mark albano

MY TOP 10 DCA PLAN IF THIS PULLBACK IS REAL 1. $ONDS the drone connectivity layer 2. $OKLO nuclear power for the AI edge 3. $TSLA energy + robotics optionality 4. $AMD the next leg of the compute cycle 5. $MELI LATAM’s digital economy engine 6. $EOSE storage built for nonstop compute 7. $IREN building compute at industrial scale 8. $GOOGL runs the full stack of the AI economy 9. $NBIS the GPU utility w/ hyperscaler contracts 10. $HOOD turning retail attention into profit streams

15 stocks that have the potential to retire you over the next 10 years: 👇 1. $TSLA - Most innovative. 2. $SOFI - Get your money right. 3. $HOOD - Trade like a boss. 4. $META - Social king (for now). 5. $MSTR - The blockchain. 6. $TXRH - The rolls bro. 7. $HIMS - New age health company. 8. $NVDA - I need to grow the cloud. 9. $CELH - I need energy. 10. $PLNH - Takes the edge off. 11. $CLSK - Top Bitcoin miner out there. 12. $RKLB - Great pick for the space race. 13. $NU - Top fintech on the market. 14. $PLTR - Software and AI giant. 15. $CAVA - New good concept. I have strong conviction in all these companies over the next decade.

The $500B AI Infrastructure 'Stargate' initiative is just the start of what I expect will be a series of major investments under Trump's presidency -- here are some of the key beneficiaries of projects like this 🧐 • $NVDA -- The Brain Driving AI Acceleration • $TSLA -- The Visionary Powering AI with Sustainable Energy • $ORCL -- The Architect of Enterprise AI Solutions • $AVGO -- The Engine Connecting AI Networks • $AMD -- The Challenger Fueling Versatile AI Compute • $INTC -- The Legacy Power Revitalizing AAI Infrastructure • $MU -- The Memory Powering High-Speed AI Workloads • $DELL -- The Backbone for Scalable Server Solutions • $MRVL -- The Innovator in AI-Optimized Networking and Storage • $EQIX -- The Global Hub for AI Data Center Connectivity • $ANET -- The Leader in High-Performance AI Networking • $SMCI -- The Specialist Optimizing AI Hardware for Data Centers • $PSTG -- The Storage Platform Enabling AI Data Accessibility • $VRT -- The Provider of Reliable Cooling and Power for AI • $ALAB -- The Accelerator Enhancing Data for AI Innovation

Don't make these mistakes in 2025: 1. Forget about $NU because the short term macro environment is difficult. 2. Think $UBER will not have a strong 2025 because of $TSLA. Do not underestimate how $UBER have prepared for the autonomous future. 3. Follow ridiculous analyst targets on $SOFI. 4. Think companies like $AMZN will disrupt $HIMS. Make sure you take advantage of the volatility of the $HIMS stock. 5. Ignore mega caps like $AMZN. $AMZN is the most dominant Cloud and e-commerce provider in the world and there's still a lot of room to run. 6. Underappreciate $MELI and the flywheel they have. 7. Fully focus on the US stock market. I personally think India is a great place to invest and I've been doing that for 2+ years now. I think China will bounce back and I think LatAm has some incredible potential. 8. Underappreciate $LMND. Very good company from my initial research. 9. Completely ignore $BABA because of the current China macro. Super investors are buying the stock a lot. 10. Ignore insider purchases. $LVMH founder is buying up a lot of stock. Let me know yours👇

As a way to end 2024 on a high...here's a big thread with 24 of the highest quality stocks in the market. And my investment thesis for each one🧵 1. NuBank | $NU - $NU is my highest conviction investment over the next 3-5 years and quickly becoming a top position of mine. - An EPS of $0.80 is the forecast for 2026. At a PE of 25x (below the lows of today) you have a $20 stock. At a 30x PE you have a $24 stock. - Geographically, they've acquired a big portion of Brazil but almost nothing in Mexico and Colombia. - They have one of the lowest cost operations out of all fintechs which has allowed them to go from -47% net income margin in 2022 to 36% today. - ARPAC is being weighted down by customer acquisitions but there's evidence it almost doubles from today's average for those mature accounts. - Macro headwinds in Brazil are the biggest bear case today, but $NU have managed these difficulties well in the past and I don't see this changing in the future.

