thought I’d share my latest updated thoughts on $IREN Ltd(IREN)$ that I sent to my subscriber community with all of you since I’ve seen so many questions about what I’m doing with the position in my growth portfolio. IREN has a very real asset base and a genuine power story which in some ways makes its foundation more defensible than many of the neoclouds but the market just isn't going to reward that as instantly as it rewards something like $NVIDIA(NVDA)$ Rubin access or a Jensen architecture signal for $NEBIUS(NBIS)$. The $Microsoft(MSFT)$ relationship i

💬 Hot Take: Are you holding NVDA through this consolidation? Let’s discuss your outlook on the next AI-driven surge! Over the past six months, $NVIDIA(NVDA)$ shares have barely moved. After surging more than 1,100% since early 2023, the AI chip leader has inched up just 1% in the first half of this year, stuck in a prolonged sideways range. What’s weighing on the market? Worries linger over the sustainability of AI spending and whether custom chips are eroding NVIDIA’s market share, keeping investors on the sidelines. But at the recent GTC conference and prior earnings calls, CEO Jensen Huang delivered a forceful response. His core thesis: demand for AI computing power is far from peaking, and NVIDIA’s addressable market could trip

Hello everyone! Today i want to share some trading ideas with you! 1. $Uber(UBER)$ and $Rivian Automotive, Inc.(RIVN)$ are partnering to deploy up to 50K autonomous robotaxis with San Francisco and Miami targeted for the first commercial launches in 2028. Uber will invest up to $1.3B in Rivian through 2031 and the fleet will run exclusively on Uber’s platform. Image 2. $Amazon.com(AMZN)$ has reportedly acquired autonomous robotics startup Rivr. Another sign Amazon is pushing deeper into automating the physical layer of commerce and logistics. Image 3 $Cloudflare, Inc.(NET)$ CEO Matthew Prince says AI bot traffic is on pac

Hello everyone! Today i want to share some technical analysis with you! 1. The options market has 9 lives worth of range priced in for $Red Cat Holdings Inc.(RCAT)$ 2 $SanDisk Corp.(SNDK)$ Not a bear left in storage 3 $Amazon.com(AMZN)$ in the red. Someone lit up the 215 calls today anyway. 4 $Hims & Hers Health Inc.(HIMS)$ Bull flagging fresh off a 75% haircut 5 $SPDR S&P 500 ETF Trust(SPY)$ has officially touched the 200EMA for the first time since May 2025 For SG users only, Welcome to open

Hello everyone! Today i want to share some trading ideas with you! 1 Highest Bearish Sentiment In a Year: $S&P 500(.SPX)$ (1) the latest AAII numbers recorded 52% bears, the highest since 4/3-4/10/25, when tariff scare hit. (2) However, at this juncture, I begin to feel BULLISH--first time in 2026. (3) tmrw marks a significant turning window--MPW leans bullish! 2 6557 has the potential to be THE BOTTOM of this entire correction from 7003. $S&P 500(.SPX)$ This is NOT a minor claim, as you can imagine. Very short-term, TEACT model signals a large rebound is due--if today's openning gap is closed, then most likely the turning window of 3/19-20 is working For SG user

Hello everyone! Today i want to share some technical analysis with you! 1. $Oklo Inc.(OKLO)$ If the market really starts to sell off, this has some pretty big gaps below which fill at $40.43 and $32.63. Image 2. $Robinhood(HOOD)$ Bear flag forming here with a gap below which fills at $68.20. Image 3. $Micron Technology(MU)$ So far a rough reaction to earnings, even though they blew them out of the water. Generally when good news gets sold off, pretty much everything is priced in. Gap below at $429.35. Image 4. $SoundHound AI Inc(SOUN)$ Descending triangle setup with a gap below at $5.73. Image 5.

Hello everyone! Today i want to share some AI trading ideas with you! 1. $Palantir Technologies Inc.(PLTR)$ partners with nuclear navy supplier Keel to deploy AI-powered ShipOS across U.S. shipbuilding backed by up to $448M in funding. The rollout uses Foundry and AIP to accelerate submarine production and modernize the maritime industrial base across 100+ suppliers. Image 2. $Credo Technology Group Holding Ltd(CRDO)$ unveils its Robin optical DSPs for AI data centers targeting 800G + 400G networking with better signal integrity & lower power consumption. $NVIDIA(NVDA)$ CEO Jensen just confirmed copper isn’t going away protects Credo’s core business while Rob

Hello everyone! Today i want to share some Strategies or coordination from AI giants with you! 1. $NEBIUS(NBIS)$ is raising $3.75B via converts. Another example of how aggressively capital is being deployed to fund AI compute capacity and infrastructure buildout. NBIS just received two of the strongest demand signals in the neocloud category in the same week ($27B deal with $Meta Platforms, Inc.(META)$ & $2B investment from $NVIDIA(NVDA)$ ). The conversion premium on these notes will likely be set well above the current share price as Nebius just announced a contract that nearly matches its market cap and 2026 capex is now fully funded. Not bearish. Image

Hello everyone! Today i want to share some technical analysis with you! 1 The Kalshi recession indicator has been tracking the market like a shadow $S&P 500(.SPX)$ $SPDR S&P 500 ETF Trust(SPY)$ 2 $Rocket Lab USA, Inc.(RKLB)$ launching off the November aVWAP as the BBs continue to squeeze 🚀 3 $Opendoor Technologies Inc(OPEN)$ Appetizer: ✅ Main course: 👀 4 $Alphabet(GOOG)$ Knees and toes 5 $Ondas Holdings Inc.(ONDS)$ is on an absolute te

