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Jacobie Hunter
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Jacobie Hunter
@JacobieHunter
QB | 🏡 ? 4 YEARS OF ELIGIBILITY ‼️
Columbus, GA Katılım Mart 2020
434 Takip Edilen273 Takipçiler
@2wayWatson Jensen dropping truth bombs again. AI isn’t slowing down — it’s just getting started. $MU looking like a steal here
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$MU dropped nearly 9% this week alongside the broader AI selloff, even as its entire HBM capacity is sold out through the end of 2026.
NVIDIA CEO Jensen Huang said yesterday that Blackwell demand is "off the charts," cloud GPU inventory is zero, and AI is rapidly turning routine tasks into exponentially higher compute loads — the memory bottleneck isn't easing, it's intensifying.
Bears are betting compression algorithms will crush demand, but supply chain data shows enterprise deployments are still accelerating. By 2027, whose framework wins?
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@Pennyboycrypto Wait Nvidia is holding that much INTC and CRWV??
I knew they were close but seeing the actual numbers hits different. Respect.
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Jacobie Hunter retweetledi
NVIDIA just revealed what they’re buying with real money 🔥
$INTC — 214 million shares
$NOK — 166 million shares
$CRWV — 47 million shares
$COHR — 7 million shares
Here’s the interesting part:
When the smartest capital allocator in tech starts quietly loading up on these names, it triggers something deep in our psychology — **FOMO + social proof**.
We don’t just see the numbers. We feel the signal: “If Jensen is buying at this scale, maybe I shouldn’t be on the sidelines.”
My observation? This isn’t random. Jensen isn’t just selling GPUs anymore — he’s taking ownership across the entire AI stack. Chips, networking, optics, infrastructure. Vertical integration in action.
The psychology of smart money is powerful. People copy winners. And right now, Nvidia is voting with billions.
No hype. Just capital allocation doing the talking.
Curious — does seeing big players like Nvidia load up on these names make you more likely to research them… or do you still prefer to go your own way?
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@Sly_Dawg33 Me explaining to my wife why I’m adding more $MU: 'Honey it’s not gambling, it’s a free lottery ticket with AI fundamentals'
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MUST READ 🚨
Micron’s CEO is on Trump’s China trip.
That’s a bigger deal than most people realize.
Here’s why $MU could be the most asymmetric bet on the summit ↓
The backstory:
2023: China banned Micron chips from critical infrastructure.
Result: MU’s China revenue collapsed from 34% to ~7%.
They lost access to the world’s largest memory market — just as the AI boom exploded.
🇨🇳 Now: CEO Sanjay Mehrotra is in Beijing with Trump.
Why this matters:
Even a partial rollback of the ban would be a HUGE positive.
Wall Street currently prices ZERO probability of resolution.
So the risk/reward is wildly asymmetric:
→ If nothing changes: stock holds on AI fundamentals
→ If ban lifts: massive upside re-rating
The numbers:
Current price: ~$767
FY26 EPS consensus: $58.11 → P/E of 13x
FY27 EPS consensus: $101.78 → P/E of just 7x
And that’s WITHOUT China reopening.
Analysts are already bullish: 38 of 45 rate Buy.
Price targets: $600 (median) to $1,000 (bull case).
The $1,000 target assumes full China recovery + AI memory supercycle.
Two risks:
1. The ban stays. Stock doesn’t crash — but the $1,000 dream fades.
2. “Buy the rumor, sell the news.” If expectations get too high, a “no deal” could trigger profit-taking.
But here’s the key:
MU’s AI-driven memory demand is real. HBM. Data center. Tight supply.
China is an OPTION on top of an already strong base.
So the question isn’t “will the ban lift?”
It’s: are you willing to pay current prices for the AI story, with China as a free lottery ticket?
What’s your move on $MU into the summit?
👇
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@CryptoNobler Another day, another ‘Trump insider with 100% win rate’ story. These magically appear right before every big event How convenient.
