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📌 PINNED | My 2026 Growth Portfolio Picked in December. 5 names. 5 months in. Here’s where the thesis stands. 1. $PLTR | Palantir ( in my portfolio 💼) → Q1 2026: +85% revenue YoY, fastest growth in company history. → U.S. commercial +133% YoY → Full-year guidance raised to 71% growth → Rule of 40: 145% Stock pulled back from ATH. Business hasn’t. Conviction unchanged. ✅ 2. $NBIS | Nebius Group ( in my portfolio 💼) → Q1 2026: +684% revenue YoY to $399M → 45% adjusted EBITDA margin → $27B Meta deal · $2B NVIDIA partnership → $33.6B remaining performance obligations The AI infrastructure picks-and-shovels play most hadn’t heard of in December. Now they have. ✅ 3. $APP | AppLovin ( in my portfolio 💼) → Q1 2026: +59% revenue YoY to $1.84B → Net income +109% YoY → 85% adjusted EBITDA margin · $1.29B free cash flow → Axon platform public launch: June 2026 When the math looks like this, the thesis speaks for itself. ✅ 4. $RKLB | Rocket Lab ( in my portfolio 💼) → Q1 2026: record $200.3M revenue (+63.5% YoY) → Record $2.2B backlog (+108% YoY) → 31 new launch contracts in Q1 — more than all of 2025 → Q2 guidance: $225M–$240M Space is infrastructure now. $RKLB is executing like it. ✅ 5. $IREN | Iren Limited ( in my portfolio 💼) → $3.4B NVIDIA AI cloud contract secured → $3B convertible raise to fund full-scale buildout → AI cloud revenue +94% QoQ → 52-week low: $8. Trading $52+ The Bitcoin miner → AI cloud pivot thesis. Called it in December. Playing out in real time. ✅ H2 2026 still has major catalysts across all 5. Staying patient. Staying invested. NFA. DYOR.

🚨 Bitcoin vs. Gold, which actually wins? Blockstream Co-founder & CEO Adam Back makes the case for BTC sharing gold’s core fundamentals, scarcity, durability, store of value. Is BTC the new gold standard? Drop your thoughts. 👇

🚨 BREAKING: SEC JUST APPROVED $BTC INDEX OPTIONS ON NASDAQ 🇺🇸 Wall Street now has direct, regulated access to Bitcoin through U.S. equity markets, this is NOT a drill. 📌 What this means: • 📈 Cash settled BTC index options now tradeable on Nasdaq. • 🏦 Institutional traders get a new, structured way to hedge or gain BTC exposure, no need to hold spot. • 🔥 Goes beyond ETF options, this is pure index-level derivatives access. • 💧 Massive liquidity unlock for the entire crypto market. This is Bitcoin’s deepest integration into traditional finance to date. Every time Wall Street gets a new on-ramp, the asset matures. We just got a highway. #Bitcoin #BTC #Crypto #Nasdaq

🏛️ History just happened. 🇺🇸 Kevin Warsh is officially the new Federal Reserve Chair, sworn in TODAY at the White House, replacing Jerome Powell. Here’s why crypto holders are paying attention: 🟢 Called $BTC “the new gold for anyone under 40” 🟢 Anti-CBDC — opposes a Central Bank Digital Currency. 🟢 Personally holds exposure to 12+ blockchain protocols. 🟡 First policy meeting June 16–17 inflation at 3.8% makes rate cuts tough. Most crypto-fluent Fed Chair in history just took the seat. 👇 #Fed #Bitcoin #KevinWarsh #Crypt

🚨 $NEAR is up +79% YTD and today it’s running again. Here’s why this move has legs: 🤖 AI Layer — NEAR is positioning as the AI native execution layer for autonomous on-chain agents. ⚡ Dynamic Resharding — June upgrade auto-scales to 70+ shards, higher throughput than Visa. 🔐 Post-Quantum Signing — first L1 adding NIST-standard quantum-safe cryptography. 🌉 35+ Chain Integration — NEAR Intents bridges Solana, TON & 35+ chains. 📉 Inflation slashed — 5% → 2.5% annually, approved late 2025 💥 $5.8M in shorts liquidated today. Price: ~$2.19 and climbing. Fundamentals + narrative + technicals all aligned. This is why it’s in my portfolio. Are you holding $NEAR or still on the sidelines? 👇 ⚠️ I hold $NEAR. NFA | DYOR. #NEAR #Crypto #AIcrypto #Altseason

