$NVDA - Martin remains very bullish on Nvidia despite potential future competition from photonic computing, which he believes is still years away from challenging their dominance.
$META - Martin is extremely bullish on Meta/Facebook due to their unmatched distribution, product team, and Zuckerberg's leadership, believing they will continue to win in AI and social.
$PHOTONICCOMPUTING - Martin believes photonic computing represents a $5-10 trillion market opportunity with potential for 1000x performance improvements over traditional silicon, though still years from commercialization.
Bearish:
$AAPL - Martin is bearish on Apple, believing they've lost their innovative edge and are relying too heavily on buybacks rather than investing in the future.
$GOOGL - Martin sees Google as losing its innovative edge, with Gemini failing to gain traction and the company feeling outdated like Yahoo in 2000.
$QUANTUMCOMPUTING - Martin is strongly bearish on quantum computing stocks, believing the technology is impractical for most applications and vastly overvalued at $100 billion market cap.