David vonAh

6.1K posts

David vonAh

David vonAh

@DAVIDVONAH

Money Coach, Mentor, Trusted Advisor. Mutual Fund Professional. Life Insurance. Deep Thinker! Inflation is 🔥. Reach out to me to hear about assets that beat it

USA Katılım Ocak 2012
381 Takip Edilen346 Takipçiler
West Coast College Sports Guy
Drop the most random Fresno State football player you can think of in the comments! Let’s see who actually remembers them. 👇 🏈
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StockWhale
StockWhale@thestockwhale·
Nuclear is one of the ONLY sectors in the world right NOW that can 30X your money. And it's still so EARLY. If you WANT to be rich, buy nuclear every single chance you can get. Here are the top nuclear stocks to buy this week: 1. NuScale Power $SMR 2. Oklo $OKLO 3. ASP Isotopes $ASPI 4. Terrestrial Energy $IMSR 5. GE Vernova $GEV 6. Vistra Corp. $VST 7. Cameco Corporation $CCJ 8. Nano Nuclear Energy $NNE 9. X-Energy $XE 10. BWX Technologies $BWXT 11. Lightbridge $LTBR 12. Centrus Energy $LEU ETFs include $NUKZ, $URA, $NLR, and $XLU All my buy and sell signals in Discord @ stockwhale.vip.
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Michael | Hypermarkets
Michael | Hypermarkets@itsmichaelluu·
It's 2035, you're a millionaire, you did exactly this in June 2026: 1. Open up a ROTH IRA (or tax-free savings account) 2. Buy stocks Trump is telling you to buy when he says it (not after it spikes) - $NOW $85 →$400+ - $DELL $235 → $800+ - $MU $320 → $3000+ - $IBM $220 → $600+ - $INTC $20 → 400+ *these are going a lot higher by 2035 just like $NVDA $AAPL $GOOG $TSLA $AMZN $MSFT 3. BUY LEAPS example $NOW buy Jan 2028 $200 calls. 4. OR just put $500-$1000 bucks into $VOO $QQQ each month (safest) 5. Be patient, keep it boring and simple. ♻️ RESHARE this post and write 1 comment, I'll DM you what LEAP to buy for each of these. Then do nothing, just buy and hold it.
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Justin Banks
Justin Banks@RealJGBanks·
The next 5-10 years will RETIRE you. MILLIONAIRES will be made from the AI super cycle build out. Here’s how I and those following me will position: 2026–2027: AI Infrastructure Boom Money floods into chips, memory, networking, photonics, data centers, cooling, and compute capacity. AI Chips: $NVDA $AMD $AVGO $MRVL $INTC Memory: $MU $SNDK $WDC Photonics: $GLW $AAOI $NVTS AI Infrastructure: $VRT $SMCI $DELL $NBIS $IREN 2028–2030: The Power Bottleneck It becomes a grid, power, copper, uranium, and domestic supply chain story. Grid: $ETN $PWR $HUBB $VRT Electrification: $GEV $TE $ALB $SQM Copper: $FCX $TECK $SCCO Rare Earths: $MP $CRML $USAR $TMRC Nuclear: $UUUU $SMR $OKLO 2030+: The Application Layer Robotics: $TSLA $SERV $SYM Autonomy: $ACHR $JOBY Defense: $LMT $PLTR $KTOS $AVAV Space: $RKLB $ASTS $LUNR $PL $BKSY I’m trying to help you position and become a MILLIONAIRE. I will make sure it happens.
