The $500B AI Infrastructure 'Stargate' initiative is just the start of what I expect will be a series of major investments under Trump's presidency -- here are some of the key beneficiaries of projects like this 🧐• $NVIDIA(NVDA)$ -- The Brain Driving AI Acceleration• $Tesla Motors(TSLA)$ -- The Visionary Powering AI with Sustainable Energy• $Oracle(ORCL)$ -- The Architect of Enterprise AI Solutions• $Broadcom(AVGO)$ -- The Engine Connecting AI Networks• $Advanced Micro Devices(AMD)$ -- The Challenger Fueling Versatile AI Compute• $Intel(INTC

$Tempus AI(TEM)$ Precision Medicine Leadership• Unmatched Data Scale: Tempus AI boasts over 50 petabytes of clinical & molecular data -- an unrivaled foundation in precision medicine.• Broad Adoption & Impact: Trusted by 50% of top U.S. cancer centers & processing 30K genomic tests monthly at a 98% accuracy rate -- Tempus has supported over 3M patients with personalized care.• Pharma Reliance: Over 80% of the world’s top 20 pharmaceutical companies depend on Tempus AI for breakthroughs in drug discovery, clinical trials & real-world evidence.AI-Driven Insights Beyond Oncology• Broader Applications: Tempus is actively involved in 200+ projects across cardiology & neurology -- significantly expanding its TAM. • Rare Disease Innova

1.AI’s current focus on infrastructure, highlighted by the $500B Stargate initiative, is essential groundwork. However, the true crown jewel of this era lies in software applications where AI meets permanence.Stage 2 AI winners: $Palantir Technologies Inc.(PLTR)$ , $Tesla Motors(TSLA)$ , $Snowflake(SNOW)$ , $MongoDB Inc.(MDB)$ , $Cloudflare, Inc.(NET)$ , $CrowdStrike Holdings, Inc.(CRWD)$ , $Datadog(DDOG)$ Image2.I'm receiving a ton of questions from subscribers about why

$Snowflake(SNOW)$ $Palantir Technologies Inc.(PLTR)$ The AI industry is about to go through a difficult period in 2025, teetering between potential and practicality. Foundation models, once heralded as the limitless engines of progress, are now straining under the weight of their own ambition. The cost of squeezing incremental gains from these models has begun to outpace the benefits, a tipping point that forces the industry to rethink its trajectory. Brute-force scaling is no longer the answer. Instead, the focus has shifted to precision, efficiency, and innovation -- and this is where Palantir and Snowflake step into the spotlight.At the heart of this transformation is Retrieval-Augmented Generation (RA

Hello everyone! Today i want to share some trading ideas with you!1.Trump’s declaration, “We will take Manifest Destiny to the stars & plant the Stars and Stripes on Mars,” signals that the space economy will be a major focus for the next 4 years -- here’s what I shared with my subscribers on the key winners 🧐• $Rocket Lab USA, Inc.(RKLB)$ -- The Space Logistics Company of the Future• $AST SpaceMobile, Inc.(ASTS)$ -- The Network Connecting Space• $Redwire Corp.(RDW)$ -- The Architect of Space InfrastructureImage2.I’ll be releasing my $Netflix(NFLX)$ earnings thoughts tonight to subscribers -- but here’s my initial rea

These are 10 stocks I believe everyone will be eager to buy on the dip in 2025 👇1. $NVIDIA(NVDA)$ • Their Blackwell chips will continue to dominate AI infrastructure -- remaining essential to AI development through at least 2026.2. $Palantir Technologies Inc.(PLTR)$ • Their AIP & Foundry platforms will become indispensable for enterprise AI integration.3. $Tesla Motors(TSLA)$ • Their FSD technology, Megapack energy storage & Optimus robot will position them as a multifaceted tech leader for the next decade.4. $Amazon.com(AMZN)$ • They’ll remain the king of computing & robotics innovations like Kiva robots wil

Hello everyone! Today i want to share some trading ideas with you!1.Here’s a cheat sheet on how the semiconductor industry powers next-gen tech -- and my top 15 picks driving innovation at every level 🧐1. $NVIDIA(NVDA)$ • Leading AI adoption with its H100 GPUs, which power AI training, inference & generative AI workloads -- NVIDIA controls over 80% of the AI GPU market & is a vital supplier to cloud leaders like $Amazon.com(AMZN)$ , $Microsoft(MSFT)$ & $Alphabet(GOOGL)$ .2. $Taiwan Semiconductor Manufacturing(TSM)$ • Dominating the semiconductor manufacturing industr