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Jacobie Hunter retweetledi
🚨 BREAKING
🇺🇸 TRUMP INSIDER WITH 100% WIN RATE JUST OPENED A $40,000,000.00 SHORT AHEAD OF TRUMP'S HUGE ANNOUNCEMENT IN CHINA TODAY.
THIS GUY HAS PREDICTED EVERY MARKET DUMP AND MADE OVER $40 MILLION IN JUST 3 TRADES.
LOOKS LIKE HE KNOWS ANOTHER MARKET CRASH IS COMING...
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@Pennyboycrypto Respect for staying opportunistic. I trimmed a bit today to lock profits, will buy back lower😁
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Market taking a breather today.
Semis getting hit hard:
$MU -7.47%
$AVGO -3.91%
$AMD -4.87%
$INTC -10.06%
But $NVDA holding relatively steady (-0.46%) while the real AI infrastructure buildout continues underneath the surface.
Red days like this are normal in a multi-year supercycle.
The demand for HBM, Blackwell, power, and full AI factories isn’t going away — it’s accelerating.
I didn’t sell.
Actually added on weakness before and staying opportunistic.
Opportunist, not Maximalist.
Real wealth is built when others panic.
What’s your move today — buying the dip, waiting for more blood, or sitting tight? 👇
RT if you’re still long-term bullish on AI infrastructure.
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@Pennyboycrypto I was the guy who said 'wait for better entry' last week... pain😂
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$MU — Remember when I added it to the 2036 Watchlist on May 1?
Look at it now.
+46% in just over a week
Hit $250.71 today
Still in a clear, violent uptrend
Daily chart is straight parabolic.
My observation? When the AI memory supercycle really kicks in, the companies that actually manufacture the critical HBM chips don’t just move — they sprint. This is exactly the kind of move we’ve been positioning for.
No hype. Just price action doing the talking.
Quick hits:
1. Massive green candle continuation
2. Trend remains fully intact
3. HBM demand tailwinds stronger than ever
You still riding $MU or adding more on this strength?
What’s your updated price target now?
Penny@Pennyboycrypto
Remember a few days ago when I put $MU in the 2036 Watchlist and said it was one to watch? Look at it now. +13.16% today Massive green candle New highs My observation? When the AI memory bottleneck (HBM) really kicks in, the companies that actually make the critical chips don’t just move — they explode. This is exactly why I keep highlighting these infrastructure plays. No hype. Just the physical buildout getting paid in real time. If you bought when I posted… congrats. If you didn’t… be honest — you regretting it yet? 😂
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@rswancpa Finally someone putting together a real high-conviction 2030 list instead of the usual boomer dividend trash. Respect.
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Most people will chase 100 different stocks by 2030.
You just need these 10.
The 2030 millionaire cheatsheet :
1. $RKLB — SpaceX’s real rival in orbital launch
2. $ASTS — space cell towers covering the entire planet
3. $IONQ — the first pure-play quantum computing leader
4. $TSLA — Optimus robots + FSD energy machine
5. $VST — the AI datacenter power backbone
6. $VRT — liquid cooling for every AI cluster
7. $PLTR — the OS for defense & enterprise AI
8. $LRCX — enabling 2nm lithography for the world
9. $UBER — autonomous fleet king in 2030
10. $TSM — chips for every AI war
AI | Quantum | Space | Autonomy | Lithography
Save this. Thank me in 2030.
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@philarekt wow bro nailed it called the $80.5k sweep perfectly
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$BTC HEATMAP UPDATE (24H)
$80,500 liquidity just got swept clean
Called it, played out exactly as mapped
Now look what's sitting right above and below
$81,000 - massive cluster, untouched
$80,000 - equally heavy, still loaded
Price is sitting right between them
One of these gets hunted next
Follow me - update incoming when it moves
philarekt@philarekt
$BTC HEATMAP UPDATE (24H) $BTC stuck between two massive clusters right now $81,000 above - fat liquidity wall, shorts loaded $79,000 below - equally heavy, longs stacked up Price is coiling between them, something has to give Market makers will hunt one side before the real move Question is which one gets taken first Follow me - I'll update the second it breaks
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Classic crowded trade flush. Memory names ran the hardest YTD so they got wrecked the most. NVDA decoupling again shows exactly who the market still trusts. This is a buy-the-dip setup for $MU $WDC $AVGO. AI demand didn’t disappear overnight.
