To The Moon

AI has been a hot investing topic in recent years! This week saw a very busy slate of SaaS earnings, with three companies standing out:$MongoDB Inc.(MDB)$ delivered a major earnings beat and raised guidance.$Credo Technology Group Holding Ltd(CRDO)$ reported blowout top- and bottom-line results and issued a sharply higher-than-expected revenue outlook.$Salesforce.com(CRM)$ posted better-than-expected quarterly profit and raised its outlook.Dan Ives tweeted thatthe robust numbers from MongoDB, $Marvell Technology(MRVL)$ , and $CrowdStrike Holdings, Inc.(CRWD)$ are sending an import

🌟🌟🌟 It is gratifying to know that my 2 top picks $Alphabet(GOOG)$ and $NVIDIA(NVDA)$ is in Wedbush's 2026 list . I share Dan Ives' bullish outlook on the AI revolution which is based on the core thesis that the market is still underestimating the scale and long term impact of artificial intelligence. I like Dan Ives' idea of the "4th Industrial Revolution" - the beginning of a multi decade build out rather than a speculative bubble . @Tiger_comments @TigerStars @Tiger_SG @TigerClub

Key Takeaways $Goldman Sachs(GS)$ ' 2025 Family Office Report shows that among 245 family offices globally with an average of over $1 billion in assets under management, their biggest concerns are geopolitical conflicts (61%) and the failure of the world order, rather than market volatility.Asset Allocation Strategy (Average):Cash 12%: As tactical "ammunition," used for bottom-fishing and adding to positions, not for hoarding.Equities 31%: Heavily invested in high-quality core assets (especially US tech stocks), serving as a foundation for inflation protection.Alternative Assets 42%: Core hedging tools, including gold, private equity, real estate, infrastructure, and energy, building an "anti-fragile" portfolio.Key Investment Directions:AI (86% All

The strongest AI candidate in 2026 Dan Ives’ revised AI-30 framework suggests that infrastructure-layer AI names remain the most advantaged going into 2026. The companies with the clearest revenue visibility, deep enterprise penetration and defensible moats continue to be the hyperscalers and critical-infrastructure vendors. For 2026, the strongest overall AI pick is still Microsoft. It benefits from four reinforcing drivers: 1. Copilot embedded across Windows, Office and Azure 2. Cloud-scale AI infrastructure 3. The most proven enterprise distribution 4. Early monetisation already showing up in growth reacceleration This makes it the clearest “AI monetisation now” story, not merely a future optionality play. --- Is Snowflake the buying opportunity? Snowflake remains one of the purest ente

Dan Ives is back with a fresh shakeup to his popular IVESAI 30 list. The veteran tech analyst at Wedbush just added two red-hot AI pure-plays in CoreWeave (CRW), Iren (IREN), and another tech giant, Shopify (SHOP), to his roster of AI winners heading into 2026. In this article I would like to share why I prefer to look at high-quality AI stocks in 2026, and here is a forward-looking analysis on why investors may favor high-quality tech names like $Alphabet(GOOGL)$, $Amazon.com(AMZN)$ Amazon (AMZN), $Palantir Technologies Inc.(PLTR)$ Palantir (PLTR), $NVIDIA(NVDA)$ Nvidia (NVDA), and

yes AI has so many legs to go... for AI go for the top names, that's all you need. PLTR and those Big tech.  although he took away CRM... CRM just getting started...it going back all time highs man... buy it now. last chance. not financial advice just enthusiasm

Believe AI will remain as the main investment theme in 2026. So far the capabilities are just merely explored, much more can be done and much more to explore in 2026 and beyond

While Ives includes Palantir in his "AI 30," my top individual pick, prioritizing pure-play enterprise monetization and untapped government market leverage, would be Palantir Technologies (PLTR).Palantir has the highest potential growth curve tied to the moment enterprises actually integrate AI into their core operations. It is the specialist designed for this exact inflection point.

