InvestmentIQ

Hypothetical: $AMZN drops 10% after earnings. Are you loading up or letting it pass? 👀

I went back through the $GOOGL earnings call. The sell-off looks emotional on the surface, but the market is reacting to two real things: Search revenue growth slowed to 12% and free cash flow stayed negative from heavy AI spending. That said, the underlying business is an absolute machine right now: 1. Search queries are growing at the fastest rate in 5 years. AI Mode queries are ~3x longer. 2. Google Cloud grew 103% YoY. Demand is literally outpacing capacity. 3. Gemini hit 1B users - the fastest-growing product in Google’s history. 4. Internally, Argon is helping engineers ship 35% more code with 30% fewer errors. Alphabet is now at a $500B annual revenue run rate. You can panic over near-term cash burn and Search monetization, or you can look at a cash-generating monopoly trading at a discount while it builds the next layer of the internet. I know which one I'm focused on.

$GOOGL - “The mega-cap everyone was chasing at $404” - down 22% from the highs. $318 with target $700 by 2028 Isn’t this a generational opportunity?

Just sold another 10 shares of $WMT and rotated straight into $GOOG ahead of earnings - NFA

$SOFI reports before the open. The chart looks fragile. The business tells a different story. Lose rising support, and $10–12 could come into play. But look at the fundamentals: • CEO Noto bought ~$2.25M in shares this year around $17 • Revenue guidance raised despite headwinds • Members +35%, products +42% • 87% non-lending • 19 straight quarters meeting the Rule of 40 Either the market sees something the bulls don’t, or it’s missing the bigger picture. Which side wins after earnings?

$META and $GOOGL are both facing pressure on free cash flow due to heavy AI spending. If you had to choose just one at its current stock price, which would you buy and why?

The biggest lie keeping small accounts small: "Diversify and play it safe." Diversification protects wealth. Concentration builds it. I just cut defense and concentrated heavily into $META . Weekend poll: What's your #1 conviction holding right now? 👇

Just sold $WMT (+12%) to buy $META (-17% from recent high). Sounds backwards? This is exactly when you rotate OUT of safety and INTO opportunity. $META at $648 vs $795 ATH = 19% discount on a cash machine. Here's why this could 2X while others hide in dividends👇

Consensus is dead wrong on $NBIS CEO Arkady Volozh just laid out why: • 1+ GW compute deployed yearly • Data centers to custom racks (dirt up) • Software to agentic inference Renting GPUs is a commodity. Owning the stack is the moat. Future AI giant or hype trade? 👇

Wall Street sees $1,000 for $META Under $700. That's 42% upside to that target. Earnings are approaching. What's your move? 1️⃣ Adding before earnings 2️⃣ Holding my shares 3️⃣ Staying on the sidelines Where do you stand? 👇

$2000 to deploy at the open. I already hold $META. Do I double down on Zuck’s ad machine, or initiate $NFLX for the streaming monopoly? One ticker only. What are you buying? 👇

$AAOI "The asymmetric AI optics darling everyone was chasing at $230" - down 66% from the highs. $79 with target $300 by 2028 Isn't this the ultimate risk/reward opportunity?

🚨 MY BIDS ARE SET. I’M NOT CHASING. I’ve got cash ready and a few levels I’m watching. Let the panic sellers sell. I don’t need to catch the bottom. I need a plan. Here’s where I’m looking 👇

A flash crash separates the tourists from the compounders real quick. Panic selling in tech provided the liquidity. Now you have $10,000 cash to deploy Monday morning. ONE stock. No selling until 2030 Which stock looks like the best opportunity after this sell-off? 👇

Most people are still pricing $AVGO like a traditional semiconductor stock. That is a massive category error. A $1,000 target by 2028 sounds aggressive until you actually look under the hood. The trifecta: 1) Custom silicon for $GOOG, $META and the biggest AI buyers - AI semi revenue already hit $16.7B in one quarter (+221% YoY) and management is guiding toward ~$230B by FY2028. 2) The switches literally required to build the clusters - Broadcom owns ~70%+ of merchant data-center switch silicon (Tomahawk/Jericho). 3) VMware turning it into a high-margin enterprise software machine - ~93% gross margins and the subscription transition is largely done. Ignore the daily price action. Management is targeting >$30 EPS in FY2028. Do the math. See you in 2028.

$AVGO - “The mega-cap everyone was chasing at $480” - down 32% from the highs. $340 with target $1000 by 2028 Isn’t this a generational opportunity?

$NBIS FinX's absolute hottest AI runner - down 45% from the highs. $166 with target $800 by 2028 Isn’t this a generational opportunity?

If you could buy only one right now, which would it be? $AVGO or $NBIS