Penny@Pennyboycrypto
Semis just got absolutely hammered today… $SNDK -7% $WDC -6% $AVGO -4.3% $MU -3.4% Meanwhile $NVDA +2.5% and $QCOM +6%. Same sector. Totally different stories. My observation? This wasn’t a demand crash — it was a classic crowded trade flush. Here’s what the headlines aren’t telling you: 1. Quant models flashed “overheating” yesterday — good news (ceasefire, oil drop, earnings) got priced in all at once. 2. Memory & storage names were the most crowded → biggest YTD runners got hit the hardest. Pure positioning washout. 3. Fed speakers poured cold water on rate cuts — “higher for longer” talk is back. 4. Stock-specific pain: AMD downgraded on valuation + TSMC bottlenecks. AVGO just broad weakness. 5. Under the surface: Capex fatigue at the hyperscalers + heavy insider selling. This isn’t the end of the AI rally. It’s an overheated market taking a breather. Real question for the timeline: Do you see today’s dip as a **BUY** opportunity… or time to **TRIM**?
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Jacobie Hunter retweetledi
Hedge funds just had their BEST month ever (+9.1% in April).
So what did they do next?
They dumped tech harder than any time in the last decade.
$NVDA, $MSFT, $META — net selling in 4 of the last 5 sessions.
At the exact same time:
Retail poured a RECORD $10 BILLION into $QQQ — the largest monthly inflow in history.
That divergence is now extreme.
Here’s what’s quietly happening underneath:
1. $MSFT — huge call stacks at $430/$440… but someone bought 500 June $400 puts as crash insurance.
2. $XP — 8,550 puts (V/OI 534x) AND 8,550 calls (V/OI 194x) in the same session. Someone is positioned for a violent move either way — in size.
3. S&P making new ATHs… but NYSE breadth yesterday was brutal: 1,969 decliners vs only 776 advancers. Negative breadth on 4 of the last 5 record closes.
The rally is getting lonelier by the day.
You decide — which side breaks first?
Are you with the hedge funds getting defensive… or retail going all-in?
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@Pennyboycrypto This is exactly why I follow you, man. You dropped $MU in the 2036 list and it’s already exploding. Feels good to see real infrastructure plays get rewarded instead of just hype.
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$MU just went nuclear in 48 hours 🔥
Last weekend I put it in the 2036 Watchlist… and now?
+11.08% today
Hit $651.74 high
Currently trading ~$637-640
Daily chart is straight parabolic on massive volume.
My observation? When the AI memory bottleneck (HBM) really kicks off, the companies that actually manufacture the critical chips don’t just move — they explode. This is exactly why I keep hammering these infrastructure plays.
While $MU is leading the charge, the broader 2036 Watchlist is working across multiple sectors:
Defense & Space: $RTX and $RKLB both solid this week
Nuclear/Power: $CEG + $VST continuing to grind higher
Biotech & Robotics: $ISRG and $CRSP quietly building
Energy Transition: $ENPH showing early strength
No hype. Just the physical buildout + secular trends getting paid in real time.
If you saved the lists… this is exactly why.
You riding $MU or adding on this breakout?
Which name from the other sectors are you watching most right now? What’s your updated price target on $MU?
