Ryan Davis retweeted
What if the biggest AI investment opportunity isn't in the fastest-growing neocloud?
$ORCL already has the enterprise relationships and cloud infrastructure to capture growing AI demand.
Meanwhile, $NBIS faces a much tougher challenge: funding expansion while delivering attractive returns.
Would you rather own established infrastructure or bet on an expensive growth race?
What if the biggest AI investment opportunity isn't in the fastest-growing neocloud?
$ORCL already has the enterprise relationships and cloud infrastructure to capture growing AI demand.
Meanwhile, $NBIS faces a much tougher challenge: funding expansion while delivering attractive returns.
Would you rather own established infrastructure or bet on an expensive growth race?
Ryan Davis retweeted
The real opportunity is in the entire AI supply chain, not just the headline names. As NVIDIA scales, demand for memory, advanced packaging, networking, and power infrastructure could create huge opportunities.
If you're investing for the next 3–5 years, pay attention to this.
Jensen Huang basically says the BIG opportunity isn't just buying NVIDIA — it's owning the companies supplying the AI bottlenecks behind its GPUs.
Here are 5 NVIDIA-related stocks with potential for 10x growth：
1) $TSM
The real opportunity is in the entire AI supply chain, not just the headline names. As NVIDIA scales, demand for memory, advanced packaging, networking, and power infrastructure could create huge opportunities.
If you're investing for the next 3–5 years, pay attention to this.
Jensen Huang basically says the BIG opportunity isn't just buying NVIDIA — it's owning the companies supplying the AI bottlenecks behind its GPUs.
Here are 5 NVIDIA-related stocks with potential for 10x growth：
1) $TSM
Ryan Davis retweeted
If you fucking think AI is a bubble, then you can leave.
I don’t care what your portfolio looks like, whether you’ve invested $1,000, $10,000, or even $10,000,000.
These 5 stocks are the ones that can outperform the entire market before Christmas:
1. $NBIS
The humanoid robotics opportunity goes far beyond Tesla. AI platforms, motors, sensors, and precision components could all benefit as adoption grows. The real test will be revenue growth and execution. Your perspective and @soulehoward1’s analysis are both worth following.
Elon Musk predicts there could be 1 billion humanoid robots worldwide within the next decade.
If you’re already 31, your portfolio should have exposure to at least two of these five stocks.
I’m only going to say this ONCE:
1. （ $TSLA
Ryan Davis retweeted
📈 Let’s grow together!
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Join our investing community to discuss market trends, discover stocks to watch, and share insights on AI, tech, earnings, and emerging opportunities.
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#Stocks #StockMarket #Investing #AIStocks #TechStocks #NASDAQ #SP500
Read this before the next market crash. The biggest fortunes are often built when everyone else is too scared to buy.
I'm only going to say this TWICE.
8 stocks I’m watching for the next wave of wealth creation into 2027:
1. Nebius ~ $NBIS
Ryan Davis retweeted
Elon Musk says SpaceX-Tesla merger is 'a good idea'
🚀 $SPCX +8% | $TSLA +4%
SpaceX just delivered $14.6B in revenue, up 161% YoY, with $4.4B in profit.
Now both companies have formed special committees to explore a potential merger. AI, autonomy & Terafab could create major synergies.
But no deal is guaranteed. $TSLA earnings tonight could be the next catalyst.
#SPCX #TSLA #AI
📈 A watchlist is a starting point. Understanding the setup is what matters.
My partners and I built a free stock discussion community where we break down active stocks, market trends, and the key levels worth watching. Inside, we share:
• Daily watchlists and market updates
• Stock research and technical analysis
• Support, resistance, and potential setups
• Trading plans with clear risk considerations It’s a place to compare notes, ask questions, and learn alongside other investors.
Free to join. No hidden fees. No pressure. Interested? Comment “Yes” below and I’ll send you an invite. 📷 #Stocks #StockMarket #Trading
Ryan Davis retweeted
🚨 10 AI & Tech Stocks I’m Watching Next Week.
I’m breaking down the key support levels, resistance zones, and potential breakout setups for all 10 names:
1. $NVDA — AI chip leadership & key resistance
📈 A watchlist is a starting point. Understanding the setup is what matters.
My partners and I built a free stock discussion community where we break down active stocks, market trends, and the key levels worth watching. Inside, we share:
• Daily watchlists and market updates
• Stock research and technical analysis
• Support, resistance, and potential setups
• Trading plans with clear risk considerations It’s a place to compare notes, ask questions, and learn alongside other investors.
Free to join. No hidden fees. No pressure. Interested? Comment “Yes” below and I’ll send you an invite. 📷 #Stocks #StockMarket #Trading
🚨 WALL STREET JUST SENT A WARNING.
Tech stocks took a beating this week as investors reassessed AI valuations and spending.
📉 Nasdaq: -4.5%
📉 S&P 500: -2.0%
📉 Semiconductor stocks faced even heavier pressure.
Meanwhile, defensive sectors like Energy and Consumer Staples gained around 5%.
AI isn't dead. But investors are becoming more selective.
Next week, I'm watching $NVDA, $AMD, $MU, and $NBIS.
Are you buying the dip or waiting for confirmation?
#AIStocks #WallStreet #StockMarket
$SPCX opened at $165.34, then slipped to $163.15 by 9:58 ET—still up 1.6%.
I’m watching whether buyers can reclaim the open, with yesterday’s $160.57 close below. This bounce still needs follow-through.
Healthy pullback or another rally getting sold?