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Justin Banks
Justin Banks@RealJGBanks·
The U.S. government is literally telling you where money is going next: DRONES. IF you missed out on the other Trump picks like $INTC and $DELL this your chance. Trump is pursuing funding deals to boost domestic drone production. Pure-Play Drone / Autonomy Names $AVAV - military drones $KTOS - autonomous warfare systems $RCAT - Teal defense drones $ONDS - drone autonomy + networks $DPRO - FPV drone systems $UMAC - U.S. drone supply chain $SWMR - drone swarm technology $PDYN - AI drone software $AVEX - defense drone contractor Counter-Drone / Defense Tech $DRSHF - anti-drone defense $LHX - ISR + drone warfare systems Major Defense Exposure $NOC - military UAV programs $LMT - autonomous defense systems $TXT - unmanned aircraft systems $GD - defense systems exposure $BA - UAV + aerospace programs
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Black Panther Capital
Black Panther Capital@BlackPantherCap·
> Short-term portfolio: +200% YTD. > Long-term portfolio: +75% YTD. +1K new followers since yesterday. We just hit 25K followers. Amazing! This 2-minute post will save you from the herd and make you generational wealth: The market doesn’t crash; it rebalances. It systematically strips capital from the emotional and transfers it to the analytical. If you’re scared of "bubbles," you’re looking at the wrong metrics. Here is why the bears are wrong. 1/6 - Hard Money Reality Stop measuring your success in debased fiat. Measure in Gold. At a 0.009 ratio, the S&P 500 isn't "bubbly", it’s arguably at a generational entry point. We are 75x below the 1966 valuation peak. This isn't a top; it’s a coiled spring. 2/6 - The 50-Year Truth Look at the 50-year trend. It’s a straight line up, disguised by periodic panic. Every "catastrophic" dip on this chart was a gift to the patient. While the crowd sells into fear, the alpha-player accumulates. Time in the market > Timing the market. 3/6 - Bubble vs. Boom (The Alpha Metric) Stop calling every vertical chart a "bubble." Bubble (Cisco): Price decoupled from reality. Pure speculation. Boom ($NVDA): Price is simply tagging along with explosive earnings growth. Fundamentals dictate the trend. If earnings support the price, it’s not a bubble, it’s a compounding machine. 4/6 - The Takeaway The FUD is noise. The math is signal. We aren't in a bubble; we are in a valuation disconnect. When the nominal price looks high but the hard-money ratio hits multi-decade lows, you stop asking if it’s time to sell and start asking how much more you can buy. 5/6 - Final Note Yes, we will see dips. Trying to ‘time market’ compared to ‘buy and hold’ underperforms. Missing the best 10-50 days in a period often turns strong returns into flat or negative ones. Real investors attempting timing lag the index by 1-6% annually due to missed rallies, transaction costs, and behavioral errors. Perfect foresight is required for outperformance; imperfect timing reliably destroys compounding. Buy-and-hold captures the long-term equity premium shown in the 50-year chart. 6/6 - A Word of Gratitude We’ve now reached 25,000 in this community in six months. The scale exceeds what I imagined in the beginning. I’m truly grateful for every person who supported and sustained the community through that period. The collective presence created this result. Thanks for being here and showing your support. I’ll never take that for granted. -BP Please note, as always: this is not financial advice. $IREN $NBIS $CIFR $ASTS $RKLB $AAOI $OUST $SIVE $NOK $PNG.V $ONDS
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Michael | Hypermarkets
Michael | Hypermarkets@itsmichaelluu·
2 years ago, $POET was $0.90. It hit $21 this year, up 2300% so far. There's only 5 stocks under $20 like $POET: 1. $TE ~$8.08 Solar manufacturer powering AI data centers. Leopold Aschenbrenner's $13.7B Situational Awareness fund just bought 10M shares. AI infrastructure is starving for domestic power TE builds it. 2000% potential if they land hyperscaler contracts. 2. $KEEL ~$4.81 Former Bitcoin miner that pivoted HARD into AI & HPC infrastructure. Controls 2+ GW of power capacity across North American sites. Chardan just initiated with a Buy. Power is the #1 bottleneck for AI $KEEL owns it. 3. $LAES ~$3.38 SEALSQ builds post-quantum security chips. Revenue up 66% in 2025. $200M+ commercial pipeline through 2029. AI needs unhackable hardware quantum-safe chips are the next arms race nobody is talking about yet. 4. $EOSE ~$8.00 Eos Energy makes zinc-based battery storage for AI data centers. Just signed a joint development deal with Turbine-X Energy targeting 2 GWh of AI data center power over 3 years. Analysts have a $10.94 price target — but that's before a big hyperscaler deal lands. 5. $CLSK ~$15.97 They mine Bitcoin but is sitting on 1.8 GW of contracted power in cheap energy grids. In "advanced discussions" with a direct investment-grade hyperscaler customer. If that deal closes, this re-rates from Bitcoin miner to AI infrastructure play overnight. I have 1 more from the lows at $30 already. I think it can 10x still (to be honest). ♻️ RESHARE this post and make 1 comment, I'll DM you the ticker to review.
