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Patient Investor @patientinvestor · May 17

Stocks Trading Below 20x Earnings:

Sandisk $SNDK 8x
PayPal $PYPL 8x
lululemon $LULU 9x
UiPath $PATH 12x
Novo Nordisk $NVO 12x
Walt Disney $DIS 13x
Salesforce $CRM 13x
JPMorgan $JPM 13x
Pepsi $PEP 16x
American Express $AXP 17x
Meta $META 18x

$AXP $CRM $DIS $JPM $LULU $META $NVO $PATH $PEP $PYPL $SNDK

Patient Investor @patientinvestor · May 17

RT Patient Investor
Stocks Trading Below 20x Earnings:

Sandisk $SNDK 8x
PayPal $PYPL 8x
lululemon $LULU 9x
UiPath $PATH 12x
Novo Nordisk $NVO 12x
Walt Disney $DIS 13x
Salesforce $CRM 13x
JPMorgan $JPM 13x
Pepsi $PEP 16x
American Express $AXP 17x
Meta $META 18x

$AXP $CRM $DIS $JPM $LULU $META $NVO $PATH $PEP $PYPL $SNDK

RonnieV @TheRonnieVShow · May 8

Google bought $OSCR and $PATH ✍️

Evan: Google $GOOGL just released its updated 13F filing which shows all the stocks it owned as of the end of Q1:

Arm Holdings $ARM - 1,960,784 shares
AST SpaceMobile $ASTS - 8,943,486
Autolus $AUTL - 698,262
$BEAM - 321,604
BridgeBio Oncology $BBIO - 2,823,126
CME Group $CME -

$ARM $ASTS $AUTL $BBIO $BEAM $CME $GOOGL $OSCR $PATH

RonnieV @TheRonnieVShow · Apr 13

Bottom on SaaS could be in.

I’m seeing heavy buying.

$MSFT $IGV $NOW $ZETA $PATH $NET

This post aged well. 🤝

RonnieV: Politicians are buying $MSFT calls.

Options flow is loading $IGV calls.

RSI at 2008 & 2022 levels.

Williams %R just hit the green barrier again.

Software has now completed the same measured move as the 2022 bear market.

Not calling bottom.

But historically… this zone has

$IGV $MSFT $NET $NOW $PATH $ZETA

Black Panther Capital @BlackPantherCap · Apr 1

THE AI SUPPLY CHAIN — COMPLETE MAP

I've spent a few hours mapping the entire AI supply chain. Hyperscalers are spending $750 billion. These are the 42 companies building, powering, and deploying AI from start to finish.

Every layer. Every sector.

Bookmark it. Feel free to add companies in the comments.

Layer 1: Chip Equipment (the machines that build the machines):
$ASML
$AMAT
$LRCX
$TSEM

Layer 2: Foundry & Fabrication (where chips are born): $TSM
$GFS
$INTC

Layer 3: GPU / ASIC / CPU (the AI compute engines): $NVDA
$AVGO
$AMD
$MRVL

Layer 4: Memory & HBM (the bandwidth bottleneck): $MU
$WDC

Layer 5: Photonics & Optical Interconnects:
$COHR
$LITE
$AAOI
$POET
$MTSI
$ALMU

Layer 6: Data Center + Space (the physical home of AI):
$IREN
$NBIS
$CIFR
$WULF
$EQIX
$RKLB
$ASTS
$PL

Layer 7: Cybersecurity (every new AI system is a new attack surface):
$CRWD
$PANW
$ZS
$NET
$S
$FTNT

Layer 8: AI Software & Automation (where the ROI shows up):
$PATH
$PLTR
$NOW
$HIMS
$DDOG
$SNOW
$MDB
$SOFI

Layer 9: Defense & End-Use (where AI becomes operational):
$ONDS
$OSS
$RKLB
$AMPX
$LHX
$RTX
$NOC
$PNG.V

Every company on this list has either government budgets, hyperscaler contracts, or can potentially benefit from the AI build it somehow.

Save this. And if you found this valuable, you should follow me.

The market won't be red forever.

-BP

Please note: This is not financial advice.

