You loved $META at $760 two weeks ago? You should REALLY love it at $620! Nearly 20% wiped out in just two weeks! Absolutely brutal selloff. • Below 19x forward earnings • Daily RSI nearing oversold territory (~31) Investor sentiment has completely flipped. Same company. Strong earnings. Much cheaper valuation. Mr. Market might be handing investors a 2nd chance… Is this an incredible buying opportunity?

Wall Street now projects $SPCX to hit ~$330 BILLION in annual revenue by 2028! Meanwhile, Elon Musk believes $1 TRILLION in annual revenue by 2028 is “no longer impossible.” Is Wall Street underestimating $SPCX? Or is Elon Musk too ambitious? 👀

$CBRS IS SURGING ON $ORCL PARTNERSHIP NEWS! 🚀🤝 Cerebras is bringing its AI inference technology to Oracle Cloud Infrastructure! • Brings Cerebras AI inference to Oracle Cloud Infrastructure (OCI) • Expands access to enterprise customers and developers • Enables high-speed inference for advanced AI agents • Creates a new channel for commercial AI adoption • Expected availability in 2027 Could this partnership spark a major turnaround for $CBRS? 👀

$NBIS & $CRWV ARE SURGING! 🚀 Elon Musk marked the bottom. Compute demand has never been stronger. Please don’t be a bull trap. Please don’t be a bull trap. Please don’t be a bull trap. 😭

THE AI GROWTH SUPERCYCLE STACK! 🚀 AI SEMICONDUCTORS $CBRS — $887.1M - $7.54B (+750%) AI COMPUTE $NBIS — $3B → $22.9B (+663%) SPACE & ORBITAL AI $SPCX — $48.8B → $330.3B (+577%) PHOTONICS $AAOI — $1B → $4B (+300%) POWER GENERATION $BE — $4.5B → $10.3B (+129%) AI SOFTWARE $PLTR — $8.2B → $17.8B (+117%) AI CONNECTIVITY $CRDO — $2.5B → $5.1B (+104%) PHYSICAL AI & ROBOTICS $OUST — $221.52M → $405M (+83%) POWER DISTRIBUTION EQUIPMENT $FPS — $2.5B → $4.5B (+80%) MEMORY & STORAGE $STX — $19.1B → $31.5B (+65%) Projected Revenue Growth: 2026 → 2028 10 Stocks. 10 Sectors. One MASSIVE AI Supercycle. Would you own this portfolio? 👀

$SOFI HOLDERS ARE IN PURE BLISS TODAY! 🤩 THE BEARS ARE SILENT. SoFi delivered a HUGE Q3 DOUBLE BEAT and MASSIVELY raised FY2026 and FY2027 guidance despite a challenging rate environment! FY2026 Guidance: • Revenue: $5.04B vs. $4.87B expected 🟢 • EPS: $0.61 vs. $0.59 expected 🟢 FY2027 Guidance: • Revenue: $6.4B vs. $5.9B expected 🟢 • EPS: $0.90 vs. $0.82 expected 🟢 $20 is looking closer than ever… $SOFI holders stand ⬆️ It’s our day.

THE 5 BIGGEST SECULAR GROWTH TRENDS OF THE NEXT DECADE! 🚀 1. SEMICONDUCTORS & AI HARDWARE • AI growth is driving surging demand for chips, memory, storage, and networking. Top Stocks: $NVDA $MRVL $MU $AVGO $LITE 2. POWER GENERATION & INFRASTRUCTURE • AI data centers, electrification, and reshoring drive power and grid expansion. Top Stocks: $VST $CEG $GEV $BE $FPS 3. SPACE EXPLORATION & ECONOMY • Falling launch costs and rising demand for satellites, connectivity, and defense. Top Stocks: $SPCX $RKLB $ASTS $LUNR $VOYG 4. CYBERSECURITY • Rising cyber threats and AI adoption are accelerating demand for digital security. Top Stocks: $CRWD $PANW $OKTA $NET $RBRK 5. AI CLOUD COMPUTING • Surging AI training and inference demand is driving massive cloud expansion. Top Stocks: $MSFT $AMZN $ORCL $CRWV $NBIS These are the secular trends I believe will create some of the BIGGEST investment opportunities of the next decade. Position accordingly. 👀

$GOOG IS IN ITS LARGEST DRAWDOWN OF THE PAST YEAR! • Down over 20% from ATHs 🐻 • Daily RSI officially OVERSOLD (<30) • Forward P/E down to ~23x • Earnings October 28th! Keep your eyes on $GOOG 👀

$DASH is reportedly close to acquiring $CART and gets NUKED! Meanwhile, $UBER dropped ~4% on the SAME acquisition speculation and has STILL yet to recover, despite having walked away from talks. $UBER has the REAL alpha right now… 👀

