Back in 2023, $PLTR traded ~6.4x NTM sales with 16% revenue growth and 9% increase in net income. Today, $PATH trades at 5x NTM sales with 10% revenue growth and 21% estimated increase in net income in FY26. Strong product ---> Incredible numbers. FWIW, I don't think $PATH

While politics may ebb and flow, the structural growth drivers behind these trends isn't slowing: Robotics | $TSLA $AMZN $SYM $HLX $GXO $NVDA $TER $ALGM Space | $RKLB $RDW $LUNR $MDA $ASTS Data Centers | $VNET $CRWV $SPIR $IRDM $NBIS $APLD AI Applications | $LMND $UPST

Earnings Prediction Results | Sep 15 to Otc 12, 2025 • Total forecasts so far: 401 📊 • Accurate calls: 251 🎯✅ • Missed calls: 150 ❌ • Cumulative Return %: +22,200% 📈 This Month’s Strongest Calls: $APLD 🟢 +33% 🎯✅ $AZZ 🔴 -12% 🎯✅ $FDS 🔴 +11% 🎯✅ $DRI 🔴 -10% 🎯✅

Stocks I spoke about the last couple days on my spreadsheet: $FLR $RDW $JOBY $ALB $HROW $ZETA $ARAY $VNET Many more to come today before market open tomorrow.

What is going on? Political mayhem.

Data centers set to consume 12% of US power by 2030 (as per McKinsey). Just know where to look if we get a real pullback: $CEG $VST $NEE $OKLO $FLNC $EOSE $SEI $VRT $LEU $UUUU $SMR Disclosure: Currently own $CEG & $SEI

JUST IN: Goldman downgrades $PYPL to a Sell. "We expect ~3% Transaction Margin growth in 2026 versus current consensus of ~5%, and believe valuation could de-rate further on continued concerns around competitive trends in online e-commerce." Don't fully disagree but realize

Hopefully last Friday was a learning experience: 1. Buy and hold wonderful companies. 2. Don't use leverage. 3. Understand that a "pullback" is more than 1 day in the red. A real pullback will come at some point and hopefully people are better prepared next time. $LMND $NU

$SES up another 11% today. I'm now +165% on $SES. Join us: $16 a month.

$SEI +15% today👀

$ALB was one of the best risk to reward opportunities in the market at $75. Probably still is a great opportunity even today. Lithium demand isn't slowing and supply isn't catching. We're already nearly 30% on it.

High growth plays: $LMND $PATH $ROOT $OSCR $JOBY $DLO $NU $TMDX $HIMS Value plays: $PYPL $UNH $AMZN Other: $ALB $SES $CEG I'd quite happily just have this portfolio today.

BREAKING 🚨 $SES AI signed a term sheet with Hisun New Energy Materials to form JV joint venture for commercial electrolyte supply. This is 90% owned by $SES. I knew $SES would be a winner but this has been insane. +17% pre market.

$GS 🔴 -5.6% 🎯✅ $JBL 🔴 -4.3% 🎯✅ $BLK 🔴 -1.4% 🎯✅ $JNJ 🟢 +1.8% 🎯✅ $DPZ 🟢 +2.4% 🎯✅ $WFC 🟢 +3.4% ❌ • Total forecasts so far: 407 📊 • Accurate calls: 256 🎯✅ • Missed calls: 151 ❌ • Cumulative Return %: +24,800% 📈 Every prediction is posted before earnings

It's amusing that retail investors like myself can pound the table on stocks like $DLO for months. I've shown you the math many times as to why $DLO is incredibly undervalued and put a PT of $38 out there by 2030. Yet as soon as Goldman increase their PT by a few % points,