$AAOI $ALMU $AMAT $AMD $AMPX $ASML $ASTS $AVGO $CIFR $COHR $CRWD $DDOG $EQIX $FTNT $GFS $HIMS $INTC $IREN $LHX $LITE $LRCX $MDB $MRVL $MTSI $MU $NBIS $NET $NOC $NOW $NVDA $ONDS $OSS $PANW $PATH $PL $PLTR $PNG $POET $RKLB $RTX $S $SNOW $SOFI $TSEM $TSM $WDC $WULF $ZS

RonnieV @TheRonnieVShow · Mar 28

People confuse volatility with being wrong.

I’ve seen this movie before:

Early on…
$TSLA
$PLTR
$NVDA
$META
$AXP
$SHOP
$ONTO
$DOCN

Looked wrong.
Then looked obvious.

Now seeing similar setups forming in:
$ZETA
$OSCR
$MBLY
$DLO
$TEM
$PGY
$FLNC
$SOFI
$HOOD
$AMPX
$PATH

Great investments rarely feel comfortable early.

$AMPX $AXP $DLO $DOCN $FLNC $HOOD $MBLY $META $NVDA $ONTO $OSCR $PATH $PGY $PLTR $SHOP $SOFI $TEM $TSLA $ZETA

RonnieV @TheRonnieVShow · Mar 28

https://x.com/TheRonnieVShow/creator-subscriptions/subscribe
27 Bullish and Bearish setups analyzed heading into next week.

Detailed Technical analysis, levels, targets, and more...

Ticker List:
$NVDA $META $AMZN $NFLX $ZETA $OSCR $OUST $NBIS $MSTR $AVGO $ORCL $COIN $ASTS $SOFI $HOOD $IREN $CIFR $PATH $LMND $TSLA $PLTR $AMZN $ONDS $CRWD $MAGS $AMD $GOOGL

Subscribe for $10/month

$AMD $AMZN $ASTS $AVGO $CIFR $COIN $CRWD $GOOGL $HOOD $IREN $LMND $MAGS $META $MSTR $NBIS $NFLX $NVDA $ONDS $ORCL $OSCR $OUST $PATH $PLTR $SOFI $TSLA $ZETA

RonnieV @TheRonnieVShow · Mar 23

$AMPX $DLO $FLNC $MBLY $OSCR $PATH $PGY $SOFI $TEM $ZETA

RonnieV @TheRonnieVShow · Mar 4

$PATH five years ago:
• ~$11/share
• ~$892M revenue
• ~Negative $55M FCF
• Net income negative
• ~9,100 customers
• ~200 >$1M ARR customers

$PATH today:
• ~$11/share
• ~$1.78B revenue
• ~$335M+ FCF
• Net income positive
• ~10,800 customers
• ~316+ >$1M ARR customers

Price unchanged. Trajectory transformed.

$PATH

Black Panther Capital @BlackPantherCap · Feb 26

My dad invest based on good news…

Should we tell him?

$PYPL $NVO $DUOL $HIMS $PATH $EOSE

$DUOL $EOSE $HIMS $NVO $PATH $PYPL

RonnieV @TheRonnieVShow · Feb 18

They loved it then but hate it now…

$SOFI at $32 not $20
$IREN at $76 not $42
$CIFR at $25 not $15
$ZETA at $24 not $15
$FLNC at $33 not $17
$PATH at $19 not $11
$RKLB at $99 not $74
$ONDS at $15 not $11
$TEM at $104 not $55
$OSCR at $23 not $13
$NFLX at $134 not $77
$UBER at $102 not $72
$ASTS at $129 not $84
$UBER at $102 not $72
$NBIS at $141 not $100
$HOOD at $153 not $75
$PLTR at $207 not $135
$LMND at $100 not $65
$MSFT at $555 not $399
$META at $796 not $638
$AMZN at $258 not $204
$CRWD at $566 not $415
$SNOW at $280 not $176

$AMZN $ASTS $CIFR $CRWD $FLNC $HOOD $IREN $LMND $META $MSFT $NBIS $NFLX $ONDS $OSCR $PATH $PLTR $RKLB $SNOW $SOFI $TEM $UBER $ZETA

RonnieV @TheRonnieVShow · Feb 10

I'll be stepping away most of the day to be with my family on my birthday, friends.

