This is Trump's personal portfolio: $AVGO Broadcom $DELL Dell $TXN Texas Instruments $DVA DaVita $JBL Jabil $KLAC KLA $COMT GSCI Commodity ETF $FFIV F5 $GOOGL Alphabet $ETN Eaton $NVDA NVIDIA $XLK Technology Select Sector ETF $TT Trane Technologies $COST Costco $IEMG MSCI Emerging Markets ETF $IEX IDEX $AMZN Amazon $XLI Industrial Select Sector SPDR ETF $CDNS Cadence Design Systems $AAPL Apple $VOO Vanguard S&P 500 ETF $VTI Vanguard Total Stock Market ETF $WST West Pharmaceutical $IWB Russell 1000 ETF $XEL Xcel Energy $EFA MSCI EAFE ETF $SNPS Synopsys $RSP S&P 500 Equal Weight ETF $BA Boeing $MSI Motorola $NWSA News Corp $MSTR Microstrategy $ORCL Oracle $WM Waste Management $GOVT U.S. Treasury Bond ETF $ICE Intercontinental Exchange $MARA MARA $NFLX Netflix $UBER Uber $KRMN Karman Space $HD Home Depot $TDG TransDigm $MSFT Microsoft $CVNA Carvana $COIN Coinbase $AXON Axon $ADBE Adobe $CRM Salesforce $NOW ServiceNow $WDAY Workday

The real frenzy starts once the most hyped companies go public. Space: SpaceXai Defense: Anduril Al: OpenAl, Anthropic Robotics: Figure Al, Apptronik Fintech: Stripe, Revolut Crypto: Kraken, Ripple, Prediction Markets: Polymarket, Kalshi Chips: Groq, Cerebras Cloud: Databricks We haven't seen anything yet...

These are the three biggest opportunities of this decade: 1. Agentic AI 2. Self-driving Cars 3. Humanoid Robots We're seeing trillion-dollar markets being created in real time. And it's just getting started.

$NVTS - Double inside day✍️ Trying not getting ahead of myself here but will call a spade a spade.. this is a extremely powerful setup if it breaks local highs this week! Added the 1/2 I sold on the initial pump back yesterday as it held the inside day candle (as bad as it might've felt) we see this time and time again in patterns..

One of the best way to find the next big winner is to track new IPOs. The leading ones right now: $CDNL Cardinal +138.07% $AMBQ Ambiq+128.38% $LGN Legence +127.38% $Q Qnity +106.10% $ELVR Elevra Lithium +85.77% $SOLS Solstice +80.00% $PURR Hyperliquid Strategies +77.05% $FLY Firefly +70.58% $WYFI WhiteFiber +70.50% $CRCL Circle +52.96% $LIFE Ethos +52.23% $FPS Forgent Power +48.55% $REA Rare Earths Americas +45.89% I track every major new IPOs here:

The Five Layers of Memory 1. Near Memory: Sk hynix, Samsung $MU 2. Main Memory: Sk hynix, Samsung, CMXT $MU 3. Expansion Memory: SK hynix, Samsung $MU $ALAB $MRVL $MCHP $RMBS 4. Contexted Memory: SK hynix, Samsung, Kioxia $MU $WDC $SNDK $SIMO 5. Data Lakes: $STX $WDC $DELL $NTAP $P $HPE $IBM

Companies invited to join Trump’s trip to China: $MU Micron $COHR Coherent $QCOM Qualcomm $CSCO Cisco $BA Boeing $ILMN Illumina $AAPL Apple $C Citigroup $GS Goldman Sachs $BLK BlackRock $TSLA Tesla $GE GE Aerospace $V Visa $META Meta $MA Mastercard $BX Blackstone

This is the kind of market where you simply buy what the president tells you to: Chips $INTC Intel $NVDA NVIDIA $AMD AMD $TSM TSMC AI Infrastructure $DELL Dell $VRT Vertiv $NBIS Nebius $CRWV Coreweave $IREN IREN $HUT Hut 8 Rare Earths $USAR USA Rare Earth $CRML Critical Metals $TMC The Metals Company Critical Minerals $TMQ Trilogy Metals $UAMY United States Antimony $MP MP Materials $LAC Lithium Americas Quantum $IONQ IonQ $QBTS D-Wave Quantum $RGTI Rigetti Energy $BE Bloom Energy $GEV GE Vernova $FCEL Fuelcell $PLUG PlugPower $VICR Vicor Memory $SNDK Sandisk $MU Micron $STX Seagate $WDC Western Digital $P Everpure $MRAM Everspin Space $RKLB Rocket Lab $ASTS AST SpaceMobile $PL Planet Labs $FLY Firefly Aerospace $GILT Gilat Drones $AVEX Aevex $ONDS Ondas $UMAC Unusual Machines Nuclear $XE X-energy $LEU Centrus Energy $CCJ Cameco $OKLO Oklo $UUUU Energy Fuels AVs & Robotics $TSLA Tesla $AMZN Amazon Batteries $TE T1 Energy $ELVA Electrovaya $FLNC Fluence Energy Never miss the leading stocks again:

