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Safe to say Quantum Computing became the next major theme huh? Since this post: $QUBT $1 to $17 $QBTS $1 to $9 $RGTI $0.80 to $9 $IONQ $10 to $40 Unbelievable.

Robotics is waking up again. Really acted well this week, charts are 5 star. If comparing Robotics to Quantum: $SERV = $IONQ $RR = $RGTI *my opinion only. Those are my two focus names. Still think theme is going to be a monster at some point much like Quantum Computing.

Now we have Ackman in $UBER. I don’t get loud often but Uber was a rare opportunity below $60. The earnings report Wednesday was stellar and I posted my bullish thoughts about it right after the report. Nobody wanted it under $60 but they’ll chase all the way to $100.

Software continues to stand out. $PLTR $TWLO $DOCS $NET $FTNT $TEAM all positive earnings reactions while most other groups get whacked. Money is very clearly rotating into software from hardware.

Everyone loved $TSLA at nearly $500 but nobody wants it at $365. Interesting.

People dismiss $PTON as a potential $CVNA esque story but it’s starting to play out. Generating real, positive FCF with gross profit increasing YoY. EBITDA and FCF guidance raised. Operating loss much better than expected. Greatly improved margins. This is a legit turnaround.

If Figure has an embodied AI breakthrough, it’ll send Adcock and Figure AI through the newswire like wildfire. What public company is Adcock the founder of? $ACHR The chart is primed. Could be the next $OKLO esque mover.

Outside of a few select names like $PLTR $NFLX $SPOT, earnings reactions have been pretty poor this earnings season. Holding though earnings is carrying more risk this quarter. Something to be aware of and keep an eye on.

$MNMD Just waiting on RFK to get confirmed to lead the HHS, once that happens the entire psychedelic sector should ignite. I think Mind Med leads this group. What a setup we have brewing here. Double digits soon in my opinion.

$TEM in 2025 might be $PLTR of 2024. Nancy missed Palantir. She made sure not to miss Tempus.

$UBER short term can’t overcome the Robotaxi narrative, long term this company is a juggernaut. Revenue +20% YoY EPS +386% Bookings +18% Mobility +18% Delivery +18% EBITDA +44% Net Income $6.88B vs $1.43B YoY Fantastic numbers. Uber will be a major winner in autonomy.

Today’s $AMD earnings confirmed what we already know. $NVDA has absolutely no legitimate competition. Maybe years from now but for now, Nvidia is the only game in town. This will likely continue to be the case for a long time.

I still don’t think the move in $TEM has really even started yet. It’s just building a long IPO base and hasn’t broken out yet, the fun starts when the IPO base is broken like we’ve seen with $RDDT $CAVA and $ALAB. As I said months ago, this stock will shock people.

$SNOW at $60B market cap with 26% top-line growth feels very reasonable in this AI driven software environment. When Snowflake gets SBC under control and starts to be viewed as an AI data powerhouse… If it got priced at 1/2 the current market cap of Palantir, it’s $350.

Tariffs have been weighing on $TSLA. It’s looking more like Canada and Mexico will kneel to Trump. The stock has absorbed bad earnings and now tariffs. It feels like the lid might be getting close to blowing off.

$PLTR is in rare air. Unbelievable execution with fantastic management. These types of stocks don’t come around often, what a company.

Some nice relative strength in software today. Another feather in software’s cap is they don’t export/import anything. Essentially immune to tariffs unlike hardware/physical goods. $SNOW continues to show why I’ve been so vocal about it. Major stand out.

In 2018 we had two major corrections on the S&P500, one of 10% and another around 20%. The 20% correction was initiated by a trade war with China. We’re now entering a trade war with multiple countries at once. Yes Trump loves to prop up the market but he also doesn’t prevent

My fluid plan for this week: Focus on opportunities in $META $AMZN $TSLA $TEM $BTC and software. Did you see me panicking or posting minute by minute news in all caps saying it’s over? No. Instead I posted bigger picture charts of names/themes I’m interested in, panic does

Hebrews 4:10 - always in God’s rest! 2025, cheers to more ease 🫶 Thank you Lord 🙏