@investingwithac and I did an in-depth livestream for $OSCR this morning, so check that out.

$OSCR $ZETA $MBLY $PATH $PGY $FLNC $DLO all up today, so it's a good day thus far!

Off to the fire museum with the kiddos. Have a blessed day, friends!

$DLO $FLNC $MBLY $OSCR $PATH $PGY $ZETA

RonnieV @TheRonnieVShow · Feb 3

Pay attention to this data...

🟢 TOP 3 SECTORS:
1. Materials (+9.9%)
Best: $WRK $FCX $BALL $EMN $NEM
2. Industrials (+9.1%)
Best: $FDX $HON $CAT $GWW $CMI
3. Nuclear & Uranium (+8.5%)
Best: $UUUU $UEC $DNN $CCJ $NXE

🔴 BOTTOM 3 SECTORS:
1. Software & Cloud (-17.6%)
Worst: $HUBS $TEAM $INTU $NOW $CRM
2. AI & Machine Learning (-15.2%)
Worst: $U $NOW $AI $PATH $SOUN
3. Electric Vehicles (-11.7%)
Worst: $FSR $GOEV $RIVN $CHPT $XPEV

$AI $BALL $CAT $CCJ $CHPT $CMI $CRM $DNN $EMN $FCX $FDX $FSR $GOEV $GWW $HON $HUBS $INTU $NEM $NOW $NXE $PATH $RIVN $SOUN $TEAM $U $UEC $UUUU $WRK $XPEV

RonnieV @TheRonnieVShow · Jan 30

Game-Changing Companies to Mint New Millionaires

These disruptors are flipping industries, like $PLTR ’s data/AI dominance, $HOOD ’s trading revolution, and $SOFI ’s fintech overhaul.

1. $ASTS — Satellite-to-phone → true global coverage, no dead zones
2. $ZETA — AI marketing crushing legacy ad giants
3. $OSCR — Digital health insurance dismantling slow, opaque systems
4. $RKLB — Reusable rockets + Neutron launch owning medium-lift space
5. $NBIS — Full-stack AI cloud/GPU clusters
6. $ONDS — Drone networks redefining defense and logistics
7. $IREN — Mining-to-AI data center power pivot solving energy bottlenecks
8. $PATH — Agentic RPA/AI bots automating enterprise workflows at scale
9. $SNOW — Borderless data cloud powering the entire AI revolution
10. $OKLO — Advanced nuclear reactors fueling massive AI/data center demand
11. $TEM — AI precision medicine powerhouse personalizing care with the world’s largest clinical + molecular data engine

Who’d I miss?

$ASTS $HOOD $IREN $NBIS $OKLO $ONDS $OSCR $PATH $PLTR $RKLB $SNOW $SOFI $TEM $ZETA

Black Panther Capital @BlackPantherCap · Jan 27

I recently added $RR, $RDW and $SATL to my watchlist.

$RR up 38% today.
$RDW up 30% today.
$SATL up 19% today.

My current watchlist:
$RR
$RDW
$SATL
$KOPN
$LPTH
$PATH
$LASR
$UMAC
$NUAI
$EOSE
$ZETA
$OPTX
$PGY
$RKLB
$PL

You can’t win them all. At this moment in mostly interested in entering robotics and space.

$EOSE $KOPN $LASR $LPTH $NUAI $OPTX $PATH $PGY $PL $RDW $RKLB $RR $SATL $UMAC $ZETA

RonnieV @TheRonnieVShow · Jan 27

One of the funniest things I've seen in a long time...

These are all a GIFT at these prices.

Bookmark this post and revisit it in a year or two.

$MBLY $OSCR $ZETA $PGY $PATH $ADUR

$ADUR $MBLY $OSCR $PATH $PGY $ZETA

Black Panther Capital @BlackPantherCap · Jan 25

👀 Most mentioned asymmetric investments at the moment:

Energy:
$TE
$BE
$EOSE

Technology:
$OSS
$LAES
$UMAC
$PATH
$ZETA
$POET

B2C SaaS Provider:
$SOFI
$HIMS
$OPEN

Datacenter:
$IREN
$NBIS
$CIFR
$NUAI
$WULF

Defense:
$ONDS
$KRKNF
$VOYG

Space:
$RKLB
$ASTS
$SATL
$RDW
$ASTI
$PL

Robotics
$RR

Note. This is not financial advice. Content is only for educational purposes.