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InvestmentGuru
InvestmentGuru@InvestmentGuru_·
One AI Supercycle - 10 Layers. 10 Tickers. Layer 1 — Power | $BE A single AI data center can consume 100–500MW. The US grid wasn’t built for this. Bloom Energy sits at the intersection of distributed power generation and the insatiable energy appetite of hyperscalers. Power is the foundational constraint — before chips, before cooling, before anything else. Layer 2 — Substrates | $AXTI InP (Indium Phosphide) and GaAs (Gallium Arsenide) wafers are the raw material for photonic components — lasers, modulators, detectors. AXT Inc supplies these specialty substrates to the photonics supply chain. Demand is structurally rising as Co-Packaged Optics (CPO) and 1.6T transceivers scale. Tight supply, long qualification cycles, few alternatives. Layer 3 — Chips | $NVDA H100. H200. Blackwell. Each generation widens the moat rather than narrowing it. CUDA lock-in is one of the deepest competitive advantages in tech history. $NVDA isn’t just a chipmaker — it’s the operating system of the AI era. Layer 4 — Memory | $MU HBM3E (High Bandwidth Memory) is the bandwidth interface between the GPU and data. Without it, the most powerful chips in the world are throttled. Micron is one of only three companies globally that can produce HBM at scale — alongside SK Hynix and Samsung. Supply is tight. ASPs are rising. The AI upgrade cycle is a multi-year HBM demand wave. Layer 5 — Photonics | $AAOI As data centers scale from 400G to 800G to 1.6T optical speeds, the components inside transceivers — lasers, modulators, detectors — face an exponential demand surge. Applied Optoelectronics is a pure-play photonics manufacturer benefiting directly from this cycle. Margin expansion + volume ramp = a powerful setup. Layer 6 — Optics | $LITE If photonics makes the components, optics assembles them into the interconnect. Lumentum is a leader in optical networking — coherent transceivers, 3D sensing, EML lasers. The 800G → 1.6T transition is a hardware replacement cycle that touches every hyperscaler and co-lo data center globally. This isn’t incremental demand. It’s a full network overhaul. Layer 7 — Cooling | $VRT Vertiv designs and manufactures liquid cooling, immersion systems, and thermal management infrastructure for high-density AI racks. As GPU power density climbs past 1kW per chip, traditional air cooling fails. Vertiv is already embedded with the largest hyperscalers. Backlog is growing. Lead times are extending. Layer 8 — Networking | $ANET Arista Networks builds the high-speed Ethernet switching fabric that connects thousands of GPUs inside AI training clusters. Their software-defined architecture and 400G/800G switching platforms are designed for exactly the traffic patterns AI workloads generate. AI networking is a separate, incremental growth vector on top of their already dominant enterprise business. Layer 9 — Data Centers | $NBIS Nebius Group is building AI-native data centers — purpose-built for GPU density, liquid cooling, and low-latency networking. Unlike legacy co-los retrofitting old facilities, Nebius is starting from scratch for the AI era. Backed by Yandex’s original infrastructure DNA, they’re scaling fast in a market where capacity is chronically constrained. Layer 10 — Hyperscalers | $GOOG Google has committed $75B in capex for 2025 alone. Their TPU buildout, data center expansion, and AI product integration (Gemini, Search, Cloud) make them both a consumer and a builder across the stack. Every dollar they spend flows down through layers 1–9. The AI supercycle isn’t a software story — it’s a physical infrastructure buildout that rivals the railroad era. Every layer of this stack is capacity-constrained, capital-intensive, and structurally undersupplied relative to where demand is heading. Most investors own one or two names at the top of the stack. The opportunity is in understanding all 10 layers — and sizing accordingly. Not financial advice .
