US portfolio update
HOLD #DOCN
Tried #LITE with a 1% stop loss and no points of guessing that i stopped out.
Intraday tried silver 4 times. 3 out of 4 were profitable but nothing huge as didn't get the proper action i wanted.
The AI revolution has a hidden bottleneck: POWER. ⚡️🤖
Enter $SEI (Solaris Energy Infrastructure). They’ve brilliantly pivoted from traditional oilfield services to providing scalable, off-grid power solutions for massive AI Data Centers.
#IREN #DOCN #NBIS2
Cantor Fitzgerald upgrades DOCN to Overweight from Neutral and raises 12-mo PT to $68 from $47; ~6x C27 revenue targets, EV/R near 3-year avg NTM; C26 EV/R ~7x. PT 30x C27 FCF vs 34x infra software avg; C26 EV/FCF ~38x. #DOCN@grok
🚀 $DOCN is riding the AI wave!
DigitalOcean’s Gradient #AI #Cloud is fueling 5 straight quarters of 2x+ YoY AI revenue.
Q3 rev +16% YoY, ARR hits record, 2026 guide raised to 18–20% 📈
Lean, dev-focused, & a solid alt to hyperscalers.
Bullish above $45–46 → Target: $80–82
#DOCjP
