Stocks | Tech | Macro Cutting through the noise to understand what moves markets. Opinions are my own. Hit follow for actionable ideas, and I’ll DM you my daily
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Joined March 2009
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A lot of people have asked how they can follow my market updates more closely.
This is where I share my daily watchlist, the stocks I’m tracking, key levels I’m watching, and my thoughts as the market moves.
The goal is simple: learn together, compare ideas, and make better-informed decisions.
If you’d like to follow along with me and join the discussion, send me a message.
Nothing here is guaranteed, and every trade is your own decision. I’m just sharing what I’m watching and how I approach the market.
Elon Musk just dropped a ridiculous number for $SPCX:
$1 TRILLION in annual recurring revenue.
For context, that would be more than $AMZN generates in total annual revenue today.
Musk says $SPCX could exit 2027 at roughly $500B in ARR before potentially scaling toward $1T.
If SpaceX gets anywhere close to that, the market may still be underestimating what this company could become.
$SPCX $AMZN
I’ll only say this ONCE.
If this market gives us a real washout, I think it could create one of the best buying windows we’ve seen in years.
Not every stock will survive.
But the strongest names could come out of it much bigger.
Here are 5 stocks I’d want on my screen if fear really takes over:
$SPCX
$NVDA
$RKLB
$PLTR
$TSLA
I’m not chasing strength.
I’m waiting for panic, clean levels, and asymmetric setups.
Bookmark this.
🔥Tesla just showed a Roadster that can literally leave the ground.
The spectacle is real. The bigger question for $TSLA is whether Tesla can turn this engineering flex into scalable economics
Jake Wilson retweeted
BREAKING: The new Tesla, $TSLA, Roadster flew over other Tesla vehicles:
BREAKING: Tesla just did something that looks straight out of a sci-fi movie.
The future is getting very real. $TSLA
Jake Wilson retweeted
BREAKING: If you hold Bitcoin, this is SCARY!
Google says its Willow quantum chip reduced errors in a key process by 40 times, a major breakthrough.
In an early worst-case scenario, quantum computers could crack Bitcoin wallets by 2029–2030, just 3-4 years away.
The US stock market is getting increasingly volatile.
Inflation remains a concern, rate-cut expectations are shifting, and AI stocks are facing renewed selling pressure.
But volatility creates opportunities for investors who stay disciplined.
I'm watching $NVDA, $AMD, $MU, and $TSM closely.
The key isn't buying every dip. It's knowing what you're buying, what it's worth, and when the risk makes sense.
The next move could create some very interesting entry points.
Are you buying this dip or waiting for more downside?
🚀 Space is becoming the next frontier for AI infrastructure.
Jensen Huang says NVIDIA and Elon Musk’s teams are exploring a new type of data center designed to operate in space.
As AI computing demand continues to surge, the race is no longer just about building bigger data centers on Earth.
It’s about power, cooling, energy efficiency, and entirely new architectures.
The companies solving these challenges could shape the next phase of AI infrastructure.
Would you invest in the space-based data center trend?
The real opportunity isn't just putting data centers in space. It's solving the energy and cooling challenges of AI at scale. If launch costs keep falling, this could open an entirely new market for AI infrastructure. The big question is whether the economics can actually work.
The stocks I’m watching to build real wealth by 2027 👇
$SOFI — Not buying yet
$TSLA — Waiting for a better entry
$AMD — Watching near $250
$MU — Watching near $300
$PLTR — Watching near $150
$RKLB — Watching near $60
$NVDA — Long-term AI leader
AI, semiconductors, and next-generation technology could create major opportunities over the next few years.
But remember: a great company isn't always a great buy at every price.
The goal isn't to chase every rally. It's to find strong businesses at attractive valuations and have the patience to let them grow.
Which stock would you add to this list? 👇
Jake Wilson retweeted
Jim Simons didn’t beat the market by having a better gut. He beat it by taking the gut out of the trade.
That’s the only part of Medallion I can actually copy. The model scores a name, the rule fires, and I don’t get a vote. No “let me just watch this one.” No cutting a winner because the timeline got loud.
What the screen actually looks at:
1. Is the business delivering - revenue growth margins, guidance, not the story
2. Is the Street on the same side - ratings, target raises, not one hot take
3. Has risk broken the line - volatility and drawdown. Cross it, size comes down
October names that cleared it, and that the market is still leaning into:
$NVDA — data center still doing the heavy lifting, consensus Buy
$AMZN — AWS reaccelerated, UBS’s top large-cap internet pick
$AVGO — custom silicon and networking, the other side of the AI capex check
$MU — memory pricing cycle still intact, sitting near the top of buy lists
$MSFT — cloud and pricing power, fresh upgrade this week
The P&L didn’t come from calling the hero stock. It came from staying in the names the rules kept and staying out of the ones they didn’t
Jim Simons didn’t beat the market by having a better gut. He beat it by taking the gut out of the trade.
That’s the only part of Medallion I can actually copy. The model scores a name, the rule fires, and I don’t get a vote. No “let me just watch this one.” No cutting a winner because the timeline got loud.
What the screen actually looks at:
1. Is the business delivering - revenue growth margins, guidance, not the story
2. Is the Street on the same side - ratings, target raises, not one hot take
3. Has risk broken the line - volatility and drawdown. Cross it, size comes down
October names that cleared it, and that the market is still leaning into:
$NVDA — data center still doing the heavy lifting, consensus Buy
$AMZN — AWS reaccelerated, UBS’s top large-cap internet pick
$AVGO — custom silicon and networking, the other side of the AI capex check
$MU — memory pricing cycle still intact, sitting near the top of buy lists
$MSFT — cloud and pricing power, fresh upgrade this week
The P&L didn’t come from calling the hero stock. It came from staying in the names the rules kept and staying out of the ones they didn’t
Jake Wilson retweeted
Buying $AMD in 2023 was LIFE CHANGING
Buying $AVGO in 2024 was LIFE CHANGING
Buying $TSM in 2025 was LIFE CHANGING
Here are 4 stocks I believe can be LIFE CHANGING over the next few years:
1.Broadcom | $AVGO
Current MC: ~$1.6T
The custom AI silicon and networking layer behind hyperscaler buildouts with deep ties to the same customers driving GPU demand
Buying $AMD in 2023 was LIFE CHANGING
Buying $AVGO in 2024 was LIFE CHANGING
Buying $TSM in 2025 was LIFE CHANGING
Here are 4 stocks I believe can be LIFE CHANGING over the next few years:
1.Broadcom | $AVGO
Current MC: ~$1.6T
The custom AI silicon and networking layer behind hyperscaler buildouts with deep ties to the same customers driving GPU demand
2.Broadcom | $AVGO
Current MC: ~$1.6T
The custom AI silicon and networking layer behind hyperscaler buildouts, with deep ties to the same customers driving GPU demand.
3.Super Micro | $SMCI
Current MC: ~$25B
Still one of the more direct ways to play AI server racks. Order visibility and liquid-cooling mix matter more than the headline multiple.
4.Arm Holdings | $ARM
Current MC: ~$150B
Royalty model on the CPUs sitting next to accelerators. Data-center share gains are the part of the story that is still early