HIT THE 5 STARS ABOVE PLEASE
There are still TONS of opportunities in this market.
BIG CHARTS IN THE NEWSLETTER TODAY
I sold out of some stocks like $CLF, $BAC and $TQQQ too soon, but I sold for a purpose. Make no mistake - this is a bull run. I think we continue this run so don't pay attention to the nay sayers.
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NOTES
Nippon steel to buy $x for $55/share all cash - up 25%
This caused $CLF to skyrocket in that they will not buy $X now - therefore they don’t have to spend money
$adbe and figma shut down deal and $adbe will pay $1b breakup fee - I still think $adbe under $600 is a great price
Broken up because they didn’t think they could get regulatory approval
A new indicator on Trendspider from the inventor of the bollinger bands
Small Cap category stocks
Fintech: $SOFI, $FOUR, $DLO, $MQ, $PGY
Energy/Solar: $STEM, $ENVX, $FLNC, $EOSE, $ASPN
Space: $RKLB, $ASTS, $PL
Cloud: $CFLT, $DOCN, $ESTC, $PI
SaaS: $PAYC, $GTLB, $MNDY, $HCP, $BRZE, $KVYO, $PATH, $S
Consumer: $DUOL, $HIMS, $ONON, $LMND
E-Commerce: $GLBE, $JMIA
Semis: $INDI, $NVTS, $AEHR
Biotech: $NTLA, $BEAM, $VERV, $PRME, $RXRX, $DNA, $VKTX
Medtech: $TMDX, $SWAV, $PGNY, $NNOX, $INSP
I'm currently updating my model for all my holdings & will share my 2026 target prices for each as the updates are completed -- here are my updated 2026 target prices for these five holdings 👇
1. $PLTR ~$35
2. $SNOW ~$375
3. $MELI ~$3,000
4. $DOCN ~$120
5. $CRWD ~$385
Great video on $amzn - I like this and owning this one here. He likes it if it moves past the $150 level
A good article about $nvda in 2024
Commodity roundup including oil and nat gas gas gas - J.P. Morgan less bullish on oil in 2024
Great article on ai companies in 2024
You might see more pullback with some analysts like this for $afrm
Education videos
Strategies - https://youtu.be/A0J9ThN0YGo?si=zxNJX4If1KnS6xjJ
Candle patterns - https://youtu.be/tW13N4Hll88?si=-b4ErKWQlt35dl_K
Amazing newsletter by Josh brown
Social request
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MPLX
CRWD
DJIA
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