Small capital → $1M in US stocks AI infra + quality growth | Open portfolio + real-time theses NFA | DYOR
Australia
Joined April 2026
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InvestmentIQ retweeted
Consensus is dead wrong on $NBIS
CEO Arkady Volozh just laid out why:
• 1+ GW compute deployed yearly
• Data centers to custom racks (dirt up)
• Software to agentic inference
Renting GPUs is a commodity. Owning the stack is the moat.
Future AI giant or hype trade? 👇
InvestmentIQ retweeted
Wall Street sees $1,000 for $META
Under $700. That's 42% upside to that target.
Earnings are approaching. What's your move?
1️⃣ Adding before earnings
2️⃣ Holding my shares
3️⃣ Staying on the sidelines
Where do you stand? 👇
InvestmentIQ retweeted
$AAOI "The asymmetric AI optics darling everyone was chasing at $230" - down 66% from the highs.
$79 with target $300 by 2028
Isn't this the ultimate risk/reward opportunity?
InvestmentIQ retweeted
🚨 MY BIDS ARE SET. I’M NOT CHASING.
I’ve got cash ready and a few levels I’m watching.
Let the panic sellers sell. I don’t need to catch the bottom. I need a plan.
Here’s where I’m looking 👇
InvestmentIQ retweeted
A flash crash separates the tourists from the compounders real quick.
Panic selling in tech provided the liquidity. Now you have $10,000 cash to deploy Monday morning.
ONE stock. No selling until 2030
Which stock looks like the best opportunity after this sell-off? 👇
InvestmentIQ retweeted
Most people are still pricing $AVGO like a traditional semiconductor stock. That is a massive category error.
A $1,000 target by 2028 sounds aggressive until you actually look under the hood.
The trifecta:
1) Custom silicon for $GOOG, $META and the biggest AI buyers - AI semi revenue already hit $16.7B in one quarter (+221% YoY) and management is guiding toward ~$230B by FY2028.
2) The switches literally required to build the clusters - Broadcom owns ~70%+ of merchant data-center switch silicon (Tomahawk/Jericho).
3) VMware turning it into a high-margin enterprise software machine - ~93% gross margins and the subscription transition is largely done.
Ignore the daily price action.
Management is targeting >$30 EPS in FY2028.
Do the math.
See you in 2028.
$AVGO - “The mega-cap everyone was chasing at $480” - down 32% from the highs.
$340 with target $1000 by 2028
Isn’t this a generational opportunity?
InvestmentIQ retweeted
$AVGO - “The mega-cap everyone was chasing at $480” - down 32% from the highs.
$340 with target $1000 by 2028
Isn’t this a generational opportunity?
InvestmentIQ retweeted
$NBIS FinX's absolute hottest AI runner - down 45% from the highs.
$166 with target $800 by 2028
Isn’t this a generational opportunity?
InvestmentIQ retweeted
🚨 3 GROWTH STOCKS AT MAKE-OR-BREAK LEVELS.
Lose these levels, and price could fall into a liquidity void.
Hold them, and peak fear could create asymmetric upside.
3 charts. 3 lines in the sand.
More downside or a big reversal? 👇
InvestmentIQ retweeted
Charted 3 setups for this week as promised: $PLTR , $CVX & $AMZN .
Left out other names because the setups weren't there.
For a 5-day hold, I prefer $AMZN. It's broken out of a 3-month pennant with a clearly defined stop-loss.
Details Below 👇
Let’s print money together this week - on my dime.
I’m deploying $2,000 cash into a trade chosen entirely by this community.
• If it dumps: I eat 100% of the loss.
• If it runs: 100% of the net profit goes straight to you.
The Rules:
Drop 1 legitimate ticker with an explosive setup this week. (No penny pumps, zero-liquidity microcaps, or meme coins).
Top 2 setups face off in a 24-hour head-to-head poll.
Execution: Pick locked 2 hours before Monday open. Bought in pre-market (or 9:30 AM open bell).
Order receipts posted within 15 minutes.
1-week hold max.
The Split:
• 50% of profits go to whoever called the ticker first.
• 50% split among everyone who votes in the final poll.
Drop your ticker + 1-sentence bull case below with charts if possible. 👇
InvestmentIQ retweeted
🚨 $ASTS JUST GOT A NEW COMPETITOR - AND IT'S NOT AN ORDINARY ONE.
$SPCX just got the green light to bypass carriers entirely.
Don't abandon the $ASTS thesis on this news. But don't underestimate the threat either.
The real question is no longer just whether direct-to-device technology works.
Can ASTS scale a profitable network fast enough to compete with a vertically integrated giant that controls its own launch capabilities and is building its spectrum position?
Technical execution was phase one.
Economic execution is phase two.
🅰️ $T and $VZ give ASTS the distribution advantage.
🅱️ $SPCX has the scale and infrastructure to dominate.
Which side has the stronger thesis? Make your case👇
InvestmentIQ retweeted
Charlie Munger famously noted that:
"If all you ever did was buy high-quality stocks on the 200-week moving average, you would beat the S&P 500 by a large margin over time."
So here are 8 quality growth stocks that are currently trading close to their 200-week moving average:
- Alibaba $BABA
Forward P/E:
2027 = 20.6
2028 = 13.1
2029 = 9.44
Free cashflow yield:
2027 = (1.81%)
2028 = 1.48%
2029 = 4.53%
InvestmentIQ retweeted
Hope I saved some bucks for you all. 💰
A nice entry is coming very soon - just not quite yet. Stay patient. 👀
$RKLB $CRDO $NBIS $MRVL $HOOD
THE SCOREBOARD:
Monday: Posted 6 reversal setups
Wednesday: Only 1 is working
This is why you wait for confirmation. 👇
❌ $NBIS - Rejected under $250.76
❌ $RKLB - Still under 21 EMA $76.91
❌ $CRDO - Can't break EMAs
❌ $HOOD - Weak, failed 21 EMA
❌ $MRVL - Stuck under $290
✅ $NVDA - Only one holding
Entered $NVDA.
Levels first. Trade second.
Week close will decide the rest.