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@SMVCapital

Interested in Tech and Finance. Posting about my research in the companies I invest. Don't buy what I am buying. Do your research. NFA.

Katılım Nisan 2012
709 Takip Edilen707 Takipçiler
Elon Musk
Elon Musk@elonmusk·
Cybercab driving itself out of the GigaTexas factory
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Kaushik
Kaushik@WisemanCap·
$NVDA continued weakness doesn’t make sense
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Bourbon Capital
Bourbon Capital@BourbonCap·
Gavin Baker: $AMZN Trainium is super underestimated right now A Few months ago nobody cared about Amazon's chips, but now more and more people are talking about it
Bourbon Capital@BourbonCap

5 Stocks with Strong upside potential $MSFT - Microsoft Corporation Microsoft controls one of the most powerful ecosystems in enterprise technology, deeply embedded within corporate workflows and infrastructure. This creates exceptionally high switching costs, strong customer lock-in, and one of the most durable competitive moats in the software industry. Azure remains one of the global leaders in cloud computing and is rapidly evolving into a comprehensive AI infrastructure platform. By 2026, Azure is expected to represent more than 26% of Microsoft’s total revenue. Total cloud revenue reached $54.5 billion (+29% YoY), while AI-related ARR climbed to $37 billion (+123% YoY). More than 300 customers are now on track to process over 1 trillion AI tokens annually, and more than 10,000 customers are using multiple AI models within Microsoft’s ecosystem. Microsoft has also become the first large-scale enterprise platform to integrate AI copilots and autonomous agents across its productivity suite. The company now has approximately 20+ million paid Copilot seats, representing the fastest growth since launch, with seat growth accelerating +250% YoY. Large enterprise adoption continues to accelerate. Accenture alone surpassed 740,000 Copilot seats and nearly 90% of Fortune 500 companies are using Copilot Studio agents. This positions Microsoft at the forefront of the emerging agentic AI enterprise workflow market. Its data and analytics ecosystem are also expanding rapidly, with Fabric customers reaching 35,000 (+60% YoY) and more than 15,000 customers using both Foundry and Fabric together. This vertically integrated stack (from chips and infrastructure to cloud and applications) creates a powerful competitive moat that few companies can replicate. Across Microsoft’s segments, Productivity & Business Processes grew +17%, Intelligent Cloud +30%, Azure +40%, and Dynamics 365 +22%. These remain the primary growth drivers supporting Microsoft’s expansion despite one of the company’s largest investment cycles in history. Microsoft remains one of the highest-quality compounders in the market, with a clear path toward becoming the operating system of the AI economy, where cloud, data, AI, and enterprise applications converge into a deeply integrated platform. If execution remains strong and AI monetization continues scaling, the company appears well positioned to deliver sustained compounding growth over the next decade.