🚨 THE CHIP SECTOR IS ON FIRE RIGHT NOW 🚨 Here’s what we know: 🟢 $AMD — Q1 rev of $10.3B (+38% YoY). Data Center revenue $5.8B (+57% YoY). Both crushed estimates. 🟢 $INTC — Q1 rev of $13.6B, demolished estimates. EPS of $0.29 vs. $0.01 expected. Best single-day move since 1987. 🔑 The shift — AI workloads moving from GPU heavy pretraining to CPU heavy agentic inference. That’s Intel & AMD’s lane. 📈 $NVDA also climbing on the wave, AI infrastructure buying is broad today. ⚠️ Both names ran hard on earnings. Today’s move is continuation. Watch for profit taking into the close. Are you adding $AMD or $INTC here, or watching from the sidelines? Drop your thesis 👇 Q1 2026 Earnings Reports. #AMD #INTC #Semiconductors #AI

Hey nobody needs to “ disrupt “ them in the classic sense. The risk isn’t a new competitor stealing their customers overnight, it’s margin compression and growth deceleration as AI agents replace the workflows that justify $50K - $500K annual contracts You see. Why pay for a full HCM suite when an AI agent handles recruiting, payroll exceptions & compliance in a fraction of the time with a fraction of the seats? The disruptor isn’t a company. It’s the cost per outcome model replacing the seat based model. Workday is actually ahead of this, “Chapter 4” + $400M AI ARR shows they see it too. The ones that don’t adapt fast enough? Well that’s where the real risk lives.

@InvestAlphaPro who is going to disrupt them? seriously. give me a name.

🚨 $WDAY EARNINGS DROP — Q1 FY2027 🚨 Workday just reported & the stock is up, 9.5% after hours. Here’s the breakdown 👇 💰 Revenue: $2.542B (+13.5% YoY) — BEAT $2.52B est. 📦 Subscription Rev: $2.354B (+14.3% YoY) — BEAT est. 📈 Non-GAAP EPS: $2.66 vs. $2.52 est. — BEAT ✅ 🧾 GAAP Op. Income: $338M (13.3% margin) vs. $39M a year ago 📊 Non-GAAP Op. Margin: 31.8% vs. 30.2% last year 💵 Free Cash Flow: $616M vs. $421M YoY 🔁 12-Mo Sub Backlog: $8.806B (+15.5% YoY) 📋 Total Sub Backlog: $27.294B (+10.9% YoY) 🔄 Buybacks: 12M shares repurchased for $1.6B 🔭 FY2027 GUIDANCE: ▪️ Sub Revenue: $9.925B–$9.950B (12–13% growth) — REITERATED ▪️ Non-GAAP Op. Margin raised to 30.5% ⬆️ ▪️ Free Cash Flow target: $3.18B (+15%) 🧠 The Story: Co founder Aneel Bhusri is back as CEO pushing “Chapter 4”, agentic AI baked into HR & finance workflows. Over $400M in ARR already from AI products. This ain’t just a software company anymore. Beats across the board + margin expansion + AI revenue building = the market noticed 👀 #WDAY #Workday #Earnings #TechStocks

Fair pushback, nobody’s saying legacy SaaS is dead overnight. But the “Saaspocalypse” narrative isn’t just a short thesis, it’s a real question the market is asking: can these platforms grow into AI era multiples? $CRM spending $300M on Claude Code to maintain a 25 year old codebase is actually the argument for disruption risk, not against it 👀 $WDAY’s response? Build AI native into the product and already stack $400M+ ARR from it. That’s the playbook that matters. Shorts getting squeezed? Maybe. But the real story is who survives the transition, not who’s buying back stock today. Stay focused on execution.

