Investor | Trend-follower. Risk first. Process over prediction. U.S. stocks & crypto. Daily notes and positioning → link：https://xitter.cf/t.co/YcGlWXsZIA
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🚀 Where will the next 10-bagger come from?
Everyone’s looking for the next Nvidia or Microsoft. I like to start with a different question: Which industries will matter a lot more ten years from now? 💡
That’s why I’ve been digging into the AI supply chain, from cloud giants, data centers, and network switches to liquid cooling and optical communications. Then there are the AI chips themselves, the high-bandwidth memory they need, the advanced packaging that ties them together, and the electricity that powers it all.
Any one of those links could produce a big winner. A few of us in my group chat put this map together while we were comparing notes on where to look. 📌
👇 Which part of the AI supply chain do you think is most likely to produce the next stock that goes 10x?
#USStocks #Investing #TechStocks #FutureTech #FinancialFreedom
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I am 72 years old.
I have summarized some simple rules for beginners:
Price falls 5% → Hold
Price falls 15% → Buy 10%
Price falls 25% → Buy 25%
Price rises 5% → Continue holding
Price rises 15% → Continue holding
Price rises 25% → Sell 10%
Price rises 35% → Sell 20%
Price rises 45% → Sell 30%
Price rises 60% → Sell 40%
Price rises 100% → Sell everything
Discipline + patience = stable long-term growth!!
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All my buy and sell signals in pinned group!
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Desi Lydic breaks down the scandalous sexpionage story surrounding Nvidia CEO Jensen Huang that's shaking the tech world.
Huang engaged in an ongoing affair with an alleged Chinese spy while advocating for permission to sell his company’s microchips to the communist superpower, and has garnered sympathy from Trump and ire from others.
Plus, Josh Johnson chimes in to defend Huang in his moment of need.
#Nvidia #JensenHuang
0:00 - Desi Lydic's TDS Welcome
0:20 - Nvidia CEO Admits Affair With Alleged Chinese Spy
3:00 - Nvidia CEO Posts Many Photos of Himself with Spy
4:42 - Trump Was Briefed on Huang's Affair a Year Ago
6:26 - Josh Johnson Weighs in on Jensen Huang's Affair
Trump talked about how hard this has been on Jensen Huang. I kept waiting for him to mention Huang’s wife and family.
I’m still waiting.
That’s the part of this Daily Show clip that stuck with me. Listening to Trump, you’d think the injustice was that Huang got caught. His family had no say in any of this, and now they have to live through it in public.
Did that bother anyone else?
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NVDA dipped to $152 premarket. That was the gift. Anyone could have taken it.
Now ask the only question that matters. What was the market actually afraid of?
Every bearish headline for five weeks had one name in it. That name just left the building.
The FUD was the CEO. The CEO is gone. The uncertainty that mattered most just cleared.
And the China angle the bears keep screaming about? China is about 8% of total revenue, mostly products sanctions don't cover. AI chip shipments there are under 1% of data center revenue. Guidance already assumes zero. It can't touch the print.
Then Trump weighed in on Truth Social: only one man should take Jensen's place. Tim Cook.
Nobody knows if that happens. But when the President is personally picking who should run your company, Washington isn't trying to break it. That's bullish.
So the fear is gone, China is noise, and Washington is on Nvidia's side.
What's left is the range. $150 to $170. Price chops there while the market digests the transition. That's where I'm buying more.
Earnings land November 17. Then it flies. Target $260.
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$NVDA BUY at $155–$160.
The bad news has been fully priced in. It's time to buy.
$AMD Strong AI growth, but don't chase after the recent rally.
$TSLA Huge long-term potential, but valuation remains a concern. Don't buy for now.
$AVGO Buy at $325–$335
$QCOM Buy at $165–$170
$MRVL Buy at $154–$160
$ANET Buy at $186–$191
$TSM Buy at $390–$402
$MU Don't chase after the recent rally.
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Correct answer: C. CTVA (Corteva)
It dropped about -24% today (earnings-related), the worst performer in the S&P 500.
SMCI ~-11%, GPN ~-12%, NVDA ~-4.5%.
Which stock was the biggest loser in the S&P 500 today?
A. SMCI (Super Micro)
B. GPN (Global Payments)
C. CTVA (Corteva)
D. NVDA (Nvidia)
Drop your guess in the comments. Answer in 2 hours with the exact % moves.
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Set aside the scandal that cost him his job for a moment and consider what Jensen Huang actually built.
He leaves behind the first company in human history to reach a $5 trillion valuation, the undisputed engine room of the artificial intelligence revolution, and a chip architecture that powers virtually every major AI breakthrough.
Thank you Jensen. 🙏
Blackwell retweeted
🚨 THIS IS NOT NORMAL, HISTORY IS REPEATING!!
Jensen Huang just RESIGNED from NVIDIA after 33 YEARS.
And the similarities with Apple's history are TERRIFYING.
Look at this:
→ 1985: Steve Jobs was FORCED OUT of Apple.
→ $AAPL crashed 77%.
Now look at NVIDIA:
→ 2026: Jensen Huang LEAVES after 33 years.
→ $NVDA has ALREADY crashed 35% from its highs.
But here's what everyone is MISSING:
In 2000, the internet was supposed to change EVERYTHING.
And it did.
$NVDA fell as much as 14.3% Thursday morning after Jensen Huang resigned. By noon in New York, it had clawed back most of that drop and was down about 5% on the day. Even after the bounce, shares were roughly 32% below their early October high.
Steve Jobs getting pushed out of Apple in 1985 comes to mind. For investors, though, I think the dot-com boom offers a better lesson. You could be right about how much the internet would change the world and still pay too much for an internet stock. Stanford Report
That’s what I’m thinking about ahead of Nvidia’s Nov. 17 earnings. I’ll be listening for two things. Are its biggest customers sticking to their chip orders? And does management still expect the next generation to ship on time? Those answers matter more to me than how much of Thursday’s drop got bought. Yahoo Finance
If you own $NVDA , what would make you rethink the position first: a major customer cutting orders or Nvidia pushing back its next chip launch?
SAVE THIS CHART. YOU MAY NEED IT SOON.
Keep in mind:
I’ve spent 40+ years studying the markets and have called every major top and bottom.
I’ll post my next market call here first, then share the full breakdown in my WS group. The link to join is in my bio.
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