$Taiwan Semiconductor Manufacturing(TSM)$ is the backbone of the new digital economy -- the silent force powering everything from smartphones to AI breakthroughs. Here are the standout takeaways from today’s earnings report 👇• Advanced nodes (3nm and 5nm) contributed 60% of wafer revenue, with 3nm adoption rising sharply to 26% in Q4, up from 20% in Q3. • AI demand, which tripled in 2024, is expected to double again in 2025. AI-related revenue made up a mid-teens percentage of total revenue last year and is projected to grow significantly, driven by a 40% CAGR for AI accelerator revenue through 2029.• Management expects a 40% CAGR for AI accelerator revenue through 2029.• Surging demand for advanced packaging solutions like CoWoS and SoIC has led t

Today highlights the importance of patience & a long-term view in small-cap investing, as holding firm & adding new positions led to my largest dollar gain ever -- with the portfolio up 11%.Here are the top 5 holdings:1. $Jumia Technologies AG(JMIA)$ 2. $IONQ Inc.(IONQ)$ 3. $Rocket Lab USA, Inc.(RKLB)$ 4. $Viking Therapeutics(VKTX)$ 5. $AST SpaceMobile, Inc.(ASTS)$ 2. $NVIDIA(NVDA)$ is more than a Gen AI accelerator. Their Omniverse platform powers virtual robot design & testing -- while CUDA Q establishes them in quantum co

Every tech revolution follows a familiar pattern. Attention initially gravitates toward the infrastructure -- the foundational work necessary to enable progress, but not the ultimate prize.The real breakthroughs come from the applications built on top of that infrastructure -- These are the accelerators that define an era.During the dot-com boom, the focus was on establishing the backbone of connectivity through companies like $AT&T Inc(T)$ , $Verizon(VZ)$ , $IBM(IBM)$ , and $Cisco(CSCO)$ . While critical, they weren’t the era’s true crown jewels. Instead, it was $Amazon.com(AMZN)$

Hello everyone! Today i want to share some trading ideas with you!1.As $NVIDIA(NVDA)$ CEO Jensen Huang stated last week: Physical AI has arrived -- here are 8 ways to capitalize on this trend 👇1. $Tesla Motors(TSLA)$ -- At the forefront of real-world AI, transforming autonomous driving with FSD AI while advancing robotics & energy optimization to solidify leadership in physical AI applications.2. $NVIDIA(NVDA)$ -- Provides the AI backbone for robotics through GPUs, advanced platforms & tools like Isaac Sim, driving innovation in autonomous systems and collaborative robotics.3. $Amazon.com(AMZN)$ -- Combines robot

Here’s a concise cheat sheet breaking down the $1.8T space economy & my top 5 picks in this growing sector 🧐1. $Rocket Lab USA, Inc.(RKLB)$ • Redefining space launches with Electron for small satellites while expanding into reusable rockets & in-space systems -- positioning itself as an end-to-end solution provider in the commercial space industry.2. $AST SpaceMobile, Inc.(ASTS)$ • Revolutionizing global connectivity with SpaceMobile, the first satellite-based mobile broadband network -- bridging the gap between terrestrial & space networks to provide seamless global coverage.3. $Redwire Corp.(RDW)$ • Delivering mission-critical space infrastructure, f

Hello everyone! Today i want to share some trading ideas with you!1.Gartner forecasts a 140% CAGR for the AI applications market, reaching $150B by 2029 -- I believe these 3 companies are perfectly positioned to capitalize on this growth trend 🧐1. $NVIDIA(NVDA)$ • Their A100 & H100 GPUs are essential for demanding AI tasks like neural network training and large-scale data analytics. Additionally, Nvidia's CUDA platform crucially supports AI development by enhancing computational efficiency and supporting complex AI algorithms.2. $Tesla Motors(TSLA)$ • They extensively uses AI across its product range, notably in its Autopilot & FSD systems. Beyond autonomous driving -- Tesla leverages AI for predi

Hello everyone! Today i want to share some trading ideas with you!AI has changed the world, with gen tools reshaping industries & automation boosting output. Yet, behind closed doors, the real focus is AGI.CEOs see AGI as the ultimate battleground, offering unassailable moats & decades of dominance -- here’s how my top 5 players will win 👇ImageFollow me to learn more about analysis!!

