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I break down high-tech companies to help you invest in the best growth stocks | Former @MITLL rocket scientist turned full-time investor | $7M AUM (and growing)

Joined October 2020
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$NVDA's Q3 earnings prove that they are now UNSTOPPABLE: • Overall revenue: $18.1 Billion, up 206% y/y • Datacenter revenue: $14.5 Billion, up 279% y/y • Earnings per share: $4.02, up 593% y/y 🤯 • $NVDA's P/E now lower than $TSLA or $PLTR And their run has just begun:
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Truly terrifying $INTC
Just in time for Halloween this year
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If you missed $NVDA, this stock is next:
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This pullback is a gift. I'm buying these stocks now:
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Yeah. These stocks will make (smart) investors rich:
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If you think the AI trade is over, think again. Even by the most conservative estimates, next year will be insane:
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GPT-6 just kicked off the AGI era. If you missed $NVDA, these stocks are next:
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If you missed $NVDA, these stocks are next:
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I bought $NVDA early. I'm buying these stocks next:
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What $AMD just did is insane. Wall Street isn't ready:
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Dips don't last. I'm buying these stocks now. Don't say I didn't warn you:
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This is a historic buying opportunity:
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Dips never last. I'm buying these 5 stocks right now:
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If you missed $NVDA and $PLTR, these stocks are next. Don't say I didn't warn you:
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If you missed $NVDA, this stock is next:
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$NVDA made me rich. I'm buying these stocks next:
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Let’s talk about quantum computing: $IBM $RGTI $IONQ $QBTS IBM’s Quantum System Two is at VivaTech 2026 — and it might be the most important piece of hardware most investors walk past. Here’s why it matters, without all the industry jargon: 1. It’s modular. Instead of one big “hero” chip, System Two is built to connect multiple quantum processors into a single machine. That’s how you scale in the real world: add modules, not reinvent the whole system every time. 2. It’s production-grade, not a science experiment. The “quantum chandelier” isn’t just for show. It’s a cryogenic housing designed to sit at the heart of a rack-style setup you can maintain, upgrade, and eventually deploy in something that looks like a modern data center. 3. It targets real money problems. IBM is pointing this at chemistry, materials, and hard optimization problems — things like better batteries, new drugs, and complex logistics. Even a small edge here can have a huge impact. 4. It’s built to evolve. As better quantum chips arrive, they can be swapped into the same system instead of starting from scratch. That’s how you turn R&D progress into a compounding platform. The bottom line for investors is simple: $IBM isn’t just talking about the future of quantum. They’ve built the box it’ll run in. As quantum computing becomes a real economic force over the next decade, Quantum System Two is their ticket to that upside along with companies like $RGTI $QBTS and $IONQ
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Foxconn showed off robots assembling $NVDA Vera Rubin compute trays at VivaTech 2026. • Cable-free • Liquid-cooled • Highly automated AI infrastructure is building itself. Manufacturing is now a core part of the AI investment thesis.
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Jeff Bezos at VivaTech 2026: the future of cloud is in orbit. • Constant power via sun-sync orbit • Infinite cooling • The only question: cost. The question for investors is when, not if. Let’s see who gets there first.
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Yann LeCun (former Chief AI Scientist at $META) likened AI to the printing press at VivaTech 2026: “AI is fundamental technology that governments tell us is dangerous but can’t be stopped. Those who try will be relegated to the same kind of obscurity.” 🎤 Mic dropped.
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