Nathan Cross

The 7 highest-conviction growth stock groups to own over the next 5 years. AI Infrastructure: 1. $NBIS 2. $IREN 3. $CIFR 4. $ALAB Space: 1. $SPCX 2. $RKLB 3. $SATL 4. $PL Defense: 1. $ONDS 2. $OSS 3. $PLTR Optics: 1. $AAOI 2. $LWLG 3. $AXTI 4. $LITE 5. $MRVL 6. $CRDO 7. $LPTH Energy: 1. $AMPX 2. $TE 3. $EOSE Fintech: 1. $LMND 2. $OSCR Quantum: 1. $IONQ Click to learn more about high-potential stocks for free：wa.me/13473306226

Top stocks across 16 key industries. Excellent choices for long-term investors: • AI Semiconductors — $NVDA • Enterprise Software — $MSFT • Cloud Infrastructure — $AMZN • Streaming — $NFLX • AI Networking — $ANET • Mobility & Ride-Hailing — $UBER • Cybersecurity — $CRWD • Pharmaceuticals — $LLY • E-commerce Platforms — $SHOP • Consumer Electronics — $AAPL • Independent Power Producers — $CEG • Digital Advertising — $META • Power Infrastructure — $PWR • Digital Payments — $V • Data Center Cooling — $VRT • Space Economy — $SPCX Which companies did I miss?

OMG SHE JUST DID IT AGAIN Nancy Pelosi has 72% of her portfolio in just seven stocks. This is how the House Democrat is invested right now: 1) $NVDA - 16.0% of portfolio

Cheating CEOs vs their stock price and market cap. Jensen Huang's affair will make you rich. I'm buying $NVDA $AMZN Bezos 2019: $83 adj, $811B. Now $260, $2.8T $MSFT Gates 2021: $245, $1.85T. Now $534, $3.9T $GOOGL Brin 2013: $21 adj, $282B. Now $287, $3.5T Wall Street forgives faster than wives.

🚨 HEAR ME OUT The market is setting up the biggest crisis in history. Everyone is afraid of another 2008. THEY ARE WRONG. This could get MUCH worse. Look at what just happened: Chip stocks fell 12.25% in one session. The 2nd worst day in their history. -35.84% since June. Taiwan just had its worst week since 2001. -16.38% since October. Now it's restricting short selling. Korea's KOSPI: -44.94% since June. And the S&P 500? It's only 5.65% off its all-time high. It still hasn't seen the kind of panic selling that creates a true bottom. Even if this is only as bad as the Dot-Com crash, the next stops: - Chips: 2,350.59 (-74.97%) - Taiwan: 16,829.85 (-59.60%) - Korea: 4,034.35 (-19.62%) - S&P 500: 3,976.16 (-46.10%) In the Dot-Com crash, it took 20 to 31 months to get there. And the setup underneath is bigger than 2008. Foreign investors made a record $942 bn in net purchases of US equities in the 12 months to July. Higher than 2007 or 2021. The highest in Treasury data going back to 1985. The entire world wants US stocks. Margin debt: $1.48 trillion. As a % of GDP, a record 4.5%. Higher than the Dot-Com Bubble. Higher than 2021. Global debt: a record $365.5 trillion. And the Fed? It's hiking into this. Rate hike odds for December: 78%. The IMF already warned: a steep drop in AI investment could lead to a sharp fall in asset prices. Any one of these snapping would be enough to shake the world. All of them at once? Everything falls apart. I warned you back on October 23 that the AI crash had started in Korea. Since then: KOSPI: -9.58% Chip stocks: -12.50% Most people will ignore this, a few will listen. History usually rewards the few. When the real bottom hits, I'll say it here publicly. If you want to survive what's coming, follow and turn on notifications.

With everything going on around Jensen Huang I think it’s important to take a step back and look at who actually owns $NVDA. As of June 30, institutions held roughly 70% of NVIDIA’s shares. The 10 largest held almost 34% by themselves. “Institutional ownership” makes people think of Wall Street but behind those holdings are retirement accounts, pension funds and people putting a portion of every paycheck into an S&P 500 fund. The board has launched an independent investigation and expressed confidence in Jensen and his leadership team. It also said it currently has no reason to believe national security or NVIDIA’s secrets were compromised. That investigation needs to run its course. I’m not going to speculate. I’m waiting for the facts like everyone else. As an investor I want to know whether anything has compromised NVIDIA’s technology, damaged customer relationships or affected its ability to do business and grow earnings. Those are the questions that matter for the stock and for the people whose savings are invested in it.

$NVDA rebounded 2.78% on Friday after two sessions of heavy selling. Initial dip-buying interest is emerging, but the broader correction remains a concern. What actions should you take under the current circumstances? Click here to get a trading strategy: wa.me/13162084835

JUST DROPPED: GOOGLE $GOOGL REVEALS ITS FULL Q3 STOCK PORTFOLIO Here’s every single holding Alphabet reported as of the end of Q3 $83.73B of SpaceX $SPCX $912.7M of CME Group $CME $577.7M of Planet Labs $PL $568.0M of Arm $ARM $548.8M of Revolution Medicines $RVMD $547.9M of Qualcomm $QCOM $526.4M of AST SpaceMobile $ASTS $183.4M of Freshworks $FRSH $158.9M of Parabilis Medicines $127.0M of Tempus AI $TEM $90.3M of UiPath $PATH $53.5M of Neutron Holdings $50.7M of Prime Medicine $PRME $49.1M of PayPay $37.7M of Maze Therapeutics $MAZE $31.8M of Freenome $25.5M of Relay Therapeutics $RLAY $23.9M of Fervo Energy $19.2M of Ethos Technologies $16.8M of Obsidian Therapeutics $14.9M of Oscar Health $OSCR $11.6M of BridgeBio Oncology $8.2M of Sana Biotechnology $SANA $7.9M of Beam Therapeutics $BEAM $7.8M of Vera Therapeutics $VERA $4.5M of Figma $FIG $4.4M of Monte Rosa Therapeutics $GLUE $2.9M of Lyell Immunopharma $LYEL $728K of Hyperfine $HYPR

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