$IREN Ltd(IREN)$ reports earnings on Thursday! Here are 5️⃣ catalysts to watch! 1/ New Hyperscaller Deals $IREN announced the $9.7B $Microsoft(MSFT)$ deal on November 3, 2025, sending the stock up over 20%. This was 4 months ago, and in this time, the company has made meaningful progress towards building additional capacity. A new hyperscaler deal is expected to be announced at any moment and would be a huge catalyst for the stock. $Alphabet(GOOG)$ $Alphabet(GOOGL)$ $Amazon.com(AMZN)$ $Meta Platforms, Inc.(META)$

$Synaptics(SYNA)$ is my next big swing trade. Never heard of it? Good. $3B market cap...very real chance this becomes a monster. For you non-technical folks (like me), AI is starting to run on device, not just in the cloud. So instead of a camera, phone, or robot sending data to a data center to “think", SYNA allows this to happen instantly, privately, and directly on the device. Privacy is the huge advantage here. Gov't, military, business, personal...privacy is becoming a non-negotiable. $Alphabet(GOOG)$ $Alphabet(GOOGL)$ only a year ago, selected SYNA as a key partner to "accelerate development of context aware devices". Another angle I like is SYNA's positio

"Where is the ROI on $Meta Platforms, Inc.(META)$ AI Capex?" Here it is: - Price per ad 📈 +6% - Ad Impressions 📈 +18% - Daily Active Users 📈 +6.9% - 📈 +40M Q/Q - 📈 +230M Y/Y - Total Revenues 📈+24% - Operating Cash Flow 📈+29% - Other Revenue (WhatsApp) 📈+54% The AI capex is already delivering ROI. Without the capex, the company wouldn't be growing as fast as it is. Just because there isn't a single line in the income statement called "AI revenue" doesn't mean that META isn't generating AI revenues. 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. 🎉Cash Boost Acco

Feels like a coordinated effort this week to push the "layoffs due to AI" headlines. What happened behind closed doors in Davos? Can't say for sure, but seems like word is spreading that ai, automation, and robotics technology is ready. Even $Tesla Motors(TSLA)$ is shifting logistics to focus on Optimus (announced yesterday). Timing is notable, and coincidences don't exist. They’re about to push this narrative hard. Here are my fav robotics & automation stocks right now: TSLA...optimus (obv). humanoids, real-world robotics, ai, maybe the best positioned to re-price. $Symbotic Inc.(SYM)$ ...ai-driven warehouse robotics, pure-play automation with real deployment at scale.

We are currently experiencing a massive semiconductor boom due to the convergence of multiple technological trends. Battery costs have fallen to a level that makes electric vehicles, smartphones, laptops, and other devices more affordable than ever before! Internet has never been faster and more widely available, driving growing demand for connected technologies! Semiconductor designers, such as $NVIDIA(NVDA)$ , are creating extremely powerful chips, enabling new use cases! Specialized $25B+ semiconductor fabrication facilities built by $Taiwan Semiconductor Manufacturing(TSM)$ are manufacturing millions of semiconductor chips like clockwork! All while the AI revolution is fueling unprecedented demand for

$SoFi Technologies Inc.(SOFI)$ reports earnings on Friday! Here are 5️⃣ key metrics to pay attention to:🧵 1/ Members & Products $SOFI Member Ads in 2025: - Q1 800K - Q2 850K - Q3 905K Can they add 1M in Q4? 2/ ADJ EBITDA This is a key metric and a proxy for FCF. $SOFI guided for $1,035B for 2025. So far in 2025, they have earned $736M. $299M to reach the guide would imply 51% Y/Y growth. 3/ Lending Originations In Q3, $SOFI Originated: - $3.4B in Loan Platform Business - $4.1B in Personal Loans - $1.5B in Student Loans - $945M in Home Loans Strong LPB growth is required for the share price to increase. 4/ The Technology Platform This segment has been underperforming expectations for 3 years. - 12% Y/Y growth in 2023 - 12% in 2024 - 10.6% in LT

Copper is the second most used material by the DoD. Trump said on July 9th that "America will once again build a dominant copper industry". If the US gov't is building strategic positions in critical materials, copper seems like the next target. There are a couple of US-headquartered copper producers that I like, including: Freeport McMoRan, $Freeport-McMoRan(FCX)$ ...largest U.S. copper producer + deep DoD relevance, has domestic & global mines, + direct leverage to domestic supply chains. Ivanhoe Electric, $Ivanhoe Electric Inc.(IE)$ ..tech-driven mining model, fits the “next-gen mining” narrative + has high upside if US prioritizes new supply. $Global X Copper Mi

Rare Earths & Critical Minerals. This theme can make you rich, and it's only getting bigger with Trump + US gov't exposure... My top 8 favorite names to watch right now: Rare Earths... $MP Materials Corp.(MP)$ …still the top U.S. rare earth pick; fully integrated from mine to magnet, Mountain Pass expansion + pentagon-backed supply chain narrative. $CRITICAL METALS CORPORATION(CRML)$ …one of the breakout names of 2026; overlaps rare earths + critical minerals; one of the cleanest dual-exposure plays in the space + heavy rare earth leverage. $USA Rare Earth Inc.(USAR)$ …gaining traction fast; domestic processing and magnet ambitions make it a pure “america-first

Peptides are the next major health trend. Haven’t seen google search interest accelerate this fast since pokemon go. This is a major part of the bull case for $Hims & Hers Health Inc.(HIMS)$ . If $Novo-Nordisk A/S(NVO)$ & $Eli Lilly(LLY)$ are the producers, then $HIMS is a distribution layer. But it's planning to be more than that. Roughly 1 year ago, HIMS acquired a US-based peptide facility. Meaning HIMS is not just selling peptides anymore...it's building infrastructure to manufacture + control them. It's emerging as one of the largest consumer distribution channels for GLP-1 drugs in the US. HIMS is building a GLP-1 business that's approaching $700M+ in

Social arbitrage play setting up in the fighting world. UFC is hosting fight night at the White House on June 14th. And if there’s one thing Trump understands...it’s attention. The media cycle will only accelerate as this puppy gets closer too. Dana White calling it "an event unlike any in company history". UFC's parent company is traded under the ticker $TKO Group Holdings(TKO)$ . We've seen the "Trump basket" of $Intel(INTC)$ $Trump Media & Technology(DJT)$ $MP Materials Corp.(MP)$ go nuts...I think you can add TKO into that (adjacently). No brainer for the next two quarters. TKO is currently $204. For SG users only, W

Read to the end for my thesis on the connection between robotics and guns. Few months ago, my brother’s wife asked about buying a gun. She’s 4’11 and has never touched one in her life. My sister said the same thing a week later. I was thinking wtf is going on here...something's shifting. So I looked into it a lil bit. Around 2020 gun demand was a fear thing...covid, riots, politics. I believe there's a new (somewhat similiar) story in 2026, six years later. Lots of uncertainty creeping in again between election cycle coming, geopolitics, police, self defense...even ai. Google searches for "best gun" + similar searches are rising again quickly. SWBI crushed earnings in back to back quarters. Stock found a base and is making higher lows. And here's a very interesting question to chew on... D