Globant | GLOB | Long at $55.00Globant NYSE:GLOB - an IT and software development specializing in AI-driven digital transformation and engineering. The company has partnerships with AWS, Google Cloud, Unity, and Slack, while collaborating with clients such as Google, Electronic Arts, Santander, and Rockwell Automation to deliver enterprise AI and custom software services.
Technical Analysis:
Price for NYSE:GLOB has fallen into my "crash" simple moving average zone. This often, but not always (still a "major" crash zone further down), signals a bottom. The current crash zone extends to $45 and there is a high possibility the price may dip that low in the near-term. Long-term, given the potential earnings and revenue growth, it looks undervalued at its current price.
Earnings and Revenue Growth Between 2025 & 2028
Projected Earnings Growth: ~17% increase (from ~$2.4B in 2025 to $2.8B in 2028)
Projected Revenue Growth: ~96% increase (from ~$157M in 2025 to $309M in 2028, at 28.7% CAGR).
Health
Debt-to-Equity: 0.25x (very good)
Altman's Z-Score/Bankruptcy Risk: 3.5 (excellent/very low risk)
Quick Ratio/Ability to pay current bills: 1.7 (great, low risk)
Action
Due to the good growth potential of NYSE:GLOB , the connections / partnerships it currently has with major companies, and solid financial health, I am personally going long at $55.00. More shares will be gathered if the price reaches the $40's and the fundamentals remain the same.
Targets in 2028
$75.00 (+36.7%)
$100.00 (+81.8%)
Artificialintelligence
$FET bullish momentumHey traders!
It’s been a while since we last talked. This time I bring you my thoughts about FETCH.AI ( NYSE:FET ). Since all the tariff and deepseek staff its mcap valuation decreased significantly.
In my opinion, as it shown us some strenght "jumping" from 0,3$ and consolidating for almost 4 months on 0,6 - 0,9 (50% retracement from its local high) range I think it's a good opportunity to see an expansion movement.
In addition, chartism shows a clear ABC correction movement that has already finished. In my opinion ( ONLY MY OPINION NOT A FINANCIAL ADVICE) we could see a potential impulsive movement on Sept - October.
My targets -> 1,5 - 2,5 - ATH.
Stay safe!
Can a Crypto Miner Become an AI Infrastructure Giant?Applied Digital Corporation has undergone a dramatic transformation, pivoting from cryptocurrency mining infrastructure to become a key player in the rapidly expanding AI data center market. This strategic shift, completed in November 2022, has resulted in extraordinary stock performance with shares surging over 280% in the past year. The company has successfully repositioned itself from serving volatile crypto clients to securing long-term, stable contracts in the high-performance computing (HPC) sector, fundamentally de-risking its business model while capitalizing on the explosive demand for AI infrastructure.
The company's competitive advantage stems from its purpose-built approach to AI data centers, strategically located in North Dakota to leverage natural cooling advantages and access to abundant "stranded power" from renewable sources. Applied Digital's Polaris Forge campus can achieve over 220 days of free cooling annually, significantly outperforming traditional data center locations. This operational efficiency, combined with the ability to utilize otherwise curtailed renewable energy, creates a sustainable cost structure that traditional operators cannot easily replicate through simple retrofitting of existing facilities.
The transformative CoreWeave partnership represents the cornerstone of Applied Digital's growth strategy, with approximately $11 billion in contracted revenue over 15 years for a total capacity of 400 MW. This massive contract provides unprecedented revenue visibility and validates the company's approach to serving AI hyperscalers. The phased buildout schedule, commencing with a 100 MW facility in Q4 2025, provides predictable revenue growth while the company pursues additional hyperscale clients to diversify its customer base.
Despite current financial challenges including negative free cash flow and steep valuation multiples, institutional investors holding 65.67% of the stock demonstrate confidence in the long-term growth narrative. The company's success will ultimately depend on the execution of its buildout plans and ability to capitalize on the projected $165.73 billion AI data center market by 2034. Applied Digital has positioned itself at the intersection of favorable macroeconomic trends, geostrategic advantages, and technological innovation, transforming from a volatile crypto play into a strategic infrastructure provider for the AI revolution.