IS THE BOTTOM IN!? 🤩 $AAOI $66.28 → ~$73 🟢 $LITE $736.01 → ~$835 🟢 $BE $189.00 → ~$209 🟢 $COHR $203.55 → ~$224 🟢 $FPS $23.16 → ~$25.60 🟢 $IREN $23.72 → ~$26.50 🟢 $INTC $84.64 → ~$92 🟢 $CRWV $51.28 → ~$57 🟢 $GEV $796.41 → ~$860 🟢 Am I jumping the gun here, or are we SO BACK? 😭🚀

$NBIS Could Have ENORMOUS Upside by 2027. 🚀 My 2027 valuation scenarios: • Bear Case: $147 (-8%) • Base Case: $406 (+154%) • Bull Case: $679 (+324%) Successful execution of Nebius's neocloud expansion could unlock MASSIVE upside. What are your thoughts on $NBIS here?

$BE IS GOING BALLISTIC! 🚀 The market is FINALLY rewarding a strong earnings report! CONGRATS TO EVERYONE WHO BOUGHT THE DIP WITH ME! 🤝 Following is FREE!

WOW. The market is not a fan of Lula’s reelection in Brazil. 😳 $NU and $MELI are getting absolutely NUKED. This has to be an overreaction… right?

“In the long run, stock prices follow earnings.” — Peter Lynch These 7 stocks are FALLING while earnings keep GROWING. This disconnect cannot last forever... 🧵👇 1. $SOFI | SoFi Technologies

NEOCLOUDS ARE GETTING NUKED! 😭 WE COULD SEE… $CRWV BELOW $50 $NBIS BELOW $150 $IREN BELOW $24 AS SOON AS TOMORROW! For long-term investors with conviction in Neoclouds, this selloff could present some INCREDIBLE buying opportunities. Position yourself accordingly.

$CRWV & $IREN are LIVIN’ ON A PRAYER! 😭🎸 Both are breaking below KEY long-term trendline support. Elon Musk just warned that debt markets are drying up for neoclouds, predicting MASSIVE death and consolidation across the industry. The bulls need to show up, and FAST… Neocloud holders, how are we feeling?

$UBER is significantly undervalued! 🔥 Trading at just ~16.5x forward earnings is RIDICULOUS when you consider: 👇 • Investor & Insider Conviction: Pelosi, Bill Ackman, CEO Dara Khosrowshahi, and other executives. • EPS Growth: Projected ~30% annualized earnings growth through 2028. • Massive FCF: Asset-light business generating $10B+ in trailing FCF at a ~7.4% FCF yield. • Operating Leverage: Profitability continues to scale faster than gross bookings. • Dual Growth Engines: Mobility and Delivery both delivering 20%+ gross bookings growth. • Brand Moat: When you think of getting a ride, you think UBER. When you think of ordering food, UBER EATS is one of the first names that comes to mind. THAT is brand power. • Financial Strength: BBB+ investment-grade credit rating. • Autonomous Vehicles: Expanding its 30+ AV partner network and making significant strategic investments to become the world's premier AV commercialization platform. CEO Dara Khosrowshahi has emphasized Uber's ambition to become the world's leading commercialization platform for autonomous mobility. You're getting a highly profitable, cash-generating business with significant growth opportunities at just ~16.5x forward earnings. The market is SIGNIFICANTLY undervaluing $UBER's true value.

AI STOCKS ARE PUMPING ON LIQUID! 🚀 Trump: “No U.S. strike on Iran today.” Right on time… 🌮😭 LET’S SEE A GIGA BOUNCE MONDAY! 🔥

Notable AI Trade Stocks that are OVERSOLD! (RSI <30) Oversold conditions often present long-term buying opportunities. 📈👇 1. $GEV 29.93 2. $NVT 28.73 3. $PWR 28.28 4. $CLS 28.22 5. $VRT 27.57 6. $FPS 27.46 7. $CAT 26.75 8. $FN 26.58 9. $EME 26.11 10. $AMAT 26.09 11. $CRWV 25.75 12. $MOD 25.68 13. $LRCX 24.55 14. $IREN 24.37 15. $CBRS 23.63 16. $STRL 23.58 17. $KLAC 23.26 18. $MTZ 22.66 There are so many infrastructure picks-and-shovels plays, especially surrounding the power theme. This goes back to my point that I believe power infrastructure offers arguably the best R/R in the entire market right now. A couple more red days and we could see a whole new batch of semiconductor, photonics, and chip stocks on this list. What are you watching? 👀

AI’s biggest names agree on one thing: Musk. Huang. Zuckerberg. Altman. Nadella. Jassy. Fink. Pichai & more. POWER is becoming a major constraint. ⚡️ The Top 6 AI Power Stocks. 🧵👇 1. $VST | Vistra