Investor focused on growth, technology, and long-term market trends. Sharing ideas, charts, and perspectives along the way.
Joined September 2009
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David Banks retweeted
Wall Street may be changing how it values AI infrastructure.
🟢 $ORCL: Scale, enterprise customers, cloud infrastructure.
🔴 $NBIS: Rapid expansion, heavy capital spending, and execution risks.
The market is starting to care about more than AI demand.
Who can turn billions in infrastructure spending into real profits?
Wall Street may be changing how it values AI infrastructure.
🟢 $ORCL: Scale, enterprise customers, cloud infrastructure.
🔴 $NBIS: Rapid expansion, heavy capital spending, and execution risks.
The market is starting to care about more than AI demand.
Who can turn billions in infrastructure spending into real profits?
David Banks retweeted
The BIG opportunity in AI may extend far beyond $NVDA. As NVIDIA scales, the companies powering its ecosystem could benefit too: $TSM, $MU, $AVGO, $VRT, and $ANET. These are the names I’m watching closely for the next wave of AI infrastructure growth.
If you're investing for the next 3–5 years, pay attention to this.
Jensen Huang basically says the BIG opportunity isn't just buying NVIDIA — it's owning the companies supplying the AI bottlenecks behind its GPUs.
Here are 5 NVIDIA-related stocks with potential for 10x growth：
1) $TSM
David Banks retweeted
If you're investing for the next 3–5 years, pay attention to this.
Jensen Huang basically says the BIG opportunity isn't just buying NVIDIA — it's owning the companies supplying the AI bottlenecks behind its GPUs.
Here are 5 NVIDIA-related stocks with potential for 10x growth：
1) $TSM
The BIG opportunity in AI may extend far beyond $NVDA. As NVIDIA scales, the companies powering its ecosystem could benefit too: $TSM, $MU, $AVGO, $VRT, and $ANET. These are the names I’m watching closely for the next wave of AI infrastructure growth.
If you're investing for the next 3–5 years, pay attention to this.
Jensen Huang basically says the BIG opportunity isn't just buying NVIDIA — it's owning the companies supplying the AI bottlenecks behind its GPUs.
Here are 5 NVIDIA-related stocks with potential for 10x growth：
1) $TSM
David Banks retweeted
If you fucking think AI is a bubble, then you can leave.
I don’t care what your portfolio looks like, whether you’ve invested $1,000, $10,000, or even $10,000,000.
These 5 stocks are the ones that can outperform the entire market before Christmas:
1. $NBIS
If humanoid robots become a major industry over the next decade, today’s infrastructure providers could play an important role. $NVDA, $TSLA, $RRX, and $TKR offer different angles on that theme. @soulehoward1 consistently brings valuable market insights.
Elon Musk predicts there could be 1 billion humanoid robots worldwide within the next decade.
If you’re already 31, your portfolio should have exposure to at least two of these five stocks.
I’m only going to say this ONCE:
1. （ $TSLA
David Banks retweeted
Read this before the next market crash. The biggest fortunes are often built when everyone else is too scared to buy.
I'm only going to say this TWICE.
8 stocks I’m watching for the next wave of wealth creation into 2027:
1. Nebius ~ $NBIS
David Banks retweeted
The stocks I’m watching for wealth-building opportunities into 2027 👇
❌ $PLTR — Not buying here
❌ $SNDK — Waiting for a better setup
👀 $INTC — Watching near $80
🎯 $TSLA — Watching near $370
🚀 $ONDS — Watching near $6
🔥 $NBIS — Watching near $160
🛰️ $TSM — Watching near $415
📊 $META — Watching near $670
💾 $MU — Watching near $868
These are watch levels, not guaranteed entry points. Price, catalysts, valuation, and risk all matter.
I share my research for free because I believe better information leads to better decisions.
Want my full setups, key support/resistance levels, and upcoming catalysts?
Comment “YES” and I’ll share access to my free stock research group.
Follow me for more market insights.
📈 A watchlist is a starting point. Understanding the setup is what matters.
My partners and I built a free stock discussion community where we break down active stocks, market trends, and the key levels worth watching. Inside, we share:
• Daily watchlists and market updates
• Stock research and technical analysis
• Support, resistance, and potential setups
• Trading plans with clear risk considerations It’s a place to compare notes, ask questions, and learn alongside other investors.
Free to join. No hidden fees. No pressure. Interested? Comment “Yes” below and I’ll send you an invite. 📷 #Stocks #StockMarket #Trading
David Banks retweeted
🚨 10 AI & Tech Stocks I’m Watching Next Week.