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Kris Patel 🇺🇸
Kris Patel 🇺🇸@KrisPatel99·
$NOW Both Fundamentals and Technicals are setting up for a nice reversal over the next 2 years. A combination of FCF growth + Growing share repurchases provide a massive tailwind for EPS growth. Insiders are purchasing at a brisk pace... what more do you need?
Kris Patel 🇺🇸 tweet mediaKris Patel 🇺🇸 tweet media
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Sahil Bloom
Sahil Bloom@SahilBloom·
Major life hack: Don't complain, ever. Nobody likes a complainer. They drain the energy of everyone around them. It's exhausting spending time around someone who constantly complains about things outside their control. If it’s within your control, go do something about it. If it’s not, you’re just wasting energy thinking about it. Complaining gives too much power to the thing. Take back that power.
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RonnieV
RonnieV@TheRonnieVShow·
See you at $538 $TSLA
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xAI
xAI@xai·
SpaceXAI and @AnthropicAI have also expressed interest in partnering to develop multiple gigawatts of orbital AI compute capacity
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SV
SV@SMVCapital·
@WisemanCap unstoppable man, such good conviction when the stock was not doing anything.
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Kaushik
Kaushik@WisemanCap·
$AMZN at $3T is just getting started guys
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SV
SV@SMVCapital·
@TheRonnieVShow $RBRK is undervalued as well in the cybersecurity space
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RonnieV
RonnieV@TheRonnieVShow·
If you missed Semis parabolic run here are 5 undervalued sectors ready to run next… 1. SaaS/ Tech Services - $IGV $MSFT $ZETA $SHOP 2. Fintech - $HOOD $SOFI $DLO 3. Cyber - $CRWD $PANW $FTNT 4. Crytpo - $BTC $ETH $MSTR $BMNR 5. Healthcare - $UNH $OSCR $NVO $HIMS Stop worrying about what could have been and focus on what could be friends.
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SV
SV@SMVCapital·
@WisemanCap hoping to see this kind of ripper in $RBRK soon
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Kaushik
Kaushik@WisemanCap·
$CRDO $ALAB amazing rippers from recent lows
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SV@SMVCapital·
@WisemanCap But but but software is dead 😂😂
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Kaushik
Kaushik@WisemanCap·
$MSFT +5%
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Citron Research
Citron Research@CitronResearch·
$AMZN — what part of world domination does the market still not get as they acquire $GSAT? Spectrum, AI Chips, Data centers, Robotics, Logistics, and oh that little delivery business we all just love called Amazon. Did not even include an ad biz that does almost 2x that of Tik Tok and growing faster than $META $AMZN Trading at 30x earnings against a 5-year average P/E of 48x and a 10-year average north of 60x. Market still not giving credit to them owning the future! Apply the 5 year average multiple to forward earnings and $300 isn't a hope it is simple math.
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Bourbon Capital
Bourbon Capital@BourbonCap·
$AMZN Andy Jassy’s 2025 Letter: "two large AWS customers have already asked if they could buy *all* of our Graviton instance capacity in 2026 (Graviton is our widely-adopted custom CPU chip)" "AWS could be growing even faster. AWS added 3.9 gigawatts (“GW”) of new power capacity in 2025, expects to double total power capacity by the end of 2027" Yeah i need to buy more $AMZN
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SV@SMVCapital·
@WisemanCap It will too late when everyone realize that
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Kaushik
Kaushik@WisemanCap·
$META still cheap after this model release
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SV@SMVCapital·
@WisemanCap LFG!!! waiting for this from last year
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Kaushik
Kaushik@WisemanCap·
$AMZN looks angry and ready to go
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Kaushik
Kaushik@WisemanCap·
@mukund @claudeai Claude just doesn't work man. hitting limits all the time!
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M Mohan
M Mohan@mukund·
Oh come on @claudeai - first set of requests this morning.
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Keith Fitz-Gerald
Keith Fitz-Gerald@fitz_keith·
Broadcom $AVGO just quietly signed one of the most important deals in the AI buildout — a long-term agreement with Google $GOOG to design and supply custom AI chips through 2031. Broadcom also locked in a deal tied to Anthropic, giving the AI startup access to 3.5 gigawatts of computing capacity starting in 2027. Bernstein analysts are already calling it "only part of a larger partnership." MyPOV is that Broadcom isn't a one-and-done supplier any longer but now more like an exclusive design partner through 2031. I submit Broadcom just became the “chip behind every Google brain.” So… buy it? I could make the case – a lot of folks like the stock and own it. Good on ya if you do. 💯 Either way… Keith’s Investing Tip: Buy the best, ignore the rest® — and invest accordingly.
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Adam Khoo
Adam Khoo@adamkhootrader·
Since I posted this chart, the SPX weekly candle has CLOSED above its weekly 50MA confirmed a bear trap pattern. Based on technical analysis, the S&P 500 (SPX) has confirmed a bottom. Unless King Donny, Gayatolla or Bibi do some crazy shit, we should be going back up. Of course, technical analysis offers no guarantee, it cannot predict any changes in macro fundamentals. It offers traders a high probability long entry (with stop loss below swing lows) and offers investors the change to DCA into positions.
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Kaushik
Kaushik@WisemanCap·
Did a dexa after 2+ years only to find out I added 1 1/2 lbs of muscle and 9 lbs of fat 😂
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