$NVIDIA(NVDA)$   Easy [Cool]  [Allin]  $XPENG-W(09868)$  $SingPost(S08.SI)$  $Duolingo, Inc.(DUOL)$  $iQiyi Inc.(IQ)$  

$NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$ $SPDR S&P 500 ETF Trust(SPY)$ 🔥📉💭 History Rhymes Before It Crashes 📈🧠🔥 🧠 The 1998 “Fake Top” That Wasn’t In September 1998, Time magazine ran a cover asking “Is the boom over?” The S&P 500 had just fallen nearly 20 % in weeks amid the LTCM collapse and Russian default. Sentiment was shaken, headlines were gloomy, and many assumed the cycle had peaked. Yet what followed wasn’t a collapse. It was an 18-month melt-up that became one of the most powerful speculative waves in modern financial history, peaking in March 2000. 💻 Then: Speculation Without Substance The poster child of that era was Pets.com, a company

🌟🌟🌟Oklo $Oklo Inc.(OKLO)$ is  one of the most electrifying moonshots in the market right now.  If Nvidia is the brain of AI, Oklo wants to be its power source.  Oklo is offering modular nuclear reactors that could fuel the next generation of data centers, smart cities and energy hungry innovation. Oklo is up a massive 1,200% in just 1 year! What is fueling Oklo's hype? AI and Energy Nexus: As AI models  grow, energy demand is exploding.  Oklo's SMRs offer on site zero emission power for data centers. Colocation Strategy:  Partnering with $Vertiv Holdings LLC(VRT)$ to integrate cooling & power systems directly into facilities. Oklo has Federal backing as it has been sele

🌟🌟🌟 $Solid Power, Inc(SLDP)$ wants to be the heart of the EV revolution, pumping out solid state batteries that could redefine safety   range and charging speed. Why $Solid Power, Inc(SLDP)$ could be a game changer : Solid  Power's Tech Edge is producing sulfide based solid state batteries.   These batteries are safer, faster charging and longer lasting than lithium ion. Its Moat is IP and partnerships with BMW and Ford.  Narrative Appeal :  Solid Power is positioned as a picks and shovels play in the EV gold rush. Solid Power is still in its early stages of growth as commercial rollout us expected in 2026.  However the potential is huge as EV is here to stay.

🌟🌟🌟If Nvidia is the brain of the AI revolution, Rocket Lab $Rocket Lab USA, Inc.(RKLB)$ wants to be the arms and legs of orbital infrastructure.  Rocket Lab isn't just launching rockets.  It is building an end to end space platform, from launch to satellite buses to laser comms. Rocket Lab is winning contracts from NASA, US Space Force and European agencies. Analysts like Roth Capital and Needham have lifted price targets to USD 60 and USD 55 respectively. Space is the final frontier and myriad possibilities are waiting to be discovered.  Rocket Lab is just at the start of its exponential growth ahead. @Tiger_comments @Tiger

Here is a concise, research-backed shortlist of emerging companies with credible, moat-shaped innovation—plus a view on timing vs. time-holding. Candidates to study now (by theme) Databricks (AI data + platforms, private) — Scale and switching costs: >$4B revenue run-rate, >140% NRR, $1B+ AI run-rate; deep enterprise embed builds defensibility against hyperscalers. Key risk: platform overlap with cloud vendors.  Groq (AI inference hardware, private) — Purpose-built LPU architecture for low-latency, high-throughput inference; offers differentiated price-performance for LLM serving. Watch for multi-year contracts beyond early adopters. Key risk: capital intensity and ecosystem/tooling maturity.  Cerebras Systems (AI compute, private) — Unique wafer-scale chips (WSE-3) with re

Yes and they are still going

Possible. It is likely just guessing or it would be too easy to hit right and be rich. Timing and conviction is important.

I personally feel the next Nvidia like stock is unlikely to be from the IT sector. It is likely to be from a totally new field. My personal favourite is a company like$Joby Aviation, Inc.(JOBY)$  . It is more of a conviction pick.

$Oracle(ORCL)$   Maybe oracle.... Current forward PE only about 50 while PLTR is 200+.... Watch it and buy the dip.

Of cos there would be ! The magic of stock market is always there will be a new born coming to become the next winner. Ps… there is far more losers then winners … just rem to stay protected and not overly . ❤️🌹

I have not identified any stock with such potential that also fit my risk appetite. We can probably identify new energy, AI and technology as the new industries of the future with potential for much growth. However, within each industry, it is hard to identify the winner so early on. For my risk appetite, I prefer to have some clarity before putting my money in. I think it is better to earn less than to lose money. After all, if I identify a stock that I am willing to put in money, it will be likely a small position that gives small absolute profit versus my conviction at a later time to put in more to yield a bigger profit margin. While waiting for this clarity, putting my money in winner stocks could yield better returns. So, I definitely agree that recognising the iPhone moment is mor

Couldn't count stocks out and stocks in then it would useful for AI

Based on the question, I think the key word is “conviction” to constantly innovate and evolve, in that case maybe understanding the profile of the leader/founder/ceo and his mgmt team is one important consideration to identify the next “Nvda” over a longer timeframe or 10-15 years?

I’d agree that timing and conviction often matter more than simply holding for a long horizon. Nvidia, Tesla, and Palantir all had clear inflection points where their narrative shifted from “niche” to “mainstream,” and the outsized returns went to investors who recognised those moments early. As for emerging names with moat-based innovation potential, I’d keep an eye on companies in AI infrastructure (e.g., semiconductor design beyond GPUs), synthetic biology, and energy storage. The common thread is that these sectors have steep barriers to entry, compounding advantages from scale or data, and long runways for growth. Holding for 15 years only works if the company keeps compounding. But recognising the “iPhone moment”—where technology meets mass adoption—is what really separates exponenti