I’m breaking down the key support levels, resistance zones, and potential breakout setups for all 10 names:
1. $NVDA — AI chip leadership & key resistance
📈 A watchlist is a starting point. Understanding the setup is what matters.
My partners and I built a free stock discussion community where we break down active stocks, market trends, and the key levels worth watching. Inside, we share:
• Daily watchlists and market updates
• Stock research and technical analysis
• Support, resistance, and potential setups
• Trading plans with clear risk considerations It’s a place to compare notes, ask questions, and learn alongside other investors.
Free to join. No hidden fees. No pressure. Interested? Comment “Yes” below and I’ll send you an invite. 📷 #Stocks #StockMarket #Trading
🔥 THE BIGGEST DIP ISN'T ALWAYS THE BEST OPPORTUNITY.
AI stocks are under pressure, but fundamentals matter more than the size of the drop.
My watchlist:
$NVDA — AI chip demand
$MU — Memory market
$CRWV — Financing and cash flow
$NBIS — AI cloud growth
$AMD — Competitive momentum
I'm watching earnings expectations, volume, and key support levels before making a move.
Which AI stock looks most attractive after this selloff?
#AI #Semiconductors #Investing
The 800 MHz spectrum agreement could expand Starlink Mobile’s reach. $SPCX is green today, but the early bounce has faded.
I like the opportunity. FCC approval and execution still have to follow.
How much of the mobile business is already priced in?
The next move in $TSLA will depend on more than deliveries.
Q3 deliveries beat expectations at 486,532 vehicles, but declined roughly 2.1% year over year.
That distinction matters.
Above $382, momentum could strengthen.
Below $370, downside risk increases.
My focus is shifting toward margins, free cash flow, and the economics behind Tesla's AI investments.
Strong deliveries are encouraging. Sustainable profitability matters more.
#TSLA #Investing
$TSLA just gave the market something bulls needed:
Q3 deliveries beat expectations.
But I think the reaction tells us something even more important.
$IREN$IREN $IREN is back near $40.
That’s the interesting part.
The stock has pulled back hard from its 2026 highs, while the company is simultaneously transforming from a Bitcoin miner into an AI infrastructure player.
$39–40 = watch zone.
$44 = momentum test.
Above that, the market may start focusing on the AI growth story again.
$IREN $NVDA
David Banks retweeted
🚨 Once in a Decade Entry Point
Buying these right now feels like getting in early on future mega caps before the market fully wakes up:
Buying $NBIS now = buying $MSFT before AI became mainstream
Buying $IREN now = buying $AMZN before cloud became massive
Buying $AAOI now = buying $NVDA before AI infrastructure exploded
Buying $ONDS now = buying $PLTR before autonomous intelligence became a major theme
Buying $AXTI now = buying $AVGO before semiconductor infrastructure became essential
Buying $AMPX now = buying $TSLA before energy storage became a major market
Buying $OSS now = buying $NVDA before edge AI became a major opportunity
Buying $MRVL now = buying $AVGO before AI networking became critical
Buying $MU now = buying $NVDA before memory became one of the biggest AI bottlenecks
Buying $RKLB now = buying $TSLA before space infrastructure became a major investment theme
Have extreme patience.
The biggest opportunities are often found before the story becomes obvious to everyone.
Have extreme patience.
The compounding in these sectors could be absolutely massive.
These are the next-generation leaders in the making.
Bookmark this post, follow closely, and come back in a few years to see which ones became the next mega caps.
#AI #AIStocks #Technology #Semiconductors #Stocks #Investing
🚀 $RKLB — $75 IS THE NEXT TEST
$RKLB is back above $72 as investors refocus on Rocket Lab's growing launch business, record backlog and the Neutron program.
🟢 $70-$71 — Support
🔵 $74-$75 — Key resistance
🔥 $80-$82 — Next breakout zone
The bigger story:
💰 Q2 revenue: $234M
📈 +62% YoY
🛰️ Backlog: $2.36B
🚀 Neutron: Q4 pad target
🌎 Iridium acquisition: pending
But the key risk is execution.
Neutron still needs to clear critical qualification tests, while the Iridium deal adds both recurring revenue potential and dilution.
My framework:
Launch → Space Systems → Neutron → Iridium → Revenue → Cash Flow → Valuation
#RKLB #RocketLab #SpaceStocks #Neutron #Aerospace #Defense #Stocks
💰 $LFCR — THIS MOVE IS ABOUT THE DEAL
Lifecore jumped after Webster Equity Partners agreed to acquire the company in a transaction valued at roughly $380M.
This is no longer a typical growth-stock setup.
Watch the deal price, closing conditions, shareholder value and transaction risk.
#LFCR #Mergers #MNA #Stocks #Investing