Bianca (@bibiInvests) header
Bianca (@bibiInvests) profile picture

Investor | Trend-follower.Spotting 10× disruptive stocks before the crowd.

Joined April 2012
Nvidia's board is reportedly deciding whether to remove Jensen Huang. Here are 6 stocks that could thrive if Nvidia's troubles continue: 1. $TSM - Taiwan Semiconductor TSMC doesn't need to pick a winner. Nvidia is its largest customer, but it also builds chips for AMD, Broadcom, Google and Amazon. Revenue grew 41% last quarter to $46.7B, Q4 guidance is $52.3B to $54.3B, and management says AI demand is still running ahead of its supply.
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Memory and semiconductor names led Wednesday’s rally $MU +11.9% $SNDK +13.7% $INTC, $AMD, $AVGO and the broader SOX index all posted strong gains CoreWeave results and raised guidance reinforced demand for AI servers, HBM and networking ($MU $SNDK $SMCI) The AI hardware complex just got fresh fuel after recent volatility I expect volatility to remain elevated, but the broader AI infrastructure trend is still worth watching closely. 💡As a reference, I’ve called multiple 10x names early. Follow for more trend-driven AI and disruptive stock updates before the crowd.
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Morgan Stanley CIO and U.S. equity strategist Michael Wilson says the next market rebound, following four consecutive weeks of declines could create major opportunities for these five stocks: 1. $AMD
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“About once every two years the market falls 10%. Every six years the market’s going to have a 25% decline. That’s all you need to know. You need to know that the market’s going to go down sometimes. If you’re not ready for that, you shouldn’t own stocks.” – Peter Lynch
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5) $HIMS $6.07B market cap
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4) $MRNA $101B market cap
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3) $PTGX $8.54B market cap
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2) $NAUT $284M market cap
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Stanley Druckenmiller: I never buy unless the fundamentals and the chart are both great. Even more important — don’t think in the present. Think 18 months ahead. You’re buying the future, not today. What’s popular now is often a crowded trade that will look very different in a year and a half.
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Hey @grok , pick 10 stocks out of these 30 that could 5x or more in the next two years.
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