream,” and the outsized returns went to investors who recognised those moments early. As for emerging names with moat-based innovation potential, I’d keep an eye on companies in AI infrastructure (e.g., semiconductor design beyond GPUs), synthetic biology, and energy storage. The common thread is that these sectors have steep barriers to entry, compounding advantages from scale or data, and long runways for growth. Holding for 15 years only works if the company keeps compounding. But recognising the “iPhone moment”—where technology meets mass adoption—is what really separates exponenti","listText":"I’d agree that timing and conviction often matter more than simply holding for a long horizon. Nvidia, Tesla, and Palantir all had clear inflection points where their narrative shifted from “niche” to “mainstream,” and the outsized returns went to investors who recognised those moments early. As for emerging names with moat-based innovation potential, I’d keep an eye on companies in AI infrastructure (e.g., semiconductor design beyond GPUs), synthetic biology, and energy storage. The common thread is that these sectors have steep barriers to entry, compounding advantages from scale or data, and long runways for growth. Holding for 15 years only works if the company keeps compounding. But recognising the “iPhone moment”—where technology meets mass adoption—is what really separates exponenti","text":"I’d agree that timing and conviction often matter more than simply holding for a long horizon. Nvidia, Tesla, and Palantir all had clear inflection points where their narrative shifted from “niche” to “mainstream,” and the outsized returns went to investors who recognised those moments early. As for emerging names with moat-based innovation potential, I’d keep an eye on companies in AI infrastructure (e.g., semiconductor design beyond GPUs), synthetic biology, and energy storage. The common thread is that these sectors have steep barriers to entry, compounding advantages from scale or data, and long runways for growth. Holding for 15 years only works if the company keeps compounding. But recognising the “iPhone moment”—where technology meets mass adoption—is what really separates exponenti","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/478102207144280","isVote":1,"tweetType":1,"viewCount":4672,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"essenList":[{"id":598745645991384,"gmtCreate":1787219793822,"gmtModify":1787221091032,"author":{"id":"4243471472442452","authorId":"4243471472442452","name":"Bossy Hsu","avatar":"https://community-static.tradeup.com/news/be380e33bd3f32ca2a7b8486c70cffd7","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4243471472442452","idStr":"4243471472442452"},"themes":[],"title":"","htmlText":"#","listText":"#","text":"#","images":[{"img":"https://community-static.tradeup.com/news/3fe93dd8e8efdb3df73b8a44a8b88bb0","width":"933","height":"1483"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/598745645991384","isVote":1,"tweetType":1,"viewCount":511,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":491550771868064,"gmtCreate":1761030074773,"gmtModify":1761032160365,"author":{"id":"3573184649723588","authorId":"3573184649723588","name":"许智玮","avatar":"https://static.tigerbbs.com/53b451d16cfc07005d49ebdffcd8a176","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573184649723588","idStr":"3573184649723588"},"themes":[],"title":"PayPal Stocks Rises","htmlText":"Key Points PayPal's stock <a href=\"https://ttm.financial/S/PYPL\">$PayPal(PYPL)$</a> increased by 2.7%, closing at $69.20 after trading as high as $69.47, with a trading volume down 14% from its average. Multiple analysts have rated PayPal positively, with an average price target of $83.44, showing strong confidence in the company's future performance. PayPal recently reported quarterly earnings of $1.40 per share, exceeding expectations, along with a revenue of $8.29 billion, indicating solid financial performance. PayPal Holdings, Inc shares rose 2.7% on Monday . The stock traded as high as $69.47 and last traded at $69.20. Approximately 9,948,219 shares traded hands during trading, a decline of 14% from the average daily volume of 11,612,486 shares. The stock had previously closed at $67","listText":"Key Points PayPal's stock <a href=\"https://ttm.financial/S/PYPL\">$PayPal(PYPL)$</a> increased by 2.7%, closing at $69.20 after trading as high as $69.47, with