Independent market research on stocks, sectors, and investment themes. Exploring AI, technology, infrastructure, and the companies shaping the next decade. Shar
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$CRWV CRUSHED THEIR Q3 EARNINGS
• Revenue: $3.66B vs. Est. $3.54B
• EPS: ($1.24) vs. Est. ($1.55)
• Adj. Operating Income: $379M vs. Est. $246M
• Total Contracted Power: ~3.7 GW
• Active Power: ~1.7 GW (doubled since start of year)
• Backlog: $133B (+30% sequential
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🚨 THESE COMPANIES ARE BUYING ANTHROPIC ($ANT) SHARES AT ITS IPO PRICE!
Here’s the reported breakdown:
🔹 Google ($GOOGL) — $10 BILLION
🔹 NVIDIA ($NVDA) — $10 BILLION
🔹 AMD ($AMD) — $2.5 BILLION
🔹 Broadcom ($AVGO) — $1 BILLION
🔹 Micron ($MU) — $1 BILLION
🔹 Microsoft ($MSFT) — $1 BILLION
🔹 Taiwan Semiconductor ($TSM) — $500 MILLION
📅 The purchases will happen right after the IPO.
Big names. Massive amounts of capital. 👀
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📊 I'M RUNNING A 5-STOCK PORTFOLIO RIGHT NOW.
Here's exactly how I'm managing each position:
1️⃣ $NVDA — HOLD. Adding on any dip below $170. (My biggest position)
2️⃣ $PLTR — BUY aggressively below $160.
3️⃣ $TSLA — HOLD. Trimming 10–15% if it runs above $430.
4️⃣ $RKLB — BUY HEAVY below $55.
5️⃣ $HOOD — BUY every share below $80.
🎯 This portfolio is concentrated by design.
Most investors own 20+ stocks and still wonder why their portfolios barely move.
What's your highest-conviction position right now? 👇
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🚨 I'M ONLY GOING TO SAY THIS TWICE.
If you're under 50, the incoming market CRASH could create a generational buying opportunity.
Insanely undervalued stocks may become available at massive discounts. 📉
Here are 5 stocks I believe have the potential to 10X:
1️⃣ $NVDA 🚀
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1. $NVDA (NVIDIA): AI chip leader. A potential major beneficiary if technology stocks regain momentum and hyperscaler AI spending continues.
2. $AMD (Advanced Micro Devices): Competing in AI accelerators and server CPUs. Could benefit from renewed demand for semiconductor stocks as Nasdaq rebounds.
3. $MSFT (Microsoft): A leading cloud and AI company. Azure growth and enterprise AI adoption provide long-term growth catalysts.
4. $JPM (JPMorgan Chase): One of the strongest U.S. banking franchises. Could benefit from improving market sentiment and stronger economic activity.
5. $DAL (Delta Air Lines): Lower crude oil prices could reduce jet fuel costs and support airline profitability if the decline is sustained
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⚡ NOVEMBER 9 STOCK PICKS
I’ll only say this once.
These are my recommendations for anyone looking to build toward $1 million by the end of 2026:
🚀 $TSM (TSMC) → $370 — MUST BUY
🚀 $NVDA (NVIDIA) → $170 — MUST BUY
🚀 $SNDK (SanDisk) → $830 — MUST BUY
🚀 $AVGO (Broadcom) → $284 — MUST BUY
🚀 $WDC (Western Digital) → $250 — MUST BUY
🚀 $MU (Micron Technology) → $680 — MUST BUY
🚀 $AMD (Advanced Micro Devices) → $440 — MUST BUY
I'm often asked why I don't charge for these recommendations.
Sharing stock information is just a hobby for me. I'm not in any financial need, so I'd rather make it available for free.
NFA (Not Financial Advice)
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BREAKING 🚨
NVIDIA CEO Jensen Huang has reportedly addressed recent reports concerning his alleged relationship with a Chinese spy in a company-wide email to employees.
This is drawing attention to $NVDA. 👀
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📊 FIVE YEARS. FIVE DIFFERENT HYPES.
Foolish U.S. Stock Traders:
2022: Nvidia
2023: Tesla
2024: SMCI
2025: PLTR
2026: Whatever AI stock is trending.
All-in. Every year. Same behavior, different ticker.
🧠 Savvy U.S. Stock Investors:
2022: Buy and hold high-quality companies like Nvidia, Apple, and Microsoft.
2023–2025: While others chase highs, pay fees and taxes, and suffer losses, they quietly let their wealth compound.
2026: Continue holding and wait for genuine opportunities.
Others are still chasing the next Nvidia.
The smarter approach?
Buy broad-market index funds like VOO or QQQ, or high-quality stocks — then hold for 5–10 years.
