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SpaceX $SPCX reusable launch stack spans Falcon 9 at 23 metric tons to LEO, Falcon Heavy at 64 tons, and Starship V3 targeting 100 tons🚀 Falcon 9 has accumulated ~620 flights with a 99% success rate.
SPCX1.61%
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Me buying AI stocks despite Jim Cramer’s opinions
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Broadcom $AVGO is guiding Q3 revenue to $29.4B, +84% YoY🤖 FY2027 AI semiconductor revenue is expected to exceed $100B and Broadcom’s semi business would be driven by 80% AI.
AVGO0.57%
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Palantir Technologies $PLTR has a 33.9% compounded annual growth rate👀 2018: $595.4M 2019: $742.6M 2020: $1.1B 2021: $1.5B 2022: $1.9B 2023: $2.2B 2024: $2.9B 2025: $4.5B
PLTR0.05%
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Bernstein has said they anticipate $META ad revenue to surpass Google Search $GOOGL in Q4 of 2026
META-0.95%
GOOGL-2.07%
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Here’s how the magnificent 7 closed today’s trading session🟢🔴🔴🔴🟢🔴🔴 Nvidia $NVDA +1.36%🟢 Amazon $AMZN -2.50%🔴 Apple $AAPL -0.89%🔴 Microsoft $MSFT -1.22%🔴 Tesla $TSLA +5.51%🟢 Meta $META -0.98%🔴 Google $GOOGL -2.09%🔴
NVDA1.56%
AMZN-2.43%
AAPL-0.73%
MSFT-1.23%
TSLA5.49%
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Hims & Hers $HIMS is entering Australia🦘 This is their first ever push into the pacific region, Earlier this year they have acquired Eucalyptus, they are rebranding Australian products as Hims, giving the company a starting foundation of a recurring customer base
HIMS2.56%
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Apple $AAPL is down -1.7% on Tim Cook’s last day as CEO🍎 Tim Cook has said when asked about John Tarnus “Few people understand what it takes to build products that change the world the way John does and I could not be more excited for his leadership,”
AAPL-0.73%
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Jensen Huang of $NVDA has said Vera Rubin could generate more than $40B per Gigawatt🔋 The current Vera Rubin beneficiaries are: Active Nebius $NBIS (Nvidia backed) Coreweave $CRWV (Nvidia backed) Developing Google Cloud $GOOG Microsoft Azure $MSFT Amazon Web Services
NVDA1.56%
NBIS-1.37%
CRWV0.78%
GOOG-2.15%
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DA Davidson raised their price target on Airbnb $ABNB from $175 to $220 🎯⬆️ While maintaining a buy rating, they believe the adjustment was necessary due to them exceeding their earnings expectations along with outperforming their sector peers
ABNB-3.26%
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How it feels buying Nvidia $NVDA over $5T market cap
NVDA1.56%
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Buying Strategy $MSTR vs buying Bitcoin $BTC
MSTR4.44%
BTC-0.20%
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Here’s how the magnificent 7 began trading this week🟢🔴🔴🔴🟢🔴🔴 Nvidia $NVDA +0.26%🟢 Amazon $AMZN -1.91%🔴 Apple $AAPL -0.86%🔴 Microsoft $MSFT -0.83%🔴 Tesla $TSLA +2.42%🟢 Meta $META -1.09%🔴 Google $GOOGL -1.83%🔴
NVDA1.56%
AMZN-2.43%
AAPL-0.73%
MSFT-1.23%
TSLA5.49%
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Crowdstrike $CRWD has announced they will be adding Clear Secure $YOU biometric identity🫆🔒 They are planning to identify suspicious activity through keystrokes and other usage patterns then require biometric verification
CRWD5.73%
YOU1.51%
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Nvidia $NVDA has invested $3.5B into MediaTek🤖💰 This is a global fabless semiconductor company based out of Taiwan The investment will be executed via convertible bonds, They are planning to develop custom AI infrastructure PCs. This places Nvidia in a better position for
NVDA1.56%
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Crowdstrike $CRWD is expanding its Falcon platform into 33 security modules🔒 The architecture is built around a single sensor and real time data pipelines and spans AI security, cloud, identity, endpoint, SIEM, threat intelligence and agentic workflows.
CRWD5.73%
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Iren $IREN has 3 layers of the business 🔋 - Data Centers (land, power, cooling) - Compute (chips, storage, servers & networking - Software (the managed services compounded)
IREN4.78%
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Iren $IREN has seen growth on their contract economies🔋 - 3 year contracts have seen +125% growth - 5 year contracts have seen +70%
IREN4.78%
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Affirm $AFRM just reported earnings🏦 Revenue: $1.16B Vs $1.11B EST EPS: $4.62 Vs $0.35EST
AFRM-4.29%
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Iren $IREN says their demand is strengthening🔋 They have already sold out their 2026 capacity Their 2027-2028 plan positions them for a broader customer base
IREN4.78%
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