Ideas
InfoTech sector bullish on AI adoption
Information Technology sector is fundamentally strong due to AI adoption driving revenue acceleration and margin expansion; the recent pullback offers a buying opportunity for long-term growth.
Duolingo strong AI-driven earnings growth
Duolingo is benefiting from AI integration, dramatically speeding up product development and expanding margins; EPS grew over 300% in 1.5 years, making it a strong growth hold.
Nvidia bullish on capex demand
Nvidia remains a key beneficiary of massive hyperscaler capex; revenue growth is still strong and the stock is not overvalued given earnings acceleration.
AMD accelerating earnings, new highs
AMD is on a strong growth trajectory, hitting new highs with accelerating earnings per share driven by AI-related demand.
Dell cheap, strong growth, hold
Dell is a low-valuation play on the hyperscaler capex cycle; price-to-sales under 1, strong organic growth, and still has room to run.
Broadcom growing faster than Nvidia
Broadcom is growing faster than Nvidia with accelerating revenue and earnings, benefiting from the same hyperscaler capex boom.
Marvell growing faster than Nvidia
Marvell Technology is growing faster than Nvidia, with rapid revenue and earnings acceleration from AI infrastructure spending.
S&P 500 correction to 6700-6800
The S&P 500 is completing a fifth-wave impulse; a correction to 6700–6800 is likely as technical and options positioning suggest a turn lower.
Bitcoin bearish cycle ending late 2026
Bitcoin is in a downtrend with lower highs and lower lows; the cycle likely ends in late 2026 with a target around 45–52k.
DBC bullish cup-and-handle breakout
The broader commodity index DBC is forming a giant cup-and-handle pattern; a breakout would lead to a long-term multi-year rally across commodities.
FCX bullish on copper shortage
Freeport-McMoRan is a pure copper play benefiting from structural copper shortage; the stock broke out of a multi-year base and has significant upside.
Gold long with collar protection
Gold remains in a long-term uptrend with a triangle pattern; he holds a collar position to eliminate downside risk and expects a move toward 100–120.
Silver long, similar to gold
Silver follows a similar pattern to gold, with a triangle consolidation and eventual breakout expected; he holds a risk-free collar position.
HSI accumulation zone ahead of rally
Hong Kong's Hang Seng Index is in a long-term triangle consolidation; a dip toward support is a buying opportunity for multi-year accumulation before a major bull wave.
Russian equities buy on weakness
The Russian stock market is in a bullish triangle pattern; current levels are a buying zone for a long-term upward breakout, supported by cheap valuations.
GMK low-risk Russian commodity
Norilsk Nickel (GMK) is a low-risk Russian commodity play with strong fundamentals and a near-monopoly position in nickel and palladium.
Sberbank bullish near highs
Sberbank is approaching its highs on strong technicals and is poised to break out; one of the safest Russian blue chips.
T-Bank bullish triangle pattern
TCS Group (T-Bank) shows a healthy triangle pattern with strong fundamentals and is a preferred Russian fintech pick.
Gazprom buy on cheap valuation
Gazprom is extremely cheap and has multiple upside drivers including domestic gas prices and export optionality; current levels are a buying opportunity.
This Dmitry Solodin video, published May 03, 2026,
features Dmitry Solodin
discussing XLK, DUOL, NVDA, AMD, DELL, AVGO, MRVL, SPY, BTC, DBC, FCX, GLD, SILVER, EWH, Russian equities, GMKN.ME, SBER.ME, TCSG.ME, GAZP.ME.
19 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Dmitry Solodin
· Tickers:
XLK,
DUOL,
NVDA,
AMD,
DELL,
AVGO,
MRVL,
SPY,
BTC,
DBC,
FCX,
GLD,
SILVER,
EWH,
Russian equities,
GMKN.ME,
SBER.ME,
TCSG.ME,
GAZP.ME