Main investing themes in AI: AI Infrastructure | $ASML, $TSM, $NVDA, $AMZN, $GOOG, $MSFT, $AVGO, $AMD AI Agents | $MSFT, $GOOG, $AAPL, $CRM, $AMZN Physical AI | $TSLA, $GOOG, $AMZN, $NVDA This is why you should own $AMZN and $GOOG. They are present in all three themes.

GM. Everyone and I mean EVERYONE is exposed. After seeing a friend lose ALL his life savings from a CEX and Cold Storage HACK I have been bombarded with messages like the one below. Time to STOP being so careless and take these security action steps NOW! 🧵

7 Undervalued Stocks That Could Dominate In 2025: 1. Uber $UBER 2. Advanced Micro $AMD 3. Snowflake $SNOW 4. Nu Holdings $NU 5. Alibaba $BABA 6. Marathon Digital $MARA 7. Snowflake $SNOW What would you add?

$MSFT president says data centers will be responsible for the 10% of the global increase in electricity in the next decade. Jensen Huan said new data centers will take as many as 1 million GPUs. $AMD and $NVDA will supply; $MSFT, $AMZN, $GOOG, $META will buy. Want to outperform in the next decade? Own all six of them.

A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. MicroStrategy $MSTR acquired an additional 5,262 $BTC Bitcoin for $561 million at $106,662 per coin. They now own 444,262 Bitcoin at an average of $62,257 per Bitcoin. Today after hours, MicroStrategy called a Special Meeting for shareholders to vote on proposals aimed at advancing its Bitcoin-focused 21/21 Plan. These include increasing authorized Class A shares to 10.33 billion and preferred shares to 1.005 billion to enhance capital-raising and financing flexibility, as well as amending the 2023 Equity Incentive Plan to grant automatic equity awards to new directors. 2. The IRS is sending out $1,400 stimulus checks to 1M people who qualified for them in 2021 but never claimed them, per CNBC. “The IRS continues to work hard to make improvements and help taxpayers,” IRS Commissioner Danny Werfel said in a statement. “These payments are an example of our commitment to go the extra mile for taxpayers.” 3. $PLTR Palantir closed above $80 for the second trading day in a row. Over the weekend, (1) CEO Alex Karp released an end-of-year video thanking employees and investors, (2) Elon Musk followed Palantir on X, (3) The Financial Times reported Palantir, Anduril, and SpaceX forming a group to bid for government contracts, possibly leveraging DOGE for efficiency, (4) David Sacks, the new AI Czar, praised Palantir's unique software, potentially influencing government AI spending, (5) The All-In Podcast discussed Karp's critique of the software industrial complex, with Chamath amplifying the message, and (6) Bill Ackman shared his support for Karp’s upcoming book and the Palantir/Anduril collaboration, emphasizing the importance of America’s AI dominance. Palantir was also rebalanced into the Nasdaq $QQQ today, ending the year as part of the $SPY S&P 500 and Nasdaq 100 $QQQ. 4. Robinhood $HOOD added 120,627 new Gold subscribers during its promotional Gold Monday campaign from December 9–16, offering a $1 million pot split among participants (approximately $8.29 each). This accounted for 57% of its Q3 Gold subscriber additions (210,000) in just one week. The promotion generated $5.4 million in revenue from annual subscriptions at $45 each (25% off the usual $60 rate) against a $1 million marketing cost, achieving a 5x return on investment. 5. Elon Musk's xAI has secured $6 billion in Series C funding from major investors, including A16Z, Blackrock, Fidelity, $NVDA NVIDIA, and $AMD AMD, to support its rapid growth and infrastructure expansion. Since May 2024, xAI has reached several significant milestones, including launching Colossus, the world’s largest AI supercomputer with 100,000 NVIDIA Hopper GPUs (soon doubling to 200,000), and Grok 2, an advanced language model with state-of-the-art reasoning capabilities. The company also introduced the xAI API for global low-latency developer access, Aurora, a proprietary image generation model for enhanced multimodal functionality, and Grok on 𝕏, which provides real-time insights with features like web search, citations, and image generation. 6. Honda and Nissan have entered merger talks to form a joint holding company by 2026, aiming to become the world's third-largest automaker. Mitsubishi Motors, partly owned by Nissan, may also join, with a final decision expected by January. The new entity, set to list by August 2026, will have Honda nominating most directors and aims to rival Toyota and Chinese EV giants like BYD. Honda announced a $7 billion share buyback and projects ¥1 trillion in annual synergy gains, and scaling to ¥3 trillion annually. The merger addresses fierce EV competition and offers relief for struggling Nissan, while leveraging Honda's strong market position. 7. Apple $AAPL is working on a smart doorbell with advanced Facial Recognition technology, enabling doors to unlock via Face ID as part of its smart home expansion. The device will feature a 6-inch display and integrate with third-party locks through Apple’s HomeKit. Additionally, Apple is enhancing its smart home ecosystem with updates to Apple TV, HomePod Mini, and new in-home security cameras. This initiative aims to compete with Amazon's Ring and Google's Nest, emphasizing privacy as a key advantage. The products are expected to launch by late 2025. 8. Meta $META plans to launch new Ray-Ban smart glasses with built-in displays by late 2025, enabling notifications and interaction with its virtual assistant, marking progress toward augmented reality. Building on strong sales of the 2023 Ray-Ban models, which outperformed earlier versions, this release aligns with Meta's broader focus on wearable tech and next-generation devices, competing with Apple and Google. While its advanced AR prototype, Orion, remains in development, these updated glasses offer a practical step toward mainstream adoption of AR. 9. Wedbush reiterated its Outperform Rating on $AAPL with a price target of $300. They wrote: "We would characterize demand for iPhone 16 so far since its September launch as slightly ahead to generally in line with expectations globally. We believe Apple is set to have a strong holiday season ahead as iPhone 16 upgrades across its installed base are trending well into Christmas based on our recent Asia supply chain checks." 10. In the U.S., 77% of holiday spending occurred in-store, with 23% online. In-store spending increased by 4.1% year-over-year, up from 1.6% growth in 2023, according to $V Visa Consulting & Analytics. 11. Call options trading on quantum computing stocks has surged, with trading values 2,500% above average. Options volume for $IONQ, $RGTI, $QBTS, and $QUBT increased tenfold in just one month, far surpassing Nvidia’s $NVDA record March volume, which was 435% above average. This spike has driven the quantum computing ETF, $QTUM, up 23% during this period and 50% year-to-date. 12. The next seven days mark the official Santa Claus Rally period. While the rally was down in 2023, back-to-back declines have occurred only twice since 1950. On average, the Santa Claus Rally during this time yields an average return of 1.3% for the S&P 500. WALL STREET IS THE GREATEST SHOW ON EARTH.

