David Taylor
186 posts


@StockSavvyShay @CeoOndas Which companies do you think will benefit the most? Can you list the top 3?
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The defense tech sector will create a massive amount of market cap in the next 3-5 years.
The simple math below is evidence that the cycle has just started.
Some giant companies will be built around unmanned and autonomous systems.
Shay Boloor@StockSavvyShay
The White House just proposed a $1.5T defense budget with roughly $55B going toward drones and autonomous warfare in 2027 alone. Meanwhile the combined market cap of $ONDS, $AVAV & $KTOS is still only about $28B.
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@TheLongInvest Im up more year to date that you are
Its up 90% from the low, you were telling people to guy at like 40, take some accountability jeez.
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You beat everyone for the next 5 years with this:
US Market:
$ZETA
$UNH
$HIMS
$GOOG & $NVDA (after they correct)
CHINA:
$BABA
$BIDU
$JD
BONDS:
$TLT
EMERGING MARKETS:
$EWZ
$SE
$GRAB
CRYPTO:
$ETH
$BTC
EUROPE:
$ASML
$NVO
DIVIDEND:
$UPS
$PFE
DATA:
$NBIS
$AMD
$DELL
SAAS:
$NOW
$ORCL
BIO:
$TMDX
CONSUMER:
$LULU
$NKE
$ONON
FINTECH:
$SOFI
$NU
DISRUPT:
$OSCR
$HOOD
$ONDS
MOAT:
$ASTS
$ADUR
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@TheRonnieVShow Dudes been wrong on like 90% of his calls, crypto bros are safe.
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$NVO - Model
OpenAi - AI to analyze complex datasets, identify promising new treatments, and shorten the time from research to patient use.
$HIMS - to distribute to patients and lock in with a subscription model
Asia - aggressive sales in expanding middle class market
Technicals - sitting on the 200 Monthly MA
Fundamentals - Net Marin +33% ROE +60%
Dividend - +5%
Verdict: Extremely undervalued
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This is the year to buy SaaS stocks.
I’ve been buying as much $NOW and $ZETA as I can.
My girlfriend has been doing the same with $ADBE.
It reminds me a lot of last year with healthcare.
That’s when I built out most of my $UNH and $OSCR positions.
The opportunity was there… and I took advantage of it.
I think we’re seeing something similar now.
Entire sectors can become undervalued for a period of time.
And when that happens, you don’t overthink it…
You lean in.
Part of investing is patience.
You don’t force opportunities.
You wait for them to come to you…
And when they do, you act.
This feels like one of those moments.
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@MarioNawfal To be honest i dont think you are any of that, i just think your a bit of a bellend who is full of himself.
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BREAKING: $11 TRILLION SCHWAB JUST TOLD 40 MILLION CLIENTS TO ADD #BITCOIN TO THEIR PORTFOLIOS
THEY ARE RECOMMENDING UP TO 8% ALLOCATIONS
THIS IS HUGE 🚀
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