Ideas
Buy AI compute pullbacks, Burry wrong.
Nebius sold out compute capacity into 2027 and is reaching 40% EBITDA margins, while CoreWeave's inference contracts grew 100x in a quarter. The AI compute build-out is translating into real revenue and profitability, so Burry's depreciation/bubble short is unconvincing. Both names are volatile but can be bought on 30-50% pullbacks for new highs by year-end.
Avoid altcoins, rotate to US.
Retail crypto and altcoin flows are exhausted, money is not coming back near term, volatility is compressed and the market is choppy. Traders should rotate to US equities where opportunities are better.
Netflix underpriced, buybacks, pricing power.
Netflix has stable subscription cash flow, pricing power, buybacks of about 20% per year, a $30M Warner breakup fee that can fund buybacks, and AI personalization. It has not participated as much as Mag7 peers and could move toward 96.
Buy AI chip/photonics strength.
Photonics and AI chip names like Marvell and Coherent are showing strong relative volume and post-earnings recovery. The AI sector has real demand for memory and chips, and pullbacks of 25-30% in good companies are buying opportunities.
Best HBM leader, Nvidia's partner.
SK Hynix is the most advanced HBM memory maker and exclusive partner to Nvidia. HBM is hard to replace, Chinese competitors mostly make simpler DRAM, and the chart shows a double bottom with gap close and leadership. It is also cheaper than peers on fundamentals.
SpaceX squeeze and AI upside.
SpaceX has a bullish setup from short covering, Grok 4.6 strength, and its AI/data/rocket ecosystem. The market underestimates future B2C Starlink and orbital infrastructure, so the stock can head to 300-500.
Robinhood tokenization underrated, huge upside.
Robinhood's tokenization/blockchain strategy is underestimated and could overtake established blockchains for tokenized art, real estate and other real-world assets. Its young user base is growing and crypto transaction activity is rising 73% while other exchanges shrink, and the stock could grow 10x.
Cloudflare strongest relative strength setup.
Cloudflare showed exceptional relative strength during the August semiconductor/AI drawdown, staying in the screener and not really falling, and has now broken higher, making it one of the strongest software/cybersecurity setups.
Dell relative strength, wait for breakout.
Dell held up well in the July-August decline and has relative strength, but the current chart does not look like a breakout yet. It may pull back before the next report in autumn, so it is a watch-not-chase setup.
Second launch monopoly, multi-year winner.
RocketLab is the second company capable of commercial launches after SpaceX. With a much smaller market cap and growing niche launch demand, plus future Starlink B2C and orbital data-center themes, it is a 5-10 year space infrastructure winner.
Biotech multi-year breakout starting.
The XBI biotech index is breaking out from a multi-year base/multiple bottom. Biotech is growing despite high rates, go-to-market strategies have improved, and the sector is underfollowed with long accumulation.
AbCellera base breakout with volume.
AbCellera is emerging from a long base with rising volume and possible partnership news. It is still near zero relative to its former high, making it an interesting biotech breakout candidate.
Cogent consolidation, next leg higher.
Cogent Biosciences is in phase 2 with plenty of cash. After a multi-month consolidation following a gap, the next phase could reprice it toward 100-130, or it could be acquired around 80-90.
Broad index uptrend supported by fundamentals.
The S&P 500 is at all-time highs with record trailing profits, record forward earnings, record capex and low index volatility. The AI/memory complex still has fundamental support, so the market is not signalling a crisis despite individual stock volatility.
This Анатолий Радченко | Финансовый кружок video, published August 14, 2026,
features Anatoly Radchenko, Гоша
discussing NBIS, CRWV, ALTCOINS, NFLX, COHR, MRVL, 000660.KS, SPCX, HOOD, NET, DELL, RKLB, XBI, ABCL, COGT, ^GSPC.
14 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Anatoly Radchenko,
Гоша
· Tickers:
NBIS,
CRWV,
ALTCOINS,
NFLX,
COHR,
MRVL,
000660.KS,
SPCX,
HOOD,
NET,
DELL,
RKLB,
XBI,
ABCL,
COGT,
^GSPC