Adobe | ADBE | Long at $347.44Adobe NASDAQ:ADBE
Technical Analysis:
Trend is, overall, moving sideways. The price gap on the daily chart between $303.29 and $317.87 is likely to be closed in the near-term. The stock may reach the $280's to $290's to form a double bottom before a move up, so short-term investors should note the near-term risks. Long-term, however, if growth projections are accurate, all of those price gaps above the current price are likely to be filled...
Earnings and Revenue Growth
Expected annual revenue growth between 2025-2028 is ~41% (cumulative), growing from around $23.7 billion in 2025 to $33.3 billion in 2028.
EPS growth from $20.7 in 2025 to $26.2 in 2028.
www.tradingview.com
Health
Debt-to-Equity: 0.53x (very good)
Altman's Z-Score/Bankruptcy Risk: 10.2 (excellent/very low risk)
Quick Ratio/Ability to pay current bills: 1.02 (okay, but some risk)
Insiders
Warning: Selling heavily outweighs buying.
openinsider.com
Action
Due to the high-growth potential of NASDAQ:ADBE related to AI and its current "value" (compared purely to the rest of tech), solid health, etc., I am personally going long at $347.44. More shares will be gathered if the price reaches the low $300's or between $280-$300 and the fundamentals remain the same. Only major warning is the amount of insider selling.
Targets in 2028
$450.00 (+29.5%)
$645.00 (+85.6%)
Can Specialized Depth Trump Market Breadth in Cybersecurity?NetScout Systems (NASDAQ: NTCT) has emerged as a compelling investment opportunity at the intersection of escalating global cyber threats and artificial intelligence innovation. With DDoS attacks surging to over 8 million globally in the first half of 2025—including record-breaking attacks reaching 7.3 terabits per second—NetScout's specialized position in network security has garnered analyst attention, including B. Riley's recent "Buy" rating with a $33 price target. The company's unique value proposition lies in its patented Adaptive Service Intelligence (ASI) and Deep Packet Inspection (DPI) technologies, which transform raw network traffic into actionable "smart data" without disrupting operations.
The company's financial performance reflects this strategic positioning, with Q1 FY26 revenue growing 7% year-over-year to $186.75 million, driven by a remarkable 19.3% growth in product revenue. NetScout's enterprise segment has been particularly robust, expanding 17.7% annually and comprising 59% of total revenue, while serving high-value clients across government, healthcare, financial services, and telecommunications sectors. The company's gross profit margins of nearly 79% and strong balance sheet with more cash than debt underscore its operational efficiency and financial stability.
NetScout's competitive advantage stems from its focused specialization rather than broad market dominance. While holding only 2.82% of the Application Performance Monitoring market, the company has been recognized as a "Technology Leader" and "Ace Performer" in DDoS mitigation—a critical niche where depth matters more than breadth. The integration of AI and machine learning into its Arbor DDoS protection suite, combined with the ATLAS Intelligence Feed providing global threat visibility, positions NetScout as a force multiplier for understaffed security teams facing increasingly sophisticated attacks.
The strategic outlook appears promising, with the global DDoS protection market projected to grow from $4.34 billion in 2025 to $13.90 billion by 2034 at a 13.81% CAGR. NetScout's 46% international revenue exposure aligns well with rapid cybersecurity growth in Asia-Pacific, where the market is expected to exceed $146 billion by 2030. Despite facing competitive pressure in some segments, the company's focus on AI-enhanced hybrid solutions for large enterprises, coupled with its patent-protected intellectual property, creates a defensible position in an increasingly complex and high-stakes cybersecurity landscape.
Microsoft (MSFT) Technical Update & its channelMicrosoft (MSFT) Technical Update & its channel
Microsoft began forming a long-term ascending channel as far back as November 2021, marked by three higher highs and two higher lows, as illustrated on the chart.