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Michael | Hypermarkets
Michael | Hypermarkets@itsmichaelluu·
CEO $NVDA says to buy sustainable energy stocks. $ENLT is the strongest with price target $400+ Its spiked $15 to $90 for 600% already. Right now, these 16 stocks have the exact set-up: 1. $PLUG — Price: ~$3.76 | Target: $30 Green hydrogen fuel cells deliver clean, on-site backup power for AI data centers bypassing overloaded grids entirely. 2. $FLNC — Price: ~$20 | Target: $65 Grid-scale battery storage keeps renewable power stable and uninterrupted for 24/7 AI data center operations. 3. $ARRY — Price: ~$10 | Target: $40 Solar tracking systems maximize output at utility farms directly powering AI data center campuses nationwide. 4. $SHLS — Price: ~$10 | Target: $32 Electrical balance-of-system components connect large solar farms to the grid that powers AI infrastructure. 5. $RUN — Price: ~$14.00 | Target: $50 Distributed home solar and storage cuts grid strain during peak AI-driven electricity demand surges. 6. $CSIQ — Price: ~$17.87 | Target: $80 Utility-scale solar modules and grid-scale battery storage systems feed clean power into AI-hungry electrical grids. 7. $BEP — Price: ~$35 | Target: $200 Global hydro, wind, solar & nuclear operator $BE partnered with Bloom Energy in a $5B deal to co-build AI power factories. 8. $CWEN — Price: ~$38 | Target: $120 10+ GW of contracted wind, solar & storage sells clean baseload power directly to hyperscaler data centers. 9. $JKS — Price: ~$25.00 | Target: $50 One of the world's largest solar manufacturers supplying panels to utility farms feeding the AI power grid. 10. $DQ — Price: ~$20.00 | Target: $35 Polysilicon feedstock producer enabling solar panel manufacturing that powers AI data center campus buildouts. 11. $HASI — Price: ~$42 | Target: $80 Finances solar, wind & storage projects supplying contracted clean power directly to AI data center operators. 12. $EOSE — Price: ~$8 | Target: $24 Long-duration zinc batteries solve renewable intermittency enabling always-on clean power for non-stop AI workloads. My top 3 favorite ones to buy and hold would be $PLUG, $ENLT and $BEP since they have a deal with $BE. BONUS, I really like $ENPH (look how beaten down it is) at $53. It could run towards $300+ again. ♻️RESHARE this post and make 1 comment for my list of sustainable energy companies under $10. There's only 5 good ones like $PLUG to choose from.
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Mark Sterling
Mark Sterling@MarkSterling0·
Top 6 growth stock groups for next-generation AI infrastructure buildout in 2026. Optical sector: 1. $AAOI 2. $AXTI 3. $LWLG 4. $LITE 5. $COHR Critical Minerals: 1. $USAR 2. $UUUU 3. $MP 4. $UAMY Memory/Storage: 1. $SIMO 2. $SNDK 3. $MU 4. $WDC 5. $MRAM Energy: 1. $AMPX 2. $TE 3. $EOSE 4. $BE Semiconductor: 1. $NVTS 2. $MRVL 3. $AMD 4. $ARM 5. $AMBQ AI Infrastructures: 1. $NBIS 2. $IREN 3. $CIFR 4. $ALAB We are still early in the AI buildout phase and these stocks has long runway for growth. Bookmark and invest in the best ones!
