好的买入时机往往是因为下跌和各种坏消息导致战战兢兢、手发抖、犹犹豫豫、不想、不敢买入的时候。

Predictions: 1. $AMD will take the entire inference market. 2. $PLTR and $TSLA will become $20T companies and form the basis for post-capitalism. 3. $HIMS and $DUOL will become top of funnel for the health and education markets. 4. $SPOT will outpace $NFLX.

Here’s a simple investing cheat sheet: AI $MSFT $GOOGL $PLTR Data Centers $AMZN $IREN Compute / Chips $NVDA $MU $TSM $ALAB $SKYT Power / Energy $GEV $PWR $FLNC $UUUU $BE Space $RKLB $ASTS $PL $RDW Defense / Drones $KTOS $AVAV $AMTM $ONDS $UMAC $RCAT Robotics $TSLA $SERV

Potential 10x in 5 years 1. $OKLO 2. $CRWV 3. $FLY 4. $IREN 5. $RKLB 6. $EOSE 7. $ZETA 8. $TE 9. $XPEV 10. $KRKNF Which other stocks have the potential to deliver a 10X ?

Reddit’s r/wallstreetbets announced its top 10 stocks for 2026 Last year, their Top 10 Stocks of 2025 returned 76% 👀 1 $ASTS 2 $RKLB 3 $GOOGL 4 $AMZN 5 $NBIS 6 $RDDT 7 $MU 8 $IREN 9 $TSLA 10 $PLTR What stock are they forgetting?

Which AI company would you buy right now? Chip design: - $AMD - $NVDA - $ARM - $INTC Manufacturing: - $TSM - $INTC - $SAMSUNG HBM/Memory: - $MU - SK HYNIX Equipment: - $ASML - $KLAC - $LRCX Power: - $VST - $CEG Networking: - $ANET - $MRVL

刷到一个非常好的视频、股市认知四象限

$TSLA 2025 (projected): Revenue: $95B Earnings: $4.1B Stock price: $450 $TSLA 2030 (projected by me): Revenue: $306B Earnings: $38B Stock price: $2,600 NFA.

中国政治差不多就是这个逻辑， 如果张又侠真的落马，那么习主席的motivation可能是: 1，忌惮张又侠在军中的影响力 2，因为中国在委内瑞拉失败 照我说，前者1的成分更多，2最多只是个借口，由头。 习主席是绝对的政治大师 他深刻理解"政治是冰冷无情的，政治是不断变化的，动态的。"

Back in 2025, I publicly said I was buying $AMD heavily in the $80 range. Today = stock is pushing all time highs. (from early $6.34 $PLTR investor) → $DUOL = $1T dominating global education. → $PLTR = $2T as AI grows. → $AMD crushes NVIDIA via chiplets. $2000 PT.

First look at Mag 7 earnings estimates as reporting kicks off next week. $TSLA, $MSFT, $META, $AAPL, $GOOGL, $AMZN, $NVDA

Elon买推特的时候一堆人喷（包括我自己🙂） Elon放弃传感器走纯视觉FSD的时候也是一堆人喷他不懂技术 Elon要做筷子夹火箭的时候一堆专家喷他幼儿园逻辑 现在Elon决定北美新车取消AP（一个早就停止更新研发的旧系统）也一堆人出来喷 说得好像都知道Elon后续的计划一样 这男人什么时候输过？

Top highest-growth stocks by 2026 revenue growth estimates 👇 $NBIS | Nebius | +441% $CRWV | CoreWeave | +134% $IREN | Iren | +128% $MU | Micron | +98% $APLD | Applied Digital | +74% $CIFR | Cipher Mining | +55% $NVDA | Nvidia | +54% $RKLB | Rocket Lab | +46% $ALAB | Astera Labs

$AMD is now entering a 10 year window of massive outperformance. We will look back in hindsight and laugh at the current stock price.

These things are next to happen: $ASTS is going to $150, then slightly pulling back, & running to $220+. $RKLB is squeezing to $140+ ahead of the SpaceX IPO. $ZETA will pop 10/20%+ and hit $32+ soon. $BABA will blow past previous year highs & hit $220+. $UNH & $NVO will both

分享一段黄仁勋在斯坦福的演讲片段，谈话途中的卡顿黄先生应该是想起了自己的年少时。黄仁勋先生说的韧性，指的是一种希望，一种信仰，一种心气，一种各种折磨也不会熄灭的火焰。

$MU Micron is now the 18th largest company in the US, bigger than $AMD $COST $PLTR Yet it trades at one of the lowest forward P/Es: Palantir: 168x Costco: 48x AMD: 38x Oracle: 24x Micron: 11x AI Inference demands near-infinite context in the decade ahead. We're so early.

JPMorgan Chase has over $440 Billion invested in these 10 stocks and ETF’s: 1. Nvidia: $91.2 billion 2. Microsoft: $82.2 billion 3. Apple: $60.3 billion 4. Meta Platforms: $40.2 billion 5. Amazon: $40.1 billion 6. SPDR S&P 500 ETF Trust: $33.1 billion 7. Broadcom: $31.0 billion

这下好了，七人的军委 就剩两个人了 以后习近平也不用开军委会议了，直接和张升民打微信语音就好了