Who knows when the AI love affair will end. If it works out then lots of job losses ahead and mega profits galore at $Microsoft(MSFT)$ and $Alphabet(GOOG)$

AI will remain the dominant theme for 2026 for sure

1. Artificial intelligence is a strong theme with continued outperformance forecast for $Alphabet(GOOGL)$ $Microsoft(MSFT)$ 2. Ives ai list is comprehensive listing all major technology firms 3. Coreweave shoplift Iren are technology companies not artificial intelligence companies 4. My top artificial intelligence pick is $Microsoft(MSFT)$

yes spotify

AI will most likely remain the main investment theme in 2026 as big tech pours trillions into AI infrastructure and investors are weighing the profits vs risks.

Thank you AI sector

yes, I still think AI will remain the dominant theme in 2026. I am neutral on Dan Ives list and my conviction is still with Nvidia, Microsoft, Google and Apple. These are the ones I can sort of understand.

AI will remain the dominant stock market force in the near future. My top AI pick is GOOGL. Out of the newly added ones, my favourite is Shopify.

great list

I believe AI will stay the dominant theme in 2026. Recent results from MDB, MRVL, and CRWD show that AI demand is broadening beyond hyperscalers into software and security, signaling a long-term structural trend rather than a short cycle. I think Dan Ives’ updated list makes sense. CoreWeave, IREN $IREN Ltd(IREN)$ , and Shopify $Shopify(SHOP)$ fit the growing need for compute, energy-heavy AI infrastructure, and AI-driven commerce. The removals also feel reasonable given their weaker positioning in the AI monetization curve. My top AI pick remains the major platforms like Nvidia $NVIDIA(NVDA)$ or Microsoft $Microsoft(MS

If you’re looking for the single strongest AI pick right now, NVIDIA (NVDA) stands out as the top choice, thanks to its dominance in AI chips and data-center GPUs, which power most of today’s advanced AI models. Demand for AI infrastructure keeps exploding, and NVIDIA sits at the center of that growth, giving it both high momentum and long-term staying power. Microsoft (MSFT) is a close second, offering broad AI exposure through cloud, software, and enterprise adoption, while AMD (AMD) provides a higher-risk, higher-reward alternative as it pushes aggressively into AI hardware. Overall, NVIDIA remains the most direct and powerful play on the AI boom.

1. $UiPath(PATH)$ surged 6.46%Q3 Revenue: $411.11M vs. $392.97M expected（+4.6% beat）Adjusted EPS: $0.16 vs. $0.15 expected) （+6.7% beat）Outlook: Q4 Revenue Guidance: $462M–$467M (vs. consensus of $462.91M), and ARR between $1.844 billion and $1.849 billion. The company aims for operating income of $140 million and a full-year adjusted free cash flow target of $370 million.UiPath’s stock rose indicating positive investor sentiment. The stock’s movement suggests a recovery trajectory, boosted by the company’s strong financial performance and guidance.CEO Daniel Dines highlighted the company’s strategic direction, stating, "Our automation strategy, combining the reliability of deterministic automation with the intelligence and adaptability of agentic

1. $MongoDB Inc.(MDB)$ soared 22.23%Q3 Revenue: $628M, vs. $592M expected (+6.1% beat)Adjusted EPS: $1.32, vs. $0.80 expected (+65.0% beat)Outlook: Q4 Revenue raised to $665M–$670M (above consensus), Q4 Adjusted EPS: $1.44–$1.48; FY26 Revenue raised to $2.43B–$2.44B, supported by steady cloud-data demand and increased AI-workload adoption.Shares jumped as MongoDB delivered a major earnings beat and raised guidance as its cloud database platform gained traction with customers, signaling strong momentum despite a tough software environment.New CEO CJ Desai said MongoDB is hitting a “once-in-a-lifetime” inflection point driven by AI, cloud, and data trends. He emphasized strong go-to-market execution and broad-based demand.2.

