$AFRM Just reversed from the earnings call drop. This is one of the best opportunities on the market today.

Earnings this week Watching: $NU $SE $NRG $OKLO

$HIMS I mean to be fair at $13b market cap they’re still cheap. If they capture a decent size of the GLP-1 market, it’s going to bring in so much cash

$SPY $NVDA $PLTR should block the people who were fear mongering like 2 or 3 weeks ago about how we were going to see the biggest stock market crash

$AMD is the closest company to $NVDA one is about ~$200b market cap and the other is $3.2t market cap. As they become more more competitive, it’s only going to close the gap, it will happen. I’m long.

Is the Middle East becoming the powerhouse for the AI revolution? Unlike the United States who changes political leaders every 4 years which can lower priority to AI, can result in a set back their lead position. Countries like Saudi Arabi, Qatar, and UAE leadership doesn’t

$UNH going to be the biggest value trap of 2025. I’d stay away, there’s way better opportunities then this.

$REGN they have ~$15 billion in cash. The investment in $ME for $256m is a drop in the bucket for a huge data set. This is bullish

$MRVL A turn around story, betting all the chips (literally) in AI data center infrastructure, and it's paying off. A growth store coupled with an undervalued price at Ev/Rev NTM 7x is a compelling investment opportunity. Excited to see their earnings next week, will be a "show

Earnings this week. I'm watching: - $NVDA - $ANF - $PDD - $ELF - $S - $ZS - $MRVL - $COST

$SNOW The sleeping giant has awoken.

$TSLA Thank god I sold my Tesla position this morning. Investors were dumping over the past couple of days due to the rising rift between Trump and Elon. Now Elon just put the final nail in the coffin 😂 Will certainly be looking to get back in once the smoke clears.

Shoutout to the homies who loaded up $snow with me for long stretches of the past 3 long years… even up 79% on a 1 year time frame and 45% ytd… who knew $snow shareholders could see green on any timeframe,

OpenAI doesn’t even make enough revenue for these big contracts like Oracle.

$MRNA The potential buyout parter has to be Merck $MRK due to their partnership in oncology pipeline treatments which will be the most important part of Moderna’s portfolio

$MRNA It’s only the beginning. Moderna currently hit $15bn market cap which is severally undervalued to their future revenue potential with Merck.

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$MRNA So this guy Vinayak Prasad writes a RTF letter because he has a personal vendetta against mRNA vaccines. When other countries such as EU, Canada, Austrlia, etc.. all want and approve mRNA-1010 , it will just show his bias

$MRNA Moderna’s earnings call should be spicy tomorrow morning at least

$XBI up 2% after hours on the announcement of Vinay Prasad's departure in April. Multiple individual biotech stocks up double digits after hours. This must tell you he wasn't very good, but bad for the biotech industry.