Scott Bennett
58 posts
Scott Bennett
@starnes11
I spent years at Goldman Sachs learning from some of the best. Now I share those insights with everyday investors.
United States Katılım Ağustos 2012
127 Takip Edilen518 Takipçiler
@starnes11 appreciate the picks, thinking $MRVL around 225 looks solid
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I only say this once.
Don’t feel discouraged by the pullback. What matters is finding the right entry point. Here are my top stock picks:
$MU — Buy Now
$AVGO — Buy Now
$NVDA — Buy Now
$MRVL — Must Buy at $220
$QCOM — Must Buy at $178
$LRCX — Must Buy at $302
$AMAT — Must Buy at $555
$KLAC — Must Buy at $208
Don’t let a market pullback make you anxious. Opportunities are still out there. You just have to find them.
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AI stocks are set for a rebound.
Please pay attention to the following stocks:
$NVDA ~ NVIDIA
$AMD ~ Advanced Micro Devices
$SMCI ~ Super Micro Computer
$CRWV ~ CoreWeave
$IONQ ~ IonQ
$RKLB ~ Rocket Lab
$PLTR ~ Palantir Technologies
$CRDO ~ Credo Technology
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I’ll say this once: my strategy for next week is to buy the dip:
$MU (Micron Technology) — Buy Now
$INTC (Intel) — Buy Now
$SNDK (SanDisk) — Buy Now
$META (Meta Platforms) — Buy at 570 → 580
$TSLA (Tesla) — Buy at 390 → 397
$PLTR (Palantir Technologies) — Buy at 120 → 127
$MRVL (Marvell Technology) — Buy at 248 → 258
Investing is like baseball, but the difference is—you don’t get called out for not swinging.
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@ParadisLabs What the market underestimates is not AI demand .But the persistence of capital spending.
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Current hyperscaler 2026 capex: ~$725B
They all report earnings at the end of July, where they'll update 2026 capex forecasts.
Current 2026 capex:
$AMZN: ~$200B
$MSFT: ~$190B
$GOOGL: ~$190B
$META: ~$145B
With soaring memory costs as a key driver, surely all have to revise up capex for the rest of this year.
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@DeItaone Short-term is liquidity-driven; long-term still reverts to fundamental valuation.
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$SPCX - SPACEX SET FOR NASDAQ-100 BOOST
SpaceX will officially join the Nasdaq-100 tomorrow after a fast-tracked index inclusion.
Index funds tracking the benchmark, with about $800 billion in assets, are expected to buy shares, potentially boosting the stock in the short term.
Longer-term gains, however, will depend on the company's fundamentals.
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Listen… this is a life changing opportunity:
$MU is expected to reach a new high of 1300
$SYM is expected to reach 83
$SOFI is expected to reach 33
$ZETA is expected to reach 0.05
$NVDA is expected to reach 316
$VPG is expected to reach 170
If you don’t want to miss AVGO like you did in 2023, they’re worth your research.
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I’ll only say it once.
This is a rare opportunity to change your life：
$NVDA (NVIDIA) — $190 Must buy
$TSLA (Tesla) — $389 Must buy
$MSFT (Microsoft) — $384 Must buy
$LITE (Lumentum) — $714 Must buy
$OUST (Ouster) — $45 Must buy
$HON (Honeywell) — $221 Must buy
$INTC (Intel) — $115 Must buy
If you find this list valuable, please save it.
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I used to work at Goldman Sachs, and I’ve met many top-tier professionals in the industry. They say:
$SNDK (SanDisk) - Don't buy
$LITE (Lumentum) - Don't buy
$OKLO (Oklo) - Don't buy
$INTC (Intel) - Buy at $105-$115
$NVDA (Nvidia) - Buy at $182-$190
$SPCX (SpaceX) - Buy at $140-$148
$MU (Micron Technologys) - Buy at $960-$970
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I'll only say this once.
