🚨 MARKIPLIER MIGHT BE THE BEST INVESTOR EVER The YouTuber quietly built an $8 million position in GoPro $GPRO. Less than two months later, it’s worth ~$16 million. Here's how he's done it: 1. July 13: Markiplier reports owning 13.5 million shares, an 8.5% stake 2. August 20: He discloses the passive investment in an SEC filing 3. August 31: The news goes viral and $GPRO jumps 46% 4. September 1: GoPro announces a $285 million merger with Starman Optical 5. The deal values his shares at $15.4 million in cash, plus a stake in the combined company YouTubers are outperforming institutional investors now.

So you’re telling me… Someone bought a San Francisco home for $400,000 in 2010. It’s now worth $2 million. They made $1,600,000 just by living in it. A 25yo trying to buy the exact same house today needs $400,000 just for a 20% down payment. Then another $10,388 every month for 30 years. Same house. Completely different generation.

🚨 $GRAB CEO IS BETTING EVERYTHING ON HIS COMPANY Anthony Tan bought 10,350,000 shares at an average of $2.89 this week. Nearly $30 million committed to the company he co-founded. Here's why he did it NOW. In Q2, Grab delivered: • Revenue of $997 million, up 22% YoY • Adjusted EBITDA of $168 million, up 54% • Adjusted EBITDA margin of 16.9%, versus 13.3% • Nearly 54 million monthly transacting users, up 17% Revenue is growing, margins are expanding, and adjusted EBITDA is growing more than twice as fast as sales. Meanwhile, $GRAB is trading 75% lower from its all-time high. The proposed Atome acquisition is the pivotal growth engine: Grab agreed to pay $1.49 billion for a 60% stake in the consumer-finance platform, with closing expected by Q3 2027, subject to approvals. Including Atome, leadership now targets $1.7 billion in group adjusted EBITDA by 2028 and more than 30% annualized revenue growth from 2025 to 2028. An expanding user base, improving operating margins, a larger financial-services opportunity, and a founder putting nearly $30 million behind the business. $GRAB to $10 in 2026?

🚨 $INTC TO $200 IN THE NEXT TWO QUARTERS SOUNDS INSANE… Until you run the numbers and look at how quickly the business is changing. Last quarter, Intel delivered: • $16.1 billion revenue, up 25% YoY. • 41.8% adjusted gross margin, up from 29.7%. • $0.42 adjusted EPS, versus a $0.10 loss a year earlier. • Data Center and AI revenue up 59% to $6.3 billion. The AI buildout needs more than GPUs. It also needs CPUs to run apps, coordinate workloads, and support the infrastructure around them. $INTC already sells into that demand. Higher factory yields and better utilization can spread manufacturing costs across more chips. If sales keep growing while margins recover, earnings could grow much faster than revenue. Then, there’s the foundry opportunity giving $INTC ANOTHER potential growth engine: • Manufacturing chips for other companies and supplying advanced packaging. So what gets the stock to $200? One hypothetical path is investors pricing in $5 of future annual adjusted EPS at a 40x multiple. Annualizing its $0.38 quarterly adjusted EPS guidance gives $1.52. At $200, that would be 132x that run rate. The next two quarters would need to convince investors that substantially higher earnings are coming with revenue accelerating, margins recovering, and data center demand surging. A substantial recovery is already priced in, and Intel still reported a GAAP loss last quarter. But if those improvements continue and the foundry business delivers meaningful customer wins, the market could start valuing a very different Intel. The bet is that today’s earnings dramatically understate what this business can eventually generate.

🚨 AKAMAI $AKAM MIGHT BE THE MOST UNDERVALUED AI CLOUD PLAY Everyone knows $NBIS and $CRWV. But Anthropic just committed $11.6 billion over seven years to $AKAM, with another $9 billion in potential expansion. • $AKAM: $19.3 billion valuation - 4.5x sales. • $NBIS: $68.0 billion valuation - 50x sales. • $CRWV: $50.4 billion valuation - 6.6x sales. • $NET: $128.7 billion valuation - 51x sales. Even after its post-announcement jump, Akamai trades at about 20x the midpoint of its 2026 adjusted EPS guidance. Its cloud infrastructure business generated $99 million last quarter, growing 39% YoY. The new Anthropic commitment averages $1.66 billion annually over seven years. That’s over 4x the cloud business’s current annualized revenue, although actual recognition depends on deployment timing. Meanwhile, its cybersecurity business already generates $604 million in quarterly revenue, growing 10%. You have an established business with earnings today and a major AI infrastructure expansion ahead. Nebius $NBIS and CoreWeave $CRWV are growing much faster, while Cloudflare $NET has a different business mix. But, Akamai doesn’t need a 50x sales multiple for this thesis to work. If cloud becomes a larger share of revenue and Anthropic’s commitments translate into profitable growth, both earnings and the multiple investors assign them could rise. The bullish bet is that the market could still be underestimating how different Akamai’s business might look in a few years.

🚨 NEBIUS $NBIS GETS A $399 TARGET AS CITI CUTS DROPBOX $DBX TO SELL Notable rating changes from September 24: 🟢 UPGRADES • Nebius Group $NBIS: BNP Paribas Exane Neutral → Outperform | Price target: $260 → $399 • Arcturus Therapeutics $ARCT: Citi Neutral → Buy | Price target: $8 → $20 • Welltower $WELL: JPMorgan Neutral → Overweight | Price target: $260 • Synopsys $SNPS: BNP Paribas Exane Underperform → Neutral | Price target: $420 🔴 DOWNGRADES • Dropbox $DBX: Citi Neutral → Sell | Price target: $33 → $29 • Rollins $ROL: Piper Sandler Overweight → Neutral | Price target: $46 → $33 • Alexandria Real Estate Equities $ARE: JPMorgan Neutral → Underweight | Price target: $56 • Gaming and Leisure Properties $GLPI: JPMorgan Overweight → Neutral | Price target: $46

Which will happen first? 1. $INTC to $150 2. $AMZN to $300 3. $TSLA to $450 4. $SPCX to $150

🚨 BREAKING: Trump's initial $8.9 billion $INTC investment is now worth $54 billion. If you invested $100K the day President Trump invested in Intel $INTC You'd be up 500% You're really overthinking which stocks to buy

🚨🚨🚨 REMINDER Ondas $ONDS has acquired 3 new companies in yesterday: • Insignito Solutions • Ottopia Defense • Caribou Labs The total acquisition cost was $88 million. Is $ONDS undervalued at $7.5?

"Lower the Treasury yields or become Jamaican" Bessent: