Laura Martin

$OKLO has already generated a 10% return, and it will continue to rise. OKLO holders can continue to hold their shares.

⏰Laura trading signal on May 20, 2026 📊Stock Code: $DRAM (Roundhill Memory) 🔍DRAM (Roundhill Memory ETF) offers exposure to global DRAM leaders like Micron, Samsung, SK Hynix. Key catalyst: AI-driven HBM/DDR5 demand, tight supply, prices up 90%+; shortages seen through 2028. Strengths: pure-play memory focus, secular AI growth, top-tier tech & pricing power.

$INTC ⬆️ on $AMD ER Remember $ARM? Power stack play. Said it before. Pay attn to All 3. Divergences and convergences. Know this

$ARM Weekly chart into $NVDA earnings is no joke. Incredible strength today. Next stop $268.

$NVDA Q1 Earnings Preview: My pre-earnings notes & watchpoints. Nvidia will have implications across the whole AI ecosystem on names like: $TSM, $LITE, $COHR, $AAOI, $AEHR, $GLW, $AXTI, FOCI (3363), Browave (3163), $SIVE, Samsung, $MU, SK Hynix, $VRT, $SMCI etc. CPO supply chain: 1. Spectrum-X - any push from H2 2026 into H1 2027, even one sentence of "later this year" framing, is a deferral. - Spectrum-6 ASIC will power two devices (SN6810 + SN6800) - are either sampling w/ hyperscaler customers yet? - ECOC in late Sept is the next public catalyst, so Jensen has incentive to set up narrative on this call. 2. Has Quantum-X actually shipped yet + at what cadence? - "Early 2026" was the original window. - If Jensen quantifies units shipped / customers ramped / hyperscaler deployments, that's confirmation the COUPE supply chain is holding. - Silence could imply yield/integration friction at $TSM CPO node + negative read-thru for H2 photonics line. 3. Rubin SiPh - Jensen has consistently listed the silicon photonics processor as one of the chips of the Rubin platform. - Is this discrete from the CPO switches, integrated into NVLink 6? Or part of a separate scale-across fabric? - Clarity here matters because it determines whether Nvidia is doubling CPO content per system or just moving CPO from switches into the rack. - Doubling content per NVL576 has direct implications on optical engine demand - and therefore to InP substrate, EML laser and PIC volumes. --- Other watchpoints: 1. Q2 guide & trajectory of Rubin handoff: I feel like anything below ~$84B reads as a deceleration into the Rubin transition window. Anything >$88B forces up sellside numbers across 2026. - Will GB300 Ultra move from sampling -> production shipments this Q? - Does Vera Rubin remain "Q3 timeframe" of 2026? A Rubin pull-in would be v. bullish. 2. Gross margin direction: Nvidia predicts GM will narrow to ~70% as Blackwell ramp continues during the original B200 ramp before recovery. Rubin starts a fresh dilution cycle in H2 - if Kress signals Q2 GM below 75% (citing GB300 mix / early Rubin spend), the current multiples look way too high imo. I feel like: Rubin ramp + HBM4 cost inflation + adv. packaging tightness = real downside risk that's hard to hedge against. --- Just some condensed notes that I think are most relevant to you guys, esp. since we're all in a lot of the CPO-related names. I personally care less about the headline numbers, but more so about fwd commentary that impacts the rest of the supply chain.

Free options selling idea: sell puts on $OKLO Why 👇🏼 Selling puts on $OKLO today while it's down 7% $XE is up 7% on the same day. A nuclear name with NO $NVDA partnership. $OKLO literally has a formal collab with $NVDA and Los Alamos to advance nuclear fuel and next-gen reactor deployment Oh and $NVDA reports earnings TOMORROW Jensen Huang literally just said compute demand for agentic AI is 1,000% higher than generative AI. You really think Jensen isn't talking about energy infrastructure on that call tomorrow night? $2.5B in cash. July 4 reactor criticality target. Backed by $NVDA, $META, Switch, Equinix The risk is that $NVDA earnings is a sell the news event for the whole market. Either way I think $OKLO is a decent add here anyway.

With $OKLO advanced fission tech, NVDA/Sam Altman backing, nuclear waste recycling potential, and exploding AI power demand, this positions $OKLO perfectly for the next leg up.Strong BUY recommendation here. Long-term tailwinds in clean, reliable nuclear energy are just getting started.