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InvestmentGuru
InvestmentGuru@InvestmentGuru_·
WHERE THE MONEY FLOWS NEXT — Full Renewable Energy Capital Rotation Map. Oil holding $100+ is the ultimate catalyst for the energy transition. SOLAR — The Lowest Cost Energy Ever Built → $FSLR — largest Western hemisphere PV manufacturer, $16.4B backlog, 53.7 GW contracted → $ENPH — microinverter leader, IQ Battery storage, 22,000+ certified installers globally → $SEDG — solar power optimization & residential storage → $JKS — JinkoSolar, 370 GW cumulative shipped, expanding into utility-scale storage → $CSIQ — Canadian Solar, global manufacturing + storage integration WIND — Backbone of Grid-Scale Renewables → $VWDRY — Vestas, global wind turbine leader → $GEV — GE Vernova, grid modernization + wind equipment supercycle → $ORSTED — offshore wind pure play → $SIEGY — Siemens Energy, onshore + offshore wind + grid ENERGY STORAGE — The Most Critical Layer → $EOSE — Eos Energy, zinc-based long duration storage, no lithium dependency → $FLNC — Fluence Energy, utility-scale BESS deployments globally → $STEM — AI-driven battery storage optimization platform → $BE — Bloom Energy, solid oxide fuel cells, AI data center power Utility-Scale Integrated: → $NEE — NextEra, largest battery storage developer in North America, 3.6 GW operational → $BEPC — Brookfield Renewable, 80 GWh battery storage in development pipeline → $AES — AES Corp, major BESS developer across Americas Lithium & Materials (Picks & Shovels): → $ALB — Albemarle, world’s largest lithium producer, vertically integrated → $SQM — Sociedad Química, Chilean lithium giant → $LAC — Lithium Americas, North American supply chain play → $LTHM — Livent, lithium for EV + grid storage Solid-State (Next Gen): → $QS — QuantumScape, solid-state lithium-metal batteries → $SLDP — Solid Power, solid-state EV battery development → Battery pack prices falling to $105/kWh in 2026 — making storage economically superior to fossil fuel peakers for the first time at scale  NUCLEAR — Always-On Baseload Bridge → $CEG — Constellation Energy, largest U.S. nuclear operator, AI data center offtake deals → $OKLO — next-gen microreactor, Sam Altman-backed → $SMR — NuScale Power, small modular reactor pioneer → $CCJ — Cameco, uranium supply chain kingpin → $UEC — Uranium Energy Corp, domestic U.S. uranium producer GRID & TRANSMISSION — The Bottleneck Nobody Talks About → Global energy transition investment hit a record $2.3T in 2025 — grid modernization is a core pillar  → $ETN — Eaton, electrical infrastructure & power management → $GEV — GE Vernova, grid equipment + turbines → $VRT — Vertiv, data center power & thermal management → $HUBB — Hubbell, electrical products & grid components → $PWR — Quanta Services, grid construction & EPC → $EMR — Emerson Electric, industrial automation + energy infrastructure → $ABB — ABB Ltd, power systems, grid-forming inverters, EV charging infrastructure HYDROGEN & FUEL CELLS — Longer Duration Optionality → $PLUG — Plug Power, green hydrogen + fuel cell systems → $BE — Bloom Energy, hydrogen-capable fuel cells → $FCEL — FuelCell Energy, stationary clean power generation THE CAPITAL CYCLE FRAMEWORK → Most existing grids were designed for centralized fossil fuel generation — not decentralized variable renewables. Integrating solar + wind creates new stability challenges that only storage + smart grid tech can solve  Stage 1 → Solar + Wind capacity floods in (already happening) Stage 2 → Storage becomes mandatory to stabilize the grid (NOW) Stage 3 → Transmission upgrades to carry renewable power (2026-2030) Stage 4 → Hydrogen + long-duration storage fill the remaining gaps (2028+) We are at the Stage 1→2 inflection point. High oil prices just pulled the timeline forward by 3 years. Not financial advice.
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InvestmentGuru@InvestmentGuru_

Oil Is Holding Elevated. The Renewable Shift Is Accelerating. High oil prices don’t just hurt consumers. They fast-track the energy transition. History is repeating itself — and smart money is starting to notice THE OIL SHOCK CONTEXT → Brent crude averaged $103/barrel in March 2026 → Energy prices projected to surge 24% in 2026 — highest since Russia’s Ukraine invasion → Strait of Hormuz disruptions triggered the largest oil supply shock on record — initial reduction of ~10M barrels/day  → Just like the 1970s oil shock triggered a wave of investment in efficiency and alternative fuels — today’s disruptions could have the same structural effect  THE COUNTRIES ALREADY WINNING → 🇸🇪 Sweden — scores 95/100 for energy independence. Nearly half its energy from nuclear + renewables. Fossil fuels account for only a quarter of local consumption  → 🇧🇷 Brazil — produces 14% more energy than it uses, exporting the surplus. Relies on massive hydroelectric infrastructure. One of the highest-scoring developing nations globally  → 🇵🇰 Pakistan — solar’s share of electricity jumped 5x between December 2021 and December 2025. Driven by gas price spikes, subsidy cuts, and falling panel costs — one of the most rapid and unanticipated clean energy transitions anywhere  THE CORE THESIS → “There are no price spikes for sunlight. No embargoes on wind.” — UN Secretary-General António Guterres → Renewables are now the foundation of energy security AND sovereignty — not just climate policy  Every country exposed to Hormuz disruptions, OPEC pricing power, or oil import dependency now has a geopolitical reason — not just an environmental one — to accelerate the transition. The 1970s oil shock built the modern renewables industry. This one might build the next generation of it. → Over 90% of new power capacity added in 2024 came from renewable sources. 2025 saw similar growth.  The transition isn’t a narrative anymore. It’s a capital cycle. Not financial advice.

