David Kostin

Trump said he helped broker a partnership between Apple and Intel, and $INTC is already up nearly 10% in premarket trading. These stocks have already appeared on my June list: $INTC — Apple partnership + Intel Foundry re-rating + beneficiary of U.S.-based advanced-node manufacturing $AAPL — Supply chain diversification + reduced reliance on TSMC + beneficiary of U.S.-based chip manufacturing $AMAT — Rising semiconductor equipment demand + Intel capacity expansion + beneficiary of advanced-node capex $LRCX — Higher demand for etch/deposition tools + fab expansion + beneficiary of advanced-node manufacturing $KLAC — Inspection and metrology tools + yield ramp-up + beneficiary of Intel advanced-node mass production $ASML — EUV lithography demand + High-NA advanced-node technology + beneficiary of Intel capacity expansion When opportunity shows up, don't ignore it. Buy, stay patient, and hold through the noise — even if it takes more than a year for the thesis to play out.

@StockSavvyShay I see more upside potential in $NBIS.

$IREN initiated at Buy with a $79 PT by Jefferies. The firm says IREN’s 6GW powered land bank and vertically integrated GPU cloud model can support ~$3.1B of ARR. The note also highlights IREN’s $9.7B $MSFT AI infra agreement and $3.4B $NVDA cloud contract positioning it as a credible competitor to $CRWV and $NBIS.

I’ve studied the U.S. stock market for nearly 40 years. Even in retirement, I still make $1.5 million a month. My latest advice for June: $WDC — Current Price: $712 → Price Target: $920 $AVGO — Current Price: $392 → Price Target: $580 $SNDK — Current Price: $1,958 → Price Target: $2,600 $MU — Current Price: $1,043 → Price Target: $1,200 $MRVL — Current Price: $289 → Price Target: $345 $AMD — Current Price: $512 → Price Target: $600 This is not speculation — it is a conclusion based on analysis. Starting in August, the price targets are expected to be gradually achieved. Next alert dropping soon! If you are not following us with notifications turned on, you might miss our next alerts.

AI semiconductor names reversed from early gains to losses yesterday as valuation pressure kicked in. My Wednesday playbook: 1. $WDC — Buy at $675 2. $AMD — Buy at $505 3. $MU — Buy at $1,015 4. $MRVL — Buy at $275 5. $INTC — Buy at $117 6. $AMZN — Buy at $245 AI semiconductors are still the main market theme. We’re likely still in the middle of the bull cycle, and valuation-driven pullbacks are the right time to buy.

I’ve studied the U.S. stock market for nearly 40 years. Even in retirement, I still make $1.5 million a month. My strategy for Tuesday: $SNDK — SanDisk | Continue to Hold $AMD — Advanced Micro Devices | Continue to Hold $MU — Micron Technology | Continue to Hold $MRVL — Marvell Technology | Continue to Hold Additional positions to consider: $INTC — Intel | CPUs + the foundational x86 platform for data centers $GLW — Corning | AI data center fiber optics + a core supplier of glass substrates and advanced materials $AMKR — Amkor Technology | One of the leading OSAT providers, benefiting from advanced AI chip packaging demand (including CoWoS overflow capacity and alternative packaging supply chains) $AVGO — Broadcom | Powered by two major growth engines: AI networking chips and custom ASICs, alongside data center infrastructure Even if AI semiconductor valuations appear elevated, AI semis are still likely to be the primary driver of U.S. equity market gains in 2026. By year-end, you'll understand exactly what I'm talking about today.

Morgan Stanley’s projected SpaceX revenue: 2040: $3.4 trillion estimated 2030: $330 billion estimated 2028: $160 billion estimated 2025: $18.7 billion actual Elon Musk has said SpaceX could reach $1 trillion in revenue by 2030. SpaceX’s 2026 revenue is likely to be around $23–25 billion. Today, $SPCX has a market cap of $2.27 trillion, with the stock trading at $173 per share. If SpaceX really reaches $1 trillion in revenue by 2030, then under the current valuation framework, its theoretical market cap could exceed $90 trillion, implying a potential share price range of roughly $6,900–$7,500. Even if the valuation multiple compresses significantly, using a 20x–30x sales multiple, SpaceX could still be worth $20–30 trillion by 2030, implying a share price of around $1,500–$2,300. In other words, if you invest $10,000 in $SPCX today, you could potentially see it grow to around $150,000 by 2030. Do not miss the opportunity to build life-changing wealth.

@thearslaniqbal Markets never run out of opportunities. Pay close attention to the tape, and you’ll realize investing isn’t nearly as difficult as people make it out to be.

@DavidKostinx 1.5 million a month in retirement. Respect.

I’ve studied the U.S. stock market for nearly 40 years. Even in retirement, I still make $1.5 million a month. My Monday playbook is simple: Bullish Today $SNDK — Benefiting from AI data center storage demand and NAND flash supply. $MRVL — Benefiting from AI data center interconnect, optical communications, and custom chips. $AMD — Benefiting from AI training/inference GPUs, data center CPUs, and AI servers. $POET — Benefiting from photonic chips, optical interconnect modules, and high-speed AI data center transmission. Bearish Today $ADBE — Not a buy. $PINS — Not a buy. $PATH — Not a buy. $SOFI — Not a buy. This isn’t a guess. This is a macro-demand-driven setup. If you see it too, hit the like button.

