To The Moon

$SoFi Technologies Inc.(SOFI)$   From my point of view, SoFi (SOFI) is being underestimated, and I see two major catalysts on the horizon that could send the stock price significantly higher. First, in the short term, I'm expecting a strong quarter. The company has already reached profitability, and I think they're going to deliver another "beat-and-raise" earnings report. If they show strong numbers, it will prove their growth story is on track and should bring in a wave of new buyers. Second, the bigger play is its potential inclusion in the S&P 500. This is the real "golden ticket." Now that they've met the profitability criteria, it's a matter of when, not if. The moment that announcement hits, every ind

🌟🌟🌟Beyond Meat $Beyond Meat, Inc.(BYND)$ had a wild, meme fueled week - a rally so explosive it defied logic, fundamentals and gravity. Price surged from USD 0.52 to as high as USD 7.69.  Then it plummeted to close at USD 2.19. This dramatic reversal followed a week of speculative frenzy fueled by a Walmart distribution deal and  inclusion in a meme stock ETF $Roundhill Meme Stock ETF(MEME)$. However Beyond Meat's fundamentals are still weak. Its Q2 revenue was down 20% YoY to USD 75 million.  It only has USD 117 million in cash vs USD 1.2 billion in debt. Unless its fundamentals improve, Beyond Meat risks becoming another cautionary tale of meme euphoria.

As I reflect on the recent US-China talks in Kuala Lumpur, I'm encouraged by the progress reported. The easing of tensions and the potential for a final agreement on TikTok, combined with agreements on soybean purchases and the postponement of rare-earth export restrictions, suggest a positive shift. It's fascinating to see how these developments have already influenced the markets, with gold prices dropping 1.3% and US stock futures rising ahead of the market open. This momentum gives me hope for the upcoming meeting. Looking ahead to this week's US-China meeting, I'm cautiously optimistic. Given the recent consensus and the constructive dialogue between the two nations, I believe there's a good chance it could go well. If the discussions continue to build on the Kuala Lumpur consultation

1. $Portillo’s Inc.(PTLO)$ It's not without risk, but if Portillos can return to even modest growth and improve same-store sales and margins, this could be a phenomenal risk/reward. Shares are trading for ~1/10th the P/S multiple of Chipotle. 10x in 10 years? 🤔Image2. $Spotify Technology S.A.(SPOT)$ Margin and multiple expansion have been the drivers of SPOT stock over the past 3 years.To keep momentum, we need to see revenue growth tick higher. Will that come from ads? Higher prices? Or new products?Image3. $Alphabet(GOOG)$ $Alphabet(GOOGL)$ Alphabet reports on Wednesday and Google Cloud will be the focus. Last quarter

You’ve asked two key questions: (1) “Which tech giants might hit all-time highs next week?” and (2) “Which of them may show meaningful progress in AI?” I’ll address each with as much professional detail as possible, emphasising what the market seems to expect and what to watch out for. --- 1. Potential to hit all-time highs next week Given the upcoming earnings from Alphabet Inc. (GOOGL), Microsoft Corporation (MSFT) and Meta Platforms, Inc. (META) — and based on commentary such as from Jim Cramer that all three could deliver “great results” (with Microsoft as potentially the strongest) — here’s a breakdown. Alphabet (GOOGL). • Alphabet is already hitting new highs this week. With momentum and positive sentiment, it’s a strong contender. • If its quarter delivers strong growth in its core

You’ve raised some very pertinent questions about NVIDIA Corporation (“NVIDIA”) and its upcoming NVIDIA GTC 2025 (GTC) keynote by Jensen Huang. Below is a structured analysis of the probability that NVIDIA will announce new partnerships and whether the event might propel the stock to new highs — or conversely lead to a “sell the news” reaction. --- 1. Will NVIDIA announce new partnerships at GTC? Evidence in favour Historically, GTC keynotes by Jensen Huang have included both major product announcements (e.g., new GPU architectures, AI model platforms) and high-profile partner collaborations. For example, at a previous GTC Huang announced a dedicated quantum research lab in Boston in partnership with academia/industry.  Analysts expect that NVIDIA will emphasise its AI ecosystem, infr

This week, AMD (Advanced Micro Devices) looks most promising. The stock surged recently on optimism over AI and data-centre growth. AMD’s latest quarters showed strong revenue momentum and expanding margins, with forecasts projecting double-digit growth ahead. Its MI300 AI chips are gaining traction among cloud providers, positioning AMD as a credible challenger to Nvidia. Short-term catalysts include possible enterprise AI partnerships and further demand updates from hyperscalers. However, valuations are rich, so any mild disappointment could trigger profit-taking. Overall, AMD combines solid fundamentals, accelerating AI exposure, and positive sentiment—making it the U.S. stock I’m most optimistic about this week.

As an enthusiast watching the NVIDIA GTC Week unfold from October 27-29, I'm genuinely excited about Jensen Huang's keynote speech. With the event spotlighting cutting-edge fields like AI inference, quantum computing, and robotics, I believe NVIDIA is poised to make a significant impact. Huang's track record of introducing visionary concepts like "AI factories" and "intelligent agents" has consistently shaped the industry, and I'm confident this year will be no different. The buzz around his long-term vision for the AI ecosystem has me optimistic about what's to come. I'm particularly bullish on the possibility of NVIDIA $NVIDIA Corp(NVDA)$  $GRANITESHARES 1.5X LONG NVDA DA