The Saaspocalyose is a sham HF short story. Benioff said $CRM is improving faster than ever with thousands of engineers empowered by $300 million annual spend on Claude code. that is to improve a $46 BILLION ARR software that has been written over the last 25 years with input from the largest companies in the world He also said he hasn’t seen any evidence of slowdown and they are buying their stock massively The idiocy and retardation and complete foolishness of people spreading rumors is ridiculous $CRM and $NOW shorts are going to get their face RIPPED o

📹 $ZM JUST DROPPED Q1 FY2027 EARNINGS, AND IT’S A BEAT 🟢 Zoom came in hotter than expected. Here’s the breakdown: 💰 Revenue: $1.239B, 5.5% YoY, beat guidance high end. 🏢 Enterprise Rev: $755.7M — 7.2% YoY 💻 Non-GAAP EPS: $1.55 — beat est. of $1.42 ✅ 📊 GAAP EPS: $1.42 vs $0.81 same qtr last year (+75% YoY!) 📈 Non-GAAP Op. Margin: 41.1% — 130 bps YoY 🤖 AI Companion paid users: 184% YoY 👀 💵 Free Cash Flow: $500.5M up from $463.4M YoY 🏦 Cash on hand: $7.7B Enterprise customers >$100K: 4,534 - 8.2% YoY Net Dollar Expansion Rate: 99% (up from 98%) Q2 FY27 Guide: ▸ Rev: $1.265B–$1.270B ▸ Non-GAAP EPS: $1.45–$1.47 FY27 Full Year Guide: ▸ Rev: $5.08B–$5.09B ▸ Non-GAAP EPS: $5.96–$6.00 ▸ Free Cash Flow: $1.70B–$1.74B BONUS: Board just authorized an additional $1.0B share buyback on top of the $625M already remaining. Total buyback firepower = $1.625B 💪 The AI pivot is showing up in the numbers. “My Notes” hit 1.5M licensed users in just 4 months. $ZM is no longer just a video call app, it’s building an AI first work platform. $ZM #Earnings #ZoomVideo #AIStocks

🚨 $ROST JUST WENT OFF 🚨 Ross Stores Q1 FY2026 earnings are IN, and they didn’t just beat… they demolished. 💥 EPS: $2.02 vs. $1.60–$1.67 guidance (+37% YoY) 📦 Revenue: $6.0B vs. $5.54B est. (+21% YoY) 🛍️ Comp Store Sales: +17% vs. +7–8% guidance 📊 Operating Margin: 13.4% vs. 11.8–12.1% plan 💰 Net Income: $650M vs. $479M last year 🔼 GUIDANCE RAISED: ▪️ FY26 EPS now $7.50–$7.74 (was $7.02–$7.36) ▪️ Q2 EPS guided $1.85–$1.93 (+19–24% YoY) ▪️ FY26 Comp Sales raised to +6–7% ▪️ $1.275B buyback on track for FY26 🧾 Traffic was the star, shoppers are flocking to off-price. Tax refund tailwinds + better merch assortments + marketing upgrades all firing at once. Off-price retail is not slowing down. $ROST is making that crystal clear. #ROST #Earnings #RetailStocks #OffPrice

🎮 $TTWO EARNINGS DROP – GTA VI LAUNCH CONFIRMED NOV. 19 🚨 Take-Two just closed FY2026 on a high, and the real game hasn’t even started yet. 📊 Q4 FY26 Highlights: • Net Bookings: $1.58B ✅ (above guidance range) • GAAP Revenue: $1.68B (+6% YoY) • GAAP EPS: -$0.32/share (vs. -$21.08 last year, massive improvement) • Recurrent Consumer Spending: +12% YoY, 81% of total revenue • Top earners: NBA 2K26, GTA Online/V, Toon Blast, Match Factory!, RDR2 📅 Full Year FY26: • Net Bookings $6.72B — up 19% YoY 🔥 • GAAP Revenue $6.66B — up 18% YoY 🔭 FY27 Outlook (Initial): • Net Bookings guidance: $8.0B – $8.2B 📈 • Management targeting new record operating performance • GTA VI launches November 19, 2026 👀💥 The pre-GTA VI era is officially OVER. Everything from here is a different company. Are you holding $TTWO into the GTA VI launch? Drop your thoughts 👇 #TTWO #GTA6 #Earnings #GamingStocks

