To The Moon

3 REASONS $Broadcom(AVGO)$ EARNINGS REACTION WENT NEGATIVE1. The backlog quality suddenly looked less securedMany investors treated the OpenAI relationship like a typical binding hyperscaler contract but Broadcom’s “multiyear journey” language in the Q&A made it sound more like a general framework than a firm capacity commitment.2. The revenue timing moved far outManagement made it clear that meaningful XPU revenue does not show up in 2026 & instead ramps in 2027–2029 and long-dated revenue always carries higher risk so this needs to be discounted.3. Supply constraints cap 2026 upsideBroadcom disclosed a $72B backlog with 18-month lead times which signals they're already running at full capacity & cannot accelerate deliveries even if d

Hello everyone! Today i want to share some technical analysis with you!1.If you put $10,000 into $Carvana Co.(CVNA)$ exactly three years ago today...You’d be sitting just shy of $1 million right now.Image2. $Costco(COST)$ The dome of DOOM. 🤢Image3.They hit $Broadcom(AVGO)$ with the uno reverse card .Image4. $SPDR S&P 500 ETF Trust(SPY)$ Santa, is that you? 🎅Image5. $Lululemon Athletica(LULU)$ posts double beat, raises guidance, increases share buyback program:~EPS: $2.59 vs $2.27 est~REV: $2.57B vs $2.48B est~Authorizes $1B increase in stock repurchase programImageFor SG user

The Fed has just cut interest rates again and signaled another rate cut next year.Here are 10 stocks that'll benefit from lower rates: 🧵1. $Pagaya Technologies Ltd.(PGY)$ - Leading second-look lending network.- Expanding into auto loans and BNPL.- Markdowns are normalizing.Analysts expect 17% growth next year, but it's too low in my opinion. It can do way better in a lower-rate environment.It's an asymmetric opportunity at 15x earnings, given that estimates are likely too low.Image2. $Upstart Holdings, Inc.(UPST)$ - Leading AI-powered lending marketplace.- Originations grew 80% YoY, reaching $2.9 billion.- It's trading at 15x 2027 earnings despite strong growth.It got sold off after Q3 results because inve

MY 3 THOUGHTS ON $Oracle(ORCL)$ EARNINGS1. Revenue missed at the worst possible momentOracle is trying to convince the market it is becoming a top-tier AI infra supplier but another revenue miss in an environment where AI spend is exploding tells investors the monetization curve still isn’t matching the bookings narrative.2. Margins compressed right as the company needs to fund multi-gigawatt buildoutsCapex pushed past $20B in six months, FCF swung from +$11B to –$13B, cloud expenses jumped 45%, and Oracle is carrying $120B+ of debt with $25B due in three years. This is real financial strain. 3. Oracle as a high-beta, high-capex AI buildout storyRPO hitting $523B is incredible but the equity is now a bet that Oracle can• build capacity faster than

Hello everyone! Today I want to share some technical analysis with you! 1.The moment we've been waiting for: $Netflix(NFLX)$ first bullish capitulation signal since Oct 2023.Image2. $Oracle(ORCL)$ earnings took $E-mini Nasdaq 100 - main 2512(NQmain)$ on quite the ride overnight 🎢Image3. $Strategy(MSTR)$ might be the most divisive stock on Wall Street:Wells Fargo says $54.BTIG says $630.The gap between the bears and bulls is a full 312%.Image4. $Meta Platforms, Inc.(META)$ SpaceX (IPO target):$15B in revenue → $1.5T valuationMETA (today):$190B in revenue → $1.6T valuationMath

$Amazon.com(AMZN)$ is the cheapest mega-cap stock now.The stock has been flat since last December despite accelerating AWS growth and expanding profit margin.I think it can easily double from here in the next 5 years.Here is my AMZN investment thesis: 🧵1/ AMZN has a strong market position in three fast-growing markets:- Online shopping- Cloud computing - Digital advertisingIt is the market leader in cloud and e-commerce and the third largest digital advertiser in the world.All these segments are still growing fast.Image2/ Let's start with cloud computing, Amazon's cash cow.AMZN is the leader in the global cloud business with 29% market share, while MSFT is at 22% and $GOOG is at 13%.It looks like Amazon's market share is trending down here, but it

