Ray Myers
@TheRayMyers • 25,074 subscribers
Author of "Global Equity Briefing" investment blog. Deep-dives and analysis of global companies. Posts on all things investing!
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10 stocks to buy and hold for the next 10 years: 1/ IREN Iren is redefining data center infrastructure by building THE world’s most efficient platforms for powering AI compute with 100% renewable energy. As the CEO says, the industry is growing so rapidly, "They can't meet the demand". - 3GW Contracted Power - $9.7B $MSFT Contract - Next Hyperscaler deal is inevitable
Ray Myers663,872 次观看 • 6 个月前
Here are 20 companies that will dominate the AI age: 1/ ASML $ASML is revolutionizing the semiconductor industry by enabling chipmakers to produce the world’s most advanced processors with atomic-scale precision. Shrinking transistors to fit more power into smaller chips faces fundamental physical limits. The industry struggled with escalating costs, slower innovation cycles, and diminishing returns from older lithography methods. With $ASML, the process is radically different, its extreme ultraviolet (EUV) lithography machines use cutting-edge optics and physics to etch circuitry at the nanometer scale, enabling faster, more energy-efficient, and more powerful chips. This breakthrough is the backbone of progress in AI, cloud computing, smartphones, and virtually every advanced technology. As AI spreads to all aspects of our economies, an ever-growing number of chips is needed, driving demand for ASML machines and maintenance services.
Ray Myers307,231 次观看 • 11 个月前
10 Stocks to Buy and Hold for 10 Years 1/ Ondas $ONDS is building an autonomous military infrastructure platform by combining AI-powered drones and robots with mission-critical wireless networks while aggressively pursuing M&A and industry consolidation. In light of the Iran War, the need for their services has never been more apparent. The company is exiting the technology validation phase and entering the rapid execution phase. New contracts for its drones and robots are announced almost weekly. 2025 revenues are up 572% Y/Y, and 2027 revenues are set to reach $291M, 502% above 2025. Furthermore, the company is consolidating the very fragmented military start-up industry, acquiring companies at favourable terms. With its recent capital raises, $ONDS has $1.5B in cash, giving them huge liquidity advantage over other industry players. They are perfectly positioned to become the premier military contractor of the drone and AI age in the next decade.
Ray Myers84,172 次观看 • 4 个月前
Tommy Lee believes that the AI market will be HUGE. $NBIS $IREN $GOOGL $NVDA $AMD He sees AI stocks going much higher, especially $NVDA has no business trading at 27x earnings. Lee sees a several trillion dollar opportunity in the US alone, driven by AI's ability to turn 130M workers into "super workers". Furthermore, he believes that AI business models must evolve from simply charging $20 per month for access to capture this opportunity. AI companies must deploy AI agentic services. Yet, AI tech is ahead of the applications. This means that the next big AI winners will come from businesses selling real AI applications such as $ZETA. However, Lee sees banks, especially $JPM, as huge winners and rates them as "criminally undervalued." Is he right?
Ray Myers117,200 次观看 • 7 个月前
20 companies that will dominate the next decade: 1/ Nebius $NBIS is redefining cloud computing for the age of AI, offering an infrastructure platform designed specifically for building and running AI models. Nebius services will help both large and small AI companies build innovative AI solutions in robotics, healthcare, finance, military, agriculture, drug discovery, material sciences, and many more. The company just signed a massive 5-year $17.4B contract with Microsoft. It is currently expanding the data center business in: - Finland - Iceland - New Jersey - Alabama - UK - France - Israel
Ray Myers125,869 次观看 • 10 个月前
10 High-Growth Stocks to Hold Till 2040 1/ Ondas $ONDS is developing an autonomous military infrastructure platform that combines AI-driven drones and robotics with advanced wireless networks. Furthermore, $ONDS is also actively expanding through M&A, consolidating the fragmented military drone and robotics industries. In the context of the Iran War, the demand for its capabilities has become especially clear. The company is moving beyond the technology validation stage and shifting into the rapid execution and deployment phase. It is securing new contracts for its drones and robotic systems almost every week. 2025 revenues are up 605% Y/Y, whilst 2026 guidance was increased to $375M, up from $180M Consensus estimate. Following recent capital raises, $ONDS now holds $1.5 billion in cash, providing a significant liquidity advantage over competitors. Overall, the company is strongly positioned to emerge as a leading military contractor in the era of drones and AI over the next decade.
