NVDA

Nvidia (NVDA)

FVRRCOINBitcoinRCLARAYROKUMARAPSFEMCDSMRWBDgoldFSAMDECKQBTSUBERRIVNRDDTAPDelon muskSTZSQSMPLPYPLFIVERYCEYTJXDEOVZLMNDTSLAASTSPAYOAMDPHMCELHstarlinkLRNFDXOSCRLEVIBBYCAVAGrokAAPLAXPCMGINVZPODDLOWtariffsUALRRAMZNTGTAEOSHOPONONDGMETABBOPENCOSTPARAELVTSCONKEUPWKPEPNVDAIONQINODREALHDFIGGMMSFTGAPMGNITDUPTPRBUDWMTDALGOOGLTAPBHBIRKAALDASHODDIBITSOFIMNSTcryptoDLTRCROXLINMSTRSCHWIBMRKTDSPDISHNCLHURBNVPTONRGTICTASSONODUOLTMUSUNHSNAPSPOTCVNANFLXTSBUXNOTEADBEsilverSmall CapsETSYPINSLUVOilSOUNAMBAOKLOTTDHUMLEUHIMSDDOGLULUIranKMXUPSCCLHOODearningsBROSADDYYRLAUR
BitcoinBitcoin
+4+4
LikeFolio Weekly Roundup

LikeFolio Weekly Roundup

he Next Great Tech Race May Be Won in Orbit

Megan Brantley
PHMPHM
+1+1
Nvidia (NVDA) just found a gigawatt of compute hiding in your neighbor's garage

Nvidia (NVDA) just found a gigawatt of compute hiding in your neighbor's garage

We're not kidding.

Megan Brantley
BitcoinBitcoin
+4+4
The Iran Dip-Buyer's Playbook

The Iran Dip-Buyer's Playbook

Everyone's leaning one way. History says lean the other.

Andy Swan
RRRR
+2+2
LikeFolio Weekly Roundup: NVDA, META, RR

LikeFolio Weekly Roundup: NVDA, META, RR

Nvidia (NVDA) earnings were front and center this week as the market bet on the future of AI....

Andy Swan
NVDANVDA
The hidden plays from NVDA earnings call

The hidden plays from NVDA earnings call

Two buried details from the Q4 earnings call reveal where the next wave of AI profits may come from — and which stocks are best positioned to ride it.

Andy Swan
BitcoinBitcoin
+7+7
LikeFolio Weekly Roundup

LikeFolio Weekly Roundup

We see a major opportunity emerging in small-cap stocks (and have 5 top picks in mind); NVDA surges after earnings. Here's how our biggest movers fared this week...

Ian Dewey, +1
BitcoinBitcoin
+8+8
LikeFolio Weekly Roundup

LikeFolio Weekly Roundup

Here's an update on core names in our portfolio, and a bonus preview of our trade of week. NFLX reports after the bell today and we have a hot call.

Megan Brantley
NVDANVDA
At what point are we buyers of $NVDA?

At what point are we buyers of $NVDA?

The question we keep asking ourselves at LikeFolio. Here's how we see it...

Megan Brantley
NVDANVDA
Nvidia (NVDA) Earnings Deep Dive

Nvidia (NVDA) Earnings Deep Dive

NVDA earnings are out. Here's what we learned. Plus, uncertainty dinged one of the names in our core conviction portfolio last week. LikeFolio metrics confirm best of breed status. Here's what's driving the company's next phase of growth...

Megan Brantley
AMDAMD
+3+3
Founder's Call: Deep Seek Reaction and A.I. Opportunities
Premium

Founder's Call: Deep Seek Reaction and A.I. Opportunities

MEMBER EXCLUSIVE: Why Monday's semiconductor selloff was a major overreaction (and what it means for A.I. investors)

Andy Swan
NVDANVDA
Is Nvidia (NVDA) Really Doomed? Here’s Why We Don’t Think So

Is Nvidia (NVDA) Really Doomed? Here’s Why We Don’t Think So

DeepSeek’s announcement sent shockwaves through the market, but Nvidia’s story is far from over. Here are 2 major opportunities for investors amid the volatility.

Megan Brantley
BitcoinBitcoin
+8+8
LikeFolio Weekly Roundup
Premium

LikeFolio Weekly Roundup

The new Trump adminstration ushered in a strong week for our portfolio, driven by lofty goals for AI investment and a loosening of regulations at large. Here's an overview of the biggest movers in our portfolio this week.

Megan Brantley