Hello everyone! Today i want to share some trading ideas with you!1.EVERY PART OF THE NUCLEAR TRADE IS NOW INTERCONNECTED• Upstream you have the uranium miners & fuel processors like $Cameco(CCJ)$ , $Energy Fuels(UUUU)$ & $Centrus(LEU)$ that feed the entire system.• Midstream you have the reactor & SMR builders like $NuScale Power(SMR)$ , $Oklo Inc.(OKLO)$ , $BWX Technologies Inc(BWXT)$ & $NANO Nuclear Energy Inc(NNE)$ turning that fuel into deployable nuclear capacity.• Downstream

Hello everyone! Today i want to share some technical analysis with you!1. $Bitcoin(BTC.USD.CC)$ Choose your fighter: Bear Flag or Breakout? Image2. $Rocket Lab USA, Inc.(RKLB)$ Mission control: we have liftoff. 🚀Image3. $Lucid Group Inc(LCID)$ added millions of new shares.It forgot to add new buyers.Image4. $S&P 500(.SPX)$ Weekly Bollinger Bands haven't been this tight in months...Just in time for our friend Jerome to shake things up.Image5. $NVIDIA(NVDA)$ most traded price of 2025 = $182Sellers having a tough time keeping the stock below it.ImageFor SG users only, Wel

Salesforce could be the next one up in the AI arms race.The latest 3Q 2025 (3Q 2026 according to Salesforce financial calendar) results showed one key development investors are excited about.Agentforce and Data 360 annual recurring revenue doubled.Source: $CrowdStrike Holdings, Inc.(CRWD)$ 3Q 2026 PresentationThis development is important as it underscores what are its customers’ demand for its AI services moving forward.Agentforce is an AI-powered platform that helps companies optimise their business processes.Meanwhile, Data360 is its cloud services for data gathering and analysis.If you think about the capabilities of AI technologies, Salesforce is best thought of as the commercialization of AI in business processes.It has huge business potenti

Space is one of my favorite 2026 themes because the real customer base is moving from commercial buyers to fully funded government programs that view this theme as national security infrastructure. It's a once in a lifetime thematic that sits inside budgets that renew every year and grow when geopolitical pressure rises. Once you understand that shift, the companies positioned for federal procurement start to separate from the rest of the sector.1. $Rocket Lab USA, Inc.(RKLB)$ | Rocket LabRocket Lab already understands this shift because they stopped presenting themselves as a launch company years ago. Every decision they have made points toward a world where fully integrated space company with vertical control across manufacturing, payload, conne

Hello everyone! Today i want to share some trading ideas with you!1.I said $Bitcoin(BTC.USD.CC)$ to be tested at $94,230--the actual high was $94,172. Sorry that I missed the mark by a whoopy 58$. Now, it is working on a choppy pattern, either a flat or a triangle W-4 [see black wave count]. Anyhow, a final target of $75K is still on the card. Maybe after FOMCImageFor 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 Account Now Supports 35,000+ Stocks & ETFs – Greater Flexibility NowFind out more here.Complete your first Cash Boost Account t

Hello everyone! Today i want to share some technical analysis with you!1. $SPDR Gold ETF(GLD)$ Never forget the Golden Chalice breakout. Image2. $Intel(INTC)$ I see Trump is a fan of using the anchored VWAP ⚓️Image3. $Oracle(ORCL)$ Comeback season?Image4.Turtles got back in $SPDR S&P 500 ETF Trust(SPY)$ yesterday at the open. 🐢The blue line maps the average move after this signal across the last five years.Image5. $GE Vernova Inc.(GEV)$ Time to run it back 🍋ImageFor SG users only, Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with unlimited

While this is good for the diffusion of the technology, it doesn’t bode well for the foundational model providers as it signals commoditization.Remaining margins will be competed away once the model development flatlines.Value creation will shift to the application layer, and big AI labs supplying foundational models will be more like internet service providers.The technology itself will get occasional upgrades (like we had in telecom with 3G, 4G, 5G) but it won’t be exclusive to any model provider so it’ll remain as a commodity.I think their faith will be parallel to internet service providers. They’ll make massive investments and really change the world, but they won’t see high return on investment as their product will have already become a commodity when they decide to harvest.ImageFor

