$NVO Down more than 4% pre-market after its Capital Markets Day. Investors are mainly reacting to slower Wegovy growth and increasing competition from $LLY. But $NVO remains an obvious long-term holding for me: - 5+ multi-blockbusters targeted by 2030 - 10x higher capacity for oral GLP-1 obesity patients - 60M+ patients targeted globally by 2030 - Oral obesity gamechanger: $NVO still leads $LLY in adoption The broader negative sentiment also supports my short-term bearish outlook. I still expect a final bottom somewhere between $32 and $16. After that, I expect a sustained recovery toward $64 and eventually $81+ over the mid to long term.

The upside potential for $EOSE is literally massive. Price is currently sitting right in my long-term trend reversionzone, and if this works out we could see this stock 10x in a very short time. One of the best looking technical setups in the market right now. Demand is already proven to be there, over $800m backlog should make this a no brainer. The real risk is the capacity buildout. Just like $FLNC, $EOSE has problems scaling and operating production facilities efficiently. However, if this gets resolved, $EOSE could turn into one of the best performing stocks over the next 12 months. For me personally this is a risk I'm willing to take.

Forget about $WYFI, $NOW or $IREN. These are the 3 biggest no-brainers for end of 2026 and beyond. Major re-rating ahead: 1. $META | Social Media → AI Monetization Platform - Revenue grew 28% YoY to $60.8B in Q2 - New AI agent Muse as a major revenue multiplier - Massive expansion of ad-revenue stil ahead, 2B DAU on Instagram 2. $BABA | E-Commerce → AI & Cloud Powerhouse - AI Cloud revenue grew 45%, already ~18% of total revenue - AI-related revenue grew triple digits for 12 straight quarters - Cloud adjusted EBITA surged 133%, proving monetization is scaling 3. $UBER | Ride-Hailing → Global Mobility Platform - Gross Bookings grew 22% YoY; TTM FCF surpassed $10B - Delivery, Freight and Advertising create additional monetization engines - Uber wants to become the world’s largest autonomous-vehicle platform

All of this was shared with members over the last months: $OSCR at $12 and flew 175% $TEAM at $61 and pumped 220% $CRDO at $171 and sold at $247 $NBIS at $87, pumped to $299 $ZETA at $15, now sitting at $31 We are consistently sharing new setups on patreon. All of our buys and sells are shared with members in real time, and all actions are tracked and easy to follow.

HERE ARE THE TOP 4 PERFORMERS OF 2027 1. $APP Probably the best software to accumulate right now. It will take some time until the final bottom is. Long-term potential: $1,300 2. $SOFI Accumulation zone since March 2026, as long as the recent low at $14.88 holds, I expect $50+ over the mid-term. 3. $EOSE The recent Google-deal underlines the potential of this stock. It's one of a kind technology giving an incredible moat. Long-term potential: $32 4. $ASTS Yes, I do think space will recover itself over the next 15 months. But my $ASTS bulls still have to patience a little. Mid-term potential: $210+ Which one is missing? (For more information on each entry and exit, visit Patreon)

$MSTR 14 months later, my projection played out almost perfectly. Yes, it even dropped slightly below my projected target zone. But the projection remains valid and unchanged. From here, I believe $MSTR could become one of the best-performing names over the next 6 to 9 months. Everything below $135 is a strong buy for me. Mid-term target: $290+.

$AMD up 32% from the last low. I literally gave you the exact playbook for this one. - Called the pullback at $570. - Gave you the exact bottom level two months in advance. The next major target is $645. The long-term potential is a lot higher, with Inference becoming increasingly more important than training. However, $AMD is already priced really high, and I believe we could see a stronger correction over the medium term. I will keep you updated when the next correction comes.

$AVGO in a nutshell: Above $432.73, new ATHs become likely. Mid-term target: $660. But this bullish scenario only has a 40% probability for now. Short term, I remain bearish. The next major support zone is between $305 and the 200-week MA at $203. Until $432.73 breaks, I would be careful chasing this move.

So South Korea accounts for ~80% of global AI memory chip production. At the same time, its economy is highly dependent on oil. If oil keeps rising, the AI supply chain — including $SKHY, Samsung or even $MU — could collapse badly. And what happens after that in the AI race?

$NIO deserves a lot more attention at current levels. The setup here is looking extremely compelling, and fundamentals seem utterly strong. Wave 2 should bottom very soon, and wave 3 should take us up above $12. The stock seems massively undervalued, trading at 0.5x P/S. Revenue is expected to grow 52% YoY. High Oilprices are a huge tailwind, as demand for EV's spiked masively, especially in europe. Meanwhile their ADAS is now on track with $TSLA and $XPEV. Additionally their EV lineup is looking very strong recently. There's a reason the USA has 100% tariffs + Hardware ban on chinese cars.

100% transparency on every move. Daily trade setups. Here’s what we shared with our Patreon subscribers last week: - Monday: $META, $OSCR, $ORCL, $HOOD, $NOW - Tuesday: $JD, $XPEV, $BABA, plus new entry - Wednesday: $EOSE, $MP, $APP, $NBIS, $NVDA, $BWXT, $CCJ - Thursday: $ASTS, $RKLB, $TEAM, $OKLO, $CRWV, $RDDT, plus new entry - Friday: $AVAV, $ONDS, $SOFI, plus analysis on the NASDAQ - Saturday: Analysis on $SOFI, $SYM, $BE, plus Portfolio update, exclusive analysis on oil - Sunday: S&P 500, $ZETA & $LITE Wishing you all a blessed week ahead!