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Vulture trades 🦅
Vulture trades 🦅@vulturetrades·
I’ve only seen this setup 1 time in 6 years 👀 I’m putting $250k in this SINGLE stock Very similar to $MRAM that made millionaires $100 → $100,000 overnight $300 → $300,000 in a single day This is the third time. Comment “Trade” and I’ll send it. (Must be following to DM)
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David vonAh
David vonAh@DAVIDVONAH·
Pretty much everything going on in society is a “nothing burger” to most of the population. Be assured, nothing is normal or as it seems. Soon the world will be exposed to the supernatural. Our single defense is Jesus Christ. Get full of His Spirit and see what He wants to do.
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Mike Investing
Mike Investing@MrMikeInvesting·
In 2025 I called out to buy rare earths & nuclear. Many got rich from this… Now in 2026, I am calling for strong buys on Nuclear & rare earths again. Over 10x potential. These stocks are the best names to buy now in order to get rich over the next 7 months: 1. USA rare earth ~ $USAR 2. Oklo ~ $OKLO 3. Mp Materials ~ $MP 4. NuScale Power ~ $SMR 5. Energy Fuels ~ $UUUU 6. Nano Nuclear ~ $NNE 7. Constellation Energy ~ $CEG 8. Lightbridge ~ $LTBR Don’t miss out on this upcoming sector based boom in alignment with the AI super cycle. Generational opportunity…
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Justin Banks
Justin Banks@RealJGBanks·
THE SUPER CYCLE PHASES Phase 1 was Semis:
$NVDA $ARM $AMD $AVGO $INTC Next money rotates into the next layers: Memory:
$MU $WDC $STX $SNDK Photonics / Optical:
$NOK $LITE $COHR $AAOI $GLW $CIEN $MRVL Now it’s hitting Compute / AI Data Centers:
$IREN $CIFR $WULF $CORZ $NBIS $CRWV $P Next Materials / Rare Earths:
$MP $USAR $UUUU $FCX $AA Networking:
$ANET $AVGO $MRVL $CSCO Power / Grid / Cooling:
$VRT $ETN $GEV $CEG $SMR $OKLO Space:
$ASTS $RKLB $LUNR $PL Defense / Drones:
$KTOS $AVAV $ONDS $LMT Robotics / Autonomy:
$TSLA $PATH $SYM $SERV
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AskLivermore
AskLivermore@asklivermore·
You will NEVER miss another bull-run again. The AskLivermore Top 100 index tells you exactly what stocks to buy right NOW to make sure you always make money. Buy all the stocks on this list. Sell whenever a stock is no longer in the top 100. It's up over 73% YTD. Coming live this weekend.
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Black Panther Capital
Black Panther Capital@BlackPantherCap·
Dear me in 2029, I hope you held $IREN when it was in the $40s. I hope you held $NBIS when it was around $90. I hope you held $CIFR when it was near $12. I hope you held $RKLB when it was in the $60s. I hope you held $AAOI when it was in the $80s. I hope you held $AMPX when it was under $12. I hope you held $PNG.V when it was around $7. I hope you held $OUST when it was around $20. I hope you held $ONDS when it was near $9. I hope you held $HIMS when it was at $25. Everyone around you thought you were crazy. You weren’t crazy. You were EARLY. There’s a difference. -BP Note: This is not financial advice.
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