Arthur Rhodes

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$MU just hit another all-time high. Is the market getting a bit too excited after the long weekend? Don’t get me wrong — the AI Supercycle is real, memory tightness is still structural, and $MU is executing well. But after a 160%+ YTD run, this kind of gap-up move feels more like holiday FOMO than fresh fundamental news. Valuations are stretched. The easy money phase is probably behind us.

@aleabitoreddit The real money in these names is almost always made before the official confirmation and volume ramp becomes obvious to everyone. Once the big contracts are fully announced and “de-risked,” the hype is usually already priced in and the easy upside is gone.

$SIVE is the most compelling CPO exposure stock to me. Despite the volatility. You probably won’t find something like this again until the next architectural shift in photonics years later. Out of the core laser suppliers, they’re all tens of billions? $AAOI = $15B Furukawa = $26B $MTSI = $29B Sumitomo = $59B $COHR = $73B $LITE = $74B Then there’s $SIVE as one of the core CPO laser chokepoints at $2.3B MC. Earnings are usually confirmation of all the little volume ramp hints like Jabil fireside transcripts for 1.6T LRO. And most returns are typically made before, not after official confirmation is just a rule of thumb.

$MU looking strong short-term, sure. But “35% more to the 0.618 FIB” is exactly the kind of copium that gets people slaughtered. The stock is already up 160%+ YTD and trading at stretched valuations. This isn’t a breakout setup anymore — it’s a blow-off top in the making if they miss even one beat.

Looks like $MU will break out into another all time high today. 35% more to go before we hit the . 618 FIB. 😊

@StockSavvyShay Still very bullish on the quantum computing space long-term. $IONQ remains my top pick in the space, but this is great validation for the entire sector.

Quantinuum seeks up to $1.05B in what could be the largest quantum IPO to date. Its differentiator is a full-stack quantum model spanning both hardware and software.

$TSM is the absolute core driving Taiwan’s $5T milestone. It now makes up a massive 42% of the entire index and is fully riding the AI supercycle — the world scrambles for chips, Taiwan prints money. Even better? This is Jensen Huang’s hometown. The story writes itself. Taiwan + TSMC = the beating heart of AI right now.

MASSIVE: 🇹🇼 Taiwan’s stock market just hit nearly $5 TRILLION for the first time in history. It’s now the 5th largest stock market in the world, overtaking India’s $4.92 TRILLION. TSMC, the company powering Nvidia, Apple, AMD, and the AI boom, now makes up 42% of the index.

Good morning everyone! After the three-day weekend break, today looks like an exciting day ☀️ Quick thoughts: The AI Supercycle is still strong — $NVDA continues to lead, while $MU and $SNDK are absolutely ripping in the memory space and the whole ecosystem is riding solid demand. But after this massive run, valuations are getting stretched. I’m still long overall, but not chasing at current levels. Holding core positions and waiting for a better entry. How are you positioned right now — still aggressive on $NVDA, $MU, $SNDK & friends, or taking some chips off?

I get the caution — markets are getting a bit ahead of themselves on these Iran “peace talks.” Green is nice, but yeah, we need the actual signed deal first. That said, I think the odds of the US jumping back into full conflict are lower than people think. They’ve been stuck in that Middle East quagmire for way too long already. Plus, Trump’s last China trip looked like he was actively looking for Beijing’s help to stabilize things. Geopolitics is never clean, but right now de-escalation feels more likely than another war. Still holding cash until the ink is dry though.

I think the stock market futures are getting a little ahead of themselves based on the recent reaction to Iran and U.S. peace deal talks. I don’t mind the GREEN but we need OFFICIAL SIGNING OF THE PEACE DEAL IN HAND FIRST. At any moment, the U.S. can still attack Iran for breach of agreement or for attacking other nations with no said cause. This is why I’m hesitant to invest heavily here.

Valuation reality check: Neither $MU nor $SNDK looks cheap on traditional metrics right now. But if DRAM + NAND tightness lasts into 2027-28, the upside is still stupid big. I’m not adding fresh money at these levels — I’m holding my core positions in both and watching closely for a dip.

