I generate positive cash flow each trading day. Feel free to do it along with me at https://discord.gg/A8jKyGAucy

Alphabet GOOG GOOGL shares surged higher on 4/23/26 after reports that the company plans to invest up to $40 billion in AI startup Anthropic, extending its role in the artificial intelligence race while also deepening ties with a key rival, according to Bloomberg. Google said Anthropic will receive $10 billion in immediate funding in cash, while a further $30 billion would depend on performance milestones, valuing the startup at $350 billion based on recent financing terms, Google said in line with earlier valuation rounds. Google said the funding would support expansion of computing capacity for AI model training, an area seen as critical as demand for data center infrastructure rises. The company continues to both compete and collaborate with Anthropic in developing advanced AI systems as firms race to scale compute resources.


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    Growth companies with AI Infra exposure with highest cash flow

    I generate positive cash flow each trading day. Feel free to do it along with me at https://discord.gg/A8jKyGAucy

    Top Growth Companies (Ex-MAG 7) with Highest Gross Margins + Strong Cash Flow + AI Infrastructure Exposure

    I focused on companies with:

    • Strong revenue growth (especially AI-related)
    • High gross margins (ideally 50%+ or expanding rapidly)
    • Solid Free Cash Flow (FCF) generation or margins
    • Direct or strong indirect AI infrastructure exposure (chips, memory, networking, power/cooling, servers, etc.)

    Please consider becoming a subscriber. You will get an exclusive access to my private discord channel where I share my real-time trades ( stocks names, entry and exit points) with you to trade along with me. I spent considerable time/effort each day in compiling the best of the best trading strategies. Discord: Join me on the success at my premium discord channel..

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    Google is poised for sustained growth

    HOW TO HANDILY BEAT S&P 500!

    $GOOGL $GOOG Google is poised for sustained growth and innovation into 2026, fueled by these key drivers:

    1) Gemini continues to advance rapidly: with Gemini 3 models leading benchmarks in reasoning and multimodality, the AI suite is deeply integrating across products, powering everything from Search to Workspace.

    2) Search is being reinvented with AI: features like AI Overviews and AI Mode are driving higher query growth and engagement, transforming Search into a more intelligent, conversational experience.

    3) TPUs are in high demand: Google’s custom chips are powering internal AI workloads and attracting major external partners, accelerating Cloud performance and efficiency.

    4) Google Cloud is surging ahead: Strong enterprise adoption of AI infrastructure and solutions has driven accelerating revenue growth, with a massive backlog signaling continued momentum.

    5) YouTube bolsters the advertising ecosystem: Robust ad revenue growth, led by Shorts and connected TV, is strengthening Google’s core monetization engine.

    6) Robotaxis emerge as a bold new frontier: Waymo’s rapid scaling, with expansions to dozens of cities and targets for millions of weekly rides, positions it as a high-potential growth pillar.

      Please consider becoming a subscriber. You will get an exclusive access to my watchlists here and my private discord channel where I share my real-time trades with you to trade along with me. I spent considerable time/effort each day in compiling the best of the best trading strategies. Discord: Join me on the success https://discord.com/invite/dPX53 .

    1. | |

      Invest and trade these charts

      I generate positive cash flow each trading day. Feel free to do it along with me at https://discord.gg/A8jKyGAucy

      It’s an open secret: Trade and invest in stock charts that look like the ones on the left — such as $PWR, $GEV, $HUBB, and $LITE — not the ones on the right, like $SOFI, $ADBE, and $PYPL .


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      A bull case for ARM Holdings

      Disclaimer: This is not financial or investment advice.

      About Arm Holdings (ARM) – Arm makes money by licensing its chip designs to semiconductor companies and smartphone makers such as Apple and Qualcomm. Arm’s latest advanced chip technology, called Armv9, generates higher royalty rates than its previous Armv8. It is also making progress in the high-end cloud server processor market by selling chip technology to Microsoft and Nvidia.

      Strong Q2 Results – Arm Holdings reported better-than-expected earnings results earlier in Nov’25. For Q2, the chip designer reported adjusted earnings per share of 39 cents, compared to Wall Street’s consensus estimate of 33 cents, according to FactSet. Revenue came in at $1.135 billion, which was ahead of analysts’ expectations of $1.06 billion. Arm also gave a strong outlook. It said revenue for the current quarter would be $1.225 billion at the midpoint of its range, versus the $1.11 billion average analyst estimate. “Arm delivers unmatched performance, efficiency, and software breadth across the full range of AI workloads,” the company said in a shareholder letter.

      Looking ahead – the company expects Q3 revenue to be $1.23 billion. Profit will be 41 cents a share. Those targets compare with analysts’ average estimates of 35 cents a share on sales of $1.1 billion. The outlook signals that Arm is beginning to see increasing rewards from investment in new technology aimed at winning a place in data centers that are being built to support artificial intelligence computing.

      I see the stock at $160-170 in next 3 months.

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      Watch List for Dec 15, 2025

      My attack plan is a to-do for myself based on my own extensive research. The plan includes PTs and SL for selected BULLISH stocks, assuming stable market (Nasdaq is within -.02% range) conditions. Geopolitical or macroeconomic events may invalidate this plan. I may revise it on the morning of the trading day before the market opens. You may pick and choose these names based on your level of risks. Disclaimer: This is not financial or investment advice.

      List of Bullish Stocks – my final list emerges in real-time about 15 minutes after the market opens. Join me at https://discord.com/invite/dPX53 to get the updates of what I end up trading on the day.

      Stock SymbolNotes (stable market = 0.2% range for Nasdaq)Enter Only at or just AboveMy 1st PTStop Loss Point
      ADBEIn a stable market
      AGIn a stable market
      ANFIn a stable market
      BAIn a stable market
      DASHIn a stable market
      GEIn a stable market
      LLYIn a stable market
      LNTHIn a stable market
      TSLAIn a stable market
      UNHIn a stable market

      Please consider becoming a subscriber. You will get an exclusive access to my watchlists here and my private discord channel where I share my real-time trades with you to trade along with me. I spent considerable time/effort each day in compiling the best of the best trading strategies. Discord: Join me on the success https://discord.com/invite/dPX53 .

    4. | |

      HIMS analysis as of April 2026

      I generate positive cash flow each trading day. Feel free to do it along with me at https://discord.gg/A8jKyGAucy

      $HIMS is sitting at a very interesting spot. Closed just above the previous resistance $30.25. A sharp rise on volume and relative strength after JPMorgan initiated coverage. A push to $34-$36 is quite possible here.

      The bank pointed to improving fundamentals and multiple growth drivers as reasons for its positive outlook. The collaboration with Novo Nordisk is targeting the fast-growing market for GLP-1 drugs.


      Please consider becoming a subscriber. You will get an exclusive access to my private discord channel where I share my real-time trades ( stocks names, entry and exit points) with you to trade along with me. I spent considerable time/effort each day in compiling the best of the best trading strategies. Discord: Join me on the success at my premium discord channel..

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