Penny@Pennyboycrypto
Part 2 — Another 10 stocks I’d hold until 2036 (after seeing all the comments on yesterday’s list 🔥) 1. $AVGO – Broadcom (AI networking + custom ASICs backbone) 2. $SMCI – Super Micro (AI server hardware king) 3. $MU – Micron (HBM memory powering the entire AI stack) 4. $TSM – TSMC (the foundry that makes the chips everyone needs) 5. $GEV – GE Vernova (power generation & grid modernization) 6. $SMR – NuScale Power (small modular nuclear reactors) 7. $VST – Vistra (clean + nuclear power scale play) 8. $ARM – Arm Holdings (chip architecture for AI/edge devices) 9. $ETN – Eaton (already in yesterday’s list but doubling down — power management) 10. $FIX – Comfort Systems (data center construction & HVAC infra) No hype. No lottery tickets. Just the real infrastructure, power, chips, and buildout plays that have to get built over the next decade. My observation? The comments yesterday showed everyone’s laser-focused on the same bottlenecks — power, cooling, memory, and actual manufacturing scale. These names sit right in the middle of it. What would you add or remove from this Part 2 list?
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@Christo46444155 Spot on vet. AI infra isn’t some hype narrative — it’s multi-year capex that’s already committed. Oil spikes come and go, but data centers still need storage, cooling, and power. Still holding $VRT and $STX strong. Not selling on headlines.
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🚨HOLY SMOKE – Can we still hold AI infrastructure (Picks & Shovels) if tensions escalate further?
With everything going on in the Middle East and oil headlines flying, this is the exact question a lot of you have been asking me privately. Here’s my straight take after 30+ years watching markets through every crisis.
Here’s the dry powder, no fluff:
1. The AI buildout is overwhelmingly US-centric. Hyperscalers are spending hundreds of billions on domestic data centers — power, cooling, storage, and optics are being built right here. That reduces direct exposure to distant shipping lanes.
2. Picks & shovels names we follow ($STX, $WDC, $VRT, $LITE etc.) supply the physical layer that gets deployed regardless of short-term oil spikes. Storage demand for AI training clusters doesn’t disappear because oil volatility increases.
3. History lesson: Every major conflict since the 90s caused volatility, but the underlying secular trends (tech adoption, capex cycles) eventually reasserted themselves. The physical infrastructure needed for AI is no different — it’s a multi-year buildout, not a one-quarter story.
4. Yes, energy costs and supply chains can create near-term pressure. But the scale of committed hyperscaler capex ($600B+ projected for 2026) is structural. Smart money is rotating into the real backbone, not just hype.
I’m not saying ignore risks — I’ve lived through enough to respect them. But panic-selling the picks & shovels that actually enable the AI supercycle has been a costly mistake in past cycles.
Not financial advice. Just one old trader separating noise from the real long-term setup.
Still holding your AI infra names or trimming on the headlines? Drop your levels or thoughts below 👇 Let’s talk it through like adults.
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@Pennyboycrypto This infrastructure list is actually solid. Been watching $VST and it’s moving nice today
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The 2036 Watchlist (Parts 1-3) is absolutely COOKING today 🔥
Here’s how our long-term infrastructure plays performed:
• $MU +8.26% ← strongest of the day, HBM memory demand going parabolic
• $CEG +4.43%
• $VST +4.02%
• $ANET +2.72%
• $SMCI +4.47%
• $PLTR +2.46%
• $GEV +2.33%
• $LRCX +1.87%
• $PWR +1.58%
• $HUBB +1.49%
• $TSM +1.45%
• $ETN +1.43%
• $AMZN +1.05%
• $KLAC +1.01%
My observation? This is exactly what we’ve been saying — when the AI buildout theme rotates back in, the real enablers (memory, power, networking, servers, equipment) move together. Not random. Not hype. Just the actual infrastructure getting paid.
No lottery tickets. These are the names that have to get built.
Which one from the lists is up the most in your portfolio today?
Or which one are you adding more of on this strength?
Penny@Pennyboycrypto
Part 2 — Another 10 stocks I’d hold until 2036 (after seeing all the comments on yesterday’s list 🔥) 1. $AVGO – Broadcom (AI networking + custom ASICs backbone) 2. $SMCI – Super Micro (AI server hardware king) 3. $MU – Micron (HBM memory powering the entire AI stack) 4. $TSM – TSMC (the foundry that makes the chips everyone needs) 5. $GEV – GE Vernova (power generation & grid modernization) 6. $SMR – NuScale Power (small modular nuclear reactors) 7. $VST – Vistra (clean + nuclear power scale play) 8. $ARM – Arm Holdings (chip architecture for AI/edge devices) 9. $ETN – Eaton (already in yesterday’s list but doubling down — power management) 10. $FIX – Comfort Systems (data center construction & HVAC infra) No hype. No lottery tickets. Just the real infrastructure, power, chips, and buildout plays that have to get built over the next decade. My observation? The comments yesterday showed everyone’s laser-focused on the same bottlenecks — power, cooling, memory, and actual manufacturing scale. These names sit right in the middle of it. What would you add or remove from this Part 2 list?
