Having invested in US stocks for eight years, I've experienced both the euphoria of bull markets and the trials of bear markets. Here, I'd like to share my insi
$IREN 🧠 The AI story is exciting, but the market eventually demands cash flow. Can IREN turn massive infrastructure spending into sustainable profits? That's the real question. #AIStocks
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$AMPG 📡 5G Open RAN, satellite communications, and advanced RF technology put this company in several interesting markets. $17M+ in Q3 orders adds to the story. Can revenue growth catch up with the opportunity? That's what I'm watching. #AMPG
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$MRVL 🧠 Great AI story, but here's the catch: strong business growth doesn't automatically mean strong stock returns. Expectations and valuation matter. I'll be watching revenue guidance, custom-chip demand, and margins. #Stocks
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$ABVX 💰 One thing bulls can point to: Abivax expects its cash runway to extend into Q4 2029 following its major capital raise. That gives the company more room to pursue its regulatory and commercialization plans. Now execution has to deliver. #ABVX
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$APLD 📈 AI data centers aren't built overnight. Long-term leases, power availability, and construction execution will determine the winners. APLD has ambitious plans — now it's about delivering capacity on time and generating returns. #AIInfrastructure
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$KEEL 📈 The transition from Bitcoin mining to AI infrastructure could be a major long-term opportunity. But strategic pivots take time, capital, and execution. The question is whether KEEL can turn its infrastructure pipeline into durable shareholder value. #KEEL
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$BB 📈 One area I'm watching is software-defined vehicles. As cars become more software-driven, reliable operating systems become increasingly important. QNX has a real opportunity here. The key is turning design wins into long-term recurring revenue. #BB#Automotive
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$IOVA 📈 Amtagvi is becoming the key commercial driver. Management now expects $410M–$420M in 2026 revenue. If demand keeps growing and manufacturing efficiency improves, the path toward profitability could become more interesting. #Biotech
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$UBS 💰 Next catalyst: October 28 earnings. I'm watching wealth-management inflows, investment banking performance, buybacks, and management's comments on Swiss capital rules. The details could matter more than the headline profit. #UBS#Earnings
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$CRWV 📈 AI infrastructure could be a multi-year opportunity. CoreWeave has major customer commitments and specialized GPU cloud capacity. The long-term bull case is compelling, but sustainable margins and disciplined financing will decide the outcome. #AIInfrastructure
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