James Woolley

New Street Research have just added $NVDA to their best ideas list for 2026, alongside $AMD and $TSM. This is largely because they believe that their order trajectory could reach $1 trillion by the end of 2027, and based on this, they could potentially generate EPS of $20+ next year. This would put them on a valuation of approximately 9x next year's earnings. This is a bold prediction considering the average analyst EPS forecast is $10.82 for next year, but it is based on comments from CEO Jensen Huang that suggest that their order trajectory has doubled from $500 billion to $1 trillion in just 5 months. Even if they are completely wrong and the average analyst forecast EPS of $10.82 turns out to be correct, they are still only valued at 16.63x next year's earnings, which still seems too low for a company that is at the forefront of the AI industry. However if they are correct and Nvidia do manage to generate $20 EPS next year, then there could be huge upside from here, possibly as much as 100% or more. A doubling of the share price would still only put them on 18x earnings, which would be very reasonable considering the growth rate.

@JL_BYWealth Haha, all the smart people know this.

Rising gas prices don't bother me. I always just put in $20.

@BradoCapital @fiscal_ai This is great news. I might have to consider joining as a subscriber in the future now that you fully cover UK stocks.

I am thrilled to announce all EU and UK listings are now live in the @fiscal_ai API. They roll into the Terminal shortly. The complexities of making this happen, the edge cases, the quality control, the source material ... extremely hard. So proud of the team.

@DaveKent101 He still didn't answer the question though. The speaker should show some authority and force him to address the question, otherwise it is completely pointless for MPs to turn up to PMQs every week. It's a waste of everyone's time.

Well done, Andrew Snowdon MP. Probably the best takedown today at PMQs of the vile Keir Starmer.

@dividendology Hard to call any stock a no-brainer at the moment with the ongoing troubles in the Middle East, but definitely a good opportunity to start building up a long-term position.

$MSFT is now down over 18% in 2026. Forward P/E: 23.42 (lowest in 5 years) Projected 3YR EPS Growth: 16% Is $MSFT a 'no-brainer' at these prices?

@ToddsTradeEasy Yes, it's been a real struggle. The impressions and follows have completely dried up this week.

Anyone else getting absolutely defiled by the X algo right now? 😤 Ive been grinding hard, real trading stories, actual education, my legit path to $1M, among other things i post... and it all vanishes into the black hole. Couple likes, handful of views, maybe a few comments if I'm lucky. Meanwhile, others can simply drop low effort memes, spam polls ('Option A or B? Vote!') (My friend makes this much, he bought this, what should i tell him) or straight copy paste garbage and rack up thousands of impressions. My "for me" wall all looks exactly the same, barely anything unique to be seen now days. Algo straight up rewards drama, bots, clickbait, engagemrnt farms and slop over real value. Im a premium+ subscriber and still getting buried alive. I know I'm not the only one feeling this. Maybe im biased, maybe my posts just arnt good enough, lmfao, idk, let me know what you think about my profile, where can I improve? Starting to feel pretty frustrated, not gonna lie 😆 🤣

@Spybef0rey0ubuy Yes, absolutely! There's an awful lot of red on my screen today and not a lot of positive news anywhere.

@steady_profits I'd take any good news on the day like today

A little bit of good news for $NVO shareholders today. Novo Nordisk have received FDA approval for their higher-dose Wegovy HD weight loss drug. This higher dose version, which contains 7.2 mg of semaglutide and is administered once weekly by injection, helped participants lose an average of 20.7% of their body weight after 72 weeks in trials, so it clearly produced some very impressive results. It is now expected to be launched in the US next month. I thought there would have been a more positive share price reaction to this news, but at the moment the share price is still trading around 2% lower at $36.79.

@PaulMcG1992 Thanks for posting this Paul. You could tell that Frank Williams loved every second of that because he had a big smile on his face all the way through. Lovely to watch. RIP Sir Frank Williams.

Sir Lewis Hamilton takes Sir Frank Williams for one last ride, around the Silverstone Circuit, as the F1 paddock celebrates FW's 50th anniversary as the Williams Team Principal. ❤️ #F1

@EndicottInvests A very exciting time to be an $NBIS shareholder with all of these new partnership and customer announcements.