The price action became particularly interesting when it broke out of this channel, reaching a new all-time high (ATH) of approximately $557.
However, the underlying fundamentals (catalysts) were insufficient to sustain momentum at that level, leading to a pullback.
The stock is now consolidating around the $522 zone — a key confluence area where the ascending trendline meets a horizontal support level.
Outlook:
If price breaks below this zone and re-enters the channel, a deeper correction could follow, with potential downside targets in the $500 – $480 range.
As always, I encourage you to review the chart, share your thoughts in the comments, and connect if you’d like to discuss further.
Salesforce | CRM | Long at $242.42Salesforce NYSE:CRM : firing their workforce... migrating toward an AI-driven Agentforce platform, instating a $20 billion increase to its share buyback program (now totaling $50 billion), and strong growth in regions like the UK, France, Canada, and Asia Pacific (particularly among small and medium businesses). The CEO recently declared significant productivity gains (e.g., 30% in engineering) through digital labor and expressed optimism about supporting U.S. government efficiency with Agentforce.
What's good for business isn't necessarily good for the common people. Welcome to AI, folks!
It looks like NYSE:CRM is moving toward a future of full AI. Even if revenue dips due to a slowing economy, I except earnings to soar higher and higher by dropping the humans from the payroll...
Thus, at $242.42, NYSE:CRM is in a personal buy zone as it bounces within my historical simple moving average band. Near-term, I think the price may dip into the low $200's if the US economy continues to show signs of weakening. But AI is only going to boost returns... fortunately for investors, but unfortunately for the workforce...
Targets into 2028:
$306.00 (+26.2%)
$350.00 (+44.3%)
Opera Limited | OPRA | Long at $16.68Opera Limited NASDAQ:OPRA is best known for its web browsers (Opera, Opera GX, and Opera One - which integrates advanced AI features and enhanced tab management). The company has expanded its portfolio to include mobile browsers, advertising technology, and other internet consumer products, positioning itself as a leader in delivering personalized and secure browsing experiences. With a focus on AI-driven tool and a growing user base, Opera serves millions of users worldwide, particularly in emerging markets.
The growth projections for NASDAQ:OPRA look great due to its expansion of AI-driven features, growth in advertising revenue, and penetration in emerging markets. Revenue is excepted to rise 15-25% year-over-year into 2026 and 10-20% year-over-year in 2027. NASDAQ:OPRA is extremely healthy, with a debt-to-equity of 0.01x, Quick Ratio of 2.43x, and extremely low bankruptcy risk. Also, there is a nice 4.7% dividend with share ownership. Low float: 83 million.
From a technical analysis perspective, the stock is (currently) bouncing off my historical simple moving average channel and has very strong upward momentum. While the price could enter my historical simple moving average channel in the near-term ($13-$15), I think the momentum is there to take it higher to fill the major gap on the daily chart between $26.25 - $26.98. It will likely take some time, but lower interest rates and new AI tools/news may fuel a positive rally long-term.
Unless, the market flips...
Thus, at $16.68, NASDAQ:OPRA is in a personal buy zone with short-term risk for a drop near $13.
Targets into 2028:
$22.00 (+31.9%)
$26.75 (+60.4%)
Baidu (BIDU) –AI Upgrades + Open-Source Strategy Powering GrowthCompany Snapshot:
Baidu NASDAQ:BIDU is cementing its position as a top AI platform leader in China, combining core search dominance with cutting-edge AI innovations and strategic open-source moves.
Key Catalysts:
Next-Gen AI Infrastructure ⚙️
Major Qianfan platform upgrades and PaddlePaddle 3.0 launch streamline model training & deployment for China’s AI developer ecosystem.
Reduces barriers to AI adoption, expanding the company’s developer base and ecosystem stickiness.
Open-Source Breakthrough 📂
ERNIE language models released under Apache 2.0 license—mirroring successful U.S. big-tech strategies.
Aims to accelerate adoption, attract global partnerships, and enhance monetization over the long term.
Rising User Engagement 📱
724M MAUs (+7% YoY) on Baidu’s mobile app.
