David Kostin

43 posts

David Kostin banner
David Kostin

David Kostin

@DavidKostinx

I mainly cover U.S. equity market trends, corporate earnings, AI and tech stocks, and how macro conditions affect equity market performance.

New York, USA Katılım Kasım 2009
12 Takip Edilen1.5K Takipçiler
David Kostin
David Kostin@DavidKostinx·
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.
English
0
2
2
94
David Kostin
David Kostin@DavidKostinx·
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.
English
0
1
18
3.6K
David Kostin
David Kostin@DavidKostinx·
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.
English
0
4
31
4.6K
David Kostin
David Kostin@DavidKostinx·
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.
English
184
289
2.3K
834K
David Kostin
David Kostin@DavidKostinx·
@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.
English
0
1
1
184
David Kostin
David Kostin@DavidKostinx·
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.
David Kostin tweet media
English
6
3
34
6K
Shay Boloor
Shay Boloor@StockSavvyShay·
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
English
84
190
1.7K
161.7K
David Kostin
David Kostin@DavidKostinx·
@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.
English
0
0
3
455
Tina Sonde
Tina Sonde@SBarsek·
@DavidKostinx I have to say, it’s hard not to respect this list — especially from a long-term investing perspective.👍👍
English
2
1
1
623
David Kostin
David Kostin@DavidKostinx·
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.
English
3
7
61
11.9K
David Kostin
David Kostin@DavidKostinx·
@Ski_Earth Markets never stay the same. Winners are the ones who know how to adapt their strategy to changing market conditions.
English
1
0
0
49
Ski Earth
Ski Earth@Ski_Earth·
@DavidKostinx You said to buy $MU 2 days ago at $780 now your telling people to buy it at $970, very inconsistent of you.
English
1
0
0
110
David Kostin
David Kostin@DavidKostinx·
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.
English
3
2
38
7.5K
David Kostin
David Kostin@DavidKostinx·
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.
English
7
9
32
5.9K
David Kostin
David Kostin@DavidKostinx·
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.
English
3
10
52
14.7K
David Kostin
David Kostin@DavidKostinx·
@MrPassiveUK U.S. stocks may stay volatile in the near term. Once they hit the price levels I mentioned, you can buy with confidence.
English
0
0
0
204
MrPassiveUK
MrPassiveUK@MrPassiveUK·
@DavidKostinx All good advice, solid bargains at those prices. All on the assumption the market hits those prices!
English
1
0
1
396
David Kostin
David Kostin@DavidKostinx·
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.
English
3
2
45
10K
David Kostin
David Kostin@DavidKostinx·
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.
English
0
1
6
791
Anonymous
Anonymous@santani_virgo·
@DavidKostinx I agree on Nebius, NVDA and long term Coreweave are great picks
English
1
0
0
1K
David Kostin
David Kostin@DavidKostinx·
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...
English
9
21
209
52.4K
Bill Arsenault
Bill Arsenault@Christianwalk·
@DavidKostinx You left off 5 million in NOW Ali governance he knows regulations are coming must have certified governance
English
1
0
2
325
David Kostin
David Kostin@DavidKostinx·
Panic selling is hitting U.S. stocks. My playbook is simple: follow where the U.S. President is positioning — and buy AI names. $NVDA — Buy at $196 $MSFT — Buy at $400 $AVGO — Buy at $360 $AMD — Buy at $420 $GOOGL — Buy at $350 $AMZN — Buy at $232 $META — Buy at $555 $ORCL — Buy at $196 $PLTR — Buy at $118 $MU — Buy at $780 People ask, “Why don’t you charge?” I’ve made enough. Sharing is my passion — that’s why I post for free.
English
11
58
497
63.3K
David Kostin
David Kostin@DavidKostinx·
@findit89 $AMD is the kind of stock worth holding for the long run. The next era of technology will need companies like this.
English
0
0
0
77
JK
JK@findit89·
@DavidKostinx Good list. Have all but META and MU. I would add AMD.
English
1
0
0
1.5K