AI, networks and power give these 12 stocks some of the decade's biggest tailwinds. Micron is one of three big HBM makers; Samsara connects fleets; IonQ builds quantum computers; Ciena supplies optics; GE Vernova and Eaton serve power demand; Dell ships AI servers. Netflix, the largest paid streamer, adds ads; Coupang, Korea's largest e-commerce platform, delivers same-day; Airbnb, the largest short-term rental marketplace, adds services; Arm enters data centers; CrowdStrike secures enterprises. … Show more

Nvidia's CUDA retains developers, putting it among 12 stocks that could dominate the decade ahead. Nebius's GPU rental price rise signals demand; Fabrinet and Credo supply AI connectivity. DraftKings has betting scale; Microsoft has Azure and an OpenAI partnership; Figma anchors design work; Shopify powers stores. TeraWulf pivots power sites to AI leases; Constellation, the largest US nuclear operator, signs big-tech power deals; Meta spends on AI; Uber has autonomous-vehicle partnerships. x.com  … Show more

Netflix at 33x is too expensive for 16% revenue growth after an extremely ugly quarter. It missed its EPS guide and guided lower, is about to test short-form video, which says a lot about organic growth concerns, and its founder is leaving. By comparison, Nvidia trades at 22x growing 72% and Reddit at 21x growing 69%. x.com 

Quality and price favor these eight stocks. Amazon improves as its multiple falls; Uber generates serious cash flow; Netflix is more profitable at a lower multiple; ServiceNow grew amid multiple compression. SoFi's appeal hinges on earnings near management's long-term expectations. McDonald's ranks among the world's highest-quality businesses at one of its more reasonable valuations in years. AI disruption weighs on Adobe's valuation; Brookfield compounds assets at a comfortable long-term price. … Show more

Cash generation and market values have diverged for these twelve beaten-down stocks. Over the long term, valuations tend to follow the cash businesses produce; the charts compare quarterly free cash flow with market capitalization for Uber, Netflix, Intuit, Adobe, PayPal, McDonald's, Snap, Duolingo, Chewy, Pinterest, Reddit and e.l.f. Beauty. x.com  x.com  x.com  x.com  x.com  x.com  x.com  x.com  x.com  x.com  x.com  x.com 

Netflix is massively overvalued for its slowing growth, while Meta grows much faster at a dramatically cheaper price. Netflix guided Q2 below expectations, with only 8% growth and a revenue slowdown plus margin decline leaving meagre EPS growth, yet it trades at a big premium to the Mag 7. Price increases have reignited growth before, and there is no view on where their tipping point lies. At $75 the stock was much cheaper and could be better value again there. x.com  x.com  x.com  x.com  x.com  … Show more

Long-running revenue growth supports holding Visa, Microsoft, MSCI, Waste Management, Amazon, MercadoLibre, Meta, Moody's, Reddit and Netflix for the next decade. They are 10 "sleep well at night" stocks to buy and hold. Reddit's trailing revenue has accelerated and Netflix's has kept rising; the shaded future bars are estimates. x.com  x.com  x.com  x.com  x.com  x.com  x.com  x.com  x.com  x.com 

Growth makes these 12 potential monster buys. Reddit earns from AI data; Uber's global rides and delivery could gain AV margins; Constellation, the largest US nuclear operator, and Vistra serve AI power demand. MercadoLibre grows in Latin America; Navitas serves EVs and renewables; Costco has loyal members. Amazon spans cloud, commerce and ads; Duolingo's most-downloaded app adds math and music; CrowdStrike meets cyber demand; Visa's largest card network earns fees; SoundHound embeds voice AI. … Show more

Netflix stock needs to break its steep stage 4 decline before it is worth owning; until then it is a falling knife. It remains a far better business and stock than PayPal, an OG FAANG that should make a comeback, run quickly and could 2x–3x when it turns. The plan is to watch for a base. x.com  x.com 

AI, retail, healthcare and crypto exposure could make these 12 monster buys now. IREN builds AI cloud; Walmart grows ads and e-commerce; Netflix adds streaming ads; IonQ builds quantum computers and buys networking firms; Hims & Hers sells care direct; Coinbase earns from custody and stablecoins; Nvidia's CUDA locks in developers; Oscar targets self-insured customers; CoreWeave rents GPUs; Lumentum supplies AI optics; Block spans payments; Strategy holds bitcoin. x.com  x.com  x.com  x.com  x.com  … Show more