Hello everyone! Today i want to share some technical analysis with you!1. $Meta Platforms, Inc.(META)$ 🚨 JUST IN: Meta to cut metaverse spending by 30% 🟢 +7% pre-market.Image2. $Spotify Technology S.A.(SPOT)$ First death cross since the start of 2022. Don't look down.Image3. $Grayscale Ethereum Mini Trust(ETH)$ Is that some green I see? 👁️Image4. $AST SpaceMobile, Inc.(ASTS)$ volume profile leaves a clean runway on this breakout to ~$68/shareImage5. $Tesla Motors(TSLA)$ If the robot narrative sticks, this thing isn’t done.ATHs in sight. 🤖ImageFor SG users only, Welcome to open a

Commerce Secretary Lutnick has been meeting with robotics CEOs & is pushing to accelerate the industry with the administration now evaluating a formal robotics order for next year.How robotics is quietly getting built out across the economy:1. $Palantir Technologies Inc.(PLTR)$ & $UiPath(PATH)$ are the traffic controllers for the whole fleet while $NVIDIA(NVDA)$ , $Broadcom(AVGO)$ & $Qualcomm(QCOM)$ are the engines & nervous system that let the robots sense and act.2. $AeroVironment(AVAV)$ ,

Hello everyone! Today i want to share some technical analysis with you!1. $Apple(AAPL)$ ’s greatest product isn’t the iPhone.It’s the buyback machine.💸Image2. $Bitcoin(BTC.USD.CC)$ Sometimes fading the consensus is a signal in itself.Every BTC “death cross” breakdown in the last 2+ years marked a major buy.Image3. $SPDR S&P 500 ETF Trust(SPY)$ 8/21 EMA system jumped back in at Monday’s open.Same setup that nailed the April melt-up.Blue line shows the 5-year avg path after entry. Image4. $Wal-Mart(WMT)$ Turtles got long the WMT breakout last week and have been cruising along.Image5.

$Meta Platforms, Inc.(META)$ IS THE CHEAPEST BIG TECH!PRICE TARGET: $1025POTENTIAL UPSIDE: +60% ✅"Q3 revenue up 26% was impressive. Margin decline from heavy investments may weigh short term, but I remain very bullish long term"ASSUMPTIONS:LTM Revenue: $189.458B5Y Revenue CAGR: 13%2030 Profit Margin: 39%2030 PE Ratio: 27Shares outstanding: 2.572BShares reduction: 1%/year VALUATION:Q3 2030 $META Share Price =189.458 * (1.13)^5 * 0.39 * 27 /[2.572 * (0.99)^5] = 1503$You can now choose the discount rate that you prefer, for Meta I want to use 10%. ACTUAL PRICE: $640FAIR VALUE: $9331Y PRICE TARGET: $1025POTENTIAL UPSIDE: +60%EXPECTED RETURNS: 18.6%/yearDIVIDEND YIELD: 0.3%For SG users only, Welcome to open a CBA today and enjoy access to a trading lim

1. Not building size in the pure-play drone names when the window was wide open. I saw the opportunity in $ONDS, bought shares at $0.73 but sold at $3.17 because the move felt too fast. I did restart the position at $5.26 but the hesitation cost me some upside.2. I believed the AI Utility names like $IREN Ltd(IREN)$ & $Cipher Mining Inc.(CIFR)$ were built for what I call the overflow era which is that brief high-margin window where AI compute demand outstrips what $Amazon.com(AMZN)$ AWS, $Microsoft(MSFT)$ Azure & $Alphabet(GOOGL)$ Cloud can supply. What I underestimated

5 REASONS WHY $NEBIUS(NBIS)$ , $IREN Ltd(IREN)$ , $Cipher Mining Inc.(CIFR)$ , $TeraWulf Inc.(WULF)$ & $Galaxy Digital Holdings Ltd.(GLXY)$ ARE GETTING HIT THIS WEEK1. The $APPLIED DIGITAL CORP(APLD)$ bond blowup broke the dam & exposed the weakest link in the AI-infra chain.A 10% yield on more than $2B of debt with only $634M of equity is the market telling you the model doesn't work without cheap money. Especially when they're paying $275M a year in interest alone on a ~$300M rev base so once the market sees a structure that f

Hello everyone! Today i want to share some technical analysis with you!1. $SPDR S&P 500 ETF Trust(SPY)$ Trouble at the bottom of the channel on Friday...Reclaim or reject tomorrow. 🍿Image2. $Alphabet(GOOG)$ Warren Buffett just aped $4.3 billion into this chart and you're bearish on AI? Dark background chart displays Google logo at top left with GOOG Weekly label. Candlestick price lines in green and red show rising trend from 2014 to 2024 reaching around 200 dollars. Volume bars below in green and red. Lower panel has green and red histogram bars. X-axis timeline from 2014 to 2024. TrendSpider watermark at top left.3. $Nike(NKE)$ doing

