The Edge Street

When Jensen publicly endorses a company in this environment it's not just a compliment, it's a signal about where Nvidia is deploying infrastructure spend. IREN at $60 with the NVDA partnership already signed is the most concrete of the three. The revenue is contracted, the power is coming online, the relationship is real. Worth paying attention to.

The $NVDA CEO has been literally telling you what to buy… In 2025 Jensen called out: $NBIS at $21 & is now up 840% $APLD at $3 & is now up 1,400% $TSM at $180 & is now up 135% $MU at $86 & is now up 770% Jensen is now calling for these 3 companies to squeeze in 2026: $NOW at $90 $CRWV at $114 $IREN at $60 These names are most likely the next 10x setups. Don’t miss out…

CRWV tripling in a down market is the right comparable. Cerebras has something CRWV didn't at IPO though, GAAP profitability and an OpenAI deal already signed. That removes two of the biggest objections institutions use to stay out. Debuting into an all time high market with actual revenue and a name everyone in AI knows. The float will matter a lot but the setup is genuinely interesting.

$CBRS IPO comes next week. Remember that $CRWV went public last year in the midst of a down market and went up 3x. Cerebras is GAAP profitable, growing revenue nearly 80%, and debuting in one of the hottest markets in history with a big OpenAI + Amazon deal. It could get wild.

@RealJGBanks When Mag7 companies start offering to fund third party fabs just to secure supply, the shortage is more serious than most people realize. MU at 6x forward PE supplying the most constrained part of the entire AI buildout. The market still hasn't fully priced that in.

🚨We are still so early in the AI memory supercycle. Big tech firms are reportedly flooding SK Hynix with unprecedented offers just to secure memory supply. Now the bottleneck is becoming: HBM. DRAM. Next-gen memory. Do not miss this $MU $SNDK $WDC $MRAM $NVEC $EWY

2.6x sales on a business growing revenue 49% with a credit card portfolio up 104% and ad revenue up 73%. The market is treating it like a mature low growth retailer. The numbers say something completely different. Hard to find this kind of mispricing in a large cap anywhere right now.

$MELI now trades on only 2.6x sales, the cheapest it's basically EVER been. At the same time, the moat has never been stronger, revenue growth is exploding, and the company is massively under monetized. As long as management continues to execute this might be one of the best entries you'll ever get for $MELI.

@Mr_Derivatives The pattern is clear though — he's pumping American manufacturing and AI infrastructure names. Next logical candidates are probably something in defense tech or semiconductors. $NVDA would break the internet.

So far Trump has tweeted specifically about $PLTR, $INTC, $DELL, $DJT, $TSLA. Wonder what is the next stock…

🚨 CLOUDFLARE BEAT EARNINGS AND THE STOCK CRASHED 24% Revenue: $640M ✅ (beat) EPS: $0.25 ✅ (beat) Full year guidance: raised ✅ So why is it down nearly a quarter in one day? They cut 1,100 employees. That's 20% of their entire workforce. The reason? AI has "fundamentally changed" how they operate. This isn't a struggling company cutting costs. This is a profitable company restructuring for a world where AI does the work humans used to do. This is the trade-off nobody talks about. AI productivity = fewer jobs, even at the winners. This story is about to repeat at a lot of companies.

The problem is most people in their 20s who go hunting for 10x stocks end up panic selling at -40% and never recover the loss. The 10x is real but so is the blown up account. The graveyard of people who tried this and failed is bigger than the winners list. High conviction concentrated positions within a core you won't touch is the actual answer. Not pure indexing, not pure speculation. Something in between.

Index funds are mainly a wealth preservation tool, not a wealth creation strategy. If you’re in your 20s, your focus should be on finding the next 10x stock, rather than accepting an ETFs 6-10% annualized returns. Am I crazy for thinking this?

Swap HIMS for MELI. 57% off ATH, revenue growing 49%, credit card portfolio up 104%, and management explicitly choosing to invest over harvesting margins right now. Healthcare DTC is competitive and regulatory risk is real. Dominant ecommerce and fintech infrastructure across a region of 650 million people with barely touched penetration rates is a different conversation entirely.

Name a better stock opportunity than: $AMD for AI chips $NBIS + $IREN for AI infrastructure $HIMS in healthcare $OSCR + $LMND for insurance $SOFI in Fintech $KRKNF / $PNG.V + $ONDS in Defense $ASTS + $RKLB for Space

$19B into gold ETFs year to date while stocks are at all time highs. That's not typical bull market behavior. Usually when equities are ripping, gold gets ignored. The fact that both are going up simultaneously tells you institutional money isn't fully convinced the risk-on trade is as clean as the headlines suggest. Someone is hedging something.

