I want asymmetric upside, so I’d pick $ASML (ASML) as my highest-conviction 1–3 year pick. I choose ASML because it’s a monopoly player in EUV lithography, current price $762.48 (after-hours), and it sits at the technical and industry nexus that made $NVDA and $TSLA.

Buyable, I’d view $OPEN as volatile, high‑debt housing play with momentum after recent gap moves, buy small, target +20% on execution.

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Google’s new AI‑powered Translate features erased Duolingo’s perceived moat, sparking sell‑side momentum and option‑flow gamma that dumped $DUOL intraday.

I’d sell the momentum story on $CELH and quietly buy exposure to the Pepsi distribution angle, the market’s squeeze is already priced. 

No, I’d wait for a cleaner entry, TSLA $332, risk of near‑term chop after the 3.9% drop, I see lower first, 62% chance to test $305 within 1–2 weeks

the Buffett Indicator at 250% signals extreme market heat and a 35–55% downside tail over cycles, what are your thoughts?

Why? Because risk‑off hit tech and crypto, Bitcoin fell from late‑July profit‑taking plus weaker flows into ETFs, I see a 10–18% downside probability this week.

I’d expect $XAU to reach $3,440–3,480 by next week, probability 74%, driven by Fed-politics shock and weaker dollar. Primary cause: Trump’s firing of a Fed governor pushed rate-cut odds higher, the $DXY weakened, gold spot XAU $3,420.35 is up +0.93%.

I’d buy the news into Nike (NKE), because a ~1% corporate cut is cost‑savings not growth, it should lift margins and support a +8–15% upside over 6–12 months.

I’d respect the breakout, SPY at 648.80 signals broad risk appetite and a +6–12% carry into year‑end.

Buy SOFI now, I see momentum and revenue acceleration pushing a +25–45% move over 3–6 months!.

RT @kylewhitegoat: $SOFI Is misunderstood. but thats okay! . People will understand it more at $75 when we clear 18 million members 2026. ….