Vaun
85 posts
IBD Top 15 – Week of July 13
$MU $ALAB $LQDA $CRDO $TVTX $DAVE $PTRN $AMD $CRS $TGTX $ASTH $GH $HNGE $OSCR $LRCX
Study the leaders every single week.
You don't need to own them all.
You just need to understand why institutions do.
Venu@Venu_7_
IBD Top 15 – Week of July 6 $MU $ALAB $LIQD $TVTX $CRDO $ASTH $AMD $CRS $GH $AGX $MIRM $OSCR $PTN $LRCX $TG AI infrastructure continues to lead, while healthcare and infrastructure are steadily gaining momentum. Leadership is expanding, not narrowing.
English
1/ Netflix - $NFLX
One of the best compounders of the past decade. Revenue grew from $11.7B to $46.9B, with $63.3B expected by 2028.
EPS continues to compound, and Netflix is finding support at the 200-week SMA. Great businesses often defend this level before the next leg higher.
English
4/ Axon Enterprise - $AXON
A textbook compounder hiding in plain sight.
Revenue has grown from $344M to $3.0B, with $6.1B expected by 2028. EPS is projected to climb from $2.98 to $13.73 over the same period.
After building a long base around the 200-week SMA, $AXON is attempting to resume its long-term uptrend.
English
8/ Ferrari - $RACE
Ferrari proves you don't need hypergrowth to be a long-term compounder.
Revenue has steadily climbed from €3.4B to €7.2B, with €8.7B expected by 2028. EPS is projected to grow from 7.2 to 11.47 over the same period.
After reclaiming the 200-week SMA, Ferrari is once again setting up for its next leg higher.
English
The Semi Group Looks Constructive
$NVDA - Reclaimed the 50-day SMA & brokeout of downtrend
$AMD - Tight flat base, one of the strongest technical charts
$MU - Building a base after a monster run
$INTC - Attempting to reclaim the 50-day SMA after an explosive move
Venu@Venu_7_
$NVDA - When the king of the market starts setting up, we should pay attention. 👀 Nvidia is expected to generate more than $1 trillion in operating profit over the next three years.
English
$HOOD is quietly becoming a financial super app.
Catalysts keep stacking:
- Tokenized Stocks (24/7, 120+ countries)
- Robinhood Chain (L2 mainnet live July 1)
- Trump Accounts (sole trustee, $1,000 per child born 2025–2028)
- PDT Rule Eliminated (no more $25K minimum)
- Prediction Markets (3.9B contracts in May, +22% M/M)
- Global Expansion (Canada, UK, EU, Singapore)
- Perpetual Futures (up to 10x, EU)
- USDG Stablecoin (7% APY via Robinhood Earn)
- AI Investing (Agentic Accounts)
- IPO Underwriting
- Record Trading Volumes
Then the layers:
- Brokerage ($377B assets, +48% YoY)
- Banking ($19.5B margin book, +117% YoY)
- Retirement (IRA)
- Subscriptions (4.3M Gold subs, +36% YoY)
Most people are still valuing Robinhood as a brokerage.
I think they're missing the bigger picture.
English