To The Moon

While much of the market's attention remains fixed on the largest AI winners, several growth stocks continue to trade at valuations that could underestimate their long-term potential. From Grab's expanding fintech ecosystem and dLocal's attractive earnings multiple to Ondas' defense opportunity and Broadcom's AI-driven growth, these four companies stand out as compelling names for investors seeking growth at a reasonable price. 1. $Grab Holdings(GRAB)$ Is $GRAB Undervalued? - 51.6M Users - $23.3B GMV - $6.3B Cash - 20% 2028 Revenue CAGR - 32% 2028 EPS CAGR - 40% Below Consensus Price Target 2. $Ondas Holdings Inc.(ONDS)$ Will $ONDS work from here? - Unprofitable - Strong Backlog - 127% 2028 Revenue CAGR -

This is the golden age of tech. There has never been a better time to be an investor. Trillion-dollar industries are literally unfolding before our eyes: • Al: $Dell Technologies Inc.(DELL)$ $Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ • chips: $NVIDIA(NVDA)$ $Intel(INTC)$ $Advanced Micro Devices(AMD)$ $Taiwan Semiconductor Manufacturing(TSM)$ $ARM Holdings(ARM)$ • space: $Rocket Lab USA, Inc.(RKLB)$

From Nvidia's rare streak of relative underperformance to the S&P 500 reclaiming key technical levels, markets are sending mixed signals as the quarter draws to a close. Meanwhile, the Nasdaq 100 is approaching one of its strongest quarterly performances in decades, while Sandisk and ON Semiconductor are testing important technical inflection points that could shape their next moves. 1. $NVIDIA(NVDA)$ Nvidia $NVDA has now underperformed the $SPDR S&P 500 ETF Trust(SPY)$ for 6 consecutive trading days, its longest stretch of relative underperformance since September 2025 📉 📉 2. $SPDR S&P 500 ETF Trust(SPY)$ S&P 500 $SPY closes above both its 50-day m

Robotics is rapidly evolving into one of the largest long-term investment themes, powered by breakthroughs in AI, automation, sensors, semiconductors, and autonomous systems. Here's a comprehensive watchlist of publicly traded companies positioned across the entire robotics value chain. A List of Robotics Stocks: Humanoids $Tesla Motors(TSLA)$ $XPeng Inc.(XPEV)$ $Xiaomi Corp.(XIACY)$ $Hyundai Motor Co., Ltd.(HYMTF)$ Sensors $APi Group Corp(APG)$ $Ouster Inc.(OUST)$ $Arbe Robotics Ltd.(ARBE)$ <

My positions need a catalyst. Two types: 1) defined catalyst, 2) undefined catalyst. Defined catalyst: - happens on a known date or within a known window - you know what you’re waiting for example - $SpaceX(SPCX)$ ipo - product launch - earnings Undefined catalyst - you know what could drive the business - you just don’t know when the market will recognize it examples: - ai driving demand for cybersecurity - aging demographics increasing healthcare demand - robotics adoption I trade them differently. Defined catalysts = better for shorter-term positioning Undefined catalysts = better for accumulating + waiting for the thesis to play out. Know your catalysts intimately pre-trade.

A few things to know about $Meridian Hldg(MRDN)$ - $169M Market Cap - $190M Revenues - $19M ADJ EBITDA - $23M OCF - 5x FWD EV/OCF The company has 6 core segments: 1. Meridianbet Meridianbet is the core sports betting and online casino division of the group, operating across 18 markets in Europe, Africa, and Brazil. 2. R Kings Competitions R Kings focuses on prize competitions, selling tickets to users, giving them a chance to win rewards like PS5s and Cars. Its primary market is the UK and Ireland. 3. Classics Classics provides raffles in Australia, offering players an opportunity to win classic cars. 4. Mexplay Mexplay is an online casino and sports betting platform in Mexico. 5. GMAG GMAG acts as a casino platform and game aggregator, supplying

The process starts with high-purity quartz, mostly silicon dioxide. Ordinary sand contains too many metallic and mineral impurities to be used for semiconductors. Quartz is heated with carbon in an electric arc furnace at very high temperature. The carbon removes oxygen from silicon dioxide and produces metallurgical-grade silicon. This silicon is roughly 99% pure, but is still far too impure for chips. Semiconductor silicon has to be extremely pure. The silicon is converted into gas, purified through distillation, and then reacted with hydrogen. The final material is electronic-grade polysilicon. This purified polysilicon is then used for wafer production. The purified polysilicon is placed into a very clean crucible and heated until it melts. Silicon melts at about 1414°C, or 1687 K. Onc

Quick back-of-the-napkin $Meridian Hldg(MRDN)$ 2030 Valuation! - 11% Revenue CAGR - $313M Revenues - 14% EBIT Margin - $44M EBIT - 30% Interest and Tax - $31M Net Income - 15.17M Shares in 2030 - $2.04 EPS - 15x EPS Multiple - $30 Share Price - 125% Upside These assumptions seem reasonable and achievable, considering the opportunities for growth. Brazilian and Mexican markets are growing quickly and have high potential. Expanse Studios is creating a new revenue source and reducing costs by developing games in-house. B2B Expansion in the US and Canada is early. Plenty of opportunities in Europe for M&A to consolidate and increase market share.

$Micron Technology(MU)$ 's AI-driven growth story continues to accelerate as analysts dramatically raise long-term revenue and earnings forecasts. Backed by 13 consecutive quarterly beats and surging HBM memory demand, Wall Street is becoming increasingly bullish on the company's outlook. 1.$MU Growth of Revenue Estimates 2025: $28.6B ➡️ $37.2B 2026: $44.8B ➡️ $114.2B 2027: $52.9B ➡️ $196.6B 2027 revenue expectations have grown by 272% in 12 months. Insane. 2.$MU Growth of EPS Estimates 2025: $5.47 ➡️ $8.09 2026: $12.53 ➡️ $61.73 2027: $14.81 ➡️ $121.77 2027 EPS expectations have grown by 722% in 12 months. Insane. 3.$MU has beaten revenue and EPS estimates for 13 consecutive quarters! Q3 2025 Beat: 1.4% and 5.9% Q4 2025 Beat: 5.9% and 20.6% Q1 2026

If stock is going down, the avg joe starts to panic because they haven't built conviction for themselves...they're just listening to someone else. Conviction is something you have to own yourself. Live & die by your own sword. That's the ONLY way to win. If you get flustered on dips/drawdowns, 99% of the time it's because you: - don't believe in the story (aka..outsourcing conviction) - are oversized - are playing w money you can't afford to lose If you've ever been in/around biz...great businesses have a habit of rewarding patient owners. Good company, good theme, good story? 1) purchase common stock 2) scale in 3) extend timeframes 4) have conviction to hold thru volatility 5) adjust if thesis or story changes...else, hold. Simple, not easy.