Ray Myers59,028 次观看 • 4 个月前
10 companies under $5B investors should consider adding to their portfolio. 1/ $ZETA $5B market cap provider of AI-powered marketing and advertising software. By unifying consumer identity, intent, and engagement signals across hundreds of millions of consumers, Zeta enables brands to predict, personalize, and activate customer journeys at scale. Zeta’s proprietary Data Cloud and AI engine analyze vast amounts of behavioral and transactional data to deliver real-time insights and precise audience targeting. This allows marketers to optimize spend, increase ROI, and build lasting customer relationships through intelligent automation. By combining big data, AI, and omnichannel advertising, Zeta is changing how businesses engage with their audiences in the AI era. As digital transformation accelerates, $ZETA stands at the forefront of AI-driven marketing innovation, poised to capture value across every industry where personalization meets scale.
Ray Myers73,197 次观看 • 6 个月前
Jensen Huang is warning that China is winning the AI energy race. $NVDA $AMD $IREN $NBIS 🇨🇳 🇺🇸 🇪🇺 The US is generations ahead on chips, but that doesn't matter if there is no energy to power them. Europe is completely irrelevant in AI and doomed already. It takes 10 years to build a new data center in Germany, as there is no power, and they are turning off nuclear power plants. The US won't let China win, so we could be at the beginning stages of an energy boom. The question is which stocks will benefit from this boom the most?
Ray Myers84,029 次观看 • 8 个月前
Dan Ives: "Cybersecurity is poised to be a massive growth area from AI." $S $CRWD $PANW $ZS He argues that the market is currently mispricing these stocks as being at risk from AI, when in fact, AI is accelerating their adoption. Historically, cybersecurity accounted for about 5% to 8% of IT budgets. With the rise of AI, Ives expects cybersecurity to capture 20% to 25% of potential budgets. Also, Ives predicts a significant wave of M&A in the space. He notes that investor sentiment is currently super negative, which creates a buying opportunity since AI's positive influence isn't yet factored into Street numbers.
Ray Myers27,264 次观看 • 5 个月前
Trump just started the war with Iran! 🇺🇸 🇮🇱 vs 🇮🇷 Here are 7️⃣ stocks most likely to benefit! 1/ Lockheed Martin $LMT Major US defense contractor producing fighter jets, missiles, and defense systems. The company will benefit because major conflicts drive higher US and allied defense spending, accelerating orders, replenishment of munitions, and long-term modernization contracts. It supplies the US. military with systems such as: - F-35 Lightning II fighter - Patriot PAC-3 missile interceptors - HIMARS rocket systems, - Aegis missile defense components, Additionally, Israel operates the F-35I “Adir,” F-16 variants, and uses Lockheed-produced components and interceptors. Crucially, $LMT supplies the Iron Dome’s Tamir and David’s Sling systems in its air and missile defense architecture.
Ray Myers18,667 次观看 • 5 个月前
$MSFT CEO Nadella at Davos :"AI Will Transform Economy More Than Internet." Nadella argues that AI will transform the economy more profoundly than the internet or mobile eras. He describes "tokens" (AI output) as a new global commodity, suggesting that future GDP growth will be directly correlated to a country's ability to produce and utilize tokens efficiently. He believes the winners in this era won't necessarily be the technology creators, but the companies and countries that diffuse and adopt AI the fastest. Furthermore, unlike the PC era, which saw a lag in adoption between the West and the Global South, Nadella notes that AI is being delivered evenly around the world today, leveling the playing field for developers and startups globally. Organizations must move beyond just "adding AI" and instead fundamentally redesign their workflows. He warns that large organizations face a massive change management challenge, while small companies have the advantage of building new structures from scratch.
Ray Myers20,546 次观看 • 6 个月前
2/ Grab $GRAB is THE only Super App in Southeast Asia, dominating ride-hailing, food delivery, and fintech. Grab is quickly weaving AI, digital payments, and advanced logistics into its platform, fueling significant growth. The opportunities ahead are vast, with Southeast Asia experiencing rapid urban growth, rising internet access, and accelerating adoption of digital services. But most importantly, incredible economic growth will add 200M people to the middle class. Grab is uniquely positioned to solidify its role as a cornerstone APP for all in Southeast Asia for decades.
Ray Myers14,255 次观看 • 10 个月前
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