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@Pennyboycrypto
's 2036 Watchlist cooking today Top moves: $MU +8.26%, $SMCI +4.47%, $CEG +4.43%, $VST +4.02%
Real AI infrastructure (power, memory, servers, chips) rotating strong — not hype, but what actually needs to be built.
Penny@Pennyboycrypto
The 2036 Watchlist (Parts 1-3) is absolutely COOKING today 🔥 Here’s how our long-term infrastructure plays performed: • $MU +8.26% ← strongest of the day, HBM memory demand going parabolic • $CEG +4.43% • $VST +4.02% • $ANET +2.72% • $SMCI +4.47% • $PLTR +2.46% • $GEV +2.33% • $LRCX +1.87% • $PWR +1.58% • $HUBB +1.49% • $TSM +1.45% • $ETN +1.43% • $AMZN +1.05% • $KLAC +1.01% My observation? This is exactly what we’ve been saying — when the AI buildout theme rotates back in, the real enablers (memory, power, networking, servers, equipment) move together. Not random. Not hype. Just the actual infrastructure getting paid. No lottery tickets. These are the names that have to get built. Which one from the lists is up the most in your portfolio today? Or which one are you adding more of on this strength?
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@Pennyboycrypto NVDA 10 years ago vibes. Saving everything
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If you’ve been saving my Parts 1-3 “stocks to hold until 2036” lists… this is exactly why 👀
$NVDA: +24,232% in 10 years
$AMD: +20,502% in 10 years
These aren’t lottery tickets. These are the AI/semiconductor infrastructure plays that actually got built.
My observation? The same bottlenecks we’re talking about right now (power, chips, networking, data centers) created monsters like this. The stocks on our watchlists are sitting in the exact same spots NVDA and AMD were 10 years ago — just earlier in the cycle.
No hype. Just math.
Seriously — save these posts, follow the series, and maybe one day you’ll be looking at your own +2,000%+ winners.
Which name from the lists are you actually holding long-term?
Drop it below or RT if you’re stacking for the next decade. Let’s keep building
Penny@Pennyboycrypto
Part 3 — Weekend Edition: Even more stocks I’d hold until 2036 (built from your fire comments on Parts 1 & 2 🔥) 1. $ANET – Arista Networks (high-speed AI networking backbone) 2. $KLAC – KLA Corp (semiconductor process control equipment) 3. $PWR – Quanta Services (data center & grid construction king) 4. $HUBB – Hubbell (electrical infrastructure & power distribution) 5. $BWXT – BWX Technologies (nuclear components for SMRs) 6. $CCJ – Cameco (uranium supply for the nuclear boom) 7. $SYM – Symbotic (robotics & automation for data centers) 8. $PATH – UiPath (AI automation to scale physical buildout) 9. $LRCX – Lam Research (chip manufacturing equipment leader) 10. $FLR – Fluor (engineering & construction for mega infra projects) No hype. No lottery tickets. Just the next layer of power, chips, construction, nuclear, and automation plays that actually have to get built. My observation? You guys keep hammering the same bottlenecks in the comments — power delivery, chip equipment, grid/data center construction, nuclear fuel, and robotics/automation. These names go straight at those problems. Now it’s your turn — let’s make this interactive: → Reply with your #1 pick from this list and WHY → Or drop one swap/addition with a short reason → Quote this post with your own “Part 4” name RT if you’re building a real long-term portfolio. Best replies get pinned. Let’s build the ultimate 2036 watchlist together 📈💰
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@Christo46444155 Been waiting for a setup like this in batteries. $ENVX fundamentals are tightening up fast. High-conviction name, not a meme.