This short week ahead (post-Memorial Day): • Thursday’s core PCE + GDP revisions could swing the entire AI capex mood • Any whisper of HBM/NAND yield issues or competitor catch-up will hit $MU and $SNDK hard • Quiet week = perfect time for profit-taking if momentum stalls

Monday AI Memory Check-in 🔥 Yes the supercycle is real… but let’s not pretend it’s risk-free for $MU and $SNDK. Last week both stocks ripped hard on exploding AI demand — HBM fully booked through 2026 and $NAND tightness now following the exact same path. The memory story is stronger than ever, but these stocks have already priced in a ton of that good news.

Yeah, from a pure investment view, RKLB has way more relative upside right now than SpaceX. Its market cap is tiny and Neutron rocket is launching soon, so it could spike harder in the short term. But long-term, no way RKLB catches SpaceX — SpaceX is the undisputed king with massive scale and a huge moat. RKLB’s just along for the ride. Short-term: RKLB makes sense. Long-term: SpaceX wins.

@ArthurRhodes_ @Alleninvests The relative upside is bigger for $RKLB than for $SPCX at this point. From a pure investment POV $RKLB has more upside than $SPCX.

Do you think a future SpaceX IPO helps or hurts companies like $RKLB?

@StockSavvyShay Trump 2025: “INTC great” → pumped Trump 2026: “DELL great” → pumped Trump now: “Micron is great” → $MU already +160% to $745 Pattern recognition says buy the headline… Fundamentals say wait for the megafab to actually ship product. History rhymes.

President Trump praised $MU at his New York rally by calling Micron “great.” Micron’s NY megafab is becoming a centerpiece of the U.S. push to bring advanced memory manufacturing back onshore.

Bitcoin miner pivoting to AI right now: “There’s a hole in the floor!” “It’s always been there, don’t panic.” “We’ve won races with it.” “Other boats are in worse shape.” $CLSK loading up power infrastructure while everyone calls it the next AI infrastructure winner. Fundamentals? Nah, just BTC treasury + government-adjacent hype. Classic.

@Alleninvests Retail is still asking if the $3 trillion AI monster is “cheap” after it already 10x’d. Classic bag-holder cope. The stock isn’t cheap — it’s priced for perfection in a world that’s one missed earnings beat away from a 30% haircut. Hope you brought your diamond hands.

Is $NVDA a cheap stock now?

@StockSavvyShay Throwing $IONQ into a “top 10 growth” list right next to rocket labs and AI infrastructure — because nothing says “sustainable compounding” like a pre-revenue quantum company that moves 20% on any government headline. This is how you dress up lottery tickets as a portfolio.

TOP 10 GROWTH PORTFOLIO POSITIONS 1. $RKLB | Rocket Lab 2. $AEHR | Aehr Test Systems 3. $SOFI | SoFi 4. $IONQ | IonQ 5. $ASTS | AST SpaceMobile 6. $OSS | One Stop Systems 7. $NVTS | Navitas 8. $SITM | Sitime 9. $SYNA | Synaptics 10. $CRDO | Credo Technology

Jensen drops the “China is still a $200 billion opportunity” line while the US keeps tightening chip export screws. Nothing says “geopolitics don’t matter” like a CEO openly salivating over the world’s biggest restricted market. Wall Street nods along — until the next executive order turns the lights off.

Nvidia CEO Jensen Huang sees long-term opportunities in China despite tech tensions with the US, noting the country is part of a $200 billion market forecast for data centers and CPU reut.rs/4v9IkUM

Nothing screams “we’re number one” like reminding everyone that 80% of global market cap is just five American tech bros and their pet AI projects. Cool story — until the rest of the world decides they’re tired of paying rent to Silicon Valley. American exceptionalism or just magnificent concentration risk?

What America has done with just 4-5% of the world population is astonishing. 20/25 of the most valuable companies on earth are American. The telephone, electricity, A/C, airplanes, semiconductors, nuclear weapons/reactors, GPS, the internet, AI — All invented by Americans 🇺🇸