AI-generated content now on 35% of search pages (up from 22% in January), increasing ad monetization potential.
Investment Outlook:
Bullish Entry Zone: Above $76.00–$78.00
Upside Target: $160.00–$165.00, fueled by AI leadership, developer adoption, and rising engagement metrics.
📈 Baidu’s combination of AI innovation, open-source strategy, and a massive user base creates a strong runway for both near-term revenue growth and long-term platform dominance.
#BIDU #AI #PaddlePaddle #ERNIE #OpenSource #ChinaTech #Search #CloudComputing #ArtificialIntelligence #BigData #DigitalTransformation #TechStocks
Intel to 40. A bet on America's chip when the chips are downIntel is an interesting stock. I made a bet on it this week. It’s very cheap trading at book value. Lots of bad news has destroyed this stock while other chip stocks are at all time highs. With a new CEO running the show and investing in next gen chip production, I think he turns it around.
I think it's at 40 within a year, and makes new all time highs after that.
FET – HTF Setup Primed for ExpansionFET is looking strong here from a high time frame perspective — currently sitting around $0.739, well into the discount zone of the macro trend channel.
We’ve got:
✅ Price holding monthly demand
✅ A clear swing higher low forming on the weekly and 3W
✅ Already seen the first expansion leg out of demand
✅ Now potentially loading the next move higher
Zooming out, price is still trading below the midline of the long-term uptrend channel — and a move back to the upper boundary puts targets in the $6 region, aligned with a new higher high.
📈 HTF Structure
Midline rejection flipped support
Demand tested and respected
HL printed after clean retest
370% upside just to retest the prior HH at $3.50
HTF trend structure still fully intact
This setup is also supported by the broader HTF bullish bias across BTC, ETH, and majors, which adds confluence to a potential larger expansion phase for alts — especially strong narratives like AI.
🎯 Targets
🎯 $3.50 = prior high
🎯 $6.00+ = upper channel target / next HTF extension zone
From current levels, risk/reward looks very clean.
1W:
3W:
3M:
NVIDIA to $228If Nvidia were truly done for, why is it impossible to find their latest 5000 series GPUs?
Even if someone wanted to buy one, they simply can't.
The reason lies in Nvidia's commitment to fulfilling the soaring demand from AI data centers, which has left them unable to produce enough H100 and H200 models.
This situation also allows Nvidia to increase their profit margins significantly, capitalizing on the disparity between demand and the media frenzy surrounding them.
DeepSeek serves as a prime example of how out of touch mainstream media can be.
All DeepSeek did was replicate Chat GPT.
Training models requires substantial computing power. The panic surrounding Nvidia and other semiconductor companies is quite amusing; the demand for computing power is skyrocketing!
The gap between the reality of the AI mega-trend and the narrow focus of mainstream media is staggering! It's astonishingly out of touch! Just as out of touch as Cramer was when he declared META was done at $100, or when he thought Chat GPT would obliterate Google at $88.
Stock prices fluctuate between being overvalued and undervalued. While we have metrics like EGF and PE ratios to assess valuation, indicating that Nvidia is currently inexpensive, this doesn't guarantee it won't drop further. However, it is generally wiser to buy stocks when they are cheap rather than when they are costly.
The greater the deviation from the high then the greater the BUYING OPPORTUNITY being presented for the very best leading companies.
The key takeaway is that the deeper Nvidia falls during its corrections, the more advantageous it could be.
Those who are experiencing anxiety during these declines may find themselves selling at a loss, or for a marginal profit possibly around previous highs, while the stock has the potential to rise to $228 and beyond.
The potential for growth is significant; the $228 Fibonacci extension may not represent the peak. Attempting to predict a top for Nvidia could be misguided. Once it reaches $228, Nvidia might maintain a valuation similar to its current $130 level.
