Daniel

$AMD is on track to become a multi-trillion dollar company. Even after a +110% run in the last 3 months, it’s still down 30% from last year’s highs. Here’s why $AMD is one of the best bets in the AI game 👇

Why I believe $LMND will be a multibagger 👇 Right now, $LMND is priced like it’s destined to burn cash forever and go bankrupt. In reality, if it stopped investing in growth to keep scaling, it would already be profitable. The market is punishing $LMND for thinking…

$HIMS is trading at a P/S ratio of just 7.19x, after seeing its revenue grow 111% YoY in Q1. Meanwhile: • $DUOL: 20.22x • $HOOD: 27.59x • $RKLB: 49.51x • $IREN: 11.61x But somehow… $HIMS is the one people call overpriced 😬

$TSLA IS DOWN NEARLY 10% The One Big Bill ends the $7,500 IRA EV credit by the end of this quarter and eliminates penalties on certain emissions standards, hurting Tesla’s ability to sell regulatory credits to other automakers. And robotaxis won’t be a meaningful revenue stream…

$TSLA operating income in Q2: $0.9B $GOOGL Google Cloud operating income in Q2: $2.8B Just saying 👀

These stocks have the potential to 10x from here: – $HIMS – $LMND – $NBIS – $AMD

Everyone talks about $NBIS like it’s just raw power. It’s not. Nebius has process power: a team that’s been building together for decades, top of their class. That kind of expertise isn’t built overnight. Add the capital they already have (and will keep generating through its…

I took advantage of today’s dip and bought some $NBIS and $LMND. Still building the positions 📈

Google Cloud is becoming $GOOGL next growth engine. Wall Street expects Q2 2025 revenue at $13.12B, up +26% YoY. Not slowing down.