There are only 3 companies in the world producing HBM every AI company depends on. Three. That's it. Since this post a year ago: $MU +864.10% SK Hynix +709.18% Samsung Electronics +395.66% Don't overcomplicate it.

Imagine buying the Nasdaq at the absolute peak of the dot-com bubble in March 2000. The worst possible timing. Right before a historic crash. And yet, you‘d still be up 491% today.

The Key Earnings Reports Next Week: 𝗠𝗼𝗻𝗱𝗮𝘆 $CEG Constellation Energy $CRCL Circle $KSPI Kaspi $PPTA Perpetua Resources $RDNT RadNet $MNDY monday .com - $ASTS AST SpaceMobile $FIGR Figure $HIMS Hims & Hers $PLUG Plug Power $RGTI Rigetti Computing $AMTM Amentum 𝗧𝘂𝗲𝘀𝗱𝗮𝘆 $SE Sea Limited $CAMT Camtek $QBTS D-Wave Quantum $ETOR eToro $CDNL Cardinal Infrastructure $SATL Satellogic $JD JD .com - $NXT Nextracker $OKLO Oklo $KRMN Karman $ATRO Astronics $VELO Velo3D 𝗪𝗲𝗱𝗻𝗲𝘀𝗱𝗮𝘆 $BABA Alibaba $NBIS Nebius $TSEM Tower Semiconductor $WYFI WhiteFiber - $USAR USA Rare Earth $POET POET Technologies $NUAI New Era Energy 𝗧𝗵𝘂𝗿𝘀𝗱𝗮𝘆 $ONDS Ondas $NVMI Nova $BLSH Bullish $TE T1 Energy $KLAR Klarna $BTDR Bitdeer - $AMAT Applied Materials $NU Nu $YSS York Space Systems $QUBT Quantum Computing $GEMI Gemini $FIG Figma

One of the best ways to find the next big winner is to track how stocks react to earnings. And this earnings season was insane... Here are some of the biggest 1-day earnings reactions: $INOD Innodata +85.91% $BLZE Backblaze +63.58% $STRL Sterling +52.22% $DOCN DigitalOcean +40.40% $FLNC Fluence +39.90% $FLEX Flex +39.71% $XMTR Xometry +39.18% $SILC Silicom +37.75% $HUT Hut 8 +35.31% $RKLB Rocket Lab +34.32% $AAON AAON +31.49% $DDOG Datadog +31.33% $HIMX Himax +30.01% $SITM SiTime +27.91% $BE Bloom Energy +27.21% When companies surprises to the upside, the market is repricing the company. Everyone raises their price targets. Funds that were underweight now need to buy. Short sellers rush to cover. And all of that buying pressure can push the stock much higher in a very short period of time. Sometimes it is just a one hit wonder and then gives back the entire move a few days later. Because the report was good, but not good enough to change the long-term story. But in other cases, earnings become the start of something much bigger. That is usually when the report confirms that growth is accelerating, demand is expanding, and the company is starting to separate itself from competitors. Institutions begin to realize they may be looking at one of the next major leaders. The stock keeps holding its gains, keeps making new highs, and every small pullback gets bought aggressively. Those are the names worth paying attention to. I track all the best earnings moves here:

$RKLB RocketLab is up +34.22%. It was the perfect setup going into earnings, just as outlined below. Now, RocketLab proved once again why it is one of the very few public space companies with a real chance to compete in the space race alongside SpaceX. - Record-breaking quarter and $2.2 B backlog - Secured a $30 M contract from Anduril - Signed its largest launch agreement to date - Selected alongside Raytheon for the U.S. Space Force’s Space-Based Interceptor program - Acquiring Motiv Space Systems And this is not a winner-takes-all market. The entire space economy is a trillion-dollar market expanding rapidly. Launch demand is exploding as governments, defense agencies, and private companies race to deploy satellites, communications infrastructure, earth observation systems, and eventually even data center infrastructure in orbit. There is more than enough room for multiple major winners. And there's another one setting up right now.

