20 | Majoring in Finance Tech & Business Focused Building Wealth with Stocks Not Financial Advice.

Joined January 2024
Dray retweeted
The number of CHEAP tech stocks in this market right now is INSANE. Here are 7 trading UNDER 20x forward earnings: 1. Broadcom | $AVGO 19x Fwd P/E
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Dray retweeted
$META reports Q3 earnings on Wednesday, Oct. 21st. After a MASSIVE rally these past few month, the key is looking at continued growth and what the CapEx estimates will be. What you MUST be aware of: -> Meta already came out and said they will be taking a ~$10 billion hit on their earnings due to legal expenses. -> Don't expect a Muse to make a MASSIVE impact on earnings as we are still very early on. I wouldn't be surprised if we saw a dip right after earnings, but that could create an incredible opportunity. Bullish $META.
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Dray retweeted
The market right now is giving us a GENERATIONAL opportunity to buy great companies at a discount. $NVDA: -12%. Revenue up 105.9 YoY. Guiding towards over 70% growth in 2027. 17.8x Fwd P/E (cheapest valuation in decade) $AVGO: -31%. Revenue up 85.5% YoY. AI semiconductor revenue up 221% YoY. $34.8B Q4 revenue guidance. 19x Fwd P/E. $AMZN: -12%. AWS revenue up 37% YoY. $496B in backlog (+154.4% YoY). $ORCL: -58%. Revenue up 29.6% YoY. $664B in backlog (total MC only $380B). Expects to convert 50% of backlog within 3 years. 15.1x Fwd P/E. $UBER: -29%. Total trips up 18.3% YoY. Monthly consumers reached 208M. 18.2x Fwd P/E. 14.2x P/FCF. $IREN: -65%. $9.7 billion AI cloud agreement with Microsoft. Rumored multiyear deal with Anthropic. 5GW pipeline. AI cloud revenue up +109.6% YoY. $NOK: -46%. AI & cloud sales up 105% YoY. Order intake reached €2.8B. Partnerships with Nvidia, Microsoft, Amazon, and more. 21.8x Fwd P/E. $APP: -64%. Revenue up 52.8% YoY. Over 1B daily active users. 14.8x Fwd P/E. When the market beats down stocks that continue delivering impressive growth, that's where I see some of the biggest opportunities.
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Dray retweeted
6 stocks that hit NEW 52 WEEK LOWS this week that could present MASSIVE buying opportunities: 1. IREN Ltd. | $IREN
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Dray retweeted
Robotics is going to be REVOLUTIONARY in the future and it’s important to be aware and positioned accordingly There’s been one stock on my radar for some time that just hit NEW 52 WEEK LOWS 👀 Symbotic | $SYM -> -48% in the past year What makes them special? They use AI powered robotics to automate warehouses and distribution. Already working with big retailers like Walmart and Target. The fundamentals are intriguing as well: • ~23.7B market cap • $22.5B backlog 🤯 • Revenue grew 22% YoY • $1.75B in cash with little debt With robotics just getting started, I’m actively keeping an eye on this one. Is $SYM one of the most overlooked opportunities in the robotics revolution?
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Dray retweeted
Listen because I’m only going to say this once… When the stock market CRASHES, that’s when some of the best opportunities are created. Here are 4 stocks I’m buying MORE of while the market gives us a discount: 1. Broadcom | $AVGO -30% from highs. Custom AI chips for some of the biggest companies in world.
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Dray retweeted
$AVGO is back to $350. Back to being RED YTD ‼️ One of the few AI related names to see a lack in stock movement this year Continuing to buy at this price range
"No crying in the casino" $AVGO CEO Hock Tan recently made headlines by comparing AI investors to gamblers But what's being ignored is how he made it a point that AI demand is going NOWHERE in the years to come $AVGO just reported +85.5% YoY revenue growth in Q3 Q4 2026 guidance of $34.8B in revenue (+93% YoY) Trading at 20.6x Fwd P/E, -26% from ATH. Don't let the recent headlines cloud your vision of this sleeping giant in the market right now.