The Fed has just cut interest rates again and signaled another rate cut next year.Here are 10 stocks that'll benefit from lower rates: 🧵1. $Pagaya Technologies Ltd.(PGY)$ - Leading second-look lending network.- Expanding into auto loans and BNPL.- Markdowns are normalizing.Analysts expect 17% growth next year, but it's too low in my opinion. It can do way better in a lower-rate environment.It's an asymmetric opportunity at 15x earnings, given that estimates are likely too low.Image2. $Upstart Holdings, Inc.(UPST)$ - Leading AI-powered lending marketplace.- Originations grew 80% YoY, reaching $2.9 billion.- It's trading at 15x 2027 earnings despite strong growth.It got sold off after Q3 results because inve

MY 3 THOUGHTS ON $Oracle(ORCL)$ EARNINGS1. Revenue missed at the worst possible momentOracle is trying to convince the market it is becoming a top-tier AI infra supplier but another revenue miss in an environment where AI spend is exploding tells investors the monetization curve still isn’t matching the bookings narrative.2. Margins compressed right as the company needs to fund multi-gigawatt buildoutsCapex pushed past $20B in six months, FCF swung from +$11B to –$13B, cloud expenses jumped 45%, and Oracle is carrying $120B+ of debt with $25B due in three years. This is real financial strain. 3. Oracle as a high-beta, high-capex AI buildout storyRPO hitting $523B is incredible but the equity is now a bet that Oracle can• build capacity faster than

Hello everyone! Today I want to share some technical analysis with you! 1.The moment we've been waiting for: $Netflix(NFLX)$ first bullish capitulation signal since Oct 2023.Image2. $Oracle(ORCL)$ earnings took $E-mini Nasdaq 100 - main 2512(NQmain)$ on quite the ride overnight 🎢Image3. $Strategy(MSTR)$ might be the most divisive stock on Wall Street:Wells Fargo says $54.BTIG says $630.The gap between the bears and bulls is a full 312%.Image4. $Meta Platforms, Inc.(META)$ SpaceX (IPO target):$15B in revenue → $1.5T valuationMETA (today):$190B in revenue → $1.6T valuationMath

Hello everyone! Today i want to share some technical analysis with you!1.If you put $10,000 into $Carvana Co.(CVNA)$ exactly three years ago today...You’d be sitting just shy of $1 million right now.Image2. $Costco(COST)$ The dome of DOOM. 🤢Image3.They hit $Broadcom(AVGO)$ with the uno reverse card .Image4. $SPDR S&P 500 ETF Trust(SPY)$ Santa, is that you? 🎅Image5. $Lululemon Athletica(LULU)$ posts double beat, raises guidance, increases share buyback program:~EPS: $2.59 vs $2.27 est~REV: $2.57B vs $2.48B est~Authorizes $1B increase in stock repurchase programImageFor SG user

3 REASONS $Broadcom(AVGO)$ EARNINGS REACTION WENT NEGATIVE1. The backlog quality suddenly looked less securedMany investors treated the OpenAI relationship like a typical binding hyperscaler contract but Broadcom’s “multiyear journey” language in the Q&A made it sound more like a general framework than a firm capacity commitment.2. The revenue timing moved far outManagement made it clear that meaningful XPU revenue does not show up in 2026 & instead ramps in 2027–2029 and long-dated revenue always carries higher risk so this needs to be discounted.3. Supply constraints cap 2026 upsideBroadcom disclosed a $72B backlog with 18-month lead times which signals they're already running at full capacity & cannot accelerate deliveries even if d

$Amazon.com(AMZN)$ is the cheapest mega-cap stock now.The stock has been flat since last December despite accelerating AWS growth and expanding profit margin.I think it can easily double from here in the next 5 years.Here is my AMZN investment thesis: 🧵1/ AMZN has a strong market position in three fast-growing markets:- Online shopping- Cloud computing - Digital advertisingIt is the market leader in cloud and e-commerce and the third largest digital advertiser in the world.All these segments are still growing fast.Image2/ Let's start with cloud computing, Amazon's cash cow.AMZN is the leader in the global cloud business with 29% market share, while MSFT is at 22% and $GOOG is at 13%.It looks like Amazon's market share is trending down here, but it