Is BigBear.ai the Next Titan of Defense AI?BigBear.ai (NYSE: BBAI) is emerging as a significant player in the artificial intelligence landscape, particularly within the critical national security and defense sectors. While often compared to industry giant Palantir, BigBear.ai carves its niche by intensely focusing on modern warfare applications, including guiding unmanned vehicles and optimizing missions. The company has recently garnered considerable investor attention, evidenced by its impressive 287% rally over the past year and a notable surge in public interest. This enthusiasm stems from several key factors, including a substantial 2.5x increase in backlog orders to $385 million by March 2025 and a significant ramp-up in research and development spending, signaling robust foundational growth.
BigBear.ai's technological prowess underpins its rising profile. The company develops sophisticated AI and machine learning models for diverse applications, from facial recognition systems deployed at major international airports like JFK and LAX to AI-augmented shipbuilding software for the U.S. Navy. Its Pangiam® Threat Detection and Decision Support Platform enhances airport security by integrating with advanced CT scanner technology, while its ConductorOS platform facilitates secure communication and coordination for drone swarm operations under the U.S. Army's Project Linchpin. These cutting-edge solutions position BigBear.ai at the forefront of AI-driven advancements crucial for evolving geopolitical landscapes and increasing defense AI investments.
Strategic collaborations and a favorable market environment further fuel BigBear.ai's ascent. The company recently formed a significant partnership in the UAE with Easy Lease and Vigilix Technology Investment to accelerate AI adoption across key industries like mobility and logistics, marking a major step in its international expansion. Additionally, multiple contracts with the U.S. Department of Defense, including those for J-35 fleet management and geopolitical risk assessment, underscore its vital role in government initiatives. While BigBear.ai faces challenges, including revenue stagnation, escalating losses, and stock volatility, its strategic market position, growing backlog, and continuous innovation in mission-critical AI solutions present a compelling high-risk, high-reward investment opportunity in the burgeoning defense AI sector.
AMD - Inverted Head & Shoulders (Bullish Reversal)Let´s see if we can break the neckline (White trendline) and stay above with a close and possibly a retest on the neckline to confirm this pattern. If so, Im looking for the previous top on daily which is the all time high (So far).
This is not a financial advise. Always do your own research and decision before investing.
Lundin Mining Outlook - Copper trade - Coming monthsIm getting really bullish on this stock. With a few copper mines left in the world with tiny lifespans, Lundin mining comes in with copper mines that will deliver for the next 15-20 years. Taking advantage of these high copper prices in the coming raging bull market.
If the price close above the upper resistance line then it will most likely take off. Eventually we will most likely get a pullback to make the resistance line to a support level. Im using DCA method for entry on this one.
Always make your own analysis and your own decision. Don´t see this as a financial advice. I only show you what I do. Nothing else.
OMXSTO:LUMI
CMCMARKETS:COPPERN2025
COMEX:HG1!
OANDA:XCUUSD
CAPITALCOM:COPPER
AMZNThis is a company I believe can become one of the most valuable companies by market cap I think they have a toe in every sector at this point. AI is a massive one and robots also them just possibly replacing all employees with AI and robots. That could make them extremely efficient and profitable short term target of 250 with longer term targets of 300. Not a professional and this is not financial advice just what I am speculating.
FET Correction Bottom Confirmed —Buy OpportunityThe next All-Time High for FETUSDT in late 2025 or early 2026 can reach between $5.42 or $8.56, giving us more than 1,600% profits potential from the current price. This is taking $8.56 as the next All-Time High. Let's get that part out of the way because I want to show you the end of the current correction. I am using the linear scale so it won't let me show you higher targets on the chart.
There was a resistance level in April 2022 as the bear market developed. This resistance was confirmed again in February 2023. It took 270 days, or 9 months, before this resistance level was conquered (broken). As soon as it broke, it was tested as support (Feb. 2024) and then a major rise. This major rise completed a long-term bullish cycle and after a bullish cycle a correction always develops.
How far down can the correction reach?
How low can prices go?
The correction started in March 2024 and is active until this present day. Obviously, the strongest resistance price range in the history of FETUSDT will need to be tested again but as support.