@StockSavvyShay If you have a long-term mindset, this list is actually very solid.

10 STOCKS CHEAPER THAN THE MARKET MULTIPLE 1. $MU | Micron 2. $SNDK | Sandisk 3. $CRM | Salesforce 4. $ADBE | Adobe 5. $META | Meta 6. $NVDA | Nvidia 7. $DELL | Dell 8. $QCOM | Qualcomm 9. $PYPL | PayPal 10. $MSFT | Microsoft

@SBarsek There are actually a lot of U.S. stocks worth holding for the long term. For everyday investors, holding high-quality names over time is often a much better choice than chasing short-term trades.

@DavidKostinx I have to say, it’s hard not to respect this list — especially from a long-term investing perspective.👍👍

I’ve been studying the U.S. stock market for nearly 40 years, and even after retirement, I still make $1.5 million a month. My June stock list: I’d keep buying next week: $AMD — AI GPUs + data center CPUs + AI servers $INTC — AI PC chips + foundry transformation + semiconductor manufacturing $MRVL — AI interconnect + optical communications chips + custom ASICs Names to buy on weakness: $POET — photonic chips + AI data center optical interconnect $MSFT — AI cloud platform + Copilot + enterprise AI software $AVGO — AI networking chips + custom ASICs + data center interconnect This isn’t a guess. This is a macro-demand-driven setup. If you see it too, hit the like button.

@Ski_Earth Markets never stay the same. Winners are the ones who know how to adapt their strategy to changing market conditions.

@DavidKostinx You said to buy $MU 2 days ago at $780 now your telling people to buy it at $970, very inconsistent of you.

I’ve been studying the U.S. stock market for nearly 40 years, and I make $1.5 million a month. My advice for next week: $FUTU ~ Do Not Buy $PATH ~ Do Not Buy $TEAM ~ Do Not Buy $SPCX ~ Buy at $160 $MU ~ Buy at $970 $AMD ~ Buy at $505 $MRVL ~ Buy at $270 $INTC ~ Buy at $120 $TSLA ~ Buy at$400 $FUTU ~ Buy at $96 People ask, “Why don’t you charge?” I’ve made enough. Sharing is my passion — that’s why I post for free.

I’ll say this one last time: the $SPCX listing could create many multimillionaires. These five companies cannot be missed. $RKLB ~ Rocket Lab $TMUS ~ T-Mobile US $RDW ~ Redwire $STM ~ STMicroelectronics $AADX ~ Applied Aerospace & Defense People ask, “Why don’t you charge?” I’ve made enough. Sharing is my passion — that’s why I post for free.

I’ll say it one last time: AI semiconductor names are pulling back. My playbook isn’t to sell — it’s to buy the weakness. 1. $NVDA — Buy at $196 2. $AVGO — Buy at $360 3. $AMD — Buy at $420 4. $MU — Buy at $780 5. $MSFT — Buy at $400 6. $GOOGL — Buy at $350 7. $AMZN — Buy at $232 8. $ORCL — Buy at $196 9. $META — Buy at $555 10. $PLTR — Buy at $118 People ask, “Why don’t you charge?” I’ve made enough. Sharing is my passion — that’s why I post for free.

@MrPassiveUK U.S. stocks may stay volatile in the near term. Once they hit the price levels I mentioned, you can buy with confidence.

@DavidKostinx All good advice, solid bargains at those prices. All on the assumption the market hits those prices!

AI semiconductor valuations were broadly marked down across U.S. stocks yesterday. My advice: buy the dip at lower prices. $NVDA — Buy at $196 $AVGO — Buy at $360 $AMD — Buy at $420 $MU — Buy at $780 $MSFT — Buy at $400 $GOOGL — Buy at $350 $AMZN — Buy at $232 $ORCL — Buy at $196 $META — Buy at $555 $PLTR — Buy at $118 People ask, “Why don’t you charge?” I’ve made enough. Sharing is my passion — that’s why I post for free.

I worked at Goldman Sachs for 30 years, and even after retirement, I’m still able to generate $1.1 million per month. Here is my recommendation for this week: 1.Nebius ~ $NBIS — Buy at $205 2.Nvidia ~ $NVDA — Buy at $198 3.AMD ~ $AMD — Buy at $455 4.Broadcom ~ $AVGO — Buy at $372 5.Marvell ~ $MRVL — Buy at $260 6.Micron ~ $MU — Buy at $870 7. Intel ~ $INTC — Buy at $98 8.TSMC ~ $TSM — Buy at $405 9.ASML ~ $ASML — Buy at $1,620 10.Applied Materials ~ $AMAT — Buy at $455 People ask, “Why don’t you charge?” I’ve made enough. Sharing is my passion — that’s why I post for free.

@santani_virgo You’ve got a sharp eye for opportunities.

@DavidKostinx I agree on Nebius, NVDA and long term Coreweave are great picks

My advice this week is simple: follow President Trump’s lead and buy AI stocks. 1.Nebius ~ $NBIS — Buy at $205 2.Iren ~ $IREN — Buy at $48.50 3.CoreWeave ~ $CRWV — Buy at $88 4.Nvidia ~ $NVDA — Buy at $196 5.Qualcomm ~ $QCOM — Buy at $198 6. Oracle ~ $ORCL — Buy at $196 Don’t miss this rare opportunity...