❓ Why change your stocks every year?
Is it real research, or just FOMO and hype?
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🚨 PRESIDENT TRUMP RESPONDS TO THE MIDTERM ELECTION RESULTS.
Trump called the results a "huge step backward" for the United States, noting that the stock market had lost $3 trillion in a single day following a "meteoric" rise during his presidency.
📉 He described the market sell-off as a temporary setback and made his position clear:
"We will come back—bigger and stronger than ever before."
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🔥 ELON MUSK JUST GAVE THE MARKET A $500 BILLION TARGET FOR $SPCX.
Musk said Friday that SpaceX annual recurring revenue will "quite likely" top $500 billion by December 2027.
He added two important qualifications:
"This is not a promise."
"This is my best guess."
Now look at the numbers.
📊 Q3 revenue: $14.575 billion.
Musk expects Q4 revenue to rise by roughly 70%, bringing it to approximately $24.8 billion.
A $500 billion annual run rate means about $125 billion per quarter.
In other words, SpaceX would need to reach roughly 5x its current quarterly revenue pace within about a year.
💵 Friday's closing price: $134.27.
Estimated market value: $1.82 trillion.
At a $500 billion annual run rate, revenue would equal approximately 27% of today's market value.
Analyst targets:
• Deutsche Bank maintained Buy and a $250 target on Friday.
• JPMorgan's October target is $500.
The benchmark is now public, and it came straight from Musk.
Texas isn't halting what is planned.
🧠 Is a fivefold revenue increase in one year realistic, or is Musk setting an extremely ambitious target?
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💰 Hey @grok, if you had to pick just ONE stock under $20, which one could turn $10,000 into $100,000 by the end of 2028?
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🔥 UNDER 40? PAY ATTENTION.
This current market CRASH could be a generational opportunity to buy extremely undervalued stocks at discounted prices.
I'm only going to say this ONCE.
Here are 5 stocks with 10X potential:
$IREN
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WANT TO BUILD WEALTH BY 2027? START WITH THESE STOCKS:
$MSFT (Microsoft) — Stay away
$META (Meta Platforms) — Stay away
$MU (Micron) — STRONG BUY at $668
$MRVL (Marvell) — STRONG BUY at $135
$SNDK (SanDisk) — STRONG BUY at $821
$SKHY (SK Hynix) — STRONG BUY at $122
$AMD (Advanced Micro Devices) — STRONG BUY at $445
$INTC (Intel) — BUY at $52
$NVDA (Nvidia) — BUY at $178
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BIG DEVELOPMENT IN THE AI MEMORY RACE.
$NVDA is reportedly asking $TSM to explore 3D DRAM production as memory shortages push AI buyers to look beyond $MU, $SKHY, and Samsung.
There is one important detail: 3D DRAM remains years away from commercial scale.
It won't fix today's supply shortage, but it could give TSMC a position in the next generation of memory.
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READ THIS TWICE. YOU WON'T HEAR IT AGAIN.
Whether your portfolio is worth $1K, $10K, or $100K makes no difference.
Biotech could be one of the biggest opportunities to build GENERATIONAL WEALTH this year.
Here are 5 stocks I believe could deliver 10X returns:
$HIMS
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1. $RXRX (Recursion) — FY2025 revenue $74.7M (+27%), TTM ~$68M. AI phenomics platform with Roche/Genentech, Sanofi, and NVIDIA partnerships; strong pipeline and ~$749M pro-forma cash (runway into 2029).
2. $MRNA — TTM $2.5B; FY2025 ~$1.94B. Q3 2026 revenue $1.3B (+29%), 2026 growth guide raised to 15–25%. Respiratory franchise funds oncology/rare-disease mRNA pipeline; ~$8B cash.
3. $TEM — TTM $1.43B (+50%), FY2025 $1.27B (+83%). 2026 guide raised to $1.60–1.605B (25%). Oncology diagnostics + high-margin data/AI engine with surging MRD volumes.
4. $CRSP — Company revenue still thin, but CASGEVY hit $99M in Q3 (+30% QoQ, ~6x YoY). First approved CRISPR therapy, pediatric expansions, in-vivo pipeline, and ~$2.28B cash.
5. $HIMS — FY2025 ~$2.35B (+59%), TTM ~$2.58B. Nearly 2.9M subscribers; 2026 guide $3.1–3.3B. GLP-1 weight-loss + testosterone + women’s health with international expansion.
6. $IBRX — FY2025 product revenue $113M (+~700%). Q2 2026 sales $50.7M (+92% YoY) with multi-quarter sequential growth. ANKTIVA expanding into NSCLC and global labe
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