Big news for $EOSE. Frontier Power USA selected by U.S. Army to develop privately financed generation + storage at Tobyhanna Army Depot Details include: - Long-term lease of unused Army land - Development targeted ~2027, operations by ~2030 - American-made battery storage planned (Eos Z3 zinc tech) Why this is big for $EOSE: - Potential hardware orders if FPUSA uses its Eos supply agreement - Validates $EOSE's approach on american made storage - Supports the FPUSA growth engine Eos helped capitalize

You’re not bullish enough on $META. Very few people realize how much Muse could MULTIPLY $META’s REVENUE. $META monetized attention for 20 years — Muse could monetize intent next. Think about how the internet works today: You want a hotel in New York. Google Search: Google shows you different providers — but you still have to handle the rest yourself. Now imagine this: “Hey Muse, organize a 4-day trip to New York under $2,000.” Muse: Plans it. Compares everything. Books it. Pays for it. You may never even open Google yourself. $META could evolve into a personal AI commerce and services platform. Now imagine companies like Booking, Nike or Apple paying billions for priority placement inside Muse. That’s where the real multiplier could come from. Are you bullish enough?

Important Fibonacci-Support levels I'm watching on pullbacks: $ASTS | $51 $CRWV | $72 $OSCR | $22 $OUST | $26 $NBIS | $123 $HIMS | $19 $BE | $140 $RKLB | $52 $IREN | $28 $NFLX | $61 $AAOI | $89 $ZETA | $24 $PLTR | $98 $CRDO | $118 $ORCL | $132 $APP | $285 $NOW | $90 $MU | $673 Which of these would you buy if these levels get hit?

The fact that a great stock can still be a bad investment at the wrong price prevents many investors from building wealth. Here are four genuinely great companies I wouldn’t buy at current prices: 1. $ARM Current price: $269 - Trades at roughly 279x P/E - More than 50x P/S prices in near-perfect execution - Great technology does not justify every valuation 2. $VRT Current price: $244 - Trades at roughly 55x P/E - Forward P/E remains above 30x - P/S expanded from ~0.9x to over 8x 3. $ANET Current price: $201 - More than 60x P/E for an established networking business - Nearly 24x P/S demands years of exceptional growth - Limited margin of safety if AI spending normalizes 4. $PLTR Current price: $176 - Trades at roughly 150x P/E - 93x Forward P/E already prices in extraordinary execution - Any growth disappointment could trigger severe multiple compression

$BE might fall back to $140 one last time. This is my favorite stock to play the massive energy bottleneck in the AI-Buildout. Price ran into strong resistance, and the upwards move was really choppy so far. Chances are good that this was only a B-Wave, and we get one more drawdown towards $140. This could turn into one of the most interesting setups in the entire market. My target for the next upwards move sits at $490. That'd be 250% potential. Patreon members will be the first to know when I decide to buy this stock.

Most of the smaller data-center companies won't survive over the long-term. - $RIOT - $BTDR - $MARA - $BRUN - $KEEL All of these will probably become irrelevant. Right now the market is still heavily supply constrained, so the tide lifts all boats. Here's an overview, which companies are actually positioned well, and which are not. 1. $CRWV - Currently biggest Neo Cloud with huge backlog - Lots of Know How for GPU Clusters 2. $NBIS - Full-Stack-AI-Cloud - Long-term contracts with $META and $MSFT 3. $IREN - Best miner Pivot, $MSFT and $NVDA contracts - Huge Renewables pipeline 4. $HUT - Huge long-term contracts with strong counterparties - Can survive as AI-Landlord 5. $APLD - Multiple big hyperscaler leases - less capital intensive than Neoclouds - Can survive as Power and Shell supplier 6. $WULF - Strong power access - Stays relevant as Power-Landlord, not as software player. 7. $CIFR - Strong HPC backlog - Low Time-To-Power Probably won't stay relevant: 8. $RIOT - Bad financing structure - Execution risk is high due to insufficient know how - Without cloud or custim silicon, Riot is a replaceable power and shell landlord 9. $BTDR - Cloud too small to keep up on depreciation and GPU-Generation swaps - Hybrid at mining and AI. No real focus on one model. - Lower customer quality than competition 10. $MARA - AI remains a secondary option behind mining - No high-density delivery or software layer - Only few running Take-or-Pay-AI-Leases 11. $KEEL - No real top tier contracts - Scale,power security and quality are lacking behind competitors - Currently still reliant on Mining 12. $BRUN - Very small Neocloud without power moat. - GPU-Capex needs to be contantly renewed - financing is a problem without a hyperscaler balance sheet. - High customer concentration and weak software layer. When supply overshoots demand, these will be the first to have problems selling their capacity. Any long-term investor needs to be aware of this. The buildout won't last forever. That's how capitalism works.

Barclays and Raymond James both raised their price targets on $OSCR. Raymond James now sees $42, while Barclays expects $49. Back in February, when $OSCR was trading around $12, we were already projecting prices around $45. That’s the kind of research we share with our Patreon members. But to celebrate the recent upgrades, here’s an exclusive $OSCR update for free: My price target has actually increased. In the short term, I expect a pullback into the white zone. After that, I expect a much stronger move toward $55+. If $OSCR breaks above $36.67, I expect the stock to move relatively quickly into the $45–$50 range. I hope you appreciate the free value. Anything is possible by joining our Patreon!

$AMZN is about to fall back to buy levels. The standard wave 2 correction is almost complete, but we should get one last retest of the key-supportzone around $230. That's where the stock gets attractive again. The next move should take us up towards $355. And that's just the minimum target. $AMZN is one of the best positioned businesses for the next years. - AWS revenue is exploding - Trainium secures higher profits and vertical Integration - Margins grow as AWS takes more revenue share This is a giant long-term compounder.