Ideas on Stocks & Trends

“never a financial advice, just personal ideas”

2026

01.07.

New Year same hype. Memories DRAM in high demand as the essential part of all new happening in the modern world as the new era of innovation.

EVs, infrastructure for cooling and data houses for AI, infrastructure for energy transformation. And of course the raw material to build all this is also important copper (all time high)

12.17.

It seems to be the “fear of wall” everyone is shouting loud AI bubble. We tell you the trick (our & big investors experience) when ita known and said in advance it never comes however the opposite. Which will create FOMO and even bigger hype. For a while. Obviously when everyone will be in comfort its not a bubble but something the best in rwcent years, so that is the time when it will strike from “nowhere”.

12.15.

DELL seem to be a good choice for the AI infrastructure build up. Also FCX getting in shape after the mine operations issue. And we still have couple of days before 2025 YE to get the profit from AI, memory, infrastucture of this new era till 2030.

12.08.

Chrisrmas rally coming or passed by? LETS SEE the main drivers. AI, chip & memory producers still hold. But watch out and start to think on the companies which are already able to monatise these on scale META, Google. And dont forget all the infrastrucrure and raw material refinery which are essential to the industrial revolution 4.0

11.05.

How long will the AI rally goes before the bubble burst? Still have the christmas rally and maybe after? Scion capital latest 13 F shows already put options on Nvidia & Palantir. Lets see and be less greedy nowadays perhaps.

10.30.

AI pop up done. MU, AMD as potential rival of NVIDIA and backed up currently with Sam’s order. (only commitment but not real business yet;p) So this made the Sept rally. Also accompanied by data storage company like Seagate. And the new story, buy everything around of it.

Example, how they fuel the energy demand. Answer modular nuclear power. What do you need for that? Raw material, Facility to build and all the other infrastructure for that like provided pumps&valves by Flowserve to cool the energy and data centres (30% daily pop yesterday);p

Prepare for AI& robots in the factory and soon in elderly care and home. And for all the infrastructure producer potentila rise, which need to support all these new era to be built. Next 5 yrs story ON

09.26.

Bit ups and downs, but overall MAGA(I) stocks keep standing and looking for to setup to the Christmas rally. Meanwhile finally Barrick made the 70% gain what was embedded due to 50 % gold price surge. Copper also on the way up due to FCX recent issues. But provide a great opp also as from raw material the upcoming 5 yrs is the era of lithium and copper.

09.10.

The start of the AI and data centres boom 2nd round. Oracle reported 500 MRD USD in the order books and collabs with chipmakers. So future tech story for 10 yrs granted. Same as was Appl and FB and Netflix 2014-2024, magnificent 7. Now lets call them the MAGA(I). Magnificent Artifical Intelligence stocks. (all rights reserved)

09.08.

09.01.

New month. New beginnings. Last week correction correction in US and EU. Inflation expectation is coming back in the 300 million county, but despite that Fed rate cut expected so good option to a run from sept-dec. Meanwhile gold is still high and miners are start to show this. (25% increase in Freeport). Also important to watch the outcome of french politics.

08.06.

Month end new tariffs & agreements related to this. Lets see why does it matter. Tech AI, memory and chip producers, mining companies

Reporting season. Watch out the good old big US banks charts. MS JPM & Citi

Time to pop further?