BREAKING: Global physical gold-backed ETFs posted +$6.6 billion in inflows in April. European funds led, at +$3.7 billion, followed by Asia, at +$1.8 billion, and North America, at +$1.0 billion. This marks a sharp recovery from -$12.0 billion in outflows in March, the largest monthly withdrawal on record. Year-to-date, global gold ETFs have attracted +$19.0 billion in inflows. This lifted total assets under management across global gold ETFs by +1% MoM, to $615 billion. At the same time, gold holdings jumped +45 tonnes, to 4,137 tonnes, the 3rd-highest on record. Global gold demand is rapidly recovering.

$61B market cap on $680M revenue looks expensive until you look at the backlog doubling YoY and Neutron not even in the numbers yet. The confidential customer contract through 2029 is the most interesting line in that whole report. Someone big is locking in launch capacity years out. That's not a speculative bet, that's a customer who knows something about future demand. $100B is very achievable if Neutron delivers. The SpaceX IPO narrative bringing attention to the whole sector is just extra tailwind.

$RKLB is now a ~$100 stock with a ~$61B market cap ‼️ Rocket Lab surged +34% on Friday after an earnings beat🚀📈 • LTM revenue: ~$680M • Space Systems revenue: $136.7M (vs $132.1M est.)🟢 • Launch revenue: $63.7M (vs $59M est.)🟢 • Backlog: $2.2B (more than doubled YoY)🟢 • LTM net loss: ~$200M–$250M🔴 • Q2 guidance: $225M–$240M (above ~$207.5M Street est.)🟢 The stock is catching a bid because: • Space Systems is becoming the real growth engine (already outpacing expectations) • Neutron + Electron deal flow is accelerating (largest contract ever signed through 2029 with a confidential customer) • $190M hypersonic test contract adds defense tailwind • Defense + NASA demand is rising (Artemis, Golden Dome missile defense theme) • Operating leverage story once heavy R&D spend normalizes • “Space economy” narrative is accelerating ahead of potential SpaceX IPO Extra catalysts from the call/news: • CEO Peter Beck called demand “clear” and product cadence “relentless” • Company is acquiring space robotics firm Motiv Space Systems (expands vertical integration) • Neutron remains on track despite earlier qualification testing setback in January Is Rocket Lab overvalued considering its prospects, or could we see a run to over $100B market cap with the SpaceX IPO on the horizon?

This is why NVDA kept looking expensive at 40x, 60x, 80x and kept going up anyway. The market was right each time because the earnings were growing faster than the multiple was expanding. PE is a snapshot. What matters is the trajectory of the E. If that's accelerating, the ratio is almost irrelevant.

The issue with P/E ratio analogues is they don’t capture the accelerated pace of the underling value creation processes If the process accelerates exponentially, a high P/E can be really cheap This is why the most expensive stocks often continue outperforming

AVGO for the next 5 years but for one reason specifically. The custom silicon relationships with Google, Meta and Apple are basically locked in infrastructure contracts. Those hyperscalers aren't switching chip designers mid-buildout. AMD has more upside if everything goes right. AVGO has more certainty that it will. Different bets. Both worth owning.

The $AMD hype is in full effect and it’s paid off. But… $AVGO has quietly outperformed it significantly. 5 year returns: $AVGO 890% $AMD 368% Broadcom became an AI and datacenter monster while few on X talk about it. Which are you taking for the next 5 years?

Revenue up 41%, EPS doubled, CEO buying nearly $2M of his own stock in a few months. The only reason it's not moving is rate cut expectations have collapsed and the market doesn't want to pay up for a fintech without that tailwind. But the business doesn't need rate cuts to keep growing. It just needs people to eventually look at the fundamentals instead of the macro narrative.

$SOFI is currently in the same situation it was in april 2025. - Down over 50% from highs - Low valuation - Accalerating growth Nearly 300% gains after that. The CEO is buying massive amounts of shares at current prices. Someone explain to me how this is not an obvious buy right now.

NVDA for 10 years. AVGO is a great business but it's largely dependent on a handful of hyperscaler custom chip relationships. Lose one or two of those and the thesis changes. NVDA owns the software ecosystem through CUDA. That's not a contract you can cancel. That's the standard the entire industry builds on.

If you HAD to pick one stock to hold for 10 years Which one it is: $AVGO or $NVDA

@StockMKTNewz $1M in profit every 4 minutes around the clock. And the demand is still outpacing supply. They're not even running at full capacity yet. 🤣 Most companies would kill for one of those numbers. Nvidia has both.

