Western Digital is mentioned as a stock that has gone parabolic, suggesting that while it can be managed, the early stages of the parabolic move are over.
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2 HYPER GROWTH STOCKS I just bought‼️
The creator discusses several stocks, focusing on AMD, SoFi, and Celsius Holdings. They express strong bullish sentiment towards AMD, highlighting its growth potential driven by CPU and GPU demand, and fundamental business model changes. SoFi and Celsius are also presented as hyper-growth stocks with impressive earnings. The creator contrasts these with companies like Qualcomm, which they believe is trading on hope rather than fundamentals. The discussion also touches on broader market trends, including the AI boom, consumer spending, and inflation, with a generally optimistic but cautious outlook.
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Tickers discussed in this post
Broadcom is mentioned as a chip name that is part of the SMH ETF, which has seen significant gains but also volatility.
Intel is mentioned as a chip name that is part of the SMH ETF, which has seen significant gains but also volatility.
Palantir is mentioned as a stock where significant money was made by early investors, suggesting that while further gains are possible, the major opportunity has passed.
Qualcomm is viewed as a stock trading on hope rather than strong fundamentals, with its significant price drop indicating potential weakness compared to AMD.
Nvidia is mentioned as a beneficiary of the AI boom and potential Chinese market opening, similar to AMD, but the creator focuses more on AMD's current fundamentals.
Micron is discussed as a stock that has had a significant run and may still have further to go, but the creator emphasizes that the time for the biggest gains may have passed.
Celsius Holdings is a hyper-growth stock with triple-digit growth across the board, particularly in revenue and net income, making it an aggressive buy, especially under $30.
SoFi Technologies is identified as a hyper-growth stock with incredible fundamentals and the potential to become a $50-$100 stock long-term, making it a buy.