Hello everyone! Today i want to share some trading ideas with you!1.As AI evolves into autonomous agents capable of decision-making and action, data will explode to levels no one could have imagined. These AI agents will analyze, optimize, and transform workflows across industries, but with this explosion of capabilities comes an equally massive increase in risks. What must you do with this data? Secure it. That’s why cybersecurity is critical, and why it should be a cornerstone of every portfolio in this new era.AI agents are more than tools -- they're active participants in business processes, generating and interacting with unprecedented amounts of sensitive data. Protecting this data is essential, and cybersecurity will serve as the foundation for ensuring AI agents can operate securel

$NVIDIA(NVDA)$ CEO suggests that quantum computers won’t see widespread use for general applications for at least another 15 years. While this may hold true for universal adoption -- it overlooks the reality that quantum computers are already making an impact today in specific, high-value use cases. $IONQ Inc.(IONQ)$ , for example, is actively deploying its quantum systems through platforms like $Amazon.com(AMZN)$ AWS and $Microsoft(MSFT)$ Azure, providing businesses with accessible pathways to harness quantum computing. With the introduction of its AQ64 quantum computers, IonQ is set to further expand the practicality a

You can tell analysts took the last couple of weeks off with the flood of notes we got this morning -- here’s everything that caught my eye 🧐1. $Palantir Technologies Inc.(PLTR)$ • AI-driven software pioneer trading at 56x EV/NTM Sales, with growth led by its Government segment. Analysts caution that commercial revenue lags expectations, and valuation is pricing in a 30% 10-year CAGR -- resulting in an Underweight rating and a $60 price target.2. $Hims & Hers Health Inc.(HIMS)$ • Emerging leader in digital health, trading at 3x FY25 revenue with multiple growth levers, including personalized products and expanding weight-loss solutions. Analysts highlight a compelling entry point amid FDA-related vola

Hello everyone! Today i want to share some trading ideas with you!1.Here’s what $Stryker(SYK)$ acquisition of $Inari Medical, Inc.(NARI)$ means for $TransMedics Group, Inc.(TMDX)$ 👇Stryker's $4.9B acquisition of Nari at 126x 2025 NI, with 18% rev growth, sets a key benchmark for MedTech valuations.Applying this multiple to TransMedics’ 2025 NI of $82M implies a valuation of $10.3B, or ~$290/share.Image2.EllisDon has partnered with $Palantir Technologies Inc.(PLTR)$ to integrate advanced AI & data analytics -- building on over a decade of data infrastructure modernization to enhance operational efficiency 👀ImageFollow

$IONQ Inc.(IONQ)$ Leads as Quantum Computing Approaches Its ChatGPT Moment 🧐• While $Alphabet(GOOGL)$ Willow processor showcases quantum’s potential, IonQ is already delivering real-world solutions. Its scalable quantum technologies address critical challenges in healthcare (accelerating drug discovery), finance (enhancing risk modeling) & logistics (optimizing supply chains) through scalable quantum technologies.• Unlike competitors such as $Rigetti Computing(RGTI)$ & $Quantum Computing Inc.(QUBT)$ , which focus on theoretical milestones, IonQ’s pragmatic approach emphasizes solving immediate business problems.

Hello everyone! Today i want to share some trading ideas with you!1.Investing, to me, isn’t just about numbers, charts, or quarterly reports. It’s about understanding the deeper purpose -- the ethos -- behind each company’s mission & how it aligns with shaping the future.Here’s how I envision the role of each of my growth holdings 🧐 1. $Palantir Technologies Inc.(PLTR)$ -- The Operating System for AI2. $Tesla Motors(TSLA)$ -- The Network of AI-Driven Mobility & Robotics3. $Amazon.com(AMZN)$ -- The Ecosystem Powering the Digital Age4. $TransMedics Group, Inc.(TMDX)$ -- The Logistics Engine for Life-Saving Transpla