Everyone is watching $TSLA again.
But here's what concerns me.
Tesla beat delivery expectations.
The stock rallied.
Yet deliveries are still down year over year.
Meanwhile, Wall Street is pricing in a much bigger future built around Robotaxi, FSD, and Optimus.
The real test comes with earnings on October 21.
I'm watching $382 for a potential breakout and $370 for downside risk.
My question:
Is $TSLA still undervalued, or is Wall Street already pricing in years of AI growth?
The “iPhone moment” is a big call. I’d want to see FSD progress translate into more paying users and durable earnings before calling it higher intrinsic value. What would give you more confidence in $405—stronger adoption numbers or a breakout that holds?
$TSLA
Is having a moment with its FSD (Full Self Driving)
I have posted technical charts on the stock and write ups on FSD, and how vertically integrated TSLA is… however the stock moves the most down and up on institutional sentiment around its intrinsic value
For example they don’t sell any robots now but they have shown huge strives in advancing them creating value into the future
Right now I can tell that an “iPhone like moment” in FSD is increasing sentiment and intrinsic value once again, to which my next technical level of 🎯$405 is incoming!
Not financial advice!
Much love! 💜🍌🍌🍌
$NVDA is making another statement today.
The stock pushed to a fresh all-time intraday high above its previous $237.54 record, while the broader Nasdaq rallied on falling Treasury yields.
But this move is bigger than just “rates down, tech up.”
$IREN just closed around $39.42.
The stock is testing the $39–40 zone after a sharp pullback from September highs.
For me, $40 is the key pivot. Reclaiming $44 could signal momentum is returning, while losing $39 would put the recent lows back in focus.
AI story intact. Chart needs to prove it.
Ryan Davis retweeted
This is such a detailed list. Awesome work!
🚨 Once in a Decade Entry Point
Buying these right now feels like getting in early on future mega caps before the market fully wakes up:
Buying $NBIS now = buying $MSFT before AI became mainstream
Buying $IREN now = buying $AMZN before cloud became massive
Buying $AAOI now = buying $NVDA before AI infrastructure exploded
Buying $ONDS now = buying $PLTR before autonomous intelligence became a major theme
Buying $AXTI now = buying $AVGO before semiconductor infrastructure became essential
Buying $AMPX now = buying $TSLA before energy storage became a major market
Buying $OSS now = buying $NVDA before edge AI became a major opportunity
Buying $MRVL now = buying $AVGO before AI networking became critical
Buying $MU now = buying $NVDA before memory became one of the biggest AI bottlenecks
Buying $RKLB now = buying $TSLA before space infrastructure became a major investment theme
Have extreme patience.
The biggest opportunities are often found before the story becomes obvious to everyone.
Have extreme patience.
The compounding in these sectors could be absolutely massive.
These are the next-generation leaders in the making.
Bookmark this post, follow closely, and come back in a few years to see which ones became the next mega caps.
#AI #AIStocks #Technology #Semiconductors #Stocks #Investing
This is such a detailed list. Awesome work!
🚨 Once in a Decade Entry Point
Buying these right now feels like getting in early on future mega caps before the market fully wakes up:
Buying $NBIS now = buying $MSFT before AI became mainstream
Buying $IREN now = buying $AMZN before cloud became massive
Buying $AAOI now = buying $NVDA before AI infrastructure exploded
Buying $ONDS now = buying $PLTR before autonomous intelligence became a major theme
Buying $AXTI now = buying $AVGO before semiconductor infrastructure became essential
Buying $AMPX now = buying $TSLA before energy storage became a major market
Buying $OSS now = buying $NVDA before edge AI became a major opportunity
Buying $MRVL now = buying $AVGO before AI networking became critical
Buying $MU now = buying $NVDA before memory became one of the biggest AI bottlenecks
Buying $RKLB now = buying $TSLA before space infrastructure became a major investment theme
Have extreme patience.
The biggest opportunities are often found before the story becomes obvious to everyone.
Have extreme patience.
The compounding in these sectors could be absolutely massive.
These are the next-generation leaders in the making.
Bookmark this post, follow closely, and come back in a few years to see which ones became the next mega caps.
#AI #AIStocks #Technology #Semiconductors #Stocks #Investing
🔥 $IOVA — THE STORY JUST CHANGED
$IOVA jumped ~31% to $14.45 after raising 2026 revenue guidance to $410M-$420M.
Why it matters:
🧬 Amtagvi demand is accelerating
💰 Q2 revenue: $99.3M
📈 Q2 growth: +66% YoY
🏭 Gross margin: 56%
🏥 ~100 treatment centers
Now the question isn't whether Amtagvi can generate revenue.
It's whether commercial growth + new indications can justify the much higher expectations now priced into $IOVA.
Key levels:
🟢 $13 — support
🔵 $14-$15 — price discovery
🔥 $15+ — new breakout territory
Next catalysts: NSCLC data, additional solid-tumor expansion, and continued Amtagvi adoption.
Science → Clinical → Commercial → Valuation.
That's what I'm watching.
#IOVA #Biotech #Cancer #Healthcare #CellTherapy #TIL #Stocks
⚡ $NVTS — AI NEEDS POWER TOO
Navitas is moving after being selected for a U.S. Army program to develop next-gen 10kV silicon-carbide power semiconductors.
The interesting angle isn't just defense.
It's SiC → high-voltage power → data centers → AI infrastructure.
#NVTS #Semiconductors #AI #SiC #AIInfrastructure