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🚨HOLY SMOKE, folks – this one's been flying under the radar way too long, but my eyes are wide open: $ENVX (Enovix) is screaming undervalued and primed for its next leg up in this volatile 2026 market.
Here's the straight dry powder (no fluff):
Insider ownership sitting strong at ~11.3% — these guys are betting big on their own silicon-anode battery tech revolution. That's real skin in the game, not just hype.
Projected earnings growth exploding at 41%+ — while the broader market's digesting geopolitics and earnings noise, Enovix is building next-gen batteries that could power everything from EVs to defense and consumer electronics with way higher energy density and safety.
Recent market pullback created a fat entry — trading well off highs amid sector rotation, but fundamentals are tightening up fast.
My key observations & catalysts dropping soon:
1.AI + EV demand tailwind — hyperscalers and auto makers are hungry for better battery tech; Enovix's 3D architecture is positioned as a game-changer vs. traditional players.
2.Upcoming product ramps & partnerships — watch for Q2/Q3 updates on commercial scaling. Any beat here could ignite re-rating.
3.Broader sector momentum — with energy storage and electrification still in early innings, this name has multi-year runway while sitting at a compelling valuation relative to growth peers.
4.Insider confidence signal — high ownership + growth trajectory = classic setup for the next leg when catalysts hit.
This isn't some meme play — it's a high-conviction tech disruptor that's been beaten down but loaded with asymmetric upside. I've been watching these battery innovators closely, and $ENVX stands out as one of the most overlooked with real moat potential.
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@Christo46444155 Spot on with ORCL. Finally getting the respect it deserves. AI cloud momentum is real. Nice heat map read.
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Heat map is straight fire today
Green everywhere in Tech Services and beyond.
Standouts:
CRWD +4.51%— Cybersecurity demand remains red-hot. Massive backlog and enterprise adoption driving the move.
UNH +8.08% (earnings monster)— Absolute beast. Crushed earnings, raised full-year guidance — healthcare services on absolute fire today.
PANW +3.49%— Another cybersecurity winner riding the same AI-powered security wave.
ORCL +2.29%— AI data center orders and cloud momentum finally getting the respect they deserve.
NOW +2.76%, SNPS +2.51%, CDNS +2.93% — Software infrastructure names all firing on all cylinders.
My take: The “been left behind” AI infrastructure and software names are finally catching their next leg.
ORCL and the cyber names look especially strong here.
You buying any of these moves or waiting for pullbacks? Tell me your favorite name from the map 👇
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@Christo46444155 Thanks for the veteran take!
Agree on $LITE. Planning to scale in on pullback to 20-day EMA (~$85-87), stop below $82.5. Target adds above $92. What’s your price target on breakout? Appreciate the wisdom!
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$LITE photonics is one of the cleanest setups in the optics space right now. After 30 years I’ve learned to wait for a pullback to the 20-day EMA (~$85-87 zone) before adding. Volume is picking up nicely pre-market.
What’s your planned entry and stop? I’m watching for a clean break above $92 to confirm.
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Pre-market thoughts on this Monday.
After 30+ years trading through crashes, bubbles, and every geopolitical mess, one thing never changes: when the market hits all-time highs, the real money flows into the 'boring' infrastructure that actually gets built — not just the hype names.
AI data center buildout is still the dominant theme. Hyperscalers are pouring billions into power, cooling, storage, and optics while retail chases headlines.
What I'm watching closely today:
• $VRT — cooling demand keeps exploding
• $STX & $WDC — enterprise storage on absolute fire (these picks & shovels are crushing it YTD)
• $LITE & $COHR — optical and photonics still under most radars but seeing real institutional flow
Oil spiking on Iran news adds some volatility risk, but the underlying AI capex isn't stopping.
Not financial advice — just one old trader's watchlist.
Who's positioning in AI infrastructure this week? Drop your top pick or concerns below 👇 Let's discuss smart setups.
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