The U.S. stock market doesn't have to be complicated. Find high-quality companies, and you're already ahead of 99% of investors. Here are some of my top picks:
$MRVL — Must Buy at $237
$DRAM — buy
$AAOI — Must Buy at $115
$IREN — Must Buy at $35
$SOXX — Must Buy at $558
$AXTI — buy
$APLD — Must Buy at $30
Warren Buffett once said, “Our favorite holding period is forever,” and he has spent his entire life proving it...
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I’m a 64 year old former Goldman Sachs employee.
As someone with experience, I’d say the fastest way for ordinary people to change their lives is through stocks.
Here are my recommendations:
1. $COIN is a $200 stock trading at $165
2. $SMCI is a $40 stock trading at $27
3. $IREN is a $100 stock trading at $38
4. $GOOGL is a $450 stock trading at $356
5. $SOFI is a $26 stock trading at $18
6. $MSTR is a $240 stock trading at $100
7. $CELH is a $50 stock trading at $33
8. $PENG is a $80 stock trading at $61
Follow me for more stock insights and continuous market ideas.
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@aleabitoreddit The problem with AI peripheral names is that they all look like core assets on the way up — until the selloff reveals many were just sentiment extensions.
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Hear me out...this is really important.
8 stocks quietly building Tesla’s robot future
1. $TSLA — Tesla
2. $NVDA — Nvidia
3. $AMD — AMD
4. $TSM — Taiwan Semiconductor
5. $AVGO — Broadcom
6. $MRVL — Marvell
7. $ANET — Arista Networks
8. $SYMBOTIC — Symbotic
Bookmark this. Come back in a few months and you’ll understand why it matters.
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I'll only say this once.
The U.S. stock market doesn't have to be complicated. Find high-quality companies, and you're already ahead of 99% of investors. Here are some of my top picks:
1. $NVDA — Buy Now
2. $MSFT — Buy at $375–$380
3. $AMZN — Buy Now
4. $AVGO — Buy at $350–$360
5. $TSM — Buy Now
6. $AMD — Buy Now
7. $PLTR — Buy Now
8. $SNOW — Buy at $230–$240
Great companies can truly change your destiny.
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@DefiWimar True market tops are not defined by patterns —,but by liquidity rotation.
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The most overvalued market in 100 years.
Retail is still buying like nothing is wrong.
But this pattern has NEVER failed.
100 out of 100 years showed the same thing:
The S&P 500 is already following it.
→ Dot-com bubble
→ AI bubble
Follow and turn notifications on.
I’ll post the warning BEFORE it hits the headlines.
Kalshi@Kalshi
JUST IN: AI stocks now represent 39% of the S&P 500
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@aleabitoreddit Future robotics competition will resemble semiconductors — a structural national capability race.
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I just realized Boston Dynamics CEO shared the same sentiment:
“Robotics is next. America’s next 250 years will be built by robots”.
However, currently China accounts for 54%+ of all global robotics deployments.
- calls for Internet scaleable database of physical world (kinda got reminded of Niantic that has a huge dataset from Pokemon Go)
- dedicated National robotics strategy to compete against China’s leadership in this space
- ISO + regulation for robotics safety
This is all high level:
But my prioritize thought process is how do we support and scale a Made in USA supply chain for robotics/humanoids?
I’ve been hammering home rare earths for the longest time, that the US isn’t doing enough to subsidize or scale this industry.
But another thing to take note is subsidies for components, forcing $TSLA and others to use Chinese suppliers over Western ones, even if assembly is done in USA… to keep costs down.
Which is why I’ve liked Agility Robotics $CCXI since they source 75% of parts from the US, despite higher BOM to start out with.
Regardless it’s pretty clear this Robotics is coming and becoming a national security priority:
From the days of backflipping humanoid YT videos.
