THE 4 MOST UNDERRATED STOCKS RIGHT NOW: 👇 1. $SOFI - 10+ consecutive quarters of growth. Lending, financial services, member growth had been exploding and will continue to grow. Anthony Noto the CEO has been buying 3 separate times, giving a bode of confidence. 2. $TSLA - on the verge of massive growth in autonomy and energy plus a re-acceleration in their auto business. They have been building the infrastructure needed to sustain their future growth for over 5 years. SpaceX merger with Tesla could be a big tailwind for the stock as well. 3. $META - with the recent sell off in the stock, Meta is in a buy zone. Over half the globe uses their products every single day and their investment into AI will only increase their profits as time passes. $600 for this stock is silly when we look out o
THE 4 MOST UNDERRATED STOCKS RIGHT NOW: 👇 1. $SOFI - 10+ consecutive quarters of growth. Lending, financial services, member growth had been exploding and will continue to grow. Anthony Noto the CEO has been buying 3 separate times, giving a bode of confidence. 2. $TSLA - on the verge of massive growth in autonomy and energy plus a re-acceleration in their auto business. They have been building the infrastructure needed to sustain their future growth for over 5 years. SpaceX merger with Tesla could be a big tailwind for the stock as well. 3. $META - with the recent sell off in the stock, Meta is in a buy zone. Over half the globe uses their products every single day and their investment into AI will only increase their profits as time passes. $600 for this stock is silly when we look out o
$SOFI five years ago vs today: $16 shareprice 🆚$16 shareprice 1.5M members 🆚14.7M members Unprofitable 🆚Profitable ‘BUT DILUTION’ SHUT UP. CEO keeps buying himself.
$SOFI five years ago vs today: $16 shareprice 🆚$16 shareprice 1.5M members 🆚14.7M members Unprofitable 🆚Profitable ‘BUT DILUTION’ SHUT UP. CEO keeps buying himself.
Tesla is a car business, yet they’re: 1. Spending $25 billion in CapEx for AI… 2. Building a million-unit robot line in Fremont while discontinuing two flagship vehicles to make room for it. 3. Constructing a 10 million unit line at Giga Texas (already under construction; we have drone views, thanks Joe!). 4. Starting Cybercab production with a line capable of a 1 million annual run rate. 5. Having the most compute of any manufacturer; Cortex 2 is coming online this year to train Optimus with 500 MW using 230,000 H100-equivalent GPUs. 6. Partnering with SpaceXAI and Intel to build the largest chip fab in the world, with everything needed under one roof. 7. Operating unsupervised robotaxis in 3 cities with a fleet of nearly 40 and scaling. 8. Offering the world’s most advanced ADAS (FSD) in
Tesla is a car business, yet they’re: 1. Spending $25 billion in CapEx for AI… 2. Building a million-unit robot line in Fremont while discontinuing two flagship vehicles to make room for it. 3. Constructing a 10 million unit line at Giga Texas (already under construction; we have drone views, thanks Joe!). 4. Starting Cybercab production with a line capable of a 1 million annual run rate. 5. Having the most compute of any manufacturer; Cortex 2 is coming online this year to train Optimus with 500 MW using 230,000 H100-equivalent GPUs. 6. Partnering with SpaceXAI and Intel to build the largest chip fab in the world, with everything needed under one roof. 7. Operating unsupervised robotaxis in 3 cities with a fleet of nearly 40 and scaling. 8. Offering the world’s most advanced ADAS (FSD) in
1 year ago, MU was at $65. It's up 1100% so far. DRAM launched on 1 month ago and its up 85% already. Here's every company inside $DRAM and why they'll print 1000%-2000% over the next 5 years: 🔵 Micron Technology ($MU) — 24.13% The US's only HBM chip maker. AI data centers can't run without their memory. Demand will 10x as LLMs scale. 🟢 SK Hynix — 23.61% South Korea's memory giant and NVIDIA's #1 HBM supplier. Every H100 and B200 chip runs their memory inside. 🟠 Samsung Electronics — 25.02% World's largest memory producer. Dominates NAND and DRAM. Spending $200B+ to stay at the cutting edge of AI chips. ⚪ Kioxia (285A.JP) — 4.98% Japan's top NAND flash maker, spun out of Toshiba. AI storage explosion will drive massive enterprise SSD demand. 🔴 SanDisk ($SNDK) — 4.81% Pure-play NAND flash a
1 year ago, MU was at $65. It's up 1100% so far. DRAM launched on 1 month ago and its up 85% already. Here's every company inside $DRAM and why they'll print 1000%-2000% over the next 5 years: 🔵 Micron Technology ($MU) — 24.13% The US's only HBM chip maker. AI data centers can't run without their memory. Demand will 10x as LLMs scale. 🟢 SK Hynix — 23.61% South Korea's memory giant and NVIDIA's #1 HBM supplier. Every H100 and B200 chip runs their memory inside. 🟠 Samsung Electronics — 25.02% World's largest memory producer. Dominates NAND and DRAM. Spending $200B+ to stay at the cutting edge of AI chips. ⚪ Kioxia (285A.JP) — 4.98% Japan's top NAND flash maker, spun out of Toshiba. AI storage explosion will drive massive enterprise SSD demand. 🔴 SanDisk ($SNDK) — 4.81% Pure-play NAND flash a
Another... 40! Cyebrcab is preparing the global takeover :D Once we hit 40 per day, Tesla produces 1200/month. When we hit 100 per day, it will be 3,000. 4 months of 3,000 is 12,000. That's why I maintain my prediction of over 10,000 Robotaxis by end of the year. If that happens, fair value is $600, and the odds of the stock significantly overshooting are very high. Cybercab timeline always has been my #1 source of confidence for quantitative Robotaxi predictions, because it is a capital expenditure forcing function that Tesla was always unlikely to get wrong.
Another... 40! Cyebrcab is preparing the global takeover :D Once we hit 40 per day, Tesla produces 1200/month. When we hit 100 per day, it will be 3,000. 4 months of 3,000 is 12,000. That's why I maintain my prediction of over 10,000 Robotaxis by end of the year. If that happens, fair value is $600, and the odds of the stock significantly overshooting are very high. Cybercab timeline always has been my #1 source of confidence for quantitative Robotaxi predictions, because it is a capital expenditure forcing function that Tesla was always unlikely to get wrong.
Ok $SOFI is starting to get really attractive at $15. - 43% revenue growth YoY - 100% EPS growth YoY - 35% increase in members - THREE recent open market buys from the CEO The moat is improving, top line growth is strong, and profitability is ramping up. That's a recipe for long term compounding.
Anthony Noto has NEVER sold a single $SOFI share 77% of his entire net worth is already in the stock Now he’s buying again for the first time in 2 years The last time he was buying aggressively… $SOFI rallied 500% You know what happens next right?
Anthony Noto has NEVER sold a single $SOFI share 77% of his entire net worth is already in the stock Now he’s buying again for the first time in 2 years The last time he was buying aggressively… $SOFI rallied 500% You know what happens next right?