$Hims & Hers Health Inc.(HIMS)$ has some balls. Leadership taking big swings and striking out every once in awhile is not necessarily a bad thing. Big thinkers and innovators play big. Often in the gray areas...seeing that now with the $nvo lawsuit. Move fast and break things. All the hyper growth players looked reckless early on...and made stupid mistakes when trying to really lift off. $Robinhood(HOOD)$ halted trading during the $GameStop(GME)$ saga. $Uber(UBER)$ launched in cities without approval and got banned. States called $DraftKings Inc.(DKNG)$ "illegal gambling" in

AI names are crashing 10-20% 🔴 Yet, AI investments are accelerating - $Microsoft(MSFT)$ $100B - $Meta Platforms, Inc.(META)$ $115-135B - $Alphabet(GOOGL)$ $175-185B FOLLOW THE MONEY 💸 Here are another 10 companies that will dominate the AI age: 11/ $Meta Platforms, Inc.(META)$ $META controls the attention of the world. - 3.6B Daily Users - 15% ARPU Growth - 22% Revenue Growth - 41% EBIT Margin A few months ago, they announced new smart glasses that could bring a new form factor to the masses. And AI will turbocharge everything! Before AI, social networks relied on manual sharing and simple algorithms to surface posts an

The past week has been painful for the entire AI trade, but $IREN Ltd(IREN)$ has suffered more than most, falling 31% before even reporting Q4 2025 earnings. Shareholders hoping that earnings would bring back optimism in the stock were greatly disappointed, as Iren fell as much as 20% in the after-hours. This means that Iren was down close to 50% in just a few days! I believe there are 3 key reasons why the stock reacted so negatively to the earnings: No Hyperscaler Deals Revenue Miss Earnings Miss In my opinion, the market wildly overreacted to these developments. Furthermore, investors are completely ignoring the positives that Iren announced: Secured $3.6B GPU Financing New Massive Data Center Strong ARR Guidance Let’s dig deeper. 1. No Hypersc

By now, everyone and their grandmother knows that the world is experiencing a once-in-a-century AI-driven technological revolution. However, if we want AI to be able to do more than just create silly cat videos, it needs to be properly trained on lots of high-quality data. Furthermore, for this data to be processed, the world needs to build more data centers than it has ever built before! Researchers at McKinsey forecast that by 2030, data center capex will reach $7T and data center capacity will almost triple to 219 GW! To meet this insatiable demand for computing power, capacity will come from clever and previously overlooked places. And increasingly, a trend has emerged of bitcoin mining companies turning into AI data center businesses. For years, aspiring crypto entrepreneurs built eve

AI names are crashing 10-20% 🔴 Yet, AI investments are accelerating - $Microsoft(MSFT)$ $100B - $Meta Platforms, Inc.(META)$ $115-135B - $Alphabet(GOOG)$ $175-185B FOLLOW THE MONEY 💸 Here are 10 companies that will dominate the AI age: 1/ $IREN Ltd(IREN)$ Iren is redefining data center infrastructure by building THE world’s most efficient platforms for powering AI compute with 100% renewable energy. As the CEO says, the industry is growing so rapidly, "They can't meet the demand". - 3GW Contracted Power - $9.7B $MSFT Contract - Next Hyperscaler deal is inevitable The company is reporting earnings tomorrow, and many are e

"Stock picker's market" I prefer to call it a theme picker's market...because the strongest themes are where the post powerful individual stocks live. The themes I'm involved with right now are: Space (catalyst being SpaceX IPO): - $Rocket Lab USA, Inc.(RKLB)$ - $AST SpaceMobile, Inc.(ASTS)$ - $Tesla Motors(TSLA)$ Mortgage, housing, real estate: - $Rocket Companies(RKT)$ - $Opendoor Technologies Inc(OPEN)$ Critical minerals, rare earths, domestic energy: - $Energy Fuels(UUUU)$ - $United States Antim