Serenity@aleabitoreddit
Just dropping these 3 slides from Agility Robotics ( $CCXI ) presentations. For the US robotic program doomposters: 1. “75% of parts” - sourced from the USA 2. Just eyeballing the graph, looks like <$30k BOM mass production. People were just looking at the ~$145K cost. 3. 10,000 RoboFab capacity, and they build in Salem/Pittsburgh/Fremont (USA). So looks like majority US supply chains with targets of <$30K mass production It does help they’re backed by $AMZN / SoftBank / Foxconn / $NVDA as investors to get this done. Just personal thoughts as a shareholder in $CCXI (NFA): My personal biggest fear were US humanoid leaders like $TSLA were just building out their entire supply chains in China. So US robotics could just be export controlled/halted down the road. eg. South China Morning Post: ‘Optimus chain’: Chinese suppliers form the backbone of Tesla’s humanoid robot initiative and engaged with hundreds of Chinese component suppliers. And that Western companies are not able to lower costs to a competitive level + are forced to use Chinese components. I'm still not sure how they're going to do it but if Agility can achieve those mass production targets with that BOM cost in the USA/West. It would be a great validation for Made in America US robotics programs. IMO the top 5 US humanoid programs right now in terms of commercialization potential are: 1. Tesla Optimus 2. Figure 3. Agility Robotics 4. Boston Dynamics (yeah KR parent) 5. Apptronik Tesla is a $1T+ company. Figure is private and valued around ~$39B. Owning Boston Dynamics through Hyundai is a bit messy. And I’d prefer not to invest in adversarial programs just as a personal preference. So I’ve been personally excited for Agility to be listed as early as September.
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Hear me out… this is really important.
These eight stocks could potentially make you a millionaire.
$CRCL — Buy at $65 → Sell at $315
$MSFT — Buy at $379 → Sell at $400
$TSLA — Buy at $425 → Sell at $465
$PLTR — Buy at $125 → Sell at $230
$AAPL — Buy at $292 → Sell at $400
$AVAV — Buy at $174 → Sell at $280
$MSTR — Buy at $93 → Sell at $200
$NVDA — Buy at $195 → Sell at $315
This is a rare opportunity in the market—buckle up.
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I'll only say this once.
The U.S. stock market doesn't have to be complicated. Find high-quality companies, and you're already ahead of 99% of investors. Here are some of my top picks:
1. $SNDK — Buy Now
2. $HBM — Must Buy at $20
3. $DRAM — Must Buy at $68
4. $ORCL — Buy Now
5. $MU — Must Buy at $1120
6. $RKLB — Buy Now
7. $VRT — Buy Now
8. $CEG — Buy Now
The next alert will be released soon—turn on notifications so you don’t miss the latest updates.
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@BullTheoryio Every strong bull cycle comes with bubble warnings — but not every warning turns into an actual bubble.
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🚨THE BIG SHORT warns AI and semiconductor stocks could crash 30%
Michael Burry says the AI and semiconductor rally resembles the 2000 dot-com bubble and disclosed new short positions in multiple AI and semiconductor stocks.
“The Philadelphia Semiconductor Index is at a historically high extension above its 200-day moving average. A level not seen since 2000,” Burry wrote on his Substack post.
He rolled his bearish SOXX put options from January 2027 to March 2027, increasing the duration of his bet at a relatively low cost.
Michael Burry says SOXX trades at over 16x sales, semiconductor valuations remain extreme levels even after excluding Nvidia.
New short positions as per his Substack newsletter,
1. NVIDIA at $198.09
2. TESLA at $416.22
3. iShares Semiconductor ETF(SOXX) at $642.80
4. Caterpillar at $1,060.98
5. Applied Materials at $729.40
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I'll only say this once.
The U.S. stock market doesn't have to be complicated. Find high-quality companies, and you're already ahead of 99% of investors. Here are some of my top picks:
$NVDA — Buy at $194 → Sell at $315
$AMD — Buy at $539 → Sell at $700
$CRDO — Buy at $245 → Sell at $340
$GOOG — Buy at $351 → Sell at $475
$CEG — Buy at $259 → Sell at $364
$VRT — Buy at $306 → Sell at $420
$SNDK — Buy at $2050 → Sell at $3000
$PLTR — Buy at $115 → Sell at $230
A new batch of alerts is on the way—make sure you’re following and have notifications turned on.
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