Mary Beth Berg

It's 2030, your portfolio has 30x-50x why? Becuase you bought these 4 memory stocks and held: 1. $MU — Micron Technology Target: $5,000 by 2030 AI servers require massive HBM; memory becomes AI's biggest bottleneck. 2. $SNDK — SanDisk Target: $4,000 by 2030 Every AI model creates exploding storage demand across the world. 3. $WDC — Western Digital Target: $2,500 by 2030 Data must be stored forever; AI multiplies storage requirements. 4. $DRAM — DRAM ETF Target: $300 by 2030 Owns the memory ecosystem powering AI compute and storage. Memory is the new oil. Without memory, AI cannot train, infer, or scale. Below are $BAC.PRK projections it shows we're still super early. ♻️ RESHARE this post and write 1 comment, I'll DM you my best call option to buy and hold for 1000% (again!)

When $SPY crashes 10%-20% this summer, I'd BUY ONLY bottleneck AI stocks. Without them there is no AI: $MU — Micron Technology Current: ~$879 | Buy Zone: $680–$700 HBM demand floor, prior ATH breakout retest, massive volume base $NVDA — NVIDIA Current: ~$200 | Buy Zone: $165–$180 200-day MA confluence, prior multi-month consolidation base reclaim $AVGO — Broadcom Current: ~$372 | Buy Zone: $320–$330 Custom ASIC demand floor, prior breakout level acting as support $MRVL — Marvell Technology Current: ~$245 | Buy Zone: $180–$200 S&P 500 inclusion tailwind, optical interconnect breakout retrace zone $ASML — ASML Holding Current: ~$1735 | Buy Zone: $1300–$1400 EUV monopoly moat, prior breakout ceiling flipped to support $AMAT — Applied Materials Current: ~$489 | Buy Zone: $390–$400 Chipmaking equipment leader, prior resistance turned demand zone $TSM — TSMC Current: ~$407 | Buy Zone: $350–$360 Foundry monopoly, 30% YoY revenue surge, institutional demand base $ANET — Arista Networks Current: ~$149 | Buy Zone: $125–$135 AI networking leadership, demand cluster at prior consolidation zone $CIEN — Ciena Corp Current: ~$429 | Buy Zone: $300–$320 Optical supply crunch through 2029, post-earnings gap fill support zone $LITE — Lumentum Current: ~$835 | Buy Zone: $600–$700 800G/1.6T backlog exploding, $1,000 psychological level holds as base $COHR — Coherent Corp Current: ~$402 | Buy Zone: $340–$360 NVDA $2B investment partner, indium phosphide ramp ahead of schedule $AAOI — Applied Optoelectronics Current: ~$174 | Buy Zone: $100–$120 800G hyperscale shipments just began, prior breakout base — high beta $VRT — Vertiv Holdings Current: ~$280 | Buy Zone: $230–$240 Liquid cooling backbone, ATH pullback to Q4 2025 breakout base level $NBIS — Nebius Group Current: ~$218 | Buy Zone: $160–$170 $46B Microsoft + Meta contracts, 684% revenue growth, EMA200 support $CRWV — CoreWeave Current: ~$95 | Buy Zone: $70–$80 $99.4B revenue backlog, near 52-week lows, high beta AI cloud floor $IREN — Iris Energy Current: ~$55 | Buy Zone: $30–$35 5GW NVDA partnership, $3.65B financing closed, renewable GPU compute ♻️ RESHARE this post and make 1 comment, I'll DM you my top 3 to get next week (sell off will continue more this week).

The AI supercycle is in year 3 of 15. You didn't miss it. You'd make millions by knowing whats coming and buying dips until 2030+ Pay attention, we just finished Phase 1 2023-2025 chips · memory · connectivity $NVDA → Designs the GPUs every AI model trains and runs on. $MU → Makes high-bandwidth memory inside every AI server. $COHR → Moves data at light speed between GPUs optically. $MRVL → Custom silicon connecting every chip in a hyperscaler's cluster. $AVGO → Builds Google's, Meta's, and Apple's custom AI chips quietly. $AMD → Only credible GPU rival to NVDA for AI training. PHASE 2 — The grid gets built (2026–2027) power · cooling · networking $IREN → AI-native data centers built to scale compute and power. $WULF → Energy-efficient infrastructure hosting the world's most power-hungry AI workloads. $VRT → Cooling and power systems keeping AI data centers running. $ETN → Electrical gear powering every hyperscale AI facility being built. $CEG → Nuclear energy feeding AI's insatiable around-the-clock power demands. $ANET → High-speed switches moving massive AI workloads across GPU networks. $GEV → Gas turbines physically delivering power to data centers. $SMCI → Liquid-cooled GPU server racks — pick-and-shovel for AI density. PHASE 3 — The massive bottleneck (2027–2029) materials · space · autonomy $MP → Mines rare earth materials used in AI hardware and defense. $USAR → Domestic minerals securing U.S. AI manufacturing independence. $ASTS → Satellites delivering AI connectivity to every corner of Earth. $RKLB → Low-cost rockets launching satellites powering AI communication networks. $KTOS → AI-driven autonomous weapons systems entering mass military deployment now. $TSLA → Leads real-world AI through robotics, autonomy, and manufacturing. $SYM → AI-powered warehouse robots automating global logistics at scale. $ALAB → Chip packaging bottleneck — critical past 100K GPU nodes. $PLTR → Software turning AI compute into defense and enterprise decisions. PHASE 4 — Full automation (2030+) platforms · agents · quantum $MSFT → Deploys AI agents across every enterprise software product it sells. $GOOGL → Controls AI search, cloud, and consumer distribution globally. $META → AI assistants across 3 billion users in social and commerce. $CRM → AI agents inside enterprise sales — 150K customer moat. $NOW → AI workflow OS for Fortune 500 enterprises. Quantum $IONQ $RGTI $QUBT — next-gen compute unlocking exponential AI breakthroughs. ♻️ RESHARE this post and make 1 comment, I'll share when to add these stocks in June.