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Dray retweeted
2026 has been a year FILLED with buying opportunities. $PLTR went from $107 → $209 (95% gain) $HOOD went from $65 → $124 (91% gain) $MSFT went from $352 → $542 (54% gain) Here are 4 stocks I believe could be next to make a BIG move: 1. Oracle | $ORCL -> 16.8x Fwd P/E -> -42% from recent high
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Dray retweeted
AI stocks are TANKING right in front of our eyes. Volatility can create GENERATIONAL opportunities. Here are 5 stocks I believe are getting TOO CHEAP TO IGNORE: 1. IREN Ltd. | $IREN -16% past week
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Dray retweeted
$NVDA CEO Jensen Huang gave investors a cheat sheet for understanding the AI buildout. He describes AI as a 5-layer cake, with EVERY layer essential to its continued growth. Here are 5 stocks I’m targeting, one per layer: Layer 1: ENERGY -> Vistra | $VST
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Dray retweeted
Something's not adding up right now. The gap between $MA and $V compared to $AXP is CRAZY. Earlier this year, all three saw a MASSIVE selloff. At their respective YTD lows: -> $AXP was down 20.9% -> $MA was down 17.4% -> $V was down 15.5% Since then, both $MA and $V have climbed back to new ATHs. $AXP on the other hand, is still down 15.6% this year. And the business has continued growing, as it’s the premium card for consumers. It trades at 16.7x forward earnings, while the other two are above 26x. A very attractive long term opportunity I believe.
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Dray retweeted
Memory is TANKING ‼️ $MU just DESTROYED earnings and projected bullish forward guidance Elon Musk over the weekend outright said the problem is RAM supply But despite it, we continue to fall I see this as an opportunity. $DRAM $MU $SKHY $SNDK
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Dray retweeted
5 stocks that feel like OBVIOUS BUYS right now: 1. Uber | $UBER -> 18.4x Fwd P/E -> -26% past year
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Dray retweeted
I’m 20 years old, and the biggest investing advantage I have is TIME. The companies that could define my financial future are being built RIGHT NOW. Here are 4 stocks I believe can have MASSIVE upside over the next decade: 1. Oracle | $ORCL A sleeping giant being TRANSFORMED by AI and cloud. $664B in remaining contracted revenue, with cloud infrastructure revenue growing 121% YoY last quarter. I believe this could become a much bigger part of the AI economy.
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Dray retweeted
It has been over a week since $MU earnings. -> +380% YoY Revenue Growth -> Q1 27 Guidance $60B - $63B DESTROYING it while the stock price stays stagnant. I believe it's only a matter of time before we reach ATHs.
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Dray retweeted
October update is live 📈 New charts. New screener. New valuation models. New languages. New Design Charts page: -> Analyst revisions -> EPS breakdowns -> VJN custom charts Stock screener: -> New VJN Quality Score -> Future estimates, CAGR, adjusted metrics -> And 50+ new filters Valuation calculator: -> New DCF model -> New operating cashflow and operating income models -> Fair value option Earnings calendar: -> Market view with far more stocks Performance: -> Almost instant loading on charts, watchlist, earnings calendar and stock screener Also, VJN now supports Spanish, German and French 🇪🇸 🇩🇪 🇫🇷 ¡Disfruta!
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Dray retweeted
2021 was the start of $PYPL’s DOWNFALL 2022 was the start of $NKE’s DOWNFALL 2024 was the start of $LULU’s DOWNFALL Here are 5 stocks I’m CONFIDENT can continue thriving for YEARS to come: 1. Amazon | $AMZN The business spans e-commerce, cloud, advertising, logistics, streaming, and robotics.
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Dray retweeted
6 stocks projected to SKYROCKET in revenue growth through the end of 2027: 1. SpaceX | $SPCX +299%
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Dray retweeted
$AMZN may be in the most OBVIOUS set up. • David Tepper's LARGEST position ($1.19B) • Peter Thiel's LARGEST position ($117M) • Bill Ackman has a LARGE position ($2.04B) • Nancy Pelosi has been buying While it currently trades at 21x P/E, near all-time lows Amazon is positioned to be one of the biggest beneficiaries of AI, a big part being through AWS AWS just grew +36.8% YoY in revenue Quarter after quarter, the % of their total revenue is being made up of AWS (It's now 21% of it) CEO Jassy says it will reach $1T in annual revenue And AWS is only part of the story. With $AMZN, you also own businesses spanning e-commerce, advertising, logistics, streaming, and robotics. No company in the world gives you this many growth engines within. Are you buying?
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Dray retweeted
5 broken stocks, NOT broken companies: 1. Applovin | $APP -> -60% YTD -> +52.8% YoY Revenue Growth
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