$ORCL vs $CRWV vs $NBIS vs $IREN What's your best pick ?

Dan Ives believes $NBIS will be acquired by a hyperscaler in 2026. I disagree. Arkady Volozh, Founder and CEO, controls >50% of the voting power and is unlikely to sell the company at this stage. Worth noting: he also turned down Google’s offer to acquire Yandex in 2003.

$GOOGL quietly has one of the strongest venture portfolios in public markets: • Owns ~80% of Waymo • Owns ~14% of Anthropic • Owns ~10% of $PL • Owns ~7% of SpaceX • Owns ~3% of $ASTS

BREAKING: US stocks extend gains with the Nasdaq 100 now up +1% on the day. It’s not too late for a “Santa rally.”

DAN IVES EXPECTS $NBIS TO BE ACQUIRED IN 2026 BY ONE OF THESE MAG 7 COMPANIES: $MSFT, $GOOGL, or $AMZN Reminder NEBIUS is forecasted to 6x revenue by 2026 $NBIS +9.7%

$RKLB won a major Tranche 3 Tracking Layer contract securing ~$800M to build 18 satellites under a firm fixed-price award. The win places Rocket Lab alongside the largest defense-space primes on one of the Pentagon’s most important programs.

Here's some of what Google's $GOOGL research team released in 2025

This is Amazon’s new $11 billion dollar massive Data Center Campus in St. Joseph County, Indiana It will be primarily dedicated to training and running AI models It will use 2.2 gigawatts of power, equivalent to the electricity needed to power roughly 1 million homes and

$PLTR vs $ASML: two elite businesses in the AI ecosystem. $ASML builds the machines that power AI. $PLTR builds the software that helps organizations actually put AI to work.

Here’s how the S&P 500 has performed every year since 1928 S&P 500 so far in 2025 +16% 🟢

Top 10 largest potential IPO's: 1 | SpaceX - $1.5T 2 | OpenAI - $830B 3 | ByteDance - $480B 4 | Anthropic - $230B 5 | Databricks - $160B 6 | Stripe - $120B 7 | Revolut - $90B 8 | Shein - $55B 9 | Ripple - $50B 10 | Canva - $50B Would you consider any of these?

These sectors are going to dominate 2026 and should be your top portfolio priorities… Space: $ASTS, $RKLB AI: $ZETA, $ORCL, $IREN, $NBIS, $PLTR, $AMD Robotics: $TSLA, $RR, $ONDS Healthcare: $HIMS, $OSCR, $UNH, $NVO Do not miss out on these generational opportunities…

The Space Value Chain $RKLB Logistics and software deployment $FLY Earth observation and imaging $ASTS Direct-to-device satellite connectivity $LUNR Lunar missions and services $RDW Space infrastructure and payloads $PL Geospatial data and analytics $VOYG Satellite

$AMZN ad business now generates ~$177M per day. It’s the only platform that monetizes users when they’re already buying.

Charted: The Declining Purchasing Power of the U.S. Dollar 💵 visualcapitalist.com/charted-the-de…

U.S. Q3 GDP DATA • GDP 4.3% YoY vs Est. 3.3% Consumption remains the engine.

Wow. US Q3 GDP: +4.3% vs 3.3% exp. Recession from Q1 canceled. Strong growth.

US Real GDP came in at 4.3% annualized for the 3rd quarter, beating consensus estimates by 1.1%.

MAG 7 performance vs S&P500 $SPY as 2025 is about to wrap up: Outperforming $SPY #1: $GOOGL +63% #2: $AVGO +47% #3: $NVDA +32% Underperforming $SPY #4: $MSFT +15% #5: $AAPL +11% #6: $META +10% #7: $AMZN +4%

BREAKING: Silver extends gains to a record $71/oz, now up nearly +150% YTD. We are quite literally witnessing one of the most historic runs in precious metals ever.