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Number three, NBIS (Nebius). Putting this on the list makes me a bit uncomfortable because it's at all-time highs, but you have to put it on the June buy list because there are too many catalysts. Sa…

Number four, CoreWeave (CRWV). Still well below highs, but I believe June will be a strong month... NVDA reports earnings 3 days from now on May 20 — CRWV will move more than almost any other stock o…

Warsh has been outspoken about his agenda. He wants the Fed to cut rates by at least 100 basis points over the next 12 months. He also says he wants to push real interest rates - i.e., rates net of i…

Uranium Energy Corp (UEC) — once-in-a-lifetime steal. World consumes ~180M lb uranium/yr for reactors but only mines ~140M lb — 40M lb annual shortfall. Trump signed 4 executive orders to quadruple U…

In summary, I think the next six months from now until November will be one of the most extreme periods for the economy, the stock market, and dollar devaluation. ... Already $40B/month of liquidity …

NVTS — I'm still very happy. Base case 2031 target $60. Even at $17 today there's significant upside to $60. Bull case is much more compelling. Their chips are smaller, cheaper, faster, more powerful…

The rational response is to sell dollars and aggressively buy assets - stocks, real estate, gold, commodities, anything that isn't a depreciating IOU. Look back at how the US worked off its post-war …

I believe this stock has 10x potential. Just closed at about $3.73. I believe in the short-term it has upside to $10+. Medium-to-long-term price can reach $15+. Then over the next few years price wil…

Palantir forward P/E from 160x in October to 120x today. Long-term DCA into the Iran-discount window. Conflict resolution will produce 30/40/50% re-rating in beaten-down names.

Nvidia forward P/E from 35x in October to 21x today. Long-term DCA into the Iran-discount window.

Meta forward P/E from 26x in October to 20x today. Discount entirely driven by US-Iran-conflict uncertainty. Conflict will either resolve or coexist. Window closing. DCA buying high-quality companies…

Broadcom forward P/E from 32x in October to 27x today. Long-term DCA into the Iran-discount window.

Amazon forward P/E from 38x in October to 27x today. Long-term DCA into the Iran-discount window.

Apple forward P/E from 31x in October to 29x today. Long-term DCA into the Iran-discount window.

...GLD and SLV are both solid long-term, and prices have come down a bit this year - a good entry point.

First, stay away from direct private-credit equities. Wall Street still has buy ratings on some of these. I learned BofA just upgraded Blue Owl. Given what we know about the default trajectory and gr…

Hard assets make a lot of sense right now. When trillions of dollars of shadow-banking system freezes withdrawals with no clear policy bailout, historically gold and silver are where capital flows. G…

I'm a big believer in gold longterm.

look, it's still a fair chunk below $320. As of right now, it's at about $267. So, that leaves you some upside.

then you might have a massive move to the upside coming sooner or later.

overall, most analysts are agreeing that energy prices and oil specifically are heading up for years to come.

I also I'm really starting to like Duolingo, d u o l. This one, in my opinion, is one of the most obvious buys right now.

Zscaler, ticker symbol ZS. ... most importantly, I believe are actually very good long-term holds.

Strategy number three, buy thematic short-term trades like UCO

MOS, The Mosaic Company. ... I think it's going to be thematic for years as a long-term position

Number four, NuScale Power (SMR). SMR is currently down about 76% from its October high, and I think now is a good time to buy. NuScale is one of the most important companies in the nuclear renaissan…

Number one is IonQ (IONQ). IonQ is now the largest and most important quantum computing company but its stock still doesn't fully reflect the upside. They hold the world record on the most important …

I want to talk about one specific stock that I believe is screaming by before March 16th. Now, this is a stock that tends to do very well every single time oil starts skyrocketing. And I believe hist…

prolonged conflicts with big spending equals inflation, which punishes cash and bonds

Higher oil prices equal higher jet fuel costs which means crushed margins for airlines. This is a direct hit.

Thirdly, defense, energy, and commodities outperform during conflicts.

prolonged conflicts with big spending equals inflation, which punishes cash and bonds, but rewards those that have hard assets and really real assets overall.

this specific company, the specific company being Big Bear AI, is screaming buy in my view.

Okay, number one, Palantir Technologies PLTR. ... Palantir is still well off its all-time highs, well, that's why it's my number one pick today.

Number two is L A S R and light and yes, the ticker symbol is L A S R as in laser. ... the long-term thesis here that directed energy weapons are the future of missile and drone defense doesn't go aw…

when it comes down to US dollars and when it comes to US debt, very very different picture. That's going going much much worse.

I firmly believe that the sell America trade narrative is going to flip very aggressively when it comes down to US stocks.

