Peacock 🦚 fund: 12/2025 $ALAB, $AMZN, $APP, $AVGO, $AXON, $CLS, $CRWD, $DDOG, $GOOG, $HOOD, $MELI, $META, $MSFT, $NET, $NFLX, $NVDA, $PLTR, $RKLB, $TMDX, $TSLA, $U, $V, $VRTX, $ZS ROE: Since inception ~ + 913% YTD: ~ + 92% SP : ~ + 16%

$CRDO ( YTD return ~120%, holding since mid-2025~ $51. Nothing to dislike about 126% rev growth, 26% net margin with real hyperscaler adoption. Credo has moved from relevance to necessity for any AI infrastructure with their high-bandwidth-low-power interconnects Target: $200

$HOOD | +217% YTD (holding since 2023 @ $9). Their new products and refinements are driving strong share gains and upmarket expansion. Q3 was stellar: net revenue doubled YoY, margins expanded sharply, with strong growth in transaction and crypto trading. Heading to $150

GOOG | +85% YTD (holding since 2017, ~$2 adj). I see Google as the most valuable company in 2026. You gotta love the most fully integrated hyperscaler with massive AI CapEx, TPUs monetizing, stakes in SpaceX & Anthropic, expanding robotics, and potential Gemini-Apple upside.

$CRWD ( my YTD return ~ 45%. Holding since 2022@$124) CrowdStrike remains the gold standard in cybersecurity, with NNARR growth set to reaccelerate. As a key AI beneficiary, Street estimates look low. I could see $700 within 12 months as Falcon drives durable growth into 2026.

$AVGO (my YTD return ~ 55%. holding since mid 2021 @$5 adj) Broadcom isn’t just a commodity chip maker but leader in custom AI accelerators and high-speed networking. With a massive AI backlog,VMware software leverage,diversified chips, and strong cash flow. AVGO heading to $450

$APP: ( my YTD return~ 130%. Holding since mid 2024 ~ $83) Applovin has been the dominant mobile advertising power. With accelerating e-commerce, scalable AXON Ads, expanding AI creative, strong margins, low leverage and AI-driven ad tech support, I anticipate $800 price tag

$ALAB ( my return~ 190%. Holding since mid 2025~$61) Astera is changing the connectivity of AI and cloud data centers with shift to Scorpio fabrics ramping in 2026. IPOed ~$36 (Mar 2024) with double-digit growth and impressive finance. My target ~$250. Long shares & calls

Holdings into 2026: what & why $AMZN ( my YTD +25%, holding since 2013 @ ~$2.3 adj). Never-sell! Unmatched marketplace + ads, accelerating AWS (+20% YoY), global scale, expansion into cloud gaming, healthcare, media, robotaxi & drones. $300 by 2026. Long shares & calls

Merry Christmas to all. Baby Jesus was born some 2,025 years ago with a message of love and forgiveness. The world He lived in is very similar to our world today. May we embrace His holy birth and His eternal message 🎄

That didn’t take long. $ABVX is up on rumors $LLY may be interested in an acquiring the French company. Still, Abivax could carve out a niche in ulcerative colitis: in two Phase 3 trials, obefazimod showed significant remission vs placebo, even with ~50% prior therapy failures📈

6- 6- With the ‘AI revolution,’ or the ‘4th Industrial Revolution’ generating endless hype and meme frenzy, reality will eventually check in, and the ‘show-me’ moment will arrive: some of the 2025 winners will solidify their progress in 2026, while others may struggle or even

5-Emerging markets are likely to outperform in 2026, supported by a weaker U.S. dollar, a potential Russia‑Ukraine peace deal, China’s continued dominance as an exporter, and economic improvements in the Middle East and Latin America. favorites: $TSMC, $ASML, $BABA, $SPOT, $MELI

4- M&A activity in the biotech sector is to ramp up as some big pharma face patent expirations and smaller companies with potential blockbuster drugs become attractive acquisition targets. My favorites are $INSM, $KYMR, $PRAX, $PTCT, $ARWR, $ABVX, $MDGL, $ALNY, $MBX

3- Some drone players will soar in 2026: UAVs and Drone‑as‑a‑Service (DaaS) in both commercial and military aviation are to expand further, with new technologies driving growth across industries. My favorite is $RCAT if they can upscale production to meet the SRR massive contract

2- The space race is set to accelerate in 2026. NASA’s Artemis 2 and China’s Chang’e missions for lunar exploration, commercial players are expanding missions and communication- military infrastructure, and SpaceX going public could further boost investment in that sector

My 6 predictions for 2026: 1- $GOOG is set to become the world’s most valuable company — the fully integrated and diversified hyperscaler, with massive CapEx on AI infrastructure, strategic stakes in SpaceX and Anthropic, TPUs ready to sell, and a potential Gemini deal with Apple

So $TSLA hits all time high today📈 Tesla criticism comes from those who can’t see the bigger picture. Naysayers focus on short-term market fluctuations, and public controversies. If you do your homework and believe in Tesla’s mission, the short-term noise should be irrelevant.

Biotechs I’m watching for options-driven upside, similar to $ARWR and $PRAX: $DNLI – FDA review ongoing for tividenofusp alfa in Hunter syndrome, with a PDUFA decision expected in April 2026. $ANRO – Multiple CNS clinical readouts expected in 2026 that could drive volatility

My swing trades: $AMD, $ARWR, $ASPI, $CIFR, $CRCL, $CRDO, $INSM, $IONQ, $LUNR, $MP, $NUGT, $QS, $RBRK, $RCAT, $UPST

Changes made in November : Dropped: $CRWV , $QURE Added : $V , $U