5 Quantum Computing Names to Watch Entering 2025 👇 • $IONQ -- A leader in trapped-ion quantum computing, IonQ is delivering some of the industry’s most precise computations. The company is advancing applications in AI, pharmaceuticals, and cryptography, making it a major player in this emerging space. • $GOOGL – Through its Google Quantum AI division, Alphabet is driving the quantum computing revolution with breakthroughs like achieving quantum supremacy and investments in fault-tolerant systems. • $RGTI -- They're at the forefront of developing superconducting quantum processors, aiming to revolutionize machine learning, optimization problems, and material science. Its vertically integrated approach positions it as a key innovator in quantum technology. • $HON -- Their Quantinuum division is combining industrial expertise with cutting-edge quantum computing applications, focusing on cybersecurity, chemical simulations, and enterprise-level solutions. • $QUBT -- Specializing in quantum-ready solutions, Quantum Computing Inc. is making quantum computing accessible to industries like finance and logistics, focusing on hybrid systems that bridge classical and quantum capabilities.

BREAKING: Market Plunges Post-Fed Decision The Federal Reserve's 25 basis point rate cut didn't stop the S&P 500 from plummeting, wiping out $1.8 TRILLION in market value in one of the largest post-Fed drops since March 2020. But why? • Interest Rates: 97% expected the cut, so why the shock? The real story lies in the Fed's hawkish outlook for 2025, now expecting fewer rate cuts and higher inflation. • Inflation Surge: 3-month core CPI inflation hits 4%! The Fed's own inflation expectations are on the rise, signaling tougher times ahead for the economy. • Global Disparities: While the US cuts rates, Japan hikes them. Meanwhile, China battles deflation, and Europe faces inflation. The global economy is at a crossroads. • Market Panic: Small caps tanked nearly 5%, and the Dow saw its worst 10-day losing streak since 1974. Sentiment is shifting, and markets are bracing for a volatile 2025. • Fed's Warning: Fed Chairman Powell hinted at tougher times with his words, "Today was a closer call." The markets took this as a sign of caution. Follow for real-time analysis and insights as the market continues to navigate these turbulent waters.

