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If I was to start posting my growth portfolio would you rather:

Here’s the top 10 names I’m watching this week👀📋 1. Micron $MU (Memory🧠) 2. Walmart $WMT (Retail, Earnings🛒) 3. Alibaba $BABA (Retail,Earnings🛒) 4. Nebius $NBIS (Infrastructure🔋) 5. Snowflake $SNOW (Software❄️) 6. Rocket Lab $RKLB (Space🚀) 7. Iren $IREN (Infrastructure🔋)

Earnings season is beginning to calm down👀 $HD, $TGT, $WMT, $BABA

Here’s Applied Materials $AMAT updated income statement🧱

Live look at Leopold watching $NBIS fly 80% after selling the bottom

Citi has raised their price target on Coreweave $CRWV 🔋⬆️🎯 They have raised to $159 from $142 while maintaining their buy rating They cited the recent earnings report as the main driver behind the increase, they think the demand will continue as the backlog has grown

Dyna Robotics has launched Dyna-2🤖 This is a highly trainable, instruction following dexterous robot

How Bitcoin holders feel dealing with random catalysts

SpaceX $SPCX has completed their Cursor AI acquisition🚀🤝🤖

Oppenheimer has increased their price target for Ondas $ONDS ⬆️💰🎯 They have raised their target to $18 from $16 while maintaining outperform They have cited record Q2 earnings as a major key behind the price target increase

Here’s how much revenue Applied Materials $AMAT has earned every year🧱 2017: $14.7B 2018: $16.7B 2019: $14.6B 2020: $17.2B 2021: $23.1B 2022: $25.8B 2023: $26.5B 2024: $27.2B 2025: $28.4B 2026: $30.8B est

Micron $MU plans to launch $250M fund to invest in AI startups🧠🔎💰 This will be called the Paradigum Fund, they will be targeting early stage AI startups This brings their total committed capital to $550M

Ondas $ONDS has shown strong organic growth across the board🚁 Acquisition Revenue Growth: - Sentrycs 298% - Airobotics 112% - 4M 258% - Rotron orders 38% Total Revenue Growth: 85% Backlog Growth: 33%

The magnificent 7 closed the day green leaving Amazon behind🟢🔴🟢🟢🟢🟢🟢 Nvidia $NVDA +0.54%🟢 Amazon $AMZN -0.80%🔴 Apple $AAPL +1.00%🟢 Microsoft $MSFT +0.90%🟢 Tesla $TSLA +3.80%🟢 Meta $META +2.78%🟢 Google $GOOGL +0.82%🟢

Applied Materials $AMAT just reported earnings🧱 Revenue: $9.11B Vs $9.00B EST EPS: $3.50 Vs $3.39 EST

Nubank $NU reports earnings today after close🏦 The implied move is: $0.77 5.62% The expectations are: Revenue: $5.47B EPS: $0.19 Expect numbers at 4:01PM EST Here’s the Historical Earnings Data👇

Applied Materials $AMAT reports earnings today after close🧱 The implied move is: $34.23 6.51% The expectations are: Revenue: $9B EPS: $3.39 Expect numbers at 4:01PM EST Here’s the Historical Earnings Data👇

Bill Ackmen has disclosed significant positions in the following: - Netflix $NFLX 3.15M Shares - Visa $V - S&P Global $SPGI - Mastercard $MA - Alcon $ALC - Intercontinental Exchange $ICE

Here’s how much revenue Mercado Libre $MELI has made every year🤝 2017: $1.2B 2018: $1.4B 2019: $2.3B 2020: $4B 2021: $7.1B 2022: $10.8B 2023: $15.1B 2024: $20.8B 2025: $28.9B

Cerebras $CRBS just reported earnings🤖 Revenue: $180.1M Vs $194M EST EPS: -$2.98 Vs -$1.91EST