🚨Agentic AI apps like Muse with agents working in the background use significantly more compute capacity.🚨 🧵Here are 6 names some names that benefit from this trend: 1/ $NVDA - NVIDIA The compute backbone of the AI era. Every agent running in the background burns GPU cycles, and nobody sells more of them than Nvidia.

Investing is like 60% emotions and your temperament. If you don't have the temperament to hold through market volatility and you end up panic selling and buying into FUD there's no point in even trying to be a stock picker. Most people have the intelligence. Most lack the temperament.

The portfolio ended the week slightly lower on the last trading day of the week. Top losers:🔴 $META -3.33% $NOW -1.57% $SOFI -1.31% Top winners🟢 $AXP +1.06% $CEG +0.63% $GOOGL +0.46% Hoping everybody has a wonderful weekend.

I was buying: 🔹 $AMD at $100 it ran 🔹 $GOOGL under $200 it ran 🔹 $META under $600 it ran Now I am buying $AMZN $QCOM $CEG they are next to run. All you have to do it drop a follow and set notifications and you get all this alpha for free.

AI computing is moving to the edge. $QCOM owns the edge. Jensen said to buy $QCOM. I listened. 🔹Auto & IoT: smart glasses, smartwatches, 5G automotive chips 🔹Data center: $AMZN and Humain (Saudi Arabia) deals Every one of these runs on edge compute and nobody does edge compute better than $QCOM. Are you bullish on $QCOM?

I have used Muse for a handful of days now and I love it. I am hard pressed to find someone who has not had a good experience. Things I had it do for me so far: 🔹 Plan an itinerary for a potential trip later in 2026. 🔹 Create a P&L for a rental property I have and make recommendations. 🔹 Clean up spam emails in my inbox and help me draft and send emails on my behalf. This is the first product that is not only a chatbot — it actually performs tasks for you. This is the best product since ChatGPT. Congrats to Mark Zuckerberg and the team, they really knocked it out of the park with this one. Have you tried it what has your experience been?

Semis are lower for the most part today except for $QCOM which got a deal renewal with $APPL.

$AMZN has lagged the S&P and most of the Mag 7. Right now it looks like the most obvious buy in the market and position I want to keep accumulating.

Crude oil pulls back off its highs on reported discussions to reopen the Strait of Hormuz. This is the 50th time we've heard a deal is being worked. I have very little confidence anything comes of it.

🚨Agentic AI apps like Muse with agents working in the background use significantly more compute capacity.🚨 🧵Here are 6 names some names that benefit from this trend: 1/ $NVDA - NVIDIA The compute backbone of the AI era. Every agent running in the background burns GPU cycles, and nobody sells more of them than Nvidia.

Gm FinX, The portfolio continues to make new highs carried by the tech and semi trade. How much longer can the market keep grinding higher with oil elevated and the 10 year above 5%. Hoping everybody has a great day.

What stock are you the most bullish on at todays prices?

Stock futures overnight are lower.🔴

$COST earnings are out.🚨 🔹Revenue: $95.7B (+11.1% YoY) 🟢 🔹EPS: $6.75 (+15.0% YoY) 🟢 $COST is a fantastic company but is extremly overvalued. Paying a forward PE of 42.8x for it will lead to bad returns going forward.

$SOFI continues to struggle as interest rates make new highs. In spite of higher rates, $SOFI keeps putting up fantastic earnings. They continue to add new products, increasing cross-sell — and they became the first nationally chartered bank able to settle stablecoin transactions, opening up a whole new growth engine of fee-based revenue. Last quarter: 🔹43% revenue growth 🔹Product growth: 36% 🔹Member growth: 32% 🔹EPS growth: 50% (massive operating leverage with cross-sell) $SOFI is a stock you just have to be patient with — eventually the fundamentals will win out.🚀