Hello everyone! Today i want to share some technical analysis with you! 1 $Uber(UBER)$ 5 stars from shareholders 2 $Western Digital(WDC)$Solid State. Solid Breakout. 3 $NVIDIA(NVDA)$Your vacation can wait, the 43-day NVDA squeeze cannot. Priorities. 4 $Salesforce.com(CRM)$ management saw the stock price and said "We'll take it." 14% of the entire company... And they plan to do it again. 5 You never needed a Silicon Valley "disruptor" to hit a 200x return. While the world chased the shiniest tech, a car parts store on the corner quietly outperformed almost ever

The RPO graph is the cleanest answer to which enterprise tech companies are actually winning the AI transition. In a world where the “SaaSpocalypse” narrative is repricing every company tied to human workflows, RPO growth is the clearest signal separating the survivors from the casualties. • $Palantir Technologies Inc.(PLTR)$ trading at ~84x RPO growing 143% • $Cloudflare, Inc.(NET)$ trading at ~30x RPO growing 48% • $MongoDB Inc.(MDB)$ trading at ~13x RPO growing 97% • $CrowdStrike Holdings, Inc.(CRWD)$ trading at ~12x RPO growing 38% •

Hello everyone! Today i want to share some technical analysis with you! 1. $Energy Select Sector SPDR Fund(XLE)$ Ready for the next leg? Image 2. $Hims & Hers Health Inc.(HIMS)$ Testing the S/R flip zone this week. Image 3. $Ondas Holdings Inc.(ONDS)$ Please do not play out until after March 20th…. Image People complaining about the price action clearly don’t sell covered calls and/or not in it for the clear fundamental journey this thing is on. For SG users only, Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with unlimited trading on SG, HK, and US stocks, as well as ETFs.

Hello everyone! Today i want to share some technical analysis with you! 1. $Dell Technologies Inc.(DELL)$ Computa, activate bull flag breakout sequence. Image 2. $Duolingo, Inc.(DUOL)$ The owl has landed 🦉 Image 3. $IREN Ltd(IREN)$ Did someone order a bullish engulfing candle? Image 4. $JPMorgan Chase(JPM)$ Wait... is red good or bad? Image 5. $AppLovin Corporation(APP)$ price is $200 cheaper and insiders still don't want it 😬 Image For SG users only, Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with unlimited trading on SG, HK, and US stocks

Hey AI and cloud investors — this one is huge! 🚨 NVIDIA just dropped a bombshell strategic investment into European AI cloud giant Nebius. If you’re tracking pure-play AI cloud stocks, this partnership changes everything. Let’s break down why this is being called the strongest validation yet. As the race for artificial intelligence infrastructure intensifies, European AI cloud leader $NEBIUS(NBIS)$ has gained a heavyweight strategic ally. Semiconductor giant $NVIDIA(NVDA)$announced this Wednesday a major strategic investment in the Amsterdam-based AI cloud provider. The move immediately ignited the capital market, sending Nebius stock surging more than 16% by market close.

Has the Magnificent Seven’s rally run out of steam in 2026? NVDA and META are sliding—and now trading at attractive forward P/E ratios! Do you see this as a buying opportunity for AI leaders, or are you worried about further declines? Are you team NVIDIA (AI infrastructure king) or team Meta (AI monetization master)? Share your take on whether these tech giants are worth adding to your portfolio now! The start of 2026 has brought an unexpected chill to the US stock market. The "Magnificent Seven"—the seven tech giants once revered by investors: NVIDIA, Alphabet, Apple, Microsoft, Amazon, Meta Platforms, and Tesla—have collectively lost momentum so far this year, with their stock prices trending downward. For long-term investors, short-term pullbacks of leading stocks often present a window

If the AI bubble bursts, NVDA and ASML aren’t the only ones at risk—JPMorgan (JPM) could be in trouble too! Will the bank’s M&A, trading, and interest income take a hit from a broader market downturn? Do you think JPM is overexposed to AI-driven market sentiment, or is its diversified business a safety net? Share your take on these high-risk stocks below! The AI wave has swept Wall Street for nearly two years, and names like NVIDIA (NVDA) have become almost synonymous with "unstoppable growth." But beneath the noisy surface, cracks have started to appear. Since last November, major stock indexes have been mostly range-bound, and several well-known AI concept stocks have plummeted after releasing lackluster quarterly earnings. If this signals the start of a broader sell-off—or worse, th

Are you adding these hard-asset stocks to your portfolio for stability? Which one do you prefer—SES’s cash flow & repurchases or AMRIZE’s valuation upside? Share your thoughts below! Against the backdrop of turbulent global capital markets, investors are facing an unprecedentedly complex landscape. From industry disruptions driven by artificial intelligence (AI) to unresolved tariff policies and ongoing geopolitical conflicts, traditional investment frameworks are being challenged. In such an environment, finding targets that offer both a margin of safety and upside potential has become increasingly difficult. However, crisis often breeds opportunity. A professional investment perspective tells us that instead of chasing gains or selling on dips amid the volatility of growth stocks, it