The trillion-dollar space race is taking off today: $RKLB Rocket Lab +25.57% $FLY Firefly Aerospace +21.08% $BKSY BlackSky Technology +18.36% $RDW Redwire Space +16.47% $LUNR Intuitive Machines +15.97% $SATL Satellogic +11.18% $SIDU Sidus Space +11.19% $VOYG Voyager Space +9.33% $SPIR Spire Global +9.70% $PL Planet Labs +8.43% $FJET Starfighter Space +7.52% $YSS York Space Systems +7.34% $SPCE Virgin Galactic +6.59% $ASTS AST SpaceMobile +6.28%

Another huge earnings week is coming up. 𝗠𝗼𝗻𝗱𝗮𝘆 After Hours: $PLTR $FN $BWXT $AEIS $FLY $ADEA $ON 𝗧𝘂𝗲𝘀𝗱𝗮𝘆 Pre-Market: $SHOP $PYPL $ENLT $ETN After Hours: $AMD $ANET $LITE $ALAB $NVTS $NRGV $SU $WOLF 𝗪𝗲𝗱𝗻𝗲𝘀𝗱𝗮𝘆 Pre-Market: $UBER $FLEX $SOLS $NRG $HUT After Hours: $ARM $COHR $UUUU $FSLY $SEZL $AOSL $APP $IONQ $SNAP 𝗧𝗵𝘂𝗿𝘀𝗱𝗮𝘆 Pre-Market: $DAVE $HWM $VST $DDOG $BSKY After Hours: $NET $CRWV $RKLB $IREN $LASR $PDFS $OPEN 𝗙𝗿𝗶𝗱𝗮𝘆 Pre-Market: $WULF $UI Track all the key earnings reports here:

The SpaceX IPO will ignite a trillion-dollar space race. 𝗦𝗽𝗮𝗰𝗲 𝗜𝗻𝗳𝗿𝗮𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲 $RKLB Rocket Lab $SIDU Sidus Space $FLY Firefly Aerospace $RDW Redwire Space $LUNR Intuitive Machines $MDA MDA Space $VOYG Voyager Space $YSS York Space Systems $SPCE Virgin Galactic $FJET Starfighters Space 𝗦𝗮𝘁𝗲𝗹𝗹𝗶𝘁𝗲 𝗖𝗼𝗺𝗺𝘂𝗻𝗶𝗰𝗮𝘁𝗶𝗼𝗻𝘀 $ASTS AST SpaceMobile $GSAT Globalstar $SATS EchoStar $IRDM Iridium Communications $ETL Eutelsat $TSAT Telesat $GILT Gilat Satellite Networks $VSAT Viasat 𝗦𝗽𝗮𝗰𝗲 𝗜𝗺𝗮𝗴𝗶𝗻𝗴 $PL Planet Labs $GSAT Globalstar $SATL Satellogic $BKSY BlackSky Technology $SPIR Spire Global 𝗦𝗽𝗲𝗰𝗶𝗮𝗹𝗶𝘁𝘆 𝗠𝗮𝘁𝗲𝗿𝗶𝗮𝗹𝘀 $CRS Carpenter Technology $MTRN Materion $HXL Hexcel $ATI ATI $GLW Corning $PKE Park Aerospace 𝗔𝗲𝗿𝗼𝘀𝗽𝗮𝗰𝗲 & 𝗗𝗲𝗳𝗲𝗻𝘀𝗲 $RTX RTX Corporation $LMT Lockheed Martin $KTOS Kratos Defense & Security $VOYG Voyager Space $LHX L3Harris Technologies $NOC Northrop Grumman $BA Boeing $AIR Airbus $HO Thales 𝗦𝗽𝗮𝗰𝗲 𝗖𝗼𝗺𝗽𝗼𝗻𝗲𝗻𝘁𝘀 $TDY Teledyne Technologies $APH Amphenol $KRMN Karman Space $RBC RBC Bearings $PH Parker Hannifin $AME AMETEK $GHM Graham $HEI Heico $DCO Ducommun $ATRO Astronics $TDG TransDigm

The High-Bandwidth Memory (HBM) Network 1. HBM Suppliers $MU $HXSCL (SK Hynix) $SSNLF (Samsung) 2. ASIC Designers $AVGO $MRVL Alchip GUC 3. HBM Customers - GPUs: $NVDA $AMD $INTC - Cloud Service Providers: $GOOGL $AMZN $MSFT $META