Here are the top 15 growth performers so far in 2024 🧐 1. $AppLovin Corporation(APP)$ +756%2. $Palantir Technologies Inc.(PLTR)$ +369%3. $Rocket Lab USA, Inc.(RKLB)$ +350%4. $Carvana Co.(CVNA)$ +324%5. $Eos Energy Enterprises Inc.(EOSE)$ +319%6. $AST SpaceMobile, Inc.(ASTS)$ +279%7. $Astera Labs, Inc.(ALAB)$ +267%8. $IONQ Inc.(IONQ)$ +259%9. $Sweetgreen, Inc.(SG)$ +210%10. $

Hello everyone! Today i want to share some trading ideas with you!1.Here's the weekly update of the top 15 growth stocks with the highest EV/GP multiples -- indicating where the market assigns premium valuations 🧐 1. $Palantir Technologies Inc.(PLTR)$ 2. $Trade Desk Inc.(TTD)$ 3. $IOT Group(IOT.AU)$ 4. $Cloudflare, Inc.(NET)$ 5. $CrowdStrike Holdings, Inc.(CRWD)$ 6. $Axon Enterprise, Inc.(AXON)$ 7. $Datadog(DDOG)$ 8. $Global-E Online Ltd.(GLBE)$ 9.

$Palantir Technologies Inc.(PLTR)$ $Microsoft(MSFT)$ At the heart of the AI transformation lies data: vast, unwieldy, and growing exponentially. Companies must not only harness this data but also make sense of it, wielding it as a strategic weapon. Palantir is stepping in as the linchpin, crafting a digital backbone that enables organizations to operationalize their data with precision and speed -- especially as we enter a post-AI world where data is the fuel for enterprise engines.In the 1990s, Microsoft found itself at a similar juncture, with everyone raving about how disruptive computing would be. Eventually, it turned Windows and Office into staples of both personal and professional life. Palantir is

Hello everyone! Today i want to share some trading ideas with you!With nearly a decade of experience in corporate strategy -- here's how I would approach leading $Intel(INTC)$ as its new CEO 👇 As businesses grapple with the need to process unfathomable volumes of data and run computationally intense models, the demand for high-performance hardware has surged beyond precedent. This is the age of AI, and Intel’s future is entwined with its ability to establish itself as the indispensable cornerstone of this revolution. At the heart of this opportunity lies Intel Foundry Services -- its ticket to relevance and leadership.The AI boom is nothing short of tectonic. Every enterprise pushing the frontier of artificial intelligence demands cutting-edge chi

My Take on $Micron Technology(MU)$ Ahead of Their Q1 FY25 Earnings Today 🧐The AI landscape is undergoing a tectonic shift, reshaping technology investment in profound and unexpected ways. At the forefront of the transformation stands Micron, uniquely positioned to thrive as artificial intelligence evolves beyond its nascent stages. While early AI advancements were dominated by GPU clusters powering pre-training compute, the focus has shifted dramatically. The future of AI now hinges on memory -- a domain where Micron holds an undeniable edge.ImagePost-training inference, the process that enables AI to interact with the world in real time, is emerging as the linchpin of modern AI applications. This methodology relies on GPUs equipped with exponential

Hello everyone! Today i want to share some trading strategies with you!1.How Tomorrow's Earnings Could Reveal MDB Positioning for AI's Next Stage 🧐As AI demand transitions from Stage 1 (hardware, server, compute) to Stage 2 (applications) -- MongoDB emerges not merely as a participant but as a linchpin in the application layer of this transformative shift. In an era where businesses are inundated by torrents of unstructured data, MongoDB’s document-based database architecture offers a paradigm uniquely designed to tame this chaos. Unlike rigid relational databases, which struggle to accommodate the complexity of modern data demands, MongoDB’s architecture empowers developers to seamlessly interact with diverse and dynamic datasets -- precisely the kind of adaptability AI applications deman

$Palantir Technologies Inc.(PLTR)$ • Portfolio Percentage | 11%• Industry | Big Data AnalyticsFrom Data Chaos to Clarity: The Palantir WayPalantir doesn’t just process data -- it orchestrates it. With enterprises drowning in an ocean of siloed information, Palantir’s Foundry platform emerges as the lifeboat, harmonizing disparate datasets into a cohesive, actionable symphony. But the innovation doesn’t stop there. Apollo, Palantir’s deployment engine, pushes the boundaries of possibility by enabling software deployment across secure, isolated systems, where others fear to tread.Anchored in its legacy of high-stakes government contracts, Palantir has proven its mettle in some of the most demanding scenarios imaginable. Yet, its gaze is firmly set o

$NVIDIA(NVDA)$ 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

The surge of AI has illuminated the semiconductor ecosystem as the indispensable backbone of this technological revolution. AI’s boundless potential, while awe-inspiring, relies on the intricate symphony of semiconductor innovation to transition from theoretical concept to practical reality. Far beyond simply providing chips, the semiconductor industry orchestrates the essential processes that enable AI to thrive -- bridging the gap between abstract promise and tangible impact.ImageComputational "Brain" At the core of AI lies its computational "brain" -- the GPUs, CPUs, and accelerators that power the training and inference of complex models. Dominated by players like $NVIDIA(NVDA)$ $Advanced Micro Devices(AMD

The space economy, projected to reach $1 trillion by 2040, is shaping up to be the 5th industrial revolution. Two companies, $AST SpaceMobile, Inc.(ASTS)$ and $Rocket Lab USA, Inc.(RKLB)$ , are emerging as major players -- paving the way for a new era of connectivity and infrastructure 🧐 ImageAST SpaceMobile: Connecting the UnconnectedAST SpaceMobile is on a mission to build the world’s first space-based cellular broadband network, capable of delivering 4G and 5G directly to ordinary smartphones. Its strategic partnerships with telecom giants like $T & $VZ -- secured through long-term deals -- have laid a strong foundation. With the launch of five BlueBird satellites aboard SpaceX’s Falcon 9, ASTS wil

In 2024, $Palantir Technologies Inc.(PLTR)$ didn’t just make waves; --it redefined what a breakout year could look like, surging ~400% and earning coveted spots in both the $SPDR S&P 500 ETF Trust(SPY)$ and $Invesco QQQ(QQQ)$ . Such meteoric success, naturally, invites skeptics. The familiar cries of “overvalued” and “bubble” echo across discussions, but these labels often reflect short-term myopia rather than a genuine understanding of Palantir’s trajectory. Is this a fleeting phenomenon, or are we witnessing the early chapters of something transformative? ImageLucrative, Long-term, and FoundationalPalantir’s rise is not a tale of irrational exuberance but a d

Hello everyone! Today i want to share some trading news with you!1. $Palantir Technologies Inc.(PLTR)$ WILL OFFICIALLY REPORT THEIR Q2 EARNINGS AFTER MARKET CLOSE ON 08/052.I recently set up a $Robinhood(HOOD)$ retirement account for my fiancée, and I was excited to show her that it had surged by 26% in just a week, thanks to $Jumia Technologies AG(JMIA)$ & $Rocket Lab USA, Inc.(RKLB)$ . Over breakfast today -- I shared the good news, expecting a big reaction. Instead, she casually responded with "Ohhh, fun," before quickly shifting the conversation to the dresses she plans to buy for our upcoming trip to San Juan Is