I just found a very interesting small cap:
→ 200% Revenue Growth
→ Strategic product
→ Vertically integrated
→ US manufacturing
→ Full supply chain is US-based
→ Government backing
→ Revenues expected to 12x over the next 2.5 years
→ AI-play
I used to be quite neutral on $IREN
Even bearish on some aspects
After researching much deeper and writing an article for my newsletter, my view changed
I became bullish and saw a clear path to strong returns
Today I have to congratulate the bulls who were confident long…
What's your stock with the highest potential?
I don't want a 1/100 probability 100x moonshot where you have 500 bucks invested just in case
I want conviction
Try to sell it to me in a phrase
If I like it, I'll RT with my take and give a follow
TensorWave wants 1 GW of $AMD GPUs
It is one of a few clouds, alongside Crusoe and Vultr, declaring that they will be among the earliest to offer services on the MI355X
The company already operates an 8,192-GPU cluster in Arizona, built on AMD’s MI325X GPUs
In October 2024,…
$INTC would have a hard time funding its R&D to compete with $AMD because it’s burning cash and its foundry business is a disaster.
Now, thanks to the government taking a stake in them, they got $5.7B of fresh cash, the same as AMD’s entire cash reserves.
If the goal is to…
Some people think they’re late to investing in crypto
They say: “The big money has already been made.”
→ But the reality is different
According to a Morgan Stanley survey, people who did not own crypto:
— 2024: 69%
— 2025: 82%
You’re still very early
I’m not invested in any drone stock
I feel like I’m missing out
I’d like U.S. design and manufacturing of small drones, with vertical integration suited for modern defense
Are there any stocks I should research?
$AMD will jump another 30% as its chips gain traction with hyperscalers, Truist says
"Hyperscalers are expressing true interest in deploying $AMD at scale.”
Truist noted that industry contacts are now constructive on $AMD’s DC/AI traction, with hyperscalers treating $AMD as a…
$ALAB is one of the most impressive companies in the stock market
— 150% revenue growth
— 40% FCF margin
— 190 Rule of 40 🤯
— Customers include $NVDA, $AMD, $AMZN, and $GOOG
You can check out my free deep dive at the link below ↘️
Dr. Lisa Su, Chair and CEO of $AMD JUST SAID:
“High-performance computing is the foundation for solving the world’s most important challenges.
As we partner with $IBM to explore the convergence of high-performance computing and quantum technologies, we see tremendous…
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