Jason Miller @Jason_Miller__
I study how investors react to markets. Risk control, patience, and better decision-making.Follow me to get the latest market strategies for free. New York, USA Joined November 2011-
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@Colton_Page20 Thanks! I hope my content helps you make smarter investment decisions and find more profitable opportunities.
The Best Companies in Every Sector: The spending is spreading into companies supplying compute, automation, data centers, defense, software, space, power and healthcare. Semis: $NVDA $AMD $AVGO Robotics: $XPEV $AMBA $SYM Data centers: $NBIS $CRWV $IREN Defense: $NOC $ESLT $ONDS Software: $PLTR $ZETA $SNOW Space: $RKLB $ASTS $RDW Fintech: $SOFI $NU $AFRM Energy: $BE $VST $EOSE Health: $OSCR $LLY $HIMS The numbers that stand out: $NVDA data-center revenue +117%, $PLTR revenue +93%, $BE revenue +166%, and $LLY revenue +48%. Bullish themes—but valuation, funding and execution still matter.
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$INTU is still my favorite here. Strong tape, but I want the pullback — not the chase. $CTSH has the cleaner risk/reward. If it keeps holding strength while the market chops, that matters. $EL is more of a turnaround setup. I like it better on weakness than after a straight move up. $FICO is strong, but after a move like this I’d rather wait for consolidation than pay up. $EBAY has momentum, but I’m not ignoring the headline risk. Good trade, weaker long entry here. The best setup isn’t always the biggest gainer. Entry quality still matters.
Here’s what I’m buying — and what I’m not chasing. Buy on pullbacks: $CTSH — strong relative strength, better risk/reward $INTU — steady momentum, cleaner setup $EL — improving trend, still room if support holds Watching, not buying yet: $FICO — huge move, but too extended $EBAY — strong momentum, but headline risk is higher My favorite setup is $INTU. I want strength with a clean entry, not a stock that already ran 10–15% before I got there.
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