$IREN Ltd(IREN)$ reports earnings on Thursday! Here are 5️⃣ catalysts to watch! 1/ New Hyperscaller Deals $IREN announced the $9.7B $Microsoft(MSFT)$ deal on November 3, 2025, sending the stock up over 20%. This was 4 months ago, and in this time, the company has made meaningful progress towards building additional capacity. A new hyperscaler deal is expected to be announced at any moment and would be a huge catalyst for the stock. $Alphabet(GOOG)$ $Alphabet(GOOGL)$ $Amazon.com(AMZN)$ $Meta Platforms, Inc.(META)$

$Synaptics(SYNA)$ is my next big swing trade. Never heard of it? Good. $3B market cap...very real chance this becomes a monster. For you non-technical folks (like me), AI is starting to run on device, not just in the cloud. So instead of a camera, phone, or robot sending data to a data center to “think", SYNA allows this to happen instantly, privately, and directly on the device. Privacy is the huge advantage here. Gov't, military, business, personal...privacy is becoming a non-negotiable. $Alphabet(GOOG)$ $Alphabet(GOOGL)$ only a year ago, selected SYNA as a key partner to "accelerate development of context aware devices". Another angle I like is SYNA's positio

"Where is the ROI on $Meta Platforms, Inc.(META)$ AI Capex?" Here it is: - Price per ad 📈 +6% - Ad Impressions 📈 +18% - Daily Active Users 📈 +6.9% - 📈 +40M Q/Q - 📈 +230M Y/Y - Total Revenues 📈+24% - Operating Cash Flow 📈+29% - Other Revenue (WhatsApp) 📈+54% The AI capex is already delivering ROI. Without the capex, the company wouldn't be growing as fast as it is. Just because there isn't a single line in the income statement called "AI revenue" doesn't mean that META isn't generating AI revenues. For SG users only, Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with unlimited trading on SG, HK, and US stocks, as well as ETFs. 🎉Cash Boost Acco

Feels like a coordinated effort this week to push the "layoffs due to AI" headlines. What happened behind closed doors in Davos? Can't say for sure, but seems like word is spreading that ai, automation, and robotics technology is ready. Even $Tesla Motors(TSLA)$ is shifting logistics to focus on Optimus (announced yesterday). Timing is notable, and coincidences don't exist. They’re about to push this narrative hard. Here are my fav robotics & automation stocks right now: TSLA...optimus (obv). humanoids, real-world robotics, ai, maybe the best positioned to re-price. $Symbotic Inc.(SYM)$ ...ai-driven warehouse robotics, pure-play automation with real deployment at scale.

We are currently experiencing a massive semiconductor boom due to the convergence of multiple technological trends. Battery costs have fallen to a level that makes electric vehicles, smartphones, laptops, and other devices more affordable than ever before! Internet has never been faster and more widely available, driving growing demand for connected technologies! Semiconductor designers, such as $NVIDIA(NVDA)$ , are creating extremely powerful chips, enabling new use cases! Specialized $25B+ semiconductor fabrication facilities built by $Taiwan Semiconductor Manufacturing(TSM)$ are manufacturing millions of semiconductor chips like clockwork! All while the AI revolution is fueling unprecedented demand for

$SoFi Technologies Inc.(SOFI)$ reports earnings on Friday! Here are 5️⃣ key metrics to pay attention to:🧵 1/ Members & Products $SOFI Member Ads in 2025: - Q1 800K - Q2 850K - Q3 905K Can they add 1M in Q4? 2/ ADJ EBITDA This is a key metric and a proxy for FCF. $SOFI guided for $1,035B for 2025. So far in 2025, they have earned $736M. $299M to reach the guide would imply 51% Y/Y growth. 3/ Lending Originations In Q3, $SOFI Originated: - $3.4B in Loan Platform Business - $4.1B in Personal Loans - $1.5B in Student Loans - $945M in Home Loans Strong LPB growth is required for the share price to increase. 4/ The Technology Platform This segment has been underperforming expectations for 3 years. - 12% Y/Y growth in 2023 - 12% in 2024 - 10.6% in LT