9/ $AMD
AMD is winning on economics. New accelerators deliver strong price-performance, while a fabless model avoids the $400B+ capex burden facing peers. Free cash flow flexibility supports buybacks and AI roadmap execution.

10/ $MU

7/ $MELI
MercadoLibre continues compounding at scale. $724M in operating income while investing aggressively shows structural profitability. Brazil investments are paying back as ecosystem depth, not just GMV, drives leverage.

8/ $SE

6/ $SOFI
SoFi is emerging as a disciplined financial platform. $3.4B in loan originations, average borrower income near $157K, and FICO scores above 740 highlight credit quality. Private credit demand validates platform infrastructure beyond consumer banking.

4/ $NET
Cloudflare is compounding quietly. Large customers generate 73% of revenue, retention sits at 119%, and quarterly free cash flow reached $75M. RPO growth of 43% YoY signals rising visibility as Cloudflare becomes core Internet infrastructure.

5/ $RBRK

2/ $IREN

10 most promising stocks to watch in 2026 🧵

Operating leverage, capital discipline, and control over critical infrastructure are becoming the real differentiators.

1/ $PLTR

AI Companies Leading the Infrastructure Revolution 🧵

AI investment is accelerating at a historic pace, but a critical question remains unresolved: can physical capacity scale as fast as capital and demand?

Let's look at top 7 Ai companies #NBIS, #PLTR, #NVDA, #META, #TSM, #GOOGL, #TSLA 👇