The strongest AI candidate in 2026 Dan Ives’ revised AI-30 framework suggests that infrastructure-layer AI names remain the most advantaged going into 2026. The companies with the clearest revenue visibility, deep enterprise penetration and defensible moats continue to be the hyperscalers and critical-infrastructure vendors. For 2026, the strongest overall AI pick is still Microsoft. It benefits from four reinforcing drivers: 1. Copilot embedded across Windows, Office and Azure 2. Cloud-scale AI infrastructure 3. The most proven enterprise distribution 4. Early monetisation already showing up in growth reacceleration This makes it the clearest “AI monetisation now” story, not merely a future optionality play. --- Is Snowflake the buying opportunity? Snowflake remains one of the purest ente

Dan Ives is back with a fresh shakeup to his popular IVESAI 30 list. The veteran tech analyst at Wedbush just added two red-hot AI pure-plays in CoreWeave (CRW), Iren (IREN), and another tech giant, Shopify (SHOP), to his roster of AI winners heading into 2026. In this article I would like to share why I prefer to look at high-quality AI stocks in 2026, and here is a forward-looking analysis on why investors may favor high-quality tech names like $Alphabet(GOOGL)$, $Amazon.com(AMZN)$ Amazon (AMZN), $Palantir Technologies Inc.(PLTR)$ Palantir (PLTR), $NVIDIA(NVDA)$ Nvidia (NVDA), and

Key Takeaways $Goldman Sachs(GS)$ ' 2025 Family Office Report shows that among 245 family offices globally with an average of over $1 billion in assets under management, their biggest concerns are geopolitical conflicts (61%) and the failure of the world order, rather than market volatility.Asset Allocation Strategy (Average):Cash 12%: As tactical "ammunition," used for bottom-fishing and adding to positions, not for hoarding.Equities 31%: Heavily invested in high-quality core assets (especially US tech stocks), serving as a foundation for inflation protection.Alternative Assets 42%: Core hedging tools, including gold, private equity, real estate, infrastructure, and energy, building an "anti-fragile" portfolio.Key Investment Directions:AI (86% All

🌟🌟🌟 It is gratifying to know that my 2 top picks $Alphabet(GOOG)$ and $NVIDIA(NVDA)$ is in Wedbush's 2026 list . I share Dan Ives' bullish outlook on the AI revolution which is based on the core thesis that the market is still underestimating the scale and long term impact of artificial intelligence. I like Dan Ives' idea of the "4th Industrial Revolution" - the beginning of a multi decade build out rather than a speculative bubble . @Tiger_comments @TigerStars @Tiger_SG @TigerClub

AI has been a hot investing topic in recent years! This week saw a very busy slate of SaaS earnings, with three companies standing out:$MongoDB Inc.(MDB)$ delivered a major earnings beat and raised guidance.$Credo Technology Group Holding Ltd(CRDO)$ reported blowout top- and bottom-line results and issued a sharply higher-than-expected revenue outlook.$Salesforce.com(CRM)$ posted better-than-expected quarterly profit and raised its outlook.Dan Ives tweeted thatthe robust numbers from MongoDB, $Marvell Technology(MRVL)$ , and $CrowdStrike Holdings, Inc.(CRWD)$ are sending an import

1. $UiPath(PATH)$ surged 6.46%Q3 Revenue: $411.11M vs. $392.97M expected（+4.6% beat）Adjusted EPS: $0.16 vs. $0.15 expected) （+6.7% beat）Outlook: Q4 Revenue Guidance: $462M–$467M (vs. consensus of $462.91M), and ARR between $1.844 billion and $1.849 billion. The company aims for operating income of $140 million and a full-year adjusted free cash flow target of $370 million.UiPath’s stock rose indicating positive investor sentiment. The stock’s movement suggests a recovery trajectory, boosted by the company’s strong financial performance and guidance.CEO Daniel Dines highlighted the company’s strategic direction, stating, "Our automation strategy, combining the reliability of deterministic automation with the intelligence and adaptability of agentic

yes AI has so many legs to go... for AI go for the top names, that's all you need. PLTR and those Big tech.  although he took away CRM... CRM just getting started...it going back all time highs man... buy it now. last chance. not financial advice just enthusiasm

While Ives includes Palantir in his "AI 30," my top individual pick, prioritizing pure-play enterprise monetization and untapped government market leverage, would be Palantir Technologies (PLTR).Palantir has the highest potential growth curve tied to the moment enterprises actually integrate AI into their core operations. It is the specialist designed for this exact inflection point.