Hello everyone! Today i want to share some trading ideas with you!1.EVERY PART OF THE NUCLEAR TRADE IS NOW INTERCONNECTED• Upstream you have the uranium miners & fuel processors like $Cameco(CCJ)$ , $Energy Fuels(UUUU)$ & $Centrus(LEU)$ that feed the entire system.• Midstream you have the reactor & SMR builders like $NuScale Power(SMR)$ , $Oklo Inc.(OKLO)$ , $BWX Technologies Inc(BWXT)$ & $NANO Nuclear Energy Inc(NNE)$ turning that fuel into deployable nuclear capacity.• Downstream

Hello everyone! Today i want to share some technical analysis with you!1. $Bitcoin(BTC.USD.CC)$ Choose your fighter: Bear Flag or Breakout? Image2. $Rocket Lab USA, Inc.(RKLB)$ Mission control: we have liftoff. 🚀Image3. $Lucid Group Inc(LCID)$ added millions of new shares.It forgot to add new buyers.Image4. $S&P 500(.SPX)$ Weekly Bollinger Bands haven't been this tight in months...Just in time for our friend Jerome to shake things up.Image5. $NVIDIA(NVDA)$ most traded price of 2025 = $182Sellers having a tough time keeping the stock below it.ImageFor SG users only, Wel

Space is one of my favorite 2026 themes because the real customer base is moving from commercial buyers to fully funded government programs that view this theme as national security infrastructure. It's a once in a lifetime thematic that sits inside budgets that renew every year and grow when geopolitical pressure rises. Once you understand that shift, the companies positioned for federal procurement start to separate from the rest of the sector.1. $Rocket Lab USA, Inc.(RKLB)$ | Rocket LabRocket Lab already understands this shift because they stopped presenting themselves as a launch company years ago. Every decision they have made points toward a world where fully integrated space company with vertical control across manufacturing, payload, conne

Salesforce could be the next one up in the AI arms race.The latest 3Q 2025 (3Q 2026 according to Salesforce financial calendar) results showed one key development investors are excited about.Agentforce and Data 360 annual recurring revenue doubled.Source: $CrowdStrike Holdings, Inc.(CRWD)$ 3Q 2026 PresentationThis development is important as it underscores what are its customers’ demand for its AI services moving forward.Agentforce is an AI-powered platform that helps companies optimise their business processes.Meanwhile, Data360 is its cloud services for data gathering and analysis.If you think about the capabilities of AI technologies, Salesforce is best thought of as the commercialization of AI in business processes.It has huge business potenti

Hello everyone! Today i want to share some technical analysis with you!1. $SPDR Gold ETF(GLD)$ Never forget the Golden Chalice breakout. Image2. $Intel(INTC)$ I see Trump is a fan of using the anchored VWAP ⚓️Image3. $Oracle(ORCL)$ Comeback season?Image4.Turtles got back in $SPDR S&P 500 ETF Trust(SPY)$ yesterday at the open. 🐢The blue line maps the average move after this signal across the last five years.Image5. $GE Vernova Inc.(GEV)$ Time to run it back 🍋ImageFor SG users only, Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with unlimited

Hello everyone! Today i want to share some trading ideas with you!1.I said $Bitcoin(BTC.USD.CC)$ to be tested at $94,230--the actual high was $94,172. Sorry that I missed the mark by a whoopy 58$. Now, it is working on a choppy pattern, either a flat or a triangle W-4 [see black wave count]. Anyhow, a final target of $75K is still on the card. Maybe after FOMCImageFor 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 Account Now Supports 35,000+ Stocks & ETFs – Greater Flexibility NowFind out more here.Complete your first Cash Boost Account t

Commerce Secretary Lutnick has been meeting with robotics CEOs & is pushing to accelerate the industry with the administration now evaluating a formal robotics order for next year.How robotics is quietly getting built out across the economy:1. $Palantir Technologies Inc.(PLTR)$ & $UiPath(PATH)$ are the traffic controllers for the whole fleet while $NVIDIA(NVDA)$ , $Broadcom(AVGO)$ & $Qualcomm(QCOM)$ are the engines & nervous system that let the robots sense and act.2. $AeroVironment(AVAV)$ ,