$NBIS is becoming a value creation machine. Partnering with $CRWD, $NVDA, buying an agentic platform, taking the AWS approach and offering their services to startups. $META, $MSFT, $SHOP, $NET, Revolut and many others who they have not named being their customers. I couldn't be a happier shareholder. Keep in mind this company has only been public for less than 2 years.. We're still early.

@jin_jung1988 Not a bad time to be buying at all in my opinion, although it might be a good idea to have some more spare capital ready to invest in case they drop further.

$OIL is hovering around $100 USD Market meltdown is imminent <— This idiot just bought more SP 500 BTC Did I mess up? 🤷

@2147mill Congratulations Tom. 28,000 followers is an amazing achievement considering you barely had a few hundred followers not long ago. You've come a long way.

Hit 28k followers - thanks friends. Genuinely glad you’re all here, it’s a great corner of the internet we’ve built! Hopefully we’re all still here chatting 10 years from now sat on our yachts in the med. What would you name your yacht?🤣

@MidlClassMoney Generally yes, but they've been on a huge run and it's inevitable they will come back down at some point.

Am I completely off or would Gold and Silver not be the safe havens in times of war and inflation? Weird to see them falling like this.

@DividendTalks I'm just happy that they given up on their metaverse venture. It never really captured people's imaginations. They should concentrate on what's working instead.

$META just burned ~$80B on the metaverse… …and is now shutting it down. Stock: -25% in 6 months Valuation: ~20x Strategy: full pivot to AI Weakness? Or one of the best resets in Big Tech? I’m watching closely. Are you buying $META here? 👀

@FinanceTiger I think we will all be filling our boots if gold ever drops to $1800 again. The low $3000s is probably a more realistic target.

At $1,800 I’ll be buying gold again, but not before.

@codetocompound No problem Code to Compound. It's a very well written article and TacticzHazel is worth following as well.

@steady_profits Wow this is very deep, reads like my physics lecture note, thanks for sharing!

Photonics is one of the hottest sectors amongst investors right now, and this is one of the best and most comprehensive guide to photonics that I have come across so far. It explains what it actually is in plain English, highlights the potential risks and lists all of the companies involved in this sector.

@KiroIkigai Yes, I wouldn't be at all surprised to see institutions starting to accumulate $NBIS shares now after the huge Meta deal that was announced earlier in the week.

@steady_profits $NBIS holding green on a red tape day usually means institutional accumulation 🤝

$NBIS is showing a lot of relative strength in the past few days, which is a very encouraging sign. While nearly every stock is in the red today, in line with the overall markets, Nebius is trading 1.06% higher at $119.81. Imagine where the share price will be if the markets have a few big green days.

@TouchlineX @WeAreTheOverlap Maybe if he had turned up to that tournament and scored a few goals or even had an assist or two, it might have been more memorable for the England players and fans.

🚨🗣️ 𝗡𝗘𝗪: Wayne Rooney: "You are not getting a WORSE World Cup than South Africa in 2010. That tournament NEVER felt like a World Cup." — @WeAreTheOverlap

@Mr___JJ That was a good call. It seems to have burst into life in the last few days.

@steady_profits I think we're starting to see a reaction here with a price rise approaching 10% in the last few weeks

I sold out of a lot of my UK stocks after they went on a massive run, but after selling off sharply, there are quite a few that are starting to look excellent value once again. Vistry #VTY is probably my top pick. Having dropped from a high of 743p to 437p after a profit warning, they are now in deep value territory and now look like a decent turnaround story on a forward P/E of just 9.46 and 7.17 for this year and next year. I also like Raspberry Pi #RPI now that they have given up all of their recent gains from X user Serenity's constant posting about the stock, which got picked up by the financial media. I think their bull thesis regarding their use in small-scale AI projects is still valid, despite the price action. Another stock that I really like is Brave Bison #BBSN, now it has dropped to 72.5p. I would still like to see the share price drop back to the mid-60s, but this serial acquirer is still really cheap even at the current price in my view. Finally, I am watching several financial stocks that I have taken profits on recently, such as Man Group #EMG, Aviva, #OSB and M&G #MNG, because they have all pulled back hard, and they have all got a juicy final dividend coming up soon.