Believe AI will remain as the main investment theme in 2026. So far the capabilities are just merely explored, much more can be done and much more to explore in 2026 and beyond

I believe AI will stay the dominant theme in 2026. Recent results from MDB, MRVL, and CRWD show that AI demand is broadening beyond hyperscalers into software and security, signaling a long-term structural trend rather than a short cycle. I think Dan Ives’ updated list makes sense. CoreWeave, IREN $IREN Ltd(IREN)$ , and Shopify $Shopify(SHOP)$ fit the growing need for compute, energy-heavy AI infrastructure, and AI-driven commerce. The removals also feel reasonable given their weaker positioning in the AI monetization curve. My top AI pick remains the major platforms like Nvidia $NVIDIA(NVDA)$ or Microsoft $Microsoft(MS

1. $MongoDB Inc.(MDB)$ soared 22.23%Q3 Revenue: $628M, vs. $592M expected (+6.1% beat)Adjusted EPS: $1.32, vs. $0.80 expected (+65.0% beat)Outlook: Q4 Revenue raised to $665M–$670M (above consensus), Q4 Adjusted EPS: $1.44–$1.48; FY26 Revenue raised to $2.43B–$2.44B, supported by steady cloud-data demand and increased AI-workload adoption.Shares jumped as MongoDB delivered a major earnings beat and raised guidance as its cloud database platform gained traction with customers, signaling strong momentum despite a tough software environment.New CEO CJ Desai said MongoDB is hitting a “once-in-a-lifetime” inflection point driven by AI, cloud, and data trends. He emphasized strong go-to-market execution and broad-based demand.2.

Who knows when the AI love affair will end. If it works out then lots of job losses ahead and mega profits galore at $Microsoft(MSFT)$ and $Alphabet(GOOG)$

1. Artificial intelligence is a strong theme with continued outperformance forecast for $Alphabet(GOOGL)$ $Microsoft(MSFT)$ 2. Ives ai list is comprehensive listing all major technology firms 3. Coreweave shoplift Iren are technology companies not artificial intelligence companies 4. My top artificial intelligence pick is $Microsoft(MSFT)$

If you’re looking for the single strongest AI pick right now, NVIDIA (NVDA) stands out as the top choice, thanks to its dominance in AI chips and data-center GPUs, which power most of today’s advanced AI models. Demand for AI infrastructure keeps exploding, and NVIDIA sits at the center of that growth, giving it both high momentum and long-term staying power. Microsoft (MSFT) is a close second, offering broad AI exposure through cloud, software, and enterprise adoption, while AMD (AMD) provides a higher-risk, higher-reward alternative as it pushes aggressively into AI hardware. Overall, NVIDIA remains the most direct and powerful play on the AI boom.

AI will remain the dominant theme for 2026 for sure

AI will most likely remain the main investment theme in 2026 as big tech pours trillions into AI infrastructure and investors are weighing the profits vs risks.

AI Turns Databases Into New Infrastructure Winners: What MongoDB Signals For Snowflake $MongoDB Inc.(MDB)$   has now delivered back-to-back upside quarters in FY2026. After a big beat in Q2, fiscal Q3 (for the quarter ended October 31, 2025) again came in well ahead of Wall Street expectations and the company raised full-year guidance on both revenue and earnings. Shares jumped roughly 15–20% in after-hours trading as investors repriced the stock on stronger growth and margins. For most retail investors, "database" sounds like an IT plumbing topic, not an AI story. But in 2025, the logic is flipping: if AI is the new "application layer," then databases are increasingly the "data operating system" that everyt

yes, I still think AI will remain the dominant theme in 2026. I am neutral on Dan Ives list and my conviction is still with Nvidia, Microsoft, Google and Apple. These are the ones I can sort of understand.

yes spotify

AI will remain the dominant stock market force in the near future. My top AI pick is GOOGL. Out of the newly added ones, my favourite is Shopify.