The industry that will drive the next generation of scientific and technical breakthroughs is $10B. Something tells me not for long.

The smartest investors don’t bet on today , they buy tomorrow. From AI to Quantum to Space Tech, these companies are shaping the future: AI: $NVDA | $GOOGL | $MSFT | $PLTR Quantum Computing: $IONQ | $RGTI | $QBTS | $MRVL Space: $RKLB | $ASTS EV: $TSLA | $RIVN eVTOLs: $ACHR | $JOBY Robotics: $ISRG | $SERV Biotech: $RXRX Nuclear Energy: $SMR | $OKLO Fintech: $SOFI | $SQ | $HOOD Blockchain: $COIN | $MSTR | $RIOT Personalized Healthcare: $HIMS Technological revolutions don’t make investors rich; early bets on them do. – Naval Ravikant

🚀 8 Quantum Computing Stocks to Watch for 2025 🌐 Quantum tech = paradigm shift 🔥 Here’s a mix of giants + pure plays leading the revolution: 1️⃣ Alphabet (GOOGL): Willow processor + Google Cloud. 2️⃣ Honeywell (HON): Quantinuum + dividends. 3️⃣ Microsoft (MSFT): Azure Quantum + Atom Computing. 4️⃣ FormFactor (FORM): Cryogenic tech for quantum chips. 5️⃣ IonQ (IONQ): Trapped ion tech, 166% YTD growth. 6️⃣ IBM: Heron processor, 2.9% dividend. 7️⃣ Nvidia (NVDA): CUDA-Q platform + partnerships. 8️⃣ Rigetti (RGTI): Full-stack quantum provider. 💡 Giants offer stability. Pure plays = high risk, high reward. Quantum computing is happening now. #QuantumComputing #StocksToWatch #Investing #Tech

10 Quality Stocks Trading PEG <2.00x 📈 💿 Advanced Micro Devices $AMD •NTM P/E: 28.05x •PEG: 0.83x 📦 Amazon $AMZN (using P/OCF) •TTM P/OCF: 20.83x •PEG: 0.88x 🖨️ ASML Holding $ASML •NTM P/E: 29.28x •PEG: 1.17x 🩻 UnitedHealth Group $UNH •NTM P/E: 17.83x •PEG: 1.35x 💵 PayPal $PYPL •NTM P/E: 19.40x •PEG: 1.36x 🖱️ Alphabet $GOOG $GOOGL •NTM P/E: 22.26x •PEG: 1.51x 📲 Applied Materials $AMAT •NTM P/E: 17.82x •PEG: 1.59x 🫱🏼‍🫲🏻 MercadoLibre $MELI •NTM P/E: 49.35x •PEG: 1.73x 🧬 Thermo Fisher Scientific $TMO •NTM P/E: 23.10x •PEG: 1.77x 📸 Meta Platforms $META •NTM P/E: 25.38x •PEG: 1.84x *PEG calculated by taking 2026 - 2027 EPS estimates since NTM P/E used (which is based on 2025 EPS estimates) #stocks #investing _______ *Data from tikr

Summary of America’s Economic Reality The U.S. economy in 2024: A tale of two realities. 📊 • Markets Soaring: Stocks up 90% in 5 yrs; housing & crypto booming. • Living Standards Falling: Wages up <20%, costs rising (housing +50%, inflation 23%). Americans rely on debt as spending & deficits grow. What’s next? Inflation, jobs, & housing remain key. #Economy #Investing #Finance #Inflation

