The creator suggests Tempus AI is a buy as it is down 50% from highs despite business growth.
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The creator categorizes various stocks across aerospace, energy, and healthcare sectors as 'too late', 'ear...
The creator categorizes various stocks across aerospace, energy, and healthcare sectors as 'too late', 'early', or 'right now' based on recent performance and growth potential.
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Tickers discussed in this post
The creator identifies Schrödinger as an early-stage AI drug design play, noting it is not yet profitable.
The creator warns that Moderna is 'too late' after a 176% single-day jump, suggesting waiting for pullbacks.
The creator highlights Vistra Corp as a buy due to high demand for data center power.
The creator views Canadian Solar as an early-stage opportunity despite profits not being expected until 2027.
The creator advises against buying Bloom Energy at current levels, suggesting it is 'too late' after a 400% gain.
The creator suggests AST SpaceMobile is a buy as it is down 55% and has potential to double.
The creator recommends a small position in Honeywell Aerospace as it is early in its spin-off phase.
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