a trading volume down 14% from its average. Multiple analysts have rated PayPal positively, with an average price target of $83.44, showing strong confidence in the company's future performance. PayPal recently reported quarterly earnings of $1.40 per share, exceeding expectations, along with a revenue of $8.29 billion, indicating solid financial performance. PayPal Holdings, Inc shares rose 2.7% on Monday . The stock traded as high as $69.47 and last traded at $69.20. Approximately 9,948,219 shares traded hands during trading, a decline of 14% from the average daily volume of 11,612,486 shares. The stock had previously closed at $67","text":"Key Points PayPal's stock $PayPal(PYPL)$ increased by 2.7%, closing at $69.20 after trading as high as $69.47, with a trading volume down 14% from its average. Multiple analysts have rated PayPal positively, with an average price target of $83.44, showing strong confidence in the company's future performance. PayPal recently reported quarterly earnings of $1.40 per share, exceeding expectations, along with a revenue of $8.29 billion, indicating solid financial performance. PayPal Holdings, Inc shares rose 2.7% on Monday . The stock traded as high as $69.47 and last traded at $69.20. Approximately 9,948,219 shares traded hands during trading, a decline of 14% from the average daily volume of 11,612,486 shares. The stock had previously closed at $67","images":[{"img":"https://community-static.tradeup.com/news/74ee6e29fdd20e2548932085c08efae7","width":"730","height":"467"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":22,"commentSize":3,"repostSize":1,"link":"https://ttm.financial/post/491550771868064","isVote":1,"tweetType":1,"viewCount":5847,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010990","authorId":"10000000000010990","name":"Merle Ted","avatar":"https://static.tigerbbs.com/d0681550b13e51a8ffa4c08327616955","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010990","idStr":"10000000000010990"},"content":"Everybody has a theory. All I know is this company prints money, is highly profitable and is buying back huge numbers of shares. Time to let this undervalued stock run!","text":"Everybody has a theory. All I know is this company prints money, is highly profitable and is buying back huge numbers of shares. Time to let this undervalued stock run!","html":"Everybody has a theory. All I know is this company prints money, is highly profitable and is buying back huge numbers of shares. Time to let this undervalued stock run!"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":491543423287608,"gmtCreate":1761028377728,"gmtModify":1761029262555,"author":{"id":"3573184649723588","authorId":"3573184649723588","name":"许智玮","avatar":"https://static.tigerbbs.com/53b451d16cfc07005d49ebdffcd8a176","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573184649723588","idStr":"3573184649723588"},"themes":[],"title":"Momentum Meets Uncertainty","htmlText":"Key Takeaways Tesla will report Q3 EPS on Wednesday night. The options market suggests an 8.5% move after EPS. Investors will focus on EV demand, the energy segment, &amp; Optimus timeline. Tesla Earnings Are Due Wednesday Tesla <a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> ,the worldwide electric vehicle (EV) leader and a dynamic technology innovator, will report third-quarter 2025 earnings after the market close on Wednesday, October 22nd. Though Tesla has been one of the top-performing stocks since its IPO in July 2010 (with a 34,000% return), the stock has taken investors on a wild ride over the past few years. Namely, Tesla has had to weather new tariff policies, a slowing EV market, higher interest rates, and increased competition. Additionally, Tesla and its iconic","listText":"Key Takeaways Tesla will report Q3 EPS on Wednesday night. The options market suggests an 8.5% move after EPS. Investors will focus on EV demand, the energy segment, &amp; Optimus timeline. Tesla Earnings Are Due Wednesday Tesla <a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> ,the worldwide electric vehicle (EV) leader and a dynamic technology innovator, will report third-quarter 2025 earnings after the market close on Wednesday, October 22nd. Though Tesla has been one of the top-performing stocks since its IPO in July 2010 (with a 34,000% return), the stock has taken investors on a wild ride over the past few years. Namely, Tesla has had to weather new