5 REASONS WHY $NEBIUS(NBIS)$ , $IREN Ltd(IREN)$ , $Cipher Mining Inc.(CIFR)$ , $TeraWulf Inc.(WULF)$ & $Galaxy Digital Holdings Ltd.(GLXY)$ ARE GETTING HIT THIS WEEK1. The $APPLIED DIGITAL CORP(APLD)$ bond blowup broke the dam & exposed the weakest link in the AI-infra chain.A 10% yield on more than $2B of debt with only $634M of equity is the market telling you the model doesn't work without cheap money. Especially when they're paying $275M a year in interest alone on a ~$300M rev base so once the market sees a structure that f

Hello everyone! Today i want to share some technical analysis with you!1. $SPDR S&P 500 ETF Trust(SPY)$ Trouble at the bottom of the channel on Friday...Reclaim or reject tomorrow. 🍿Image2. $Alphabet(GOOG)$ Warren Buffett just aped $4.3 billion into this chart and you're bearish on AI? Dark background chart displays Google logo at top left with GOOG Weekly label. Candlestick price lines in green and red show rising trend from 2014 to 2024 reaching around 200 dollars. Volume bars below in green and red. Lower panel has green and red histogram bars. X-axis timeline from 2014 to 2024. TrendSpider watermark at top left.3. $Nike(NKE)$ doing

Hello everyone! Today i want to share some technical analysis with you!1. $Meta Platforms, Inc.(META)$ 🚨 JUST IN: Meta to cut metaverse spending by 30% 🟢 +7% pre-market.Image2. $Spotify Technology S.A.(SPOT)$ First death cross since the start of 2022. Don't look down.Image3. $Grayscale Ethereum Mini Trust(ETH)$ Is that some green I see? 👁️Image4. $AST SpaceMobile, Inc.(ASTS)$ volume profile leaves a clean runway on this breakout to ~$68/shareImage5. $Tesla Motors(TSLA)$ If the robot narrative sticks, this thing isn’t done.ATHs in sight. 🤖ImageFor SG users only, Welcome to open a

Hello everyone! Today i want to share some technical analysis with you!1. $Apple(AAPL)$ ’s greatest product isn’t the iPhone.It’s the buyback machine.💸Image2. $Bitcoin(BTC.USD.CC)$ Sometimes fading the consensus is a signal in itself.Every BTC “death cross” breakdown in the last 2+ years marked a major buy.Image3. $SPDR S&P 500 ETF Trust(SPY)$ 8/21 EMA system jumped back in at Monday’s open.Same setup that nailed the April melt-up.Blue line shows the 5-year avg path after entry. Image4. $Wal-Mart(WMT)$ Turtles got long the WMT breakout last week and have been cruising along.Image5.

While this is good for the diffusion of the technology, it doesn’t bode well for the foundational model providers as it signals commoditization.Remaining margins will be competed away once the model development flatlines.Value creation will shift to the application layer, and big AI labs supplying foundational models will be more like internet service providers.The technology itself will get occasional upgrades (like we had in telecom with 3G, 4G, 5G) but it won’t be exclusive to any model provider so it’ll remain as a commodity.I think their faith will be parallel to internet service providers. They’ll make massive investments and really change the world, but they won’t see high return on investment as their product will have already become a commodity when they decide to harvest.ImageFor

1. Not building size in the pure-play drone names when the window was wide open. I saw the opportunity in $ONDS, bought shares at $0.73 but sold at $3.17 because the move felt too fast. I did restart the position at $5.26 but the hesitation cost me some upside.2. I believed the AI Utility names like $IREN Ltd(IREN)$ & $Cipher Mining Inc.(CIFR)$ were built for what I call the overflow era which is that brief high-margin window where AI compute demand outstrips what $Amazon.com(AMZN)$ AWS, $Microsoft(MSFT)$ Azure & $Alphabet(GOOGL)$ Cloud can supply. What I underestimated

1/ $Novo-Nordisk A/S(NVO)$ was once a market darling, now everybody hates it.Yet, growth is still strong, the oral Wegovy is coming this quarter, and it has the strongest pipeline in weight-loss drugs.Here is why NVO is a 2x opportunity now: 🧵2/ Let's set the stage first: What does NVO do?NVO is the global leader in diabetes treatment with a 33% market share.This market has three main segments:- Oral Anti-Diabetes drugs- Insulin- GLP-1NVO holds the leadership position in all these markets.Image3/ It currently controls 42% of the global insulin market.This has traditionally been Novo Nordisk's biggest business.However, the balance is shifting.Last year, insulin made up only 18% of the shares, while GLP-1 products made up 50% of all sales.Image4/ NVO