Dear Members,
Last week, several earnings-reporting stocks delivered impressive performances, particularly those tied to AI and data center technologies. Notable names included AVGO, CIEN, CRDO, and PSTG.
The AI revolution is proving to be a far more powerful catalyst than any we've seen before. While the internet was a transformative development that accelerated technological progress, AI is now pushing boundaries even further—bringing real-time problem-solving and innovation to the forefront.
I feel fortunate to have recognized the potential of the internet and the web era early on, invested wisely, and reaped the benefits. I also saw the promise of handheld devices and urged our members to invest in Apple. Coincidentally, in 2013, we recommended NVDA and AMD on the same day. That same letter also highlighted cloud infrastructure stocks, though I couldn’t convince many members to act on those picks at the time.
Ultimately, the decision to invest is yours. My role is to share insights on emerging trends and opportunities that could help you grow your wealth.
We remain strongly bullish on sectors including AI, cloud infrastructure, networking, power and cooling technologies, and data centers. Continue holding long positions in NVDA, APPLE, ANET, MSFT, CRWV, and ALAB. We also foresee a growing role in cryptocurrencies and crypto-related stocks. Consider accumulating BITU, ETHU, SOLT, and other relevant names.
This week, earnings announcements from ORCL, SNPS, and RBRK are expected, and we anticipate positive momentum in these stocks—potentially offering attractive long entry points.
I’m currently analyzing the astro charts of two stocks and may issue recommendations tomorrow. If the signals are favorable, aggressive long positions could be warranted.
Precious metals continue to perform strongly. If silver closes above $41.78 for three consecutive days, we may see a rally towards $49.28. Gold also shows upside potential, with a possible test of $3778. Thursday could be a pivotal day for gold so stay tuned for our update.
Last week, the Thirty-Year Bond exceeded our expectations, and we booked a profit around the $118.00 level.
We advise caution with the Dollar—either avoid it or trade intraday using our daily range guidance.
Oil prices may test $57.78. However, grains and soft commodities are likely to face challenges.
Thank you & God Bless,
Mahendra & Ronak Sharma