🚀 Top AI Stocks to Watch: Heavy gov’t investment under Trump is fueling a massive AI boom! Here are 7 stocks poised to benefit from this trend: 1️⃣ $KTOS (Kratos Defense): Innovating defense with AI-powered drones & contracts like $579M from the U.S. Space Force. 🤖 2️⃣ $PLTR (Palantir): The "mind of AI" in big data analytics, but sky-high valuations spark caution. 📊 3️⃣ $MU (Micron): Leading the AI chip race with cutting-edge memory tech & $6.2B in CHIPS Act funding. 💾 4️⃣ $BWXT (BWX Technologies): Nuclear power driving AI’s future energy needs; strong defense applications. ⚛️ 5️⃣ $NVT (nVent Electric): Partnering with Nvidia to power AI-ready data centers; solid financials. 🔌 6️⃣ $PEGA (Pegasystems): AI tools transforming business operations; industry leader in low-code platforms. 💡 7️⃣ $FLNC (Fluence Energy): Energy storage leader supporting renewable-powered AI infrastructure. 🔋 💡 Why now? Heavy gov’t backing + AI expansion = massive growth potential. #AIStocks #Investing #AI

🚀 My Top 6 Growth Stocks for 2025 Nvidia ($NVDA): The AI leader continues to defy odds with 50% projected EPS growth in 2025. Analysts expect 30% upside with a price target of $176. Nvidia’s dominance in GPUs and AI innovation makes it a must-watch. AMD ($AMD): Often overshadowed by Nvidia, AMD is closing the gap in AI, cloud, and gaming. With new GPUs launching in 2025 and 50% EPS growth expected, analysts see 45% upside from current levels. Amazon ($AMZN): Amazon is firing on all cylinders: e-commerce, AWS (largest cloud provider), and now building its own chips. Analysts project 20% EPS growth and a price target of $242, implying 10% upside, with huge long-term potential. Uber ($UBER): Despite recent pressure, Uber is positioned to deliver 15% annual revenue growth and 22% EPS growth in 2025. Analysts see 55% upside with a price target of $94. Alphabet ($GOOGL): Alphabet’s diverse portfolio—Google Search, YouTube, cloud, and AI—drives consistent growth. With 12% annual revenue growth projected, analysts maintain a strong buy with a price target of $209. ASML ($ASML): The leader in chip-making equipment for AI and semiconductors. Shares are down 35% from recent highs, but with 22% EPS growth and 20% upside, it’s a compelling value play in AI infrastructure. These companies are positioned to thrive in AI, cloud, and tech innovation. Which one do you think has the most potential for 2025? #Stocks #Investing #GrowthStocks #AI #Tech

Here are 3 AI stocks with 10x potential that could lead the next wave of the AI revolution: $CRNT (Ceragon Networks) Market Cap: $400M | Share Price: $4.50 Hidden gem in the 5G connectivity space, specializing in wireless backhaul solutions critical for seamless global communication. Q3 Highlights:Revenue up 17.7% YoY to $12.7M. Net income tripled to $14.1M. Positioned as a leader in India's booming 5G rollout & expanding in North America’s private networks. With a P/E ratio < 10, this stock is severely undervalued. Why It’s a Game-Changer: Think of Ceragon as the "backbone" of our connected future—key to 5G innovation! $IONQ (IonQ Inc.) Market Cap: $7.4B | Share Price: $32 Quantum computing pioneer redefining industries through qubits and quantum networking. Recent breakthroughs in ion-photon entanglement bring it closer to scalable systems. Partnerships with AstraZeneca (drug discovery) & Ansys (engineering) position IonQ in biopharma and tech. U.S. Air Force contract ($54.5M) boosts credibility. Market Potential: Quantum networking projected to grow to $36B by 2040, making IonQ a front-runner in this transformative tech. $CLS (Celestica Inc.) Market Cap: $10.5B | Share Price: $88 Canadian AI infrastructure leader, powering AI server growth & communications solutions. Q3 Highlights:Revenue beat by $80M, stock surged 46% YTD. AI server market to grow from $100B (2024) to $250B (2027). Heavy R&D investment ($80M in 2024) and partnerships with emerging AI players ensure cutting-edge innovation. Why It’s Poised to Soar: Positioned to dominate AI infrastructure and hyperscale data center markets, growing at a 52% CAGR. AI is still in its early innings, and these stocks are primed for explosive growth. #AI #Investing #Stocks #5G #QuantumComputing