I believe the sell America wave in the stock market is going to end within the next 45 days.

All of these things are setting up American stocks for a beautiful resurgence.

when it comes down to US dollars and when it comes to US debt, very very different picture. That's going going much much worse.

Microsoft MSFT. Microsoft is the cheapest MAG7 stock by PE ratio right now... the fact that it's down on that makes it all the more more juicy of a position to take.

Western Digital, WDC. This stock is up roughly 51% year-to date... I believe pretty much all of these can go up more

Seagate Technology, ticker symbol STX. This is up approximately 50% year to date... Seagates run is going to be much more likely to have longevity to it

SanDisk SNDK. SNDK is up over 129% year to date... I believe pretty much all of these can go up more

they are going to be absolutely obliterated in the next bare cycle.

Palantir Technologies, PLTR. We've been covering Palantir relentlessly when it was even in the single digits... Once again, Palantir is looking like a great buy. Right now, the stock is down over 35%…

CoreWeave went from essentially zero revenue to $4.3 billion in trailing 12-month revenue, with projections pointing toward well over $10 billion in 2026... The most important company in AI with the …

Money is flowing into small caps, basic materials, industrials, energy, financials, and real assets like gold.

Money is flowing into small caps, basic materials, industrials, energy, financials, and real assets like gold.

The iShare software ETF just had its worst month since 2008. Dropped 15% in January alone and it's looking like it's going to drop a lot more throughout February.

Gold is heading back up over 5,000 an ounce

So this, in my view, is an obvious buying opportunity and will age to be so in my opinion.

you're going to see 2026 be a massive year of volatility. overall massive uptrend

it's going to set some people up for massive gains later on this year.

it's going to set some people up for massive gains later on this year.

If that happens again, even in a smaller, less formal way, very very bearish for the US dollar, which is already collapsing

USAR is up nearly 50% just in the first few weeks of 2026. Why is it still relevant and why is there more upside?... Their Oklahoma facility for processing rare earths and making magnets is scheduled…

if you're looking at this stock, maybe three, four, five months from now, you're going to be like, wow, today's prices were amazing deals.

2026 is going to be a great year for the rare earth segment.

We've been pounding the table on this one, and we're going to continue doing that... Number three, defense budget tailwinds. The government just proposed expanding the defense budget to $1.5 trillion…

current entry price, in my view, looks like it's screaming buy based on both the fundamentals beneath the company itself.

it's very likely that you see at least another couple massive red days and perhaps some bull traps

this is going to be a great buying opportunity

you're probably going to see a big relief rally in hammered sections with massive amounts of supply chain exposure abroad

over the next 5 to 10 years, you could easily see gold hit 12 to $15,000.

Number three, Palanteer. The tier of the Palen PLTR. What do they do? ... why do I believe it's going to do well? But while they're already the company for defense AI right now, they just landed a ma…

Number seven, the big legacy player, Northrup, Grumman, NOC. ... Why it could do well? Well, these programs have to get funded no matter who's president.

Six, Helmet, Aerospace, HWM. ... Why this one could do well? Well, think of them as selling shovels during a gold rush.

Number four, Huntington Industries, HII. What do they do? Well, they're America's biggest warship builder... why this one could do well? Well, Trump wants a massive fleet expansion, dozens of new shi…

in the bull case, we see $759 per share by 2031. In the base case, $463.

Palunteer will surpass a trillion dollars a share by 2031. That would motivate the stock to a price scenario of $453 a share. In the base case... you're looking at $292.

we are looking at $545 in the bullcase scenario, $380 in the base case, and $190 in the bare case by the end of financial year 2031

our bull case for APLD is $181. Our base case is $115

Based on analyst reports that I have seen, you have about 12 to 15 weeks before silver starts really running out in western warehouses. And once that happens, well, oof, the melt-up starts.

it's going to continue to be a great time to hold hard assets like silver and gold.

number one, VST Vistra Corp. ... I think they're going to continue to receive more and more moolok. ... Vistra is actually monetizing the nuclear present.