tariff policies, a slowing EV market, higher interest rates, and increased competition. Additionally, Tesla and its iconic","text":"Key Takeaways Tesla will report Q3 EPS on Wednesday night. The options market suggests an 8.5% move after EPS. Investors will focus on EV demand, the energy segment, & Optimus timeline. Tesla Earnings Are Due Wednesday Tesla $Tesla Motors(TSLA)$ ,the worldwide electric vehicle (EV) leader and a dynamic technology innovator, will report third-quarter 2025 earnings after the market close on Wednesday, October 22nd. Though Tesla has been one of the top-performing stocks since its IPO in July 2010 (with a 34,000% return), the stock has taken investors on a wild ride over the past few years. Namely, Tesla has had to weather new tariff policies, a slowing EV market, higher interest rates, and increased competition. Additionally, Tesla and its iconic","images":[{"img":"https://community-static.tradeup.com/news/02408e569faf334a7a0bf100e479eee9","width":"1200","height":"800"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":18,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/491543423287608","isVote":1,"tweetType":1,"viewCount":4984,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000196","authorId":"9000000000000196","name":"RalphWood","avatar":"https://static.tigerbbs.com/b9375ece8939095541554d14ce83b2fa","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000196","idStr":"9000000000000196"},"content":"Exciting times ahead","text":"Exciting times ahead","html":"Exciting times ahead"},{"author":{"id":"10000000000010991","authorId":"10000000000010991","name":"Venus Reade","avatar":"https://static.tigerbbs.com/38b1d941a51e1a5f1ca29e3f8ce62213","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010991","idStr":"10000000000010991"},"content":"Tesla is a great CAR company that should trade at a generous p/e of let’s say 25, so $42.5 per share.","text":"Tesla is a great CAR company that should trade at a generous p/e of let’s say 25, so $42.5 per share.","html":"Tesla is a great CAR company that should trade at a generous p/e of let’s say 25, so $42.5 per share."}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":486536880558528,"gmtCreate":1759813866173,"gmtModify":1759813873923,"author":{"id":"4171900329979952","authorId":"4171900329979952","name":"Barcode","avatar":"https://community-static.tradeup.com/news/6688d8fb4c2a255e3b901e79755e56df","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4171900329979952","idStr":"4171900329979952"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> <a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> <a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$</a>&nbsp;🔥📉💭 History Rhymes Before It Crashes 📈🧠🔥 🧠 The 1998 “Fake Top” That Wasn’t In September 1998, Time magazine ran a cover asking “Is the boom over?” The S&amp;P 500 had just fallen nearly 20 % in weeks amid the LTCM collapse and Russian default. Sentiment was shaken, headlines were gloomy, and many assumed the cycle had peaked. Yet what followed wasn’t a collapse. It was an 18-month melt-up that became one of the most powerful speculative waves in modern financial history, peaking in March 2000. 💻 Then: Speculation Without Substance The poster child of that era was Pets.com, a company","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> <a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> <a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$</a>&nbsp;🔥📉💭 History Rhymes Before It Crashes 📈🧠🔥 🧠 The 1998 “Fake Top” That Wasn’t In September 1998, Time magazine ran a cover asking “Is the boom over?” The S&amp;P 500 had just fallen nearly 20 % in weeks amid the LTCM collapse and Russian default. Sentiment was shaken, headlines were gloomy, and many assumed the cycle had peaked. Yet what followed wasn’t a collapse. It was an 18-month melt-up that became one of the most powerful speculative waves in modern financial history, peaking in March 2000. 💻 Then: Speculation Without Substance The poster child of that era was Pets.com, a company","text":"$NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$ $SPDR S&P 500 ETF Trust(SPY)$ 🔥📉💭 History Rhymes Before It Crashes 📈🧠🔥 🧠 The 1998 “Fake Top” That Wasn’t In September 1998, Time magazine ran a cover asking “Is the boom over?” The S&P 500 had just fallen nearly 20 % in weeks amid the LTCM collapse and Russian default. Sentiment was shaken, headlines were gloomy, and many assumed the cycle had peaked. Yet what followed wasn’t a collapse. It was an 18-month melt-up that became one of the most powerful speculative waves in modern financial history, peaking in March 2000. 