Turn on notifications 🔔 for alerts on new posts.

$ASTI $ASTS $BE $CIFR $EOSE $HIMS $IREN $KRKNF $LAES $NBIS $NUAI $ONDS $OPEN $OSS $PATH $PL $POET $RDW $RKLB $RR $SATL $SOFI $TE $UMAC $VOYG $WULF $ZETA

Black Panther Capital @BlackPantherCap · Jan 25

🔖 Bookmark this!

Simple way to start of your research:

1. Identify trending sectors.
2. Identity the bottlenecks.
3. Identify gov. tailwinds.
4. Identify opportunities.
5. Analyze fundamentals.

Trending sectors with bottlenecks, tailwinds and great opportunities with asymmetric upside:

Energy:
$TE
$BE
$EOSE

Technology:
$OSS
$LAES
$UMAC
$PATH
$ZETA
$POET

Datacenter:
$IREN
$NBIS
$CIFR
$NUAI
$WULF

Defense:
$ONDS
$KRKNF

Space:
$RKLB
$ASTS
$SATL
$RDW
$ASTI
$PL

Robotics
$RR

Note. This is not financial advice. Content is only for educational purposes.

Turn on notifications 🔔 for alerts on new posts.

$ASTI $ASTS $BE $CIFR $EOSE $IREN $KRKNF $LAES $NBIS $NUAI $ONDS $OSS $PATH $PL $POET $RDW $RKLB $RR $SATL $TE $UMAC $WULF $ZETA

Black Panther Capital @BlackPantherCap · Jan 23

I’ve been asked a lot lately what I’m looking at right now.

So, here is my 19-stock watchlist for my short-term portfolio “the 𝕏-periment”.

My goal for this portfolio is to convert $2,000 to $100,000 as fast as possible.

First entry $ASTI, stop loss hit at -5%.

Switched to $IBRX. Now up 50%.

Portfolio runs 1-3 high-conviction positions max. Strict stop loss. Fast profit taking on upside.

Early stage focus: 2X repeatedly and quickly.

Holdings right now:
$IBRX

Current Watchlist:
$BURU
$NUAI
$UMAC
$LASR
$ASTI
$RDW
$SATL
$VOYG
$AUR
$POET
$MBLY
$KOPN
$LPTH
$HIMS
$PATH
$OPEN
$RKLB
$PL
$RR

Hope you can use the list somehow.

Note. Not financial advice.

$ASTI $AUR $BURU $HIMS $IBRX $KOPN $LASR $LPTH $MBLY $NUAI $OPEN $PATH $PL $POET $RDW $RKLB $RR $SATL $UMAC $VOYG

RonnieV @TheRonnieVShow · Jan 20

Crazy Prices & Deals I'm Watching:

1. $PLTR - $125
2. $HOOD - $67
3. $SOFI - $18
4. $AMD - $170
5. $NFLX - $70
6. $NVDA - $140
7. $IREN - $25
8. $NBIS - $66
9. $AMZN - $200
10. $META - $530

11. $RKLB - $34
12. $OSCR - $12
13. $ZETA - $15
14. $FLNC - $12.50
15. $HIMS - $25
16. $ASTS - $61
17. $LMND - $50
18. $TEM - $50
19. $ONDS - $7
20. $TSLA - $300

21. $TE - $4
22. $AVAV - $271
23. $PGY - $15
24. $VRT - $102
25. $BE - $45
26. $CRWD - $300
27. $SNOW - $180
28. $PATH - $11
29. $TER - $148
30. $CIFR - $8

$AMD $AMZN $ASTS $AVAV $BE $CIFR $CRWD $FLNC $HIMS $HOOD $IREN $LMND $META $NBIS $NFLX $NVDA $ONDS $OSCR $PATH $PGY $PLTR $RKLB $SNOW $SOFI $TE $TEM $TER $TSLA $VRT $ZETA