Number two, SMR New Scale Power. ... I see a long-term value ad opportunity. ... it makes the picture that this is going to be a big winner in the coming years.

number four, SLV, iShares Silver Trust. So, this is an ETF that tracks the spot price of silver. ... All of this is a massive tailwind for hard assets like silver. ... long-term, while they might hav…

Number three, KTOS, Kratos Defense. ... it's hard to argue that this one isn't going to be a major benefactor. ... guiding for 15 to 20% organic growth in 2026 and another 18 to 23% in 2027.

top five stocks that I consider must buys right now in January 2026. These are all going to be stocks that you're going to see people talking about all year. And in many cases, I think these are goin…

avoid longduration bonds. If you're stuck in Treasury bonds, basically lending money to the government at 3 to 4% and real inflation is actually like 8 to 10%. Well, you're not really coming out on t…

We're going to talk about why silver and gold prices are skyrocketing and why their suppression is reversing. And even though the volatility of the last couple weeks has been severe, why overall thes…

We're going to talk about why silver and gold prices are skyrocketing and why their suppression is reversing. And even though the volatility of the last couple weeks has been severe, why overall thes…

There's a lot of reasons to be bullish on this company for 2026. ... Number one, Zeta.

Then mid January, it hits $80 to $85. Exhaustion candle hits, profit taking kicks in, and what happens? It sells off to around $70 support.

Early January, I see SLV pushing towards $85 on China export restriction panic

sends it ripping to $90 through February.

Two buy and hold stocks. Stocks that I believe have massive potential in Q1 of 2026 and throughout 2026. Number two, Nebus NBIS.

Symbotic Inc. Sym... I would say, is a big compounder and you're going to see that blow up in 2026 in my view.

Super micro computer SMCI... If they execute even reasonably on the guidance they've given, multiple expansion alone could double the stock. I think it's going to do a lot more.

UiPath PTH... easiest and most obvious buys if you're somebody that just wants to buy something and hold it for the next 12 to 18 months.

small caps are set to outperform like crazy in 2026

Hims and Hers HMS... HIMS is setting up for a very, very nice 2026.

Salesforce CRM... I think you're going to see this one really, really outperform.

Adobe ADBE... this is a multi-year beautiful winner as AI integrates into every creative workflow.

SMR, which is NewScale Power... they're going to melt up, no pun intended, for years in my view

You have Oklo... they're going to melt up, no pun intended, for years in my view

LEU, which is Centrus Energy... they're going to melt up, no pun intended, for years in my view

I think as well long-term upside. Okay, quick reminder, Charlie, what is the current government portfolio this year? Well, so far this year in terms of direct equity stake, you have Intel with a 10% …

CCJ, Cameco, uranium producer... I understand that a lot of nuclear players are up right now, but they're going to melt up, no pun intended, for years in my view

I'd argue that UiPath is a must buy for 2026

Marvel is another pick and shovels play in the AI infrastructure space and I would argue it's a must buy heading into 2026

Digital Ocean. Very beautiful picks and shovels play. I think it's going to benefit a lot and be a beast in 2026

the meltup that I'm the most excited about is the stock market... valuations can get even more, far more stretched before they actually correct. That's exactly what happened in the dot bubble days.

this is going to be a trend that is going to accelerate in 2026 and 2027, which means that a lot of cash is going to flow into the stock market, into assets, and they're going to melt up.

This means what? It means meltup coming.

Bitcoin is in a beautiful short-term push back right now, which actually makes it a good dip by

this is one that you play to fair value... the resurgence, which I think makes the case for the stock to go up a lot faster than originally anticipated

I believe it has significantly more to run. And you got to make sure that this is a top stock on your radar

I have a hard time believing that Mara isn't going to see substantial appreciation over the next 12 to 18 months

CGNX is in a very beautiful momentum cycle. And if you're somebody that wants to buy set and forget or play the Discord alerted call options that we alerted last week, well, I think that CGNX is a bi…

this is a company that I see hitting a $ 1.54 trillion market cap by 2030, which corresponds to a $958 share price

applied materials, AAT. For whatever reason, a lot of people overlook this stock, but we've been talking about it a lot and it's still screaming buy

UNH United Healthcare, in my opinion, is one of the most obvious buys right now

longer term a lot of upside potential here and there's a lot that this company can work with

BBAI is in the middle of a contract driven momentum cycle... I continue to look for another climb and a bounce past that previous $2.35 high and into the high twos and low threes and beyond in the co…

But if you have any doubt that this stock is going to hit newer and newer higher highs over the coming years, just take 25 minutes

I think AVGO is set to print and looks like a long-term winner

I posted my new price target for Tesla in the Discord earlier today and essentially my personal bullcase projection is that we see this stock at over,200 a share by 2030

I think it's going to realize tons and tons of upside before the end of the year

So, in my bullish scenario here, which the numbers aren't crazy at all, well, in my bullish scenario, you're looking at around a 3x just by the end of 2028