💻 Then: Speculation Without Substance The poster child of that era was Pets.com, a company","images":[{"img":"https://community-static.tradeup.com/news/e8f160fe6375d7a572fdc13d5f9b34fb","width":"945","height":"1246"},{"img":"https://community-static.tradeup.com/news/47ae0834351503e73536ee67b3d271f3","width":"945","height":"801"},{"img":"https://community-static.tradeup.com/news/e5ea24ee72884c3c13663deac33645e3","width":"1170","height":"3282"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":5,"repostSize":9,"link":"https://ttm.financial/post/486536880558528","isVote":1,"tweetType":1,"viewCount":4621,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4186117467483482","authorId":"4186117467483482","name":"Cool Cat Winston","avatar":"https://community-static.tradeup.com/news/00bf531d62a6793687bac561025edfdb","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"4186117467483482","idStr":"4186117467483482"},"content":"📰I remember that 1998 cover well and the panic around LTCM. The SPX reversal into 2000 was extraordinary. The comparison with $NVDA’s $46B quarterly revenue versus Pets.com’s $9M is such a sharp way to frame the scale shift.","text":"📰I remember that 1998 cover well and the panic around LTCM. The SPX reversal into 2000 was extraordinary. The comparison with $NVDA’s $46B quarterly revenue versus Pets.com’s $9M is such a sharp way to frame the scale shift.","html":"📰I remember that 1998 cover well and the panic around LTCM. The SPX reversal into 2000 was extraordinary. The comparison with $NVDA’s $46B quarterly revenue versus Pets.com’s $9M is such a sharp way to frame the scale shift."},{"author":{"id":"4172287591330932","authorId":"4172287591330932","name":"Hen Solo","avatar":"https://community-static.tradeup.com/news/e8f9d57b757c07c87986ef8a0be25085","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"4172287591330932","idStr":"4172287591330932"},"content":"⚡The industrial-scale AI argument is compelling. $AMD alongside $NVDA really highlights how different this is from the dotcom era’s hype cycle. The earnings power and sovereign demand backdrop completely change the dynamic.","text":"⚡The industrial-scale AI argument is compelling. $AMD alongside $NVDA really highlights how different this is from the dotcom era’s hype cycle. The earnings power and sovereign demand backdrop completely change the dynamic.","html":"⚡The industrial-scale AI argument is compelling. $AMD alongside $NVDA really highlights how different this is from the dotcom era’s hype cycle. The earnings power and sovereign demand backdrop completely change the dynamic."}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":489900809708136,"gmtCreate":1760627973300,"gmtModify":1760628825164,"author":{"id":"3573184649723588","authorId":"3573184649723588","name":"许智玮","avatar":"https://static.tigerbbs.com/53b451d16cfc07005d49ebdffcd8a176","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573184649723588","idStr":"3573184649723588"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Easy&nbsp;[Cool]&nbsp;&nbsp;[Allin]&nbsp; <a href=\"https://ttm.financial/S/09868\">$XPENG-W(09868)$&nbsp;</a>&nbsp;<a href=\"https://ttm.financial/S/S08.SI\">$SingPost(S08.SI)$&nbsp;</a>&nbsp;<a href=\"https://ttm.financial/S/DUOL\">$Duolingo, Inc.(DUOL)$&nbsp;</a>&nbsp;<a href=\"https://ttm.financial/S/IQ\">$iQiyi Inc.(IQ)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Easy&nbsp;[Cool]&nbsp;&nbsp;[Allin]&nbsp; <a href=\"https://ttm.financial/S/09868\">$XPENG-W(09868)$&nbsp;</a>&nbsp;<a href=\"https://ttm.financial/S/S08.SI\">$SingPost(S08.SI)$&nbsp;</a>&nbsp;<a href=\"https://ttm.financial/S/DUOL\">$Duolingo, Inc.(DUOL)$&nbsp;</a>&nbsp;<a href=\"https://ttm.financial/S/IQ\">$iQiyi Inc.(IQ)$&nbsp;</a>&nbsp;","text":"$NVIDIA(NVDA)$ Easy [Cool] [Allin] $XPENG-W(09868)$ $SingPost(S08.SI)$ $Duolingo, Inc.(DUOL)$ $iQiyi Inc.(IQ)$","images":[{"img":"https://community-static.tradeup.com/news/837823503a2eb9ad6599895b8264cccc","width":"588","height":"1112"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":25,"commentSize":1,"repostSize":18,"link":"https://ttm.financial/post/489900809708136","isVote":1,"tweetType":1,"viewCount":5153,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}]}