Christophe Barraud

1. $NBIS – $50B market cap, $1.36B TTM revenue (+444%). Builds AI cloud infrastructure and massive GPU clusters for training and inference. Its multi billion dollar deals with Microsoft and Meta, along with its NVIDIA partnership, put it in a strong position to benefit from growing AI demand. 2. $MRVL – $221B market cap, $9.45B TTM revenue (+31%). Develops custom AI chips and high speed networking technology for data centers. Growing demand for custom silicon and AI infrastructure makes Marvell a key player in the AI buildout. 3. $CRDO – $33B market cap, $1.59B TTM revenue (+165%). Builds high speed connectivity technology that helps GPUs and AI systems communicate. Revenue is growing rapidly, margins are strong, and its technology is becoming increasingly important as AI data centers expand. 4. $VST – $48B market cap, $19.2B TTM revenue. One of the largest independent power producers in the U.S., with 44 GW of generating capacity, including nuclear power. Its long term deals to supply Amazon and Meta with nuclear energy give it significant exposure to rising AI electricity demand. 5. $NOK – $52B market cap, $23.7B TTM revenue. A major networking company focused on mobile networks, optical systems, and IP routing. Growing demand for AI data center networking, combined with its NVIDIA partnership, could drive its next phase of growth. 📌 If this helped → Like + Follow + Share NFA

For reference, here are some of my favorite calls from just the past year: - $DELL at $230 → flew 150% - $MU at $500 → flew +150% - $SNDK at $1,000 → flew +135% - $ZETA at $15 → flew +120% - $META at $540 → flew +40% Many will regret not following sooner.

Elon Musk is basically telling you EXACTLY which stocks to buy to get RICH. He said "the value of compute per watt will increase over time, not decrease." Here are 5 stocks that can benefit from this:

These were his top 4 holdings: 1. Alphabet ($GOOGL) 47.9% of the portfolio, $1.78 billion 2. PDD Holdings ($PDD) 22.2% of the portfolio, $821 million 3. Berkshire Hathaway ($BRK.B) 15.0% of the portfolio, $555 million 4. East West Bancorp ($EWBC) 9.7% of the portfolio, $358 million If this helps you, like + follow + share. All my buy and sell signals in Discord! NFA

Li Lu (Chinese Warren Buffett) had $3.7 billion in just 8 stocks at the end of Q2. These were his top 4 holdings: 1. Alphabet ($GOOGL) 47.9% of the portfolio, $1.78 billion

2/6 — $20,000 → Nvidia ($NVDA) My fair value estimate: $309.\ Current price: $217. 3/6 — $15,000 → Meta ($META) Down 17% over the past year.\ Pinfolio fair value: $1,067. 4/6 — $15,000 → Microsoft ($MSFT) Pinfolio fair value: $709.\ Current price: $531. 5/6 — $15,000 → Bitcoin ($BTC) The only asset with a fixed supply.\ My biggest position! 6/6 — $10,000 → Palo Alto Networks ($PANW) Up 82% over the past year.\ Cybersecurity isn’t optional. Don’t miss out again… If helpful → Like + Follow + Share + Save If you are not following us with notifications turned on, you might miss our next alerts.

If I had to rebuild my portfolio from scratch with $100,000 tomorrow, here’s exactly how I’d allocate it 🧵👇 1/6 — $25,000 → Alphabet ($GOOGL) Earnings drop tonight, and I’d buy before the numbers even come out.

2. Alphabet $GOOGL $GOOG 12 straight quarters of double-digit revenue growth 3. Netflix $NFLX EPS up 49% in Q3 4. Amazon $AMZN $77.7B net income, the best company in the world Costs nothing to follow me btw... 📌 If this was helpful → Like + Follow + Share 💡 Don't miss out again. Save this list and turn on notifications so you catch the next alert.