Jun. 21 at 3:06 PM
5 stocks I continue to accumulate for the long term:
$NVDA - AI chips, still the backbone of the AI cycle
$SOFI - digital banking, steady user growth and monetization path
$IREN - AI data centers, high beta infrastructure play
$HOOD - retail brokerage, benefiting from active trading cycles
$NOK - telecom and networking, turnaround + infrastructure exposure
No hype, just long term positioning and letting the thesis play out.
Next alert coming soon. If you’re not following with notifications on, you’ll usually see it after the move.