Babar Ali
207 posts

Babar Ali
@babarali_786
Reviewing stocks, tracking momentum, and spotting clean opportunities.







時価総額トップのキオクシア、株価に50%の下落余地-バーンスタイン bloomberg.com/jp/news/articl…




$MU looks like the next Nvidia. When Nvidia was $400B (now $4.5T+), markets thought GPUs were a short-term cycle. Same with memory today. AI has broken that cycle. With the same "Made in America" and White House backing like $INTC: Don't overthink things with Micron.












Elon Musk’s empire is becoming increasingly interconnected. From a $1.8T-valued SpaceX to a $1.6T Tesla, capital, technology, and ownership now flow across a network spanning space, AI, mobility, infrastructure, and energy. ◾ $SPCX: $1.8T ◾ $TSLA: $1.6T ◾ Starlink: $500B ◾ xAI: $250B ◾ X: $33B ◾ Neuralink: $10B ◾ The Boring Company: $6B Together, they form one of the most influential corporate ecosystems ever assembled.







Jensen Huang is telling everyone what to buy.