Nvidia $NVDA brings in $1 Million of REVENUE every 129 seconds Nvidia brings in $1 Million of PROFIT every 263 seconds

Point 5 is the one that stands out most. When Mag7 companies start offering to fund third party fabs and EUV just to secure memory supply, the shortage is more serious than most people think. And it tells you the memory trade has more runway than the stock prices might suggest. DRAM and NAND prices up 40% in Q2 on top of that. MU at 6x forward PE starts looking very strange.

Just a TLDR of recent semi developments: 1. $TSM pushing hard CoPoS - VisEra/others might go brrr earlier than expected. 2. $AAPL goes with $INTC for semi production, which is a major shift cause they normally go with TSM. Made in America go like Intel go brrr. 3. $NVDA Vera Rubin reportedly makes changes to cooling architectures very recently. "Taiwan's thermal management suppliers are emerging as one of the fastest-growing segments in the AI hardware ecosystem" - From Last Month. "Vera Rubin server architecture is expected to drive a fundamental shift in data center cooling and system design" Will cover thermal ecosystem later, maybe it's time to take a look? 4. 2D NAND shortage spirals after Samsung, Micron, and rivals exit market Macronix, Windbond go brrr. implications for GigaDevice and other niche players. 5. "Big Tech reportedly offers to fund SK Hynix fabs and EUV" - Memory that badly bottlenecked that mag7 wants to pay for it, so $MU, SK Hynix, Samsung go brr. 6. $TSM 2026 net revenue $12.6B for April 2026. Revenue up 30%, Semis keep going brr. 7. Anthropic needs compute -> SpaceX. So implications for compute demand is extreme here which is BRRR $NBIS and others. But it's very interesting they sidestepped Neoclouds and went with SpaceX. 8. "SKC to Accelerate Mass Production of Glass Substrates for U.S. Clients by the End of the Year" "the end of the year, ahead of its original plan, it has been announced" Glass Core substrates players like $LPK for mass production and other related players like SKC go brrr. Glass timelines moved up. heavy brrr glass. 9. "Power chip shortages deepen as AI server demand and GaN battles escalate" Maybe time to look into the power chip bottleneck anon? 10. "Adata said DRAM and NAND flash contract prices will each climb more than 40% in the second quarter of 2026" Another positive for $MU, SK Hynix, Samsung, $SNDK, and others.

Good list but most people will overthink this and end up with 15 small positions in names they don't really understand. If you missed memory and want clean exposure to the bottleneck theme, MU is still the simplest answer. Dominant HBM supplier, 6x forward PE, and the memory shortage reportedly running through 2030. Sometimes the obvious trade is obvious for a reason.

🚨 IF YOU MISSED THE MEMORY TRADE... Now the rotation is into the bottlenecks: Memory: $MU $WDC $SNDK Interfaces: $RMBS $SIMO Packaging: $AMKR $ONTO $FORM Testing: $KLAC $TER $AEHR Data Movement: $MRVL $CIEN $POET $LWLG Power: $POWI $NVTS $WOLF Small Caps: $GSIT $NLST $OSS $LPTH

$GOOGL. Nobody is pricing in what happens when Waymo, DeepMind drug discovery, TPU revenue and $462B cloud backlog all compound simultaneously on a business already generating $350B in revenue. 30x forward PE for arguably the most diversified AI moat on earth. The market is treating it like a search company when it's quietly becoming four different trillion dollar businesses at once.

In a response to this tweet you will shill me your favorite best AI stock that you are MAX convicted in Minimum 2x upside. Max 3 sentences on the thesis

23.5x forward PE on 50% annual growth is genuinely hard to find anywhere else at this scale. People keep waiting for NVDA to get expensive. It keeps growing into the valuation before that happens. The Blackwell demand numbers, the Trainium partnership, Jensen flying around signing deals personally. The supply is still the constraint, not the demand.

$NVDA is still the best largecap to own. You won't find a second company trading at a 23.5x FWD P/E with 50% annual growth ahead. This is quite literally the most dominant business across the entire AI buildout, and it's still undervalued. The business is growing faster than the stock can. $NVDA will follow $AMD's recent price action. Minimum target is $278.

🚨 $DDOG DATADOG IS UP 28% THIS WEEK. HERE IS WHAT MOST PEOPLE MISSED IN THE NUMBERS. Datadog is a cloud monitoring and analytics platform. Most people outside tech have never heard of it. Here is why it matters. EPS: 60 cents vs 51 cents expected. Q2 revenue guidance: $1.07 to $1.08 billion vs $993 million expected. That guidance beat is enormous. Nearly 8% above consensus. But here is the real story behind the numbers. Every AI application built by every company in the world needs to be monitored, measured and optimised in real time. That is what Datadog does. The more AI infrastructure gets built, the more indispensable Datadog becomes. It is not the company building the AI. It is the company making sure the AI actually works. Those businesses tend to be very valuable.