Strategy
@Strategy_Con
Focus on Strategy. London Business School Alumni.
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It's your turn to become a millionaire. Here's the best stocks to buy for 2026 (list is updated daily): 1. NuScale $SMR 2. Oklo $OKLO 3. IREN Limited $IREN 4. Archer Aviation $ACHR 5. Richtech Robotics $RR 6. Plug Power $PLUG 7. Eos Energy $EOSE 8. BigBear AI $BBAI 9. Ondas…
Please remember this as you get older - advice from one of the greatest thinkers of all time
I’ve made generational wealth in 2025 for many, and I’ll do it yet again in 2026. These are the 10 picks you need in your portfolio to succeed this year: 1. $ONDS ~ Autonomous defense, drones, & private networks. 2. $ASTS ~ Building the space based communication layer. 3. $RKLB…
Official suppliers of $NVDA Rubin Photonics — TSMC | $TSM — Browave | TPEX:3163 — Coherent | $COHR — Corning | $GLW — Fabrinet | $FN — Foxconn | HNHPF — Lumentum | $LITE — Sumitomo Electric | $SMTOY Compute — Arm | $ARM Memory — SK hynix | KRX:000660 — Samsung Electronics |…
I buy technological leaders. Here are FOUR technological leaders in rapidly growing industries to watch for 2026... 1. $ZETA - Zeta Global: Marketing Technology - Industry Growth: 19.9% CAGR - Zeta Global Growth: 25.7% YoY Grand View Research expects the MarTech industry to…
15 stocks with a net profit margin above 40% 🇺🇸💉 United Therapeutics $UTHR 40.1% 🇫🇷💰 Amundi $AMUN.PA 41.0% 🇹🇼🏭 TSMC $TSM 43.9% 🇳🇱💹 Adyen $ADYEN 44.9% 🇺🇸🚬 Altria $MO 45.3% 🇺🇸💳 Mastercard $MA 46.0% 🇺🇸🏭 Micron $MU 46.5% 🇸🇪🎰 Evolution $EVO 49.1% 🇺🇸🛡️ Verisin $VRSN 51.3% 🇺🇸💰…
As of today, I have sold all of $RKLB in early $80s and $ASTS in mid $90s in my personal account. Still have both in my 401k and IRA. I added $IREN in early $40s Holding 4000 $NBIS shares In my opinion, both $IREN and $NBIS are more likely to double from here before the EOY,…
HERE ARE THE TOP 15 PERFORMERS OF 2026 1. $OKLO +47% 2. $RDW +44% 3. $NVTS +41% 4. $ONDS +40% 5. $ASTS +34% 6. $EOSE +33% 7. $AMKR +32% 8. $AEHR +30% 9. $OUST +29% 10. $LRCX +28% 11. $OPEN +25% 12. $INTC +23% 13. $OSCR +23% 14. $IREN +22% 15. $RKLB +22% This is just the first…
Gold — the climb toward $4595 continues 📈 Supreme Court rulings… rebalancing sales… premium hikes… all FUD. Central banks are still buying gold. Petrogold is the future of global energy commerce. Tune out the noise 🫡
Gold — still looking pretty okay for $4595 soon, prediction arrows holding up well 👇👇 Despite all the white metals pulling back a bit today, gold staying more or less flat is a good sign for the broader metals complex. Not changing any of my calls unless evidence…
2026 Lists - Top 10 Growth picks with potential to 5X-10X in the long term. This will outperform market by large percentage. 1. $ONDS - National Security, Defense, Aerial Intelligence and connectivity solutions 2. $ZETA - Customer Intelligence and Marketing automation 3. $FLY -…
The government is telling exactly what to INVEST in: AI Data Centers Computing Power Grids Semiconductors AI Networks Optics Cooling and Thermal Defense Robotics and Autonomy Space Energy Storage Cybersecurity Rare Earths Advanced Manufacturing Cryptocurrency Infrastructure…
How not to be average is a must watch speech by Curt Cignetti, Indiana University
30 STOCKS THAT CAN 2X IN 2026 ACCORDING TO GROK: Technology: $NVDA $ONDS $MU $ADBE $AMD $UBER $DELL $MSF $PLTR Communication Services: $NFLX $NBIS $TTD $RDDT Consumer Cyclical: $AMZN $MELI $TSLA $QS Industrials: $RKLB $PL $RDW $ASTS Financial Services: $HOOD $PYPL $NU $COIN…
Our view: the 8 crucial semiconductor players behind the AI infrastructure boom 🤖🚀 1. $ASML | ASML 2. $TSM | TSMC 3. $NVDA | Nvidia 4. $AMD | AMD 5. $AVGO | Broadcom 6. $MU | Micron 7. $SNPS | Synopsys 8. $MRVL | Marvell Which stocks do you think are best positioned? 👇
The current state of the AI bubble. $NVDA has a ~$500B backlog for the next 12 months excluding China, with permits being delivered. $NBIS is turning away customers with next years' compute almost fully booked. $AVGO is sold out across its capacity through FY26. $TSM has to…
My Top Picks for 2026 $BN (Brookfield): While retail chases AI speculators like $IREN and $NBIS, Brookfield is the real data center bet. These are world-class capital allocators operating at scale and planning for massive AI buildouts. Energy will be the chokehold for…
STOP TELLING CHATGPT “ACT AS AN EXPERT STOCK MARKET TRADER”. Bad prompt = Bad result. Use these prompts instead and see the magic:
Elon Musk saying that the next leg of AI scaling won’t come from squeezing more power on Earth but from adding compute through low-cost satellites that plug directly into Starlink. The market is completely mispricing how explosive the space economy is about to get over the next…
THE 5 NAMES YOU NEED TO FOLLOW IN THE SPACE ECONOMY Space is one of my favorite 2026 themes because the real customer base is moving from commercial buyers to fully funded government programs that view this theme as national security infrastructure. It's a once in a lifetime…
Morgan Stanley now projects datacenters needing 72GW of power from 2025 through 2028. Here are 12 stocks I believe will benefit significantly from the AI boom and surging demand: • $VRT | Vertiv • $COHR | Coherent • $NBIS | Nebius • $AAOI | Applied Optoelectronics •…
this professor explains Game Theory so well it makes you want to learn it now.
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