I'm expecting the implied stock price by year end 2028 to be 3580

I think total revenue overall is going to go from 1.477 billion to 6 billion. And the multiple is going to be about 10, which means it's going to put you at $287 about50, which goes from a market cap…

which conservatively motivates the stock price from $28 to $382

that's going to motivate the stock price from $5.13 all the way to $93.30

Folks, in my view, PyPL is a must look at right now. We've liked PayPal for a while, and I've long believed they were going to succeed at their pivot. and this management team that's running them rig…

with Palanteer, this is a specific type of stock where you have to look at the long-term picture. Just like $7 was nothing, well, I believe in the coming years, current prices are going to be an abso…

over the coming weeks, I expect more people to realize the trend this company is on, especially with that WGOI partnership with Novo Nordisk. And I think that's going to drive a lot of growth in Q3 a…

we're going to break down one specific stock that I believe is going to skyrocket over the coming days and weeks

ask yourself if this company does what it has been doing and scales like it has been scaling where will it be in 1 2 3 5 10 years much much higher in my opinion

Number one, URY. URY is the 3x leverage ETF for the Russell 2000. And folks, this is a pure-blooded volatility monster with serious serious upside if you're strategic

number four, the Trade Desk, TTD. The Trade Desk is sitting around $45 and for once, it's finally at a valuation where you can back up the truck and open up the tailgate

Number three, advanced micro devices AMD. This is the dark horse of AI chips. AMD is hovering around $80. And let me tell you, this stock is sneakily one of the best asymmetric bets in the entire sem…

If you're in those, I would lock in profits over the coming weeks and roll them into Uber calls dating out to say August $75 to $80 calls.

I would look at September calls in the 90 strike range for the next dip, and I see this stock going to $100 before it hits $130 or $140.

you could easily see the stock go to 70 to 80 bucks a share realized over the next couple of quarters

the stock momentum is crazy. It just hit new all-time highs and still has a ton of gas left in the tank... I would look at 430 strike calls dating out to the end of the year. Right now is a good time…

after years of underperformance, small caps are set to seriously outperform in 2025

HIMS has tracked well past 30 previously and i believe we will go well above that in the coming months

I believe that the stock is on a path to doubling in the next year... I believe that C3AI can hit well past 50 bucks by this March 21st expiration

as rates get cut, I believe this is going to be something that really skyrockets Upstart's usability... it's set to go much higher

with momentum starting to pick up and likely to pick up into the holiday season and into early next year, well, it's got to be on our list today.

SoundHound investors to look forward to. For starters, the company has shown consistent revenue growth... that means massive appreciation in the stock price potential

Palantir stock is in my opinion, the best growth opportunity of my lifetime

This is a stock for the long haul and one that should be added to long over time.

I believe that you're going to continue to see the stock outpaced because it's essentially like buying the entire race

I believe in the long-term momentum of the stock. And I believe it's worth regular buys.

Alibaba is positioned to be a major beneficiary of the stimulus as spending increases especially in rural areas alibaba's Logistics network is the strongest expect the stock to keep climbing

faet represents a compelling buy for those looking to benefit from the growing demand for advanced manufacturing Solutions

The stock right now is on a very very consistent momentum building uptrend and I'd argue it's poised to continue set uptrend

he believes that small caps are going to outperform large caps in 2025 and so a Russell 2000 Index if we're being fair to Tom Lee's public predictions is also a pretty solid investment

my take is that Mars downtrend right now will get bought up and will further be motivated to be bought up by bitcoin's Resurgence

historical data with what happens after having suggests that it soon will suggests that soon we will head towards new all-time highs

the overall trajectory especially with bitcoin pricing right now is in my opinion upward until well after having

either before having, but probably after. I expect Bitcoin itself to break out into a new all-time high

we made the case for paler to get to $51 by the beginning of 2025

be aware that it will have a big dip cycle eventually but that just means you need to have a tight stop loss that doesn't mean you need to be scared of it it means it's time to ride momentum

Mara is likely going to shoot easily to 40 or even 45

if history is any indication she'll make a new all-time high this year

arm is a killer deal at any price under $100

I think that Mara is easily going to be breaking out into 30, 35 in the coming weeks at this pace.

I wouldn't go so far as to say $500 anytime soon, but $100 in the coming years, certainly a high possibility in my opinion.