When $SPY crashes 10%-20% this summer, everything will be on sale. Add these 16 stocks for the reversal of a lifetime: 1. $NOW — AI automates every enterprise workflow at scale Buy zone: $85–$100 | Near 52-week lows, massive AI re-rating 2. $BE — Fuel cells powering AI data centers off the grid Buy zone: $200–$220 | $ORCL deal de-risks demand story 3. $ASTS — Satellite broadband direct to your phone, globally Buy zone: $65–$70 | Post-earnings flush, thesis intact 4. $GOOG — Gemini + TPUs + Search = AI moat unmatched Buy zone: $300–$320 | Key support, 52-week low area 5. $LITE — Optical switches are the nervous system of AI Buy zone: $600–$700 | Pulled back from $1,000+, still growing 85% YoY 6. $MU — HBM memory is the oxygen inside every AI server Buy zone: $700–$750 | Key support after Broadcom-induced selloff 7. $SNDK — NAND flash storage exploding on AI inference demand Buy zone: $1,100–$1,200 | Bull flag on the weekly chart 8. $TE — Data center power infrastructure, critical AI backbone Buy zone: $6–$7 | Oversold, government energy tailwinds building 9. $RKLB — Launch provider + space systems for AI-connected satellites Buy zone: $80–$90 | Pulled back hard, $816M SDA contract intact 10. $AAOI — 800G transceivers shipping to hyperscalers at scale Buy zone: $120–$130 | Volatile beta, best entry on deep dips 11. $NVDA — Designs the GPUs that run every AI model on earth Buy zone: $165–$175 | 52-week support zone, Jensen demand still intact 12. $ONDS — Drones + autonomous rail powering AI-enabled defense Buy zone: $7–$8 | Near prior base breakout level 13. $IONQ — Trapped-ion quantum computers for post-classical AI computing Buy zone: $27–$40 | 52-week range low, government funding tailwind 14. $AMD — EPYC + MI300X chipping away at NVDA's AI market share Buy zone: $350–$360 | Key technical support from prior consolidation 15. $ARM — Architecture inside every AI chip ever designed Buy zone: $220–$240 | Pulled back from highs, royalty model scales forever 16. $ORCL — Cloud infra + AI database layer for the enterprise Buy zone: $130–$140 | Near 52-week lows pre-earnings catalyst Remember, when $SPY sells off, you should the strong companies and hold for a massive move back towards $820+ by year end. ♻️ RESHARE this post and write 1 comment, I'll DM you my $SPY contract I'm getting for 1000% winner

In 5 years, $AVGO exploded 1000% from $47 to $470+ Tonight will be $AVGO biggest earnings in history. I'm bullish on it and here's why: 1. AI Revenue Is About to Print the Biggest Single-Quarter Number in Broadcom's History The guided number was $10.7B in AI chip revenue for Q2. That is not just a beat setup, it is a structural acceleration. Q1 came in at $8.4B and already beat expectations. If tonight prints $11B or higher, that is 140%+ YoY growth on a base that is already massive. For context, Broadcom did $4.4B in AI revenue just two quarters ago. The market will reprice the entire forward earnings curve in one session. A number above guidance at this scale does not get a polite reaction. It gets a gap. 2. The Q3 Guide Is the Real Catalyst, Not Q2 Every sophisticated trader knows tonight is about Q3 guidance, not the print itself. If Hock Tan walks onto that call and guides Q3 revenue toward $24-25B with AI chip revenue above $12B, the stock re-rates immediately. The $100B AI revenue figure he cited for 2027 becomes a straight-line extrapolation the market can finally model with confidence. Institutions that have been waiting on the sidelines for a clean entry point will not wait for a pullback. They chase. 3. Dealer Hedging Creates a Mechanical Bid That Cannot Be Stopped The options market is loaded. Call volume is running nearly 2:1 over puts with a 0.46 put/call ratio. AVGO is already trading in the positive gamma extension zone above C1. The moment the stock gaps up on earnings, every dealer who sold calls into this print is forced to buy shares to stay delta-neutral. That buying pushes price higher, which forces more buying. It is not sentiment driven at that point. It is mechanical. The gamma squeeze feedback loop on a $400+ stock with this much open interest can add 3-5% on top of whatever the fundamental move is. 4. The $MRVL Read-Through Just De-Risked the Entire Custom Silicon Thesis $MRVL reported last week and exploded 25%+. Their custom AI silicon business confirmed that hyperscaler demand for custom accelerators is not slowing, it is accelerating into the second half of 2026. Broadcom is the largest custom silicon player on the planet with more hyperscaler customers than anyone. $MRVL just told the market the cycle is real and durable. When the sector leader reports into a tape where the second-largest player just validated every bull thesis, you do not get a quiet reaction. The $MRVL print is the pre-game show. $AVGO is the main event. $AVGO if they beat will do $DELL and $HPE explosion move. ♻️ RESHARE this post and write 1 comment, I'll DM you my exact play for $AVGO earnings tonight.