Now, FETUSDT bottomed last week and this bottom happened at the same level where the April 2022 and February 2023 resistance was found. As the action approached this level, volume started to go up. The next week, this week, we have a bullish candle and this is very likely the end of the correction; the bottom is in.
I just wanted to let you know that this level will hold because it was a strong resistance in the past. A resistance level once conquered turns into support.
As prices are now, it is the best possible time to enter; buy, go LONG.
This is a friendly reminder. I am wishing you tons of success and huge profits in this bull market that is just about to develop. It will be a bull market that will change the world. The world is already changing, but this bull market will close the deal. By the time it is over, Cryptocurrency will have taken over the world.
New money. The rich nouveau.
Namaste.
Decentralized AI Infrastructure in a trade war between US/ChinaThe AI revolution is real, but it has a critical weakness: GPU scarcity.
NVIDIA's H100s are sold out to specific countries around the world, serving as crucial hardware for AI development. Cloud costs are skyrocketing. Access to compute is being gatekept by Big Tech. Meanwhile, China is no longer allowed to purchase these GPUs from the US due to the ongoing trade war and the escalating AI arms race between the two countries.
Enter $CRYPTO: IONEUSD — a decentralized GPU network on Solana aiming to become the infrastructure layer for AI, machine learning, and high-performance computing.
Just like Helium tokenized wireless infrastructure, IO is tokenizing global compute power.
-AI is the fastest-growing sector globally, but compute remains the biggest bottleneck.
-Cloud GPU costs are 4–10x higher than decentralized alternatives.
-IO.Net positions itself at the intersection of AI, Web3, and tokenized infrastructure.
-IO is early in its growth curve, currently holding a market cap of $131 million.
I believe that IO.Net could represent a way for China to compete with the US in the AI race, offering a high-demand substitute for expensive and sanctioned chips — helping China stay competitive in AI development.
Because IO.Net is decentralized, it cannot be easily shut down. I believe IO.Net is here to stay and has strong potential to grow significantly from its current market cap of $131 million.
COINBASE:IOUSD
NASDAQ:NVDA
NASDAQ:AMD
NYSE:TSM
BITSTAMP:BTCUSD
BINANCE:SOLUSD
AMEX:SPY
POLESTAR (PSNY) - LONGTERM BUYING OPPORTUNITY, RISK:REWARD 1:10Polestar (PSNY) has been in a long term downtrend since its launch on the NASDAQ, the EV sector has seen some excitement however adoption to EV vehicles has been a slow trend worldwide compared to the hype when first introduced. At current, EV sector participants are in the beginning phases of mass adoption and battery and charger technology is seeing some much needed advancement before mass adoption can take place, many barriers exist in real world infrastructure and this technology will take many years to advance. The promise of autonomous self driving will ultimately catapult these EV companies to new heights financially, however the timing is not right just yet. Once AI advances enough to power ASD, rob taxis and self driving will be a common sight around the world starting in smaller cities and eventually becoming advanced enough to power more of the vehicles worldwide. Polestar's all time low trading price is at $.60 cents and currently sits right above $1.00 per share. Any price between $.60 cents and its current price would be a good 1:10 risk reward investment with downside very limited to potential upside gains to $10 and potentially higher in the long term future. If the EV and AI fulfill its promise, the investment should pay off in the long term.
Disclaimer: With any investment advice especially those where you plan to invest your hard earned money, do your own research before taking any financial advice to understand your exposure and risk tolerance, analyze the utilization of any broker(s) or investment vehicle(s) to understand how your funds are stored or utilized within the platform and always have a plan and strategy prior to entering any market.
$AIXBT macro analysis [ ai coin having huge potential ] Hi it's me ur Raj_crypt0
Here is my view on BINANCE:AIXBTUSDT an #ai sector coin .DYOR / NFA
This is low cap high risky coin u may lose 100% before investment check ur self
Entry - $0.25 below
targets ....
¹$0.55
²$1.5
³$3.5
Note - $0.1 below stop buying ( I will update where to avg or wt to do )
If , u are risky taker $1.5 ( get ur liquid there + 1x profit )