The 5 major investment themes I focus on for the next 5 years, and the best positioned stocks. 1. Energy - Grid tech - Power Generation - Storage My top picks: $VIST | $XE | $VST | $CCJ 2. Physical AI - Software - Humanoids - Critical parts - Edge-Computing My top picks: $XPEV | $TSLA | $SYM | $OUST 3. Space - Launches - Space Infrastructure - Operations My top picks: $SPCX | $RKLB | $FLY | $LUNR 4. Defence - Counter Drone - Drones - Target acquisition My top picks: $EOS.AX | $ONDS | $AVEX | $AVAV 5. Software - Workflow Automation - AI-Agents - Business Intelligence - Data analysis My top picks: $PLTR | $TEAM | $NOW | $ZETA

$TSLA The stock has surged almost 30% over the past month. As long as the red line at $297.38 holds, I expect $TSLA to reach $730–$810 next. However, the probability of a deeper pullback into the yellow zone between $207 and $88 remains at 40%.

10 stocks that are currently getting attractive again. 1. $APP 2. $SOFI 3, $CRDO 4. $BE 5. $CRWV 6. $ORCL 7. $BABA 8. $IREN 9. $ASTS 10. $META We've already started laoding up on some of these, and are aiming to buy even more over the next weeks. Patreon Members know which levels we are watching for our entries.

WHAT MANY PEOPLE DON’T UNDERSTAND ABOUT INVESTING: Great investments need time and patience—just like fine wine. Returns are rarely linear. The biggest gains often arrive suddenly, after months of seemingly going nowhere. $ZETA and $TEAM are perfect examples: After our entries, we spent months in the red. Then: $ZETA: +100% $TEAM: +220% The journey wasn’t linear—but the outcome was exponential. That’s exactly what we look for on Patreon: opportunities before the exponential move begins.

$VIST One of the most interesting oil plays in the market: - Q2 2026 revenue: $1.15B, up 89% YoY - Adjusted EBITDA: $805M, up 99% YoY—an exceptional 70% margin - Production: 156,061 boe/d, up 32% YoY—targeting 185,000 in 2027 and 250,000 by 2030 (boe/d = barrels of oil equivalent per day) Over the coming months, I expect $VIST to continue rising toward $93–$131. To be fair, part of this tremendous growth was driven by higher oil prices. For a deeper understanding of the oil outlook, I recommend reading my oil analysis, available to every Patreon member. Link:

Always remember: Be greedy when others are fearful—and fearful when others are greedy. $SPCX The fearful phase for $SPCX hasn’t arrived yet. I won’t buy a single share above $90. Yes, $160–$200 is possible in the short term, but I don’t expect it to be sustainable. From current levels, $SPCX could easily pull back by 40–50%.

We are about to witness a massive capital roatation. And you don't want to be positioned in the wrong way. Energy stocks are setting up to pump. $NVDA CEO Jensen Huang just confirmed that it's the biggest bottleneck in the AI Buildout. $PLTR founder Peter Thiel has 75% of his portfolio in energy. Stocks like $VIST, $VST or $EOSE will heavily profit now. Meanwhile overvalued techstocks like $PANW, $CRWD or $NET will be rocked, as the market rerates them. Positioning for this move early will safe you a lot of money. Mark my words.

To $BE, or not to $BE—that is the question. As Shakespeare would have said. $BE became one of the biggest winners of the AI race—and there may still be significant upside ahead. In my primary scenario, I expect $BE to pull back into our white long-term entry zone. My mid-term target is between $432 and $603. If $BE breaks sustainably above the upper boundary of the orange zone, I expect an immediate bullish breakout. The exact levels of our entry zone are available exclusively to our Patreon subscribers.

solana:F9oUz5Qs1zZuNq5VHQjxCNFSbBh7mJdDYd3qwLaPpump This analysis was requested by one of our Patreon subscribers. Over the coming months, I remain bullish on solana:F9oUz5Qs1zZuNq5VHQjxCNFSbBh7mJdDYd3qwLaPpump and expect prices between $76 and $82. If solana:F9oUz5Qs1zZuNq5VHQjxCNFSbBh7mJdDYd3qwLaPpump breaks sustainably above the green line at approximately $90, prices between $100 and $110 become possible. However, over the longer term, I remain bearish and expect a larger correction toward $50 to $40.

$IREN is quietly setting up for a squeeze again. The hype has faded away over the last months, while fundamentals finally seem to be improving. The long-term upside potential of this company are immense, and if the company can show a high level of execution, the stock will be rerated fast. Price has most likely bottomed now, and is at the start of a strong move towards $100. Mark my words: This will be a $100 stock in less than one year time.

Huge step for $EOSE! $EOSE just landed it's first project with $GOOGL, providing 380 MWh of storage for Google's data centers. The revenue from this project isn't the important part. $20-$30m is the estimated revenue for $EOSE for this project. Here's what relevant: - Validation by hyperscaler This is a big signal that EOS batteries are useful for data-center projects - First contract under MN8 agreement This opens the door for further collaboration with the energy producer The numbers on this project are only a sidenote, the signal this gives is way more important.

$ASTS & $RKLB: If these key levels break, the door to GENERATIONAL BUYING OPPORTUNITIES opens. $ASTS Trigger: Break below $52.80 Next: Orange long-term entry zone $RKLB Trigger: Break below $58.20 Next: Orange long-term entry zone The exact boundaries of both entry zones are reserved for our Patreon subscribers.

Space will evolve into a multi-trillion-dollar industry over the next few years. These are the most interesting stocks to watch: 1. $RKLB | Small rockets and launches 2. $ASTS | Space-based smartphone network 3. $LUNR | Lunar landers and missions 4. $MDA | Satellites, robotics, geointelligence 5. $FLY | Responsive rockets and landers 6. $RDW | Space infrastructure and robotics 7. $VOYG | Defense tech, space infrastructure 8. $PL | Earth observation satellites and daily geospatial imagery Which do you own?

TOP 20 FASTEST GROWING AI INFRASTRUCTURE COMPANIES: 1. $NBIS | Nebius Group -- 521% 2. $MU | Micron -- 191% 3. $CRDO | Credo Technology -- 170% 4. $CRWV | CoreWeave -- 136% 5. SK Hynix -- 136% 6. $LITE | Lumentum -- 112% 7. $AAOI | Applied Optoelectronics -- 111% 8. $SNDK | Sandisk -- 110% 9. $IREN | IREN -- 95% 10. $SMCI | Super Micro Computer -- 82% 11. $AEHR | AEHR Test Systems -- 75% 12. $ALAB | Astera Labs -- 51% 13. $AVGO | Broadcom -- 50% 14. Samsung -- 50% 15. $NVDA | NVIDIA -- 48% 16. $MRVL | Marvell -- 35% 17. $CLS | Celestica -- 28% 18. $AMD | Advanced Micro Devices -- 30% 19. $ANET | Arista Networks -- 20% 20. $VRT | Vertiv -- 20% YoY projected revenue growth. Which of these are you holding?