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S&P 5005,842.30+0.38%

NASDAQ18,492.80+0.53%

DOW42,780.50-0.11%

Russell 20002,218.40+0.57%

Sarah QuinnPRO@sarahq12m ago

BUYNVDA50 shares @ $142.30

$322.50(+4.53%)Open

Sarah QuinnPRO@sarahq25m ago

BUY THESISNVDA

NVDA is the infrastructure backbone of the AI era

NVIDIA's data center revenue grew 427% YoY last quarter. Every major cloud provider — AWS, Azure, GCP — is locked into multi-year NVIDIA GPU contracts. The CUDA moat is real: switching costs are enorm...

Jake Morrison@traderjake45m ago

SELLTSLA30 shares @ $352.10

$96.00(+0.91%)Open

Jake Morrison@traderjake50m ago

SELL THESISTSLA

Tesla's auto margins are compressing faster than bulls admit

I shorted TSLA at $352. Here's my bear case: automotive gross margins have fallen from 28% to 18% over the past 18 months due to aggressive price cuts. The price cuts were supposed to drive volume — t...

Alex RiveraPRO@pennywise1h ago

BUY THESISPLTR

Palantir's AIP platform is an underappreciated growth engine

Most people still think of Palantir as a government contractor. That narrative is 3 years stale. The AIP (Artificial Intelligence Platform) boot camps are converting enterprise prospects at an incredi...

Alex RiveraPRO@pennywise90m ago

BUYSMCI150 shares @ $42.30

$420.00(+6.62%)Open

Alex RiveraPRO@pennywise2h ago

BUYPLTR200 shares @ $78.50

$1,140.00(+7.26%)

Isabella Park@indexfund_izzy3h ago

BUYVOO25 shares @ $535.20

$65.00(+0.49%)Open

Isabella Park@indexfund_izzy4h ago

BUY THESISVOO

Why I keep DCA-ing into VOO every paycheck

This isn't a flashy thesis. VOO (S&P 500 index) has returned 10.5% annualized over the past 30 years. After inflation, that's about 7.5% real. No stock picking, no timing, no stress. For my risk-adju...

Mike Chen@mikedelta5h ago

BUYSPY100 shares @ $582.40

-$230.00(-0.39%)

Mike Chen@mikedelta6h ago

BUY THESISSPY

SPY $600 by year end — here's the macro setup

The Fed is done hiking. Inflation is trending toward 2.5%. Corporate earnings are beating estimates at a 78% clip this quarter. That's the trifecta for equities. The put/call ratio is still elevated,...

Sarah QuinnPRO@sarahq8h ago

BUYAAPL80 shares @ $228.50

$448.00(+2.45%)

Sarah QuinnPRO@sarahq9h ago

BUY THESISAAPL

Apple Intelligence will drive the biggest upgrade cycle since iPhone 6

Apple's installed base is 2.2 billion devices. Only 15% of iPhones are iPhone 15 or newer — the minimum for Apple Intelligence features. That means 85% of the base needs to upgrade to access the AI fe...

Jake Morrison@traderjake24h ago

BUYAMD75 shares @ $158.20

$345.00(+2.91%)

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