Tanner Laughery

I only say this once: Capital is moving back into AI infrastructure: $AVGO ~ Broadcom $TSM ~ Taiwan Semiconductor $MU ~ Micron Technology $CRDO ~ Credo Technology $ALAB ~ Astera Labs $WULF ~ TeraWulf $APLD ~ Applied Digital $PENG ~ Penguin Solutions

I won’t repeat this: Big money is still building positions across the AI supply chain. These eight belong on your watchlist: $AVGO ~ Broadcom $TSM ~ Taiwan Semiconductor $ASML ~ ASML Holding $AMAT ~ Applied Materials $LRCX ~ Lam Research $MRVL ~ Marvell Technology $COHR ~ Coherent $LITE ~ Lumentum

$MU is expected to rise from $991 to $1,550 $PWR is expected to rise from $668 to $800 $AMPX is expected to rise from $11 to $22 $TTMI is expected to rise from $149 to $212 $MRVL is expected to rise from $243 to $340 $CRDO is expected to rise from $265 to $350 $COHR is expected to rise from $327 to $435 $ALAB is expected to rise from $417 to $460 $CIEN is expected to rise from $462 to $660 $LITE is expected to rise from $785 to $1,142 These are long-term positions representing approximately $3 million in value.

I'll only say it once: July 7’s sharp pullback and July 8’s rebound show that money is still looking for quality opportunities. The following stocks are worth your attention. $MSFT ~ (AI Cloud) $SNOW ~ (Data Cloud) $DDOG ~ (Observability) $PANW ~ (Cybersecurity) $APP ~ (AI Advertising) $NET ~ (Network Security) $HOOD ~ (Fintech Platform) $ORCL ~ (Cloud Infrastructure) $CRM ~ (Enterprise Software) $TEAM ~ (Collaboration Software)

Hear me out:The market is pulling back and people are panicking, but I see opportunity in the chaos. $INTC ~ Chip Manufacturing $WDC ~ Data Storage $MRVL ~ AI Networking Chips $SNDK ~ NAND Flash Storage $KLAC ~ Semiconductor Equipment $LRCX ~ Wafer Fabrication $AMD ~ AI GPUs $AMAT ~ Chip Equipment $COHR ~ Optical Networking $MU ~ AI Memory

@MsVeilMoney I still wish I had bought in a year ago.

If $MU drops to $700, would you buy it? 🤔

These are long-term holdings worth approximately $3 million in value. $OUST — Ouster $FIG — Figure Technologies $PLTR — Palantir Technologies $NVO — Novo Nordisk $RKLB — Rocket Lab $AAPL — Apple $ISRG — Intuitive Surgical $VRTX — Vertex Pharmaceuticals $NVDA — NVIDIA $CRDO — Credo Technology

Take a look… You’re just one step away from becoming a millionaire the right companies. $OUST — Ouster $FIG — Figure Technologies $PLTR — Palantir Technologies $NVO — Novo Nordisk $RKLB — Rocket Lab $AAPL — Apple $ISRG — Intuitive Surgical $VRTX — Vertex Pharmaceuticals

$NVDA is expected to rise from $194 to $352 $AMD is expected to rise from $517 to $605 $MSFT is expected to rise from $390 to $415 $AMZN is expected to rise from $242 to $315 $GOOGL is expected to rise from $359 to $399 $TSLA is expected to rise from $393 to $477 $COIN is expected to rise from $165 to $256 $HOOD is expected to rise from $112 to $163 $SMCI is expected to rise from $27 to $90 $AVGO is expected to rise from $360 to $510 These are long-term holdings worth approximately $3 million in value.

$META is expected to rise from $582 to $1850 $CRWV is expected to rise from $81 to $199 $OKLO is expected to rise from $52 to $64 $PLTR is expected to rise from $129 to $189 $INTC is expected to rise from $120 to $287 $AXTI is expected to rise from $56 to $215 $IONQ is expected to rise from $49 to $79 $AMBA is expected to rise from $78 to $151 $RDDT is expected to rise from $194 to $600 $RGTI is expected to rise from $17 to $45 These are long-term holdings worth approximately $3 million in value.

Honestly speaking... You’re just one step away from becoming a millionaire—the right companies. 1. $IGV is a $120 stock trading at $93 2. $IREN is a $100 stock trading at $38 3. $AAOI is a $220 stock trading at $120 4. $SMCI is a $50 stock trading at $27 5. $IONQ is a $70 stock trading at $49 6. $SMCI is a $50 stock trading at $27 7. $MSFT is a $420 stock trading at $390 8. $PLTR is a $180 stock trading at $129 This is a rare opportunity. Save it now and let the market prove it over time.

@rektfencer Late-stage AI cycles tend to show extreme synchronized moves across the entire sector.

🚨 CHIP STOCKS ARE BLEEDING OVER $1.3 TRILLION ERASED FROM SEMICONDUCTOR STOCKS IN 1 DAY. NVIDIA. MICRON. AMD. INTEL. SANDISK. ALL GETTING HIT AT ONCE. THE AI TRADE IS STARTING TO CRACK.

Honestly speaking... You’re just one step away from becoming a millionaire—the right companies. 1. $ANET is a $220 stock trading at $166 2. $VRT is a $420 stock trading at $311 3. $CEG is a $370 stock trading at $236 4. $SMCI is a $50 stock trading at $27 5. $DELL is a $477 stock trading at $425 6. $HPE is a $43 stock trading at $43 7. $QCOM is a $210 stock trading at $181 8. $IBM is a $300 stock trading at $286 Infrastructure is where the real leverage sits.

@TedPillows Say no more.Hopefully tomorrow treats us better.

$1,000,000,000,000 wiped out from the US stock market in last 30 minutes. Damnn...

@IndexAndForget It's gonna be a long night, bro.

I told grandpa to buy $SPCX at $200... I am doomed 😭

@JUST_KAWS Sndk is in a bull run, and I think there's still a lot more upside ahead...

Can someone explain how $SNDK just keeps going higher… and never seems to pull back? Like… does this thing even go down? I don’t think I’ve ever seen a stock like this in my lifetime

@MsVeilMoney I like both companies.But if I had to pick just one, I'd go with $NVDA.

You have to put 100% of your net worth into one stock. $AAPL or $NVDA What's your move? 🤔

@travisdelzell @cmsinvests If it gets down there, I'll be buying too.

@cmsinvests Anything $135 under I will consider.

At what price will you be entering a $SPCX position? I’ll go first, $135.

@cmsinvests Wait... do you really think it could drop to $135? I sold my $SPCX position not long ago, and I'm looking for a good price to get back in.

@Mapago9 I think it's $RKLB. But I'm curious—which one are you leaning toward?

Which stock is more likely to 2x within a year $NBIS or $RKLB