I would be shocked if you didn't see at least one new high this week. I'm sure you're going to see a lot of different sell-offs where the stock goes down 50 60 70 percent in a day but i would not be …

the broader market s p 500 it's been flirting little mick flirty on the very very edge with officially breaking into a bear market and odds are strong and does in the next two to three weeks

the overall trend is unfortunately not even halfway done

in totality what i'm thinking of right now is 1749 year-end price target

2023 28.50

in 2024 4139

in 2025 and 52 31 in 2026

this entire week people are going to be able to speculate and media coverage is going to be hot and you're going to get opportunities for pre-anticipatory runs

i believe that maura will be one of the biggest benefactors of that and i think the market is overly discounting that right now

i have a hard time believing if you look out five plus years after we've gotten out of this whole inflation inversion russia fed tightening and overall fear cycle that this doesn't end up being a mas…

given the current trajectory i'd be surprised if it doesn't attempt another breakout in the next couple of weeks

you have a lot of upside you have a lot of short sellers who want this down massively you have a clear catalyst coming up at some point and you have retail watching it heavily those things coming tog…

the fundamentals of palantir have gotten better year over year and 2021 was an excellent year and it's set up to continually do substantially well into 2022 and beyond

do i think right now is a good time to buy upstart yes it's at a very very good price

at a fair value of 15x sales i think you'd be looking at closer to just under 50

my price target on so far is 27 which i set as a healthy middle ground between my estimated 2022 fair value and estimated 2023 fair value

my personal price target on this is 45 that's about the price where i see is the fair value with it trading very very close to that fair value

I would gander it gets very, very close to being north of 30.

I see this as earning a price at $93.75 in the bull case and $67.50 in the bear case.

Well, Elon Musk gives it enough hype in this skit. And if we see some institutional funds start trying to trade off this momentum, you could definitely see this pass $1 very quickly

anyways i've hesitated to put a price target on it and i finally put a price target on it of 300 to me this is one of the last obvious value recovery plays

i think that with workhorse this could be an excellent opportunity and so at these prices workforce is getting into that no-brainer territory

i don't believe that overall the market's going to keep going down forever i think that maybe we have a couple more weeks of some storminess and then you see some picking up

overall neo is one of our long-term plays i've seen you on a much higher valuation

bitcoin should be trading at at least the range it's in right now if not much much higher... i think this is going to go up a long long way

i am very bullish on lucid long term

i'm confident though that they will come out of this as a winner

doesn't matter that when you have a stock that's actually worth a lot more trading at a price that doesn't make sense then eventually the value comes through you just have to be patient

my price target on riot is 95

my price target on lovely mara is 60

i've had a price target of 90 on this guy

numero uno last sunday we talked about workhorse i reiterated my price target to 50... my price target on this one is still 50

I finally made the judgment call to set this at a 55 price target... I see this going to 55 and that's my official price target

jumia is still trading a bit over 100 up since our dip by call out my price target on this one remains 90

clove so my price target on this play is about twenty dollars my price target on this play is twenty dollars

towards the end of january the stock was going to be a huge player

with more legalization both are going to be huge winners

i'd say this is going to cool off another five maybe 10 percent and then we see it bottom out and start recovering

with more legalization both are going to be huge winners

med got beat down on a negative earnings report and poor guidance... this gives us a huge amount of upward potential and wiggle room for a partial correction a partial continued correction but let me…

Expedia a very mainstream stock all of a sudden is upward potential if realized means a lot a lot more because it's a lot safer of a position... we are starting to see some early warning signs and th…

ba has been the gold standard of overreactions for the last 180 days literally buying in at any oversold point and selling out at overbought point and selling out at overbought would have made a prof…

Zillow appears to be forming a comeback pattern long term where it irrationally discounts to oversold and then goes to overbought allowing us to buy in at oversold entry points

I still believe in AMD swing trade capabilities... then benefit from the long term elevating factor which is that long-term consistent uptrend

when the sp500 goes down instead of wallowing in misery it is time to multiply and short those movements now SP excess provides some clean price action

AKA our leveraged gold ETF runs up massively when the market gets beat down... gold has been a poor long-term investment it makes for quite a fun trade now Genoa also has a pattern of providing reall…

with AMD a long-term winner we have just found ourselves way below fair value and with Andy we do have what seems to be the start of a push back

now Crone is not a hard one to make an argument for we have a decent amount of upward potential from fifteen seventy eight to twenty five one

we are now at overbought and if previous history does repeat itself we should be seeing it turned back to oversold whereas we can take a position but we can also elect to profit off the downturn by e…

its inverse strip is now providing some beautiful price action over our long term SMA line... we are now seeing some strong directional strength

Zillow is oversold in the long run and I believe that we will see some more upside perhaps this week... Monkey level of support is at $39

Mr VL is setting up nicely for a discounted swing position... analysts are pointing at an average level of $26 so we'll set the multi line of support there

gush... barring a continued market downtrend our comeback Queen pattern of over buying and over selling should continue in the following weeks

Tesla... I am holding my resolve that even at partial recovery price at 2:55 we will see some more upside

gush... is now making a reach back towards resistance... it has the come back King pattern of going from oversold to overbought again and again

e o LS... it has a massive amount of upward potential all the way up to 39 50