🚨 $AMD just got confirmed as an $AMKR packaging partner, and this is bigger than it sounds. Chip packaging is quietly becoming one of the biggest AI bottlenecks, and $AMKR is positioning itself at the center of it. Here’s what we know: 🔵 Partner confirmed — $AMKR CEO Kevin Engel confirmed to Reuters the company is actively working with $AMD on advanced chip packaging. 🏗️ Arizona expansion — $AMKR secured 67 additional acres next to its existing 104-acre AZ site, with production targeted for 2028. 📈 Revenue target — $AMKR Investor Day today laid out $11B+ in revenue by 2030 (up from $6.7B in 2025). 🤝 Power roster — $AMKR’s AZ facility already counts $NVDA and $AAPL as anchor customers, $AMD now joins that list. ⚙️ Moving up the value chain, $AMKR is shifting from standard packaging into advanced formats, including a TSMC tech partnership for joint customers. 💡 As AI chips grow more complex, packaging is no longer a commodity, it’s a moat. $AMKR is building one on US soil. Are you watching $AMKR? Drop your thoughts below 👇

🚨 Breaking: Anthropic & Microsoft in AI Chip Talks Anthropic is in early stage negotiations to rent Azure servers powered by Microsoft’s proprietary Maia 200 AI chip, giving Claude models additional compute capacity beyond its core AWS partnership. Key context: 🔹 No deal signed yet, talks are still preliminary 🔹 Microsoft Maia 200 was announced in Jan 2026, not yet widely available to cloud customers 🔹 $MSFT popped 2% on the news today 🔹 Anthropic already has a $30B Azure compute commitment + a 10-yr AWS Trainium deal, this adds another layer For $MSFT, a deal with Anthropic would be a credibility win for the Maia platform as it tries to compete with Google TPUs and Amazon Trainium chips.

🚨 +400% in one year. +15% TODAY. $NBIS isn’t slowing down. We added this to our 2026 growth portfolio when nobody was talking about it. Now everybody’s watching. Here’s what just changed: 💥 Q1 Revenue: $51M → $399M — 684% YoY. ✅ Swung to profitability, this is no longer a story stock. ⚡ $2.6B Bloom Energy deal, locking in 250MW of guaranteed AI data center power. 🤝 NVIDIA-backed full-stack AI cloud infrastructure The market is re-rating $NBIS in real time, and today’s +15% move is just the latest confirmation. AI infrastructure isn’t coming. It’s here. And $NBIS is building it. 💼 I hold $NBIS. NBIS | DYOR. #NBIS #AIInfrastructure #GrowthStocks #StockMarket

🟠 Michael Saylor on CNBC, and he’s not holding back. Bitcoin spring is loading. Digital credit is generating real yield. And Strategy is quietly engineering the most powerful BTC accumulation flywheel in the market. From macro tailwinds to converting BTC gains into tax-advantaged 11.5% yield instruments, this is a must watch. Full interview below. Don’t skip the end. 🔥

🚀 NVIDIA just dropped another jaw, dropping quarter and Jensen Huang says we’re still only in the second inning of the AI explosion. Agentic AI is here. Compute = profit. The buildout is historic. Watch the man himself break it down 👇

🛒 $WMT just dropped Q1 FY27 earnings. Here’s the breakdown 👇 💚 EPS: $0.61 BEAT est. $0.58 (+5.7%) 🔴 Revenue: $163.98B slight miss vs. $164.43B est. 🌐 eCommerce: +22% globally 📣 Advertising: +50% (VIZIO paying off) 💳 Membership income: +14.8% Margin expansion is the real story. Advertising + membership are becoming Walmart’s profit engine, this isn’t just a grocery store anymore. FY27 Guidance: 📊 Sales: +3.5–4.5% | Op. income: +6–8% | EPS: $2.75–$2.85 Consumer is under pressure but still showing up at Walmart. That’s your macro read for the week. #WMT #Walmart #Earnings #RetailStocks